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Banner Student Query -Training and Reference Manual Registrar’s Office, Banner Training The University of Montana July 2018 Banner 9 Student Query Forms
Transcript of University of Montana - Banner 9€¦ · Web viewRegistrar’s Office, Banner Training The...
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Banner 9 Student Query Forms
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
SPAIDEN – Identification FormPurpose To view student’s names, addresses and phone numbers.
To Access: Type the form name SPAIDEN in the Search box under Welcome and press Enter.
Or Type the form name SPAIDEN in the search box after clicking on the icon
ID: Type the Student’s ID number in the ID field, if you know it. The name will pull into theName Description Field.
To Search for ID within ID search box:
Name: Click on the icon next to the ID search box. The Option List is displayed.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Click on the Person Search link and select one of the options in the Add Another Field. (ie; Type the last name in the search box)
You can change the connector for your search
You can add multiple search fields to search on the name; such as Last Name, First Name, Middle Name, Change Indicator or Name Type.
Note: Enter desired query criteria, using wildcards (%) if necessary.
Case Insensitive Query radio button will default allowing your query to not be case sensitive. Press F8 or green Go button to execute your query. For additional queries, press the Clear All button to clear records, enter new information and press F8 or Go to execute.
If multiple records appear, highlight the row of the record you want and click the Select button or Cancel on the lower right hand side to start
over.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Click Clear All to start your search over or Go to start the search on the upper right hand side.
When searching for an ID that has a confidential restriction, this warning will display:
Click Go
Your search returns General Person Information
Current Identification Alternate Identification Address Telephone Biographical Email Emergency Contact Additional Identification
Current Identification tab contains the current name of the person or Non-Person. The Last Update andOriginal Creation dates and users can be found here.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
If a student’s name or ID number has changed, the Alternate Identification tab provides a history of name and ID changes. The ID and names are retained in the system so their record can be located various ways.
If multiple changes have occurred, the record indicator on the right will show the total record count. You can navigate through each record by clicking on the arrows.
The Address tab will show all addresses tied to a student, including addresses that are inactive.
To view all of the student’s addresses, click the arrows to navigate through each record.
To insert a new record, copy a record or delete a record, click on the icon on the top right hand side under the Start Over button.
The Telephone tab will show all telephone tied to a student, including telephone that are inactive.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
The E-mail tab will show e-mail addresses tied to a student, including e-mail addresses that are inactive.
The Emergency Contact tab will show the emergency contact tied to a student.
The Additional Identification tab will show if the person has an alternate identification.
Click on to view the alternate options
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
The same viewing and updating as the Address tab applies to the Telephone, Email, Emergency Contact and Additional Identification tabs.
To Start Over:Click the in the upper right to search on other students.
To Exit SPAIDEN:Click on the in the upper left to exit the form. You will return to the main Search form.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
SGASTDN - General Student FormPurpose: To view information on a student’s term status, major, concentration, advisors and other information. A new record will be created anytime there is a change in major or status.
To Access: Type the form name SGASTDN in the Search box under Welcome and press Enter.
ID: Type the Student’s ID number in the ID field, if you know it. (Refer to previous search options described in SPAIDEN instructions.)
Optional: Click on the Ellipsis icon denoting more options of the ID box to query on student Names and Alternate IDs.
Summary: Click on to view summary of terms student has attended.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Term*: Leave blank if you wish to pull information in total (recommended); else enter specific term code.This form will pull in the most recent term (or specified term), followed by previous terms.
Click to navigate to the student information.
* Term format: YYYYnn (where YYYY = year and nn = term code) 30 = Spring 35 = Spring Law 50 = Summer 70 = Autumn 75 = Autumn Law
Example: Spring Semester of 2011 =
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
To view other terms, click on the arrows
Click on in the upper right to view related forms and to perform Actions.
The SGASTDN form consists of eight main tabs:(1) Learner(2) Curricula(3) Study Path(4) Activities(5) Veteran(6) Comments(7) Academic and Graduation Status, Dual Degree(8) Miscellaneous
To Start Over:Click the in the upper right to search on other students.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
To Exit SGASTDN:Click on the in the upper left to exit the form. You will return to the main Search form.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
SFAREGQ - Student Class Schedule FormPurpose: To view the courses a student is enrolled in (by term), including times, dates, credit hours, locations and instructors for each course. Course schedules are kept in the Banner System for the current semester, the upcoming semester and the past couple of semesters. This form was modified by UofM to show the PAID indicator box.
To Access: Type the form name SFAREGQ in the Search box under Welcome and press Enter.
To Query within the form, click on the F7 key, the option to Add Another Field will display.
Use the Scroll bar to scroll to the right to see additional information about
each course. It will default to 10 records per page. If there are more records than 10, you can change the
number per page or click the arrows to view.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
To Start Over:Click the in the upper right to search on other students.
To Exit SFAREGQ:Click on the in the upper left to exit the form. You will return to the main Search form.
You can query on any of the fields in the form.
Click on a field and enter your search. You can change the connector or add another field to search with.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
SHATERM - Academic History FormPurpose: To view a student’s complete academic history one semester at a time. A summary of credits attempted/earned and GPA will also show for each term, as well as course detail information.
To Access: Type the form name SHATERM in the Search box under Welcome and press Enter.
To Use this Form:ID: Type the Student’s ID number in the ID field, if you know it. (Refer to previous search options described in SPAIDEN instructions.)
Level: Enter Level Code for student (required). 01=Undergrad, 02=Grad, 03 = Law School
Term: Leave blank.
The SHATERM form consists of two tabs: (1) Current Academic Standing (2) Term GPA and Course Detail Information.
(1) Current Academic Standing tab:This block shows the First and Last Terms attended. In addition, it shows the student’s Overall GPA.
**Important! At the UofM, we only use Overall UofM Institution GPA! Overall Transcript GPA is for informational purposes only.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
(2) Term GPA and Course Detail Information tab:The academic history displayed begins with the first term that the student attended. Transfer courses will be included.
The top section of the block will list the Term GPA. The lower section will list the Courses/Details associated with that particular term.
Note: Records per Page and number of records to view more terms.
To Start Over:Click the in the upper right to search on other students.
To Exit SHATERM:Click on the in the upper left to exit the form. You will return to the main Search form.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
SFASLST - Class Roster FormPurpose: To view all the students registered for a specific course.
To Access: Type the form name SFASLST in the Search box under Welcome and press Enter.
To Use this Form:Term: Enter the term code (required field).
Course Reference Number: Enter course number (required field). If not known, use the for the CRN.
If the Course Reference Number is not known, use the for the CRN. You will navigate to an Options List. Choose Section Query from the Option List. You will navigate to the Schedule Section Query form (SSASECQ).
For additional queries, press
to clear records, press to execute.
Example: Always have a term entered before you do a query.
TERM SUBJECT COURSE201830 WRIT 101
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
If multiple records appear, highlight the record you want to select and click on
to on the bottom right to select the record. The form will return to SFASLST with the Course Reference informationyou have selected. To search again, click on on the top right.
It will return to the SFASLST form with your selected CRN
Click .
Grade mode:T = TraditionalC = Credit/No CreditR= Remedial
Status (Registration status):RE = RegisteredAU = AuditBD = Backdated Drop
Use the arrows at the bottom to view all pages or change the default from 20 per page for the display.
On the bottom right hand side shows the number of
records for the course
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Note: The Sequence Number (Seq) does not relate to the total number of students in the class. It is related to the order in which a student registered during the registration process. Many students will register, than cancel classes as they juggle their schedules around. Example: Sequence 107 shows that student at the time of registration was the 107th student to register for this class. However, the total number of students registered for this class = 43 (Record Count = 43). This means there were many cancellations during the registration process.
To Query the Class Roster, click under the Start Over button.
To view other options associated with SFASLST:
Click on the Related tab for additional information regarding either the Course Section or specific Student information (you will link to other Banner Student Forms).
Grade mode:T = TraditionalC = Credit/No CreditR= Remedial
Status (Registration status):RE = RegisteredAU = AuditBD = Backdated Drop
Use the arrows at the bottom to view all pages or change the default from 20 per page for the display.
On the bottom right hand side shows the number of
records for the course
Select one or more Fields and click F8 to search.
Click to change your search.
Click under the Filter Again to exit query mode
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
To Extract Class Roster to Excel Spreadsheet:
To Start Over:Click the in the upper right to search on other students.
To Exit SFASLST:
Important: If you have linked to a new form, to return to SFASLST, make sure you click on the X
button in the top left next to the form name.
1. Click on the Tools menu on the upper right hand side.
2. Banner will generate a .csv file. A message box will indicate where the file has been saved on the lower left
3. Click on the on lower right.
4. A new tab will open with your .csv file. You can then format/sort/print the roster from Excel.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Click on the in the upper left to exit the form. You will return to the main Search form.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
SPAAPIN- Advisor PIN NumberPurpose: To view the advising PIN number that is assigned to students each semester. The PIN number is required in order for all undergraduate students to register via CyberBear on the web.
Important: This number is unique each semester!
To Access: Type the form name SPAAPIN in the Search box under Welcome and press Enter.
To Use this Form:
From Term: Enter the term code (required).
ID: Type the Student’s ID number in the ID field, if you know it. (Refer to previous search options described in SPAIDEN instructions.)
Note: Alternate Pin = Advising Pin
To Start Over:Click the in the upper right to search on other students.
To Exit SFASLST:Click on the in the upper left to exit the form. You will return to the main Search form.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Appendix ASPAIDEN Student Identification Form ** Lists addresses, phone numbers and previous names.
SGASTDN General Student Information Form ** Displays information on a student’s status, class standing, major, level (undergrad or graduate), advisors and other information. A new record will be created anytime there is a change in major or status.
SFAREGQ Student Class Schedule Form ** Courses that a student is enrolled in (by term) including when and where they meet.
SHATERM Student Academic History Form (displays GPA information) ** Displays GPA data, total credits, academic standing, academic history, and institution/transfer course detail information. (Leave TERM blank for complete history).
SHACRSE Student Course Summary Form (does not include GPA data) Displays registered courses, sections, grades, etc. for a selected term; does not include GPA data. (Leave TERM blank for all terms).
SFASLST Class Roster Form Allows the user to display the roster for a particular class based on the CRN.
SPAAPIN Student Advising Number Form Shows a student’s advising number.
SHATRNS Student Transfer Course Form Provides detailed information on transfer courses accepted at UM.
SOATEST Student Test Form Shows GRE and other test scores.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
SHASUBJ Student Academic History Form by Subject Shows GPAs, academic standing, and allows review of all courses taken categorized by subject (Geography, Sociology, etc.).
SHADEGR Student Degrees and Other Formal Awards Form Displays completed and conferred degrees and other awards that students have received (enter sequence “1”)
SSASECT Class Information Form Shows number of seats available in a class, when it meets, who is teaching it, and number of credits.
SSASECQ Class Enrollment Statistics Form Shows scheduled classes, enrollment statistics and rooms.
SIAASGQ Faculty Schedule Query Form Displays courses to which a faculty member has been assigned (term by term). ** Useful to Advisors.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Appendix BGUAPMNU Personal Menu Maintenance FormPurpose: To develop your own Personal Menu tailored specifically to your needs.
To Access: Type the form name GUAPMNU in the Search box under Welcome and press Enter.
To Use this Form (Basic Steps):1. Place your cursor in the Right Pane under the Object Column.2. Type in the form name you want to include in your personal menu. Use your Down
Arrow key to enter the next form name. The Description Name for the form you just typed will automatically pull in as you navigate.
OR you can Insert/or Insert All your selected forms on the left and move to right pane.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
3. Click on the button to save your records in the bottom right. (IMPORTANT! Or your personal menu will not be created)
To Exit GUAPMNU:Click on the in the upper left to exit the form. You will return to the main Search form.
Set the menu default to open your Personal Menu when Banner starts up: Go to GUAUPRF form.
Click on MENU SETTINGS tab.
Type *PERSONAL in the User Default field.
Click in the lower right. Exit form.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
You have easy access to Banner Self Service. Click on the in the upper left to access
Banner My Banner Banner Self Service
Banner Self Service options:
Options within menu:
Click on the to close the left side menu
The offers another Search option to Banner forms:
The next time you login to Banner 9, your personal MY BANNER menu will display in
the options on the left.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Appendix C
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Appendix C Banner AssistanceBanner Help Line 243-2667 (Bnnr)The Banner Help Line can answer your questions. You can also send an e-mail withyour questions to [email protected].
Banner Password ResetsSubmit an online request via Solution Center (http://www.umt.edu/solutions), search for Banner password. You will receive an email response.
Banner-Announce (Banner Announcements):All Banner uses are automatically subscribed to the Banner-Announce listserv. If youhave questions regarding this listserv, please contact the Banner Integrated SystemsOfficer at 243-5559.
BSRV-LIST (Business Services Announcements):All Banner Finance uses are automatically subscribed to the BSRV-LIST listserv. If youhave questions regarding this listserv, please contact the Finance Systems Manager at243-2940.
Banner Short CoursesAttend additional Banner courses offered by IT Client Support Services. Check the ITShort Course website (http://www.umt.edu/it/training) for class schedules and on-lineregistration.
Banner Support WebsiteBanner documentation and other support resources are available on a UM securedwebsite.
To log onto the website:1. Open up your web browser and type: http://umt.edu/bannersupport.2. Click on the Manuals link.3. At the UM Login page, enter your NetID and password. Click Login.4. Click on the name of the desired manual.5. If you need assistance accessing this site, please contact IT Central at 243-
4357.
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Banner 9 Training Banner Training (https://training.ellucian.com/course/banner-overview-and-navigation- banner-9x)
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Appendix D Banner 8 Icon
Banner 8 Keyboard
Banner 8 Menu
Explanation Banner 9 Icon Banner 9 Keyboard
Save (F10) File, Save Saves all changes made in a form since
the last time you saved. Banner also
refers to save as Commit in some
messages.
Lower right hand corner of screen
Save (F10)
Rollback (Shift+F7)
File, Rollback
Clears all information and returns you to the Key
Block of a form.
Rollback/ Refresh (F5)
Select (Shift+F3)
File, Select
Enters the highlighted value into the current field of the form you are working from. List of values uses OK as
the select.
Insert Record (F6)
Record,Insert
Inserts a new blank record into a group of existing
records.
Insert Record (F6)
Remove Record
(Shift+F6)
Record, Remove
Removes all information for the record. When you Save,
the record will be deleted from the database.
Remove Record
(SHIFT+F6)
Previous Record (Up
Arrow)
Record, Previous
Moves the cursor to the first enterable field in the
previous record.
Previous Record (UP
ARROW)
Next Record(Down Arrow)
Record, Next
Moves the cursor to the next enterable field in the next record. If the cursor
is at the last record, a new record is created.
Next Record(DOWN
ARROW)
Previous Block
(Ctrl+Pg Up)
Block,Previous
Moves the cursor to the previous information block
in a form.
Previous Block/Section (ALT+PG
UP)
Next Block(Ctrl+Pg Down)
Block, Next
Moves the cursor to the next information block in
a form. If the next block is in another window of the form, that window will be
opened.
Next Block/Section
(ALT+PG DOWN)
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Banner 8 Icon
Banner 8 Keyboard
Banner 8 Menu
Explanation Banner 9 Icon Banner 9 Keyboard
Enter Query (F7) Query, Enter
Puts the form into query mode and lets you enter
search criteria to see what information is already in
the database.
Opens new form to add fields for
querying – more options.
Enter Query/Filter
(F7)
Execute (F8) Query, Execute
In query mode, searches the database and displays any records that match the
search criteria
Execute Query/Filter (F8)
Cancel (Ctrl+Q) Query, Cancel
Cancels a query and takes a form out of query mode.
Cancel (CTRL+Q)
View/Send Message
Print (Shift+F8) File, Print
Captures the active screen (only what you can see) and prints it to your local
printer.
Actions/Print Print
(CTRL+P)
Online Help (F1)
Help, Online Help
Displays the Help window for the current field
.
Help (CTRL+SHIF
T+L)
Exit (Ctrl+Q) File, Exit
In a menu, the Exit command takes you out of Banner. In a form, the Exit command takes you
out of the form. In a query mode, the Exit command cancels the
query.
Appears on the left side of the screen
instead of the right.
Exit (CTRL + Q)
F5 File, Direct
Access
Activates a “Go To…” window, where users can navigate to another form
without having to return to the main menu.
Search (CTRL+SHIFT
+Y)
Help, Extract Data
Extracts data to an excel spreadsheet.
Export (SHIFT+F1)
Banner Student Query -Training and Reference Manual
Registrar’s Office, Banner Training
The University of Montana
July 2018
Banner 8 Icon
Banner 8 Keyboard
Banner 8 Menu
Explanation Banner 9 Icon Banner 9 Keyboard
Enter Query (F7) Query, Enter
Puts the form into query mode and lets you enter
search criteria to see what information is already in
the database.
Opens new form to add fields for
querying – more options.
Enter Query/Filter
(F7)
Actions/Export
F9 List of values
Lookup Values List of values (F9)
Banner 8 Icon
Banner 8 Keyboard
Banner 8 Menu
Explanation Banner 9 Icon Banner 9 Keyboard
F4
Record, Duplicate Copy Record .
Copy
Record (F4)
F3 Option, form
Drills down on some forms Drills Down on some
forms (F3)
Options menu
Related Forms Related(ALT+SHIFT+R)
Toggle Menu
Brings up Banner Main Menu
Toggle Menu (CTRL+M)
Toggle Open Applications
Forms previously opened in Banner
Toggle Open Applications
(CTRL+Y)
