Banner Basics Hub

To help ensure only authorized users access Banner, a username (myWSU ID) and a password are required to logon. 

• User Name: your myWSU ID 
• Password: your myWSU ID password 

Welcome Page 

• Use the Search in the middle to access Banner pages 

 

• There are 2 Search options:  

The search icon in the left menu has the same search options as what is available on the main Welcome screen. 

• Search is the default option, search using either description or page name 
• Direct Navigation use to navigate to the Banner page by entering full Banner page name 
• Menu options:  Click the Menu Icon in the upper left to access Banner menu options. This button also toggles your screen back and forth.
• Click Applications Icon to open and access Banner menu and My Banner.
• Select the Magnifying Glass icon in the upper left to Search by either page description and name.
• Access previously opened Banner Pages using the Recently Opened folder
• Help provides
  • Page Help
  • Keyboard Shortcuts 
  • Ellucian Privacy policy Information  
• Favorites allows users the ability to mark and unmark their favorite Banner pages to appear in this section. 
• Sign Out icon will sign users out of the Banner system.

 

To open a Banner page 

• Select page and complete Keyblock information 
• Click Go to populate page 

 

 

Related Pages 

Connected Banner Pages are available using Related Pages in the upper right 

 

 

Tools Icon  

Actions and Options are available using the Tools Icon in the upper right. 

 

 

Exit Banner Page 

To Exit a Banner page: 

• Click on the Exit icon (white X) in the upper left of the page 

 

Message Center 

Messages show in the upper right corner of the Banner pages. 

• Green messages contain successful completion of procedure 
• Yellow are warnings 
• Red messages are errors and must be resolved to continue.
• To hide the message, click on the number above the message in the upper right corner 

My Banner (GUAPMNU) is used to create and organize (update) your personal My Banner menu. Both frequently and infrequently used Banner options can be added for easy access. 

Training and Security 

WSU folders are based on an individual’s completed training sessions and Banner security. Training is required to gain access to Banner options.  Examples of *WSU menu folders include: 

*WSUSTUADM WSU Student and Admissions Inquiry 

*WSUPERMHOLD WSU Permissions and Holds 

*WSUSB WSU Schedule Building 

*WSUREQ WSU Requistions 

*WSUHR WSU Human Resources 

 

Tips 

• Options are displayed on My Banner in the same order they are entered in the Object box. 
• Forms can be entered more than once to the Object list.   
• Asterisk and the Form Icon 

• An asterisk (*) indicates additional menu folders may be found under this option. 
• If an asterisk (*) does not exist, the menu item is a form or process.   

 

Adding and removing menu items in GUAPMNU 

1. Type My Banner in Search and Select GUAPMNU 

1. Add appropriate WSU folders 

• Either enter object name in an empty record or insert a new record   
  To insert a new record: 
• Choose the record row that you want the new menu item to be underneath 
• Select Insert Icon  

• NOTE:  To Remove a menu item:  
• Click the name to remove 
• Select Remove Icon 

1. Click SAVE (bottom right) or F10   

1. Click the white X (upper right) to close GUAPMNU. 

• Will need to log off and close tab to refresh My Banner 

 

 As a general rule, an item is searchable on the query form if the cursor can be placed in the column.

Most pages have query options > Click the Look Up icon on the field to query

Capitalization matters. Most query forms are case sensitive. Be sure to capitalize the first letter, ex: Smith

Multiple column searches are used to refine the results.

Multiple filters are also used to refine the results.

 Select a Record – There are different ways to select a record from the query page and return it to the calling page.

• Double click in the first column of the record (row) to select.

or

• Select the record and click select in the lower right of the page.

Wildcards are used to query the database when an exact search match is not known.

•   % (Percent Sign):  Any number of unspecified caracters
•   _ (Underline):  One occurrence of an unspecified character

Search Criteria	Will Return:
Lock%	Starting with:  Lock
%ocke%	Contains:  ocke
%ckes	Ending with: ckes
_o%	With a second letter: o

Most common query keyboard commands

Key	Menu	Description
F8	Query Execute	Execute the query is used to search existing records in the database on some Banner forms.
Double Click	File Select	Select a record from the query form and return it to calling form.  Cursor in the first column of record.
ALT + Pg Down	Block Next	Next Section or Previous Section is used to execute the query on other forms.
Scroll or Pg Down	Query Fetch Next Set	Displays the next set of retrieved records.
F7	Query Last Criteria	Recalls the search criteria from the last successful query.
Ctrl + Q	Cancel	Cancels the query and takes the form out of query

Date searches require special attention.

• The date format must be DDMMMYYYY where MMM is entered in three alpha characters.
• When searching for a year, an ending wildcard is sometimes required (2018%)
• Specify all four digits for a year when entering for a date.

Search Criteria	Examples	Will Return Records Containing
22%2021	22%21	All months in 2021 on the 22nd day
%2021	%21	All days in 2021
%MAR-2021	%MAR%21	All days in March, 2021
22-MAR%		March 22nd all years
22-MAR-2021	22MAR2021	March 22,2021

To navigate the calendar:

• Arrows to navigate the months
• Click Today to return today’s date
• Drop down arrows to change month or year
• Click on the date to select

There are a limited number of options available when searching for numbers.  Numeric operators are not permitted when querying dates.

Function	Operator
=	Equal to
<>	Not equal to
>	Greater than
<	Less than
>=	Greater than or equal to
<=	Less than or equal to

The data contained in Banner Preproduction (PPRD) and Test (TEST) databases are cloned (copied) periodically from Banner Production (PROD).

Areas of administrative software within Banner include General, Student, Finance, Financial Aid, and Human Resources.  Modules contain forms and may contain further sub-menus.

1. Main Menu – used to navigate through Banner.
2. Application – Enter, update and query information.
3. Maintenance – Establish criteria that are crucial to the process of information entered on application forms.
4. Rule & Control – Define calculations, parameters and rules that affect processing on other forms, reports, and jobs.
5. Inquiry & Query – Used to look up existing information; often returns information into the calling form.

Blocks are chunks (sections) of information grouped together. There are two types of blocks, Key and Information. 

Most forms start with a Key Block that houses unique code such as the ID number, term code or document number.

The section of the form that contains the detail information for the record entered in the Key Block.  A line often separates each Information Block contained on the form.

List of Values (LOV) are lookup features for fields containing predefined validation codes.  For example, the Search icon indicates there is a validation table or LOV.

Identifies the module owning the form, report, job, or table.

 

General (G)

Student (S)

Finance (F)

Accounts Receivable (T)

Financial Aid (R)

HR/Payroll/Personell (P)

Position Control (N)

Alumni/Development (A)

All Products: W=WSU Form

Identifies the type of form, report, job, or table.

 

General (G)

Student (S)

Finance (F)

Accounts Receivable (T)

Financial Aid (R)

HR/Payroll/Personnel (P)

Position Control (N)

Alumni/Development (A)

Four Chacter code to Uniquely identify the form, report, job, or table.

 

GUAPMNU

SOAIDEN

FPAREQN