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BANNER STUDENTViewing Student InformationDepartment: Student Information ManagementEmail:[email protected]: 646-7383Last Update: March 1, 2010
Banner StudentConfidential Business InformationThis documentation is proprietary information of New Mexico State University (NMSU) and isnot to be copied, reproduced, lent or disposed of, nor used for any purpose other than that forwhich it is specifically provided without the written permission of NMSU.Prepared For: Release 8.xPrepared By:New Mexico State UniversityP.O. Box 30001Las Cruces, New Mexico 88003United States of AmericaIssued: October 2012In preparing and providing this publication, NMSU is not rendering legal, accounting, or othersimilar professional services. NMSU makes no claims that an institution’s use of this publicationor the software for which it is provided will insure compliance with applicable federal or statelaws, rules, or regulations. Each organization should seek legal, accounting and other similarprofessional services from competent providers of the organization’s own choosing. 2010 Regents of New Mexico State University.SunGard or its subsidiaries in the U.S. and other countries is the owner of numerous marks, including“SunGard,” the SunGard logo, “Banner,” “PowerCAMPUS,” “Advance,” “Luminis”, "fsaATLAS,""DegreeWorks," "SEVIS Connection," "SmartCall," “UDC,” and “Unified Digital Campus.” Other namesand marks used in this material are owned by third parties. Use of this material is solely for thesupport of SunGard HE Banner products and NMSU. SunGard 2006. All rights reserved. The unauthorized possession, use, reproduction,distribution, display or disclosure of this material or the information contained herein isprohibited.For more information about this document, contact [email protected]/25/20122 of 128
Viewing Student InformationTable of ContentsIntroducing SunGard Higher Education Banner . 7Getting Started . 9Getting Access to Banner . 9Terminology . 11Semesters to Terms . 12Banner Structure . 12Naming Conventions . 14Logging onto Banner . 14Introducing the Banner Interface . 16Menu Bar . 16Tool Bar . 16Title Bar . 17Auto Hint . 17Status Line . 17My Links. 17Accessing Forms in Banner . 19Navigating Using the Main Menu . 20Navigating Using the Form Name . 21Using Direct Access from the Main Menu . 21Using Direct Access from a Form . 22Searching for a Form . 22Selecting a Recently Accessed Form. 23Using the Menu Bar. 25File Menu . 25Edit Menu . 26Options Menu . 26Block Menu . 27Item Menu. 27Record Menu . 28Query Menu . 28Tools Menu . 29Help Menu . 30Using Shortcuts to Navigate . 31Using the Toolbar . 31Keyboard Equivalents . 31Identifying Blocks . 33Key Block. 34Other Blocks . 34Querying Information . 35Defining Query Functions . 35Using Wildcards in a Search . 36Common Search Forms . 36Common Search Fields . 37Searching for a Person . 373 of 12810/25/2012
Banner StudentViewing General Person Information (SPAIDEN) . 39Searching for a Person . 40Current Identification . 41Alternate Identification . 42Address .43Telephone .44Biographical .45E-mail .45Emergency Contact .46Viewing Student Admissions Application Information (SAAADMS) . 47Viewing Application Summary . 48Viewing Application Curricula . 48Curriculum .49Field of Study .50Viewing General Student Information (SGASTDN) . 51Viewing a General Student Record . 52Viewing Information in General Student Learner Tab . 53Viewing Curricula . 54Terminology .54Viewing Academic Sanctions . 55Viewing Test Score Information (SOATEST). 57Viewing Student Hold Information (SOAHOLD) . 59Understanding Holds . 59Viewing Student Registration (SFAREGQ & SFAREGF) . 61Viewing Course Information (SSASECT) . 63Viewing Meeting Times and Instructor . 66Viewing Linked Courses . 67Viewing Academic History .69Viewing NMSU Academic History. 69Viewing Transfer Institutions and Credit Hours . 70Viewing Institutional and Transfer Credit Hours . 72Viewing Degree Information (SHADEGR) . 75Providing Registration Overrides (SFASRPO). 77Registering Students in Banner (SFAREGS) . 79Registration Errors .82INB Errors (staff).82SSB Errors (students) . 83Changing Students Curriculum (SFAREGS) . 85Changing the Primary Major . 87Adding Additional Programs . 88Adding a Minor, Concentration or Teaching Field . 88Viewing a Class Roster (SFASLST) . 91Printing a Class Roster . 93Using e-Print .9310/25/20124 of 128
Viewing Student InformationUsing INB . 97Printing an Unofficial Transcript . 101Using e-Print . 101Using INB . 104Adding Forms to My Banner . 109Adding Forms from the Object List . 111Adding Forms by the Seven Character Identifier . 111Adding Forms by Query . 112Deleting selected objects from a personal menu . 112Deleting all objects from a personal menu: . 113Commonly Used Student Forms . 113Common Banner Forms. 115Appendix A: Glossary . 119Appendix B: Compatible Browsers . 123Appendix C: Banner Naming Conventions. 125Appendix D: Function Conversions . 1275 of 12810/25/2012
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Viewing Student InformationIntroducing SunGard Higher Education BannerSunGard Higher Education Banner is the Enterprise Resource Planning (ERP) suite thatintegrates all departments and functions across NMSU onto a single computer system that canserve each individual department’s need.Internet Native Banner (INB) is the web version of the Banner suite. NMSU employees will useINB to access vital university administrative information. INB can be accessed through a webbrowser.The suite acts as an interface between users and an Oracle database containing NMSUadministrative data.The NMSU Banner suite is composed of six systems: Student, Financial, General,Advancement, Financial Aid, and Human Resources. The integrated suite uses rules andvalidation tables to ensure the data are entered and accessed correctly. Since the Bannersystems are highly integrated and share a common Oracle database, all users of the systemsee common database information in real time.7 of 12810/25/2012
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Viewing Student InformationGetting StartedIn this section you are given information that you will need before you can start using Banner,including understanding how to access the system and the basics of the system design.Getting Access to BannerAccess to Banner is requested on the Web from the Division of Student Success. The followinginstructions guide you through the process of gaining access to Banner. Once you havecompleted the following steps to request access to Banner, you will receive an e-mail verifyingthat access has been granted and notifying you of your password.Instructions1.Open a browser session.2.Type the URL: http://onestop.nmsu.edu. (alias: onestop)The Pete’s one-stop-shop Web site displays.9 of 12810/25/2012
Banner Student3.Click on Student System/Data Access Request located on the side bar.The New Mexico State University Student System/Data Access Request Form willdisplay in Adobe Reader. (http://sim.nmsu.edu/Petes/SecurityForm.pdf)4.Fill out the New Mexico State University Student System/Data Access RequestForm.5.Print the form.6.Follow the directions as stated at the top of the form.You can call Pete’s one-stop-shop at 575 - 646 - PETE (7383) with anyquestions about the Student System/Data Access Request Form.10/25/201210 of 128
Viewing Student InformationTerminologyUnderstanding the terms provided in this manual help you to understand the explanations andinstructions presented in this manual and to present clear, specific questions that you may haveabout the information provided.This table defines the basic components of the Banner suite.SuiteThe SunGard Higher Education Banner suite is an administrative softwareapplication developed specifically for higher education institutions by SunGard.The software acts as an interface between users and an Oracle databasecontaining New Mexico State University administrative data.SystemThe NMSU Banner suite is composed of six systems: General, Student,Advancement, Financial, Human Resources, and Financial Aid.ModulesEach system is composed of specific modules that “break out” components of thesystem.FormsForms are screens that contain fields.FieldsFields are areas in a form that are used either to display specific data (such as alast name, address, or NMSU ID number), or to insert data.ValidationTablesValidation tables contain Lists of Values (LOVs) that are pre-defined for a specificfield.BlocksBlocks are groups of related fields within a form.For more terms, see Appendix A: Glossary11 of 12810/25/2012
Banner StudentSemesters to TermsTerms in Banner are first defined by the calendar year (2010, 2011). Semesters are defined bya two digit number as follows:10Spring20Summer30Summer II40FallFor example, Spring 2010 the term would be 201010.The ‘30’ term extension was used for and prior to the 2007-08 academic year.The ‘30’ extension has to remain designated as a Summer II term, due toacademic history.Banner StructureBanner is organized as a hierarchy. The Banner hierarchy includes: Suite Systems Modules Forms Fields.This image shows the structure of Banner Suite components including sample systems,modules, forms, and fields.10/25/201212 of 128
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Banner StudentNaming ConventionsAll Banner forms, reports, jobs, and tables have seven character names that follow the structurerules outlined below.Using the Student Person Identification or SOAIDEN form as an example:Name:SPAIDENPosition:1234567Position 1—identifies the product owning the form, report, process or table. In the case of theSPAIDEN form, the first letter S refers to Student.Position 2—identifies the application module owning the form, report, process or table. In thecase of the SPAIDEN form, the second letter P refers to Person.Position 3—identifies the type of form, report, job, or table. In the case of the SPAIDEN form,the third letter A refers to an Application form.Positions 4, 5, 6, and 7—are unique identifiers for the form, report, job, or table. In the caseof the SPAIDEN form, the last four letters IDEN refers to Identification.For more information, see Appendix C: Banner Naming ConventionsLogging onto BannerBanner supports authenticated user access, meaning that the system verifies your credentialsand you are given access to the system based on your assigned security. To use Banner as anauthenticated user, you must successfully log on by providing your credentials: NMSUUsername, and Banner Password.Instructions1.Open a browser session.2.Type the URL: http://inb.nmsu.edu. (alias: INB)The Logon screen displays.You can create a bookmark in your browser for quick access to Banner.10/25/201214 of 128
Viewing Student Information3.Type your NMSU Username and Banner Password.4.Select OK.Your Banner session begins with the following Main Menu.15 of 12810/25/2012
Banner StudentIntroducing the Banner InterfaceOnce you have logged onto Banner you will be presented with the Main Menu. This menu is thestarting point for navigating throughout Banner.Menu BarTool BarTitle BarAuto HintStatus LineMenu BarUsing the menu bar at the top of every form, you can access an option using a drop-down menuat any time, except when you are working with a dialog box, alert box, or List of Values (LOVs).If a menu item is dimmed, the item is unavailable.Tool BarToolbars are sets of buttons that perform common functions.When you move your cursor to a button and pause for a second or two, ayellow rectangle appears with text that describes the function of the button.To use a button function, click the appropriate button. You can click a button any time, exceptwhen you are working within a dialog box, alert box, or List of Values (LOV). A dimmed button isdisabled and cannot be clicked.10/25/201216 of 128
Viewing Student InformationTitle BarThe title bar shows the descriptive form name, the seven-character form name (FOAIDEN), therelease number of the form software, and the name of the database you’re logged into.Auto HintThe auto hint at the bottom of the form can contain the following information for the field wherethe cursor is located: Brief field description Error and processing messages Keyboard equivalents, if you can access other blocks, windows, or forms from the field.Status LineThe status line directly under the auto hint line can contain one or more of the followingmessages:Record: n/nShows the number of the current record followed by the total number ofrecords in the current block. If there are more records than fit in thewindow, the total appears as a question mark (for example, 3/?) untilyou scroll to the last record in the block. Once the last record isdisplayed, the total appears as a number (for example, 3/15).List of ValuesIndicates the field has a List of Values.Enter QueryIndicates the form is in query mode.My LinksThe My Links section of the Main Menu allows you to customize the menu to meet your needs.This section also allows you to change your password. See Appendix E: Changing yourPassword.You can also access outside Web pages. One of the standard links is to the NMSU home page.There are six Personal Links that allow you to choose certain Web pages to access.17 of 12810/25/2012
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Viewing Student InformationAccessing Forms in BannerIn the Banner Suite, the term “forms” can be thought of as “screens.” The five-form types beloware the most common:Main MenuUsed to navigate through Banner.ApplicationformsUsed to enter, update, and query information.ValidationformsUsed to define values. When you look up a code or select the listfunction, these values appear.Query formsUsed to look up existing information. Query forms can only beaccessed from another form.For example, on SFAREGS when you search for a CRN, the form ituses is SFQSECM. SFQSECM cannot be accessed from the MainMenu or Direct Access.Inquiry formsUsed to look up existing information. They can be accessed from theMain Menu, from another form with Direct Access, or with ObjectSearch.Although there are several ways to navigate in Banner, you must navigate to a form to be ableto look up or process information.In this section, you will be introduced ways of navigating in Banner: Using the Main Menu By Form Name Searching for a Form Selecting a Recently Accessed Form19 of 12810/25/2012
Banner StudentNavigating Using the Main MenuThe Main Menu allows you to select forms in Banner. Each system in Banner is represented bya folder, which can be expanded to view nested folders (forms) in that system.You can easily navigate through the system by expanding the nested folders. Once you see theitem you want listed, open it by double-clicking.10/25/201220 of 128
Viewing Student InformationNavigating Using the Form NameYou can navigate to a form by using the seven-letter form name in the Direct Access Go Tofield. Direct Access can be used from either the Main Menu or from a form. Once you areaccustomed to Banner’s interface and the form names, Direct Access is very convenient.Using Direct Access from the Main MenuThe Main Menu has the option of Direct Access from the Go To field.1.In the Go To field, type the seven-character name of the form.2.Press ENTER.The form displays.21 of 12810/25/2012
Banner StudentUsing Direct Access from a FormYou can also use Direct Access while a form is open.1.From the File menu, click Direct Access (F5).2.Type the seven-character name of the form in the Enter a Valid Name field.3.Press ENTER.When you use Direct Access from a form, the current form remains open.When you exit the requested form, job, or Quick Flow, you are returned to theoriginal calling form.Searching for a FormYou can search for a form using Object Search if you know part of the name, description, ortype. If you do not know the exact form name, this is a very useful search tool.There are three ways to access Object Search: On the Main Menu, double-click the Go To field On the Main Menu, select the Search button On the File menu, click Object SearchThe Object Search form displays.next to the Go To field.1.Type your search criteria in the Name, Description or Type fields.2.From the Query menu, click Execute (F8).A list of the forms matching your criteria displays.3.Scroll through the list and double-click the form name.The form displays.10/25/201222 of 128
Viewing Student InformationSelecting a Recently Accessed FormTo reopen a form that you had used in your current Banner session, the File menu lists the last10 recently used forms at the bottom of the drop-down menu. You can reopen any of theseforms by simply selecting the form name you wish to access.The forms that do not appear in this list are the QuickFlow (GUAQFLW),Direct Access (GUAPARM), and Object Search (GUIOBJS) forms.23 of 12810/25/2012
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Viewing Student InformationUsing the Menu BarThe menu bar comprises several option menus. These menus give you the commands you willneed to use while working in Banner. The following menus are available in the Banner menubar: File menu Record menu Edit menu Query menu Options menu Tools menu Block menu Help menu Item menuFile MenuThe File menu contains standard SunGard SCT Banner and Oracle functions. Some of themenu items call other forms. When you exit the called form, you return to the form you werepreviously using.Direct AccessDisplays the Direct Access form (GUAPARM), which is used to access aform by its seven character name.Object SearchDisplays the Object Search form (GUIOBJS), which is used to search fora menu, form, job, or QuickFlow with part of the name, description, ortype.QuickFlowDisplays the QuickFlow form (GUAQFLW), which is used to access aQuickFlow.SelectReturns you to the calling form and enters the selected value into the fieldthat called the form.RollbackOn Application and Inquiry forms:Clears all information (except key information) and returns the cursor tothe first field in the key block.On Validation and Query forms:Returns the cursor to the first field on the form.SaveSaves all changes entered since the last time you saved.RefreshClears the Auto Hint line.PrintPrints the current window with the date and time in the title bar.25 of 12810/25/2012
Banner StudentExitOn forms and windows:Exits you from the form, window, or Banner if you are located at the MainMenu.On Main Menu:Exits you from Banner.In Query mode:Cancels the query and takes the form out of query mode.Exit QuickFlowExits you from a QuickFlow.PreferencesDisplays the Personal Preferences Maintenance form (GUAUPRF),which is used to customize your view of Banner.AccessedformsList the recently accessed forms in the current logged on session andallows you to quickly re-access forms that were previously viewed in yourcurrent session (up to ten).Edit MenuThis pull-down menu contains the functions used to edit text items.CutCuts selected text and places it on the clipboard.CopyCopies selected text to the clipboard.PastePastes text from the clipboard to the spot where the cursor is located.EditDisplays the Editor window, used to enter or update text. You candisplay this window from most fields. It is particularly useful in long datafields.Options MenuThis pull-down menu contains navigation options. Navigation options vary from form to form anddepend on where the cursor is currently located. Some options take you to other blocks withinthe current form. Other options take you outside the current form to related forms.10/25/201226 of 128
Viewing Student InformationBlock MenuThis pull-down menu contains the functions used to navigate among the blocks of informationon a form.PreviousMoves the curso
The SunGard Higher Education Banner suite is an administrative software application developed specifically for higher education institutions by SunGard. The software acts as an interf
