Banner 9 Transition - Quick Reference

Introducing Application Navigator

Banner 9 is a major upgrade to the Banner Student System, providing a completely new look and feel. It is easily
compatible with all mobile devices. It introduces the Application Navigator, a single web page to access both forms
and self-service menus within a web browser.

Banner 9 Features
• ‘Forms’ will be referred to as ‘pages’
Landing/Welcome Page • Form names will be the same
• Mobile, tablet, and web-browser
friendly
• Expand and collapse sections in a page
• Improved filtering options
• Sort and reorder columns
• Ability to find pages by description
Expand and collapse the navigational sidebar
throughout your Banner session by clicking • Application Navigator expands to the
the button in the upper left corner. size of the browser window, and can
be enlarged to the size of the computer
screen

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2 3
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1 Dashboard
takes you to the Welcome screen 5
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2 Applications
search through the tree of all
Student, Financial Aid, and Gen-
eral pages 7
3 Search
search for pages (forms) by page
name (e.g. SPAIDEN) or by any word
in a page description (e.g. Student
Course Registration)

4 Recently Opened
view a list of all recently opened pages, and quickly access and re-open from the list TIP:
At the beginning of the transition to the up-
5 Help grade, Banner 8 (former) and Banner 9 (new) will
based on the Banner page you have open at the time, this link opens an ellucian both be accessible at the same time.
webpage providing information and help specific to the Banner page
Run Banner 8 and Banner 9
Sign Out side-by-side to familiarize
6 log out of the application
yourself with the changes
Banner User until you feel comfortable with
7 the name of the person logged into the Banner session
the new Application Navigator.
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 Banner 9 Transition - Quick Reference
Introducing Application Navigator

Finding Toolbar Functions

Banner 8 Toolbar:
3 5 7 9 11
1 insert previous previous enter cancel 12
save record record block query query exit

rollback remove next next execute

2 record record block query
4 6 8 10

12

3 4 9 10
11

5 6

[Banner 9]

7 8
1

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 Banner 9 Transition - Quick Reference
Introducing Application Navigator

Basic Navigation

Page Header
• Page close X icon - always use this icon to close the page
• Page title - includes description, acronym, version, and database
• Related menu button - displays a list of pages that can be accessed from this page
• Tools menu button - refresh, clear record, and other options controlled by this page
• Notification Center (appears to the right of Tools when applicable) - displays notifications for successful save of data, warning
messages, error messages, and informational messages

Key Block
The first block for (most) pages that determines what data is entered or displayed on the rest of the page.
• Select the Go (formerly Next Block) button to leave the key block and access the body of the page.
• Return to the Key Block from within the body of the page by clicking the Start Over (formerly Rollback) button.

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 Banner 9 Transition - Quick Reference
Introducing Application Navigator

Basic Navigation

Sections
• Sections (formerly Blocks) are accessed by scrolling up and down the page.
• Sections can be collapsed or opened by clicking on the small arrow on the left side of the section header.
• Section headers include icons for the following actions:
• Insert - insert records in the section
• Delete - delete records in the section
• Copy - copy records in the section
Tabs
• Filter - filter records in the section

Scroll through multiple records

by using the horizontal arrows.

Bottom Section Navigation

• Previous Section button - takes you backward in the sections (Alt + Page Up)
• Next Section button - takes you forward in the sections (Alt + Page Down)
• Activity Date - time stamp for the most recent creation or modification to the record
• Activity User - BroncoID of the user who made the most recent creation or modification to the record
• Save button - saves changes to the record
• Record - shows the total number of records in that section, and your position within the records

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 Banner 9 Transition - Quick Reference
Introducing Application Navigator

Menu Options
Information, pages (forms), and functions previously located in the Options drop-down menu
in Banner 8 can now be found in the Banner 9 Related and Tools drop-down menus. Funtions
[Banner 8]
previously located in the Records drop-down menu in Banner 8 can now be found along the
upper right header of the form.
[Banner 9]

[Banner 8]

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 Banner 9 Transition - Quick Reference
Introducing Application Navigator

System Messages

The Notification Center is located to the right of the Tools menu, and only displays if there is an active
notification. The following types of information are displayed:

Error Messages are red.

Warning Messages are yellow.

Successful Save of Data Messages are green. Informational Messages are blue.

To dismiss the notification message, click on the yellow notification box.

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 Banner 9 Transition - Quick Reference
Introducing Application Navigator

Search/Query

If you need to search or query for the information for a ‘field’ (e.g. a WIN, a student’s name, a course section),
select the button with three dots to the right of the field.

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Close unneeded search fields (optional)

Type desired search information into appropriate fields

Once desired search parameters are complete,

click Go button, or hit F8 on keyboard.

Option to choose Case Sensitive or Insensitive Query

(insensitive query is default)

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 Banner 9 Transition - Quick Reference
Introducing Application Navigator

Search/Query

Click Filter Again to change or add search filters.

See the active filters used here.
3 Click the minus button to remove an active filter.
Click on any of the column headings to sort the the column alphabetically.

Click on the desired row

Once desired record is selected from

the search results, click Select.

Enter any additional required fields if necessary (e.g. Term) and click Go.

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 Banner 9 Transition - Quick Reference
Introducing Application Navigator

Common Keyboard Shortcuts

Function Banner 8 Shortcut (old) Banner 9 Shortcut (new)

Next Section (formerly Next Block) Ctrl + Page Down Alt + Page Down

Previous Section (formerly Previous Block) Ctrl + Page Up Alt + Page Up

Next Field/Item Tab Tab

Duplicate Item F3 F3

Duplicate Selected Record F4 F4

Clear One Record Shift + F4 Shift + F4

Rollback / Start Over Shift + F7 F5

Clear All in Section Shift + F5

Insert / Create Record F6 F6

Delete Record Shift + F6 Shift + F6

Enter Query F7 F7

Execute Query F8 F8

List of Values F9 F9

Save F10 F10

Print Shift + F8 Ctrl + P

First Page Ctrl + Home

Last Page Ctrl + End

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