Banner Basics
Definition
Banner is a comprehensive application suite that consists of web-based software applications for student information, advancement, human resources, financial aid, financial management, and more.
Data is shared through the various product modules using interface ability to accomplish necessary tasks.
An Administrative Solution, integrating applications and technologies is the core of Banner.
Product Modules
Student - combines administrative and academia functions
Advancement - manage donor information
Finance - central integrated location for St. John Fisher University financial data and reporting
Human Resources - administrative and self-service solution to manage personnel information
Financial Aid - enables St. John Fisher University to process aid and administer aid sources
General - provides management tools and utility programs that are used by the other modules
Document Imaging – capture, manage, and access documents across the entire campus
Banner Process/Security Procedures
To access forms and requirements for using the Banner System:
From my.SJFC.org, click on the Office of Information Technology Link, navigate to Banner Services.
To request access to the Banner System, download and complete the Banner Access Request Form.
Banner functions are only given to people who need access to Banner. It requires their manager’s and VP’s signatures/approval.
Complete the Confidentiality Agreement. All college employees who have access to personal, financial or other private and confidential information are asked to sign the Confidentiality Agreement.
OIT will never ask for your username and password!
Banner Password – Do not write it down on paper!
Log into my.sjfc.edu: Click on Banner 9; going through my.sjfc.edu authenticates you as a user.
Banner-Login
From: https://my.sjf.edu, click on Banner icon within the launch pad.
Banner PPRD 🡪 test environment
Banner PROD🡪 production – where you work daily
Best-case Usage Tips: Browsers: Chrome and Firefox work best with Banner. First time: allow popups from the Banner site.
Chrome:
Go to the page where pop-ups are blocked.
Within the address bar, click on the Pop-up blocked icon.
Click on the link for the pop-up you want to see.
Select, Always allow pop-ups from this site and click on Done.
Firefox:
Click on the Hamburger menu button and select Options.
Select Privacy & Security, within the Permissions section, if Block pop-up windows is checked, click on the Exceptions button.
Enter (copy & paste) Banner website address, click on Allow and Save Changes.
Naming Conventions for Banner Objects
Each position in the form name has a specific purpose.
System identifier (one or two characters)
Module identifier (one character)
Object type code (one character)
Unique identifier (four characters).
Landing Page - The Landing Page contains several parts
The Application Navigation Toolbar:
Menu Icon - top left corner, opens Banner menu. Displays all of the modules in Banner and My Banner.
Search Icon – enter name or Banner acronym
Banner User Name – bottom left corner, username of person logged into Banner
Sign Out – closing the browser window does not log you out of Banner. It is important to sign out to close the application and exit the browser. This will completely close your session.
Help Icon – displays information about the page you are currently viewing
Search Box – enter name or Banner acronym
Keyboard Shortcuts:
CTRL + M = Display Menu
CTRL + SHIFT + Y = Search
CTRL + SHIFT + F = Sign Out
CTRL + SHIFT + L = Help
My Banner
List of pages that you customize for quick access. Add pages that you use daily and update as needed.
Use GUAPMNU – Personal Menu Maintenance, to create, change and copy My Banner.
From the GUAPMNU page, double click the object and click on Insert Selection to add to your personal menu.
Click on Save, bottom right of page.
Click on Exit.
Additions to My Banner will appear after you log off
and log back in.F7 – Search or Open Filter Query
F8 – Execute a query
Page Header - Features within pages: (from left to right within the red outlined area)
Close Page icon: X
Page title: System Indicator Validation (GTVSYSI)
Add and Retrieve: used with Document Imaging
Related Menu: displays a list of pages that are associated to the page.
Tools Menu: refresh, export, clear record, etc…
Additional Items: (yellow outlined area)
Insert: insert record (F6)
Delete: delete record (Shift + F6)
Copy: copy record (F4)
Filter: add another field (F7)
Pages
The first block on most pages contains key information. The Key Block determines what is entered or displayed on the rest of the page. Other sections of the page contain additional details for the key information. Each section contains related information. Some pages have tabs. Tabs arrange information in a way that allows you to navigate easily between groups of information.
Notification Center is located at the top of the page under the breadcrumb trail. It can display:
Key block, page, and field errors
Successful save of data
Auto help information
Record specific messages
Keyboard Shortcuts:
Direct Access/Go to – Alt +G Previous Block/Section – Page UP
Go - Shift + F3 Next Field – Tab
Start Over - Shift + F2 Next Record – Down Arrow
Copy Term - Alt + C Previous Field – Shift + Tab
End Term - Alt + X Previous Record – Up Arrow
Copy record/section - Shift + F6 Clear Filed - Backspace
Insert Record - Shift + F4 Exit - Ctrl + Q
Delete Record - Shift + F5 Help - Alt + F1
Save - Shift + F10 Item Properties - Alt + I
Lookup - F9 Tools - Alt + L
Filter - Shift + F7 Browse menu - Alt + M
Go (on Filter) - Shift + F8 Home - Shift + Home (return to Main page)
Next Block/Section – Page Down
Print/Save/View Reports- Chrome
View:
Click on Related > Review Output
Output is displayed– from bottom of page, increase the number of lines displayed.
Save or Print:
Click on Tools, select Show Document (Save & Print File)
Click Yes to continue to open in browser
Right click & Print.
From More Settings - You may need to change the layout to landscape before printing or increase margins or scale.
Save as Excel File:
Right click & Save As a Text file
Launch Excel, open the text file, choose either Delimited or Fixed Width, change and click on Next.
Adjust columns if necessary and click on Finish
Before exiting Excel, save file as an Excel file.
Save as a Text File:
To ensure proper formatting, copy & paste data into Notepad
CTRL + A – selects all data
CTRL + C – copy
Launch Notepad
CTRL + V – paste data
Save file as a text document, (you may need to add .txt to the file name)
Print/Save/View Reports- Firefox
View:
Click on Related – Review Output
Output is displayed– from bottom of page, increase the number of lines displayed.
Save or Print
Click on Tools – Show Document (Save & Print File)
Click Yes to continue to open in browser
Press CTRL & P.
From Properties - You may need to change the layout to landscape before printing or change scaling
Save as an Excel File:
Right click & Save As a Text file
Launch Excel, open the text file, choose either Delimited or Fixed Width, change and click on Next.
Adjust columns if necessary and click on Finish.
Before exiting Excel, save file as an Excel file.
Save as a Text File:
To ensure proper formatting, copy & paste data into Notepad
CTRL + A – selects all data
CTRL + C – copy
Launch Notepad
CTRL + V – paste data
Save file as a text document
Clear Cache - Chrome
To remove temporary internet files and website files can result in performance improvements.
Launch Chrome, the top right, click More (three dots).
Click on More tools and select Clear browsing data.
From the Clear browsing data dialog box…
Choose a Time range.
To delete everything, select All time.
Three choices…
Browsing history, Cookies and other site data, and Cached images and files, check the boxes.
Click Clear data.
How to Run a Job
*Example: GPZTRNG (only for training)
Click on Go
Printer = Database
Special Print = leave blank
Within the Parameter Values
Values = Enter @ number
