Navigation

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Navigation

• USU Banner System

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What is Banner?

• A consolidated Information System designed
  specifically for higher education
• A system which was purchased by Utah System of
  Higher Education for state-wide implementation
• Also being used by other research institutes of
  varying sizes
• An Oracle engine and software reside on Linux
  servers operated by USU NCS
• Accessed through a web browser
• USUs system of record for all business
  transactions.

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Course Objectives

• Access USU Banner
• Menus
• Forms
• Navigating through Banner
• Help

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Data Security

• Use discretion when downloading Banner
  information.
• Desktop security should be used in conjunction
  with Banner access.

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FERPA

• Family Educational Rights and Privacy Act
• Please review the FERPA tutorial on our website
  http//www.usu.edu/banner/tips/banner101.htm
• FERPA outlines student privacy rights.
• USU is bound by law to follow these guidelines.
• Non-directory student information is confidential
  and must be protected. FERPA prohibits
  disclosing student information to spouses or
  parents.
• Student information with a privacy flag may not
  be divulged in any form.

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Accessing USU Banner

• Download Java Runtime on your machine
• Banner website banner.usu.edu
• Note no www!
• Username firstname_lastname
• Initial password A (SSN)
• You will be prompted immediately to change your
  password on you initial entry to Banner.

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http//banner.usu.edu
Please use the USU Banner Links!
Employees at USURF will use the Research
Foundation Links
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Fill in Your username and password. Press ENTER
or click on Connect
Do not enter anything In the Database field.
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Banner Main Page
System Menus
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There are several ways to access a form

• MAIN MENU Expand the main menu
• DIRECT ACCESS Type the name of the form in the
  Direct Access box (GO TO) and press enter.
• MY BANNER select a form in your custom menu
• SEARCH Use the drop down box next to the direct
  access box to search for a form.
• OPTIONS MENU Find forms related to a specific
  item in the Options on the Menu Bar
• QUICK FLOW Use a Quick flow to link forms
• LAST 10 FORMS The last 10 forms you have used
  are saved at the bottom of the File menu.

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One way to access a form is to find it in the
main menu
System
Module

• Click on folders to expand or
• collapse a menu.
• Click on form name to go to
• to the form.

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Another way to access a form is to type the name
in the Direct Access box.
Direct Access

• Press enter after you
• type the form name.
• Clicking on the box will
• give you search options

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Clicking on a form in My Banner is a third way to
access a form
My Banner is a custom menu that you build
for yourself. Add the forms you use the most
for quick, easy access.
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Navigating inside a form

• Keystrokes See a table listing all keystrokes by
  pressing Control F1.
• Banner icons Click on Banner icons in the
  horizontal toolbar.
• Pull Down Menus Select functions in the pull
  down menus in the menu bar.

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Click on items in the menu bars to reveal
available functions
Menu Bar Click on a menu item to see a drop
down box.
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Click on icons in the horizontal toolbar to
perform basic functions
Horizontal toolbar Banner runs inside your
browser. Do not use the browser icons while in
Banner!
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Icons
Save
Rollback
Select
Insert Record
Delete Record
Cancel Query
Next Record
Previous Block
Print
Exit
Next Block
Enter Query
Previous Record
View/Send Messages
Execute Query
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Auto Hint Status Lines
The Auto Hint Line tells what is needed in a
field, indicates certain errors, and verifies
that transactions are saved and complete. The
status line indicates where you are in a block of
records.
Auto Hint Line Status Line
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Options Menu
The Options Menu leads to information related
specifically to an item. it changes from form to
form and block to block.
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Find a list of values for fields that have an
arrow box next to them.
Click on the nation arrow box to see a list
of nation codes.
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Performing Searches in Banner

• Searchable fields are followed by a drop down
  arrow in a box.
• Click on the arrow or press F7 to begin a search
• Select a field and enter data.
• Use a wild card to aid in your search.
• The Banner wildcards are _ and
• The underscore _ will look up one character
• will look up one or more characters
• Press F8 or click on the execute search icon to
  perform the search.
• Double click on an item to retrieve it.

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Person Searches

• Before creating a person or vendor in Banner,
  perform a thorough search.
• Search using the last name.
• Compare birthdates if available.
• Search using SSN if available.
• Use wildcards
• DO NOT CREATE
• DUPLICATE PERSONS!

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Form Names

• All Banner forms, reports, jobs, and tables have
  seven-character names with the following
  structure
• Position 1 Identifies the system owning the
  form, report,
  process, or table
• Position 2 Identifies the part of the system
  you
• are using.
• Position 3 Identifies the type of form, report,
  process, or table
• Positions 4-7 Creates a unique
  four-character name description

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• S P A I D E N

Person Module
Student or General Person
IDEN Identification
Application Form Type
SPAIDEN is a General Person Identification form
from the Student System In Banner.
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Form Types

• Banner uses different types of forms
• Application forms Use these forms to enter,
  update, and query information. This is the most
  common type of form.
• Inquiry forms Use these forms to look up
  existing information to the calling form.
• Rules form Use these forms to define the
  calculations and parameters that impact
  processing on other forms, reports, and jobs.
• Control forms Use these forms to define the
  processing rules for application and validation
  forms at the system level.
• Validation forms Use these forms to define the
  values that can be entered in specific fields on
  application forms. These appear in the List of
  Values window.

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Parts of a Form

• A field is the smallest part of a form.
• Fields grouped together make a record.
• Records grouped together make a block.
• The key block is the main identifying piece of
  the form
• Blocks grouped together make a form.
• The driving block of a form is the Key Block.
• Think of a file folder. The key block is the
  information on the outside blocks are the pages
  within.

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Forms are made up of blocks.
Key Information Block

Information Block
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Use Next Block to navigate between different
blocks of information
Block Pull Down Menu
Icon
Click on Tabs
Keystroke Control Page Down
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Form Elements
Fields
Radio Button
Scroll Bar
Record
Check Box
Search
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Data Standards

• Do not use the sign when entering data
• Use only on search forms
• Do not use punctuation when entering data
• Adherence to Data Standards is critical to
  obtaining good report data from Banner.
• Helps reduce creation of duplicate records.
• Document created by the USU Banner Data Standards
  Team chaired by Kyle Hyde.
• Contains excellent guidelines for data entry into
  Banner, effective search tools for avoiding
  duplicate entries, and provides the defined
  values for many validation tables.
• Document is dynamic as other systems and modules
  are brought on line.

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Personalize Banner with your own custom menu,
colors and links.
My Banner
My Links
My Colors
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Customize Banner with Color!
Click on File, then Preferences. Click the box
by User Value to select colors for Specified
areas
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Personal Links
Change Your personal links by clicking on
File, then Preferences, then My Links
Personal Links
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For more information

• Feel free to contact me!
• Liz Kefauver
• SER 122A
• 4410 Old Main Hill, Logan, UT  84322
• Lizzy_at_cc.usu.edu
• A new phone number will be added soon.