Create Your Own Self-Service Pages

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Create Your Own Self-Service Pages

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Title: Create Your Own Self-Service Pages

1
Create Your OwnSelf-Service Pages

Presented by Robert Nitsos Jim Keene, SJ
Loyola Marymount University

April 4, 2006 Evaluation Code 053
2
Session Rules of Etiquette

Please turn off your cell phone/pager
If you must leave the session early, please do so
as discreetly as possible
Please avoid side conversation during the session

Thank you for your cooperation!
3
Introduction

Robert Nitsos
Assistant Registrar, Student Records Systems
Fr. Jim Keene, SJ
ITS, Senior Analyst

4
Loyola Marymount University

Private 4-Year Institution
gt7000 FTE
5400 UG
1700 GR
21 EdD
Self-Service Since Spring 2000
Currently Banner 6.4

5
Topics of Discussion

Need for Capability
Creation of Package
Creation of Custom Roles
Web Tailor
Live Demo (I Hope!)
Questions / Answers / Comments / Praise /
Donations / Accolades / etc.

6
Need for Capability

Why would anyone want to do this?

7
Need for Capability

Desired functionality does not exist in baseline.
Most users do not have access to Banner
Self-Service Only!
Repeated requests for the same information.
Make my life easier!

8
Creation of Package

How do I get started?

9
Where to Start

Look at Other Pages
See what SSCT is doing
Copy/Paste/Modify
Read BINFO, BSTUDENT, BORACLE
Post to BINFO, BSTUDENT, BORACLE
Other User Websites

10
Creation of Package

Package Header
Define Procedures/Functions to be Called
Passed Parameters
Package Body
Main Procedure Code
Additional Procedures/Functions/Cursors/etc.

11
Package Header

create or replace package lmubwfkadvr is
procedure LMU_P_Display_Advisors
(stupidm IN SPRIDEN.SPRIDEN_PIDMTYPE DEFAULT
NULL,
term IN STVTERM.STVTERM_CODETYPE DEFAULT NULL,
error_mess IN VARCHAR2 DEFAULT NULL)
Other procedures/functions defined
END lmubwfkadvr

12
Package Body

CREATE OR REPLACE PACKAGE BODY lmubwfkadvr AS
/ make sure registered then continue to process
/
/ Global type and variable declarations for
package /
pidm spriden.spriden_pidmTYPE
row_count NUMBER
/ LMU Show Advisors
/
procedure LMU_P_Display_Advisors
(stupidm IN SPRIDEN.SPRIDEN_PIDMTYPE DEFAULT
NULL,
term IN STVTERM.STVTERM_CODETYPE DEFAULT NULL,
error_mess IN VARCHAR2 DEFAULT NULL)
is

13
Package Body (cont.)

Variable Declarations
curr_release varchar2(10) '6.3'
term_rec stvtermrowtype
term_desc stvterm.stvterm_descTYPE
hold_term stvterm.stvterm_codeTYPE
hold_stupidm spriden.spriden_pidmTYPE
hold_stupidm_char varchar2(30) DEFAULT NULL
reg_role varchar2(1)
user_college stvcoll.stvcoll_codetype
stu_levl sgbstdn.sgbstdn_levl_codetype
stu_major sgbstdn.sgbstdn_majr_code_1type
stu_major1 sgbstdn.sgbstdn_majr_code_1type
stu_major2 sgbstdn.sgbstdn_majr_code_2type
stu_minor1 sgbstdn.sgbstdn_majr_code_minr_1type
stu_minor2 sgbstdn.sgbstdn_majr_code_minr_1_2ty
pe
mjr_coll stvcoll.stvcoll_codetype

14
Package Body (cont.)

/ Cursor for information that is to be displayed
/
cursor advr_info
is
select a1.sgradvr_pidm pidm,
a1.sgradvr_term_code_eff term_code_eff,
a1.sgradvr_advr_pidm advr_pidm,
a1.sgradvr_advr_code advr_code,
stvadvr_desc advr_desc,
a1.sgradvr_prim_ind prim_ind,
a1.sgradvr_activity_date activity_date
from sgradvr a1, stvadvr
where a1.sgradvr_pidm hold_stupidm
and a1.sgradvr_term_code_eff
(select max(a2.sgradvr_term_code_eff) from
sgradvr a2
where a2.sgradvr_term_code_eff lt hold_term
and a1.sgradvr_pidm a2.sgradvr_pidm)
and a1.sgradvr_advr_code stvadvr_code()
order by nvl(a1.sgradvr_prim_ind, 'N') DESC,
advr_desc

15
Package Body (cont.)

Check the current users PIDM and determine Roles
/ check for valid user and define roles /
IF NOT twbkwbis.F_ValidUser(pidm) THEN
return
END IF

16
Package Body (cont.)

If no Term was passed, get it from the user
IF TERM IS NULL THEN
hold_term twbkwbis.F_GetParam(pidm,'TERM')
ELSE
twbkwbis.P_SetParam(pidm,'TERM',term)
hold_term term
END IF
/ Make sure a term has been selected /
IF hold_term is null THEN
bwlkostm.P_FacSelTerm(calling_proc_name gt
'lmubwfkadvr.LMU_P_Display_Advisors')
RETURN
END IF

17
Package Body (cont.)

Check to see if user is a valid faculty member
IF NOT bwlkilib.F_ValidFac(hold_term, pidm) THEN
msg 'You must be a valid faculty member to
access '
'this page.'
twbkfrmt.P_PrintMessage(msg, 'ERROR')
twbkfrmt.P_Paragraph(1)
twbkwbis.P_CloseDoc(curr_release)
RETURN
ELSE
/ Indicate that user is a faculty member /
twbkwbis.P_SetParam(pidm, 'STUFAC_IND', 'FAC')
END IF

18
Package Body (cont.)

If no student PIDM was passed, get it from the
user
IF STUPIDM IS NULL THEN
hold_stupidm_char twbkwbis.F_GetParam(pidm,'S
TUPIDM')
ELSE
twbkwbis.P_SetParam(pidm,'STUPIDM',to_char(STUPI
DM,'999999999'))
hold_stupidm STUPIDM
END IF
/ If stupidm came from the table, then change
it to a number /
if hold_stupidm_char is not null then
hold_stupidm to_number(hold_stupidm_char,'999
999999')
end if
/ Make sure a student PIDM has been selected /
IF hold_stupidm IS NULL THEN
bwlkoids.P_FacIDSel(hold_term,
calling_proc_name gt 'lmubwfkadvr.LMU_P_Display
_Advisors',
calling_proc_name2 gt 'lmubwfkadvr.LMU_P_Displa
y_Advisors')
RETURN

19
Package Body (cont.)

Open Page, Display Information
bwckfrmt.p_open_doc ('lmubwfkadvr.LMU_P_Display_A
dvisors', hold_term)
/ If the user is not a valid faculty member
for the selected /
/ term, print a message, close the page, and
exit. /
IF NOT bwlkilib.F_ValidFac (hold_term, pidm)
THEN
msg 'You must be a valid faculty member for
the selected term to access this page.'
twbkfrmt.p_printmessage (msg, 'ERROR')
twbkwbis.p_closedoc (curr_release)
RETURN
END IF
twbkwbis.P_DispInfo('lmubwfkadvr.LMU_P_Display_Ad
visors','GENERAL')
term_desc nvl(f_get_desc_fnc('STVTERM',
hold_term, 30), 'Term Unknown')

20
Package Body (cont.)

Get Users Role, Get Users Home College
/ See if User is member of custom Registrar
role /
reg_role 'N'
twbkslib.p_fetchroles(pidm)
FOR i IN 1 .. twbkslib.num_roles
LOOP
IF (twbkslib.role_table(i) 'REGISTRAR') THEN
reg_role 'Y'
END IF
END LOOP
/ Get User's Home College /
open user_coll
fetch user_coll into uc_rec
if user_collnotfound then
user_college null
else
user_college uc_rec.coll

21
Package Body (cont.)

Get Users Role, Get Users Home College
/ Display Student Name Link to Address Info
/
bwcklibs.P_ConfidStudInfo (hold_stupidm,
hold_term)
/ Get Student's Program of Study /
open stu_info
fetch stu_info into s_rec
if stu_infonotfound then
twbkwbis.P_DispInfo('lmubwfkadvr.LMU_P_Display_A
dvisors',
'NO_PROGRAM')
else

22
Package Body (cont.)

Display Student Program Data
twbkfrmt.p_paragraph (1)
twbkfrmt.P_TableOpen('DATADISPLAY',
cattributes gt 'summary"This table displays
program information for the selected student."',
ccaption gt 'Program of Study -
'term_desc)
twbkfrmt.P_TableRowOpen
twbkfrmt.P_TableDataHeader('Level',caligngt'lef
t')
twbkfrmt.P_TableData(s_rec.levl_desc,caligngt'le
ft',ccolspangt'2')
stu_levl s_rec.levl_code
twbkfrmt.P_TableRowClose
twbkfrmt.P_TableRowOpen
twbkfrmt.P_TableDataHeader('Class',caligngt'lef
t')
twbkfrmt.P_TableData(s_rec.class_desc,caligngt'l
eft',ccolspangt'2')
twbkfrmt.P_TableRowClose
twbkfrmt.P_TableRowOpen
twbkfrmt.P_TableRowClose

23
Package Body (cont.)

Display Advisor Info
open advr_info
fetch advr_info into a_rec
if advr_infonotfound then
twbkwbis.P_DispInfo('lmubwfkadvr.LMU_P_Display_A
dvisors','NO_DATA')
if (s_rec.coll1 user_college) or (reg_role
'Y') then / Display button to Insert Advisor /
htp.formOpen('lmubwfkadvr.LMU_P_Select_Advisor'
, 'post')
htp.formHidden('s_pidm', hold_stupidm)
htp.formHidden('cur_term', hold_term)
htp.formHidden('u_coll', user_college)
htp.formHidden('r_role', reg_role)
htp.formHidden('cur_advr_pidm',
a_rec.advr_pidm)
htp.formHidden('cur_advr_code',
a_rec.advr_code)
htp.formHidden('cur_prim_ind',
a_rec.prim_ind)
twbkfrmt.P_TableOpen('DATADISPLAY')
twbkfrmt.P_TableRowOpen
twbkfrmt.P_TableDataOpen(caligngt'center')
htp.formSubmit(null, 'Insert Advisor')

24
Package Body (cont.)

Display Advisor Info
else
rcount 0
LOOP
if rcount gt 0 then
fetch advr_info into a_rec
end if
EXIT WHEN advr_infonotfound
if rcount 0 then
/ Open Table and Create Header Labels /
twbkfrmt.P_TableOpen('DATADISPLAY',
cattributes gt 'summary"This table displays
advisors
assigned to the selected student."',
ccaption gt 'Assigned Advisor(s) -
'term_desc)
twbkfrmt.P_TableRowOpen
twbkfrmt.P_TableDataHeader('Advisor
Name',caligngt'center')
twbkfrmt.P_TableDataHeader('Advisor
Code',caligngt'center')

25
Package Body (cont.)

Display Advisor Info
/ Format Advisor Name /
advisor_name f_format_name (a_rec.advr_pidm,
'LFMI')
if a_rec.advr_code 'MAJ1' then / Get Major
Coll for Major1 /
mjr_coll null
stu_major stu_major1
open majr_info
fetch majr_info into m_rec
if majr_infonotfound then
mjr_coll null
else
mjr_coll m_rec.coll_code
end if

26
Package Body (cont.)

If user is member of college, allow update of
existing advisor
if (reg_role 'Y') or (mjr_coll user_college)
then / Display Button to Allow Advisor Change
/
htp.formOpen('lmubwfkadvr.LMU_P_Select_Advisor',
'post')
htp.formHidden('s_pidm', hold_stupidm)
htp.formHidden('cur_term', hold_term)
htp.formHidden('u_coll', user_college)
htp.formHidden('r_role', reg_role)
htp.formHidden('cur_advr_pidm',
a_rec.advr_pidm)
htp.formHidden('cur_advr_code',
a_rec.advr_code)
htp.formHidden('cur_prim_ind', a_rec.prim_ind)
twbkfrmt.P_TableRowOpen
twbkfrmt.P_TableData(advisor_name,caligngt'left'
)
twbkfrmt.P_TableData(a_rec.advr_code,caligngt'le
ft')
twbkfrmt.P_TableData(a_rec.advr_desc,caligngt'le
ft')
twbkfrmt.P_TableData(a_rec.prim_ind,caligngt'lef
t')
/ Add button for Advisor Update /