Banner Navigation Workshop

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Banner Navigation Workshop

• Girija Chavala
• Northwest Oracle/Banner DBA

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Creating a person or company

• PERSON
• Name required
• Name type is optional (legl,pref,comp)
• ID is generated by Banner
• Rules to generate an ID is an University policy
• Non-person (company)
• only one name

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Duplicate persons or companies

• ID is created based on name
• SSN/TIN is only informational purpose
• person is identified by ID not SSN
• ALWAYS search for duplicates before creating a
  person or company
• Creating a duplicate causes ill effects all over
  the system
• When a duplicate ID is identified, please follow
  Northwest rules

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IDEN forms (object search IDEN)

• Student users use SPAIDEN
• Alumni users use APAIDEN
• Finance users use FOAIDEN
• HR users use PPAIDEN
• All IDEN forms contain same information
• Created to identify system specific form name
• Identity inquiry forms developed with same concept

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IDENTITY INQUIRY FORMS

• FOIIDEN Finance person search
• POIIDEN - Employee/applicant search
• FOICOMP COMPANY SEARCH
• FTIIDEN - Entity name and identity search
• Inquiry forms used only for search

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FOIIDEN/POIIDEN FORM PERSON SEARCH
Name type
Name change
ID change
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IDEN inquiry forms Nonperson
Name change
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FTIIDEN inquiry form search by type
type
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IDEN inquiry form search by type
Company or person
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IDEN inquiry form search by type
Total records
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IDEN inquiry form exercise

• How many financial managers are in the system?
• How many agencies are in the system?
• How many grant personnel?
• Find a vendor whose last name starts with Y and
  first name starts with s and who is a person.
• Find all person whose ID changed. Use FOIIDEN
  form.

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Using FOAIDEN FORM

• Type FOAIDEN in go to box in main menu
• and press enter

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Using FOAIDEN FORM
Name key
ID key block
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FOAIDEN FORM EXERCISE

• Key block requires either an ID or name to
  retrieve
• If id is known, enter ID number and click on next
  block icon or ctrl-page down key to retrieve data
• Use 919312609 for this exercise
• Who update this record and when it was created?

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FOAIDEN FORM EXERCISE

• Using name in the key block instead of ID
• Clear ID field using ctrl-U or pull item menu
  and use clear
• TAB from ID field to next field with no label
• Type in smith and press enter
• A new window pops-up with results
• How many smith are in the system?
• Select 210009601 and find his address.

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CHANGING PREFERENCES

• Click on file menu
• Select PREFERENCES option
• OR
• Go to GUAUPRF form
• Display options
• Menu links
• Directory options

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My Banner

• Adding most used screens to the list
• Double click on empty or goto GUAPMNU
• Search for forms you would like to add
• For Finance, find FTMVEND
• For HR/payroll, find PPAIDEN
• Double click on results and click on gt to move
  form to right side.
• Save and logoff and login again

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Common Matching

• Checks for existing identification records before
  new one is added
• Common matching exists in all IDEN forms
• Exception to the rule -- FTMVEND,FTMFMGR,
  FTMAGCY
• Common matching is an algorithm is set by DBA
  with the advise of university staff

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Common Matching
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Common matching match found
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Common matching match not found
VENDOR TYPE
Duplicate check
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Common matching potential matches
ADDR TYPE
message
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Vendor create -- FTMVEND
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FIND A VENDOR
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Home work for finance

• Create a person using FOAIDEN -- use your family
  member name or names. Add address, phone, email
  and emergency contact information
• Create a non-person using FTMVEND. use your
  favorite company. Make sure it is not in the
  system. Add additional vendor information
• Add FTIIDEN, FTMVEND,FTMFMGR forms to my banner.

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Home work for HR/PAYROLL

• Create a person using PPAIDEN -- use your family
  member name or names. Add address, phone, email
  and emergency contact information
• Add POAIDEN, POIIDEN, NBAJFTE, PEA1PAY forms to
  your my banner.