SCT Banner Navigation

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SCT Banner Navigation Overview

• Presented by
• Information Technology

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Why am I here?Im too busy!

• Failure to attend proper training is not an
  option.
• Properly trained users reduce their time to
  perform specific procedures by as much as 80.
• Without training, you will interrupt others from
  their work for one-on-one training and support,
  causing inefficiency for you and others.

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Agenda

• Administrative System Project
• Security/Privacy
• Training Documentation
• Definitions
• Data Standards
• Duplicate Records
• Help/Support
• Navigation

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Implementation

• Southeast Implementation Schedule
• Advancement January 11, 2005
• Admissions May 17, 2005
• Finance June 28, 2005
• Human Resources January 3, 2006
• Portal Fall, 2004

• Financial Aid February 22, 2006
• Student January 10, 2006, (First Step
  Feb. 24)

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Training Plan

• Navigation Overview
• Each module will provide subject specific
  training
• Register On-line

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Administrative System

• Improved Operations
• Integrated Relational Database
• Must abide by Policies Standards
• Multiple databases

Sungard SCT Banner
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Security

• Begins with granted Access

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Security

• Types of Access
• Query
• Modify
• Your Responsibility!!
• Protect your Password
• Unattended PCs are a liability
• Misuse/Inappropriate use

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Privacy

• Confidential Information
• Inappropriate uses may be considered employee
  misconduct and may be subject to disciplinary
  action

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Training Documents

• Centralized Web Site
• http//www6.semo.edu/infotech/sct/enduser
• Contents
• Manuals
• Training Tip Sheets or Documentation
• Definitions

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Definitions

• Object can be a form, job, menu, or Quickflow.
• PIDM the Person Identification Master may
  represent a student, vendor, alumnus, or other
  entity. All tables that contain person or entity
  data must store the PIDM.
• Southeast ID

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Definitions Contd

• Key Block appears at the top of each Banner form
  and used as the query criteria required to access
  data.
• Block a section of a form containing related
  pieces of informationusually a single table.
  Blocks are usually separated by a solid line.

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Definitions Contd

• Field a data element within a block. For
  example, an address block may contain the city
  and state fields.
• LOV List of Values. A list of possible field
  values which are displayed by pressing the Values
  (LOV) button next to the field.

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Definitions Contd

• Query a question in Banner that looks at the
  data in the Banner database for an answer.
• Wildcard a character that is substituted for
  unknown character(s) in a Banner query. A percent
  sign () stands for any number of unknown
  characters.

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Banner Forms

• Form a screen used to query, enter, and/or
  update information.
• Each Banner form has a 7-character name.

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EX SPAPERS General Person Form TFAISTL
Installmt Plan Form
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Data Standards

• Data Standards Manual
• Purpose
• Document campus policies, standards, and
  guidelines
• Ensure common practices regardless of module.
• Content
• General Person Non-Person Information
• Brief Referral Sheet

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Duplicate Records

• Problems
• Multiple W2s
• Multiple student bills
• Incorrect 1099s
• Inaccurate info provided to inquiries
• Difficult and time consuming
• What to do if found
• How to avoid

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Data Standards

• Ownership of dataResponsibility
• Before creating a person ID in Banner, a thorough
  name and ID search must be performed to ensure
  the person does not already exist in Banner and
  prevent the creation of a duplicate PIDM or
  Southeast ID.

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Verifying Duplicates

• Possible Father/Son with same name/address
• Possibly same name with no relation
• Check
• Birthdates
• SSN
• Age
• Addresses
• Phone numbers

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Help Support

• Resources

Bookshelf
Web FAQs Google Search
Other Admin. Staff Module Support Staff
http//www6.semo.edu/infotech/sct/enduser
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Miscellaneous

• Year to associate with semester
• Remember Fall BEGINS the Academic year
• For all semesters, use the year in which the
  Academic year ENDS

• New coding for semesters
• Fall 10
• Spring 20
• Summer 30

Example This Fall semester begins Academic Year
05-06 Code for this fall, if in Banner, would be
2006 (year) 10 (semester) or 200610 for Fall
200620 for Spring and 200630 for Summer
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Possible Viewing Problems

• Pop-up Blockers
• IE, Google, Yahoo, AOL, etc. tool bars
• Prevents some Banner windows from opening
• IE Tools/Pop up Blocker/Pop up Blocker Settings.
  Choose Off or change settings

• Choose the correct display

With others, you may need to exit the program to
make necessary changes.

• Acrobat Reader
• required

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Possible Problems

• Netscape is not Banner friendly.
• One-time installation of J Initiator required.
• Can not use Banner from home unless through
  Self-Service.
• Do not use the following symbols
  or

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Banner Navigation

• Once security access has been provided on the
  Production database, login using your Southeast
  Key password

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Navigation Training

• Open Internet Explorer
• Use link from Information Technology web page or
  enter the following web address
• http//sctbanas.semo.edu9090