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UNA BANNER ADMIN PAGESNAVIGATION GUIDE

ContentsIntroduction . 2Application Navigator . 3Basic Navigation . 5Page Header . 5Key Block . 6Sections . 6Bottom Section Navigation. 7Notification Center Messages . 7Data Display Options . 8Required Fields . 9Sort Order . 9Dates . 9Lookup . 9Filtering Data . 9Wild Card Lookup . 10Multiple Records . 12Advanced FeaturesItem Properties . 13AppendixButtons . 14Banner Keyboard Shortcuts. 15My Banner Personal Menu . 171

Banner 9 (sometimes called Admin Pages) is a major upgrade to the Banner System. According toEllucian, “Banner 9 by Ellucian is no ordinary upgrade. It delivers a fresh user experience, all new tools,and significantly improved capabilities across Banner, driving new efficiencies so you can focus onstudent success.”Banner 9 will provide a fresh look and updated functionality, including new functionality for facultygrading, student advising, and registration. Banner 9 replaces underlying Banner 8 technology that isbeing phased out, including Oracle Forms, and eliminates the need to run Java (JRE) in the browser.Banner 9 continues to provide single sign-on functionality and will make new modules and Adminpages accessible through a single product known as Application Navigator (or App Nav).Some of its many new advantages include: Eliminating users’ browser compatibility problems Ending dependency on Internet Explorer and allows for full browser support (Chrome, Firefox,Safari, MS Edge) Greatly simplifying the upgrade process for administratorsWhat’s new with Banner Admin Pages? Application Navigator welcome screen offers a “google like” experience for navigatingthroughout Banner Admin pages, offering multiple ways to search.Reorganization of the Banner Administrative menu.Banner Admin pages are transformed, web page-like versions of INB forms.2

Application NavigatorApplication Navigator uses single sign-on to provide access to transformed pages during transition fromOracle forms (INB) to a Java-based web application (Admin pages). Application Navigator is used to accessBanner administrative applications.Search BoxSign OutSearchReturn to App NavOnline HelpMenuSign in through UNAPortal and use your credentials to access Application Navigator. You can then use anyof the following to navigate within Application Navigator: Menu icon (CTRL M) – The Menu icon is located in the upper left corner of the application. Click onthis icon to open the Banner Menu. Find the page you are interested in opening. Select the desiredentry and click Enter. The Menu icon will also allow you to open the My Banner menu which willallow you to create a personal list of pages that you use regularly. See the appendix for directionsregarding how to set up My Banner.Search icon (CTRL Shift Y) – The Search icon is located in the upper left corner, just to the right ofthe Menu icon. Click on this icon to open the Search window. You can then enter either thedescriptive name of the page or the Banner acronym for the page.Recently Opened icon (CTRL Y) – The Recently Opened icon is located in the upper left corner, justto the right of the Search icon. It is displayed with a count of pages after you have opened the firstpage in an application. Open the list and select a page to access it.Search box in the center of the page (CTRL Home) – In this box, you can enter either thedescriptive name of the page or the Banner acronym for the page. Find the desired entry and clickEnter.You can return to the Application Navigator landing page by clicking on the University of North Alabamahome link.3

On-line help is available via the “?” icon or shortcut key (CTRL Shift L). This icon is found in the top rightcorner of the page. This function allows you more information regarding a selected page or help in usingthat page.Application Navigator has a set of keyboard shortcuts, which you can review by clicking on KeyboardShortcuts in the bottom right corner of the page. Please see the appendix for a full list of KeyboardShortcuts.It is important to remember to use the Sign Out link in the upper right corner when closing the application(instead of just closing your browser) to make sure you are logged out of the application.4

Basic NavigationThe basic navigation of each page (previously Forms) includes the page header, key block, sections,notification center, and buttons.Page HeaderThe page header is part of the basic navigation and contains the following items: Page close icon “X” – Always use this icon to close your page.Page title – Includes description, acronym, version, and database.Add and Retrieve icons – These icons are used with Banner Document Management (Xtender).Release and Submit buttons – Displayed only with a workflow.Related Menu button – Displays a list of pages that can be accessed from this page.Tools Menu – Will include refresh, export, print, clear record, clear data, item properties, display IDimage, and other options controlled by the page.Notification Center – Will be located to the right of the Tools Menu and will display the followinginformation as needed: successful save of data, warning messages, error messages, informationalmessages, number of messages to be corrected to continue in the page. You can click in the boxwith the number in the page header to open or close the Notification Center.5

Key BlockThe first block on most pages contains key information. The key block determines what data is entered ordisplayed on the rest of the page. All the information on the page is related to the key block. The key blockstays on the page as subsequent sections are displayed.When the cursor is in the key block, the fields that can be entered in the key block are enabled. When youleave the key block, the fields in the key block are disabled.When the cursor is in the key block, the information is displayed in a column format. When you leave thekey block by clicking the Go (previously Next Block) button, the data is rearranged into a linear format andnot enterable.To access the body of the page, populate the key block data and then click Go.You can return to the key block if you are in the body of a page by clicking Start Over (previously Rollback).SectionsPages are divided into sections (previously blocks) that contain additional details for the key information. Asection can represent one record or multiple records depending on the type of information that you areworking on. Each section contains related information.Sections of data are accessed by scrolling up and down the page. They can be opened or collapsed byclicking on the arrow on the far left side of the section header. Some sections are accessed by using tabsthat group information in a meaningful way.If available, the sections can have a header that includes icons for the following actions:Insert – Use this to insert records in the section.Delete – Use this to delete records in the section.Copy – Use this to copy records in the section.More Information – This icon will only appear if supplemental data can be entered for the record. The iconis displayed with a check mark if supplemental data already exists for the record.Filter – Use this to filter records in the section.6

Bottom Section NavigationPrevious SectionSaveNext SectionThe bottom of the section of the page will contain icons to be used for navigation, perform functions, anddisplay additional information.Previous Section button – Will take you backwards in the sections (Alt Page Up).Next Section button – Will take you to the next section of the page (Alt Page Down).Activity Date – Current system time. This would be the time stamped for the record if created ormodified.Activity User – Name of account user creating or modifying the record.Save button – This the button you will use to save your data. Error Message TypesNotification Center MessagesYou may see four message notification component types when working in Banner 9:Error Notification – Will display a “!” in a circle when message is displayedInfo Notification – Will display an “i” in a circle when message is displayed. May display an OK buttonthat you must select to continue.Success Notification – Will display a checkmark in a circle when message is displayed.Warning Notification – Will display a “!” in a yield sign when message is displayed. Will also display twobuttons, Yes/No, that must be selected to continue.7

Data Display OptionsRequired FieldsAn asterisk (*) displayed next to a field name indicates that the field requires a value before you continueon the page. The system uses the definition of the field as it is used in the application to determine if it isrequired. For fields that have conditional logic that determines whether they are required, the asterisk (*) isnot displayed. If you leave a section or a page without entering information in a required field, the pagenotifies the individual in the Notification Center, requiring the user to perform some additional action.Sort OrderIn a grid layout, values for a field can be sorted and, if you have chosen to sort the data, an up or downarrow next to the field name indicates the current sort order for the field. You can click the field label toreverse the sort order.DatesYou can either enter the date directly or use the calendar icon for date selection. The date format ismmddyyyy. To enter the current date, type any letter and [TAB].LookupThe Lookup feature allows you to quickly find a value for a field. The Lookup button next to a field indicatesthat the field has the Lookup feature.Click the Lookup button ( ), enter a filter value, and press Enter to display results that match the filtercriteria. Select a value and click OK, or double-click a value to return the value to the calling page.In addition, when you are in the key block and all you see is the id field, you can press the tab key and thiswill allow you to enter a name search.Filtering DataYou can filter data in a section if there is an active Filter icon in the section header. Use the following stepsto filter data in a section.1. Click the active Filter (F7) icon for the section.8

2. Choose the field you want to filter from the Add Another Field drop down list.3. Choose an operator from the Contains drop down list. The available operators depend on thetype of field (numeric, alphanumeric, date, check box, or other).The Contains operator is available for alphanumeric and other fields only. The Between operatorincludes the values entered. For example, for codes “between” 1 and 5, the values 1, 2, 3, 4, and 5are considered. Required fields do not use the Is Null and Is Not Null operators.4. Enter a value for the field you selected.5. Optional: If you want to add another field to the filter criteria, choose a field from the AddAnother Field dropdown, select an operator, and enter a value for the field that you selected.Repeat this step until all filter criteria are entered.6. When all filter criteria are entered, click Go (F8) to display the filter results. The number ofrecords retrieved is displayed at the bottom of the section. The results for a field can be sorted inascending or descending order by clicking on the field label in the column header. You can reversethe sort order by clicking the field label.9

7. Optional: If you want to perform another filter, click Filter Again.8. Optional: If you want to close the filter and display all unfiltered records, click the lowercase x inthe upper corner of the filter window to close the filter.Wild Card LookupWhen utilizing the Lookup option you may perform either exact match lookups or partial match lookupswhen some of the information is unknown. To perform a partial match lookup, you will use a “%” to replacethe unknown information. For example, when searching for a student with an incomplete ID number youmay enter the known information as L0055%47%.1. Select the lookup icon ( ).2. Choose the type of search to be completed from the option list.3. Begin the filter process by selecting the appropriate filter. (i.e. ID, Last Name, etc.)4. Choose the appropriate operator for the list.10

5. Add any additional filters if any additional information is known. Select Go button.6. You will be provide a list of compatible information and may either highlight the information anduse the Select button from the lower right of the form or select Cancel.7. The selected information will be returned to the calling page.11

Multiple RecordsData can exist in multiple records of the same type in the database, for example addresses, and aredisplayed in multiple ways. Records can be viewed one record at a time or in a grid.One record at a time. In this instance, the details of the data are not displayed in a table grid, but rather ina more easily readable manner. You can move from record to record using pagination controls (the arrowslocated in the bottom left hand corner)Pagination Controls12

In a grid. In this instance, the data is presented in column and row format. You may need to scroll to viewall the data. You can page through the records using the pagination controls, decide how many records youwant to review in the grid, and sort the data in ascending or descending order by clicking on the arrowsnext to the column heading.Page through options in grid formatAdvanced FeaturesItem PropertiesItem Properties lists all properties for the field where the cursor is currently located.Item properties include the field’s internal database name, whether the field is required, type of data(character or numeric), maximum length, and other characteristics of the field. The specific properties thatare displayed depend on the type of field. To display Item Properties for a field, place the cursor in the fieldand select Tools Item Properties.13

AppendixButtonsBanner admin pages include several buttons.ButtonDescriptionAdd and RetrieveUse the Add and Retrieve buttons to interact withBanner Document Management (xTender) toproperly store and review documents.GoUse the Go button to advance to the body of thepage after populating the key block.SaveUse the Save button to save changes on the page.The Save button is located on the bottom rightside of the page.Section NavigationUse the Next Section button to navigate to thenext section of data. Use the Previous Sectionbutton to navigate to the previous section of data.The Next Section and Previous Section buttons arelocated at the bottom left of each page.Select and CancelUse the Select button to select and retrieve datafrom a called page to the current page. Use theCancel button to return to the called page withoutretrieving any data. When you need to go to asecondary or called page to retrieve data, theSelect and Cancel are presented at the bottom ofthe page.Start OverUse the Start Over button to return to the keyblock of the page.14

Banner Keyboard ShortcutsActionCancel Page, Close CurrentPage, or Cancel Search/QueryChange MEP ContextChoose/SubmitClear All in SectionClear One RecordClear Page or Start OverCount QueryDelete RecordDown/ Next RecordDuplicate ItemDuplicate Selected RecordEditExecute Filter QueryExitExpand/ Collapse Drop DownFieldExportBanner 9 KeystrokeCtrl QBanner 8 KeystrokeCtrl QAlt Shift CEnterShift F5Shift F4F5Shift F2Shift F6Down ArrowF3F4Ctrl EF8Ctrl QAlt Down ArrowEnterShift F5Shift F4Shift F7Shift F2Shift F6Down ArrowF3F4Ctrl EF8Ctrl QClick FieldFirst PageInsert/ Create RecordLast PageList of ValuesMore InformationNext Field or ItemNext Page DownNext SectionOpen Menu DirectlyOpen Related MenuOpen Tools MenuPage Tab 1Page Tab 2, etc.Previous Field or ItemPrevious Page UpPrevious SectionPrintRefresh or RollbackSaveSearch or Open Filter QuerySelect on a Called PageToggle Multi/ Single RecordsViewUp/Previous RecordCtrl HomeF6Ctrl EndF9Ctrl Shift UTabPage DownAlt Page DownCtrl MAlt Shift RAlt Shift TCtrl Shift 1Ctrl Shift 2Shift TabPage UpAlt Page UpCtrl PF5F10F7Alt SCtrl GShift F1Extract Data with Key or ExtractData no KeyF6F9Alt HTabPage DownCtrl Page DownF5Shift TabPage UpCtrl Page UpShift F8Shift F7F10F7Shift F3Up ArrowUp Arrow15

WorkflowRelease WorkflowSubmit WorkflowActionBanner DocumentManagementAdd BDM DocumentsRetrieve BDM DocumentsApplication NavigatorApp Nav - Access HelpApp Nav - Access MenuApp Nav - Display RecentlyOpened ItemsApp Nav - SearchApp Nav - Sign OutAlt QAlt WIcon or MenuIcon or MenuBanner 9 KeystrokeBanner 8 KeystrokeAlt AAlt RIcon or MenuIcon or MenuCtrl MCtrl YCtrl Shift LCtrl Shift YCtrl Shift F16

My Banner Personal MenuYou may create a personal menu tied to your Banner user ID. Your personal menu will contain the pages,jobs, menus, and Quickflows that are most important in your daily work. Once the personal menu iscreated, you may access it from the main menu.1. From the Application Navigator page, use either the search box in the middle of the screen or thesearch icon to enter either “My Banner” or “GUAPMNU”.2. The My Banner maintenance page contains: Type: A drop down menu located the top of the screen to allow you to choose from OracleForms, Job Submissions, Menus, Menu Messages, and Workflows to access all forms neededto customize your My Banner. Object Type: All available pages, jobs, menus, or quickflows associated with the chosen typeselected from the drop down menu. Buttons: Buttons are used to insert or remove selections from the available list to your MyBanner list. Object Selection: Will display the contents of your personal menu.17

3. To add objects to your personal menu, select the name from the left pane by double clicking itand then use the Insert buttons in the middle of screen to add to the right pane.4. After each page selection to the right pane, select Save in the bottom right hand corner to retainselections.18

5. Shortcut to creating your My Banner list: Beginning with the Object Selection panel (the rightpanel), select the first open record. This is displayed as a box with a cursor available. Enter theseven character page and arrow down to create the next record. You may enter as many pages asyou wish. Remember to select Save before exiting the page.6. You will have to sign out and sign back in to see changes on your My Banner.NOTE:This is a living document andmay be updated at any time.19

Banner 9 (sometimes called Admin Pages) is a major upgrade to the Banner System. According to Ellucian, “Banner 9 by Ellucian is no ordinary upgrade. It delivers a fresh user experience, all new tools, and significantly improved capabilities across Banner, driving new efficiencies so you can focus on stu