Banner 9 Transition

CaTS is in the process of upgrading administrative Banner services from Banner 8 to Banner 9. This is the latest release delivered by Ellucian that provides a modern user interface and moves us away from Oracle forms that will soon no longer be supported. Banner 9 is now web-based and can be accessed from any internet browser. Java will no longer be required to run Banner Services.

Please continue to follow this website for updates on the Banner 9 transition.


Benefits of Banner 9

Upgrading to Banner 9 provides many different benefits, including:

  • Fresh look and feel
  • Streamlined upgrades and conserved resources
  • New administrative pages and reports

Banner 8 vs. Banner 9

Log In Screen

Banner 8

Banner 9

 

Home Page

Banner 8

Banner 9


Informational Documents

These documents are posted as a reference during the transition from Banner 8 to Banner 9. Information contained in these documents may not necessarily be specific to Wright State University.


Training 

General navigation training for Banner 9 is currently being developed and will be offered to Wright State users soon! Watch your Wright State email for an announcement about when this training is available.The Informational Documents linked above provide more information about the transition from Banner 8 to Banner 9.

 


Tips & Tricks

Keyboard Shorcuts 

Action Banner 8 Banner 9
Application Navigator
Access Help Banner 9 keyboard shortcuts will work in Banner 8 if you are running Banner 8 with Application Navigator and have applied the keyboard shortcut configuration settings.  CTRL+M
Access Menu CTRL+Y
Display Recently Opened Items CTRL+SHIFT+L
Search CTRL+SHIFT+Y
Sign Out CTRL+SHIFT+F
Banner Document Management (BDM)
Add BDM Documents Icon or Menu ALT+A
Retrieve BDM Documents Icon or Menu ALT+R
Cancel Page, Close Current Page, or Cancel Search/Query (in Query mode) CTRL+Q CTRL+Q
Change MEP Context Not Applicable ALT+SHIFT+C
Choose/Submit ENTER ENTER
Clear All in Section SHIFT+F5 SHIFT+F5
Clear One Record SHIFT+F4 SHIFT+F4
Clear Page or Start Over

SHIFT+F7

 

F5
Count Query SHIFT+F2 SHIFT+F2
Delete Record SHIFT+F6 SHIFT+F6
Down/Next Record Down Arrow Down Arrow
Duplicate Item F3 F3
Duplicate Selected Record F4 F4
Edit CTRL+E CTRL+E
Execute Filter Query F8 F8
Exit CTRL+Q CTRL+Q
Expand/Collapse Drop-Down Field Click Field ALT+Down Arrow
Export Extract Data with Key or Extract Data No Key SHIFT+F1
First Page Not Applicable  CTRL+Home
Insert/Create Record F6 F6
Last Page Not Applicable CTRL+End
List of Values F9 F9
More Information ALT+H CTRL+SHIFT+U
Next Field or Item Tab Tab
Next Page Down Page Down Page Down
Next Section CTRL+Page Down ALT+Page Down
Open Menu Directly F5 CTRL+M
Open Related Menu Not Applicable ALT+SHIFT+R
Open Tools Menu Not Applicable  ALT+SHIFT+T
Page Tab 1
Page Tab 2
and so on
Not Applicable CTRL+SHIFT+1
CTRL+SHIFT+2
and so on
Previous Field or Item SHIFT Tab SHIFT Tab
Previous Page Up Page Up Page Up
Previous Selection CTRL+Page Up ALT+Page Up
Print SHIFT+F8 CTRL+P
Refresh or Rollback SHIFT+F7 F5
Save F10 F10
Search or Open Filter Query F7 F7
Select on a Called Page SHIFT+F3 ALT+S
Toggle Multi/Single Records View Not Applicable  CTRL+G
Up/Previous Record Up Arrow Up Arrow
Workflow
Release Workflow Icon or Menu ALT+Q
Submit Workflow Icon or Menu ALT+W

Frequently Asked Questions

Find answers to the most common questions about the Banner 9 transition.

  • What changes should I expect to see in Banner 9 for Human Resources?

    Banner 9 brings with it a new user interface (UI) and improved navigation and accessibility. The Banner 9 administrative applications-including Banner Human Resources, Banner Finance, Banner Student, Banner Accounts Receivable, Banner Financial Aid, and Banner Advancement - all now have a consumer-web feel. Users will benefit from an intuitive, modern experience, whether they're accessing applications via mobile, portal, or self-service interfaces. Each application includes usability improvements, easing the learning curve and reducing the need for training. Power users, too, will gain enhanced usability and navigation without losing their familiar business rules and shortcuts. It will also give you greater flexibility as you'll be able to run Banner on any browser or tablet. So while the administrative applications have a new look and feel, the functionality still works in the same familiar way. You will not need to learn a new application; you will just learn new navigation. 

    In addition to an updated user experience in the administrative Human Resources application, there are several Banner 9 self-service application updates for Human Resources.

    Employee Profile - An intuitive entry point for employees to access their personal, employment, and job-related information.

    Position Description - Time-saving functionality for creating, editing, standardizing, routing, and approving position descriptions in Banner Human Resources, making posting on multiple job-search sites faster and mroe efficient. Position Description feeds into the Ellucian Talent Management component.

    Labor Redistribution - Newly streamlined tools for initiating a labor redistribution in Employee Self-Service, routing it for approval, and maintaining the history for audit purposes.

    Effort Reporting - Now streamlined - an efficient process for reporting on effort charged to grants and facilitating A-21 compliance. 

  • What training will be needed to use the new system?

    Very minimal training is needed for the new user interface. For the forms, Banner 8 to Banner 9 was a 'one to one' form replacement, so all fields and completion processes will be the same for users. Think of this move as moving from an older version of an email browser (like Gmail or Yahoo) to a newer version. Most users have been able to pick it up with little to no training. 

  • What changes should I expect to see in Banner 9 Finance?

    Banner 9 brings with it a new user interface and improved navigation and accessibility. The Banner 9 administrative applications - including Banner Human Resources, Banner Finance, Banner Student, Banner Accounts Receivable, Banner Financial Aid, and Banner Advancement - all now have a consumer-web feel. Users will benefit from an intuitive, modern experience, whether they're accessing applications via mobile, portal, or self-service interfaces. Each application includes usability improvements, easing the learning curve and reducing the need for training. Power users, too, will gain enhanced usability and navigation without losing their familiar business rules and shortcuts. It will also give you greater flexibility as you'll be able to run Banner on any browser or tablet. So while the administrative applications have a new look and feel, the functionality still works in the same familiar way. You will not need to learn a new application, you will just learn new navigation. 

    In addition to an updated user experience in the administrative Finance application, there are several Banner 9 self-service application updates for Finance:

    My Finance Query - a streamlined and completely redesigned application that presents your query results in an easy-to-read format, with configurable health indicators on each line item. 

    Direct Deposit - offers mobile-ready functions and improved usability to streamline the entry of direct-deposit information for employees and students. 

  • What changes should I expect to see in Banner 9 for Student and Financial Aid Administration?

    Banner 9 brings with it a new user interface and improved navigation and accessibility. The Banner 9 administrative applications - including Banner Human Resources, Banner Finance, Banner Student, Banner Accounts Receivable, Banner Financial Aid, and Banner Advancement - all now have a consumer-web feel. Users will benefit from an intuitive, modern experience, whether they're accessing applications via mobile, portal, or self-service interfaces. Each application includes usability improvements, easing the learning curve and reducing the need for training. Power users, too, will gain enhanced usability and navigation without losing their familiar business rules and shortcuts. It will also give you greater flexibility as you'll be able to run Banner on any browser or tablet. So while the administrative applications have a new look and feel, the functionality still works in the same familiar way. You will not need to learn a new application; you will just learn new navigation.

    In addition to an updated user experience in the administrative Student application, there are several Banner 9 self-service application updates for Student.

    Attendance Tracking - Offers faculty members an easy, all-new tool for documenting student attendance, saving the registrar and financial aid officers' time.

    Advising StudentProfile - Now consolidates a student's profile, education, and career path on a single page. It is newly accessible to advisors and students, allowing for truly personalized advice that helps students make better academic decisions.

    Student Self-Service - Now includes Class Roster and View Grades functionalities:

    • Class Roster lets faculty members review their students' academic profiles and schedules, communicate with students over email, print class rosters, and more.
    • View Grades lets faculty members, students, and their advisors view a student's academic progress.

    Faculty Grade Entry - Now offers faculty members mobile capability for entering assignment grades and posting midterm, final, and incomplete grades. The application can then automatically compute a final grade. To make things even easier, faculty members can also import grades directly from their existing spreadsheets or their learning management system.

    Registration - Has been updated with intuitive registration tools and a mobile-friendly design to make it easier than ever for students, advisors, and administrators to use. 

  • What is new with the Banner 9 Administrative Applications?

    The Banner 9 Administrative Applications provide a modernized user interface, improved navigation, and accessibility with cloud-ready solution architecture. With this additional ease of use, you may choose to broaden the types of users engaged on the system for more efficient automation.

    Key Features Include:

    • Navigation Improvements
      • Filtering
      • Lookups/Searching
      • Multiple Record Views
      • Favorites and Recently Viewed
      • Collapsing of Sections Within a Page
    • Modernized User Interface
    • Customized Branding
    • Improved Extensibility Framework
    • Tablet Friendly
  • What Administrative Applications are available in Banner 9?

    All Administrative Applications are available in Banner 9.


Updates

Banner 9 Upgrade Coming Soon!

Tuesday, July 25, 2017
Wright State is commencing the upgrade to Banner 9 for Wright State Faculty and Staff.