Banner Reference and Support
Learn about Banner applications, review training materials, or reference general banner information.
Banner Training & General Information
Banner terminology
Fine-grained-access control (FGAC). FGAC allows more control over the records a Banner user may view and/or change.
Learner. Learner was chosen to encompass both the traditional student (someone 18 to 22 years of age pursuing an undergraduate degree), as well as someone pursuing additional education for a variety of reasons, such as someone taking UC Davis Extension courses for personal fulfillment or pursuing a certificate for their job.
Outcome. Outcome identifies the results a learner expects to obtain after their educational experience with UC Davis (i.e., degree, certificate, etc.). This change exists within each form and within the documentation but does not affect form names (i.e., SGASTDN is still the General Student Form) or menu names.
Personally identifiable information (PII). Banner allows PII to be hidden or masked (for example, social-security numbers), if the Banner user's job does not require access to the information.
SGASTDN. SGASTDN displays the current record for the student. Scroll bars will allow the user to view the history of the student's programs, majors, and minors. SGASTDN is now divided into three sections:
- General Learner: Term, Status, Student Type, Classification, FT/PT Indicator
- Curricula Summary: Program Details, Catalog Term
- Field of Study: Major, Minor, and Concentrations.
Banner training/refreshment courses
Three Banner training courses are available online at the UC Learning Center
- Banner: Forms and Navigation
- Banner: PTA Online Training
- FERPA: Student Privacy, Confidentiality and Data Security
These courses may be retaken at anytime. To access these courses, please use the above link and use the 'Search' box to enroll in the online courses.
Using Banner
Accessing the Banner Help menu
Banner On-Line Help displays information for the current field or form.
To use Banner Online Help
Select "Help Icon" which will open a new tab with information about the form you are currently in.
Banner Short-Cuts
These short-cuts will greatly improve your performance with certain common functions in Banner (Save, Next Bloc, Insert Record, Enter Query, etc) without relying on the mouse.
| Action | Key |
| Cancel Page, Close Current Page, or Cancel Search/Query (in Query mode) | CTRL+Q |
| Choose/Submit | ENTER |
| Clear All in Section | SHIFT+F5 |
| Clear One Record | SHIFT+F4 |
| Clear Page or Start Over | F5 |
| Count Query | SHIFT+F2 |
| Delete Record | SHIFT+F6 |
| Down/Next Record | Down Arrow |
| Duplicate Item | F3 |
| Duplicate Selected Record | F4 |
| Edit | CTRL+E |
| Execute Filter Query | F8 |
| Exit | CTRL+Q |
| Expand/Collapse Drop-down Field | ALT+Down Arrow |
| Export | SHIFT+F1 |
| First Page | CTRL+Home |
| Insert/Create Record | F6 |
| Last Page | CTRL+End |
| List of Values | F9 |
| More Information | CTRL+SHIFT+U |
| Next Field or Item | Tab |
| Next Page Down | Page Down |
| Next Section | ALT+Page Down |
| Open Menu Directly | CTRL+M |
| Open Related Menu | ALT+SHIFT+R |
| Open Tools Menu | ALT+SHIFT+T |
| Page Tab 1 | CTRL+SHIFT+1 |
| Page Tab 2 | CTRL+SHIFT+2 |
| and so on | and so on |
| Previous Field or Item | SHIFT + TAB |
| Previous Page Up | Page Up |
| Previous Section | ALT+Page Up |
| CTRL+P | |
| Refresh or Rollback | F5 |
| Save | F10 |
| Search or Open Filter Query | F7 |
| Select on a Called Page | ALT+S |
| Toggle Multi/Single Records View | CTRL+G |
| Up/Previous record | Up Arrow |
| Application Navigator | |
| App Nav - Access Help | CTRL+M |
| App Nav - Access Menu | CTRL+Y |
| App Nav - Display recently opened items | CTRL+SHIFT+L |
| App Nav - Search | CTRL+SHIFT+Y |
| App Nav - Sign out | CTRL+SHIFT+F |
| Workflow | |
| Release Workflow | ALT+Q |
| Submit Workflow | ALT+W |
Date Field
In a lot of date fields, entering a single, non-numeric character followed by Enter or Tab will display the current date. For example, entering T will give Today's Date and S will give System Date. In addition, if you enter a question mark (?), Banner will tell you today's date.
If you enter a two-digit number in a date field, Banner assumes the current month and year. For example, if the Month is May and the year 2013, 05-MAY-2013 has the shortcut 05.
Go To Field
Within the Go To... field, there are a few shortcuts that can be used to save some time.
- Enter SITE to navigate to the site map.
- Enter TREE to navigate from the site map to the product tree.
- Enter REFRESH to return the the Banner menu, even if you are buried deep inside other menus.
- Press Up or Down arrow keys to navigate to any of the last 10 forms you accessed.
Count the number of results in a query.
Know how many records match your query criteria before you execute the query.
To use Count Hits
In Banner you will see the "hits" at the bottom bar:Printing to an output file (e.g. Pdf)
There is a big advantage when using a Web Browser to display your output. A Web Browser gives you the ability to do different task, such as saving as a .pdf.
Printer
In order to have the output for your process to be displayed, you would need to choose the printer DATABASE.
Run the Process
Hit F10 or click Save to run the process and note the Log file and List file at the bottom left hand side of the screen
Form GJIREVO
Go to the form GJIREVO. From here choose the file name that ends with .lis. This can be found within the File Name menu bar.
Show Document
-
- Once your information is displayed within Banner, choose Options > Show Document from the title bar.
-
- A popup window will be displayed asking you if you want your output to be shown in a browser. Choose Yes.
Printing to an output file (e.g. Pdf)
- From here, your internet browser will open and display your output. You can choose to save this output as a .pdf or any other format.
Searching for Forms:
In Banner, you can simply search by form name or form description in any of the search bars.
To use Dynamic Help
- Select the Tools icon.
- Select Item Properties.
- Information displayed will have information about the field you have highlighted.
Using QuickFlow to open forms in a sequence
QuickFlow is used by setting up forms in the order they are to be used and then can run through the forms quickly. With QuickFlow, you can access a set of forms in a specific sequence.
To use QuickFlow
-
- From the Application Navigator (Banner) home page search for the QuickFlow application form (GUAQFLW).
-
- Enter the QuickFlow Code. Click the (...) icon to search for pre-defined QuickFlow.
-
- Click Select to select a QuickFlow and return to the previous form.
-
- Click Start; this will open the first form defined in the QuickFlow Set-Up.
YRRSQLJ Process
If you do not know how to use the Job Parameters in your SQL scripts within the YRRSQLJ process, this is a step-by-step guide that can assist you.
Setup
Parameter 01 - SQL Name
Name of the SQL Script.
In this example we are going to use the following file:
yrrsqlj_test.sql
Parameter 02 - SQL Directory
Directory where the SQL Script is located.
The directory is going to be the home directory of the user:
/home/user
Parameter 03 - Jacket Name
Name of the Jacket SQL Script.
The Jacket SQL Script we are using is as follows:
yrrsqlj_jacket.sql
Parameter 10 - Aid Year Code
The 4 digit Aid year code.
Aid year code for this example:
0809
Parameter 11 - Term Code
The 6 digit Term code.
Term code for this example:
200810
Parameter 12 - Application Name
The name of the application where the selection is defined.
The application for this example:
FINAID
Parameter 13 - Selection Name
The name of the population selection to be updated.
The population for this example:
NEG_UNMET_NEED_0809_UG
Parameter 14 - Creator ID
The user ID who created the population selection definition.
The Creator ID we are using for this example:
CCOIL
Parameter 15 - User ID
The user ID of who owns the population.
The User ID we are using for this example:
EJWEBB
Parameter WT - Lock Timer
Number of minutes to wait for lock.
For this example we are not using any locks:
-1
Parameter Example:
Output File
Processing : /home/user.yrrsqlj_jacket.sql YRRSQLJ 6122071 /home/user/yrrsqlj_test.sql
Output file: /usr/spool/jobs/yrrsqlj/yrrsqlj_yrrsqlj_test_130605_1519_6122071.lis
Output File Contents:
#########
XXXXXXXXX
YYYYYYYYY
3 rows selected.