Banner 9 Admin Transition

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 more 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. 

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. 

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. 

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 Student Profile - 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. 

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

All Administrative Applications are available in Banner 9.

QuickFlows will still be available in Banner 9 Admin. For information about creating and using QuickFlows, visit the Banner 9 website. 

A name search is a way to look through the Banner system to find the ID of a person or organization, with an unknown UID, that may have records within the system.

Important Information about Name Searching:

• Name Searching is not case sensitive
• Name Searches can be done from any form that requires a UID
• Enter as few letters in the name as possible to get the broadest search
• Be cautious of multiple spellings of names 

Banner 9 only requires you to highlight the record you want to copy and select the Copy action (F4). 

You must have your cursor active in the section you want to use the action in. If these actions are not available for that section, they will remain deactivated.  

Sign out of Application Navigator using the Sign Out link in the upper right corner. Access Banner 9 Admin again, OR clear your browser cache and cookies. Close your browser windows and access Banner 9 Admin again.

You can view instructions on how to clear your browser cache and cookies at https://support.google.com/accounts/answer/32050?co=GENIE.Platform%3DDes....

If you want a more permanent solution, change your browser settings to always delete cookies when you close the browser. 

Unlike Banner 8 admin, Banner 9 Admin is not browser dependent. You may use Firefox, Chrome, or Microsoft Edge to access Banner 9. It is not recommended that you use IE for Banner 9. IE has been reported to not fully support the latest web technology.  

If you have pop-up blockers turned on, check to make sure that your browser has not blocked the pop-up window. If the content was blocked, accept the content and try Show Document again.  

Click on the menu icon to toggle the menu display on and off. This applies to all icons and items in the page header that use a dropdown display (Menu, Search, Recently Opened, Related, Tools). Each toggles on and off with a mouse click or shortcut key. 

Under Tools and Page Layout you can toggle your page layout between Expanded (more white space) and Compact view. You can also use Ctrl- and Ctrl+ to decrease and increase the font size in your browser (Zoom). 

In Banner 9, Blocks are now Sections. The Next Section, Previous Section arrows are located in the lower left corner of the page. The SAVE/CANCEL/SELECT buttons are located in the lower right corner of the page, depending on the page. 

• The % sign is used as the wildcard
• ALWAYS use the wildcard
• You may use more than one wildcard in each name field
• Wildcards may be placed anywhere in the name field • Without the wildcard the system will look for an exact match Example:

You can do this by going to General User Preferences Maintenance (GUAUPRF) and under the Display Options section, check the box for “Display Form Name on Menu”.

You can do this by going to General User Preferences Maintenance (GUAUPRF) and under the Data Extract section, check the box for “Include Header Row in Data Extract”.

Go to Object Maintenance (GUAOBJS) and Filter on Type Equals FORM.

• To view the Process output in a separate browser window, access the Tools menu (via clicking on the Tools button at the upper right or Alt+Shift+T).
  • Within the drop-down Tools menu, select the Show Document (Save and Print File) row (via clicking on it, or using down+arrow and then clicking Enter).
  • Depending on your Data Extract format setting in GUAUPRF Directory Options:
    • If set to FILE:
      1. A Notification appears to ask if you wish to continue. Click Yes.
      2. A new web page will appear, from which you can use the Browser to search, save, print, etc.
      3. Close browser tab/window to return to GJIREVO
    • If set to WEBUTIL:
      1. A Notification window will come up asking you to Save File
      2. After clicking on Save File, your file will download and appear in the lower left status area of your browser window.
      3. You can open your file or go to your Downloads folder to view/print the file.