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Banner 8.0

Banner 8.0. General Student. Introductions. Name Organization Title/function Job responsibilities Banner experience Expectations. Course Goals. The goal of this course is to provide you with the knowledge and practice to create and modify student records. Agenda. Overview Set Up

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Banner 8.0

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  1. Banner 8.0 General Student

  2. Introductions • Name • Organization • Title/function • Job responsibilities • Banner experience • Expectations

  3. Course Goals The goal of this course is to provide you with the knowledge and practice to create and modify student records

  4. Agenda • Overview • Set Up • Day-to-Day • Question and Answer

  5. Overview

  6. Overview • An active General Student record is required before a student is able to be assessed tuition and fees or register for classes. • Banner will review the student characteristics during registration to ensure that the student is eligible to register and to ensure that the student register’s into the correct courses

  7. Process Introduction

  8. Terminology • Combined Academic Standing • Cohort • Communication Plan • Student Right to Know Act

  9. Set Up

  10. Set Up Objectives At the end of this section, you will be able to create the rules and set parameters used to process student data

  11. Validation and Rules Forms • Student Activity Code Validation (STVACTC) • Advisor Type Code Validation (STVADVR) • Student CARE AFDC Duration Validation (STVAFDC) • Academic Standing Code Validation (STVASTD) • Attribute Validation (STVATTR) • Student Attribute Code Validation (STVATTS) • Block Code Validation (STVBLCK) Continued on the next page

  12. Validation and Rules Forms, continued • Campus Code Validation (STVCAMP) • Combined Academic Standing Code Validation (STVCAST) • Cohort Code Validation (STVCHRT) • Class Code Validation (STVCLAS) • Comment Type Code Validation (STVCMTT) • Communication Plan Code Validation (STVCPLN) • Cohort Reason Code Validation (STVCREA)

  13. Validation and Rules Forms, continued • Contact Type Code Validation (STVCTYP) • Student CARE Number of Dependents Validation (STVDEPS) • Disability Type Code Validation (STVDISA) • Degree Level Code Validation (STVDLEV) • Employer Code Validation (STVEMPL) • Eligibility Validation (STVELIG) • Education Opportunity Prog/Serv Status Validation (STVEOPS)

  14. Validation and Rules Forms, continued • Eligibility Factor Validation (STVESEL) • Level Code Validation (STVLEVL) • Student CARE Marital Status Validation (STVMARS) • Medical Code Validation (STVMEDI) • Originator Code Validation (STVORIG) • Progress Evaluation Code Validation (STVPREV) • Appointment Result Code Validation (STVRSLT) • Services Provided Validation (STVSEPR)

  15. Validation and Rules Forms, continued • State F/A Eligibility Validation (STVSFAE) • Service Provider Validation (STVSPRV) • Disability Service Code Validation (STVSPSR) • Sport Status Code Validation (STVSPST) • Service Code Validation (STVSSER) • Service Result Validation (STVSSRS) • Services Status Validation (STVSSST)

  16. Validation and Rules Forms, continued • Student Status Code Validation (STVSTST) • Student Type Code Validation (STVSTYP) • Student Element One (through Ten) Validation (STVSUDA – J) • Acceptance Reason Validation (STVTRAC) • Veteran Type Code Validation (STVVETC) • Student EOPS/CARE Withdrawal Reason Validation (STVWTHD)

  17. Student Classification Rules (SGACLSR) • Use this form to establish the academic classification rules based on the range of hours entered and user-defined student attributes

  18. Set Up Review • What is a Communication Plan? • What is a Student’s Right to Know? • Name at least two student type codes that should be created on the Student Type Code Validation Form (STVSTYP) for IPEDS reporting.

  19. Day-to-Day Operations

  20. Day-to-Day Objectives At the end of this section, you will be able to • create a general student record • use the Quick Entry form • change a major and add a minor • process a leave of absence request • enter veteran information • add or change advisor information • enter additional student information • enter cooperative education information

  21. Objectives, Continued • view a student’s information • enter guardian information • maintain sports records • maintain and monitor Student Right to Know reporting • enter disability information • enter EOPS information • maintain required information • perform purge processes • use General Student mass entry processes

  22. Day-to-Day Process

  23. Creating a General Student Record • Admissions Decision Form (SAADCRV) • Used to enter decisions for an admissions application

  24. Creating a General Student Record Using the Quick Entry Form • Quick Entry Form (SAAQUIK) • Used to provide a way to enter and register persons on the system with minimal effort

  25. Changing a Major and Adding a Minor • General Student Form (SGASTDN) • Used to maintain current and historical information about a student

  26. Changing a Major and Adding a Minor • General Student Form (SGASTDN) • Used to maintain current and historical information about a student

  27. Changing a Major and Adding a Minor • General Student Form (SGASTDN) • Used to maintain current and historical information about a student

  28. Processing a Leave of Absence Request • General Student Form (SGASTDN) • The Miscellaneous Student Information window is used to enter miscellaneous information for the student, such as practical training and leave information

  29. Entering Veteran Information • General Student Form (SGASTDN) • The Veteran window is used to maintain veteran information

  30. Adding or Changing Advisor Information • Multiple Advisors Form (SGAADVR) • Allows a student to be associated with an unlimited number of advisors for an effective term range

  31. Entering Additional Student Information • Additional Student Information Form (SGASADD) • Maintains cohort codes, as well as attributes, which are assigned to the student by effective term

  32. Entering Cooperative Education Information • Cooperative Education Form (SGACOOP) • Used to maintain data pertaining to the student’s cooperative education positions

  33. Creating Communication Plan Information • Communication Rules Form (SOACOMM) • Used to define the different types of Communication Plans as applied to campus, level, college, and degree, and to define the rules for the automatic assignment of communication plans to people and the processing of the communication plan

  34. Creating Communication Plan Information, continued

  35. Viewing a Student’s Information • General Student Summary Form (SGASTDQ) • Stand-alone query form that displays all general student records on file for a student based on the term

  36. Entering Guardian Information • General Person Identification Form (SPAIDEN) • First enter the guardian on the General Person Identification Form (SPAIDEN) • Then assign the guardian to a student using the Guardian Information Form (SOAFOLK)

  37. Entering Guardian Information, continued

  38. Maintaining Sports Records • Student Sport Form (SGASPRT) • Allows assignment of sport codes by term to a student • Allows institutions to track students by sport code, status code, eligibility code, and term

  39. Maintaining and Monitoring Right to Know Reporting • Student Right To Know Report (SGRKNOW) • Used to produce data that will assist your institution in calculating graduation and completion rates by cohort and optionally by sport codes

  40. Entering Disability Information • Student Disability Services Form (SGADISA) • Capture information about disabilities, as well as services provided for those disabilities, for a student on a term-by-term basis

  41. Entering EOPS Information • Education Opportunity Programs and Services Form (SGAEOPS) • Record and monitor the EOPS information for a student based on an effective term

  42. Maintaining Required Information • Institutional Reporting Requirements Form (SGAUSDF) • Maintain information about students which is specifically required by the institution on a term-by-term basis • Allows an institution to determine which additional data must be maintained regarding the student

  43. Performing Purge Processes • General Student Purge Process (SGPSTDN) • Purges the general student information for a student who never registered based on the user-specified effective term and activity date

  44. Performing Purge Processes, continued • Hold Purge Process (SGPHOLD) • Purges all expired holds based on the user specified parameters of expiration date, activity date, and hold type

  45. General Student Mass Entry • This function is a new design in Banner 8.0. It allows you to update General Student records in a group, either immediately or in a batch process. • The General Student Mass Entry form, SGAMSTU, consists of three tabs: • Search • Update • Results

  46. General Student Mass Entry, continued • The General Student Mass Entry form, SGAMSTU, consists of three tabs: • Search • Update • Results

  47. General Student Mass Entry, continued • The General Student Mass Entry form, SGAMSTU, consists of three tabs: • Search • Update • Results

  48. General Student Mass Entry, continued • The General Student Mass Entry form, SGAMSTU, consists of three tabs: • Search • Update • Results

  49. General Student Mass Entry, continued • General Student Mass Entry (SGAMSTU) • Mass Entry Audit (SOAMAUD) • Mass Entry Batch Update (SORMEBP) • Mass Entry Purge Audit (SOPMAUD)

  50. General Student Mass Entry, continued • Mass Entry Audit (SOAMAUD)

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