Banner - General User Settings
Overview:
This document provides instructions for general user settings in Banner.
Search/ Direct Navigation Information:
1. Direct Navigation Option: This field can be used to directly access pages, jobs, menus, and quickflows. If you know the name of the object you want to access, enter the seven-letter object identifier or acronym for the page. This option also recognizes URLs for Self-Service pages. If multiple matching objects are available, a list of matching objects is displayed. If no matching records are available, a "No Results Found" message is displayed. If a menu item is selected, a menu panel will open, and the selected menu will be displayed. This field is also available through the search icon in the main menu.
2. Search Option: The search option will function as the search field has done in the past. For example - type the first 3 letters of acronym and it will list all options.
How to Change the Default Display for Direct Navigation/ Search
The Banner default option is Search; however, if you want to default to Direct Navigation, follow the steps below.
Instructions:
1. Select your profile from the navigation panel.
2. Click on Personal Settings.
3. Select the desired option on the Search Preference Indicator field.
4. Click Save.
How to Turn Sign Out Confirmation ON/OFF
Sign Out Confirmation sends a notification to the user when they have signed out of Banner successfully. By default, the sign-out confirmation is turned OFF (the option is No); however, if you want to default to YES (ON), follow the steps below.
Instructions:
1. From the navigation pane, select your profile.
2. Click on Personal Settings.
3. Select either Yes or No to the question "Do you need sign-out confirmation?".
Note that, selecting Yes will turn the notification on, and selecting No will turn them off.
4. If your notifications are ON, your log-out confirmation will appear as follows:
How to Set a Preferred Landing Page
With this option, users can modify the landing page in Banner to a preferred Banner Page. Application Navigator will reference the user`s preference and the page will automatically display when the user logs in.
For example, a user can set their preferred page to SPAIDEN and each time they log into Banner, that will be the default display.
Instructions:
1. From the navigation panel, select your profile.
2. Click on Personal Settings.
3. In the Preferred Initial Page field, type the acronym, URL, or page description.
4. Click Save.
How to Add Favorites
Users can Add frequently visited/used pages to the Favorites Menu.
Instructions:
1. From the Main Menu, click on Banner.
2. Select a Banner Module.
3. Select a Group.
4. Click the Star icon on the right side of the form you wish to add to your favorites.
5. The favorite form will now appear under your favorite's menu in the Navigation Menu.
6. To remove a page from Favorites, click (deselect) the Star.
Document Information
Date
Author
Changes
- Original document created
06/14/2024
Mayara Sant'Anna de Souza
- Document converted to FS solution.
08/28/2024
Jasmine Stumpp
- Document reviewed & review date applied