Banner General

Banner Getting Started Guide

Release 8.5
December 2011
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subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question.

In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no
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Prepared by: Ellucian

4375 Fair Lakes Court
Fairfax, Virginia 22033
United States of America

Revision History
Publication Date Summary
December 2011 New version that supports Banner General 8.5 software.
Banner General 8.5
Banner Getting Started Guide

Contents

Chapter 1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Starting Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Using the Mouse and Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Keyboard Equivalents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Quick Reference Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Naming Conventions for Banner Objects . . . . . . . . . . . . . . . . . . . . . . 1-5

System Identifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Module Identifier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Object Type Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10

Chapter 2 All About Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

What Is a Form? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Window Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Alert Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Types of Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Using the Banner Menu Folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Customizing Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Application Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
Validation Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Rule Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Control Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10

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 Query Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11
Inquiry Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
Wizard Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13

Parts of a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14

Menu Bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14
File Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15
Edit Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
Options Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
Block Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
Item Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18
Record Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18
Query Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19
Tools Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19
Help Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20
Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23
Standard Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24
Links on the Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24
Title Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24
Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-25
Key Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-25
Other Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26
Auto Hint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26
Status Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26

Elements on a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27

Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27
Iconic Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27
Response Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-30
Check Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-30
Radio Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-31
Scroll Bars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-32
Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-33
Records, Rows, and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-33
Pull-Down Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34

Oracle Functions Used in Banner . . . . . . . . . . . . . . . . . . . . . . . . . . 2-35

Chapter 3 Getting Around Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

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 Direct Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Object Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Site Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Options Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Option Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Iconic Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Mouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Keyboard Equivalents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
QuickFlow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Last 10 Forms in the File Pull-Down Menu . . . . . . . . . . . . . . . . . . . . . . 3-10
Display Navigation Window Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10

Entering Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11

Entering Information Into Validated Fields . . . . . . . . . . . . . . . . . . . . . . . 3-11
Using the Code/Description Lookup Feature . . . . . . . . . . . . . . . . . . . . 3-12
Entering Information From Another Form . . . . . . . . . . . . . . . . . . . . . . . 3-17
Entering IDs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Inserting New Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-25
Data Format Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Identification (ID) Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-27
Letter Generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-27
Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-28
Avoid Special Characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29

Querying Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29

Query Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-30
Wildcards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-32
Extended Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-33
Extended ID and Name Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-35
Entering Basic Person Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-37
Maintaining Address and Telephone Information . . . . . . . . . . . . . . . . . . . 3-40
Date Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-45
Centuries in the Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-45
Dates and Time Stamps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-46

Viewing Job Submission Output . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-46

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 Using Banner Data Extract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-47
Availability of the Data Extract Feature . . . . . . . . . . . . . . . . . . . . . . . . . 3-47
Accounts Receivable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-48
Advancement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-48
Finance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-48
Financial Aid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-49
General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-49
Human Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-49
Student . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-50
Extracting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-51

Chapter 4 Features of Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Using the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Using the Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Using Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Accessing Online Help for a Form . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Browsing for Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Searching for Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Using the Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
Accessing the Help Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
Local Dynamic Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
Banner Documentation Bookshelf . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12
Help (Item Properties) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15
Show Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15
Auto Hint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15

Using the Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15

Banner Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18

Broadcast Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18

Chapter 5 Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Customizing Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

My Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Making Changes to My Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Title Bar Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9

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 Displayed Form Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10
Customizing the Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Default Expanded Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
My Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Changing Your Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Changing Your Banner Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Changing Your Banner Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Optimal Screen Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13

Chapter 6 Tips and Tricks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Shortcuts for Entering Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Navigation Shortcuts from the Main Menu . . . . . . . . . . . . . . . . . . . . . . . 6-1
Other Navigation Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Logging In/Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-1

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 1 Overview

Introduction
This handbook describes the basic features of the Banner System. Learning to use these
features is the foundation for using Banner at your institution.

Sample forms in this handbook were created in a Windows environment. Your forms may
have subtle differences if you use a different environment; however, most functionality is
the same regardless of your environment.

Starting Banner
The steps for accessing Banner depend on your hardware, software, and network
configuration. Because there are many ways to access Banner, this section does not give
specific steps for launching your system. Instead, this section describes the common
requirements for getting into Banner. Your institutions implementation may be different.

To help ensure that only authorized users access Banner, you must log in with a username
(user ID) and a password. Your institution may have additional network and operating
system login and security procedures.

These are the common steps for starting Banner.

1. Use your institutions procedures to start your workstation.

2. Launch your web browser and enter the URL used to access Banner.

3. Enter your username, password, and database (depending on your environment) at the
logon prompts. If you enter a wrong username or password, you are prompted to
reenter both. (Your institution determines the number of times you can try to log on.)

Once you complete these steps, the Banner main menu appears:

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 Select the folder next to a menu to expand the menu so you can see the objects it contains.
Select the folder again to collapse the menu.

In this figure the Products Menu is expanded. Your institution may be using another menu
as the default expanded menu on the main menu. Individual users can override the
institution default and establish a personal default. See the Banner General Technical
Reference Manual for instructions on setting the institution default. See To Specify the
Default Expanded Menu in chapter 5 for instructions on setting a personal default.

The main menu is the starting point for navigating through Banner. You can use the menu
structure to access a form, job, menu, or QuickFlow. Or you can use Direct Access to go to
a specific form if you know the forms name. Navigation is described in chapter 3, Getting
Around Banner.

Using the Mouse and Keyboard

You can perform most Banner functions with either a mouse or keyboard. For example,
you can save information by clicking a button on the toolbar, selecting an item from a pull-
down menu, or pressing equivalent keystrokes. Because you can choose from several
methods, this handbook does not usually tell you specifically how to perform a function.
Instead, the instructions say to select the function. Mouse and keyboard instructions are

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 given only if they are distinctly different from each other. Two symbols appear throughout
this handbook to indicate the different sets of instructions:

Mouse instructions

Keyboard instructions

Keyboard Equivalents

Specific keystrokes for a function depend on your environment. For example, Enter Query
might be F7 in one environment and F11 in another. Because keystrokes vary from one
environment to another, they are not described in this manual. Show Keys is a valuable
tool that helps you use the keyboard. This function lists the keyboard equivalents available
in your environment for the current form, window, and field.

Show Keys lists the

keyboard equivalents that
are available in your
environment for the current
form, window, and field.

To display keyboard equivalents:

Select Help>Show Keys Use the keystrokes for the Show Keys function.
(Check with your data center personnel for these
keystrokes.)

Quick Reference Chart

You can complete the chart on the next page and use it as a quick reference for keyboard
equivalents at your institution. First use Show Keys to determine the equivalent for each
option on the Banner pull-down menus. Then record each equivalent on the chart. You can
post the chart for easy reference.

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 File Edit Options Block Item Record Query Tools Help

Direct Access Cut Varies by Previous Previous Previous Enter Document Online Help
form Management
Suite

Object Copy Next Next Next Execute Workflow Dynamic

Search Help Query

QuickFlow Paste Clear Clear Scroll Up Last Criteria Dynamic

Help Edit

Select Edit Duplicate Scroll Down Cancel Help (Item

Properties)

Rollback Clear Count Hits Show Keys

Save Remove Fetch Next List

Set

Refresh Insert Display Error

Print Duplicate Display ID

Image

Exit Lock Calendar

Exit Calculator
QuickFlow

Exit Banner Extract Data

with Key

Return to Extract Data

Menu No Key

Preferences Technical
Support

About Banner

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 Naming Conventions for Banner Objects
The unique seven- or eight-character names of Banner objectsforms, reports, jobs, and
tablesare assigned according to a set of conventions. Each name is built from the same
four components:
System identifier (one or two characters). See System Identifiers, below.
Module identifier (one character). See Module Identifier on page 1-6.
Object type code (one character). See Object Type Codes on page 1-10.
Unique identifier (four characters).

A few examples of Banner object names are shown in the table below.

Item Name System Module Object type Unique identifier

SPAIDEN S P A IDEN
Student Person Application Identification

GJRRPTS G J R RPTS
General Job Submission Report Report and Parameter
Information

GTVZIPC G T V ZIPC
General Validation form/ Validation form/ Zip/Postal Code
table table

Note
For information about table and column naming conventions, refer to the
General Technical Reference Manual.

System Identifiers
The first component of a Banner object name is a one- or two-character system identifier.
This code identifies the primary system owning the form, report, job, or table.

Note
In most case (but not always) the system identifier is the same as the
System Indicator in the GTVSYSI table.

Note
If the identifier code is one character long, the form, report, job, or table
name is seven characters long. If the identifier is two characters long, the
name is eight characters long.

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 Identifier System
A Banner Advancement
E Banner Document Management Suite
F Banner Finance
G Banner General
IC Banner Integration Components
I Information Access (Kiosk)
K Reserved for localizations to support regional markets.
MC Reserved for Mod Center
N Banner Position Control
P Banner HR/Payroll/Personnel
R Banner Financial Aid
S Banner Student
T Banner Accounts Receivable
VR Banner Voice Response
W Reserved for client applications that co-exist with Banner
XP Windstar International Tax Navigator Interface for Banner
Y Reserved for client applications that co-exist with Banner
Z Reserved for client applications that co-exist with Banner

Module Identifier

The second component in a Banner object name (typically position 2) identifies the
module of the form, report, job, or table.

Module
System Identifier Code Module
All systems any K Reserved by SunGard Higher Education for
localizations to support regional markets.
Note: Some forms that were originally
released for regional localizations were
added to Baseline Banner. These forms
retain the K in this position.
V Reserved by SunGard Higher Education for
localizations to support regional markets
W Reserved for client forms or modules used
within a Banner application
Y Reserved for client forms or modules used
within a Banner application
Z Reserved for client forms or modules used
within a Banner application

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 Module
System Identifier Code Module
Advancement A A Membership
D Designation
E Event Management
F Campaign
G Pledge and Gift/Pledge Payment
L Label
M Prospect Management
O Organization
P Constituent/Person
S Solicitor Organization
T Validation form/table
U Utility
X Expected Matching Gift

BDMS E T Validation form/table

X BDMS

Finance F A Accounts Payable

B Budget Development
C Cost Accounting
E Electronic Data Interchange
F Fixed Assets
G General Ledger
I Investment Management
N Endowment Management
O Operations
P Purchasing/Procurement
R Research Accounting
S Stores Inventory
T Validation form/table
U Utility
X Archive/Purge

General G E Event Management

J Job Submission
L Letter Generation
O Overall
P Proxy Access/Purge
S Security
T Validation form/table

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 Module
System Identifier Code Module
U Utility
X Cross product

Information Access/ I G General

Kiosk R Financial Aid
S Student

Integration Components IC G General/Overall

Position Control N A Application

B Budget
C COBRA
D Benefit/Deductions
E Employee
H Time Reporting/History
O Overall
P General Person
R Electronic Approvals
S Security
T Validation/rule table
U Utility
X Tax Administration

Human Resources P A Application

B Budget
C COBRA
D Benefit/Deductions
E Employee
H Time Reporting/History
O Overall
P General Person
R Electronic Approvals
S Security
T Validation/rule table
U Utility
X Tax Administration

Financial Aid R B Budgeting

C Record Creation
E Electronic Data Exchange

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 Module
System Identifier Code Module
F Funds Management
H History and Transcripts
J Student Employment
L Logging
N Need Analysis
O Common Functions
P Packaging & Disbursements
R Requirements Tracking
S Student System Shared Data
T Validation form/table
U Utility

Student S A Admissions
C Catalog
E Support Services
F Registration/Fee Assessment
G General Student
H Grades/Academic History
I Faculty Load
L Location Management
M CAPP
O Overall
P Person
R Recruiting
S Schedule
T Validation form/table
U Utility

Accounts Receivable T F Finance Accounts Receivable

G General Accounts Receivable
O Overall
R Research Accounting
S Student Accounts Receivable
T Validation form/table
U Utility

Voice Response VR G General

H Header (Overall)
R Financial Aid

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 Module
System Identifier Code Module
S Student
Note: The codes listed above apply to Voice Response packages. Voice Response forms are
found in the General product and begin with the letters GOR.

Windstar International XP D Download

Tax Navigator Interface E Extract
for Banner

Object Type Codes

The third component of a Banner object name (typically position 3) identifies the type of
form, report, job, or table
.
Object
Type
System Identifier Code Description
Advancement A A Application form
B Base table
C Called/list form
I Inquiry form
P Process/report
R Repeating rules table
T Temporary table
V Validation form
V View

Finance F A Application form

B Base table
I Inquiry form
M Maintenance form
Q Query form
R Rule table
R Repeating table
R Report/process
V Validation form/table
V View

BDMS E A Application form

V Validation form/table

General G A Application form

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 Object
Type
System Identifier Code Description
B Base table
B Batch COBOL process
I Inquiry form
O Online COBOL process
Q Query form
R Rule table/form
R Repeating table
R Report/process
T General maintenance
T Temporary table
V Validation form/table
V View

Information Access/ I R Report/process

Kiosk

Integration Components IC R Report/process

Position Control N A Application form

B Base table
B Batch COBOL process
I Inquiry form
P Process
R Rule table
R Repeating table
R Report/process
V Validation form/table

Human Resources P A Application form

B Base table
B Batch COBOL process
I Inquiry form
P Process
R Rule table
R Repeating table
R Report/process
V Validation form/table

Financial Aid R A Application form

B Base table
I Inquiry form

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 Object
Type
System Identifier Code Description
P Process/report
R Rule table
R Repeating rules table
R Report
T Temporary table
V Validation form/table
V View

Student S A Application form

B Base table
I Inquiry form
P Process
Q Query form
R Rule table
R Repeating table
R Report/process
V Validation form/table
V View

Accounts Receivable T A Application form

I Inquiry form
P Process
Q Query form
R Report
V Validation form/table

Voice Response V K Database package

Windstar International XP P Report/process

Tax Navigator Interface
for Banner

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 2 All About Forms

What Is a Form?
A form is an online document where you can enter and look up information in your
database. A form visually organizes information so it is easier to enter and read. A Banner
form is similar to a paper form, except information is entered once and then used by other
forms, reports, and jobs.

Forms can include windows, window panes, dialog boxes, and alert boxes.

Windows

A window is a framed portion of a form. Just as some paper forms have multiple pages,
some Banner forms have multiple windows. The first window in a form is called the main
window and is identified by the form name. All other windows in the form have their own
unique names.

This form has three

open windows:

main window

Revenue window

Expenses window

The Expenses window is the

active window, indicated by
the highlighted title bar.

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 More than one window can be open at the same time. The only limits are determined by
the amount of memory installed on your system. Not all windows are the same size, so you
might see parts of more than one window at the same time.

You can move a window by dragging its title bar to a new location. (You cannot move the
title bar above the screen.) Your environment may let you resize and move windows in
other ways. Refer to the documentation for your environment.

Warning
Banner windows do not use the close button ( ) in the upper right corner.
Choosing that button will close the form.

Window Panes
A window pane is an area within a window that has more fields than can appear at one
time.

This is a window

A horizonal scroll bar always

appears under a window pane.

You can use the horizontal scroll bar at the bottom of a window pane to see the remaining
fields in the pane. You cannot see all fields at one time.

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 To scroll through the fields in a window pane:

Click and drag the scroll box right or Select the Next Item function (to move
left. to the right) or the Previous Item
function (to move to the left).
OR
Note: The cursor skips display-only
Click the arrow at either end of the fields, moving only to enterable fields.
scroll bar.

Dialog Boxes

A dialog box is a window that appears when you must choose from two or more
responses.

This dialog box has three

possible responses.

You must acknowledge a dialog box before you can do anything else on the form.

To acknowledge a dialog box:

1. Select the Next Item function to

Click the button you want. move to the button you want.

2. Press Enter.

Alert Boxes

An alert box is a window that notifies you of a condition that may impact data. You can
choose to receive extra alerts when accessing IDs of deceased people, or for IDs that are
confidential in nature. Refer to chapter 5 for information about setting up extra
confidential and deceased notifications.

For example, this alert box may appear if you try to enter information for a deceased
person:

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 An alert box always has one response.

You must acknowledge an alert box before you can do anything else on the form.

To acknowledge an alert box:

Click the OK button. Press Enter.

Types of Forms
Eight types of forms are used throughout Banner:

Main menu Use this form to navigate through Banner. It provides an

overview of the menus, forms, jobs, and QuickFlows in the
system.

Application Use these forms to enter, update, and query information. This
forms is the most common type of form.

Validation Use these forms to define the values that can be entered in
forms specific fields on application forms. These values are used
throughout Banner. When you look up a code or select the List
function, these values appear in the List of Values window.

Rule forms 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.

Query forms 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, with Direct Access, or with
Object Search.

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 Inquiry forms 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.

Wizard forms Use these forms to give step-by-step instructions for

completing an application.

Validation, rule, and control forms are used to tailor Banner to your institutions
procedural requirements when Banner is implemented. You can make revisions with these
forms any time, if your security level permits.

Note
Only Banner General uses all of the different form types. Most Banner
products use only five or six.

Main Menu

collapsed

expanded
menu

Currently
selected menu is
highlighted.

The main menu provides access to the menus, forms, jobs, and QuickFlows in Banner, and
is used to navigate through Banner. Refer to chapter 3, Getting Around Banner, for
instructions about using the main menu to navigate.

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 The main menu displays the Banner products in a familiar Windows-style hierarchical
folder structure. Standard menus are delivered with Banner, but your institution can
reorganize and add menus to meet your specific needs.

Using the Banner Menu Folders

The main menu provides many options for navigating Banner, as well as a place to create
your own custom menus and links for frequently accessed forms, processes, and external
web sites. These features are described briefly here, and in more detail in chapter 3,
Getting Around Banner.

The large pane of the main menu displays two menus:

My Banner. This menu contains the menus, forms, jobs, and QuickFlows most
important in the workday of the individual user. This menu is tied to a users Oracle
user ID.
Products Menu. This menu organizes menus, forms, jobs, and QuickFlows by the
following Banner products: Student, Advancement, Finance, Human Resources,
Financial Aid, General, and Banner Document Management Suite.

The main menu is delivered with the Products Menu expanded. During installation, your
system administrator can establish another menu as the default expanded menu. Individual
users can override the institution default and establish a personal default for the menu that
is expanded on the main menu. See the Banner General Technical Reference Manual for
instructions on setting the institution default. See To Specify the Default Expanded
Menu in chapter 5 for instructions on setting a personal default.

Customizing Menus

You can use the following forms to customize menus for your entire institution or
individual users:

Menu Maintenance Lets you create custom menus for your institution. See
Form (GUTGMNU) Customizing Menus in chapter 5.

My Banner Lets you create a My Banner for an individual user. See

Maintenance Form "My Banner" in chapter 5.
(GUAPMNU)

My Banner Copy Form Lets you copy a My Banner from one user to other users.
(GUTPMNU) See "My Banner" in chapter 5.

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 Application Forms

Application forms are used to enter, update, and query information in Banner. This is the
most common type of form.

The Letter Process Form (GUALETR) is an example of an application form.

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 Validation Forms

Validation forms are used to define the values that can be entered in specific fields on
application forms. These values make up a fields List of Values (LOV).

Banner uses LOVs to validate many fields. When the cursor is in a field that must be
validated, List of Values appears in the status line, indicating that the entry must come
from the LOV. If you try to enter a value that isnt in the LOV, an auto hint message
appears. See "Entering Information Into Validated Fields" in chapter 3 for more
information.

Most validation forms are completed when Banner is implemented. If your security level
permits, you can use a validation form to enter new values or update existing ones.
Remember, you can only change values with a validation form, not through an LOV
window.

The ZIP/Postal Code Validation Form (GTVZIPC) is an example of a validation form.

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 Rule Forms

Rule forms are used to define the calculations and parameters that impact processing on
other forms, reports, and jobs. These forms let you tailor Banner to your institutions
procedural requirements. You can enter new rules or revise existing ones if your security
level permits.

The Object Definition Rules Form (GLROBJT) is an example of a rule form.

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 Control Forms

Control forms are used to define the processing rules for application and validation forms
at the system level. You can enter new controls or revise existing ones if your security
level permits.

The Installation Control Form (GUAINST) is an example of a control form.

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 Query Forms

Query forms are used to look up existing information, often returning information to the
calling form. You must access a query form from another form. You cannot access it
directly from the main menu, with Direct Access, or with Object Search.

The Dorm Room Query Form (SLARUSE) is an example of a query form.

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 Inquiry Forms

Inquiry forms are used to look up existing information, often returning information to the
calling form. You can access an inquiry form from the main menu, from another form,
with Direct Access, or with Object Search.

The Function Attendance Inquiry Form (GEIATTD) is an example of an inquiry form.

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 Wizard Forms

Wizard forms are used to give step-by-step instructions for completing an application.

The Wizard Step Setup Application Form (GOADSTE) is an example of a wizard form.

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 Parts of a Form
The following figure shows a sample form. Each part of the form is described on the
following pages.

menu bar
toolbar

title bar

key block

other blocks

auto hint

status line

Menu Bar

The Banner menu bar, located at the top of every form, contains pull-down menus.

You can access an option in a pull-down menu at any time, except when you are in a
dialog box, alert box, or List of Values (LOV). (You must respond to these windows
before you can access a pull-down menu.)

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 To access an option in the menu bar:

1. Click the desired pull-down menu 1. Press the Alt key. The cursor
name. Menu items appear. moves to the menu bar.

2. Click the desired menu item. 2. Use the right and left arrow keys to
highlight the desired pull-down
Note: If a pull-down menu item is
dimmed, that menu item is currently
menu name. Then press Enter.
disabled and cannot be accessed.
OR

Press the underlined letter for the

desired pull-down menu name.

3. Use the up and down arrow keys to

highlight the desired menu item.
Then press Enter.

OR

Press the underlined letter for the

desired menu item.
Note: If the Options menu contains
multiple menu items that begin with the
same letter, you must use the up and
down arrow keys to select the desired
menu item.

File Menu

This pull-down menu contains standard Banner and Oracle functions. The bottom of the
menu lists the last forms (up to ten) you accessed in this session. You can select any form
in this list to re-access it.

Some of the menu items let you call another form, job, or QuickFlow. When you exit the
called object, you return to the object you were previously using.

Direct Access Displays the Direct Access Form (GUAPARM), which is used
to access a form by its name. See "Direct Access" in chapter 3.

Object Search Displays the Object Search Form (GUIOBJS), which is used
to search for a menu, form, job, or QuickFlow with part of the
name, description, or type. See "Object Search" in chapter 3.

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 QuickFlow Displays the QuickFlow Form (GUAQFLW), which is used to
access a QuickFlow. See "QuickFlow" in chapter 3.

Select Returns you to the calling form and enters the selected value
into the field that called the form.

Rollback Application and inquiry forms

Clears all information (except key information) and returns
you to the first enterable field in the key block.
Validation forms
Returns you to the first enterable field on the form.
Query forms
Returns you to the first enterable field on the calling form.

Save Saves all changes entered since the last time you saved.

Refresh Clears the message line.

Print Prints the current window with the date and time in the title
bar.

Exit Forms and windows

Exits you from the form or window.
Main menu
Exits you from Banner.
Query mode
Cancels the query and takes the form out of query mode.

Exit QuickFlow Exits you from a QuickFlow.

Exit Banner If Banner Document Management Suite is installed, displays a

list of documents that match the query criteria for the current
cursor location.

Return to Menu Returns to the main menu.

Preferences Displays the General User Preferences Maintenance Form

(GUAUPRF), which is used to customize Banner for
individual users. See "Title Bar Display Options," "Displayed
Form Names," and "Customized Main Menu," all in chapter 5,
Customization.

List of recently Lets you quickly re-access forms that were previously
accessed forms accessed in this session (up to ten). See "Last 10 Forms in the
File Pull-Down Menu" in chapter 3.

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 Edit Menu

This pull-down menu contains the functions used to edit text items.

Cut Cuts selected text and places it on the clipboard.

Copy Copies selected text to the clipboard.

Paste Pastes text from the clipboard to the spot where the cursor is
located.

Edit Displays the Editor window, which is used to enter or update

text. You can display this window from most fields. It is
particularly useful in long data fields. See "Using the Editor" in
chapter 4.

Options Menu

This pull-down menu contains navigation options.

Navigation options vary from form to form and depend on where the cursor is currently
located. Some options take you to other blocks and windows within the current form.
Other options take you outside the current form to related forms. For options that take you
outside the current form, you can optionally display the form name associated with the
option. You can set up this display option on the General User Preferences Maintenance
Form (GUAUPRF). See "Displayed Form Names" in chapter 5.

Banner is delivered with standard navigation options. Your system administrator can use
the Options Maintenance Form (GUAOPTM) to change and add navigation options for
your institution. Only those staff members with appropriate security can perform this task.

Note
Only the first 24 options defined on GUAOPTM will appear in the Options
pull-down menu.

Block Menu

This pull-down menu contains the functions used to navigate among the blocks of
information on a form.

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 Previous Moves the cursor to the previous block that has at least one
enterable field. If the previous block is in another window, that
window is opened.

Next Moves the cursor to the next block that has at least one enterable
field. If the next area is in another window, that window is
opened.

Clear Clears all information from the current block. (Information is

not removed from any records or tables.)

Item Menu

This pull-down menu contains the functions used to navigate among the fields or items on
a form.

Previous Moves the cursor to the previous enterable field (item) in the
current block.

Next Moves the cursor to the next enterable field (item) in the current
block. Occasionally, Next Item moves the cursor to the first
enterable field (item) in the next block.

Clear Clears all information from the current field (item).

(Information is not removed from any records or tables.)

Duplicate In a blank row of a repeating record, duplicates the contents of

the same field (item) in the previous record and copies it into the
new record.

Record Menu

This pull-down menu contains the functions used to work with records on a form.

Previous Moves the cursor to the first enterable field in the previous
record and triggers previous record logic coded into the form.

Next Moves the cursor to the first enterable field in the next record of
the current block and triggers next record logic coded into the
form. If the cursor is in the last record, a new record is created.

Scroll Up Scrolls up the list of repeating records, putting the first displayed
record near the bottom of the list.

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 Scroll Down Scrolls down the list of repeating records, putting the last
displayed record near the top of the list.

Clear Clears all information from the current record. (Information is

not removed from any records or tables.)

Remove Removes all information for the current record. When you Save,
the removed information is deleted.

Insert Inserts a new blank record into the list of existing records.

Duplicate Duplicates the contents of all fields in the record and copies
them into a new record.

Lock Temporarily locks the contents of the record so no other Banner

user can update it. Save, Rollback, and Exit release the lock.

Query Menu

This pull-down menu contains the functions used to query information in the database
based on specified criteria. See Querying Information on page 3-29.

Enter Puts the form into query mode so you can enter search criteria to
see what information is already in the database.

Execute Searches the database and displays the first set of records that
match your search criteria.

Last Criteria Enters the criteria from your last search.

Cancel Cancels the query and takes the form out of query mode.

Count Hits Counts the number of records that match the search criteria and
displays that number in the auto hint.

Fetch Next Set If more records match the search criteria than fit in the window,
replaces the current set of displayed records with the next set.

Tools Menu

This pull-down menu contains actions that can be performed with Banner Document
Management Suite as well as options to submit or release a Workflow. Refer to the
documentation for Banner Document Management Suite or Banner Workflow for more
information about these options.

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 Banner Document Submenu provides access to document management
Management Suite actions.

Workflow Submenu provides access to workflow actions.

Help Menu

This pull-down menu contains various help tools.

Online Help Displays online information for the current form. See "Online
Help" in chapter 4.

Dynamic Help Displays the Dynamic Help Form (GUAHELP) in query mode,
Query which is used to display traditional help for a field, block, or
form. See "Dynamic Help" in chapter 4.

Dynamic Help Displays the Dynamic Help Form (GUAHELP) in edit mode,
Edit which is used to edit traditional help for a field, block, or form.
Use this feature to maintain custom information at your
institution. See "Dynamic Help" in chapter 4.

Help (Item Displays the Oracle item properties window for the current field.
Properties) See "Help (Item Properties)" in chapter 4.

Show Keys Displays the Keys list, which lists the functions and their
equivalent keystrokes available in your environment for the
current form, window, and field. See "Show Keys" in chapter 4.

List Displays the List of Values (LOV) for the current field if List of
Values appears in the status line. See "Entering Information Into
Validated Fields" in chapter 3.

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 Display Error If an Oracle error occurs, displays the code that is in error.

Display If the cursor is in an ID field, displays the image associated with

ID Image the ID, if available.

Calendar Displays the calendar. See "Using the Calendar" in chapter 4.

Calculator Displays the calculator. See"Using the Calculator" in chapter 4.

Extract Data Extracts Banner data for the current block, with key data, to a
with Key spreadsheet. See "Extracting Banner Data to a Spreadsheet" in
chapter 3.

Extract Data Extracts Banner data for the current block, without key data, to
No Key a spreadsheet. See "Extracting Banner Data to a Spreadsheet" in
chapter 3.

Technical This sub-menu provides access to SQL Trace, optimization

Support mode, and database reconnection features.

Turn SQL Turns the SQL Trace feature on. SQL Trace is a tool that helps
Trace On your technical support staff track performance issues that need
to be resolved. Refer to the Banner General Technical Reference
Manual.

Turn SQL Turns the SQL Trace feature off. SQL Trace is a tool that helps
Trace Off your technical support staff track performance issues that need
to be resolved. Refer to the Banner General Technical Reference
Manual.

Set Query This cost-based optimization mode is recommended for testing

Optimizer to batch processing. Rather than immediately populating the
All Rows cursor, this option optimizes the query to get the best time for the
entire results set to be displayed. Because of this, it is a good
option for batch processing rather than online processing.
Note: You must be connected to an Oracle10g database in
order to use this option.

Warning
Changing optimization modes mid-session
may cause your results to be invalid due to
cached data from previous queries.
SunGard Higher Education recommends
that you exit and re-enter Banner if want to
change optimization modes.

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 Set Query This cost-based optimization mode optimizes the query to get
Optimizer to the first set of rows as quickly as possible. It is useful for online
First Rows processing. DBAs can configure how many rows will be defined
as the first rows, for example, 1,100, 1000.
Note: You must be connected to an Oracle10g database in
order to use this option.

Warning
Changing optimization modes mid-session
may cause your results to be invalid due to
cached data from previous queries.
SunGard Higher Education recommends
that you exit and re-enter Banner if want to
change optimization modes.

Set Query This standard rule-based mode is based on sql and database
Optimizer to schema, and optimization is based on Oracle rules in the
Rule database (for example, if an index is present, then use it). It does
not optimize queries, but rather executes them based on a series
of Oracle rules.
Note: You must be connected to an Oracle10g database in
order to use this option.

Warning
Changing optimization modes mid-session
may cause your results to be invalid due to
cached data from previous queries.
SunGard Higher Education recommends
that you exit and re-enter Banner if want to
change optimization modes.

Reconnect to Reconnects to the database.

Database

About Displays the About Banner Form (GUAABOT), which

Banner identifies the current form, release number, date, and time, as
well as all legal statements and copyright information for
Banner.
This form also displays a list of installed Banner products, their
release number, and their installation date. This information will
be helpful if you need to contact the ActionLine with a question
or problem.

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 Toolbars

The Banner toolbar contains buttons that perform common functions. It is located directly
under the menu bar:

toolbar

Tool tips describe the

functions of buttons

When you move your cursor over a button and pause, a tool tip appears with text that
describes the function of the button.

To access a toolbar button:

Select the appropriate button. You can click a button any time, except when you are in a
dialog box, alert box, or List of Values (LOV). (You must respond to these window before
you can select a button.) If a button is dimmed, then it is disabled and cannot be clicked.

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 Standard Buttons

Standard buttons are delivered on the toolbar:

Links on the Main Menu

In addition to the toolbar buttons, several links are available from the main menu.
Information about using these links is located in Chapter 3, Getting Around Banner.

Help Center
Object search Site Map
Refresh Menu tree
Products list

Go To field
Welcome

Title Bar
The title bar shows the following information:
Descriptive form name
Form name (seven or eight characters)
Release number
Database name from the Installation Control Form (GUAINST)

Individual users can remove any of this information except the descriptive form name. See
"Title Bar Display Options" in chapter 5.

form description form name

release number database

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 Blocks

A block is a section of a form or window that contains related information. If a form or

window contains more than one block, each block (except the key block) may be enclosed
in a beveled box.

key block

other blocks

Most blocks have a title. There are three exceptions:

A key block does not have a title.
If a form or window has only one block, the block does not have a title.
If a form has a key block and only one other block, the second block does not have
a title.

Key Block

The first block on most forms contains key information. (Some forms, especially
validation forms and certain list forms, do not have a key block.) The key block
determines what is entered or displayed on the rest of the form. All information on the
form refers to the key block.

The key block has at least one field and sometimes more. For example, a form that
maintains population selection information may have key block fields for both an
application and a selection ID..

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 The key block stays on the form as subsequent blocks appear. Occasionally, another
window may appear on top of the key block if the window is unusually large or if the key
block is not pertinent to the window.

When the cursor is in the key block, enterable fields in the key block are enabled. When
you leave the key block, enterable fields in the key block are disabled.

Other Blocks

Other blocks contain additional details for the key information. Each block contains
related information and is usually enclosed in a beveled box.

Auto Hint

The auto hint at the bottom of the form can contain the following information for the field
where the cursor is located:
Brief field description
Error and processing messages
Keyboard equivalents, if you can access other blocks, windows, or forms from the
field

keyboard equivalents:
LIST to display codes
COUNT HITS to display paragraph codes
field description DUPITEM to display letter codes

Status Line

status line

The status line directly under the auto hint can contain one or more of the following
messages:

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 Record n/n Shows the number of the current record followed by the total
number of records in the current block. If there are more records
than fit in the window, the total appears as a question mark (for
example, 3/?) until you scroll to the last record in the block.
Once the last record is displayed, the total appears as a number
(for example, 3/15).

List of Values Indicates the field has a List of Values; see "Entering
Information Into Validated Fields" in chapter 3.

Enter Query Indicates the form is in query mode.

Elements on a Form
The following figure shows various elements that appear on forms. Each element is
described on the following pages.

buttons

radio
buttons

fields

checkbox

record

Buttons

Buttons are visual images used to perform an action or respond to the system. Banner
forms use iconic buttons and response buttons.

Iconic Buttons

These buttons are small squares that contain an icon (picture). They represent one or more
actions that can be performed for the associated field or record. For example, you can use

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 iconic buttons to display a validation form for the field, copy a record, or display a
window for entering freeform text.

Banner forms use the following buttons. (Some products do not use all buttons.)

Displays another form or window where you can search for a

value or information related to the field. You can often select and
Search return a value to the associated field.

Note
Sometimes the Search button can perform
more than one function. In these cases, an
Option List appears. You can select an
option from the list using your mouse, or
you can tab among the choices and use
the Enter key or space bar to make your
selection.

Displays a calendar so that you can choose a date.

Calendar

Indicates that data is available for the associated field.

Data

Indicates that no data is available for the associated field.

No Data

Displays summary information for the associated record.

Summary

Displays details for the associated record.

Details

Indicates the process has started but is not complete.

In Process

Indicates the process is complete.

Complete

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 Updates information in the database.

Maintenance

Copies the current record or records.

Copy

Displays a window where you can enter freeform text for the
associated record.
Comments

Performs a calculation on data in the associated field.

Calculate

Indicates the process is approved.

Approve

Indicates the process is not approved.

Disapprove

Generates a new ID.

Generate ID

If a field has an iconic button, the auto hint identifies the equivalent function that can be
used instead of the button. If the button can perform more than one function, each
equivalent is identified in the auto hint.

To select an iconic button:

1. Click the button. 1. Select the Next Item function until

you reach the field that has the
2. If an Option List appears, click the button.
desired option.
2. Read the auto hint and select the
Otherwise, the form or window equivalent function. (A field may
appears automatically. have more than one option.)

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 Response Buttons

These buttons are shaded rectangles that appear in alert boxes and dialog boxes. An alert
box has one response button. A dialog box has two or more response buttons. You must
use the buttons to respond to the system before you can continue.

To select a response button in an alert box:

Click the OK button. Press Enter.

To select a response button in a dialog box:

Click the desired button. Select the Next Item function or use the
left and right arrow keys to move to the
desired button. Then press Enter.
OR
Press the underlined letter on the
desired button.

Check Boxes
Selected:

Not selected:

Check boxes are small boxes used to enable or disable features or options. When an option
is enabled, a check mark appears in the check box. When the option is disabled, the check
box is empty.

Check boxes often represent yes/no conditions. For example, the first sample above
indicates the record has more detail. The second sample indicates the record does not have
more detail. Sometimes check boxes indicate navigation to other windows. The auto hint
tells you when a check box is used for this kind of navigation.

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 To select or clear a check box:

1. Select the Next Item function to

Click the check box. If the box was move to the check box.
unchecked, it is now checked. If the box
was checked, it is now unchecked. 2. Press the space bar. If the box was
unchecked, it is now checked. If
the box was checked, it is now
unchecked.
Note: If the space bar does not toggle a
check box, it may not be defined on your
system. Check with your data center
personnel.

Radio Buttons

Radio buttons are small circles used to select one of several options in a group. Each radio
button represents a choice for the group. You can pick only one radio button in a group.
When you select a radio button, the previously selected button is cleared. In the sample
above, the Both button is selected.

To select a radio button:

1. Select the Next Item function to

Click the radio button. move to the radio group.

2. Press the left or right arrow key to

move to the desired radio button.

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 Scroll Bars

Scroll bars are used to display overflow information when a form has more information
than can be displayed at once. They also indicate that a form has an unlimited number of
repeating records.

A scroll bar has an arrow on each end and a scroll box in the middle. The position of the
scroll box shows approximately how far you are from the top/bottom or the right/left side
of the window.

Forms can have two kinds of scroll bars:

A vertical scroll bar, located directly to the right of the rows, indicates there are
more records than are shown. A record can have one or more fields and one or
more lines. A vertical scroll bar is disabled if all the records appear at once.
A horizontal scroll bar, located directly under the window, indicates there are more
columns of information than are shown.

To use a scroll bar:

Click and drag the scroll box up/down 1. Select the Next Item function to
(vertical) or left/right (horizontal). move to one of the fields controlled
OR by the scroll bar.

Click the arrow at either end of the 2. To move up and down (vertical
scroll bar. The scroll box moves in the scroll bar), select the Next Record
direction of the arrow. or Previous Record function.
OR OR
Click anywhere in the scroll bar. The To move left and right (horizontal
scroll box moves between the previous scroll bar), select the Next Item or
location and where you click. Previous Item function.

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 Fields

Fields are areas on a form where you can enter, query, change, and display specific
information. A field is sometimes called an item. This is the case in the names of the
functions Next Item, Previous Item, and Duplicate Item. The following terms describe a
field:

Enabled. You can put the cursor in the field. Information in the field appears in
black text.
Disabled. You cannot put the cursor in the field. Information (if it exists) appears
in black text, the same as enabled fields. Your site administrator may choose to
change the color of disabled text for your site. Refer to the Banner Middle Tier
Implementation Guide for more information.
Enterable. You can enter information in the field. The field is usually enabled. In
certain situations, however, it may be disabled.
Display only. You cannot enter information in the field.

Some fields are usually enabled but may be disabled occasionally. For example, in query
mode sometimes you cannot query a field that is normally enabled, and sometimes you
can query a field that is normally disabled. This is also true for enabled fields in a key
block; once you leave the key block, all fields in the key block are disabled.

Text fields may appear to be a few characters longer than they actually are. For example, a
field that allows up to 60 characters may look like it still has space after the sixtieth
character. This is because each character uses a different amount of space.

To access an enterable field:

Click the field. Select the Next Item function until the
cursor is in the field.

Records, Rows, and Columns

A record is a set of related fields. For example, a street, city, state, and ZIP/postal code
form an address record.

If a block has multiple records, the records often appear in rows and columns. A horizontal
scroll bar appears under the columns if all columns dont fit into the window at once. A
vertical scroll bar appears on the right side of the rows if all rows dont fit into the window

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 at once. When you select a row, the entire record is highlighted to identify it as the current
record.

This sample shows a form with multiple printer records:

The current record

is highlighted.

Pull-Down Lists

Pull-down lists are used to select a field value from a list of pre-defined values. A down
arrow in the right side of the field indicates the field has a pull-down list.

Note
Fields with a Search button have a similar-looking down arrow. Pull-down
lists have the arrow inside the field, while the Search button is located
outside the field.

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 To select a value from a pull-down list:

1. Click the field. The entire pull- 1. Select the Next Item function to
down list appears with the move to the pull-down list.
currently selected item highlighted.
2. Press the Alt and down arrow keys
2. Click the desired item. The simultaneously to display the entire
selected value appears in the field. pull-down list with the currently
selected item highlighted.

OR

Press the down arrow key to scroll

through the list items one at a time.

3. Use the arrow keys to move to the

desired item.

OR

Type a character to highlight the

next item that begins with that
character. For example, to choose
Inactive, type I. If more than one
item starts with I, then the first item
that starts with I is selected.
Continue to press I until the correct
choice appears.

4. Press Enter. The selected value

appears in the field.

Oracle Functions Used in Banner

Oracle functions trigger actions within a form. The following list describes the Oracle
functions commonly used in Banner. For more complete technical descriptions, refer to
your Oracle documentation.

Note
Banner sometimes redefines the standard Oracle functions to perform
other functions. For example, Count Query Hits often calls another form.
Use the Show Keys function to list the functions defined for the current
form, window, or field.

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 Cancel Exits you from an Option List, List of Values, Editor
window, or Dynamic Help without making a selection or
saving information.

Clear Form See Rollback.

Commit See Save.

Count Hits See Count Query Hits.

Count Query Hits In query mode, counts the number of records that match the
search criteria and displays that number in the auto hint. To
retrieve records, select the Execute Query function.
Also referred to as Count Hits.

Down Moves the cursor to the first enterable field in the next
(arrow key) record, moves you lower in a List of Values, or moves you
lower in a pull-down list.
Down is similar to Next Record without next record logic.

Edit Displays the Editor window, which is used to enter or update

text. It is particularly useful in long data fields.

Enter Query Puts the form into query mode so you can enter search
criteria to see what information is already in the database.
Enter Query appears in the status line. For more
information, see "Querying Information" in chapter 3.

Execute Query In query mode, searches the database and displays all records
that match your search criteria. For more information, see
"Querying Information" in chapter 3.

Exit Forms and windows

Exits you from the form or window.
Main menu
Exits you from Banner.
Query mode
Cancels the query and takes the form out of query mode.
Also referred to as Exit without Value.

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 Exit with Value Called form
Returns you to the calling form and enters the selected value
into the field that called the form.
List of Values (LOV)
Returns you to the calling form and enters the highlighted
value into the field that called the form. The OK button
corresponds to Exit with Value.
Also referred to as Select and Next Primary Key.

Exit without Value See Exit.

Help Displays the Oracle item properties window for the current
field.

List Displays the List of Values (LOV) for the current field if List
of Values appears in the status line.

Next Block Moves the cursor to the next block that has at least one
enterable field. If the next area is in another window, that
window is opened.

Next Field See Next Item.

Next Item Moves the cursor to the next enterable field in the current
block. Occasionally, Next Item moves the cursor to the first
enterable field in the next block.
Also referred to as Next Field.

Next Primary Key See Exit with Value.

Next Record Moves the cursor to the first enterable field in the next record
of the current block and triggers next record logic coded into
the form. If the cursor is in the last record, a new record is
created.
Next Record is similar to Down with the addition of next
record logic.

Previous Block Moves the cursor to the previous block that has at least one
enterable field. If the previous block is in another window,
that window is opened.
Previous Field See Previous Item.
Previous Item Moves the cursor to the previous enterable field in the
current block.
Also referred to as Previous Field.

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 Previous Record Moves the cursor to the first enterable field in the previous
record and triggers any previous record logic coded into the
form.
Previous Record is similar to Up with the addition of
previous record logic.

Rollback Application and inquiry forms

Clears all information (except key information) and returns
you to the first enterable field in the key block. If you enter
changes and do not save them before trying to roll back, you
are prompted to save.
Validation forms
Returns you to the first enterable field on the form.
Query forms
Returns you to the first enterable field on the calling form.
Also referred to as Clear Form.
Save Saves all changes entered since the last time you saved.
Also referred to as Commit.
Scroll Down Scrolls down the list of multiple records, putting the last
displayed record near the top of the list.

Scroll Up Scrolls up the list of multiple records, putting the first

displayed record near the bottom of the list.
Select See Exit with Value.
Show Keys Displays the Keys list, which lists the functions and their
equivalent keystrokes available in your environment for the
current form, window, and field.

Up Moves the cursor to the first enterable field in the previous

(arrow key) record, moves you higher in a List of Values, or moves you
higher in a pull-down list.
Up is similar to Previous Record without previous record
logic.

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 3 Getting Around Banner

Banner provides numerous ways to navigate through the system:

Main menu You can select from a list of the menus, forms, jobs, and QuickFlows
in Banner.

Direct Access You can access a menu, form, job, or QuickFlow by its name.

Object Search You can access a form, job, or QuickFlow if you know part of its name,
description, or type.

Site map You can view a list of the top-level menus and one level below them.

Tabs You can access windows on tabbed forms by selecting the tab.

Options menu You can access other forms, windows, and blocks related to the current
form, window, and block.

Option list You can right-click on a form anywhere outside a field to display the
Option list, from which you can perform functions, navigate to other
parts of the form, or add the form to your personal menu.

Buttons You can access another form or window related to the current record
or field.

Mouse You can click an iconic button, field, record, block, or window that is
currently displayed.

Keyboard You can use the keyboard to access a form, window, block, or field.
equivalents

QuickFlow You can automatically access forms that are linked in a chain.

Last 10 forms in You can quickly re-access a form that was previously opened in the
the File pull- current session.
down menu

Display You can press this key on any form to display a navigation window that
Navigation enables you to enter the name of another form or job and navigate to it.
Window key

Main Menu

You can use the main menu to select from a list of the menus, forms, jobs, and QuickFlows
in Banner. The main menu shows the various levels of menus at your institution. These
levels are nested within a hierarchical folder structure. You can easily navigate through

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 Banner by expanding and collapsing these menus. Once you have drilled down to the
item you want, you can click its link to access it.

Refer to chapter 2 for more information about the.

To expand or collapse a menu:

Select the folder (or its associated description) to expand the menu so you can see the
objects it contains. Select the folder again to collapse it.

To access a menu item:

1. Expand the menu you want to start with (for example, General).

2. Continue expanding menus until you drill down to the form, job, or QuickFlow you
want.

3. Double-click the name of the form, job, or QuickFlow you want to access.

Direct Access

You can use Direct Access to access a menu, form, job, or QuickFlow by its name. You
can use Direct Access from the main menu or from a form.

To use Direct Access from the main menu:

1. Enter the name of the menu, form, job, or QuickFlow in the Go To field.

2. Press Enter.

Note
You cannot search for an object using code/description lookup in this
field. You can, however, search by selecting the Search button and then
performing your search on GUIOBJS.

Tip
While in the Go To field, you can use the up and down arrow keys to
scroll through the list of your recently accessed forms.

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 To use Direct Access from a form:

Note
When you use Direct Access from a form, the current form remains open.
When you exit the requested form, job, or QuickFlow, you return to the
original form.

1. Select File>Direct Access. The Direct Access Form (GUAPARM) appears.

2. Enter the name of the form, job, or QuickFlow in the Enter Valid Name field. (You
cannot use Direct Access to access a menu from a form.)

3. Click the Start button or press Enter.

Object Search
You can use Object Search to access a form, job, or QuickFlow if you know part of its
name, description, or type.

When you use Object Search from a form, the current form remains open. When you exit
the requested object, you return to the original form.

Note
You cannot search for an object using code/description lookup in this
field. You can, however, search by selecting the Search button and then
performing your search on GUIOBJS.

To use Object Search:

1. Double-click the Go To field on the main menu. You can also use the Search button.

OR

Select File>Object Search from any form.

2. Enter your search criteria on the Object Search Form (GUIOBJS).

You can use any or all of the Name, Description, and Type fields. You can use the
Oracle wildcards % and _. (See "Wildcards" in this chapter.)

3. Select the Execute Query function. A list of all matches appears.

4. Scroll to the desired name.

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 5. Double-click the desired name or click the Start button.

Note
You can use the up and down arrow keys within the Go To field to scroll
through forms that you have previously accessed in the Banner session.
Press Enter to go to that form.

Site Map

The site map appears on a separate page accessible by selecting the Site Map link on the
main menu. It lists the top-level menus in your installation, and one level below them.
There are no fields on it, only links to the various menus and forms.

If you select a menu from the site map, the main menu appears, displaying the menu you
selected with one level expanded. If you select a form, a process, or a QuickFlow, it will
be displayed.

Tabs

Certain forms feature a tabbed interface. Tabs are used to arrange information in a
meaningful way, and allow you to navigate easily between groups or blocks of
information. Tab titles reflect the contents of a particular window or grouping of
information.

For tabbed forms that contain windows of parent/child information, the main (parent)
tab appears in the top row. The dependent (child) information appears on tabs lower on
the window and below the top-level tab to which the information is related.

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 To navigate between tabbed windows:

Click the tab. Control-Tab moves forward and

Control-Shift-Tab moves backward
The List Tab Pages key (F2) through the tabs on a form.
displays a list of other tabbed
windows on the form. Use the Control-Page Up moves forward
mouse to select a different tab from and Control-Page Down moves
the list. For forms that have tabs backward through the tabs.
within a tabbed window, navigation
is based on the location of the cursor The List Tab Pages key (F2)
when List Tab Pages is selected. displays a list of other tabbed
windows on the form. Use the up
and down arrow keys to select a
different tab from the list. For forms
that have tabs within a tabbed
window, navigation is based on the
location of the cursor when List Tab
Pages is selected.

Options Menu
You can use the Options menu in the menu bar to navigate within Banner. Options in the
menu depend on where the cursor is currently located. Some options take you to other
blocks and windows within the current form. Other options take you outside the current
form to other related forms.

The Options menu optionally displays the form name associated with each option that
takes you outside the current form. You can set up this option on the General User
Preferences Maintenance Form (GUAUPRF). See "Displayed Form Names" in chapter 5.

Banner is delivered with standard navigation options. The system administrator at your
institution can use the Options Maintenance Form (GUAOPTM) to change and add
navigation options for your institution. Only those staff members with appropriate security
can perform this task.

Note
Only the first 24 options defined on GUAOPTM will appear in the Options
pull-down menu.

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 To select an option in the Options menu:

1. Click the Options menu. 1. Press the Alt key. The cursor
Navigation options appear. moves to the menu bar.

2. Click the desired navigation 2. Use the right arrow key to

option. highlight the Options menu. Then
press Enter.

OR

Press the letter O on your

keyboard. Navigation options
appear.

3. Use the up and down arrow keys to

highlight the desired navigation
option. Then press Enter.

OR

Press the underlined letter for the

desired navigation option.
Note: If the Options menu contains
multiple menu items that begin with the
same letter, you must use the up and
down arrow keys to select the desired
menu item.

Option Window

When you right-click anywhere on a form (except from within a field), the pop-up Option
window appears. It contains different options related to the form, such as functions you
can perform and navigation options. You can also choose to add the form to your personal
menu.

Note
To see the form that you just added to your personal menu via the Option
window, you must first refresh the menu by either clicking the Menu link
on GUAGMNU or entering REFRESH in the Go To field.

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 The Option window displays a list of
form-specific options..

To select an option in the Option window:

1. Right-click on the form (but not Note: There is no keyboard equivalent

from within a field). The Option for the Option window; however, most
window appears. options are available from either the
File or Options pull-down menu.
2. Click the desired option.
1. Press the Alt key. The cursor
moves to the menu bar.

2. Use the right arrow key to

highlight the File or Options
menu. Press Enter.

OR

Press the letter F or O on your

keyboard. Options appear.

3. Use the up and down arrow

keys to highlight the desired
option. Then press Enter.

OR

Press the underlined letter for

the desired option.
Note: If the Options menu contains
multiple menu items that begin with
the same letter, you must use the up
and down arrow keys to select the
desired menu item.

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 Iconic Buttons

You can use iconic buttons to access a form or window related to the record or field where
the cursor is currently located. See "Iconic Buttons" in chapter 2 for a more detailed
description of iconic buttons.

To select an iconic button:

1. Click the button. 1. Select the Next Item function until

you reach the field that has the
2. If an Option List appears, click the button.
desired option.
2. Read the auto hint and select the
Otherwise, the form or window equivalent function. (A field may
appears automatically. have more than one option.)

Mouse
You can use the mouse to navigate to an enterable field, record, block, or window that is
currently displayed. You can access fields in any order. You can also use the mouse to
click buttons.

Keyboard Equivalents

You can use the keyboard equivalents of Oracle functions to access a form, window,
block, or field.

To access a form with keyboard equivalents:

1. Read the auto hint message to determine whether a redefined Oracle function lets you
navigate to another form. (Count Query Hits, Duplicate Item, Duplicate Record, Exit
with Value, and List are the most commonly redefined functions.)

2. If a redefined function is available, use Show Keys to find the keyboard equivalent
for the redefined function.

3. Use the keyboard equivalent to access the form.

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 To access a window or block with keyboard equivalents:

Use the keyboard equivalents for Next Block and Previous Block to move among blocks.
If the next/previous block is in another window, these keys take you to another window.

Note
Occasionally the Next Block function appears to move the cursor to
another enterable field in the same block. In these cases, there are
actually two blocks that visually appear to be one block.

To access a field with keyboard equivalents:

Use the Tab key (Next Item) and Shift+Tab keys (Previous Item) to move among fields.
You must move in the specific order coded into the form. If a field has the Autoskip
feature, the cursor automatically moves to the next field as soon as you enter the required
number of characters.

QuickFlow

You can use a QuickFlow to automatically access forms that are linked in a chain.
Activating a QuickFlow opens the first form in the chain. When you exit that form, the
next form automatically opens.

To use a QuickFlow:

1. Select File>QuickFlow or use Direct Access to display the QuickFlow Form

(GUAQFLW).

2. Enter the QuickFlow code in the Quickflow field.

3. Click the Start button, press Enter, or select the Next Block function. The first form
in the QuickFlow appears.

4. Enter data on the form.

5. Exit the form. The next form in the QuickFlow appears.

6. Repeat steps 4 and 5 for each form in the QuickFlow. After you pass through all the
forms in the QuickFlow, the GUAQFLW Form reappears.

Note
If you want to exit the QuickFlow before all the forms are accessed, select
File>Exit QuickFlow.

Note
If you do not have any data to enter on a form, exit the form. If the
message DO YOU WANT TO QUIT? appears, answer Y. (The message
depends on the form.)

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 7. If you are finished with the QuickFlow, exit the GUAQFLW Form.

OR

If you want to execute the QuickFlow again, return to step 3.

Last 10 Forms in the File Pull-Down Menu

You can quickly re-access a form that was previously opened in the current session. The
bottom of the File pull-down menu lists the last forms (up to ten) you used in this session.
You can re-access any form in the list.

Note
The only forms that never appear in this list are the QuickFlow Form
(GUAQFLW), Direct Access Form (GUAPARM), and Object Search Form
(GUIOBJS).

To access a form from the File pull-down menu:

1. Access the File pull-down menu.

2. Select the form name from the list at the bottom of the pull-down menu.

Display Navigation Window Key

The Display Navigation Window key displays a navigation window on the top of your
screen that allows you to enter the name of a form and then navigate to it. Usually this key
is F5, but your institution may use a different key.

The navigation mini-window also contains the My Institution link that appears on the
main menu.

To exit the navigation window, press F5 (or equivalent at your site) again, or perform a
Next Block or Previous Block function.

Tip
On some forms, you can click a form field as a way of closing the
navigation window. But this method only works for forms with updateable
fields. Using F5 (or equivalent) to close the navigation window works on
all forms.

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 To use the Display Navigation Window key:

1. Press the Display Navigation Window key (F5) from any form.

2. Enter the name of the form in the Go To field, or use the Search button to search for
the form name.

3. Press Enter.

Note
The Display Navigation Window key does not work in query mode.

Tip
While in the Go To field, you can use the up and down arrow keys to
scroll through the list of your recently accessed forms.

Entering Information
This section tells you how to enter information on Banner forms. Recommendations for
formatting data are included at the end of this section.

Entering Information Into Validated Fields

Many fields only accept codes from a defined list of values (LOV). Most codes and their
associated descriptions in an LOV are defined on a form.

You can access the LOV for a Code/Description field by either clicking the Search
button or by double-clicking in the field.

Note
If you double-click a field other than Code/Description that has a LOV,
the LOV will not open. (You must use the Search button or keyboard
equivalent.) You can use the User Preferences Form (GUAUPRF) to
change the color of Code/Description fields to help you visually identify
fields in which double-clicking invokes an LOV.

Some forms contain more than just the valid codes and their associated descriptions. For
example, the Site Code Validation Form (STVSITE) includes address information. When
an LOV is called from a specific field, only information that is relevant to the current form
is displayed in the LOV.

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 Using the Code/Description Lookup Feature

The code/description lookup feature helps you enter information into validated fields.
With this feature you can:
Enter a complete code or description
Look up a code or description based on a partial entry
Display the entire LOV and select a code

If you look up a code/description or display the entire LOV, you can refine your search by
entering search criteria or use a drill-down search.

To enter a complete code or description in a field with an LOV:

1. Enter the full code (for example, A005) or full description (for example,
Registration).

2. Press Enter. The code and description appear. Depending on the field, the cursor may
automatically skip to the next field.

To look up a code or description in a field with an LOV:

Note
Do not use these steps if you are in query mode. Instead, execute a
normal query. See "Querying Information" in this chapter for more
information.

1. Enter as much of the code or description as you know. Use the Oracle wildcard % to
represent any number of unspecified characters.

Example:

Enter A% to search for all codes and descriptions that start with A.

Note
If there is no wildcard, the search looks for an exact match.

2. Press Enter.
If one match is found, the code and description are returned, and this
procedure ends.
If more than one match is found, the Search Results window appears with all
matches. Continue with step 3.
If no matches are found, the auto hint displays an error message. Return to
step 1 to enter another code or description.

3. Scroll (if necessary) to the desired value in the Search Results window.

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 4. Double-click the value or press Enter. The window closes, and the selected value is
returned to the code field.

Enter a
partial code.

Press Enter. This

window appears if
more than one match
is found.

Go to the code you

want and double-
click it.

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 To display the entire LOV for a field with an LOV:

1. Double-click the Code field, or click the 1. Select the Next Item function until
Search button. you reach the Code field.
Note: If you are on a form that was called from a
2. Select the List function. The LOV
field on another form, press the
Ctrl key before you double-click. (Double-clicking appears.
by itself selects a value rather than displays an
LOV.) 3. Scroll to the desired value in the
LOV (if necessary).
2. If more than one form or window is
associated with the field, an Option List 4. Press Enter. The LOV closes, and
appears. Click the option that displays the the selected value is returned to the
LOV. Code field.

Otherwise, the LOV appears automatically.

3. Scroll (if necessary) to the desired value in

the LOV.

4. Double-click the value. The LOV closes,

and the selected value is returned to the
Code field.

Double-click
this field, or
choose the
Search button.

This LOV
appears.

Go to the code
you want and
double-click it.

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 To refine your search in an LOV or Search Results window:

1. Click the Find field in the LOV or Search Results window.

2. Enter your search criteria.

Use the Oracle wildcard % to represent any number of unspecified characters. Use the
Oracle wildcard _ to represent one occurrence of an unspecified character. You can
use both wildcards in the same search string.

Examples:

Enter A% to search for all codes and descriptions that start with A.
Enter _AID to search for all four-character codes that end with AID.

3. Click the Find button or press Enter.

Click this field.

Enter your search

Click this button.

To use a drill-down search in an LOV or Search Results window:

1. In the LOV or Search Results window, press the first character of your search string.
The list displays all codes that begin with that character.

2. Press the next character in the string. The list displays all codes that begin with the
two characters entered.

3. Keep adding characters to reduce the list of matches.

When you see the code you want, double-click it or press Enter. The code is returned
to the field.

OR

When you have reduced the list to one match, the code is automatically returned to the
field.

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 Start with a full list of values
for department codes.

Press the character E. The list

shows all codes that start with

Press the character N. The list

shows all codes that start with
EN.

You can choose a value from

the list or continue entering
characters until you get a
single match.

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 Entering Information From Another Form

Sometimes the Search button next to a Code/Description field takes you to another form
to look for values, rather than to an LOV. You can select information from the called
form, and return it to the current field.

To enter information in a field from a called form:

1. Click the Search button. 1. Select the Next Item function until
you reach the field that has the
2. If an Option List appears, click the button.
desired option to display the form.
2. Read the auto hint and select the
Otherwise, the form appears equivalent function. (A field may
automatically. have more than one option.) The
form appears.
3. If the form opens in query mode,
enter your search criteria and select 3. If the form opens in query mode,
Execute Query. The form displays enter your search criteria and select
matching values. Execute Query. The form displays
matching values.
Otherwise, the form displays
available values. Otherwise, the form displays
available values.
4. Scroll (if necessary) to the desired
value on the called form. 4. Scroll (if necessary) to the desired
value on the called form.
5. Double-click the value. The called
form closes, and the selected value 5. Choose the Select function. The
is returned to the field. called form closes, and the selected
value is returned to the field.

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Click this button.

If the form opens in

query mode, enter
your selection
criteria.
Select Execute
Query.

The form displays

matching values.

Scroll (if necessary) to the value

you want. (The selected record is
highlighted.) Double-click.

Entering IDs

Many Banner forms have ID fields for persons and non-persons. For example,.

There are several ways to enter an ID:

Enter a complete ID.
Enter a complete name.
Search by partial ID.
Search by partial name.

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 Search by SSN (U.S.), SIN (Canada), TFN (entities), or birth date.
Use a product-specific search form.
Search by the pattern of characters in the name (Oracle Soundex).

To enter a complete ID:

1. Enter the full ID (for example, 2314780) in the ID field.

2. Press Enter. The ID and name appear.

To enter a complete name:

1. Make sure the ID field is blank.

2. Tab to the Name field (unlabeled field next to the ID field).

3. Enter the full name.

The format is last, first, middle with a comma between each part of the name. Spaces
between each piece are optional. Characters can be upper or lower case. (You get the
same results whether you enter upper or lower case letters.)

Examples:

Smith, Thomas, James

Smith, Thomas (no middle name)

4. Press Enter.
If one match is found, the ID and name are returned to the form.
If more than one match is found, the ID and Name Extended Search window
appears. You can select an ID (see To select an ID from the ID and Name
Extended Search window), reduce your search (see To reduce your search
in the ID and Name Extended Search window), or access a product-specific
search form (see To access a search form from the ID and Name Extended
Search window).

To search by partial ID:

1. Enter a partial ID in the ID field. Use the Oracle wildcard % to represent any number
of unspecified characters.

Example:

Enter 21% to search for all IDs that start with 21.

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 2. Press Enter.
If one match is found, the ID and name are returned to the form.
If more than one match is found, the ID and Name Extended Search window
appears. You can select an ID (see To select an ID from the ID and Name
Extended Search window in this chapter), reduce your search (see To
reduce your search in the ID and Name Extended Search window in this
chapter), or access a product-specific search form (see To access a search
form from the ID and Name Extended Search window in this chapter).

To search by partial name:

1. Make sure the ID field is blank.

2. Tab to the Name field (unlabeled field next to the ID field).

3. Enter a partial name.

The format is last, first, middle with a comma between each part of the name. Spaces
between each piece are optional. Characters can be upper or lower case. (You get the
same results whether you enter upper or lower case letters.) Use the Oracle wildcard
% to represent any number of unspecified characters.

Examples:

Enter smith,J% to search for all IDs with the last name Smith and first names that
start with J.

Enter mag%,p% to search for all IDs with last names that start with Mag and first
names that start with P.

Enter,Barbara to search for all IDs with the first name Barbara.

Note
The underscore ( _ ) wildcard cannot be used to search in the Name field.

4. Press Enter.
If one match is found, the ID and name are returned to the form.
If more than one match is found, the ID and Name Extended Search window
appears. You can select an ID (see To select an ID from the ID and Name
Extended Search window in this chapter), reduce your search (see To
reduce your search in the ID and Name Extended Search window in this
chapter), or access a product-specific search form (see To access a search
form from the ID and Name Extended Search window in this chapter).

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 To select an ID from the ID and Name Extended Search window:

Use these steps when you search by ID or name and multiple matches are displayed on the
ID and Name Extended Search window.

1. Pull down the list of matches in the Search Results field.

Note
Previous names and IDs are indented under the current name and ID.

2. Scroll to the desired name and ID.

3. Click the desired name and ID. The ID and name are returned to the form.

To reduce your search in the ID and Name Extended Search window:

Use these steps when you search by ID or name and multiple matches are displayed on the
ID and Name Extended Search window.

1. Select the Person, Non-Person, or Both radio button in the Reduce Search By block
to identify the kind of IDs you want to search. The field next to the Search Results
field shows the number of matches.

2. Enter your search criteria in the fields in the Reduce Search By block.

3. Click the Search button or select Execute Query. The field next to the Search
Results field shows the number of matches.

4. (Optional) Repeat steps 2 and 3 to further reduce your search.

To access a search form from the ID and Name Extended Search window:

Use these steps when you search by ID or name and multiple matches are displayed on the
ID and Name Extended Search window.

1. Click the Person Search Detail button or the Non-Person Search Detail button. The
associated search form appears with IDs that match your original search criteria. Your
original search criteria appear at the top of the form.

Example:

If Smith, J% is your original search criteria and you select the Person Search Detail
button, the search form shows all person IDs with the last name Smith and first
names that start with J.

2. To select an ID, skip to step 8.

OR

To reduce your search further, go to step 3.

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 3. Select the Enter Query function. A dialog box appears.

4. To extend the current search, select the Extend Your Current Query button.
Information on the form is cleared. (Your original search criteria remain at the top of
the form.)

OR

To discard the current search and start over, click the Start a New Query button.
Information on the form is cleared.

5. Enter your search criteria in any fields on the form.

If you enter a partial field value as a search criteria, use Oracle wildcards. Use the
symbol % to represent any number of unspecified characters. Use the symbol _ to
represent one occurrence of an unspecified character. You can use both wildcards in
the same search string.

6. Verify the Case Sensitive Query radio buttons. Change if necessary.

7. Select the Execute Query function. The form shows all IDs with matching
information.

8. Scroll to the desired ID.

9. Double-click the desired ID. The ID and name are returned to the calling form.

To search by SSN (U.S.), SIN (Canada), TFN (entities) or birth date:

ID fields on some forms allow you to go to the SSN/SIN/TFN Alternate ID Search Form
(GUIALTI) and search for an ID by SSN, SIN, TFN or birth date.

1. Click the Search button next to the ID field on a form. An Option List appears.

2. Select the alternate ID search option. The SSN/SIN/TFN Alternate ID Search Form
(GUIALTI) opens in query mode.

Note
Other available search options depend on the specific form and are not
described here.

3. Enter your search criteria in any fields on the search form.

If you enter a partial field value, use Oracle wildcards. Use the symbol % to represent
any number of unspecified characters. Use the symbol _ to represent one occurrence
of an unspecified character. You can use both wildcards in the same search string.

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 Examples:

Enter 148296890 in the SSN/SIN/TFN field to search for IDs with that SSN.

Enter 06-JUN-1982 in the Birthdate field to search for IDs with that birth date.

4. Verify the Case Sensitive Query radio buttons. Change if necessary.

5. Select the Execute Query function. The form shows all IDs with matching
information.

6. Scroll to the desired ID.

7. Double-click the desired ID. The ID and name are returned to the calling form.

To search by SSN in an ID field

You may be able to enter a Social Security Number (SSN) in an ID field when querying
for a person record. When you search by ID, the system first checks for an ID record that
matches the number you entered. If no matching ID is found, the system then checks for a
matching SSN.

SSN searching is available only if all of the following conditions are met:
The SSN Search feature is enabled for the institution. The feature is controlled by
the Enable SSN Lookup check box on the Installation Controls form (GUAINST).
Your own Banner security setup includes permission to use the SSN search feature.
A security administrator can give you permission by adding the SSN_SEARCH
security object to the list of Banner objects for which you have access.
The ID field has extended ID/name search capability build into the field.

To find a person record by Social Security Number (SSN):

1. Type the SSN in an ID field that has extended search capability.

2. Press Enter.

When the matching record is found, the persons name is displayed in the Name field,
and the persons ID (not the SSN you entered) is displayed in the ID field.

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 To use a product-specific search form:

ID fields on some forms allow you to go to a product-specific search form and search for a
person or non-person by ID or name.

1. Click the Search button next to the ID field on a form. An Option List appears.

2. Select the option for the person or non-person search form you want to access. The
selected form opens in query mode.

Note
Other available search options depend on the specific form and are not
described here.

3. Enter your search criteria in any fields on the search form.

If you enter a partial field value, use Oracle wildcards. Use the symbol % to represent
any number of unspecified characters. Use the symbol _ to represent one occurrence
of an unspecified character. You can use both wildcards in the same search string.

Examples:

Enter Carnegie in the Last Name field to search for all IDs with the last name
Carnegie.

Enter Chris% in the First Name field to search for all IDs with first names that start
with Chris.

Note
The underscore ( _ ) wildcard cannot be used to search in the Name
fields.

4. Verify the Case Sensitive Query radio buttons. Change if necessary.

5. Select the Execute Query function. The form shows all IDs with matching
information.

6. Scroll to the desired ID.

7. Double-click the desired ID. The ID and name are returned to the calling form.

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 To search by the pattern of characters in the name (Oracle Soundex):

An added option on most search forms is the Oracle Soundex search feature. You can
search for an ID by entering a pattern of characters in the IDs name. This feature is useful
if you arent sure how to spell a name. As long as the first letter of your search string is
correct, you can retrieve names with a similar pattern of characters.

1. Click the Search button next to the ID field on a form. An Option List appears.

2. Select the option for the search form you want to access. The selected form opens in
query mode.

Note
Other available search options depend on the specific form and are not
described here.

3. Select the Cancel Query function.

4. Select the Search Using Sounds Like option from the Option menu (or navigation
frame), or select the Next Block function. The Soundex Search window appears.

5. Enter a string of characters for the last name you want to find.

You can use upper, lower, or mixed case. You can enter as much or as little of the
name as you know. As long as the first letter is correct, the search will retrieve names
with a similar pattern of characters.

Note
The underscore ( _ ) wildcard cannot be used to search in the Name
fields.

6. (Optional) Enter a string of characters for the first name you want to find.

7. Select the Execute Query function. The search form shows all IDs that have a
matching pattern of characters.

8. Scroll to the desired ID.

9. Double-click the desired ID. The ID and name are returned to the calling form.

Inserting New Records

Many forms contain multiple records that appear as rows. For example, an ID might have
multiple address records (billing, home, and emergency contact).

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 You must be careful when you insert a new record:
Once you start entering information for a new record, you must enter all required
fields. If you change your mind, you must use Clear Record or Remove Record to
exit. You cannot click out of a required field.
Sometimes you must save or delete a record before you can continue. The auto hint
identifies these situations.

To insert a new record:

1. Place your cursor on an existing record.

2. Select the Insert Record function. A new blank record is inserted in the list of existing
records.

3. Enter information for the new record. Make sure you enter all required fields.

4. Select the Save function.

Data Format Recommendations

To ensure consistent information throughout your Banner System, data should be entered
in a standard way. SunGard Higher Education recommends the following standards.

Identification (ID) Numbers

Persons Enter an identification number of your choice, or use the identification

number generated by the system on any Identification Form
(xxxIDEN).

Non-persons Use the system-generated identification number.

Names

Upper/lower Use conventional upper- and lower-case letters.

case

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 Last names Do not enter spaces within prefixed last names.
Examples: MacArthur, OConnor, VanHusen, deBolt, DuShen
Do not enter spaces within hyphenated last names.
Examples: Smith-Jones, Cochram-Ashley

First initials with Enter a period and one space between the first initial and middle name.
middle names Example: R. Maureen Smith

Prefixes/ Use a period after a prefix or suffix, where applicable.

suffixes Examples: Miss, Mrs., Mr., Rev., Jr., II

Addresses

Pound sign If your institution uses the Banner Letter Generation module, a pound
sign (#) in addresses may affect letter processing. The pound sign is a
formatting command. Refer to the Banner General Technical
Reference Manual for details.

County Use the county codes defined on the County Code Validation Form
(STVCNTY).

State and Use the codes defined on the State/Province Code Validation Form
province (STVSTAT).

ZIP/postal code Use the standard format for the country in the address. Use the codes
defined on the ZIP/Postal Code Validation Form (GTVZIPC).

Nation Enter a nation code only if you want to include the nation when the
address is printed. Use the codes defined on the Nation Code
Validation Form (STVNATN).

Letter Generation

Paragraph Letter Generation uses the pound sign (#) and period (.) to set the
output mode back to normal. If you want a # or period to be text in your
output, then precede it with a backslash.

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 Dates

A setting on the Installation Control Form (GUAINST) controls how you enter dates:

If this format is selected: Enter February 5, 2002 like this:

MDY Month, Day, Year 02/05/02, 02-05-02, or 020502

DMY Day, Month, Year 05/02/02, 05-02-02, or 050202

YMD Year, Month, Day 02/02/05, 02-02-05, or 020205

Banner determines which parts of a date entry are the month, day, and year, and
automatically converts and stores the date in the DD-MON-YYYY format. Year numbers
00 through 49 are converted to 2000 through 2049. Year numbers 50 and above default to
1950 through 1999. You can override the century default.

Follow these general recommendations when you enter dates:

Always enter two digits for the day and month. For example, enter 01 for January,
not 1.
If you enter only part of the date, the rest of the current date is the default.
You can enter a date without separators (no spaces), or you can use a dash (-) or
slash (/) as separators.

Tip: You can enter any single, non-numeric character into the Date field and Banner will
automatically convert it to todays date. For example, if you enter a or g and go to the
next field, Banner will enter todays date as the default.

Dates in Job Submission

Use the DD-MON-YYYY or DD-MON-YY format to enter date parameters for reports
and processes run with the Process Submission Control Form (GJAPCTL).

Dates in Reports and Process Output

Some, but not all, reports include the century with the year in their output.

Dates in Query Mode

Specify all four digits for a year when you query on a date field. For example, enter 26-
JUN-2002, not 26-JUN-02. If you omit the century, zeros are entered for the century. In
this example, if you enter 26-JUN-02, Banner expands the date to 26-JUNE-0002, not 26-
JUN-2002.

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 Avoid Special Characters

In general, you should avoid using special characters in text fields. Characters such as the
hyphen (-), slash (/), asterisk (*), and plus sign (+) may cause confusion, for example,
because they can also represent mathematical instructions.

The pound sign (#), as noted earlier, is a formatting character in Letter Generation output.
To avoid problems with Letter Generation, do not enter a pound sign (#) in addresses.

Special characters wont always cause immediate problems, but they represent a potential
source of complications when Banner interoperates with other systems.

The following characters should generally be avoided in text fields:

the pound sign (#)
the slash (/)
the plus (+)
the hyphen (-)
the ampersand (&)
the at-sign (@), except in e-mail addresses
the dollar sign ($)
the exclamation point (!)
the comma (,)
the asterisk (*)
the percent sign (%)

If you must use a special character, use it without any spaces before or after it:

Valid: Separated/Divorced
Invalid: Separated / Divorced

Querying Information
Querying is the process of looking to see what information is already entered in the
Banner database. You can use inquiry forms, query forms, and most application forms to
perform queries.

Some forms automatically open in query mode, usually because a large number of records
would have to be retrieved. When a form opens in query mode, Enter Query appears in
the status line. You can immediately specify search criteria to narrow the search. If a form

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 does not open in query mode you must put the form into query mode before you can enter
search criteria.

Query Functions

Use the following functions to perform queries:

Enter Puts the form into query mode so you can enter search criteria to see
what information is already in the database. Enter Query appears in
the status line.

Execute Searches the database and displays the first set of records that match
your search criteria. This function is enabled only if you are in query
mode.

Last Criteria Enters the criteria from your last search. You can change any of the
criteria. This function is enabled only if you are in query mode.

Exit or Cancels the query and takes the form out of query mode.
Cancel
Note: If you arent in query mode, the Cancel Query button on the
toolbar exits you from the form.

Count Query Counts the number of records that match the search criteria and
Hits displays that number in the auto hint.

Fetch Next Set Replaces the current set of displayed records with the next set of
records if more records match the search criteria than fit in the
window. This function is enabled only if you are in query mode.

To query information:

1. Access the form you want to query.

2. If the form opens in query mode (Enter Query is in the status line), go directly to
step 3.

If the form does not open in query mode (Enter Query is not in the status line), select
the Enter Query function.

3. Enter the search criteria.

You can query information in any field that you can access. You can use the Oracle
wildcards % and _. Capitalization matters. Data is matched against the search criteria
exactly as you enter them.

4. Select the Execute Query function. The form displays all records that match the
search criteria.

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 Make sure the form
is in query mode.

Enter the search

Select Execute

The form displays

all matching
records.

To change your search criteria and re-query:

Use these steps after you query information and you want to re-query with different search
criteria.

1. With the original matches displayed, select the Enter Query function. Matching
records from the previous query disappear.

2. Select the Enter Query function a second time. The original search criteria appear.

3. Revise your search criteria.

4. Select the Execute Query function. The form displays all records that match the
revised search criteria.

To query a checked check box:

1. Select the Enter Query function.

2. Select (check) the check box.

3. (Optional) Enter additional search criteria.

4. Select the Execute Query function. The form displays records that have matching
information, including a checked check box.

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 To count queries:

Use these steps to determine how many records match your query criteria before you
execute the query.

1. Access the form you want to query.

2. If the form opens in query mode (Enter Query is in the status line), go directly to
step 3.

If the form does not open in query mode (Enter Query is not in the status line), select
the Enter Query function.

3. Enter the search criteria.

You can query information in any field that you can access. You can use the Oracle
wildcards % and _. Capitalization matters. Data is matched against the search criteria
exactly as you enter them.

4. Select the Count Query Hits function. The auto hint shows the number of matches.

Note
On some forms the Count Query Hits function is redefined to a special
function. In these cases, Count Query Hits may not count the number of
records that match your query criteria.

Wildcards

You can use the Oracle wildcards % and _ in the search criteria:
The character % represents any number of unspecified characters.
The character _ represents one occurrence of an unspecified character.

The following examples illustrate the use of wildcards:

To get these results: Enter this criteria:

All entries that contain ma %ma%

All entries that begin with ma ma%

All entries that have ma as the last two characters %ma

All entries that have m as the second character _m%

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 With experience, it becomes easier to narrow your queries to get the results you want.

Note
The underscore ( _ ) wildcard cannot be used to search in the Name
fields.

Extended Queries

With extended queries, you can use SQL*Plus operators to enter more specific query
criteria.

Availability of Extended Query

Extended Query can be used only if it has been enabled for your institution, and only if
you have security permissions that include this feature.

In Oracle 10gR2, which is required for Banner 8.0, Oracle has disabled Extended Query
by default.

Note
Security Administrators can refer to the EXTENDED_QUERY topic in
Chapter 1 of the Banner Security Administration Handbook for
information on how to enable Extended Query for the institution and how
to give individual users permission to use Extended Query.

Limitations of Extended Query

The column(s) you select in an extended query must be in base database tables; they
cannot come from temporary work fields. For example, if you try to use the extended
query feature on the Class field (by entering a: and then selecting Execute query) on the
AOAIDEN form, it does not open the Query/Where window, but instead displays the
following message:
FRM-40301: Query caused no records to be retrieved. Re-enter.

To determine whether data is coming from a base table, you can check the item properties
on the field:

1. Choose Help>Item Properties in the menu bar.

2. Check whether the attribute called base table contains a value of TRUE' or FALSE'.
If the value is FALSE, then you will not be able to do an extended query on that field.
If the value is TRUE, then you can use the extended query feature.

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 To perform an extended query:

1. Access the form you want to query.

2. If the form opens in query mode (Enter Query is in the status line), go directly to
step 3.

If the form does not open in query mode (Enter Query is not in the status line), select
the Enter Query function.

3. Move to the field where you want to use extended query.

4. Enter a colon followed by an identifying character such as A. If you are using

extended query in more than one field, enter a different character in each field (for
example, :B, :C, and :D).

5. (Optional) Enter additional search criteria.

6. Select the Execute Query function. The Query/Where window opens.

7. Enter the search criteria beginning with a colon, followed by the identifying
character, the appropriate SQL*Plus query operators, and values to match.

Example: :A>15-SEP-02

Note
Due to Oracle limitations, the maximum number of search characters is
200.

8. Click the OK button. The form reappears with the results of the query.

Note
The Search button in the Query/Where window controls the Oracle
Search and Replace function, not the Execute Query function.

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Enter :A as the search criteria.

Select Execute

This window appears. Enter

:A followed by the appropriate
SQL*Plus query operators
and the values to match.

Click this button.

The form displays

all matching
records.

Extended ID and Name Searching

The Extended Search feature provides advanced querying capabilities to help you
maintain identification information for persons and non-persons.

To use the Extended Search window:

1. In a key block ID field, enter a partial ID and a wildcard ( % and _), or enter a partial
name in the Name field. Wildcards can also be used in the Name field, but are not
required for searching. For example, if an entire last name is entered, with no first
name or wildcards, the Extended Search window will open and the search results will
include all persons/non-persons that have that last name.

Note
The underscore ( _ ) wildcard cannot be used to search in the Name
fields.

2. The ID and Name Extended Search window appears. The person/non-person count
displays the number of persons/non-persons returned by the search.

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 3. Click the Search Results pull-down list to see the ID and name of the person/non-
persons returned from the query.

Note
A person/non-person may be listed multiple times in the results list if the
person has alternate names or IDs. However, each person/non-person is
only included in the count once.

To review additional information about the persons in the search result set:

1. Click the Person Search Detail icon.

2. The Person Search form opens. The form that appears will vary by Banner product.
For example, if the searching is being performed on a Student form such as
SPAIDEN, the SOAIDEN form will open. An ID can be selected on this form. If the
ID is selected, you will be returned to the original form and this ID will display in the
key block. If no ID is selected, when you exit this form, you will return to the key
block of the original form. The Extended Search window will not redisplay
automatically.

To review additional information about the non-persons in the search result set:

1. Click the Non-Person Search Detail icon.

2. The Non-Person Search form opens. The form that is called will vary by Banner
product. For example, if the searching is being performed on a Student form such as
SPAIDEN, the SOACOMP form will open. An ID can be selected on this form. If the
ID is selected, you will be returned to the original form and this ID will display in the
key block. If no ID is selected, when you exit this form, you will return to the key
block of the original form. The Extended Search window will not redisplay
automatically.

To reduce the search to person or non-person:

1. Click the radio button for the person or non-person.

2. The results will be updated to included only persons or non-persons, depending on

your selection.

3. To reset the results to include persons and non-persons, select the Both radio button.

To reduce the search based on additional criteria:

1. Add additional search criteria in any combination of the fields: City, State or
Province, ZIP or Postal Code, Name Type, SSN/SIN/TIN, Birth Date, Gender.

2. Click the Reduce Search button.

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 To clear the data from a previous search, or to enter a new query:

1. Click the Clear Search button.

To close the Extended Search window:

1. Click the X in the upper right hand corner of the window, or use keystrokes to
perform a Clear Form function.

To determine who entered the current name/ID of a non-person and the form on
which the data was entered:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Enter the ID of the non-person you are identifying.

3. Verify that the non-person's name has been entered on the main window on the
Current Identification window.

4. Review the data in the ID and Name Source block.

To determine who entered the alternate name/ID of a non-person and the form on
which the data was entered:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Enter the ID of the non-person you are identifying.

3. Verify that the non-person's name has been entered on the main window on the
Current Identification window.

4. Go to the Alternate Identification window.

5. Review the data in the Origin, User, Activity Date, Create User, and Create Date
fields.

Entering Basic Person Information

To enter current identification data for a person:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Enter the ID.

Note
If Common Matching is enabled for you, you will be directed to the
Common Matching Entry Form (GOAMTCH), where you can enter
information for the new ID and check for matches. Save the record. The
ID and associated name are displayed in the key block.

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 3. Go to the Current Identification window.

Note
If the person currently has a record in Banner, the system copies the
identification information and automatically places it into the fields in the
current identification block. Complete the remaining fields, following the
directions below.

4. Enter the person's Name Type.

5. Enter the person's SSN/TIN/SIN.(This field is available on FOAIDEN and

PPAIDEN).

6. Enter the person's First Name, Last Name, and any other applicable parts of the
name.

7. Enter the person's Marital Status. (This field is available on APAIDEN and
FOAIDEN).

8. Save.

To enter alternate identification data for a person:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Verify the ID and the First Name, Last Name, and Middle Initial information on the
Current Identification window.

Note
If the ID is generated, you must save the record before accessing the
Alternate Identification block.

Note
If Common Matching is enabled for you, you will be directed to the
Common Matching Entry Form (GOAMTCH) where you can enter
information for the new ID and check for matches. Save the record. The
ID and associated name are displayed in the key block.

3. Go to the next block, which takes you to the Alternate Identification window.

4. Enter the Change of Name or ID.

Note
The Duplicate Record function will copy the ID or name information into
the appropriate fields on the Alternate Identification window depending on
what type of change you enter.

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 5. Enter the person's alternate ID.

OR

Enter the person's alternate Last Name.

6. Enter the person's alternate First Name.

7. Enter the person's alternate Middle Name.

8. Save your changes.

To view alternate identification data for a person:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Verify the ID and the First Name, Last Name, and Middle Name information on the
Current Identification window.

3. Go to the next block, which takes you to the Alternate Identification window.

To enter current identification data for a non-person:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Enter an ID.

Note
If Common Matching is enabled for you, you will be directed to the
Common Matching Entry Form (GOAMTCH) where you can enter
information for the new ID and check for matches. Save the record. The
ID and associated name are displayed in the key block.

3. Go to the next block.

4. Enter the name of the non-person in the Non-Person Information field.

5. Save.

To update an organization's and a person's name or ID:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Go to the Current Identification window.

3. Enter the new data over the existing data.

4. Save.

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 5. Go to the next block (which takes you to the Alternate Identification window) to see
the changes.

Note
For updated IDs, the ID appears in the Change field. For updated names,
the name appears in the Change field.

6. Select Next Record to view alternate names or IDs.

To delete an organization's and person's alternate name or ID:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Select Next Record until the desired name or ID appears.

3. Select Remove Record.

4. Save. The record is no longer displayed, and it no longer exists on either the Person
Search Form (SOAIDEN) or the Non-Person Search Form (SOACOMP).

Maintaining Address and Telephone Information

To enter address information for a person:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Enter the ID.

3. Verify that the person's First Name and Last Name have been entered on the main
window in the Current Identification tab.

4. Go to the Address window.

Note
If the person currently has a record in Banner, the system displays the
address information on the Address window. You can insert new
information by selecting Insert Record. Complete the remaining fields,
following the directions below.

5. Enter the Type code for a new address.

OR

Select an address to be modified from the group of addresses previously entered for
the person.

6. Enter the street address portion of the address in the Address fields.

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 7. Enter the City (required), State or Province, and ZIP or Postal Code portion of the
address.

OR

Search to select a City, ZIP or Postal Code, and State or Province from the ZIP or
Postal Code Validation Form (GTVZIPC).

Note
If the city and state are both blank and a ZIP or postal code is entered, the
city and state will default into those fields from GTVZIPC.

8. Enter the Nation code portion of the address.

Note
You must enter either the State /Province code or the Nation code.

9. If you do not want to create bar codes for the address, go to the last step.

OR

If you want to create bar codes for the addresses, go to the next step.

10. Select the ZIP/PC field, and open the Delivery Information window.

11. Enter all available delivery information.

12. Return to the Address window.

13. (Optional) Enter the Phone number associated with the Address.

14. Save.

Note
A person must have at least one complete address.

To enter address information for a non-person:

1. Access an Identification Form (%IDEN).

2. Enter the ID of the non-person you are identifying.

3. Verify the non-person's Name field entry have been entered on the Current
Identification window.

4. Go to the Address window.

5. Enter the Type code for a new address.

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 Alternatively, you can select an address to be modified from the group of addresses
previously entered for the person.

6. Enter the street address portion of the address in the Address fields.

7. Enter the City (required), State or Province, and ZIP or Postal Code portion of the
address.

OR

Search to select a City, ZIP or Postal Code, and State or Province from the ZIP or
Postal Code Validation Form (GTVZIPC).

Note
If the city and state are both blank and a ZIP or postal code is entered, the
city and state will default into those fields from GTVZIPC.

8. Enter the Nation code portion of the address.

Note
You must enter either the State/Province code or the Nation code.

9. If you do not want to create bar codes for the address, go to step 13.

If you want to create bar codes for the addresses, go to step 10.

10. Select the ZIP/Postal Code field, and go to the Delivery Information window.

11. Enter all available delivery information.

12. Return to the Address window.

13. (Optional) Enter the Telephone number associated with the address.

14. Save.

To enter a primary telephone number with a new address:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Enter the ID.

3. Go to the next block.

4. Go to the Address window.

5. Enter the Type code for the new address.

6. Enter the street address portion of the address in the Address fields.

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 7. Enter the City (required), State or Province, and ZIP or Postal Code portion of the
address.

Alternatively, you can search to select a City, ZIP or Postal Code, and State or
Province from the ZIP or Postal Code Validation Form (GTVZIPC).

Note
If the city and state are both blank and a ZIP or postal code is entered, the
city and state will default into those fields from GTVZIPC.

8. Enter the Nation Code portion of the address.

Note
You must enter either the State/Province code or the Nation code.

9. Enter the country code (if applicable), area code, basic number, and the extension in
the Telephone fields.

10. Enter the Telephone Type.

Note
Telephone types are associated with address types on the Address Type
Code Validation Form (STVATYP). The telephone type associated with
the address type defaults, but can be overwritten.

11. Save.

Note
Telephone numbers entered on the Address window are automatically
associated with an address.

To add a primary telephone number to an existing address:

You can associate a primary telephone number with an address by using either the Address
window or the Telephone window. Keep in mind that when you associate a telephone
number with an address, the telephone number will become inactive if you designate the
address inactive at some point.

To use the Address window:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Enter an ID in the ID field. Go to the next block.

3. Go to the Address window.

4. Enter an address and address type, or query for an existing one that you want to use.

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 5. Choose the Telephone Type.

Note
Telephone types are associated with address types on the Address Type
Code Validation Form (STVATYP). The telephone type associated with
the address type defaults, but can be overwritten.

6. Enter the telephone number in the Telephone field.

7. Save.

To use the Telephone window:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Enter an ID in the ID field. Go to the next block.

3. Go to the Telephone window.

4. Choose a Telephone Type.

Note
Telephone types are associated with address types on the Address Type
Code Validation Form (STVATYP). The telephone type associated with
the address type defaults, but can be overwritten.

5. Enter the telephone number the Telephone fields.

6. Choose an Address Type and Sequence Number. You can query to find the address
type and sequence number that identifies the address you want to use.

7. Save.

To enter a telephone number without an address:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Enter an ID in the ID field. Go to the next block.

3. Go to the Telephone window.

4. Choose a Telephone Type.

5. Enter the telephone number in either the Telephone fields.

6. Save.

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 To make an address inactive:

1. Go to an identification form such as SPAIDEN or APAIDEN.

2. Enter an ID in the ID field. Go to the next block.

3. Go to the Address window.

4. Choose the address you want to inactivate.

5. Check the Inactivate check box.

6. Save.

Note
When you inactivate an address, then the telephone number for that
address will also be designated as inactive. If you want to keep the
telephone number active, do one of the following:

On the Telephone window, uncheck the Inactivate check box for the
telephone number.
On the Address window, choose To and From Dates to specify the active
dates for the address, instead of checking the Inactivate check box for the
address.
On the Telephone window, do not associate an address type with the
telephone number. If an address type is already specified, then delete it.

Note
For telephone numbers entered on the Address window of Banner Self-
Service, the address type and sequence number specified on the window
are always automatically associated with the telephone number in
Banner.

Date Queries

Date queries require special care.

Centuries in the Year

You must specify all four digits for a year when you query on a date field. For example,
enter 26-JUN-2002, not 26-JUN-02. If you omit the century, zeros are entered for the
century. In this example, if you enter 26-JUN-02, Banner expands the date to 26-JUNE-
0002, not 26-JUN-2002.

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 Dates and Time Stamps

Banner stores most dates with a time stamp. You dont see the time stamp, but its part of
the date record and can affect the results of a query.

When you include a date in your query criteria, Banner often adds the time 00:00:00 to
the query criteria. You probably wont get any matches with this timestamp, resulting in
the message Query caused no records to be retrieved. Re-enter.

To get the results you want, use one of these methods to enter the search criteria:
Use a relational operator with an earlier or later date. For example, to find records
dated 26-JUN-2002, enter >25-JUN-2002 and < 27-JUN-2002. The query
results will include all records dated after June 25 and before June 27.
Use an extended query. In the Query/Where window, use a two-digit year (for
example, 02 rather than 2002). For more information on extended query, see
"Extended Queries" on 3-33.
Use the TRUNC function. The query :A>'15-SEP-02' will return all rows that
have an activity date (or some other date) of 15 September 2002. However, to find
a row(s) that occurs on one date, you need to use the TRUNC function as follows:
TRUNC(:A) = '05-MAY-2004'

Viewing Job Submission Output

You can view Job Submission output online with the Saved Output Review Form
(GJIREVO):
The .log file contains technical details about running the report or process.
The .lis file contains the report output.
The .doc file (for mail merges) can be viewed for the Letter Generation Print
Report (GLRLETR).

These files can be written to the database, if so requested, and can also be displayed or
saved to your local desktop machine.

To view, save, and print output:

1. Use the Process Submission Control Form (GJAPCTL) to run the report or process as
usual. Enter DATABASE in the Printer field.

2. Access the Saved Output Review Form (GJIREVO). The form shows the Process and
Number of the report or process just run.

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 3. Double-click the File Name field (or use the button) to display a list of the files that
were created.

4. Choose the file you want to display. Click OK. The output appears in your Banner
window.

5. (Optional) If you want to view the output in a browser window:

5.1. Select Show Documents (Save and Print File) from the Options menu. A dialog
box asks if you want to continue.

5.2. Click the Yes button. The output appears in a browser window.

Note
Your site administrator must set up the Web URL needed to view output in
a browser window.

6. (Optional) To save the output, use the browser File>Save As option.

7. (Optional) To print the output:

7.1. If you have not already done so, use the browser File>Save As option to save
the output.

7.2. Open the saved output.

7.3. Use the File>Print option to print the output.

Using Banner Data Extract

You can extract data from a Banner form to a spreadsheet. On some forms, you have the
option to extract detail data from the current block either with or without data from the key
block included. Once in a spreadsheet, you can easily make graphs and reports for the
data.

Availability of the Data Extract Feature

SunGard Higher Education delivers the extract feature on most validation forms, and also
on a limited number of rule, application, and inquiry forms where the feature has been
tested. This feature has been tested on the following non-validation forms:

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 Accounts Receivable

Extract details with or without key data: Extract details only:

TFADETL TGACPSV
TGIACCD TSAAREV
TSASBRL

Advancement

Extract details with or without key data: Extract details only:

AGCDESG AAAMBDP
AGCGADJ AAAMBRL
AGCGIFT AFCCAMP
AGCPADJ AGAADJR
AGCPLDG AGACTRL
ADAGIFT AGAMGIF
APACLUB AMCSTGY
APACOMB APAACTY
APAEXRS APADCDP
APAFHIS APAGHIS
APAIGRP ASCSORG
SOAHOLD AUAIGRP
SLABQRY
SLQEVNT

Finance

Extract details with or without key data: Extract details only:

FGITBAL FEREDIC
FIASPND FFAFDEL
FOATEXT FFASYSC
FRABUDP FGIBAVL
FRIBUDT FGIBDST
FRIBUTG FOA1099
FRIEVNG FOASYSC
FRIEVNP FRIBUDG
FRIGSUM FRIBUDP
SOAHOLD FRIGRNT
FRIPROP
FTMACCI
FTMACCT

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 Extract details with or without key data: Extract details only:
FTMACTV
FTMCOAS
FTMLOCN
SLABQRY
SLQEVNT

Financial Aid

Extract details with or without key data: Extract details only:

RCRDTSR

General

Extract details with or without key data: Extract details only:

GJAPDEF GJAJOBS
GLAEXTR GLIOBJT
GLIEXTR GOAADRL
GLISLCT GOAFBPR
GLIVRBL GORDMCL
GUALETR GORDMSK
GUAOPTM GORFDMN
GUAPARA GORFDPI
GUIMAIL GORFDPL
SOAHOLD GORFDTP
GUAOBJS
SLABQRY
SLQEVNT

Human Resources

Extract details with or without key data: Extract details only:

NBAPOSN NBAFISC
NBIBHSC NBQPOSN
NBIBHSF NTRAUSG
NBIBHSP NTRFINI
NBIBHSR NTRFRNG
NBIBTOT NTRHROL
NBIPINC NTRSGRP
NBIPORG PTRBCAT

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 Extract details with or without key data: Extract details only:
NBIWKSH PTRCALN
NHIDIST PTRETHN
NHIEDST PTRSKIL
NOIEMSG PTRSKLV
NTRAPTY PTRUSER
NTRBROL SLABQRY
NTRFBLD SLQEVNT
NTRPCLS
NTRROUT
NTRWKSH
PDAFLEX
PDIDLST
PEAFDED
PEALEAV
PEAJACT
PEAJFAC
PEAPADV
PEAXJOB
PEIDTOT
PEILHIS
PHADSUM
PHAMTIM
PHATIME
PHIDERR
PHIETIM
PHITTOT
PTRBDCA
PTREARN
PTRECLS
PTRSHFT
PXAASCD
SOAHOLD

Student

Extract details with or without key data: Extract details only:

SFAFAUD SFAREGQ
SFARCTT SFAREGS
SFARGFE SHACRMQ
SFASLST SHARQTC

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 Extract details with or without key data: Extract details only:
SHACRSE SHARQTS
SIAASGQ SLABQRY
SOAHOLD SLQEVNT
SOAXREF SMACACT
SRASUMI SOAATRM
SOACCOL
SOILCUR
SORCACT

Extract results are unpredictable on forms that have not been tested with this feature. If
you want to extract data on an untested form, your system administrator can consider
enabling the extract feature on GUAOBJS. SunGard Higher Education does not support
this feature on untested forms, but will, however, continue to test more forms and expand
support with future releases.

You can tell that the extract feature is enabled on a specific form if one or both of the
following options is enabled in the Help pull-down menu for the form:
Extract Data with Key extracts details in the current block with key data.
Extract Data No Key extracts details in the current block without key data.

The Data Extract Option field on GUAOBJS determines whether one, both, or neither of
these extract options is available for a form.

Extracting Data

Extracted data can be saved to a file with a .csv extension, or displayed as text in a new
browser window, depending upon what is set up on the Directory Options window of the
General User Preferences Maintenance Form (GUAUPRF).

Generally, your site administrator specifies a value for the entire institution, but you may
have the option to set your own preference. If you do, then you can use the following steps
to specify your preference.

To specify your preference for extracting data:

1. Access the General User Preferences Maintenance Form (GUAUPRF).

2. Go to the Directory Options window.

3. Scroll to the record where Description is Data extract format: FILE (.csv) , TEXT, or
WEBUTIL.

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 4. If you want your extracted data to be placed into a file in comma separated value
format (with a .csv extension), enter FILE in the User Value field. When you extract
data, you will be prompted to save it to your local drive.

OR

If you want your extracted data to be displayed in a separate browser window, enter
TEXT. The information is display-only, but you can save it in a variety of formats.

OR

If your institution uses the WebUtil option, you can enter WEBUTIL to save the .csv
file to your local drive using the General WebUtil File Extract Form (GUQWUTL).

Note
Before using the WebUtil option, ensure that your institution has
configured it.

5. (Optional) If your institution uses the WebUtil option, you can specify a default
directory to save your output in the User Value field for the Local directory for
saving output record.

6. Save.

To perform a data extract:

1. Access the Banner form.

2. If applicable, display the desired records on the form.

3. Select one of the following options from the Help pull-down menu:
Extract Data with Key (to extract key data and data in the current block)
Extract Data No Key (to extract data in the current block only)

Extracted data is displayed in a browser window, or you are prompted to save the
output file, depending on which option is specified on the General User Preferences
Maintenance Form (GUAUPRF).

Tip: To save the data from your browser window to a file, use Internet Explorers
File>Save As option to save the extracted data to a local directory as a .txt file. Then
rename the file as a .csv file.

For Firefox, use the browsers File>Save Page As option to save the extracted data to
a local directory as a .txt file.

OR

For Safari, click the icon , select the Save As option to save the extracted data to a
local directory as a .txt file.

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 4 Features of Banner

Using the Calendar

Double-click
this field.

The calendar appears.

Double-click any date on the calendar to

return it to the Date field on the form.

There are three ways to display the calendar:

Double-click any date field, or click the Calendar button. If the date field has a
value, the calendar highlights that date. If the date field is empty, the calendar
highlights the current date. You can double-click a date on the calendar to return it
to the calling form.
Use Direct Access to display the Calendar Form (GUACALN). When accessed this
way, the calendar works independently of any form or field. You cannot select a
date and return it to a form.
Select Help>Calendar. When accessed this way, the calendar works independently
of any form or field. You cannot select a date and return it to a form.

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 Using the Calculator
There are three ways to display the calculator:
Double-click any numeric field, or click the Calculator button. If the numeric field
has a value, the calculator shows that value. You can use the mouse, number keys
on the keyboard, or the numeric keypad (if the NumLock is enabled) to make
calculations. When youre done, click the OK button to return the calculated value
to the calling form.
Use Direct Access to display the Calculator Form (GUACALC). When accessed
this way, the calculator works independently of any form or field. You cannot
return a calculation to a form.
Select Help>Calculator. When accessed this way, the calculator works
independently of any form or field. You cannot return a calculation to a form.

Double-click this field.

The calculator

Make your

Click this button to return the calculated

value to the numeric field on the form.

Using Help
Banner has several kinds of help that can give you immediate online assistance:
Online help. This is online information about forms and fields in Banner.
Local Dynamic Help. This format enables you to store your own information for
fields, blocks, and forms.
Banner Documentation Bookshelf. This tool lets you access Banner documents
directly from your computer by using a desktop shortcut. These electronic

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 documents look the same as the hard copy versions, regardless of the computer you
are using.
Help (Item Properties). This list shows all the properties of the field where the
cursor is currently located.
Show Keys. This list shows the Oracle functions and associated keystrokes
available in your environment for the field, window, and form where the cursor is
currently located.
Auto hint. This hint at the bottom of the form briefly describes the field where the
cursor is located. Error and processing messages also appear here.

Online Help
Banner online help contains information about forms and fields, as well as tasks you can
perform with Banner. This help system runs in a web browser.

Installation and configuration information is contained in the Banner Middle Tier

Implementation Guide. These activities are performed by your site administrator.

Online help is also available off-line. You can download a .zip file of each Banner
products online help, install it on your local computer, and use it even when you are not
connected to Banner.

Each Banner products online help (whether accessed through the Banner system or by
downloading the .zip file) contains a .pdf file that contains the same form reference
information found in online help. The .pdf file presents the online help information in a
printer-ready format.

See the About Online Help topic within online help for more information on using
online help.

Accessing Online Help for a Form

When you access online help, information about the current form is displayed. From there,
you can expand the help window to browse through other topics, or to use the search and
index features to look for specific topics.

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 Click this button to
expand the help
system.

To display online help for a form:

1. Click the Online Help button in the 1. Select Help>Online Help.

toolbar.

Browsing for Topics

The Contents tab and the bread crumb trail both enable you to browse for topics
categorically. Form and field information is organized by Banner module. Task
information is contained under the Procedures heading.

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 Browsing with the Contents tab

Searching for Topics

The Search tab allows you to search for topics within the help system. You can also use
your browsers search on page feature to find specific text on a help page.

Searching with the Search tab

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 Using the Index

The Index tab provides an alphabetical listing of topics within the help system. Click on a
letter in the index to scroll through topics that begin with that letter.

Searching with the Index tab

Accessing the Help Center

If you want information about forms and tasks for another Banner product, use the Help
Center link, which is available from the main menu of Banner, or from anywhere within
the help system.

From the Main Menu

From Within the Help System

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 From either the main menu or within the help system, the Help Center appears:

Note
Only products that are licensed at your site appear on the Help Center
page.

To display the Help Center

1. Click the Help Center link on the 1. Use the Tab key to navigate to the
main menu, or click the Banner Help Banner Help Center link within the
Center link within the help system. help system.

2. Press the Enter key.

Local Dynamic Help

This help is completely written and maintained by your institution. System upgrades do
not affect this help text. It is the default when you access Dynamic Help.

Local Dynamic Help is displayed on the Help Form (GUAHELP). You can access
GUAHELP in query mode or edit mode.

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 You can use the main window of GUAHELP to identify the help text you want to access.
A check box tells you if the requested item has help text.

Choose Dynamic Help Identify the specific item whose

for a form, block, or field. Dynamic Help you are

This checkbox indicates whether

Choose Banner Dynamic Help the requested Dynamic Help exists.
or Local Dynamic Help.

When you first access the main window, the selection criteria indicate Local Dynamic
Help for the field where the cursor is located. Banner internal item names identify the
current form, block, and field.

You can override the defaults and access help text for another form, block, or field. For
Local Dynamic Help, you can create block and field names that make sense to your
institution. (Banner does not define the names.) Once you create a name, you must always
use that name to access Local Dynamic Help for the item. SunGard Higher Education
recommends that you use the Banner-defined names for all your Banner-delivered forms.

To access Dynamic Help in query mode:

1. Press Shift and double-click a field. 1. Select Help>Dynamic Help Query.

The Help Form (GUAHELP) appears. The Help Form (GUAHELP) appears.
The default selection criteria indicate The default selection criteria indicate
Local Dynamic Help for the field you Local Dynamic Help for the current
clicked. field.

2. Verify the default selection criteria. 2. Verify the default selection criteria.
Change if necessary. Change if necessary.

3. Click the Display button. The Help 3. Select the Next Block function. The
Text window shows help text for the Help Text window shows help text for
requested item. the requested item.

To access Dynamic Help in edit mode:

1. Select Help>Dynamic Help Edit. The Help Form (GUAHELP) appears. The default
selection criteria indicate Local Dynamic Help for the current field.

2. Verify the default selection criteria. Change if necessary.

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 3. Select the Edit button or the Next Block function. The Help Text window shows help
text for the requested item.

To override the defaults and access Dynamic Help for another item:

1. Access Dynamic Help in either query mode or edit mode. The default selection
criteria on the Help Form (GUAHELP) indicate Local Dynamic Help for the current
field.

2. To access help text for another form, choose the Form radio button and enter the
form name.

OR

To access help text for another block, choose the Block radio button and enter the
form and block names.

OR

To access help text for another field, choose the Field radio button and enter the form,
block, and field names.

3. Select the radio button for the type of Dynamic Help you want to access (Banner
Dynamic Help or Local Dynamic Help).

4. Select the Display button (query mode), Edit button (edit mode), or Next Block
function. The Help Text window shows help text for the requested item.

To choose a block or field name from an LOV:

Use these steps if you dont know the block or field name of the Dynamic Help you want
to display. You can display an LOV that lists all the blocks or fields on the form that have
Dynamic Help.

If you display Banner Dynamic Help, the LOV shows internal item names. If you display
Local Dynamic Help, the LOV shows the names you assigned.

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 1. Access the Help Form (GUAHELP). 1. Access the Help Form (GUAHELP).

2. Click the Banner or Local radio 2. Select the Banner or Local radio
button on the main window. button on the main window.

3. Verify the form name. Change if 3. Verify the form name. Change if
necessary. necessary.

4. For block names, click the Search 4. For block names, select the Next Item
button on the Block field. An LOV function until you reach the Block
appears. field.

OR OR

For field names, verify the block For field names, verify the block
name. Then click the Search button on name. Then select the Next Item
the Field field. An LOV appears. function until you reach the Field
field.
5. Scroll to the desired name.
5. Select the List function. An LOV
6. Double-click the name. The selected appears.
name is returned to GUAHELP.
6. Scroll to the desired name.

7. Press Enter. The selected name is

returned to GUAHELP.

To enter or update Dynamic Help:

1. Select Help> Dynamic Help Edit. The Help Form (GUAHELP) appears. The default
selection criteria indicate Local Dynamic Help for the current field.

2. Verify the default selection criteria. Change if necessary.

3. Select the Edit button or the Next Block function. The Help Text window shows help
text for the requested item.

4. Enter your changes in the Help Text window.

You can use the Editor to modify text. See "Using the Editor" in chapter 4. You can
search for a specific string of characters or replace a string of characters with another
string (instructions follow).

5. Select the OK button in the Help Text window. The GUAHELP main window
appears.

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 6. Select the Save function. A dialog box appears.

7. Select the OK button or press Enter.

Verify the selection criteria.

Change if necessary.

Click this button.

This window
appears. Enter
your changes
here.

Click this
button.
Save.

To search for a string of characters:

1. Access Dynamic Help in query mode or in edit mode. The default selection criteria
on the Help Form (GUAHELP) indicate Local Dynamic Help for the current field.

2. Verify the default selection criteria. Change if necessary.

3. Select the Edit button (edit mode), Display button (query mode), or Next block
function. The Help Text window appears.

4. Select the Search button. The Search/Replace window appears.

5. Enter the search string in the Search for field.

6. Select the Search button. The Help Text window displays the area that contains the
first occurrence of the search string.

7. (Optional) Continue selecting the Search button to find the next occurrence of the
string.

To replace a string of characters:

1. Select Help> Dynamic Help Edit. The Help Form (GUAHELP) appears. The default
selection criteria indicate Local Dynamic Help for the current field.

Note
You must access GUAHELP in edit mode.

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 2. Verify the default selection criteria. Change if necessary.

3. Select the Edit button or the Next block function. The Help Text window appears.

4. Select the Search button. The Search/Replace window appears.

5. Enter the search string in the Search for field.

6. Enter the replacement string in the Replace with field.

7. To replace the next occurrence of the string, select the Replace button. You can
continue clicking the Replace button to replace each occurrence.

OR

To replace all occurrences of the string, select the Replace All button.

8. Respond to the dialog boxes (if displayed) to continue the search.

9. Select the Cancel button on the Search/Replace window.

10. Select the OK button on the Help Text window.

11. Select the Save function on the main window. A dialog box appears.

12. Select the OK button or press Enter.

Banner Documentation Bookshelf

The Banner Documentation Bookshelf is an easy way to access Banner documents

directly from your computer. The Bookshelf includes both user and technical
documentation. Documents in the Bookshelf appear in PDF (portable document format).
They look the same as the hard copy versions, regardless of the computer you are using.
You can print any document locally.

The Bookshelf can be downloaded to a central location at your institution, making it

available for use by authorized users. Your system administrator can use the Banner
Documentation Bookshelf Getting Started Guide to set up the Bookshelf.

In addition to the system setup, you must install Adobe Reader on your computer. This
software is freely available from Adobe and lets you read, print, and search the PDF files
in the Bookshelf. Once you know the location of the Bookshelf at your institution, you can
create a shortcut on your desktop to access it easily.

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 To create a desktop shortcut for the Bookshelf:

1. Open Windows Explorer.

2. Browse to the location where the Bookshelf directory is stored at your institution
(bdoc6x or bdoc7x, depending upon the version of Banner you are using).

3. Right click bkshlfxx.pdf and choose Create Shortcut.

4. Drag the shortcut to your desktop.

5. (Optional) Rename it.

6. Double-click the icon to launch the Bookshelf.

To access a specific manual and chapter:

1. Open the Bookshelf.

2. In the left pane, click the bookmark in front of the product you want to access. The
bookmark expands to show the products documents.

3. If necessary, expand bookmarks in the left pane until you see the document or chapter
you want to display.

4. Click the name of the document or chapter you want to display. The selected
document or chapter appears in the right pane.

To set up your search preferences:

You can search for information in one or more documents. You must set up your
preferences before you can search the Bookshelf. You only need to enter these setups
once.

1. Open the Bookshelf.

2. Select File>Preferences>Search to display the Acrobat Search Preferences window.

3. Set up your preferences.

4. Click the OK button.

To attach indexes for the documents you want to search:

Before you can search a document, you must attach its index. You only need to attach a
specific index once.

1. Determine where the index files are located (file extension .pdx). They are in the
folder named _indexXx,where X is the release number. This folder is located in the

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 same folder as the Bookshelf files. Check with your data center personnel, if
necessary.

2. Open the Bookshelf.

3. Select Search Indexes in the left pane. The Index Selection window appears with a
list of the currently attached indexes.

4. Click the Add button. The Add Index window appears.

5. Select the index you want to attach. You may have to change directories to find it.

6. Click the Open button. The selected index is added to the Index Selection window.

7. Repeat steps 4 through 6 for each index you want to add.

8. Click the OK button in the Index Selection window.

To search for information:

Note
Adobe Reader must be loaded on your computer.

1. Open the Bookshelf.

2. Click the Search button in the Acrobat toolbar, or select Search Query in the left
pane. The Adobe Acrobat Search window opens.

3. Enter the text you want to find.

4. Click the Indexes button. The Index Selection window appears.

5. Select the manuals you want to search.

6. Click the OK button in the Index Selection window. The Index Selection window
closes.

7. Click the Search button in the Adobe Acrobat Search window.

If one file contains the requested text, the file appears. This procedure ends.

OR

If more than one file contains the requested text, the Search Results window appears
with a list of the files that contain the requested text. Continue with step 8.

8. Select the file you want to display.

9. Click the View button. The selected file appears.

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 Help (Item Properties)

Help (Item Properties) lists all the properties of the current field. For example, you can
find its internal database name, whether it is queryable, whether it is required, type of data
(character or numeric), maximum length, and minimum and maximum values. See your
Oracle documentation for information on each item property.

To display Help (Item Properties) for a field:

1. Place the cursor in the field.

2. Select the Help (Item Properties) function.

Show Keys

Show Keys lists the Oracle functions and associated keystrokes available in your
environment for the current field, window, and form. Specific keystrokes for a function
depend on your environment.

To display Show Keys:

Select the Show Keys function.

Auto Hint

The auto hint at the bottom of the form can contain the following information for the field
where the cursor is located:
Brief field description
Error and processing messages
Keyboard equivalents (if you can access other blocks, windows, or forms from the
field)

Using the Editor

The editor is a tool that helps you enter, update, and view information in a data field. For
example, you can use the editor to enter, update, and view Dynamic Help text on the Help
Form (GUAHELP).

Some data fields are actually longer than they appear on the form. With the editor, you can
expand a data field to display a larger, freeform window where it is easier to read or enter
more data. The size of the window depends on the defined length of the field.

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 To expand a data field:

1. Place the cursor in the field you want to expand.

2. Select the Edit function. A freeform window appears.

Note
Some data fields have a Comment button that you can click to open the
freeform window.

To select text:

1. Click on one side of the text you want 1. Use the arrow key to move to one side
to select. of the text you want to select.

2. Drag the cursor to the other side of the 2. Hold down the Shift key as you use
text you want to select. the arrow key to move to the other
side of the text you want to select. The
3. Release the mouse button. The selected text is highlighted.
selected text is highlighted.

To insert text:

1. Click where you want to insert the 1. Use the arrow key to move to where
text. you want to insert the text.

2. Enter the new text. 2. Enter the new text.

To replace text:

1. Select the text you want to replace.

2. Enter the new text. The new text replaces the existing text.

To copy text and save it on the clipboard:

1. Select the text you want to copy.

2. Select the Copy function. The text remains in its current location and is copied into an
invisible clipboard.

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 To cut text and save it on the clipboard:

1. Select the text you want to cut.

2. Select the Cut function. The text is deleted from its current location and is copied into
an invisible clipboard.

To paste text from the clipboard:

1. Place the cursor where you want to paste text.

2. Select the Paste function. Text from the clipboard is inserted.

To delete text:

1. Select the text you want to delete.

2. Press Delete.

To search for text:

1. Expand the data field. A freeform window appears.

2. Select the Search button. The Search/Replace window appears.

3. Enter the search string in the Search for field.

4. Select the Search button. The window displays the area that contains the first
occurrence of the search string.

5. Respond to the dialog boxes (if displayed) to continue the search.

6. Select the Cancel button on the Search/Replace window.

7. Select the OK button on the freeform window.

8. Select the Save function on the main window. A dialog box appears.

9. Press Enter.

To replace text:

1. Expand the data field. A freeform window appears.

2. Select the Search button. The Search/Replace window appears.

3. Enter the search string in the Search for field.

4. Enter the replacement string in the Replace with field.

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 5. To replace the next occurrence of the string, select the Replace button. You can
continue clicking the Replace button to sequentially replace the next occurrence.

OR

To replace all occurrences of the string, select the Replace All button.

6. Select the Cancel button on the Search/Replace window.

7. Select the OK button on the freeform window.

Banner Messaging
If you have the appropriate security, you can send messages to and receive messages from
other Banner users. Messages are created and viewed on the General Message Form
(GUAMESG).

When you have a new message to view, a checkmark appears next to the Check Banner
Messages link on the main menu. You can select this link at any time to view messages, or
go directly to the General Message Form (GUAMESG) from another form in Banner
using Direct Access or some other method.

Broadcast Messages

In addition to individual messages, Banner has the ability to display broadcast messages
for all Banner users. These messages appear near the bottom of the main menu. When
there is a new broadcast message, the Broadcast Message button on your toolbar becomes
enabled, and takes you to the main menu when clicked.

Users whose security privileges include the BROADCAST special security object can send
broadcast messages to all users. To send a broadcast message, create it on GUAMESG as
usual, and choose BASELINE as the recipient.

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 5 Customization

Customizing Banner
You can customize Banner to meet your individual needs. For example, you can:
Create a personalized menu with My Banner
Choose what information appears in title bars
Specify whether form names are displayed on menus
Customize the appearance of the main menu

My Banner

My Banner includes the forms, jobs, menus, and QuickFlows that are most important in
your daily work. You can access My Banner from the main menu. It is tied to your Oracle
user ID.

The following forms are used to create and copy My Banner menus:
The My Banner Maintenance Form (GUAPMNU) lets you create and change My
Banner.
The My Banner Maintenance and Copy Form (GUTPMNU) lets you copy a My
Banner menu to or from another user.

Making Changes to My Banner

There are several ways to add Banner objects to My Banner:

Scroll through the object list to find what you want to add
Enter the name of the object
Query the object list to narrow your search

You can also delete objects from My Banner either one at a time or all at once.

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 To use the object list to add an object to My Banner:

1. Access the My Banner Maintenance Form (GUAPMNU).

2. Use the pull-down list above the left pane to select the object type you want to
display. The left pane lists the objects of the selected type.

Note
You can query to reduce the object list. See the instructions later in this
chapter.

3. In the left pane, select each object you want to add to the menu by double-clicking it.
When you select an object, the name is highlighted.

4. (Optional) Repeat steps 2 and 3 for each object type you want to add to the menu.

Note
You can select objects from multiple object types (for example, a form and
a menu) and insert them all at one time.

5. Click in the right pane where you want to place the new menu items.

6. Click the Insert Selection button in the middle of the form . The selected objects
are added to the right pane below the place you clicked.

7. (Optional) Change the object descriptions.

8. Save.

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 Select the object type
you want to display.

Select each object you

want to add to the

Click in the right pane

where you want to place
the new menu items.
Click this button.

The new menu items

are inserted below
the cursor location.

To add an object to My Banner if you know the objects name:

1. Access the My Banner Maintenance Form (GUAPMNU).

2. Place the cursor in a blank Object field in the right pane.

3. Enter the objects name.

4. Press Enter. The objects type, description, and name appear in the right pane.

5. (Optional) Change the object description.

6. Save.

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 If you know the objects
name, enter the object
name in a blank Name
field and press Enter.

To query objects and add to My Banner:

Use these steps to reduce the list of object names in the left pane. You can add any or all of
the matches to My Banner.

1. Access the My Banner Maintenance Form (GUAPMNU).

2. Use the pull-down list above the left pane to select the object type you want to query.

3. Place the cursor in the left pane.

4. Select the Enter Query function. The object list disappears.

5. Enter the search criteria.

You can use the Oracle wildcards % and _. Capitalization matters. Data is matched
against the search criteria exactly as you enter them.

6. Select the Execute Query function. The left pane lists the matching objects.

7. To add all matches to the menu (if there are 20 matches or less), click in the right
pane where you want to place the new menu items. Then click the Insert All button
in the middle of the form .

OR

To add selected matches to the menu, select the objects in the left pane by double-
clicking each one. Click in the right pane where you want to place the new menu
items. Then click the Insert Selection button in the middle of the form .

8. Save.

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Customization
 Select the object type
you want to query.

Place the cursor

in the left pane.
Select Enter

Enter the search

Select Execute

The form displays

all matching

To select individual
objects:
Select the objects, click in
the right pane, and click this

To select all objects

(20 or less):
Click in the right pane, and
click this button.

Objects appear on
your My Banner
menu.

To delete selected objects from My Banner:

1. Access the My Banner Maintenance Form (GUAPMNU).

2. In the right pane, select each object you want to delete by double-clicking it. When
you select an object, the name is highlighted.

3. Click the Remove Selection button in the middle of the form . The selected
objects are deleted.

4. Save.

December 2011 Banner General 8.5 5-5

Banner Getting Started Guide
Customization
 Select each object
you want to delete
from the menu.

Click this button.

To delete all objects from My Banner:

1. Access the My Banner Maintenance Form (GUAPMNU).

2. Click the Remove All button in the middle of the form .

3. Save.

Click this button to

delete all menu items.

To change the location of an object in My Banner:

1. Access the My Banner Maintenance Form (GUAPMNU).

2. Delete the object from the menu (see the instructions on 5-5).

3. Add the object to the menu in its new location (see the instructions on 5-3).

4. Select the Save function.

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 To customize a lower level menu on My Banner:

1. Access the My Banner Maintenance Form (GUAPMNU).

2. Select the menu in the right pane by double-clicking it.

3. Perform a Next Block function. Contents of the menu appear in a new window.

4. Use the normal techniques to add to, change, and delete from the menu.

5. Save.

Select the menu.

Perform a Next Block

function.

Contents of the menu

appear in a new window.
Use normal techniques to
add to, change, and
delete from the menu.

To copy a My Banner:

1. Access the My Banner Maintenance and Copy Form (GUTPMNU).

2. Use the User pull-down list to select the My Banner you want to copy. The selected
My Banner appears in the right pane.

3. (Optional) Use the normal techniques to add to, change, and delete from the menu
before it is copied. If you want to change the original menu, select the Save function.
If you want the changes to affect the copies only, do not select the Save function.

4. Click the Display Users button. A list of IDs appears.

December 2011 Banner General 8.5 5-7

Banner Getting Started Guide
Customization
 5. Click the Copy button in the middle of the form. A list of user IDs appears in the left
pane.

6. (Optional) To reduce the list of IDs, enter a partial ID in the field above the left pane.
Start with the first character and enter as many characters as you know. Press Enter.

7. Select each user ID to receive the copied menu by double-clicking it. When an ID is
selected, it is highlighted.

8. Click the Copy to User(s) button.

9. If any of the IDs already has a My Banner, a dialog box asks if you want to overwrite
existing My Banners.
To overwrite all selected My Banners, click the Yes button.
To review each ID before deciding, choose the No button. A dialog box
appears for each ID that already has a My Banner. Choose Yes to overwrite
the old menu, or No to keep the old menu for the ID.

When the menus are copied, a message tells you how many menus were copied
successfully.

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Banner Getting Started Guide
Customization
 Select the My Banner
you want to copy.

Contents of the My Banner

appear in the right pane.

Add to, change, and delete

from the menu, if necessary,
before copying.

Click this button.

A list of user IDs

appears in the
left pane.

If you want to reduce the list of

IDs, enter search characters
and press Enter.

Select each user ID to

receive the copied menu.

Click this button.

Title Bar Display Options

You can choose to display any or all of the following in title bars:
Form names
Release numbers
Database instances

December 2011 Banner General 8.5 5-9

Banner Getting Started Guide
Customization
 To select information for your title bars:

1. Access the General User Preferences Maintenance Form (GUAUPRF).

2. Click the Form Display Options button.

3. Select or clear the display options, depending on the information you want to see on
your form title bars.

4. Select the OK button. A dialog box says you must exit and restart Banner to see the
changes.

5. Select the OK button in the dialog box.

6. Exit Banner.

7. Restart Banner to see your changes.

Displayed Form Names

You can choose whether form names are displayed in the following places:
Options pull-down menu
Left pane of menu maintenance forms
List of open windows on the Window pull-down menu

To display or hide form names:

1. Access the General User Preferences Maintenance Form (GUAUPRF).

2. Choose the Display Options tab.

3. Check the Display Form Name on Title Bar check box to display the form name, or
clear the check box to hide it.

4. Save.

5. Exit the form.

Note
A change to this display option, as well as to the release number or
database instance, occurs immediately. You do not need to exit Banner.
However, if you change any other display options, you must exit and
restart Banner to see the changes.

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Customization
 Customizing the Main Menu

You can customize the Banner main menu in several ways:

Specify the default expanded menu that appears when you log in
Create My Links for frequently used Banner objects or external web sites

Note
Changes to Banner colors will not appear on the main menu until you log
out and log back in.

Default Expanded Menu

The Banner main menu appears when you first access Banner. You can change the default
product menu that is expanded to suit your personal preference.

To specify the default expanded menu:

1. Access the General User Preference Maintenance Form (GUAUPRF).

2. Choose the Menu Options tab.

3. In the User Default field, enter the name of the menu that you want as the default, or
click the Search button to search for it using the Object Search Form (GUIOBJS).

4. Save your changes.

My Links

You can create a link from the main menu to a web site or Banner object using Personal
Links. Make sure you do not have pop-ups blocked with any third-party software. Pop-up
blockers can interfere with the performance of your personal links.

To create a link:

1. Go to the General User Preferences Maintenance Form (GUAUPRF).

2. Choose the My Links tab.

3. Enter a description of your link in the User Value field associated with the first
personal link description.

4. Enter the URL or Banner object name in the User Value field associated with the first
personal link URL or Banner object.

December 2011 Banner General 8.5 5-11

Banner Getting Started Guide
Customization
 5. Save. You must exit Banner and log back in to see your changes.

Note
You can create up to six personal links. Each personal link is comprised of
two recordsthe description and the URL/object. Make sure the
description record matches the corresponding URL or Banner object
record. The following example illustrates a personal link for a weather
web site.

Field Name Name of Your Link URL or Banner object

Description Enter the description for the My Enter the URL or Banner object
Personal Link 1 link. for the My Personal Link 1 link.

Default Value Your first personal link Your first personal link URL or
description Banner object

User Value My weather page www.weather.com

Changing Your Alerts

Alert options enable you to customize how you are prompted by Banner in certain
situations. Access the Display Options tab on GUAUPRF to customize any of the
following:
Check the Prompt Before Exiting Banner check box if you want Banner to verify
that you want to quit the Banner session before exiting.
Check the Display Additional Confidential Alert check box if you want Banner
to display an extra Confidential pop-up message for records that contain
confidential information.
Check the Display Additional Deceased Alert check box if you want Banner to
display an extra Deceased message for records associated with a deceased person.

Changing Your Banner Password

The Change Banner Password link goes to the Oracle Password Change Form
(GUAPSWD), where you can change your password.

Changing Your Banner Colors

You can customize your colors for Banner via the General User Preferences Maintenance
Form (GUAUPRF). Custom colors can be specified at the site level, by logging in as the
baseline user and changing the values in the Default Value fields, and also at the
individual user level, by changing the values in the User Value fields.

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Customization
 You can customize the color of the following items:
Buttons, such as Cancel and OK (buttons in the toolbar are not included).
Canvas of all forms
Record highlighting
Scroll and separator bars
Code/Description prompts
Canvases within the main menu, including the broadcast message, menu, and menu
tree canvases

To change the color of an item at the user level:

1. Go to User Interface Color Settings on the Display Options tab.

2. In the User Value field for the item you want to change, choose a color.

Note
You can select a pre-defined color from the palette, or create your own
shade by using HSB (Hue Saturation Brightness) or RGB (Red Green
Blue) values.

3. Select OK.

4. Save.

Note
SunGard Higher Education delivers the default values as seed data. If
you change the default colors as the BASELINE user, all users who have
not entered the GUAUPRF form at the individual user level will see the
baseline colors you selected.

Optimal Screen Resolution

Standard screen resolution of 1024x768 allows ample room for displaying user interface
components in Banner.

If you have the Display Properties>Appearance of your workstation set to Windows XP

style, you may see horizontal or vertical Windows scrollbars. If you want to eliminate the
scrollbars, you can use any of the following techniques:
On the workstation, set the Display Properties>Appearance to Windows Classic
style.
On the workstation, leave the display properties as Windows XP style, but go to
Display Properties>Settings>Advanced and choose a Custom DPI setting of 95
DPI, which is 99% of the normal size.

December 2011 Banner General 8.5 5-13

Banner Getting Started Guide
Customization
 On the workstation, leave the display properties as Windows XP style, but go to
Display Properties>Settings>Advanced, select the Active Title Bar item from the
Item pull-down list, and enter a value of 18 in the corresponding Size field. Enter a
value of 8 in the Size field for the font.
Use the Windows XP style on the workstation, but have your site administrator
establish a Banner URL configuration that sets the client DPI value to 95. This
method eliminates the need for users to change their individual workstation
settings.

5-14 Banner General 8.5 December 2011

Banner Getting Started Guide
Customization
 6 Tips and Tricks

This section contains some of SunGard Higher Education consultants favorite tips for
using Banner and teaching new users about it. A few of the tips that appear in this chapter
are also described in more detail elsewhere in the handbook.

Shortcuts for Entering Information

Topic Tip /Trick

System date In most date fields, entering a single, non-numeric character followed
by Enter or Tab will display the current date. Its easy to remember T
for Today, or S for System Date. Even special characters work for this
shortcut. Forget what todays date is? Enter a question mark and
Banner will tell you.

Dates within the If you enter a two-digit number in a date field, Banner assumes the
current month current month and year. For example, if the month is May and the year
2005, 10-MAY-2005 has the shortcut 10.

Dates within the If you enter a four-digit number in a date field, Banner assumes the
current year current year. For example, if the year is 2005, 15-JUN-2005 has the
shortcut 0615.

Populating After entering the SSN, click in the first enterable field, and the record
records on will be populated.
forms
Note: This shortcut works for about 80% of forms. Remember that you
proceed out of the key block by performing a Next Block function.

Navigation Shortcuts from the Main Menu

Topic Tip /Trick

Shortcuts in the Enter SITE to navigate to the site map.

Go To field

Enter TREE to navigate from the site map to the product tree.

December 2011 Banner General 8.5 6-1

Banner Getting Started Guide
Tips and Tricks
 Topic Tip /Trick
Enter REFRESH to:
Refresh your personal menu (My Banner) after making
changes on GUAUPRF
Return to the Banner menu even if you are buried deep
inside other menus
Refresh the site map

Press the up or down arrow keys to navigate to any of the last 10 forms
you accessed.

Enter the menu name to expand that menu.

Example: *GENJOB
Expands the General JOBSUB directory.

Enter EXIT to end your Banner session.

Enter the Quickflow name to automatically open the first form in the
Quickflow.

Enter a job name and GJACPTL will open and run it.

Enter *PERSONAL to open the My Banner menu.

Enter *MENU to open the Banner menu no matter where you are.

Other Navigation Shortcuts

Topic Tip /Trick

Rollback The Rollback function clears out the record and takes you back to the
key block, so you can take another snapshot from the database or enter
another ID number.

Shortcut to Double-clicking in a number or date field will display the calculator or

calendar or calendar, respectively.
calculator

6-2 Banner General 8.5 December 2011

Banner Getting Started Guide
Tips and Tricks
 Queries

Topic Tip /Trick

Enter/exit query You must always perform an Enter Query function before performing
sequence an Execute Query function. Even if the form is blank when you access
it, you must ensure it is in Enter Query mode.

Re-executing a If you have not selected a record after your query, and wish to execute
query another, you can perform two Enter Query functions in a row, and
Banner will retrieve the last set of query criteria you executed.

Wildcards The character _ represents a single character in your query, while the
character % represents any number of continuous characters.

Logging In/Out

Topic Tip /Trick

Enter login When logging in, you can enter the username and password all on one
information all line.
on one line
For example:
Username: rsmith/yourpassword
instead of
Username: rsmith
Password: yourpassword

Note
If you enter your password in the Username field
along with your name, your password will be
visible.

Enter EXIT to Enter EXIT in the Go To field on the main menu to end your Banner
quit Banner session.

Eliminate extra Clear the Prompt Before Exiting Banner check box on the Display
prompt before Options tab of GUAUPRF to eliminate the extra message that verifies
exiting whether you want to quit prior to ending your Banner session.

December 2011 Banner General 8.5 6-3

Banner Getting Started Guide
Tips and Tricks
 Error Messages

Topic Tip /Trick

GUAERRM If the Banner Error Messages Form (GUAERRM) appears, then the
appears error resulted from an API. This information can be helpful when
trying to resolve the error with your system administrator.

Miscellaneous

Topic Tip /Trick

Names are Names in the Name fields on Banner forms may be formatted
formatted differently across Banner products. This is due to different functional
differently areas at your institution having different needs for displaying and
across Banner working with name data.
products

Quick and easy Go from a Banner form to a pie chart in four mouse clicks. From the
pie chart Help pull-down menu on the main menu, choose the Extract Data No
Key option to create a .csv file that can be opened and formatted using
a spreadsheet program.
Not all forms have a data extract option. Query the Data Extract
Option field on GUAOBJS to determine the forms for which it is
available.

Best You will generally find the best information about new functionality in
information the release guide where it was first introduced, or when available, in a
about new handbook specific to a topic (especially when it involves multiple
functionality product areas).
Ask your IT department for the latest release guides when they are
available.

6-4 Banner General 8.5 December 2011

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Tips and Tricks
 Index

A calendar 4-1
Calendar button 2-28
address, format of 3-27 Cancel function 2-36
alert box 2-3, 2-30 Cancel Query function 3-30
application forms 2-7 century in queries 3-45
Approve button 2-29 changing Banner colors
auto hint 2-26, 4-15 main menu 5-12
changing Banner password
B main menu 5-12
changing your alerts
Banner preferences 5-12
customizing 5-1 check box
entering information 3-11 querying 3-31
exiting 2-36 use of 2-30
help 4-2 checkbox
messaging 4-18 clearing 2-31
naming conventions 1-5 selecting 2-31
Oracle functions used with 2-35 Clear Form function
querying information 3-29 see Rollback function
see Banner code/description lookup 3-12
starting 1-1 column 2-33
Banner Dynamic Help Comments button 2-29
see Dynamic Help Commit function
block see Save function
definition of 2-25 Complete button 2-28
key block 2-25 control forms 2-10
title of 2-25 Copy button 2-29
Block menu 2-17 Count Hits function
blue field names 3-12 see Count Query Hits function
Bookshelf Count Query Hits function 2-36, 3-30
see Banner Documentation Bookshelf customizing Banner
buttons expanded menu 5-1
iconic 2-27 form names in navigation frame 5-10
on toolbars 2-23 main menu 5-11
radio 2-31 My Banner 5-1
response 2-30 Options menu 5-10
toolbar 2-23 title bar 5-10

C D
Calculate button 2-29 Data button 2-28
calculator 4-2

December 2011 Banner General 8.5 I-1

Banner Getting Started Guide
Index
Data Extract expanding a field 4-16
changing default directory for extract files inserting text 4-16
3-51 pasting text 4-17
data format replacing text 4-16, 4-17
addresses 3-27 searching text 4-17
dates 3-28 selecting text 4-16
IDs 3-26 enabled field 2-33
names 3-26 Enter Query function 2-36, 3-30
dates enterable field 2-33
century in queries 3-45 entering information
format of 3-28 format recommendations 3-26
in Job Submission 3-28 from another form 3-17
in queries 3-28, 3-45 ID 3-18
on reports 3-28 in validated fields 3-11
time stamp 3-46 new record 3-25
description lookup 3-12 with a Search button 3-17
Detail button 2-28 Execute Query function 2-36, 3-30
dialog box 2-3, 2-30 Exit function 2-36
Direct Access 1-2, 3-2 Exit Query function 3-30
disabled field 2-33 Exit with Value function 2-37
Disapprove button 2-29 Exit without Value function
Display Navigation Window key 3-10 see Exit function
display only field 2-33 exiting Banner 2-36
Documentation Bookshelf extended query 3-33
accessing a manual 4-13

F
indexes 4-13
searching 4-14
Down function 2-36
Fetch Next Set function 3-30
drill-down search 3-15
fields
Dynamic Help accessing 2-33
accessing in edit mode 4-8 description of 2-33
accessing in query mode 4-8 disabled 2-33
creating 4-10 display only 2-33
description of 4-7 enabled 2-33
Local Dynamic Help 4-7 enterable 2-33
replacing 4-11
File menu 2-15, 3-10
searching 4-11
format
updating 4-10
addresses 3-27
dates 3-28
E IDs 3-26
names 3-26
Edit function 2-36 forms
Edit menu 2-17 application 2-7
editor control 2-10
copying text 4-16 definition of 2-1
cutting text 4-17 elements on 2-27
deleting text 4-17 GJIREVO Saved Output Review Form
description of 4-15 3-46

I-2 Banner General 8.5 December 2011

Banner Getting Started Guide
Index
 GUAHELP Help Form 4-7 I
GUAPMNU My Banner Maintenance
Form 5-1 iconic buttons
GUAUPRF General User Preferences Approve 2-29
Maintenance Form 3-51 Calculate 2-29
GUIALTI SSN/SIN/TFN Alternate ID Calendar 2-28
Search Form 3-22 Comments 2-29
GUTPMNU My Banner Maintenance and Complete 2-28
Copy Form 5-1
Copy 2-29
inquiry 2-12
Data 2-28
main menu 2-5
Detail 2-28
naming conventions 1-5
Disapprove 2-29
parts of 2-14
Generate ID 2-29
query 2-11
In Process 2-28
rule 2-9
Maintenance 2-29
types of 2-4
navigating with 3-8
validation 2-8
No Data 2-28
wizard 2-13
on toolbars 2-24
Search 2-28
G selecting 2-29, 3-8
Summary 2-28
General User Preferences Maintenance within forms 2-27
Form (GUAUPRF) 3-51 ID
Generate ID button 2-29 entering 3-18, 3-19
GJIREVO Saved Output Review Form 3-46 format of 3-26
GUAHELP Help Form 4-7 Oracle Soundex search 3-25
GUAPMNU My Banner Maintenance Form searching for 3-19, 3-24
5-1 selecting 3-21
GUAUPRF General User Preferences ID search forms 3-21, 3-24
Maintenance Form 3-51 ID/name search
GUIALTI SSN/SIN/TFN Alternate ID Search accessing a search form 3-21
Form 3-22 entering IDs 3-19
GUTPMNU My Banner Maintenance and entering names 3-19
Copy Form 5-1 reducing a search 3-21
searching for IDs 3-19
H searching for names 3-20
selecting an ID 3-21
help identification number. See ID
auto hint 2-26, 4-15 In Process button 2-28
Dynamic Help 4-7 inquiry forms 2-12
Help (Item Properties) 4-15 item 2-33
online help 4-3 Item menu 2-18
Show Keys 4-15
Help (Item Properties) 4-15
J
Help Form (GUAHELP) 4-7
Help function 2-37 Job Submission
Help menu 2-20 dates 3-28
horizontal scroll bar 2-2, 2-32 Job Submission forms

December 2011 Banner General 8.5 I-3

Banner Getting Started Guide
Index
 Saved Output Review Form (GJIREVO) Edit menu 2-17
3-46 expanding 3-2
jobs, naming conventions 1-5 File menu 2-15
Help menu 2-20
K Item menu 2-18
menu bar 2-14
Options menu 2-17, 3-5, 5-10
key block 2-25
Query menu 2-19
keyboard usage 1-2, 1-3, 3-8
Record menu 2-18
Keys list 1-3, 2-38, 4-15
Tools menu 2-19
messages 4-18
L mouse usage 1-2, 3-8
My Banner
Last Criteria function 3-30 adding objects 5-2, 5-3
links copying 5-7
main menu links 2-24 deleting objects 5-5, 5-6
List function 2-37 description of 2-6
List of Values lower level menus 5-7
defining 3-11 querying objects 5-4
displaying 3-14 reordering objects 5-6
drill-down search 3-15 My Banner Maintenance and Copy Form
refining a search 3-15 (GUTPMNU) 5-1
selecting Dynamic Help 4-9 My Banner Maintenance Form (GUAPMNU)
use of 2-8, 3-11 5-1
Local Dynamic Help 4-7
LOV. See List of Values N

M name
entering 3-19
main menu format of 3-26
accessing 1-1 searching for 3-20
changing Banner colors 5-12 naming conventions 1-5
changing Banner password 5-12 navigation
customizing 5-11 Direct Access 3-2
description of 2-5 Display Navigation Window key 3-10
format of 2-5 File menu 3-10
left pane 3-1 iconic buttons 3-8
My Banner 2-6 keyboard equivalents 3-8
navigation 3-1 main menu 3-1
right pane 3-1 mouse 3-8
main window, definition of 2-1 Object Search 3-3
Maintenance button 2-29 option window 3-6
menu bar 2-14 Options menu 3-5
menus QuickFlow 3-9
accessing a main menu item 3-2 site map 3-4
accessing a menu bar item 2-15 Tabs 3-4
Block menu 2-17 navigation frame 5-10
customizing 2-6, 5-1 new records 3-25
Next Block function 2-37

I-4 Banner General 8.5 December 2011

Banner Getting Started Guide
Index
 Next Field function 2-37 time stamp 3-46
Next Item function wildcards 3-32
see Next Field function query forms 2-11
Next Primary Key function Query menu 2-19
see Exit with Value function QuickFlow
Next Record function 2-37 navigational tool 3-9
No Data button 2-28
non-person IDs 3-26 R
O radio button 2-31
record
Object Search 3-3 count 2-27
online help 4-4 description of 2-33
Option List 2-28, 3-14 inserting 3-25
option window Record menu 2-18
navigating with 3-6 reports and processes
selecting 3-6 naming conventions 1-5
Options menu 2-17, 3-5, 5-10 printing online output 3-46
Oracle functions used with Banner 2-35 saving online output 3-46
viewing online output 3-46
Oracle Soundex search 3-25
response button 2-30
Oracle wildcards 3-32
Rollback function 2-38
row 2-33
P rule forms 2-9

password 1-1
person IDs 3-26 S
postal code, format of 3-27
sample forms
pound sign 3-27
application form 2-7
preferences
control form 2-10
changing your alerts 5-12
inquiry form 2-12
Previous Block function 2-37
main menu 2-5
Previous Field function 2-37
query form 2-11
Previous Item function rule form 2-9
see Previous Field function validation form 2-8
Previous Record function 2-38 wizard form 2-12
pull-down list 2-34 Save function 2-38
Saved Output Review Form (GJIREVO) 3-46
Q scroll bars
horizontal 2-2, 2-33
queries use of 2-32
century in dates 3-45 vertical 2-32, 2-33
counting hits 3-32 Scroll Down function 2-38
dates 3-28, 3-45 Scroll Up function 2-38
definition of 3-29 Search button 2-28
extended query 3-33 Select function
Oracle functions 3-30 see Exit with Value function
querying information 3-30

December 2011 Banner General 8.5 I-5

Banner Getting Started Guide
Index
Show Keys function 1-3, 2-38, 4-15 V
site map 3-4
Soundex search 3-25 validation forms
SSN/SIN/TFN Alternate ID Search Form use of 2-8, 3-11
(GUIALTI) 3-22 vertical scroll bar 2-32
starting Banner 1-1
status line, contents of 2-26
W
Summary button 2-28
System Functions/Administration forms wildcards 3-32
General User Preferences Maintenance window pane 2-2
Form (GUAUPRF) 3-51
windows
Help Form (GUAHELP) 4-7
alert box 2-3
My Banner Maintenance and Copy Form
definition of 2-1
(GUTPMNU) 5-1
dialog box 2-3
My Banner Maintenance Form
pane 2-2
(GUAPMNU) 5-1
SSN/SIN/TFN Alternate ID Search Form wizard forms 2-13
(GUIALTI) 3-22
Z
T
ZIP code, format of 3-27
tables, naming conventions 1-5
Tabs 3-4
text
copying 4-16
cutting 4-17
deleting 4-17
inserting 4-16
pasting 4-17
replacing 4-16, 4-17
searching 4-17
selecting 4-16
time stamp 3-46
title bar
contents of 2-24
customizing 5-10
toolbar
accessing 2-23
description of 2-23
horizontal 2-24
Tools menu 2-19
types of forms 2-4

U
Up function 2-38
user ID 1-1
username 1-1

I-6 Banner General 8.5 December 2011

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Index
December 2011 Banner General 8.5 I-7
Banner Getting Started Guide
Index
 4 Country View Road
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United States of America
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