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Navigating Banner 9 Kari Branjord, Vice President September 26, 2011

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Page 1: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Navigating Banner 9

Kari Branjord, Vice President

September 26, 2011

Page 2: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

What Are You Going to See Today?

September 26, 2011 | www.sungardhe.com 2

Banner 9! Usability

Navigation

Global Features Security

Misc Features

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It’s Almost Here!

Banner Student Course Catalog and Student Class

Schedule 9.0 is scheduled for a September 30, 2011

delivery!!!

September 26, 2011 | www.sungardhe.com 3

Page 4: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Navigation

• Keyboard Shortcuts

• Terminology

• Menu

• Breadcrumbs

• Go To

• Tabbed Screen

• Grid

4 September 26, 2011 | www.sungardhe.com

Page 5: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

September 26, 2011 | www.sungardhe.com 5

Function/Button Keyboard

Direct Access Alt + G

Go Shift + F3

Start Over Shift + F2

Copy Term Shift + F12

End Term Shift + F11

Copy record/section Shift + F6

Insert Record Shift + F4

Delete Record Shift + F5

Save Shift + F10

Lookup F9

Go to Alt + G

Filter Shift + F7

Go (on Filter) Shift + F8

Next Block/Section Page Down

Previous Block/Section Page Up

Next Field Tab

Next Record Down Arrow

Previous Field Shift + Tab

Previous Record Up Arrow

Clear Field Backspace

Function/Button Keyboard

Cancel (window)

Esc (When a window is open and a Cancel button is displayed, the Escape key can be used to close the window.)

Cancel (page) Not available at this time

Exit Ctrl + Q

Help Alt + F1

Item Properties Alt + I

Tools Alt + L

Browse menu Alt + M

Home Ctrl + Home (returns to Main page)

Page 6: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

September 26, 2011 | www.sungardhe.com 6

Banner 8.X Banner 9.0

General Menu (GUAGMNU) Main Menu page

Form Page

Direct Access (Expert Mode) Go To... field on Main Menu page

Window (referred to in online help/user documentation as main or secondary)

Pages are now scrolling with all blocks and windows included on the page or tabbed within the page. Some windows are still used for alerts (such as, Do you want to save your changes?) and to default or copy data.

Key Block Key block

Block Section, Information, Data

Next Block 1. Go button from Key block, paints page and accesses first section of data. 2. Use Down Arrow button with underline for next section of data in order. 3. Use Page Down or scrollbar for additional sections of data.

Previous Block 1. Use Up Arrow button with underline for previous section of data. 2. Use Page Up or scrollbar for additional sections of data.

Form Tab, Subtab Page Tab, Subtab

Scrollbar Scrollbar

Navigation Pane Navigation Pane

Field Field, required field has asterisk (*)

Indicator Indicator

Page 7: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

September 26, 2011 | www.sungardhe.com 7

Banner 8.X Banner 9.0

Check box Check box

Radio group Radio group

Radio button Radio button

Pulldown Pulldown or Dropdown

Button Button

Link Link

Search button Lookup button, “…” shows lookup is available for the field

List of Values/List Lookup button, “…” shows lookup is available for the field

Commit Save button

Rollback Start Over button

Options Menu Go To... button > select Related to Current

Option List Options are displayed with the lookup for the field

Autohint Autohelp (displayed in Notification Center)

Query Filter, Quick Filter

Enter Query Click Filter button (funnel)

Execute Query Click Go in Filter window

Extended Query Advanced Filter

Count Query Hits View results

Wildcard, % or _ Wildcard, % or _

Previous Record Shift+Tab or Mouse

Next Record Enter or Tab or Mouse

Page 8: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

September 26, 2011 | www.sungardhe.com 8

Banner 8.X Banner 9.0

Clear/Remove Record Click Delete button (-) at top right of section

Insert Record Click Insert button (+) at top right of section or +Insert button at bottom of section.

Duplicate Record Copy button in section of data (Copy Term Data, Copy CRN, etc.)

Previous Item Shift+Tab or Mouse

Next Item Enter or Tab or Mouse

Clear Item Backspace

Duplicate Item Click Copy button (double square) at top right of section.

Edit function/Comments button

Not applicable, text sections are displayed on the pages

Help (Item Properties) Tools button > View - Item Properties

Show Keys Mouse over tool tips

Data Extract Button at top right of section with page and right arrow

Calendar button Calendar button, or Tools button > Assistant Tools - Calendar

Supplemental Data (Lightbulb button) Additional Information button (page with lines) on section

Quick Flow Go To... button > Quick Flows

Page 9: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

September 26, 2011 | www.sungardhe.com 9

Menu

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Breadcrumbs

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Page 11: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Go To

September 26, 2011 | www.sungardhe.com 11

Search

Pages that were closed Former ‘Options’ Menu

Page 12: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Tabbed Page

September 26, 2011 | www.sungardhe.com 12

Page 13: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Grid

September 26, 2011 | www.sungardhe.com 13

Page 14: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Usability

• Required Indicator

• Notification Center

• Inline Auto Hint

• Online Help

• Tool Tips

September 26, 2011 | www.sungardhe.com 14

Page 15: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Required Indicator

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Page 16: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Notification Center

September 26, 2011 | www.sungardhe.com 16

Page 17: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Inline Auto hint

September 26, 2011 | www.sungardhe.com 17

Page 18: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Online Help

September 26, 2011 | www.sungardhe.com 18

Page 19: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Tool Tips

September 26, 2011 | www.sungardhe.com 19

Page 20: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Global features

• Language Translations

• Date formatting

20 September 26, 2011 | www.sungardhe.com

Page 21: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Language Translations

September 26, 2011 | www.sungardhe.com 21

Page 22: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Security

• Masking and Concealing Data

• Hidden Fields

• Read Only Access

• Multi Entity Processing

September 26, 2011 | www.sungardhe.com 22

Page 23: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Masking and Concealing Data

September 26, 2011 | www.sungardhe.com 23

Page 24: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Hidden Fields

September 26, 2011 | www.sungardhe.com 24

Page 25: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Read Only Access

September 26, 2011 | www.sungardhe.com 25

Page 26: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

September 26, 2011 | www.sungardhe.com 26

Supporting Multi Entity Processing

Page 27: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Miscellaneous

• Supplemental Data Engine

• Item Properties

September 26, 2011 | www.sungardhe.com 27

Page 28: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Supplemental Data Engine

September 26, 2011 | www.sungardhe.com 28

Page 29: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Item Properties

September 26, 2011 | www.sungardhe.com 29

Page 30: Navigating Banner 9 - Office of the CIOForm Tab, Subtab Page Tab, Subtab Scrollbar Scrollbar Navigation Pane Navigation Pane Field Field, required field has asterisk (*) Indicator

Navigating Banner 9

Kari Branjord, Vice President

September 26, 2011