Overview:     The Comment Type Code Validation (STVCMTT) page is to create, update, insert, and delete comment types and their respective codes, such as General Comment, Special Needs, or Added by ACT Data Load. Instructions: 1. Log into Banner 2. Search STVCMTT 3. Click Insert to add new (see below) 4. Enter the Code and Description Code = 3 Characters Description = 30 Characters (including spaces) 5. Click Save ** To modify/update a description on an existing code, follow steps 1 and 2, edit the code description, and click save. *** If you make any changes to this document, please, fill out the table below. Document Information Date Author Changes 07/06/2022 Cindy Shick - Original document created 06/06/2024 Mayara Sant'Anna de Souza - Document converted to FS solution 08/28/2024 Jeff Colen - Document reviewed & review date applied

Overview:       This document provides steps on how to add/apply a student cohort code to a student record.  Adding cohort codes will take place on SGASADD (Additional Student Information Form).  Instructions: 1. Log into Banner. 2. Search SGASADD (Additional Student Information Form).  3. Press Enter 4. Type in the Student ID and the Term. 5. Click Go 6. Enter the Cohort Code or select the ellipses (3 dots) to see a list of all Cohort Codes (STVCHRT).  6.1. If you select the ellipses (3 dots), you can choose the Cohort Code you wish to add to the student's record.  6.2. Once the Cohort Code is highlighted, click Select, and it will be carried back to SGASADD.  7. If the information is correct, Click Save. 8. If a second Cohort Code needs to be added, Click Insert. Another Cohort Code field will display, then repeat steps 6 and 7.  9. If there is a Cohort Code that must be backdated, click Start Over and enter the term to which you would like to add it.   ** If you need to have a Cohort Code added to Banner STVCHRT, please contact the Registrar's Office for assistance. *** For banner naming conventions, it is preferred that we put the term first and then a short code for the program.  Document Information Date Author Changes 07/27/2020 Cindy Shick - Original document created 06/06/2024 Mayara Sant'Anna de Souza - Document converted to FS solution 08/28/2024 Jeff Colen - Document reviewed & review date applied

Overview: This document provides instructions on how to add or update an attribute code on STVATTR (Attribute Validation Table) in Banner.  Instructions: 1. Log into Banner. 2. Search STVATTR (Attribute Validation Table).  3. Click Insert to add a new row. 4. Enter the Attribute Code (4-character limit).  5. Enter Description (30-character limit, including spaces). 6. Click Save.   Document Information Date Author Changes 11/17/2022 Cindy Shick - Original document created 06/06/2024 Mayara Sant'Anna de Souza - Document converted to FS solution 08/28/2024 Jeff Colen - Document reviewed & review date applied

Overview: This document provides instructions on how to restart a Faculty Assignment using UC4.  Instructions: 1. Log into UC4. 2. Click the Request Icon 3. Search either: "RESTART_FACULTY_ASSIGMENTS" for Spring or Fall assignments. "PRORATA_RESTART_ASSIGNMENTS" for Summer assignments.  4. Double-click the job name or Click Request. 5. Enter the Term and Faculty ID. 6. Click Submit and Close To review Output: 1. Select the output icon.  2. Select Query. 3. Select the Process Flow icon. 4. Move "Restart_Faculty_Assignments" or "Prorata_Restart_Assignments" from the left window to the right using the single arrow icon.  5. Click OK. 6. Back on the Query page, the Current Day will be checked by default. Uncheck to enter a date range. 7. Click OK for results.  8. Double-click the results to view output files.  Document Information Date Author Changes 05/20/2021 Cindy Shick - Original document created 06/06/2024 Mayara Sant'Anna de Souza - Document converted to FS solution 06/26/2024 Cindy Shick - Document reviewed & updated with Cindy as Author 

Overview: The following instructions show how faculty members can review and acknowledge their assignments. Instructions: 1. Log into my Tri-C space. 2. Click on Employee Dashboard. 3. Locate My Activities, then click on Faculty Load and Compensation. 4. Click on Compensation and Acknowledgement. 5. Select Term. 6. Click Go. 7. To acknowledge each assignment, click on the Faculty Acknowledgement box. 8. Scroll down the page and click the Acknowledge Selected Positions button. This will save your acknowledgement. 9. You will see an Acknowledgment Date listed. That indicates that your acknowledgment was saved. Document Information Date Author Changes 04/10/2023 Cindy Shick - Original document created. 06/10/2024 Mayara Sant'Anna de Souza - Document converted to FS Solutions 08/02/2024 Cindy Shick - Document Reviewed & review date applied

Overview: The following steps show how to add personal links in Banner. You can now add personal links in Banner 9. The links will appear on the side panel applications menu. Please note that no more than 6 links can be added. Instructions: 1. Log into Banner. 2. Search for GUAUPRF. 3. Click on the My Links tab.  4. Enter the link description. 5. Enter the URL or Banner Object (which correlates to the description you added in step 4). 6. Click Save.         ** For any additional link, follow steps 1 through 6.  Document Information Date Author Changes 03/19/2019 Cindy Shick - Original document created. 06/12/2024 Mayara Sant'Anna de Souza - Document converted to FS solution. 08/27/2024 Jasmine Stumpp - Document reviewed & review date applied

Overview:  This document provides details should you opt to update your preferred name. Instructions: Should you update your chosen/preferred name, your username and email will be impacted. Please, note the following: 1. Username: Your username will be updated, and you may be required to log out and log back in to see the changes. 2. Email: Your email will be updated to reflect your chosen name. Multiple chosen name changes may result in an email with incremented numbers. (For example: john.doe@tri-c-edu; john.doe2@tri-c.edu; etc.)  3. Email Login: Once the request has been processed, log into your email using your new email first; if unsuccessful, use your previous address. 4. Help Desk: For further questions regarding username and email, please contact the Help Desk at x4357. Document Information Date Author Changes 06/13/2023 Cindy Shick - Original document created  06/12/2024 Mayara Sant'Anna de Souza - Document converted to FS solution 08/02/2024 Cindy Shick - Document reviewed & review date applied

Overview: This document provides steps on how to change contract verbiage within FLAC. Changes will take place in Banner on PTRFLCT. . Instructions: 1. Log into Banner. 2. Go to PTRFLCT. 3. Enter the Term the change will begin. 4. Click GO. 5. Click Copy. (The Copy feature will create a new "From Term" record, which means any changes made will begin from that term) 6. Select the Contract Type to update. 7. Click on the Edit Dialog button to edit contract verbiage. 8. With the edit window open, make the desired changes and click OK. 9. Click Save after each change. ** You can repeat the steps above until all the contract types have been updated. Document Information Date Author Changes 02/07/2023 Cindy Shick - Original document created 06/14/2024 Mayara Sant'Anna de Souza - Document converted to FS solution. 08/22/2024 Cindy Shick - Document reviewed & review date applied

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

Overview: Persistent profiles allow users to arrange the results of Banner pages they regularly visit. If the changes are saved, they will be visible the next time the user logs in. Some Persistent Profile functionalities users now can do are: Column width adjustments Re-ordering columns on a page Control the number of records displayed on a page Persistent filter settings. How to Set up Persistent Profiles for Columns Instructions: 1. Log into Banner. 2. Open a page/ form. 3. Run your search or query to load results. (For example: SFAALST) 4. Click or Drag column headers to arrange the order or adjust the column width. Once a column has been arranged or adjusted, the header will turn blue to indicate a change was made. 5. After all adjustments have been made, click Settings > Save Column Settings. 6. To change back to the delivered default settings, click Settings > Restore Column Settings. This option will not display the changes until the user logs out and back in. How to Change the Number of Records Displayed Per Page Instructions: 1. Log into Banner. 2. Open a page/ form. 3. Run your search or query to load results. (This article is using SFAALST as an example) 4. Banner defaults vary by page and are usually 10 or 20. Click on the field next to "Per Page". 5. Click Settings > Save Pagination Settings. 6. To change back to the default settings, click Settings > Restore Pagination Settings. Note that the changes will not be displayed until the user logs out and back in. How to Save Filter Settings Instructions: 1. Log into Banner. 2. Open a page/ form. 3. Select Filter and enter your search criteria. 3.1. You can also use the Advanced Filter option for additional fields. 4. If the filter is a standard filter used regularly, and you would like to save it, click Settings > Save Filter Settings. 5. To change back to the default settings, click Settings > Restore Filter Settings. Document Information Date Author Changes Cindy Shick - Original document created. 06/14/2024 Mayara Sant'Anna de Souza - Document converted to FS solution. 02/20/2025 Cindy Shick - Document reviewed.