Banner Administrative System Documentation

Below you will find documentation for forms, training materials, release guides and Banner documentation, as well as helpful hints and procedures.

Banner-Related Forms and Requests

Release Guide

Helpful Hints and Procedures



The information and procedures below are shared with individuals when they complete the Banner Admin Navigation Overview, prior to receiving access to Banner Admin.  A PDF of this information is shared at the time of the overview.

Log into Banner

Visit MyAU and click "Useful Info."

MyAU home page

Under the "Faculty/ Staff" heading, click "Banner Administration."

MyAU useful info menu

Click the button labeled "Banner 9 Admin Prod."

Banner 9 Admin Prod link button

Sign in with your AU email address and password.

AU Microsoft sign in page

 The Banner Admin Dashboard

The main Banner Dashboard has a search field you can use to search for Banner forms.

Banner dasbhoard

The menu on the left can be used to view different Banner functions.

Banner dashboard with menu

Frequently-used forms can be added to the Favorites area so you can find them easily.

Banner favorites menu

To navigate to a form, type its acronym in the search field. When the form appears in the list of matches, click it to enter it. The example used below is GUAUPRF, the General User Preferences form.

The Banner dashboard search field with GUARPRF entered

Tip:  To add the form to your Favorites list, click the star icon to turn it blue.

The Banner dashboard search field with GUAUPRF entered, and selected as a favorite

General User Preferences Form (GUAUPRF)

GUAUPRF allows you to change how Banner appears for you when you are logged in. You can change color schemes and other visual settings. Even if you never make these changes, GUAUPRF is a good example of how Banner forms are structured. Many of the forms you use will have a similar layout. Click each tab across the top of the screen to see its contents.

The main landing page of GUAUPRF

Display Options - Color Schemes & Making Changes in Banner

  1. Locate the item you would like to change (scroll bar, for instance).
  2. In the “User Value” field, type in the new red, green, and blue values for the desired color.
  3. Click “Save” at the bottom right-hand corner of the screen.

Please be aware that when you make changes in a Banner form, you will not see the changes right away. You will need to log out of Banner and log back in to see your changes applied.

Exit a Form

To leave a form and return to the Dashboard, click the “X” in the upper left-hand corner of the screen.

General Person Identification Form (SPAIDEN)

Type SPAIDEN in the search field and click it to enter it. To add it to your Favorites, click the star to turn it blue.

The Banner dashboard search field with SPAIDEN entered, and selected as a favorite

When you enter the form, it will be empty. You will need to look up a record in order to view an individual’s information. In other words, you will need to tell Banner what information you would like to see. There are multiple forms that function this way.

Look up a Record

Method 1 – Type the user’s Banner ID (A00xxxxxx) into the ID field and click “Go” on the right-hand side of the screen.

The SPAIDEN search field populated with the Banner ID of desired record

The form will be populated with the individual’s information. Click each tab across the top of the form to see its contents. To look up a different record, click “Start Over” in the upper right-hand corner of the screen.

SPAIDEN populated with the information of the desired record (user)

Method 2 – Click the “…” icon to the right of the ID field in order to search for an individual. Select “Person Search.”

SPAIDEN search field with dropdown query icon to the right          

 

SPAIDEN dropdown query option list

Enter any information you have on the individual in the corresponding field. If you are not sure how to spell an individual’s name, you can use % as a wildcard to replace a letter or a portion of the name. Click “Go” or press the F8 key to execute the search.

SPAIDEN Person Search screen

Locate the desired individual, and double-click the Banner ID (A00xxxxxx) that appears in the result. This will return you to the main page of SPAIDEN.

Method 3 – Press TAB, enter the name, and press TAB. 

OR

Method 4 – Press TAB, enter the name, and press Enter. 

Method 3 and 4 will give you a search field in which you can enter the individual’s name. You can use % as a wildcard if you are unsure of the spelling.

SPAIDEN name search field

The “ID and Name Extended Search” box will appear. You will see the Person/ Non-Person Count which will show the number of matching records. Click “Press to see Results” or “Person Search Detail” to see the list of records. If there are many matching records, you can narrow them down by entering additional search criteria (city, state, zip code, date of birth, etc.).

SPAIDEN extended search menu

On the results page, double-click the record you would like to display, and then click “Go.”

Banner Tips & Reminders

  • While Banner Web gives you access to YOUR OWN information, Banner Admin allows you to look up information on other individuals.
  • A user’s Banner ID never changes, even if their role at the university changes (student to employee), or if they leave the university and return at a later date.
  • When you make changes in a Banner form, you will need to log out and log back in to see your changes applied.
  • You may access Banner Admin from off-campus, as long as you are logged into AU’s VPN.