Banner 7 an Overview

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Banner 7 an Overview

• Administrative
• Information Systems
• Banner Teams

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Banner 7

• First of all, we would like to thank each of you
  for coming.
• As you are aware, a new version of Banner will be
  available to the university on November 14.
• We wanted to invite you to these sessions to
  introduce Banner 7 and demonstrate many of the
  new features available.

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Monitor Display Resolution

• Something new to Banner 7 is the monitor display
  settings.
• Banner 7 is best viewed with a display resolution
  set to 1024 X 768.
• By changing to the monitor display settings, the
  need for scroll bars has been removed.
• The steps to adjusting the display settings are
  in your handout on page 3.
• If you have difficulties in establishing this
  new display setting, please see your system
  administrators.

4
Logging into Banner

• The Login procedure for Banner 7 has not changed.
• Continue to use your current User ID and
  Password.

5
New Look to Main Screen

• There have been basic screen design changes to
  the look of Banner 7.
• The Banner screens have a crisper and cleaner
  look.
• The main screen is divided into several sections,
  each performing a different function.

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New look

• Features to the Main Screen are
• Menu Bar
• Tool (icon) Bar
• Title Bar
• Go To field
• My Links
• My Institution
• Banner Broadcast Messages
• new features to Banner 7

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My Banner

• The My Banner feature has been available in
  several past releases of Banner.
• My Banner is an excellent tool to organize the
  forms you use most often.
• To access the My Banner form, go to GUAPMNU.
• The use of My Banner is discussed on page 7 in
  your handout.

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Products

• To the right of the screen, a pull-down list is
  available to display all product in Banner.
• By using this pull-down list, users are provided
  another option to navigate through the various
  modules of Banner

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My Links

• There are two default links in the My Links
  section.
• Change Banner Password provides quick and easy
  access to the form to change your Banner
  Password.
• Check Banner Messages general messages to all
  users may be sent across Banner. This is a
  convenient method of viewing these messages.
  Only visible when logged into Banner

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My Links (cont.)

• Additionally, users may add URL links in the My
  Links section. The sites you visit often, my be
  accessed directly from the main screen on Banner.
• (See Page 17 for complete instructions on
  creating URL links.)

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Enhanced User Preferences

• Strides have been taken to provide each user with
  the ability to personalize Banner on their
  desktops. These are available through Tab
  selections.
• Access GUAUPRF to customize the look and feel
  of Banner.
• You will be able to changes such things as the
  color scheme for the icons, divider lines and
  several other basic Banner features.

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Enhanced User Preferences

• In selecting the Enhanced Users Preferences
  section, users are able to control several of the
  display features of Banner.
• Display Option
• Alert Options
• Color Schemes of the forms. This is discussed on
  page 16 of the handout.

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Display Options

• By default, these options are checked. By
  removing the check, that option is turned off.

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Alert Options

• These are also checked by default.
• Users may choose to uncheck items any to make
  them inactive.
• One item of interest may be, Prompt Before
  Exiting

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Pop Up-blocker needed

• It may be necessary take steps to prevent Pop-Ups
  from being displayed.
• Pop-ups are discussed on page 18 of the handout.
• If you are using Internet Explorer, you may need
  to do nothing. If you are using Netscape, it may
  be necessary to take these steps shown.

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Methods of Navigation

• In Banner, there a several key methods of basic
  navigation within forms.
• Key Stroke combinations (see Show Keys discussed
  on page 19)
• Menu Bar
• Icon Tool Bar
• Mouse click
• These methods of navigation have reminded
  unchanged.

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Navigating (cont.)

• Now, a right- click while in the next block area
  of a form will display a list of options for a
  particular form.
• Additionally, a small change in the renaming of
  the Go field to Go To.
• Users have always been able to access up to the
  last 10 forms accessed by going to File and the
  forms being displayed. Now, you may place the
  cursor in the Go To field and arrow through all
  forms recently accessed.

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Banner Icon Tool Bar

• In Banner 7, icons located at the top of the form
  assist in navigation.
• Generally, the icons are in the same location as
  in earlier versions.
• Bubble Help is available to assist in making the
  proper selection.

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Go To field

• This is an easy method to access forms within
  Banner.
• Enter the 7 character form name in the field and
  select Enter. The form will be displayed.
• As mentioned, a new feature allows users to
  access previously viewed forms by placing the
  cursor in the field and using the up and down
  arrows to select forms.

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Navigation Tips

• Option Window within the Key Block area of a
  form, users will be able to right click and have
  a list of options display.
• Notice the option, Add to Personal Menu. This
  feature will add the current form to your My
  Banner.

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Key Strokes

• Key Strokes are an available method of navigation
  within Banner.
• To see Key Stroke functions, in the Menu Bar
  select Help/Show Keys.

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Tabs

• Several forms have now provided Tabs in the Next
  Block area of a form.
• These Tabs are to assist users in navigating to
  various information.
• By providing Tabs, Options are now available by
  selecting the Tab and the need for scroll bars on
  some forms are no longer necessary.

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Navigation Key Window

• While on a form, press F5 and a Display
  Navigation Window will display.
• Users may then enter the desired form in the Go
  To field and the form will be displayed. (see
  page 20)
• Also available is a link to My Institution.
• To removed the window, press F5.

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New Search features

• The magnifying glass as a search button, has been
  replaced.
• The blue lettering as a search tool has been
  removed from the forms.
• New Search icons
• If the arrow is within the field, there is a
  pull-down list available.
• If the arrow is outside the field, users are
  allowed to search.

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SPAIDEN
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FOIDOCH
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PWAEBIO
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TSAAREV
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APAIDEN
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Review

• The look of Banner has changed
• Recommended display resolution is 1024 X 768page
  3
• Basic functionality of Banner is similar
• New navigational features to assist users
• Access forms from the Go To field by either
  entering form name of placing cursor in
  field and using the arrow key to view forms
  already accessedpage 10
• Expand folders by using Products search
  featurepage 11
• My Links allows users to provide quick link to
  frequently used web sites through Personal
  Linkpage 12
• My Institution link is a quick way to go to the
  vt.edu home pagepage 17
• Enhanced Users Preferences allow users to
  customize their displaypages 14, 15 16
• Additional navigation method while in Next Block
  areapage 19
• F5 key will display the Go To field at any
  timepage 20
• Be Awarepage 20
• Tabs on several forms allowing users to view
  information without exiting form and accessing a
  separate formpage 21
• New Search Iconspage 21

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Contacts

• Human Resources
• Stacey Poertner 231-3733 poertner_at_vt.edu
• Finance
• Doug Irvin 231-3381 irvinda_at_vt.edu
• Purchasing
• Bonnie Sutphin 231-4637 sutphinb_at_vt.edu
• Accounts Payable
• Jeanie Quesenberry 231-2544 jque_at_vt.edu
• Accounts Receivable
• Ken Williams 231-7858 kenw_at_vt.edu
• Student
• Woody Ashton 231-7862 ashton_at_vt.edu
• Alumni/Development