1. Banner Fundamentals -Form Naming -Menu -Navigation
-Frequently Used Forms:
General Student
Admissions
Holds, Authorization/Permits, Registration

2. Accessing Banner Three Ways Provided to Access Banner Data Database
Direct SQL Access
Self Service Banner (SSB)
Internet Native Banner (INB)
Database
Web Pages
Forms
Middleware

3. Accessing Banner
Direct SQL Access
Database

4. Accessing Banner
Self Service Banner (SSB)
Web Pages

5. Accessing Banner Internet Native Banner (INB) Forms
Go Through Menu Structure, Pull Out Names

6. Accessing Banner Internet Native Banner (INB) – Going Away By 2018
Forms
Go Through Menu Structure, Pull Out Names

7. Accessing Banner Internet Native Banner (INB) -> Banner XE Forms
Go Through Menu Structure, Pull Out Names
Web Pages

8. Forms What are they? “Day-to-day” forms
Application - use these forms to enter, update, and query information. This is the most common type of form.
Inquiry - Use these forms to look up existing information, often returning information to the calling form. You can access these forms from the main menu, from another form, with Direct Access, or with Object Search.
Query - Use these forms to look up existing information, often returning information to the calling form. You must access these forms from another form. You cannot access them directly from the main menu, Direct Access, or Object Search.

9. What’s in a Name? Product Areas BANNER AREA FIRST CHARACTER General G
Financial Aid R
General Person S
Accounts Receivable T
Observations from Forms

10. What’s in a Name? S_ _ _ _ _ _ Naming Rules
Student
A C E F G H I L
M O
P R S T
Admissions
Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table
Naming Rules
All forms / tables are 7 characters long
First character is the area
Second character is the module

11. What’s in a Name? Naming Rules S_ _ _ _ _ _
Third character is the type
Remaining characters identify the form
S_ _ _ _ _ _
Student Module
A C E F G H I L
M O
P R S T
Admissions
Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table
Student Type
A B I P R V
Application
Base Table Inquiry Form Process Rules Form, Report Validation form

12. What’s in a Name? Naming Rules S P R _ _ _ _
Third character is the type
Remaining characters identify the form
S P R _ _ _ _
Student Module
A C E F G H I L
M O
P R S T
Admissions
Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table
Student Type
A B I P R V
Application
Base Table Inquiry Form Process Rules Form, Report Validation form

13. What’s in a Name? IDEN TELE S P R _ _ _ _ ADDR HOLD MEDI
Student Module
A C E F G H I L
M O
P R S T
Admissions
Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table
Student Type
A B I P R V
Application
Base Table Inquiry Form Process Rules Form, Report Validation form

14. What’s in a Name? LEVL MEET GMOD S S R _ _ _ _ SCHD Student Module
A C E F G H I L
M O
P R S T
Admissions
Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table
Student Type
A B I P R V
Application
Base Table Inquiry Form Process Rules Form, Report Validation form

15. What’s in a Name? S C B _ _ _ _ STDN CRSE SECT S G B _ _ _ _
S S B _ _ _ _
Student Module
A C E F G H I L
M O
P R S T
Admissions
Catalog Support Services Registration / Fee Assessment General Student Grades / Academic History Faculty Load Location Management CAPP Overall Person Recruiting Schedule Validation Form / Table
Student Type
A B I P R V
Application
Base Table Inquiry Form Process Rules Form, Report Validation form

16. Important Forms to Know
Student
SAAADMS
SCACRSE
SFASLST SGAADVR
SGASTDN
SHADEGR
SHADIPL
SHAGAPP
SHATCKN
SIAINST
SOAHOLD
SOATEST
SOASBGI
SPACMNT
SPAIDEN
SSASECT
STVSBGI STVTERM
SZAREGS
General
GJAPCTL
GLALETR
GOATPAC AR
TBAACCD
TSADETL
TSAMASS
TSICSRV

17. Naming Conventions “SPACMNT”
7 character form name - All forms use a 7-character name code to identify them. Each letter in the name signifies information about where the form is located and its purpose:
Position 1 = system ownership; for example “S” = Student system
Position 2 = module ownership; for example “P” = General Person
Position 3 = type of form; i.e. “A” = Application form
Position 4-7 = form identification; i.e. “CMNT” = comment
“SPACMNT”

18. Form Components
Blocks – Area of information on a form; think of it as a paragraph on a page
Key block contains basic information
Subsequent blocks contain detailed information related to the key block
Fields – One item of information found in a block
Records – A collection of fields for one entity within a form

19. Banner Access Portal
Open Internet Explorer Double Click URL Double Click Application You Wish To Use
Access Banner via the Direct Link

20. Logging into Banner
Enter your AD Username and Password

21. Logging into Banner Or …
You can click on Banner XE Admin from the Portal

22. Banner 9 Landing Page

23. Displays the username for the person logged into the active session
Banner 9 Landing Page #
AREA
ICON
FUNCTION 1.
Menu
Click on this icon to open the Banner Menu and find the page you are interested in opening. 2.
Search
Click this icon to open the search window. You can then enter with the descriptive name of the page or the Banner acronym for the page. 3.
Recently Opened
It is displayed with a count of pages after you have opened the first page in an application. Open the list and select a page to access it. 4.
Home Page
N/A
Displays the name of the University and returns the user to the AppNav landing page 5.
Banner User Name
Displays the username for the person logged into the active session 6.
Sign Out Button
Use this when closing the application instead of just closing your browser to make sure you are logged out of Banner 9. 7.
Help Icon
By selecting this icon help information will be displayed about the page you are currently viewing 8.
Search Box
In this box, you enter either the descriptive name of the page or the Banner acronym for the page. Find the desired entry and click Enter. 9.
Key Board Shortcuts
The AppNav page has a set of keyboard shortcuts, which you can review by clicking on Keyboard Shortcuts in the bottom right corner of the page.

24. Banner Main Menu Form Access Tree Hierarchy - drill down approach
Direct access
Personal Menu
Site Map
Paige

25. Form Overview Page Header Key Block Information Block Auto-Hint Bar
Status Bar

26. Page Header Page close icon Page Title
This is formatted per the preferences established on the User Preference (GUAUPRF) page.
Add/Retrieve Icons
These are used with Banner Document Management.
Related Menu
This displays a list of pages that can be accessed from this page (Options Menu in Banner 8).
Tools Menu
This includes refresh, export, print, clear record, clear data, item properties, display ID image, and other options controlled by the page.
Notification Center

27. Key Block
The first block on most pages contains key information. The key block determines what data is entered or displayed on the rest of the page. All the information on the page is related to the key block. The key block stays on the page as subsequent sections are displayed.
To access the body of the page, populate the key block data and then click Go (Enter)
You can return to the key block if you are in the body of a page by clicking Start Over (F5).

28. Personal Menu (GUAPMNU)

29. Personal Menu (GUAPMNU)

30. Personal Menu (GUAPMNU)
Results After Logging Off & Back On To Banner

31. Person Search (SOAIDEN)

32. Person [SSN] Search (GUIALTI)

33. Person Info (SPAIDEN)

34. Admissions Application (SAAADMS)

35. Admission Decision (SAADCRV)

36. Prior College Query (SOAPCOQ)

37. General Student Academic (SGASTDN)

38. Test Scores (SOATEST)

39. Schedule Section Search (SSASECQ)

40. Registration Query (SFAREGQ)

41. Registration Audit (SFASTCA)

42. Class Roster (SFASLST)

43. Course Summary (SHACRSE)

44. Term History / GPA (SHATERM)

45. Hold Information (SOAHOLD)

46. Person Comments (SPACMNT)

47. Permits / Authorizations (SFASRPO)

48. Student Registration (SZAREGS)