Banner - General User Settings
Modified on: Wed, Aug 28 2024 10:26 AM| 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.
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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 |
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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.
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| 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. |
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| 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 |