Logging in and Navigation Overview



August 15, 2017IntroductionBanner 8 and Banner 9 are both operational in PROD. Anything entered in Banner 8 is available and Banner 9 and vice versa. It is expected that we will use Banner 8 until the end of this calendar year. We have been testing Banner 9 since last fall and find the following advantages:No oracle ID, no separate passwordNo additional nor less entry required on formsNo additional forms addedAmple warning for system time out – 30 minutesNo Java UpdatesChanges are navigational, blocks of information replaced with smaller sections. Drop down filters, sorting, arrows, pop up boxes, Go buttons added.We have found it helpful to work in both Banner 8 and Banner 9 when possible to do so. It will take time to adjust to the smaller sections and navigational changes.Some pages are still in transitionAt this time, only SSB queries have transformed to the new UIWe have time to adjustTraining Goals: Review Website supportDemonstrate navigation, searches, filters, folders and new menu optionsGroup Work - provide time for you to login, practice navigation, practice searches, run a budget reportVerify or edit your My Banner – be prepared for the changeReview Banner SSB 9 Website SupportAdditional Assistance for Banner 9: Materials for Banner 9: in and Navigation OverviewBest Browsers: Firefox and Chrome 9 users the APP Nav: Banner Home/Landing Page Overview Menu Options and Searches Menu contains Banner and My BannerKeyboard Shortcuts , bottom left of page- Handout Searching, Folders, Side Navigation, Menu options, Pop UpsType in Vendor in the Banner search field- notice vendor options.Select Vendor History QueryWhen using Banner for the first time current day, Terms of Use box – AcceptFolders located at top left show recently opened. Click on folder to see side nav view for Recently Opened. Click on folder again to close side nav.Select Search icon Type FTMVEND in search box. Click on the form name or use Enter key to travel to the vendor form. Note folder content is now 2To close the FTMVEND form, click on the X to the left of FTMVEND . You will be back on FAIVHIS. close FAIVHIS to return back to the Banner home page, note folder content is 2.Click on folder to view Recently Opened and select FTMVEND. On FTMVEND – note Related and Tools menu options. These have replaced the menu across the top of Banner 8 pages. Click Tools to view menu options re-click Tools to close. Sample warning boxes and how to clear-Select Tools>Display ID image Warning Block: Clear Warning by clicking on the box number 1 Reclick on 1 to view WarningClick the X button to return to the Banner home screen. Search for Vendor, Filters and Column sortingFrom the Banner Home Screen, type Invoice into the Banner search boxSelect Invoice/Credit Memo (FAAINVE)Type Next in the Document fieldSelect the dotted lines within the Vendor fieldChoose Entity Name/ID SearchBanner will put in you query mode click on number 1 to clear.First Section – Vendors is pre checked. Second Secton -within the Details section, open the Add Another Field dropdown to add the search fieldsEach row added will allow for logic (contains, equals, starts with) for the data entrySelect Last NameTo remove a field, use the to the far rightChange logic from Contains to Starts With and type in Smith for last nameSelect the down arrow Error Click on Box 1 to remove warning, then click Go Most FTIIDEN column allows sorting. Click on the column Headers to see how the sort works and which columns do not allow the option - !Caution Before you use the sort option, make sure your search criteria extracted on the form is as exact as possible, otherwise, your sort will take a very long time and/or you will need to close the session. Scroll down to the bottom of the page to view the number of records per page and options to change your view.Select FilterAdd First Name fieldEnter: JulieSelect GoSelect Filter AgainRemove First Name filterChange Last Name to: Dell MarketingSelect GoDouble Click on the ID number to bring Dell Marketing into FTMVENDMenu options are now listed within the Related and Tools returns you to the FTMVEND header.Related will be available when forms have additional form information, such as FOATEXT. Close Related by clicking Related again.My Banner (Firefox or Chrome)Navigate to the Landing PageOpen the side Menu If you do not have My Banner, type My Banner in a search field.Select My Banner Maintenance - GUAPMNUEnsure Oracle Form Module is within the Type fieldClick with an Object Selection object and travel to the last entry (OR stay on the first empty line)Use the Down Arrow on keypad to create an empty lineInsert the Objects (below) You may change the Object description to one more meaningful to youHandy to have: FOIDOCH, FPARCVD, FAAINVE, FGIBDST, FGRPDTA, FGRBDSC, FAIINVE, FGITBAL, FAIVNDH, FAIINVLBanner SSBSelect Budget – Banner 9 from IT Systems Logins Page.Review Favorites, Saved Queries and Shared QueriesBanner Menu in top left corner – click BannerCreate a New QuerySelect Query TypeChoose Organization Budget StatusFund = 1111Org = 302516Account = 7%Fiscal Year = 2018Fiscal Period = 14Save Query – give name. Option to save as favorite. Back to INB to review MyBanner and run reports.ReportingType FGRPDTA in the Banner SearchClick GoClick Next SectionUse the Arrow on keypad to travel down the param sections. Note the 1 of 2 changes. Change parameter values to your FOAPPage 1 of 2Click Next Section to be in the Submission sectionClick SaveA Log File alert will appearRelated – Review OutputClick File name …Click on .lis and click OkTools Show Document (Save and Print File)A pop up will appear click Yes FOIDOCHType Document History in the Banner Search filePO 2530249Click GoClick on Purchase Order Document NumberRelated – Query Document (by TypeClick Go to view the OrderClick the Next Section through the Purchase OrderClick X to return to FOIDOCHClick Start Over to search for a new document within FOIDOCHSelect University of Mary Washington to go home. ................
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