1. The College of William and Mary Banner 6.2 August 2005 Getting the Most out of Banner Self Service An Overview for Academic Advisors

2. The College of William and Mary Banner 6.2 August 2005 Agenda and Objectives Learn how to find information about your advisees in Banner Self Service Learn how to use the class search tool to help your advisees find classes that meet their needs Learn where to get help when you need it

3. The College of William and Mary Banner 6.2 August 2005 Banner Self Service Basics Self Service = personalized access to your courses and your advisees records Login to myWM (http://my.wm.edu) with your WMuserid and passwordhttp://my.wm.edu Select the Self Service tab and then Select Banner Self Service – OR – Click on the Banner Icon in the upper right corner. Select Faculty

4. The College of William and Mary Banner 6.2 August 2005 FERPA and Releasing Information Directory Information – can be released to the public unless student has requested confidentiality – http://www.wm.edu/registrar/ferpa.php http://www.wm.edu/registrar/ferpa.php Academic, Financial, Judicial/Honor Information – may not be discussed with anyone but the student or other College faculty/staff members with a need to know – exception – student submits specific permission for release (to the Dean of Students Office) and it is recorded in Banner

5. The College of William and Mary Banner 6.2 August 2005 Viewing Your Advisee List From the Faculty Services menu, select Advisor Menu Select Display Advisees When prompted, select the appropriate term Your list of advisees for the term selected will appear – You will see Freshman/Sophomore and Major advisees Use the list to drill down for detailed information on each student

6. The College of William and Mary Banner 6.2 August 2005 Advisee Information – Basic Name ID Number Addresses Phone Numbers Info Release Permissions Email Address Admit Term Student Type (New, Transfer, Readmitted, Continuing) Citizenship Residency/Domicile

7. The College of William and Mary Banner 6.2 August 2005 Advisee Information – Academic Alternate PIN – must be given to student for registration after the advising session Holds Test Scores – SAT / ACT Scores – Foreign Language exemption – Miscellaneous other exemptions

8. The College of William and Mary Banner 6.2 August 2005 Advisee Information – Academic Transcript – Transfer Work (includes AP and IB Credits) – Institutional Courses – Hours and GPA – Courses in Progress – Academic Standing (probation) Degree Evaluation Midterm Grades

9. The College of William and Mary Banner 6.2 August 2005 The Advisee Listing Addresses, Phone Numbers, Info Release Permissions Email Address Admit Term, Student Type, Citizenship, Domicile SAT, ACT, Foreign Language Exemption AB, IB, Transfer Credit, W&M Credit, Grades, Hours, GPA, Courses in Progress, Probation

10. The College of William and Mary Banner 6.2 August 2005 The Class Search From the Faculty Services menu, select Summary Class Schedule (last menu item) – This is the same search that appears on the student Registration Menu as Look Up Classes to Add When prompted, select the appropriate term Select a subject – Subject is required! – Select multiple – Hold Ctrl key, click on each subject – Select all – Hold Shift key, click on first and last subject

11. The College of William and Mary Banner 6.2 August 2005 Using the Class Search, cont. Select any other search criteria desired – Attribute Type = GERs, proficiencies, specific major requirements, instructor permission, special fees, etc. – A wildcard (%) can be used in any text field Press Class Search button to submit query Drill down on CRN in results for details such as: – seats available, prerequisites and corequisites, restrictions, attributes, catalog information

12. The College of William and Mary Banner 6.2 August 2005 Degree Evaluation – a.k.a. CAPP Curriculum Advising & Program Planning Maintained by the Registrars Office and still partly under construction Most undergraduate degree requirements programmed – 120 hours, GERs, proficiencies, etc. – All majors except a few interdisciplinary programs Use Quick Reference Guide for instructions Send any discrepancies to capp@wm.edu

13. The College of William and Mary Banner 6.2 August 2005 Midterm Grades From the Faculty Services menu, select Advisor Menu Select Student Active Registrations ALERT ! Name/ID of last student you viewed will be displayed unless you use ID Selection to change the student If prompted, enter ID or search for advisee, and click Submit. Midterm Grade is displayed in column 2 for each course To view another student, use the Advisor Menu link (at the bottom of the page) From the Advisor menu, use the ID Selection option

14. The College of William and Mary Banner 6.2 August 2005 Navigation Hints and Tips Use quick links at the bottom of each page when available Use the Display Advisees list to drill down to details – Student names do not display on all detail pages – Use Return to Previous link to get back to list When using the ID Selection search: – Make sure to select radio button for Advisees – Less is more! Search by last name only – Use wildcard (%) in Last Name field to see all advisees

15. The College of William and Mary Banner 6.2 August 2005 Navigation Hints and Tips Inactivity Timeout in myWM = 30 minutes – Banner Self Service activity does NOT count toward the 30 minutes of inactivity. – Use links on the myWM Home tab to remain active. Remember to logout

16. The College of William and Mary Banner 6.2 August 2005 Questions What do I do if I find data in Banner that I think is not accurate? How can I see the advising survey data for my advisees? Other questions...

17. The College of William and Mary Banner 6.2 August 2005 Where to Get Help Academic Advising Office: Web: http://www.wm.edu/academicadvising >> Resources for Advisors Phone: 757-221-2800 Registrars Office: Web: http://www.wm.edu/registrarhttp://www.wm.edu/registrar >> Faculty & Staff >> Advisor/Advisee Info Email: registrar@wm.eduregistrar@wm.edu Phone: 757-221-2800