Banner Self-Service Advisor Demonstration and Training Guide

Implementation Expectations • Summer 2008 registration – SIS • Fall 2008 registration – Banner • Academic History not available in Banner until after Spring 2008 grades are posted • Pre-Requisite Checking turned off in Banner until Academic History is loaded • Summer 2008 academic history migrated in late August 2008

Implementation Expectations • • • • •

April – August 2008 in two systems New forms and new processes Anticipate confusion and frustration Support available through the BEST Support Request Form (Benchmarks Form Page)

Overview • How to Access Banner for self-training • How to Access Banner Production (Pre-check begins week of April 21st) • Login Assistance • Faculty and Advisors Options • Student Information • Student Schedule • Add/Drop Classes • Other Information

How to Access Banner Training Website • Two Ways to Get to Benchmarks • Type in: • From PVAMU Home Page

From Prairie View Home Page • Click ‘Business Affairs’

• From the menu on the left side, click ‘Benchmarks’

From Benchmarks Website • On left sidebar, click ‘Banner PROD’

• Under Self-Service Banner (SSB), click ‘PreProduction Database [STAGE]’

Banner Production Log-In • Same location as SIS

Login Assistance • Click “Enter Secure Area”

Entering Training Advisor User ID and PIN

College Assigned Training Numbers are available through the BEST All PINs set to: 111111

Logging In for the first time • For STAGE type in XX twice (remember STAGE refreshes nightly)

• In PROD once answered it will not display again

Get to Know the Main Menu 1.

Personal Information •

2.

Faculty and Advisors •

3.

Contact Information, Change PIN, Customization

Enter Grades, Registration, Class Lists, Student Information

WebCT Hyperlink

Faculty and Advisors Click on ‘Faculty and Advisors’

Faculty and Advisors Options

• Click “Student Information Menu” • Please Note: The rest of the information on the Faculty and Advisors page will be addressed at a later date

Faculty and Advisors Student Menu

Term Selection

Note: You will need to select Student Information again for the next action.

Select Student Information again

ID Selection

Query Assistance • Enter partial first and/or last names • Helps if you do not recall a portion of name • Example: Student’s last name starts with “Wil” • Type in ‘Wil%’ and click submit

Query Outcome • Banner will show students that meet the criteria in a menu • Once you find the desired student name, click it and press ‘Submit’

Another Example

Student Training Records • Note when you select the student, you are returned to the Student Information Menu • Test Students Name Search: Training% • Student PINS set to: 000000

• Student Information contains basic information about classification, major, etc. • Student Address and Phone information

Student Information Page

Go to Student Address and Phones link

Student Addresses and Phone

Go to Student Email Address

Registration Overrides and Change Class Options features will not be functional for Faculty/Advisors

Student Schedule

Advisor -Add or Drop Classes • Step 1: Enter Student PIN

Add Classes Worksheet • CRN: Course Reference Number • SIS term: Call Number

IF YOU KNOW THE CRN, ENTER INTO THE WORKSHEET, AND CLICK ‘Submit Changes’

Search for CRN

IF YOU DON’T KNOW THE CRN, SEARCH FOR COURSES BY PRESSING THE ‘CLASS SEARCH’ BUTTON

Course Search

Snapshot of Class Search Page

Helpful Tips on Searching • You can use the ‘CTRL’ button to select more than one subject area as seen here: Before selecting each subject, press the ‘CTRL’ button. To deselect an item, press ‘CTRL’ again, and click that item

Ctrl Button Process – Step by Step 1. 2.

3. 4.

Using you mouse, highlight the first subject (see example: Accounting) Using the scroll bar, highlight the next subject while pressing the CTRL key (see example: Biology) Select any other search criteria Results will display for the select subjects

Section Listings

Capacity – Maximum enrollment for section Actual – Current enrollment in section Remaining – Available enrollment for section

Select Column • To select a course, click the box in the ‘Select’ column • The ‘C’ in the Select column means that the course is closed

Registering Process • Once you select a course you have options:

Click ‘Register’ if you want to add the class to their schedule

Or, you could click ‘Add to Worksheet’ to add more than one class

Worksheet • From worksheet, you may press ‘Class Search’ to look for more CRNs or ‘Submit Changes’ to add courses from the worksheet to the schedule • Either of the two options will save CRNs • The ‘Reset’ button will clear the worksheet

Already Selected Courses • When a student is already registered for a course or has selected it in their worksheet there is a blank area in the ‘Select’ column which will not allow you cannot reselect that course NOTE: THERE IS NO BOX TO SELECT CLASS

Additional Search Tip • May enter partial course number • Place a ‘%’ after the initial criteria • Example: Course number starts with “1” • Type in ‘1%’ and click ‘Class Search’

Typical Registration Problems and Solutions • • • • •

Closed Section Prerequisite/Co-Requisite Special Permission Required Time Conflict Maximum Credit Hours Exceeded

Closed Section

NOTE ERROR HERE

Options: 1.

Begin search for a different section of the course or select another available course

2.

Utilize the Registration and Special Approval form and seek registration by the department head owning the course

New all-in-one Registration Form • Registrar’s Office – Forms page • Old forms for Summer 2008 • New form and processes for Fall 2008 early registration

Prerequisite/Co-requisite

Options: 1.

Begin search for a different course

2.

Utilize the Registration and Special Approval form and seek override approval and registration by the department head owning the course

Verifying the Prerequisite or Corequisite Issue 1.

Go to back to Class Schedule Search and identify the course

2.

Click on the CRN (Note the different color than the other text. Place the mouse pointer over the CRN and the text is underlined indicating that further information can be found by clicking

3.

After selecting the CRN, the Class Schedule Listing appears. Select the course title (note color difference)

4.

Pre-Requisite or Corequisite information appears at the bottom of the page

Special Permission Required

Options: 1.

Begin search for a different course

2.

Utilize the Registration and Special Approval form and seek approval and registration by the department head owning the course

Time Conflict

Options: 1.

Begin search for a different section of the course or select another available course

2.

Utilize the Registration and Special Approval form and seek registration by the dean of the course for which time will have to be made up

Maximum Credit Hours Exceeded

Option: 1.

Utilize the Registration and Special Approval form and seek override approval from the Dean of the student’s college

Drop a Course

Return to Student Information Menu Select Academic Transcript

Academic Transcripts • How to select ‘advising transcript’

Advising Academic Transcript

Electronic Gradebook will be taught at a later date Degree Evaluation will be taught at a later date

Active Registrations will be taught at a later date

Registration History

Advisee Assignment

View Test Scores • Put it on there

View Holds

Alternate Registration PIN • Given to student for self-registration via Banner Panthertracks • Assigned by algorithm

Homework in STAGE • Log-in as a designated college advisor • Register assigned students via STAGE Banner Panthertracks • STAGE refreshes nightly (clean slate the next morning)

Questions