SCT Banner Navigation & Overview

1. SCT Banner Navigation & Overview Presented by: Information Technology

2. Why am I here?—I’m too busy! Failure to attend proper training is not an option. • Properly trained users reduce their time to perform specific procedures by as much as 80%. • Without training, you will interrupt others from their work for one-on-one training and support, causing inefficiency for you and others.

3. Agenda • Administrative System Project • Security/Privacy • Training Documentation • Definitions • Data Standards • Duplicate Records • Help/Support • Navigation

4. Implementation • Southeast Implementation Schedule • Advancement: January 11, 2005 • Admissions: May 17, 2005 • Finance: June 28, 2005 • Human Resources: January 3, 2006 • Portal: Fall, 2004 • Financial Aid: February 22, 2006 • Student: January 10, 2006, (First Step: Feb. 24)

5. Training Plan • Navigation & Overview • Each module will provide subject specific training • Register On-line

6. Administrative System • Improved Operations • Integrated & Relational Database • Must abide by Policies & Standards • Multiple databases Sungard SCT Banner

7. Security Begins with granted Access

8. Security • Types of Access • Query • Modify • Your Responsibility!! • Protect your Password • Unattended PCs are a liability • Misuse/Inappropriate use

9. Privacy • Confidential Information • Inappropriate uses may be considered employee misconduct and may be subject to disciplinary action

10. Training Documents • Centralized Web Site • http://www6.semo.edu/infotech/sct/enduser • Contents • Manuals • Training Tip Sheets or Documentation • Definitions

11. Definitions • Object: can be a form, job, menu, or Quickflow. • PIDM: the Person Identification Master may represent a student, vendor, alumnus, or other entity. All tables that contain person or entity data must store the PIDM. • Southeast ID

12. Definitions Cont’d • Key Block: appears at the top of each Banner form and used as the query criteria required to access data. • Block: a section of a form containing related pieces of information—usually a single table. Blocks are usually separated by a solid line.

13. Definitions Cont’d • Field: a data element within a block. For example, an address block may contain the city and state fields. • LOV: List of Values. A list of possible field values which are displayed by pressing the Values (LOV) button next to the field.

14. Definitions Cont’d • Query: a question in Banner that looks at the data in the Banner database for an answer. • Wildcard: a character that is substituted for unknown character(s) in a Banner query. A percent sign (%) stands for any number of unknown characters.

15. Banner Forms • Form: a screen used to query, enter, and/or update information. • Each Banner form has a 7-character name.

16. EX: SPAPERS: General Person Form TFAISTL: InstallmtPlan Form

17. Data Standards • Data Standards Manual • Purpose • Document campus policies, standards, and guidelines • Ensure common practices regardless of module. • Content • General Person & Non-Person Information • Brief Referral Sheet

18. Duplicate Records • Problems • Multiple W2s • Multiple student bills • Incorrect 1099s • Inaccurate info provided to inquiries • Difficult and time consuming • What to do if found • How to avoid

19. Data Standards • Ownership of data=Responsibility • Before creating a person ID in Banner, a thorough name and ID search must be performed to ensure the person does not already exist in Banner and prevent the creation of a “duplicate PIDM” or Southeast ID.

20. Verifying Duplicates • Possible Father/Son with same name/address • Possibly same name with no relation • Check: • Birthdates • SSN • Age • Addresses • Phone numbers

21. Help & Support Bookshelf Web: FAQs & Google Search • Resources Other Admin. Staff Module Support Staff http://www6.semo.edu/infotech/sct/enduser

22. Year to associate with semester: Remember: Fall BEGINS the Academic year For all semesters, use the year in which the Academic year ENDS New coding for semesters: Fall = 10 Spring = 20 Summer = 30 Miscellaneous Example: This Fall semester begins Academic Year 05-06 Code for this fall, if in Banner, would be 2006 (year) 10 (semester) or 200610 for Fall; 200620 for Spring; and 200630 for Summer

23. Possible Viewing Problems • Pop-up Blockers • IE, Google, Yahoo, AOL, etc. tool bars • Prevents some Banner windows from opening • IE: Tools/Pop up Blocker/Pop up Blocker Settings. Choose Off or change settings • Choose the correct display With others, you may need to exit the program to make necessary changes. • Acrobat Reader • required

24. Possible Problems • Netscape is not Banner friendly. • One-time installation of J Initiator required. • Can not use Banner from home unless through Self-Service. • Do not use the following symbols: # or &

25. Banner Navigation • Once security access has been provided on the Production database, login using your Southeast Key & password

26. Navigation Training • Open Internet Explorer • Use link from Information Technology web page or enter the following web address: http://sctbanas.semo.edu:9090