Banner is an administrative database that houses all student-related data, essentially  tracking student activity from recruitment to graduation. The database provides data integrity, accessibility, and flexibility for enhanced decision-making and improved service to students. The Banner database is directly linked with the online Student Information System (SIS), which allows for web registration and web-based faculty grade submission.

Where is Banner Accessible From?

Banner is currently accessible only from an on-campus, networked computer. It is not available in the open computer labs or over the wireless network.

How Do I Get a Banner ID?

In order to use Banner, you will need to obtain a Banner ID and password. To obtain a Banner ID and password, please follow the steps below. If you already have a Banner ID and password, then you can continue to the next section.

To obtain a Banner ID:

• Submit an online Access Request form (http://umflint.edu/its/forms/accessrequest.page).
• Complete the self-paced Computer-Based Training (CBT) (http://umflint.edu/its/banner/training.page).
• After your Access Request Form and CBT score have been received, you will receive an email informing you to come to the ITS Helpdesk to obtain your Banner password. Please keep in mind that ID requests may take up to three business days to process.

How Do I Access Additional Banner Forms or Tables?

You must complete an Access Change Request Form (http://www.umflint.edu/sites/its/forms/banner.pdf). After approval of the change has been received, access will be granted.

How Do I Set-Up and Access Banner?

Banner requires two components. These are:

• Java – http://www.java.com/en/.
  • Version 1.4.2 or higher is required to run Internet-Native Banner (INB).
• The computer must be a university-owned, on-campus computer.

After configuring the needed components onto your computer, open Internet Explorer and go to https://banner.umflint.edu/. You will need to login using your uniqname and Banner password.

You will need a Banner account in order to complete the steps below.  If you do not have a banner account please reference the What is Banner? Quicknote, which can be found by going to the Helpdesk homepage, scrolling down until you see What is…? on the right hand side of the page under Quicknotes.

If you can’t remember your Banner password or have locked yourself out of your account please contact the ITS HelpDesk at itshelpdesk@umflint.edu or 810-766-6804.

What Access is Needed?

You will need access to the SZRPREQ form in INB. If you find that you do not have access to this form when completing the steps below please contact the ITS HelpDesk and place a work ticket to have access granted for this form.

Run Batch Prerequisite Check Report:

This report should be run after early registration periods and again after grades have been posted for a semester to determine if students are registered or wait-listed in an upcoming course without meeting the prerequisite(s).

Caution: Do not run this report during the grade submission period!

1. Open your Web browser (e.g., Internet Explorer)
2. Got to https://banner.umflint.edu
3. Login using your Uniqname and Banner Password
4. In the Go To Field type SZRPREQ and Press Enter
5. When the Process Submission Control form opens, press <Ctrl> + <Page Down> so that your cursor is positioned in the Printer: field.
6. Type the printer name or double-click in the Printer: field and select a printer from the list
7. Press <Ctrl> + <Page Down>.
8. Press Tab to get to the Values field. Enter the parameter values as shown below.

Term: enter the code for the term (I.E. 200410 for Fall 2003), then press <down arrow> key.  Subject: Enter the code for the course subject. (I.E. CSC)

If you wish to check more than one subject at a time

1. After entering the first Subject, press <F6> to insert a record
2. <F4> to duplicate the record
3. Press Tab to place your cursor in the Subject Values field
4. Type over the code with the next subject code.
5. Repeat this process until all desired subjects are added.
6. When finished adjusting the parameters, press <Ctrl> + <Page Down>
7. Click Save on the toolbar.
   You should see a message in the gray status bar at the bottom of the window that lists the job number. This will indicate that your job was submitted and is running.
8. Click Exit to close the form and return to the Main menu.
   Your report will print to the selected printer when completed, this could take 20-30 min.

This report will list the course section and then each student (ID, name, and course registration status) who does not meet the required prerequisites.  After the student name, the prerequisites are listed line by line with a “met” or “not met” indicator.  You should review the report to determine if a student should be allowed to remain registered or wait-listed for the course.

• If you choose to allow the student to remain in the course, you must issue a PREREQ override for that student.  If you do not issue this override, the next time the student adjusts his/her schedule the course will be automatically dropped.
• If you want the student removed from the course, you must notify the Registrar’s Office in writing or by email. A notice will be mailed to the student that they have been dropped due to unmet prerequisites.  Students may be administratively dropped only until the add deadline in a term. 
   

1. Open Internet-Native Banner (INB) by going to https://banner.umflint.edu
2. Log in to INB using your Uniqname and Banner Password.

If you do not have a Banner password please refer to the quicknote “What is Banner?” found at http://www.umflint.edu/helpdesk/perm/category/internet-native-banner/

ID Search:

To find a person in any Banner form you may enter a person’s ID in the ID: field of the key block.You may enter either, their UMID, Social Security Number or Generated ID (a G number). If you can’t find a person by using one (or all) of their IDs then you will need to perform a name search.

Banner searches look for exact matches.  Partial names can be entered with the use of the wildcard.  In banner the % is used as a wildcard to represent missing characters.

Name Search:

In any Banner form you may enter a person’s name in the key block.

1. Press <Tab> to place your cursor in the Name: field next to the ID: field.
2. Enter the name.
   • You may type last name only (e.g. Hoover) or first 3-5 characters followed by %. Use % in place of unknown characters (e.g. for McAvoy, try M%voy) or last name, first name (e.g. Smith, Dan%).
3. Press <Tab> to verify the name.

If an exact match is found, the ID number will appear in the ID: field.

If multiple matches are found, a new search window like the one below will display, allowing you to specify further criteria to narrow your search. Click the thumbnail below for a larger image

How to Narrow Your Search Results

You may now narrow your search results by entering any of the following known criteria City, State, ZIP/PC, Date of Birth, or Gender.

1. Fill in one or more of the fields to narrow your search results and click the Reduce Search Button located on the right side of the window
   • State and Province codes can be looked up by using the pull-down menu for the state/Prov. field. Zip and Postal codes can be looked up by using the pull-down menu for the ZIP/PC field.
   • The number in the top right corner now reflects the number of results for your reduced search and the pull-down menu will show you the reduced list of results.
   •  If you want to cancel a query click the button located on the right side of the window.
2. Repeat step 1 until there is only one search result or until you locate the desired person in the Search Results pull-down menu.Use the pull-down menu to select the person you are searching for and the record will open in the form you began your search from.

Name Search Using SOAIDEN:

If you prefer to use the name search form (SOAIDEN) click the down arrow next to the Name: field in any INB form.

1. When prompted choose Person Search.
2. Enter the name.
   • You may type last name only (e.g. Hoover) or first 3-5 characters followed by %. Use % in place of unknown characters (e.g. for McAvoy, try M%voy) or last name, first name (e.g. Smith, Dan%).
3. Click Execute on the top toolbar or F8.
4. Compare name and/or birthdate to determine if correct person.
5. When desired person is identified, place cursor in ID: field of desired record and double-click. 
6. The selected record will now appear in the form from which you began your search.

You must have a web browser, such as Internet explorer or Mozilla Firefox, installed on your computer to complete this Quick note.  For more information on how to install a web browser, please contact the ITS helpdesk at 810-766-6804 0r email the helpdesk itshelpdesk@umflint.edu.

Basics:

Two web browser windows are required to run INB.  When accessing INB, a “UMFLINT BANNER (PROD)- WebUtil” window will appear first and begin loading the plug- in necessary to run banner.  When that is finished, a second window, titled “Oracle Developer Forms Runtime- web,” will open and run the actual banner forms.

Both Windows must remain open while banner is in use- if the user closes either window, the banner session will be closed.
 

Logging into Banner:

1. Open your web browser (e.g., Internet Explorer or Firefox)
2. Go to https://banner.umflint.edu
3. Type your uniquename in the user field of the logon window
4. Type your banner password in the password field
5. Type Prod in the database field as the database you wish to use
6. 6.     Press or click Connect

Changing Your password:

1. To change your password type GUAPSWD in the Go To field and press <enter> or click the “change banner password” links column on the right hand side of the screen.
2. Type your current password in the oracle password field
3. Type your new password in the New oracle password field
4. Re- type in your new password again in the next line
   • Your Password must be 8 characters long. Please see http://www.umflint.edu/its/services/policies.htm for more information regarding the password policy.
5. Click save and then click Ok

For more information using INB please reference the articles linked below and someone in your department can not provide you with your departmental procedure for the task please contact the ITS helpdesk at 810-766-6804 and we will do our best with getting you assistance.

1. Open Internet-Native Banner by going to https://banner.umflint.edu
2. Login to INB using your Uniqname and Banner password.

If you do not have a banner password please refer to the quicknote “What is Banner?” which can be found in the Banner Category of the Helpdesk page.

How to Add Objects to Your Personal Menu:

In the Go To: Field, type GUAPMNU and press Enter.  The form should appear as shown below.
A – Select object type
B – Are objects that you can add
C – Is your “My Banner” menu

Option 1: Using the object list to add objects

1. Use the pull-down list (A) above the left pane to select the object type you want to display. The most commonly added objects are Forms and Menus. The left pane (B) lists the objects of the selected type that can be added to your personal menu.
2. In the left pane (B), select objects you want to add to your menu by double-clicking the object. You may select more than one object to add at a time. To do this, simply continue to double-click on other objects. When you select an object the name is highlighted blue.
3. Click in the right pane (C) where you want to place the new menu objects.
4. Click the single arrow right to insert the highlighted objects into the right pane (C), which represents your personal menu.
5. To save your menu, click File and then Save.
6. To see your updated menu, you have to log out and log back in.

Option 2: Using the 7-character name to add objects

1. Place the cursor (by clicking) in the blank Object field in the right pane (C).
2. Enter the object’s 7-character name.

For example GUAPSWD for the Password change form.

3. Press Enter and the form title defaults in the Description field.
4. To save your menu, Click File and then Save.
5. To see your updated menu, you have to log out and log back in.

How to Remove Objects from Your Personal Menu:

1. Select th item in the right pane (C) that you wish to remove from your personal menu by double-clicking the object.

You may select more than one item at a time to remove.

2. Click single left arrow to remove the selected item(s) from your personal menu.
3. To save your menu, Click File and then Save.
4. To see your updated menu, you have to log out and log back in.

How to Access Your Personal Menu:

On the main menu screen, double-click on My Banner at the top of the list of menus.

The objects on your personal menu will appear below My Banner. You may open objects by double-clicking on them.

The personal menu is accessible only to the user who created it.

To view more key strokes for INB click Help, at the top of the screen in the toolbar then click Show Keys.
Other Helpful Internet-Native Banner Articles
For more information using INB please reference the articles linked below.  If what you are looking for is not found below and someone in your department can not provide you with your departments procedure for the task please contact the ITS HelpDesk at 810-766-6804 and we will do our best with getting you assistance with your task.

1. Open Internet-Native Banner (INB) by going to https://banner.umflint.edu
2. Login to INB using your Uniqname and Banner password.  If you do not have a banner password please refer to the quicknote “What is Banner?” found at http://www.umflint.edu/helpdesk/articles/140.

Changing User Preferences:
Users have the ability to customize the overall look and feel of the Banner forms. This is done by accessing the General User Preference Maintenance Form (GUAUPRF).

To access the General User Preference Maintenance Form:

1. Type GUAUPRF into the Go To: field in the top left of INB
2. Press Enter, you will now see the General User Preferences Maintenance Menu

Tabs within GUAUPRFThere are five tabs across the top of the form, four of which are active for editing. These tabs provide access to different parts of the User Preferences form. Below you will find a discription of the different tabs and functions within the tabs

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Display Options Tab:

Display Options Subsection: 

By selecting this option, users are able to alter the information displayed with the form.

• By default, the boxes are checked and all information is displayed when the form is presented on the screen.
• If desired, the boxes may be unchecked. This will cause various information to no longer be displayed when the form is presented. If you make any changes, then click Save and exit the form.Note: Some changes require you to exit and restart Banner to see the changes.

Alert Options Subsection:

In INB, the user is often notified by a message box being displayed before actions take place. The Alert options allow the user to modify if and how they are notified. 

• By default, all items are checked. Users have the ability to uncheck any item they choose. By removing the checkmark from any item, it will cause that item to become inactive and prompts or warnings will no longer be displayed.
• If you make any changes, then click Save and exit the form.Some changes require you to exit and restart Banner before the change takes affect.

Below is a short discription of the 4 different types of Alert Options:

Prompt Before Exiting Banner – currently users are notified, after selecting the Exit icon, to confirm they want to truly exit Banner. By un-checking this box, the user will no longer be warned. If un-checked, the application will close when the Exit icon is clicked.

Confidential and Deceased Warning - as the default, a ‘Warning Message’ is displayed confirming either confidentiality or deceased. If these checks are removed, this warning will not be displayed.However, on the form, near the top, Confidential or Deceased will be displayed. By leaving these boxes checked, additional warnings in the areas of confidentiality and deceased status are displayed.

Display Duplicate SSN/SIN/TIN Warning – Check box that indicates whether you want Banner to display a warning message if you try to create a new ID with a SSN/SIN/TIN that is already being used. If you check this box, a pop-up error message window will be displayed for any duplicate SSNs when you add the SSN/SIN/TIN to the identification record.

User Interface Color Settings Subsection:

Users have the ability to modify the color scheme of the forms. We are not recommending users change their colors settings, please do so at your own risk.

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Directory Options Tab:

It is not recommended to make any changes under this tab.Use this window to specify the directory that you want to use for various features of Banner. Each option on this window has three fields:

• Description–The type of directory, such as Local directory for saving output.
• Default Value–The default directory for the entire institution. The value is set by the system administrator. You cannot change it.
• User Value–Your preferred value for the option, if you want to use a value other than the institution default. If you do not enter a value in this field, then the value in the Default Value field is used.

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My Links Tab:

You can create a link from the main menu to a web site or Banner object using Personal Links. Make sure you do not have pop-ups blocked with any third-party software. Pop-up blockers can interfere with the performance of your personal links. You should notice there are two fields associated with each Personal Link description and URL. Both values are required for the Personal Link to be active. As an example, we have entered Advisor Holds Link description and URL in your first Personal Link.

To create a link:
You will notice the first option is for My Institution This is a default link setup to the UM-Flint homepage.

1. Go to the 4th link location and enter a description of your link in the User Value field associated with the first available personal link description. This will be the description as it will appear on the main screen of Banner.
2. Enter the URL or Banner object name in the User Value field associated with the same personal link URL or Banner object.
3. Click Save. You must exit Banner and log back in to see your changes.

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Menu Settings Tab: 

It is not recommended to make any changes under this tab. Use this window to choose the menu that will be open when you first log in to Banner.

Default Value: A preference is initially set for the institution by a script run during installation. It can only be changed by a user logged in as the BASELINE user, which changes the preference for the whole institution.

User Default: If you want to use an open menu other than the institution default, you can specify it in this field. The value you choose will not be overwritten by subsequent releases of Banner, and only applies to your user ID.

If you do not specify a preference, the institution’s default preference will be displayed.

For either default you can enter the name of the menu, or click the Search button to search for a menu on the Object Search Form (GUIOBJS). The menu must already exist on GUIOBJS, or you will receive an error message. The description of the menu is automatically populated. Note: Any menu chosen to be the default must already exist as part of the *MAIN Banner menu tree structure. It must exist in GUIOBJS with a Type of Menu. Other Helpful Internet-Native Banner Articles
For more information using INB please reference the articles linked below.  If what you are looking for is not found below and someone in your department can not provide you with your departments procedure for the task please contact the ITS HelpDesk at 810-766-6804 and we will do our best with getting you assistance with your task.

If you can’t remember your Banner password or have locked yourself out of your account please contact the ITS HelpDesk at itshelpdesk@umflint.edu or 810-766-6804.

Maintaining Advisor Holds:
If you wish to require students to meet with an advisor prior to registering, you must apply an advising hold on each student’s record. This can be done for individual students (up to 10 at a time) or for all students within a specified major.

You must have a Banner ID and password (not your uniqname and LAN password or UMID and pin) to maintain Advisor Holds.

1. Open your web browser (e.g., Internet Explorer or Mozilla Firefox)
2. In the Address or Location field, type https://sis.umflint.edu/flint/holds.htm then press Enter.
3. Click the By Student link to apply holds for individual students (up to 10 at a time) or click the By Major link to apply holds for all students with a specified major.

Applying/Releasing Holds by Student

1. In the Banner ID field, enter your Banner ID (this is your Uniqname ) and press Tab to move to the next item.
2. In the Password field, enter your Banner password (your password may not be the same as that used to login to your computer) and press Tab to move to the next item.
3. In the Department field, click the arrow to display a list of department codes, and select the code for your department. Press Tab to move to the next item.
4. Click the Radio Button next to Apply (to apply a hold) or Release (to release a hold). Press Tab to move to the next item.
5. In the Reason field, click the arrow to display a list of reason codes, and click the appropriate code to select it. Press Tab to move to the next item.
6. In the Student ID field, enter the UMID of the student you wish to apply or release a hold for.
7. Click the Submit button to process the hold.
8. You will be asked to verify the action (apply or release) and the name of the student you submitted. If the information displayed is correct, click Continue; if it is not correct, click Return to the Form and correct the action, student ID, or department, then repeat from step 7.
9. The message at the top should read, “Transaction Complete; Hold applied for Student Name,” where Student Name is the name of the student you submitted.

Applying/Releasing Holds by Major

1. Enter your Banner ID (this is your Uniqname). Press Tab to move to the next item.
2. Enter your Banner password (your password may not be the same as that used to login to your computer). Press Tab to move to the next item.
3. Click the Arrow to display a list of department codes, and select the code for your department. Press Tab to move to the Major field.
4. Click the Arrow to display a list of major codes, then click the major you wish to apply holds for.
5. Click the Submit button to process the holds.
6. You will be asked to verify the name of the department and major you submitted. If the information displayed is correct, click Continue button; if it is not correct, click Return to the Form button and correct the major or department, then repeat from step 5.
7. The message at the top should read, “Transaction Complete; Hold applied for ### Students,” where ### is the number of the students with the selected major.

If you suspect you have mistakenly applied holds for an incorrect major, contact ITS helpdesk at (810)766-6804 immediately and have a ticket placed to reverse the transaction.
Registration Overrides: Registration Overrides are necessary in order to issue special approval to allow a student to register for a class they are otherwise restricted from due to prerequisites, consent of instructor requirements or waitlists. Signed Add Slips are to be used only after the semester has begun (when Web registration is closed).

An override constitutes signature authority. An instructor may issue an override only for his/her own courses via the SIS Web system, or he/she may designate a support staff member to issue the override within the Banner system. If an override is issued by someone other than the assigned instructor, that user must demonstrate his/her authority to issue the override on behalf of the instructor (a note or email from the instructor or department chair is sufficient).
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Issuing Overrides in SIS

1. You must first login to SIS at https://sis.umflint.edu using your Uniqname and LAN password.
2. From the main menu, select Faculty & Advisors. From the Faculty & Advisors menu, click Term Selection.
3. You will be prompted to select a term. Click the Arrow to display a list of terms and click the appropriate term to select it. Then click the Submit button.
4. From the Faculty & Advisors menu, select Registration Overrides.
5. You will be prompted to select a student. You may enter a student UMID or a student’s name, then click the Submit button.
6. You will be asked to verify the name of the student you selected. Click the Submit button to proceed, or click ID Selection at the bottom of the page to re-enter the ID number.
7. The page will display a table with selections for Override type and Course. Below the overrides table, you will see a list of overrides that have already been issued for the student (if any), followed by the student’s current schedule.
8. In the first row of the table, click the Arrowin the Override column to display a list of Override options.
   • Select Pre-requisite Override to bypass any and all types of course restrictions (consent of instructor, pre-/co-requisite, or major/level/college/program restriction).
   • Select Capacity (Waitlist) Override to allow a student into a course that has been closed due to capacity limit.
   • Select Duplicate Section Override to allow a student to register for multiple sections of the same course.
   • Select Override All Restrictions to bypass both course restrictions AND waitlists.
9. In the first row of the table, click the arrow in the Course column to display a list of the courses you are teaching. Select the course you wish to allow the student to register for. You may issue overrides only for courses for which you are the primary instructor.
10. Click the Submit button to process the override.
11. You will be asked to confirm the override you submitted. Click the Submit button to confirm the transaction, or click the Registration Overrides link at the bottom of the page to edit the override and repeat from step 8.
12. Once confirmed, you will return to the Permits/Overrides page and see the override you submitted listed under Current Student Overrides. To process another override, click the Menu icon at the top of the page, then click ID Selection and repeat step 5 on.
13. When finished, click the Exit icon at the top of the page to logout of SIS.

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Issuing Overrides in Banner (INB)

1. Login to Banner (https://banner.umflint.edu) using your Uniqname and Banner password (not your UMID and PIN).
2. In the Go To field, type SFASRPO, then press Enter.
3. In the key block, enter the Term and the student’s ID number, then press Tab .
4. In the form, you will see any permits/overrides the student already has, followed by the student’s current schedule. Double-click in the first available fieldunder Permit to display a list of overrides.
   • Select Pre-requisite Override to bypass any course restrictions (consent of instructor, pre-/co-requisite, or major/level/college/program restriction).
   • Select Capacity (Waitlist) Override to allow a student into a course that has been closed due to capacity limit.
   • Select Duplicate Section Override to allow a student to register for multiple sections of the same course.
   • Select Override All Restrictions to bypass both course restrictions AND waitlists.
5. Click OK to close the list.
6. In the CRN field, type the 5-digit course reference number. If you do not know the CRN, type the subject, course number and section number into the appropriate fields to the right of CRN.
7. You must be able to demonstrate your authority to issue the override on behalf of the instructor (a note or email from the instructor or department chair is sufficient).
8. Click Save in the toolbar. Your User ID will appear next to the course, indicating the transaction has been applied.
9. To issue another permit/override, click Rollback in the toolbar and repeat from step 3.
10. When finished, click Exit in the toolbar to close the form. Click Exit again to logout of Banner.

Other Helpful Internet-Native Banner Articles
For more information using INB please reference the articles linked below.  If what you are looking for is not found below and someone in your department can not provide you with your departments procedure for the task please contact the ITS HelpDesk at 810-766-6804 and we will do our best with getting you assistance with your task.