Navigating Banner pages

Owned by Denise Kidd
Last updated: Sept 17, 2024
5 min read

Navigating the landing page

Accessing Banner

Use the Banner 9 link in the Administrative section of the Gibson Staff tab.

About the landing page

The unified menu panel is present globally throughout Banner and allows you to access:

  • Menu - Toggle to display/hide icon names

  • Dashboard - Returns you to the Banner landing page from any screen.

  • Applications - View Banner, My Banner, and Banner Self-Service menus and select pages.

  • Search - Find screens using keywords or the several letter identifier. Results display after entering three characters.

  • Recently opened - View a list of recently-access screens. The number on the folder shows a count of opened pages.

  • Help - View online help for Banner 9 administrative applications. The help icon is only active when a page is open.

  • Sign out - Click to log out of Banner.

  • Profile - View/select preferences and identify settings

Navigating pages

Key block and page header

Only the page’s key block displays initially. Enter required information, then click Go execute the page. A screen’s key block required information can vary by screen.

The page header provides easy access to key functions including:

  • X - close the page

  • ADD/RETRIEVE - Used with Banner Document Management (BDM)

  • RELATED - Displays a list of pages related to the open pages. Select from the list or Search for a specific page.

  • TOOLS - Perform standard actions and options for the page currently displayed.

Page elements

The key block collapses and Go is replaced with Start Over.

  • Tabs - Organize information by content area. Tabs are active unless grayed out.

  • Sections - Provide details about the ID/Code in the key block. When active, actions such as Insert, Delete, Copy, and Filter can be performed. Sections are identified by a triangle icon which can be clicked to expand or collapse sections. Note: Depending on the screen, you will see More Information that holds supplemental data.

Page footer

The page footer provides access to additional navigation tools and information.

  • Next Section/Previous Section - Use these buttons to move between sections or tabs on a page.

  • Save - Save any changes you’ve made to the screen.

  • Record Count - Indicates the number of records displayed.

  • Table/Field Name - Displays at the very bottom of the page for quick reference.

Searching for and filtering data

Performing a lookup

The Lookup button allows you to quickly search for a value for a field. Not all fields have a lookup button.

Click the Lookup button in the selected field.

A list of values displays. To narrow down the results, type a value in the Criteria field and press Enter on your keyboard.

To return a value to the selected field, highlight the correct value and click OK. or double-click on the selected value.

Filtering data

You can query data in a section by clicking the active Filter button in the section header. Note that in some cases, when you click the Lookup button, you will be presented with the Filter window as well. There are two filter types: Basic and Advanced.

Basic filter

Use the Basic Filter to specify search criteria using pre-defined search fields.

In the fields that display, enter or select a value for each field on which you want to search. To return all records in the system, just click Go without entering any filter criteria you may add basic operators when entering data in text fields (see below).

Click Go to display the results.

Click the Filter Again button (on the Search Results window) to further refine your search.

Notes

  • Remove search fields by clicking the Minus Sign button associated with the field or click the Clear All button.

  • Add search fields by selecting from the Add Another Field drop-down list.

  • Add operators, or wildcards, when entering values into text fields. If you enter operators here and click the Advanced Filter link, the operators are retained. This works in refers as well:. Ener operators on the Advanced Filter window and click the Basic Filter link and all operators are retained.

    • Operator conventions

      • %D% - contains D

      • D% - starts with D

      • %D - ends with D

Advanced Filter

Use the Advanced Filter to specify filter data using structured query type operators.

  • For each filed on which you want to search, click the Operator drop-down arrow and select the appropriate operator. The available operators depend on the type of field selected(numeric, alphanumeric, date, checkbox, or other).

  • Enter a value for the field you selected (in the blank field to the right of the Operator field).

  • Repeat the previous steps until all filter criteria are entered.

  • Click Go to display the results.

  • Click the Filter Again button (on the Search Results window) to refine your search results.

Notes

  • Remove search fields by clicking the Minus Sign button associated with the field or click the Clear All button.

  • Add search fields by selecting from the Add Another Field drop-down list.

  • If you enter operators here and click the Basic Filter link, the operators are retained. This works in reverse as well.

 

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