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Tips for using Banner

Banner Training

And other Tricks


Keystroke Equivalents

Keyboard Maps

Some key Banner terms

Wildcards

Validation Fields/LOVs

Form Naming Conventions

Form Access

Query (Enter and Execute)

Term Codes

Dynamic Help Query

Cut and Paste

Can't recall a form's 7-letter codename?

Essential Banner forms for advising

Shift-TAB

Program Codes

Finding a form if you only know part of its name

Changing your Banner password


Keystroke Equivalents

Your speed and comfort levels with using Banner will improve greatly if you begin to use keystrokes to perform certain common functions in Banner (such as Save, Next Block, Insert Record, Enter Query, etc) without relying on the mouse.

Here is a chart with common Banner functions and their keystroke equivalents:

FUNCTION
KEYSTROKES
Next Field
Tab or Enter
Prior Field
Shift+Tab
Clear Field
Ctrl+u
Next Block
Ctrl+PgDN
Previous Block
Ctrl+PgUP
Previous Menu
Ctrl+Enter
EXIT
Ctrl+q
Cancel
Esc
Scroll Up
PgUp
Scroll Down
PgDn
SAVE
F10
Select
Shift+F3
Rollback
Shift+F7
Print
Shift+F8
Enter Query
F7
Execute Query
F8
Show Keys
Ctrl+F1
List Values
F9

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Keyboard Maps

The following files are keyboard mapping strips that you can print and adhere to the top part of your keyboard. These maps will show you many of the more common keystroke equivalents to common Banner functions.

Keyboard Map in Excel format. You can print 6 color mapping strips from this file.

key map strip

Here's a simpler version of the Keyboard Map in MS Word format.

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Some Key Banner Terms

ALERT BOX – An alert box is a window that notifies you of a condition that may impact data. You must acknowledge an alert box before you can do anything else in the form.

AUTO HINT and STATUS LINE – This text feature is located at the bottom of each window in a form (go to SPAIDEN to see an example). It briefly describes the field where the cursor is located. It may include the purpose of the field or what you can do next. Note that error and processing messages appear here. The Status Line is directly under Auto Hint.

Banner Production (PROD) and Pre-Production (PPRD) - Banner PROD is the central (i.e. "live") UTSA database. It is in the PROD version of Banner that you should perform all of your official UTSA Student Information System functions. The PPRD database is a copy of the data in PROD and is to be used for testing/practice purposes ONLY. You should ignore any icons pointing to the Development DEVL version of Banner.

BANNER CLIENT - used by OIT to refer to the desktop/PC access employees have to Banner.

BLOCK - an information area on a form separated by a solid line.

CALLING FORM - form from which you accessed another form.

DIALOG BOX – A dialog box is a window that appears when Banner requires you to choose from two or more options. You must acknowledge a dialog box before you can do anything else in the form.

FORM - Banner displays information and allows you to work with it using the "forms" concept. You can think of a form as a piece of paper that you can write on and read from. Sometimes you will hear the word "screen" used instead of form. The terms are often interchangeable.

FIELD (a.k.a. "Item") – Area in a form where you can enter, query, change, and display specific information. Some fields are usually enabled but may be disabled occasionally. Text fields may appear to be a few characters larger than they really are.

GUI – Graphical User Interface. Graphical representation of buttons, title bars, scroll bars, and checkboxes. This interface can use the mouse or its keyboard equivalent.

NEXT & PREVIOUS BLOCK - moves you to the various "blocks" (areas/parts) of a form within the same record. Use ROLLBACK to see another record (i.e. to return to the field to enter a new ID).

ROLLBACK - from an application or inquiry form, clears all information and returns you to the key block area. Rollback is a standard button and appears on forms. From validation forms, rollback will return you to the first enterable field on the calling form.

SAVE - stores your changes in the database. This function can also appear as "commit" and "accept". F10 = Save.

SELECT - choose an element of data by highlighting it (in yellow) or clicking it with mouse.

WINDOW – A window is a framed, rectangular area within a form (screen). The first window in a form is the main window. Any other windows on the form are called additional windows. Multiple windows can be open at the same time. Not all windows are the same size.

WINDOW PANE – A window pane is an area that has more fields than can appear in the window at one time. A horizontal/vertical scroll bar always appears under a widow pane. Use the scroll bar to see the additional columns of information.

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Wildcards

When performing a search in Banner use wildcards whenever possible. In Banner a wildcard is the percent sign: %.

Examples:

Names

Mende% will yield Mendes, Mendez, Mendez-Klein...

De%La%Rosa will yield De La Rosa, Dela Rosa, Delarosa...

Courses

E% 2% will yield ENG 2013, EGR 2103, etc., any course where E is the first letter of the subject and 2 is the first number of the course.

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Validation Fields (LOVs)

Here and there you may notice that some Banner fields are defined/labled by text in Blue. If you see such a field that means you can see a list of the values (LOVs) that are valid for that field. Pressing F9 when your cursor is on the field will give you the list.

Example:

Place your cursor in any term field. Press F9 and you will see a list of our term codes. You can then select the appropriate code to go in the field by double clicking on the appropriate code.

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Form Naming Conventions

All forms, reports, jobs and tables have a seven-letter name.

  • Position 1 - Identifies the system owning the form, report, process, or table.
  • Position 2 - Identifies the application module owning the form, report, process, or table.
  • Position 3 - Identifies the type of form, report, process, or table.
  • Position 4 thru 7 – Identifies a unique, four-character name for the form, report, process, or table.

Examples:

SPAIDEN
S = Student
P = General Person
A = Application
IDEN = Identification

SHRROLL
S = Student
H = Grades and Academic History
R = Report
ROLL = Grade Roll

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Form Access

There are several ways in Banner to go to a form (screen).

1. Direct Access - the field on the Main Menu where you can type in the form's 7-letter form codename and access the it.

TIP: The Direct Access field can also be made to appear when you are already in a form. Use the FILE pull-down menu on the upper left and select the option for Direct Access. The field will appear and you can move to a new form by typing in the name.

2. Last Ten Forms - When you are on any Banner form note that you can pull down the FILE menu on the upper left and see a listing of the last ten forms you have visited. Click on the form to go to it. This list deletes upon end of session.

3. My Banner - On the Main Menu note that you have a folder labled My Banner. Click on it to open it. Into this folder you can add and display the forms you use the most so that you can access them directly. Use the Banner form GUAPMNU to add or remove forms from this folder.

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Query (Enter and Execute)

Banner offers you a very effective way to search for information. This functionality is called QUERY. There are 2 steps to conducting a query in Banner: Enter and Execute.

TIP: Each query function has its own button on the top icon bar as well as its own function key: F7 = enter query, F8 = execute query.

Here is an example of conducting a query.
  1. Access the Banner form SHACRSE.
  2. Enter a student's ID (preferably a student you know has a lot of UTSA courses).
  3. Leave the term field blank and perform a Next-Block into the form.
  4. You should now see your student's UTSA courses displayed.
  5. Now, let us say, you wanted to see a listing of only the student's ENG courses. Press the F7 (Enter Query) key. The screen should go blank. You are now in query mode. Banner is now waiting for you to enter what you would like to search for.
  6. Tab your cursor over to the Subject field and type in ENG. You are looking for this student's ENG courses only.
  7. Press F8 (Execute Query). You should now see only the student's ENG courses displayed.

Practice these steps by searching for other parameters. Search for courses by Course Number and Subject or Term.

TIP: Many Banner forms that display information are queryable. Try conducting a query when looking at forms like SFASTCA, SOAIDEN, SSASECQ, and the forms in CAPP that display Courses Used in a degree compliance.

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Term Codes

Term codes for a given academic year follow the Fall/Spring/Summer sequence. The year of the Spring Term determines the code for the preceding Fall.

For example:
Spring 2012 = 201220, therefore, Fall 2011 = 201210
Spring 2013 = 201320, therefore, Fall 2012 = 201310

xxxx10 = Fall
xxxx20 = Spring
xxxx30 = Summer

Catalog Terms

The academic catalog a student is following for degree requirements is determined by term of admission to UTSA or when the student attended a Community College in Texas. In special circumstances a student can apply to change catalogs and will be allowed to do so only if certain criteria are met.

In Banner, Catalog is not expressed by year (1999-2000 or 2004-2006). Banner stores a student's catalog by the term within the catalog's effective range.

For example:
Terms 200510 thru 200630 = 0406 catalog
Terms 200710 thru 200830 = 0608 catalog
Terms 200910 thru 201030 = 0810 catalog
Terms 201110 thru 201230 = 1012 catalog
Terms 201310 thru 201430 = 1214 catalog
Terms 201510 thru 201630 = 1416 catalog

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Dynamic Help Query

Banner offers you a way to get help on forms through the Dynamic Help Query function. This function allows you to read through some help text depending on the Form or Field you are working in within Banner.

For example:

  1. Access the Banner form SFASTCA (although you can use this technique on any form).
  2. Enter a Term and student ID.
  3. Perform a Next Block.
  4. Place your cursor in to the field labeled "Error Flag" (on the right side of the screen) by clicking in it with your mouse.
  5. Pull down the top menu item labeled "Help" and click on the option that says "Dynamic Help Query".
  6. In the dialog box that appears click on the button next to "SCT Banner" in the lower left.
  7. Click on the "Display" Button. You should now see some help text that defines the field your where you cursor is. The text tells you about the Error Flag field and describes codes that may appear there and what they mean.

Try this Help function on any of the fields/forms you regularly use. Remember the steps: put your cursor in the field, pull down the Help menu from the top, select "Dynamic Help Query" then "SCT Banner" and then "Display."

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Cut and Paste

As with any other Windows Application you can use the Copy Ctrl+c) and Paste (Ctrl+v) features in Banner. If you find you are having to enter the same text/data in various fields, highlight the data and copy/paste it as needed.

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Can't Recall a Form's 7-Letter Codename?

As there are so many Banner form codenames to remember (SFASTCA, SHATERM, SMICRLT, etc.) it is possible that you will forget one now and then. If so Banner offers you a way to search for form names.

  1. Double click in the Direct Access Field on the Banner Main Menu (i.e. the first screen after log-on).
  2. A search sub-window called GUIOBJS should appear. This is a Query Form. Let's say you were working with various Registration forms yesterday and can't remember where you found a piece of information you need now.
  3. In the field labeled "Description" type in the following: %Registration%. In the Type field select "Form" from the list of options in the pull-down menu.
  4. Press F8.
  5. You should now see a listing of all the Banner forms with the word "Registration" in their title. Scan these and look for the form you need.

TIP: This will work if you only remember part of a form's codename. On GUIOBJS you can search the name field for parts of a name. Try searching for SFAR%, SHA%, SMI%, etc.

TIP: Once you found the form you are looking for (and it is highlighted in yellow... use the up/down arrows) you can jump to that form by clicking Start in the lower left of the GUIOBJS from.

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Essential Banner Forms for Advising

The following is a listing of the major Banner forms used for advising transactions. As a general rule you should be familiar with ALL of these forms. Visit each form regularly so that you remain in practice with each. If there are some forms listed that you are unfamiliar with, then consider attending Banner Training for Advisors or contact Charlie Mallard (x6524).

Tip: Note that each of these forms have Options (on the left) that lead to other forms. Explore those options also.

General Person & General Student:
SPAIDEN Identification Form SOADDRQ Address Summary Form
SPATELE Telephone Form SPAPERS General Person Form
SPACMNT Person Comment Form SOAHOLD Hold Information Form
GOAEMAL E-mail Address Form SGASTDN General Student Form
SGASTDQ Summary Form SOAFOLK Guardian Information Form
SGASADD Additional Student Info SAAADMS Admissions Application Form
GUASYST System Identification Form SOAIDNS Person Search Detail Form
SOAIDEN Person Search Form SOAPCOL Prior College Form
SHADEGR Degree Information SOISBGI Source/Background Institution Query-Only Form
SPACMNT Person Comment Form SZATASP TSI Student Status Form
SOATEST Test Score Information Form SOAHSCH High School Information Form
SOAFOLK Guardian Information Form SOAPCOQ Prior College Summary Form
SAADCRV Admissions Decision Form SAASUMI Admissions Application Summary Form
SHASTAT Academic Standing Query Form GOAINTL International Information

Academic History

SHATERM Term Sequence Course History Form SHASUBJ Subject Sequence History Form
SHATRNS Transfer Course Form Information SHACRSE Course Summary Form
SHADEGR Degree and Other Formal Awards Form SHADGMQ Degree Summary Form
SHATATR Transfer Course Articulation Form

 

CAPP/Degree Audit
SMARQCM SMICRLT
SMACACT SMASLIB
SMIPOUT SMIGOUT
SMISLIB SMASGRP
SMASADJ SMASPRG

Registration
SFAREGS SFAREGQ
SOAHOLD SFASTCA
SFASLST SFASRPO

Some other forms
GUAPMNU GUAPSWD

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Shift-TAB

Moving your cursor around in Banner between fields is easier when you use your TAB key. Pressing TAB moves your cursor to the next field. Use Shift-TAB to tab backwards.

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Program Codes

Some forms in Banner (like SMARQCM) will ask you to enter a Program Code. If you are not sure what the exact Banner code is for a Program you can look it up on SMIPROG:

  1. Access SMIPROG.
  2. The form opens with a list of all Program Codes. The form tells you the Program's code, description (title), student/course level, effective term (when the program became active), and a checkbox as Active indicator.
  3. Use your scroll bar (or pg up/dn) to scroll through the list and find the code you need.

Tip: The form is Queryable so you can look for programs arranged by Degree (BA%, MA%, BBA%, etc) or by effective term.

Tip: Note when the program became effective. This will indicate in which catalog the program became valid. Banner will not let you change a student to a Program not valid/effective for their catalog.

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Finding a Form if Yyou Only Know Part of its Name

Let us say that you are looking for a Banner form, but only know that it started with "SHA" and had something to do with Academic History. You can search for the form from the Main Menu.

  1. Go to the Main Menu and, in the Direct Access Field, type SHA% and press enter.
  2. A pop-up window appears showing you a list of all the Banner forms Beginning with SHA. Search among the list and find the form you are looking for. Use your arrow keys (or pointer) to highlight it and press OK.

You can also search for a form if you only know part of its title/description:

  1. Go to the Main Menu and, in the Direct Access field, type %ROSTER% and press enter.
  2. A pop-up window appears showing you all of the Banner forms that contain the word "Roster" in their description. Search among the results and find the form you need. Use your arrow keys (or pointer) to highlight it and press OK.

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Changing your Banner password

  1. Access the Banner form GUAPSWD.
  2. In the field labeled "Oracle Password" enter your current password as is.
  3. Ignore the "Database" field.
  4. In the field labeled "New Oracle Password" type in your new password. Type it again in the field labeled "Verify Password." Passwords cannot start with a number and must be at least 7 characters long.
  5. Click OK.

Other password tips:

  • Change your password routinely (every 60 days or so) and don't write it down anywhere.
  • Make sure your password contains letters and numbers.
  • Do not reuse any part of an old password.
  • Make sure your password does not appear in a dictionary or spelling list.
  • Do not use things like your telephone number, b-date, SSN, etc. as your password.

If you need assistance with your Banner password, email BannerSupport@UTSA.edu or call the Banner Security Team at x6925.

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