By now you should have had a chance to experience Banner 9 in the TEST or PROD (live data) environments. This blog post will highlight some tips and tricks collected over the past few months. Some of these are already familiar to you, while others may help you work better in Banner 9. Let's take a look.
Enlarge Banner 9 Display
-- Ctrl = increase zoom
-- Ctrl - decrease zoo
-- Ctrl 0 reset zoom to 100%
-- F11 toggles full screen mode
These are all web browser keyboard shortcuts. Banner 9 is now in a web browser and not in Oracle Forms (used in Banner 8) anymore.
GUAPMNU will populate My Banner
GUAOBJS/GUTGMNU Create Subfolders
-- Use GUAOBJS to create folder object and referencing in My Banner
-- Use GUTGMNU to edit what objects belong in which subfolder
GUTPMNU copies My Banner to another user (helpful for new users acclimating to Banner)
Along with familiarizing yourself with Banner 9 features, there are a number of terminology changes (old term = new term) which are important to know moving forward:
-- Forms = Pages
-- Next Block (in Key Block) = Go button (in Key Block)
-- Blocks = Sections
-- Prev/Next Blocks = Prev/Next Section
-- Rollback = Start Over button
-- Query = Filter
Parts of a Page
-- Page title controlled by GUAUPRF
-- Actions include: Page Close, Related Menu, Tools Menu, Notification Center
-- When in the Key Block, fields are displayed in columns and can accept input
-- When not in Key Block, fields are collapsed with pertinent data displayed
-- If a page has multiple sections, they can be expanded or collapsed
-- Header actions include: Multiple Record, Insert, Delete, Copy, Filter, and others
The Notification Center is located at the top right of the screen. Notification messages will display in color coded boxes (see below for meaning). To display/hide notifications, click the orange box above the message.
-- Green are successful actions or data saved
-- Yellow are warning messages
-- Red are error messages
-- Blue are information messages
Multiple errors are displayed together, along with a count of errors (displayed in orange box).
-- Access online help by clicking the ? icon in the navigation menu (or Ctrl+Shift+L)
-- Help screen that appears will show information on page displayed
-- Help screen is printable (click printer icon at top right)
-- Use GUAUPRF to enable Button Accessibility Mode (for Screen Readers)
Name Search from Key Block ID
If the Key Block has an ID field, you can tab out of the ID field into a Name Display field. Type in the search name using the following format: Last Name, First Name, Middle Name. Wildcards (%) can be used here.
If a non-wild card search yields the exact record you want, you will see the name and associated Banner ID number:
Here is a search for a record using wild cards:
If a search results in multiple records found, the extended search box appears with options to view or add additional search parameters to further refine the results.
Other Useful Tips
A message will display if you attempt to leave a page without saving entered data:
Related and Tools Menu
-- Related is like Options menu for pages
-- Tools is like Options menu for actions
Required fields are denoted by an asterisk (*) when entering data
Look up = F9 = List of Values = LOV
This feature allows users to extra data displayed into an external file (.txt .csv .xlsx) wich can be saved to a folder or opened.
-- Objects enabled for Data Extract (Export) listed on GUAOBJS (Tools menu on Banner pages)
-- Controls for Data Extract are listed under GUAUPRF
-- Popup Blocker
-- Default technical delivery is for M access only (can be updated to Q access)
-- CMS-5132: Debugging data extract option in Banner
I vs Q Pages
-- Frequently start in query mode and requires user to exit twice to leave
-- Can be accessed from the Go To box
-- Are very good for Data Extract
-- Utilize prior form record data to pre-populate Key Block
-- Can NOT be accessed from the Search box
-- Do not typically work well with Data Extract
-- Examples: SHQTERM, SIQSECM, SFQSECT, etc.
Job Submission Set Up
-- Edit/Create Parameter Hint Line (78 characters max)
-- Edit/Create List of Value option
-- Edit/Provide system default value (TGRAPPL)
-- Default printer for the job
-- Default format rule
SleepWake GJASWPT and NOSLEEP
Job Submission Saved Parameter Sets
-- User stored parameter sets
-- Use to adjust the saved parameters (like SYSDATE)
-- Copy saved parameters to other users
Every user with maintenance access to Job Submission (GJAPCTL) should have maintenance access to GJAPDFT.
-- Does not impact Banner 8/SSB components or name searches
-- Rules must be associated with a Product (Student, General, FinAid, etc)
-- Rules can optionally be associated with:
-- Application (Faculty Grade Entry, Advising, etc)
-- Page (within an Application: Advising, Final Grades, etc)
-- Section (within a Page; Body, Header, Class Roster, etc)
Bonus Tip: GUISRCH
Use GUISRCH to search for ID using email, phone, or additional ID values.