Banner Navigation 9.0

May 2011

Logistics

• Toilets

• Drinks and Refreshments

• Fire Alarms

• Questioning Policy

http://www.flickr.com/photos/major_clanger/382513/

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Session Content

• Aims and Objectives

• Introduction to Banner

• Logging On & The Main Menu

• Getting to a Form

• Searching for people and organisations

• Viewing Demographics in Banner

• Break

• Viewing an applicant in Banner– Viewing application documents

• Viewing a student Record in Banner

• How To Guides on NOW

• Game

Aim

The aim of Banner Navigation training is:

To ensure you have a basic understanding of Banner, how it is used throughout the University and can navigate around the some of the fundamental forms

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Image by BIOS http://commons.wikimedia.org/wiki/File:Kompas_Sofia.JPG?uselang=en-gb#file

Learning Objectives

• Explain how Banner impacts upon the University

• Find people and organisations in three different ways

• View a persons or organisations demographics on Banner.

• View an applicant and determine whether they have been accepted by the University.

• Use the SFAREGS form to find a students enrolment status, course and year of study

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Introduction to Banner

• Student Records Database

• Full Student Life Cycle

• Made up of 1000’s of forms

• Online Services for Students

• Banner records generally maintained by Schools

• Banner system maintain and developed by IS/SunGard

How is Banner Used at NTU?

• Go to:–http://www.polleverywhere.com/free_text_polls/LTExODY1OTIwOTg/web

–Type in how you think Banner is used at NTU.

–Answer as many times as you like

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Careers

Enrolment

HESAAccomm

FeesResearch

Admissions

StudentGrades

Graduation

PortfolioDLHE

HardshipPlacements

GuardCard

NOW

UserView

Finance

Facility

Alumni

Library

ExecInfo

Banner

HEFCE

SLC

UCAS

WPM

NTIC

Dynamics

External Links

Studylink

PBI

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Online Services

Accommodation Bookings

Enrolment

Changing personal details

Viewing results

Graduation information

Research Forms

Placement management

Module Choices

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Applicant applies for course at NTU

Creates applicant record on Banner.

Applicant is accepted onto

course.

Creates a student record on Banner for their first year

of study.

Student enrols on their first year of

study.

Student completes a set of modules.

Student passes their first year.

Student is rolled to second year of

study.

Creates second year student

record.

Student enrols on their second year.

Student completes a set of modules.

Student graduates.

Other FactorsInternational Students

Postgrad vs undergrad

Placements Years?

Year Out?Student fails a year?

Logging in to Banner

• Double click on the TRAIN8 icon.

• Click on Yes and Run to the Java messages.

• Enter your Banner Username and Password (supplied by trainer)

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What is a form?

• Each Banner form is made up of 7 letters.

• Each one will contains different data.

• Key to using Banner is knowing which form you need for the piece of information you need.

• 2 ways of accessing forms.–Go To bar–My Banner Folders

Who can see these two items on their Banner screen?

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How to Access a Form

• Type SPAIDEN into the Go To bar and press Enter–What happens?

• Click on the X on the top right on the form–What happens?

• Double Click on the My Banner Folder?–What do you see?

• Double Click on the Navigation folder–What happens if you double click on the forms names?

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Structure of a form

Key block

Blocks

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Can you see these icons?

Save – F10

Rollback – Shift & F7

Select (to view record) – Double Click

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Can you see these icons?

Next Block – CTRL & Page Down

Execute query – F8

Exit – CTRL & Q

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Searching for people and organisations

• Each person or organisation have their own unique NTU ID number.

• You can search for this ID number in three different ways.

• Can search from any form which requires an NTU ID number.

• Can use a wildcard function (common throughout Banner)

• Once you have found the ID number you can return it to the original form.

What types of people will be in the Database?

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Image by Alexandra-univlyon1http://commons.wikimedia.org/wiki/File:Human-evolution-man.png

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Searching for people process

Go to the form you want to

view the student in.

Click on the

icon.

Select Person Search.

This will take you through to

the search form.

Search for the student.

Double click on the student ID number to return the student to

the original form.

The “Form Route” you have taken is always shown at the top of the screen.

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Searching for people demonstration

Image by s.o.f.t http://www.flickr.com/photos/soft/492739301

Answers

Scenario 1a

• Yayoi Haque

• Julia Hutchings

• Kerrie Kilpatrick

Scenario 1b

• N0215635

• N0227536

• N0274495

Scenario 1c

• N0074242

• N0111914

Scenario 1d

• N0091072

• N0331941

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What type of organisations will be in the database?

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Image by Zolo http://commons.wikimedia.org/wiki/File:Views.jpg

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Searching for organisations demonstration

Answers

Scenario 2a

• 2AD

• APV Baker

• Dawson Group

Scenario 2b

• N0163701

• N0243709

• N0007618

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Viewing Demographics (SPAIDEN)

• SPAIDEN holds all the demographic information regarding people or organisations.

• Most of the information in SPAIDEN can be updated by the student using the online services.

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SPAIDEN Demonstration

Answers

Scenario 3a

4 Elm Grove, Coventry

Scenario 3b

• 01606270776

Scenario 3c

• N0275824

• Yes

Scenario 3d

• Black/Black British African

Scenario 3e

• Jane Wanjiku, 07716411187

Scenario 3f

• 01332557032

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Applicants in Banner

• Applicant information is entered into Banner in 3 ways– Downloaded from the UCAS or GTTR website– Downloaded from the Studylink website (direct applicants

only)– Entered in manually (direct applicants only)

• Can see in SKAUMAD whether they have been given a place or not.

• Can view application documents.

What admissions documents might NTU receive?

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• Go to:• http://

www.polleverywhere.com/free_text_polls/MTc4Mjk4NTY4OA/web– Type in what documents you think we

might receive from applicants.– Answer as many times as you like

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SKAUMAD Demonstration

Answers

Scenario 4a

• N0231387

• Yes

• Application Form

Scenario 4b

• Student

• CRB Check

Scenario 4c

• Portsmouth

• 3 documents

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Viewing a student record

• A student record is created in 2 ways:• Once a student is made UFAA in SKAUMAD• Once they record is “rolled” after an exam board

• Student records are academic year dependant• Can view (in SFAREGS):

• Enrolment status• The residency of a student • The course• The year of study

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SFAREGS Demonstration

Answers

Scenario 5a

• TE (Temporarily Enrolled)

• 26-SEP-1972

Scenario 5b

• Home

• Luton Beds

Scenario 5c

• BSc(H) Biomedical Science FT

Scenario 5d

• 3rd year BA(H) Fashion Design FT

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Extra training

• An online course on reporting is now available to you via NOW. This is a mandatory course.

• If required you can do further training to gain modify access to SPAIDEN and to add and remove holds via NOW.– Ask your line manager if this is necessary.

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Extra Support on NOW

• You can get extra help with these tasks on NOW.

• Instructions on how to access them are in the handout.

Brief Demo

NOW

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What happens next?• Authorisation: Signed by your line manager

• Access to Banner: Banner icons, username, password and documentation are emailed to you

• Self help resources: NOW learning room

• Help desk support for immediate issues: bannerhelpdesk@ntu.ac.uk , ext 82851

• Staff development: CPLDenquiries@ntu.ac.uk

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Game Time

• Take an answer sheet

• Take an instrument

• Ring, shake, honk or ding when you are ready for a question

• Sound your instrument each time you need a new question

• Answer at least 10 questions – any more you get a chocolate

• There are up to 30 questions

• Ask if you get stuck!