QN33

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	Conducting Person Searches in Banner
	Quicknote #33	February 2006

Introduction:

This Quicknote is written as a tool to assist University of Michigan - Flint, Banner users with performing person searches in Banner.

Before You Begin:

Open and Log in to Internet-Native Banner. For more help on this, please see Quicknote #31.

¨ Introduction

¨ Before You Begin

¨ ID Search

¨ Name Search

¨ Name Search Using SOAIDEN

¨ Additional Resources

**Note: 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.

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. If you can’t find a person by using one (or all) of their IDs then you will need to perform a name search.

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%).

Example:

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.

The number in the top-right corner reflects the number of results that fit the criteria you entered.

The pull-down menu next to Search Results: field will show you all of the results obtained. You may 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. Or to narrow your search results follow the instructions below.

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, SSN, Date of Birth, or Gender.

1. Fill in one or more of the fields to narrow your search results and click the

located on the right side of the window.

**Note: 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.

**Note: 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

next to the Name: field in any Banner form.

5. When desired person is identified, place cursor in ID: field of desired record and double-click.
The selected record will now appear in the form from which you began your search.

Additional Resources:

ITS Quicknotes are available in the Student Computer Lab in 206 MSB, at the ITS HelpDesk in 207A MSB or on-line at http://www.umflint.edu/its/helpdesk.

a division of Information Technology Services at The University of Michigan-Flint.

Conducting Person Searches in Banner

Quicknote #33

February 2006