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For this training session you will be using the Banner TRNG database. Banner TRNG and Banner PROD have the same forms, only the data is different.
Banner Naming Conventions
Banner forms, reports, jobs and tables have seven-character names with a specified structure:
Position 1 identifies the primary system owning the form, report, job or table.
| Example: first letter is S - Student |
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| T - Accounts Receivable |
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| P - Human Resources |
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| F - Finance |
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| R - Financial Aid |
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| G - General |
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Position 2 identifies the module owning the form, report, job or table.
| Example: second letter is F - Registration/Fee Assessment |
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| H - History |
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| G - General Accounts Receivable |
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| S - Student Accounts Receivable |
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| P - Procurement |
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Position 3 identifies the type of forms, report job, or table.
| Example: third letter is A - Application form |
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| V - Validation form |
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Positions 4 - 7 identify the form, report, job or table.
| Example: letters are SLST - class roster form |
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| CRSE - student course history form |
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| CREV - cashiers session review |
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| FUND - fund codes |
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Below are two examples of form names with the naming conventions used to create the form names.
| GTVZIPC | GTVZIPC FTVFUND |
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| G General | G General F Finance |
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| T Validation form/table | T Validation form/table T Validation form/table |
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| V Validation form/table | V Validation form/table V Validation form/table |
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| ZIPC Zip code | ZIPC Zip code FUND Fund code |
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Forms
Banner screens are made up of forms that are online documents where you can enter and look up information in the Banner database. They include windows, window panes, dialog boxes, and alert boxes.
A window is a framed portion of a form. The first window in a form is called the main window and is identified by the form name.
A window pane is an area within a window that has more fields than can appear at one time and is bordered by a solid line. You can scroll through the window pane using the mouse to click and drag the scroll box or using the keyboard with a next item or previous item function.
A dialog box is a window that appears when you must choose between two or more responses.
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 on the form.
| Example: You bring up the record on a person marked confidential and must acknowledge that alert box information. To do so, select the OK button with in the alert box window. |
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Parts of a Form
Note: Some forms, such as SSASECT, have more blocks than can be displayed on one page, in this case you will need to use the next block function to view the additional blocks.
Menu Bar
The Banner Menu Bar is located at the top of every form and contains pull-down menus.
To access an option in the menu bar, you may use either the keyboard or the mouse. To use the mouse, click on the desired pull-down menu name and then the desired menu item. To use the keyboard, press the ALT key and use the right and left arrow keys to move right or left to the desired pull-down menu name and press Enter OR press the underlined letter for the desired pull-down menu name and use the up and down arrow keys to highlight the desired menu option and press Enter (you may also press the underlined letter for the desired menu option).
There are nine pull-down menus.
- File Menu
- Edit Menu
- Options Menu
- Block Menu
- Item Menu
- Record Menu
- Query Menu
- Help Menu
- Window
Toolbars
Toolbars are sets of iconic buttons that perform common functions. Banner has a horizontal toolbar that is located directly under the menu bar.
Title Bar
The Title Bar shows the descriptive form name, seven-character form name, release number, and database name.
Block
A block is a section of a form or window that contains related information. The form or window may have more than one block, which are linked in a circular fashion, one following another until the last one links back to the first.
- Key block - The first block, which contains key information, determines what is entered or displayed on the rest of the form. It stays on the form as subsequent blocks appear. Normal next block or previous block processing will not return to the key block. A rollback must be performed to re-enter the key block.
- Auto Hint - It is located at the bottom of the form. Can contain brief field description, error and process messages and/or keyboard equivalents.
| Example: You want to bring up the class roster for a particular class. By clicking on the enterable field in the key block, you will receive information about that field, such as what the field is and how to get a list of valid codes. |
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- Status Line - Located directly under the auto hint and can contain number of current records followed by the total number of records, list or values, and/or whether it is in query mode.
Elements on a Form
Buttons
Buttons are visual images used to perform an action or respond to the systems. Banner forms use iconic buttons and response buttons.
- Iconic buttons - are small squares that contain an icon.
- Response buttons - are shaded rectangles that appear in alert boxes and dialog boxes. The user must respond to the system by selecting one of the buttons before being able to continue.
Scroll Bars
Scroll bars are used to display overflow information when a form has more information than can be displayed at once. It has an arrow on each end and a scroll box in the middle. There are two types of scroll bars.
- Vertical - Located directly to the right of the rows and indicates there are more records than are shown.
- Horizontal - Located directly under the window, indicates there are more columns of information than are shown.
Fields
Fields are areas on a form where you can enter, query, change, and display specific information.
Records, Rows, and Columns
Records are a set of related fields.
| Example: A street, city, state, and ZIP code form an address record. A block with multiple records often appears in rows and coumns like a spreadsheet. |
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