Transcript Banner General Technical Introduction

SCT Banner
General Overview
Level 1 Training
1
Banner Training Levels
 Level
1 - General overview of system
 Level 2 - Functional Area Specific training
 Level 3 - Cross Departmental Training
2
Banner Login
 Enter
URL: http://199.29.216.232:16220
 Userid: sftrain02, sftrain03, etc.
 Password: sfire2k
 Database: ncctrn
 Press “enter”
 Click on “OK” on the Banner intro screen
3
Training Goals:
 Overview
of SCT Banner
 SICAS Center: What is it?
 Major Modules of Banner
 Naming conventions
 General navigation skill development
 Understanding of how it will impact the
way we do business
4
Banner is “our” friend
 Long
term benefits will outweigh short term
frustrations.
 Change is often difficult. The sooner we
embrace the software, the sooner we will be
able to focus on business solutions rather
than problems.
 Banner is NOT CAMS or CCASTS.
5
Banner Implementation Schedule
2002- Admissions “go live’
 February 2003- Financial Aid “go live’
 March 2003- Student Registration “go live”
 June 2003- Student Billing “go live”
 September 2003- Finance “go live”
 2004/2005- Human Resources and Payroll
 October
6
What is the SICAS Center?
Student
Information
and Campus
Administrative
Systems
7
What is the SICAS Center ?
 Located
on the SUNY Oneonta Campus
 Serves as a liaison between member
campuses and SCT, and developing and
maintaining SUNY enhancements to
Banner.
 Responsible for new releases/updates of
Banner software and provides
documentation to member campuses
8
SICAS Center Benefits
 Areas
of Support:
-Banner baseline modifications
-SUNY enhancements
-Software installation
-Documentation
-Communication
9
What is SCT Banner?
 Banner
is a “relationship” database
designed for Institutes of Higher Learning
to facilitate and support the way higher
education conducts business.
 “Relationship” database as defined by the
fact that there are data tables within the
system that are “shared” by different
modules.
10
Introduction
 The
General System is the core component
of the Banner series, integrated with the
Banner Alumni/Development, Finance,
Financial Aid, Human Resources, and/or
Student systems.
 Banner General provides the applications
with centralized system management tools
and utility programs.
11
The Banner System
Accounts
Receivable
Position
Control
Finance
Student
Payroll
General
Alumni
Financial
Aid
12
Banner General
Banner
General
Job
Sub
Pop
Selection
Letter
Gen
Graphing
Sys Funct/
Admin
Event
Mgmt
Web
Mgmt
13
Information flow among selected
Student System modules
General Person
(Employees, Students,
Vendors, etc.)
Recruiting
(Optional)
Admissions
General Student
Record
Registration
14
Banner General
 System
Functions/Administration
– Manages the functions that are common
to all Banner systems.
 Job Submission
– Facilitates the background processing of
reports and processes
15
Banner General
 Population
Selection
– Offers processes the ability to identify
groups for reporting purposes or for
facilitating letter generation.
 Letter Generation
– Constructs letters or merge files for
mailing to selected populations.
16
Banner General
 Event
Management
– Manages the scheduling of events, such
as alumni fundraising activities.
 Graphing
– Produces graphs of Banner data.
 Web Management
– Enables the customization of Banner web
pages.
17
SCT Banner
Student System Modules
 Course
Catalog
 Class Schedule
 General Person
 Faculty Load
 Location
Management
 Recruiting
 Admissions
 General
Student
 Registration
 Accounts
Receivable
 Academic History
 Curriculum,
Advising and
Program Planning
(CAPP)
18
Course Catalog
 This
module enables you to define courses
to be entered in the institutions catalog.
 Includes such data as course title,
department, credit hours, co- or
prerequisites, fee information, and any
restrictions for the course.
 Start and end terms along with text to be
printed on the course bulletin
19
Class Schedule
 Contains
the data to build and print a
schedule, including term attributes.
 Instructors are assigned to classes and
classes are scheduled in to rooms, pending
room attributes.
 Also provides a means of “rolling” the
schedule forward to next applicable term to
decrease data entry.
20
General Person
 Supplies
the means to identify both persons
and non-persons in the system.
 ID number, name, address, and biographic
information is maintained.
 Emergency contact, medical, and
international info stored for use in other
modules.
 Support services such as goals, needs,
services can be maintained
21
Faculty Load
 Enables
you to maintain information
including instructional and noninstructional assignments for faculty.
 Personnel information, tenure status,
sabbatical dates, along with workload and
contract information can be maintained.
22
Location Management
 Allows
for definition of the institution’s
buildings and room facilities.
 Provides list of available rooms that include
attributes of each room.
 Means for assigning rooms for special
events on campus
23
Recruiting
 Maintains
information about potential
recruits such as: source, major, test scores,
high school and college information.
 Allows for a plan for producing materials
and creation of materials to be sent to
prospects.
24
Admissions
 Establishes
an admissions record and tracks
what a student needs to continue the
application process.
 Rule development to determine acceptance
status.
 General student records are automatically
created once an applicant has been
accepted.
25
Admissions (cont.)
 Test
scores, high school and prior college
information is stored in this module.
 Provides the means to allow quick entry for
automatic registration eligibility. (used
primarily for non-matriculated and
community education students)
26
General Student
 Modifies
current information for students
such as curriculum changes, residency
status, and student type.
 Provides information on career choice,
advisor, activities, and veteran information.
 Student classification, co-op information, as
well as Student Right to Know information
is maintained.
27
Registration
 Allows
for creation of enrollment
information for a specific term.
 Defines rules determining student and
course status and controlling actions to be
taken at registration.
 Tuition and fees policy built in registration,
along with rules for fee assessment.
 Student schedules and bills are produced
and class rosters are maintained.
28
Accounts Receivable
 Establishes AR
codes, detail codes,
messages to be printed on bills, methods of
payments, how credit are handled.
 Maintains non-student accounts, payments
are entered here and accounts can be
reviewed and updated.
 Billing and invoicing are controlled here,
along with collection agency assignments
29
Academic History
 Enables
you to build grading policies and
maintain grades. System checks for
repeated courses.
 Academic standing is calculated using user
defined rules regarding probation.
 Grade mailers are produced and term GPA
information is stored.
30
Academic History (cont.)
 Degrees
and honors associated, as well as
majors and minors are housed here.
 Transfer coursework is recorded
 Transcripts are generated.
 Graduation information, including diploma,
ceremony, and graduation dress is also
available in this module.
31
Curriculum, Advising, and
Program Planning (CAPP)
 Builds
degree program codes establishing
appropriate majors, minors, and
concentrations for degree programs
 In short, this module is designed to perform
an automated process of “Degree Audit”.
32
Banner General -Types of Menus
 Process
menus
-Manage the enterprise
- Matriculate to Educate
- Forecast to Enroll
-Plan to Fund
 Product menu- Where you can find each
individual module within Banner
 Personal Menus-designed to customize the
modules and forms that you use to do your
33
job
Banner General-Types of Forms
 Application-
Enter, review, and modify data
 Validation- Define valid data values for
specific data fields
 Rule and Control- Establish the rules that
control the processing on other forms
 Query- Review existing records meeting a
specific set of criteria
 Inquiry- Similar to query forms
34
What are Naming Conventions?
 All
Banner objects adhere to naming
conventions
– e.g., forms, tables, processes
– refer to chapter one of the technical
reference manuals
35
Form, process, and table naming
The names of all Banner forms (except menu
forms), reports, processes, and tables are
seven characters long and have this structure:
Example
G L R V R B L
- - - - - - Position Locations
1 2 3 4 5 6 7
36
Position Location 1
 Identifies
the primary system owning the form, report,
process, or table.
A - Alumni/Development
R - Financial Aid
F - Finance
G - General
N - Position Control
P - Human Resources/
Payroll/ Personnel
S - Student
T - Accounts Receivable
V - Voice Response
H - New Products (Web)
W Y Z - Reserved for clientdeveloped new applications
built to co-exist with
Banner applications
37
General Position Location 2
 Identifies
the module owning the form, process, or table.
 If Position 1 is G, the character in Position 2 is:
E - Event Management
J - Job Submission
L - Letter Generation
O - Overall
P - Purge
T - Validation Form/Table
U - Utility
W Y Z - Reserved for clientdeveloped forms or modules
used within a Banner
application (character in
position 1 not = W, Y, Z)
38
General Position Location 3
 Identifies
the type of form, report, process, or
table.
A - Application
B - Base Table,
Batch COBOL Process
I - Inquiry Form
O - Online COBOL
Process
Q - Query Form accessed
from another form
R - Rule Table, Repeating
Table, Report or Process
T - General Maintenance Test
Pattern
V - Validation Table or View
39
Positions 4, 5, 6, 7
 Identifies
a unique four-character name for the
form, report, process, or table
40
GUAIDEN
G
General
U
Utility
A
Application
 IDEN
Identification
41
SPAPERS
S
Student
P
Purge
A
Application
 PERS
Entering Person data
42
GTVZIPC
G
General
T
Table
V
Validation
 ZIPC
ZIP/Postal Code
43
SPAIDEN
S
Student/Shared
P
Person
A
Application
 IDEN
Identification
44
Menus/Forms Navigation
 Parts
of a form
– Banner Menu Bar
– Blocks
– Buttons
– Text items
45
Banner Menu Module
 Across
top of every Banner form
 GUI => pull down/activate by clicking
(Windows based)
 Character Mode => keystroke (key map)
– Enter to get first menu
– “Next Item” to move across bar to menus
 Dimmed options are not available
 Not available if already in dialog, alert box,
or List of Values (LOV) waiting for
response
46
Banner 5.x Menu Module
File
Edit
Options
Block
Field
Record
Query
Help
Window
**These Buttons are located along the top of
your Banner screen in each module
47
File Menu
 Navigation
to other forms
– Direct Access - Presents window to open an
additional form
– Object Search - Allows you to search and open
an additional form
– Quick Flow - Pops up window to allow
choosing a call list
48
File Menu (cont)
 Form Activities
– Select - Used to select a value from LOV and
return
– Print - Prints the active window
– Rollback - Clears form and puts cursor at key
block
– Save - Saves changes since last save
– Refresh - character mode only, redraws the
form/screen
49
File Menu (cont)
 Form
Exits
– Exit
»From a form, out of that form to
previous
»From a menu, exit from Banner
»From Query Mode, cancels the query
– Exit Quick Flow
»If you’re in a call list, you exit, going
back to regular forms navigation
50
Edit Menu
 Provides
text editing
– Cut - Remove selected text to clipboard
– Copy - Copy selection to clipboard
– Paste - Paste clipboard contents to cursor
location.
– Edit - Presents the Editor window
51
Options Menu
 Lists
navigation and processing options
available in current form
– Displays the names of blocks and related
forms that can be called from current
form
– Divider line between blocks and forms
– Search on name of options listed, similar
to LOV windows
52
Options Menu (cont)
 Entries
in this pull down menu are not hard
coded into each form or menu module.
 Entries maintained by the GUAOPTM
form.
– Entries kept in the GUROPTM table.
53
Block Menu
 Moves
cursor between blocks in a form
which have modifiable fields
– Previous - moves cursor to previous
block
– Next - moves cursor to next block
– Clear - clears the information from the
current block
54
Field Menu
 Moves
cursor between modifiable fields
– Display-only fields are skipped by cursor
– Previous - moves to previous field
– Next - moves to next field
– Clear - clears current field
– Duplicate - used with repeating records
to carry data from prior record’s field
into current field
55
Record Menu
 Navigates
cursor between rows
– Previous - moves cursor to previous row
– Next - moves cursor to next row
– Scroll Up - moves viewing area up the
list of records.
– Scroll Down - moves viewing area down
the list of records.
– Clear - clears fields on the form for
current record
56
Record Menu
– Remove - removes the record
– Insert - adds a new blank record into the
list of existing records
– Duplicate - creates another record with
same values of the current one
– Lock - locks tables on non-Oracle
databases.
57
Query Menu
 Query
performs database searches
– The status of query or query mode is shown in
the status line at bottom of the form
– Enter - puts you into query mode so you may
enter search criteria
– Execute - returns records from database
search
– Last criteria - populates search criteria for use
again
58
Query Menu
– Cancel - exits query mode
– Count hits - counts the number of records
that will be returned by query
– Fetch Next Set - used to bring the next
set of records to the window which
satisfied the search criteria
59
Help Menu
 Provides
different levels of form
documentation
– Help - Shows Forms property sheet for the
field
– Keys - key mapping
– List - Presents the List Of Values (LOV) box
attached to the field
– Display Error - details of ORACLE errors
60
Help Menu
– Dynamic Help Query - Pops up window
for accessing help - local or baseline
– Dynamic Help Edit - Pops up window
allowing editing of text in help
– Display image - GUI only, for displaying
available image
– About Banner - pops up form version
information
61
Window Menu
– Cascade - arranges open windows in a
cascade
– Tile - alternative arrangement to cascade
for open windows
– Arrange Icons - distributes icons in an
open window
– Shows a list of open windows
62
Banner Toolbar (handout)
63
Toolbar Definitions
 Save-Saves
all changes entered
 Rollback- Clears all information and returns
you to the first enterable field in the key
block. If you enter changes and do not save
them, it will prompt you to do so.
 Select-Returns you to the calling form and
enters the selected value into the field
64
Toolbar Definition
 Insert
Record-allows you to insert an
additional record within a form.
 Delete Record- Deletes a record from a
form.
 Enter Query-Puts the form into query mode
so you can search criteria to see what
information is already in the database.
 Execute Query- searches the database and
displays the matches for your criteria.
65
Toolbar Navigation
 Cancel
Query- Cancels your current search
 Previous record- moves the cursor to the
first enterable field in the previous record
 Next record- Moves the cursor to the first
enterable field in the next record.
 Previous block- Moves the cursor to the
previous block that has at least one field to
enter. If it is in another window, it will open
that window
66
Toolbar Navigation
 Next
block-Moves the cursor to the next
block that has at least one enterable field
 View/Send message- Sends messages to
users within Banner
 Print- Prints the current screen in Banner,
includes information within fields
 Show keys- Displays the key list, which list
their functions and equivalent keystrokes.
67
Toolbar Navigation
 Online
help- Provides the user with online
help within Banner
 Exit- “exit through the red door” - exits the
user out of the current application i.e..
Forms and windows, main menu, query
mode
68
Banner Terminology
 Forms
are made up of “blocks”
-The “Key Block”
-Other Blocks (or information areas)
 Blocks are made up of “records”
 Records are made up of “fields”
 Fields are made up of characters
69
Navigation
 We
can use menus to navigate among
forms.
 Within a form we have various ways to
navigate among its blocks.
 Within a block…among its records
 Within a record…among its fields
 Within a field…among its characters
70
“Golden Rules” to remember
 You
MUST search the database before
adding a record. Duplicate records in this
system are difficult to remove.
 ALL data into Banner will be entered
consistently. A Data Standards document
will be available to all users prior to
implementation.
71
Form Exercise
 Add
yourself to SPAIDEN with your given
name and generated ID. Provide your
address, telephone, and personal
information.
 Change your ID to your SSN.
 Go to SOAIDEN and search for your given
name. What was returned and why?
72
Form Exercise (cont)
 Power
Point Presentation
http://fyi2.sunyniagara.cc.ny.us/phpnav/do
wnloads/Training_level_one_final.p
Banner General Document
http://fyi2.sunyniagara.cc.ny.us/phpnav/do
wnloads/general02usgbnr.pdf
73
General Navigation Exercise
 Now
it is TIME TO PLAY !!!!
 Return to your main menu (exit through the
“red door”.
 We are going to create YOU as a General
Person which will then create you as a
General Student within the Banner system.
 Under Direct Access on the main menu,
please enter “NCCC” and then push “enter”
74
Reference Materials/
Level 1 Training
 Please
refer to the FYI page and look under
“Academic programs”
 Click on “Banner Documentation”
 Click on “General”
 Click on “Using SCT Banner General” and
print it out. This is the beginning of your
personal Banner user manual.
75
Training Summary
 Overview
of SCT Banner
 SICAS Center: What is it?
 Major Modules of Banner
 Naming conventions
 General navigation skill development
 Understanding of how it will impact the
way we do business
76