BANNER 9 ‐ NAVIGATION GUIDE

EIU Adaptation of Ellucian Guide

User Name

* Please note that, while Banner 9 supports all current browsers, EIU’s Information Technology
Services (ITS) recommends using Google Chrome for best performance. In order to enable pop‐
up windows in Chrome for Banner 9, type chrome:settings/content/popups in the address bar.
Add banner.eiu.edu to Allow list.
See screenshot on next page…

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Application Navigator
Application Navigator provides a single interface to seamlessly navigate between Banner 9 JAVA pages
and Banner 8 Oracle forms.

Sign in to the Application Navigator using your NET ID and PASSWORD. The following features will be
available after log‐in:

 Menu Icon (CTRL+M) – The Menu icon is located in the upper‐left corner of the application.
Clicking this icon opens the Banner Menu. Two options will then become available: Banner will
display all of the available modules and My Banner will display your personal list of pages. Select
the page you are interested in opening and click Enter.
 Search Icon (CTRL+Shift+Y) – The Search icon is also located in the upper left corner,
just to the right of the Menu Icon. Clicking on this icon opens the Search window. You can
then navigate to a desired page by entering the descriptive name or seven‐letter Banner
acronym of the page and pressing Enter.
 Recently Opened Icon (CTRL+Y) – The Recently Opened icon is right‐side adjacent to the
Search Icon. It appears, along with a number representing the total count of pages opened, after
you have launched the first page in a session.
 Home Page – Displays the name of the university and links back to
the Application Navigator landing page.

 Banner User Name – Displays the Banner Username of the person logged into
the account.
 Search box in the center of the page (CTRL+Home) – Like the Search Icon, you
can enter either the descriptive name or the Banner acronym for a page in this box.
 Help Icon – Displays help information for page currently being viewed.

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  Keyboard Shortcuts – The Application Navigator page includes the following
set of shortcuts in the bottom right corner of the page:
CTRL+M (Displays the Menu)
CTRL+Y (Displays the open items)
CTRL+SHIFT+Y (Search)
CTRL+SHIFT+L (Help)
CTRL+SHIFT+F (Sign Out)

* It is important to remember to use the Sign Out link [ ] in the upper right corner when
closing the application instead of closing your browser to ensure that you are logged out of the
session. Once logged out, you should receive the following message:

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 Basic Navigation
The basic navigation of each page includes the page header, key block, sections, and user activity:

User Name

1) Page Header

The page header is part of the basic navigation and contains the following items:

1. Page close icon ;

2. Page title, which is formatted according to the preferences established on the User Preference
(GUAUPRF) page;
3. Add and Retrieve icons, which are used with Banner Document Management;
* While Banner Document Management is installed at EIU, you may not have user access.

4. Related Menu, which displays a list of pages you may want to reach from this page – such as
output from a process you executed (Options Menu in Banner 8);
5. Tools Menu, which includes refresh, export, print, clear record, clear data, item properties,
display ID image, and other options controlled by the page.

Options Menu

Part of the Tools Menu, Options may list either different tabs that are available for a particular page
or different sections within a page.

Page Layout

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 This selection is available from the Tools Menu (Alt+Shift+T). There are two different layout options
to choose from:

Compact (default) – reduces excessive white space and increases amount of information visible
on a page, limiting the need to scroll vertically;

Expanded – displays pages with increased white space and reduced information visible per page;
may require scrolling to view all information.

Notification Center

The Notification Center is located to the right of the Tools Menu and displays the following types
of information as needed:

o Successful save of data (Green with encircled checkmark)

o Warning messages (Yellow with yield sign and exclamation mark)

o Error messages (Red with encircled exclamation mark)

o Informational messages (Blue with encircled letter “i”)

Highlighted box indicates number of messages to be corrected to continue in the page:

Click in the numbered box to open or close the Notification Center.

2) Key Block

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The first block on most pages contains key information. The key block determines what data is entered or
displayed on the rest of the page. All the information on the page is related to the key block. The key block
stays on the page as subsequent sections are displayed.

When the cursor is in the key block, the information is displayed in a column format. When you leave
the key block, the fields in the key block are disabled. When you leave the key block by clicking the Go
button, the data is rearranged into a linear format.

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 [ ].
3) Sections
Pages are divided into sections that contain additional details for the key information. A section can
represent one record or multiple records depending on the type of information you are using. Each section
contains related information.

Sections of data are accessed by scrolling up and down the page. They can be opened or collapsed by
clicking on the arrow on the far left side of the section header. Some sections are accessed by using tabs
that group information in a meaningful way.

Header Icons

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
 Filter. Use this to filter records in the section

In addition to these, a More Information button may be available on select pages. This
replaces the Banner 8 equivalent light bulb icon.

Required Fields

An asterisk (*) displayed next to a field name indicates that the field requires a value before you can
continue the page. The system uses the definition of the field as it is used in the application to determine

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if it is required. For fields that use conditional logic, the asterisk (*) is not displayed. If you leave a section
or page without entering information in a required field, the page notifies the individual in the Notification
Center, requiring the user to perform some additional action.

Sort Order

In a grid layout, values for a field can be sorted by column. When a column is selected, the title of
the column will appear in italics. An up or down arrow next to the column field name indicates the
current sort order for the field (e.g. ascending/descending). Clicking the field label reverses the sort
order for the column.

Dates
You can either enter the date directly or use the calendar icon for selection. The date format is
mmddyyyy. To enter the current date, type any letter and [Tab] (see Shortcut for Entering Current
Calendar Date below)

Shortcut for Entering Current Calendar Date

When entering the current date in a date field, typing any alpha character in the box and pressing the
Enter/Return key will bypass the calendar lookup and automatically load the current day’s date.

Option List

Pressing this button next to a field will display the Option List. This list provides search features for quick
lookup of a field value.

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The option list gives the choice of executing a Person Search, a Non‐Person Search, or an Alternate ID
Search. The primary function we’ll be using is Person Search. This function allows searches to be made
by ID, Last Name, First Name, Preferred Name, Middle Name, Change Indicator, and Type.

 Wildcard Lookup
When utilizing the search function, you may perform either exact match lookups or partial match
lookups when some of the information is unknown. To perform a partial match lookup, you will
use a “%” to replace the unknown information. For example, when searching for a student with
an incomplete ID number, you may enter the known information as E1250%%45.

Filtering Data

Filtering data in a section is possible if there is an active Filter icon in the upper right corner of the
section header. Use the following steps to filter data in a section.

 Filtering Procedure
1. Click the active Filter (F7) icon for the section.

2. Choose the field you want to filter from the Add Another Field drop‐down list.
* When searching for data, you must enter at least one field to generate results.
3. Choose an operator from the drop‐down list. Operators include Contains, Like, Starts With,
Ends With, Equals, Not Equal, Not Equal or IS NULL, IS NULL, IS NOT NULL. The available
operators depend on the type of field (numeric, alphanumeric, date, check box, or other).
The Contains operator is available for alphanumeric and other fields only. The Between
operator includes the values entered. For codes “between” 1 and 5, the values 1, 2, 3, 4, and
5 are considered. Required fields do not use the Is Null and Is Not Null operators.
4. Enter a value for the field that you have selected.
5. Optional: If you want to include additional fields in the filter criteria, choose field from the
Add Another Field menu, select an operator, and enter a value for the field you selected.
Repeat this step until all filter criteria are entered.

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 6. When all filter criteria are entered, click Go (F8) to execute the query and display the filter
results. The number of records retrieved is displayed at the bottom of the section. The
results for a field can be sorted in ascending and descending order by clicking on the field
label in the column header. You can reverse the sort order by clicking the field label.

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 in the upper right corner of the filter window to close the filter.

 Pagination Controls

Data in Banner can be viewed one record at a time or in a grid, depending on the page properties. When
viewing one record at a time, you can page through the records using the pagination controls (first, last,
next, previous, or specific page number).

 Multiple Records in a Section

If multiple records exist in a section, you can select the drop down arrow in the Per Page dialog box to
view more than one record at a time.

Buttons
Banner transformation includes several buttons.

Button Function
Go (F8) Use the Go button to advance to the body of the
page after populating the key block.

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 Save (F10) Use the Save button to save changes on the page.
The Save button is located on the bottom right
corner of the page.
Section Navigation Use the Next Section button to navigate to the
Next Section (Alt+Page Down) next block of data. Use the Previous Section
Previous Section (Alt+Page Up) button to navigate to the previous unit of data.
The Next Section and Previous Section buttons are
located at the bottom left of each page.
Select (Alt+S) and Cancel (Ctrl+Q) Use the Select button to select and retrieve data
from a called page to the current page. Use the
Cancel button to return to the called page without
retrieving any data. When you need to go to a
secondary or called page to retrieve data, the
Select and Cancel are presented at the bottom of
the page.
Start Over (F5) Use the Start Over button to return to the key
block of the page.

4) Section Navigation and User Activity

1 2 3 4 5

At the bottom of each section are button icons and an information display about the designated page.
These may be used for navigation to additional information and may include dialog about actions that
are required for that page.

1. Previous Section button: Navigates backwards in the sections (Alt+PageUp).

2. Next Section button: Navigates to the next section of the page (Alt+PageDown).
3. Activity Date: Shows date and time associated with last recorded save.
4. Activity User: Shows name of account user creating or modifying the record.
5. Save button: Used for saving your data.

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 Banner Printing
In order to print a banner screen, first navigate to the Tools Menu and
select the Print (Ctrl+P) action. This will open a print dialog box where
you can select the desired printer. On this menu, you can alternatively
choose to access your own computer system’s printer dialog box.

Exporting Data from Banner

Banner makes it very easy to export data. Once you have accessed a desired page, go to the section
from which you wish to export. Next, select the Tools Menu to view Export button. Lastly, save the
export‐ready document.
Following is an example of how to export class roster data from SFRSLST:
In the Key Block, click Go (F8).

SFRSLST

User Name

1). In the PRINTER CONTROL section, select DATABASE in the Printer dialog box.

2). In the PARAMETER VALUES section, enter the desired term and CRN #.

3). Click the Next Section (Alt+Page Down) button (arrow down) in the Section Navigation area.

4). Click the Save (F10) button in the bottom right corner of the Section Navigation.

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 SFRSLST results (1 of 5)

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3 4

Click on the Related (Alt+Shift+R) button in the Page Header bar and select Review Output [GJIREVO].

SFRSLST results (2 of 5)

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Click on the desired file in the Available Files dialog box.

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SFRSLST results (3 of 5)

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Select the Tools button from the Page Header bar.

SFRSLST results (4 of 5)

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With the Tools button highlighted, select the Export (Shift+F1) action.

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SFRSLST results (5 of 5)

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Google Chrome

When exporting from Google Chrome, you will receive the following download dialog box.

Chrome will automatically download your file after which the file name will appear at the bottom left of
the screen. From this box, you can choose to open either the file or the containing folder.

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 My Banner Personal Menu (GUAPMNU)

Use this page to create a personal menu tied to your Banner user ID. A personal menu contains the
pages, jobs and menus that are most important in your daily work. Once the personal menu is created,
you may access it from the main menu. This page will contain three parts:

The Left Pane – Lists the available pages, jobs or menus that may be added to a personal menu. When
you select an object type from the pull‐down list above this pane, a list of associated objects appears in
the left pane.

The Middle of the Page – Contains buttons used to insert your selections, remove selections, insert all
items listed from the left pane, and remove all items from the right pane.

The Right Pane – Lists the contents of the personal menu. The field above the right pane shows the
Banner user ID associated with the person logged on to the system.

To add objects to a personal menu, select names in the left pane by double‐clicking them, and then use
the Insert or Insert All button. To remove objects from a personal menu, select names in the right pane
by double‐clicking them, and then use the Delete or Delete All button.

Shortcut to creating your My Banner list:

Beginning with the Object Selection panel (the right panel), select the first open record. This is displayed
as a box with a cursor available. Enter the seven character page and arrow down to create the next
record. You may enter as many pages as you wish. Remember to select Save before exiting the page.

You will have to sign out and sign back in to see changes in your My Banner.

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 Keyboard Shortcuts:

Function/Button Keyboard
Home Shift + Home (returns to Main page)
Go Enter
Save F10
Help Ctrl + Shift + L (pop‐up window)
Tools Menu Alt + Shift + T
Lookup F9
Filter F7
Go (on Filter) F8
Select Alt + S
Edit Ctrl + E
Duplicate Item F3
Count Query Shift + F2
Insert Record F6
Next Record Down Arrow
Previous Record Up Arrow
Clear Record Shift + F4
Duplicate Selected Record F4
Delete Record Shift + F6
Next Block/Section Page Down
Previous Block/Section Page Up
Next Field Tab
Previous Field Shift + Tab
Clear Field Backspace
Clear Data Shift + F5
First Page Ctrl + Home
Last Page Ctrl + End
Tab Selection Ctrl + Shift + 1 (2, 3, 4…)
Cancel (window) Esc (When a window is open and a
Cancel button is displayed, the
Escape key can be used to close
the window.)
Start Over F5
Export Shift + F1
Print Ctrl + P
Exit Ctrl + Q

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Below are screenshots of some commonly used banner pages:

GUISRCH

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GUISRCH results

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‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐

SFAREGS

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SFAREGS results

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‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐

SFARHST

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SFARHST results

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‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐

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SFRSCHD

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‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐

SSASECT

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SSASECT results

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‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐

SGAADVR

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SGAADVR results

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‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐

SIAASGN

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SIAASGN results

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‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐

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SOATEST

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SOATEST results

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‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐

SFAREGQ

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SFAREGQ results

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‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐

SGASADD

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SGASADD results

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‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐

SGASTDN

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SGASTDN results

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‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐

SPAIDEN

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SPAIDEN results

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