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1. a Academic Standing Code Validation STVASTD 8 0 BANS Standing Dean Prob Proh Minimum Maximum EDI Voice Sys Code Description List Ind Reg Hours Hours Eqv Msg Req Activity Date fo Deans Oo oOo 1 17 Nov 2004 12 Honors Ww o 10 FEB 2005 13 Presidents List Ww 0 17 NOV 2004 Ac This is Academic Standing m J 0 13 JUL 2004 AD Academic Dismissal O E M B28 O 20 AuG 2004 AW J Academic Warning O o o 16 000 o SunGard 2004 2008 Banner Student General Student Training Workbook Page 17 Steps Follow these steps to create an academic standing code I 10 IL T2 iS Access the Academic Standing Code Validation Form STVASTD Enter a two character code in the Standing Code field Enter a description of the standing code in the Description field Click the Dean s List checkbox if this code indicates the student is on the Dean s List Click the Prob Ind checkbox if this code indicates the student is on academic probation Click the Proh Reg checkbox if this code means that the student is prohibited from registering for additional courses Enter a number in the Minimum Hours field for which a student is required to enroll when under this academic standing code Enter a number in the Maximum Hours field for which a student may enroll when under this academic standing code Enter a code in the EDI Eqv Equivalent field Note The EDI Eqv Equival
2. Search Update ma Results Select Indicator Select All Deselect All None Manually Select ID Name Term Code Hold Deceased Conf Added Yes No Partial None Message z a 2 E pereza lech soa o oro a 3 222202 5a C oo0000s0 Lytle Margaret 199710 a G Cc No updates pet 610009601 Maris Keith 199610 o o v O C No updates pei C 300000001 Murphy Justin M 199710 v O C No updates per W 210009609 Phillips Sandra 199610 C Q Learner copied O 484598209 Rosenberg Willow 199610 O 2 No updates per 021341212 Straub Therese 199710 3 No updates per 777111111 University Sabanci 199710 Oo Cc No updates per 610009621 Volker Pamela 199610 E Q No updates per _ f DA mnm 510000007 wilson Kevin M 199610 L a a L QO No updates per W 610009605 Young Abbie 199610 C Learner copied D 210009605 Young Celia 199610 Q C No updates pei Submission Y Submit C Hold for Job Submission Batch Process ID C E 8 To execute the Mass Entry for General Student immediately select the Submit check box as shown above To execute it later as a Batch Process select the Hold for J ob Submission check box Please see the section Mass Entry Batch Update in this workbook for more information about running the Mass Entry Batch process 9 Click the Save icon to execute the process 10 Once the proc
3. Number Parameters Values al J 01 Report Term 02 Cohort Start Term 03 Enrollment Term loa Cohort Code 05 activity Sport Code 06 Degree Level 07 Athletic 4id Indicator 08 Print Detail Report Indicator LENGTH 6 TYPE Character O R Required M S Single Report Heading Term Submission C Save Parameter Set as Name Description Hold Submit Steps Follow these steps to run the Student Right To Know Report 1 Access the Student Right To Know Report SGRKNOW 2 Enter the desired printer name in the Printer field Note You can enter DATABASE to write the report to a table for on line viewing and to enable the saving of the report to a shared folder on a designated network drive 3 Enter these parameter values Req d Parameter Value v Report Term Enter the term in which you are running the report v Cohort Start Term Enter the start term of the cohort codes to be processed SunGard 2004 2008 Banner General Student Page 124 Req d Parameter Value Enrollment Term Enter the term in which students must have enrollment to be counted as a cohort v Cohort Code Enter the code s processed to those specified with a matching start term A wildcard will process all cohort codes with a matching start term Activity Sport Code Enter the sport activity code s to be processed for each cohort code Enter a wildcard
4. SunGard 2004 2008 Banner General Student Page 150 Mass Entry Purge Audit B Overview Audit tables may be very large and you may wish to remove them after the processing is complete and the audit confirms the results Records can be selected for deletion based on mass entry form user ID from and to dates delete option update status to be deleted or batch process ID The update status can be e All completed updates Failed updates e Incomplete updates e No updates e Partial updates e Successful updates The process can be run in Audit Mode or Update Mode and can show summary detail or totals information Banner form Process SoeMAUO Purge Mave Entry Audit Parameter Set Ki Printer Control Printer DATABASE Special Print Lines os Submit ime Parameter Values Number Parameters koi lor Form name SMAMOEG joz User 10 E eaea los Add Data To fon fosita Option la oe tun Mode a z for Repent optan i fl oe Batch Praceres 1D SYSTESTISNOCCGOO0007 LENGTH 30 TYPE Character O P Optional M S Single Generated Batch denther ceated update was held for Job Submis son Submission E7 Save Parometor Set os Nome Description Hold Submit SunGard 2004 2008 Banner General Student Page 151 Steps Follow these steps to purge the Audit file you created earlier 1 Access the Purge Mass Entry Audit form
5. 2 Enter a two character code of the EOPS status in the Code field Note Once an EOPS status code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the EOPS status code record cannot be deleted 3 Enter a description of the EOPS status in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 44 Eligibility Factor Validation ie Purpose Use the Eligibility Factor Validation Form STVESEL to create update insert and delete eligibility factor codes such as Did not graduate HS NO GED Financial Consideration H S GPA below 2 5 and so on The Education Opportunity Programs and Services Form SGAEOPS uses this form to validate eligibility factors You can create or update these codes only from this form Banner form a Eligibility Factor Validation STVESEL 8 0 BANS_WIN Code Description Activity Date HS GPA below 2 5 J fo NOV 1991 a Previous Remedial work z NOV 1991 B CI SunGard 2004 2008 Banner Student General Student Training Workbook Page 45 Steps Follow these steps to create an eligibility factor code 1 Access the Eligibility Factor Validation Form STVESEL 2 Enter a two character code for the eligibility factor in the Code field Note Once an eligibility factor code record has b
6. 01 maY 1987 1 Small Pox s Immunization 06 APR 2004 Mute J 17 AUG 1987 L Prosthetic limb 09 ocT 1987 Paraplegic 31 Mar 1987 P Quadriplegic 17 AUG 1987 J TIA id SunGard 2004 2008 Banner Student General Student Training Workbook Page 51 Steps Follow these steps to create a medical code 1 Access the Medical Code Validation Form STVMEDI 2 Enter up to ten characters for the code of the type of disability in the Code field Note Once a medical code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the medical code record cannot be deleted 3 Enter a description of the type of disability in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 52 Originator Code Validation B Purpose Use the Originator Code Validation Form STVORIG to create update insert and delete originator codes such as Student Accounts Office Bursar s Office Dean of Students and so on Forms in several modules use this form to validate the originator codes You can create and update these codes only from this form Note The value AUTO for Generated Automatically is a required value on this form when CAPP processing is in use Banner form a Origi
7. 60008 County Nation ul Telephone Type Telephone C C More Phone Numbers Exist Steps Follow these steps to complete the process using the Guardian Information Form SOAFOLK 1 Access the Guardian Information Form SOAFOLK 2 Enter the student s ID number in the ID field Note If you do not know the student ID number you can select the down arrow in the ID field to perform a query using the student name 3 Enter the prefix of the guardian in the Prefix field Example Mr Ms Mrs Pastor 4 Enter the last name of the guardian in the Last Name field 5 Enter a name in the First Name field 6 Select the Deceased checkbox if the guardian is deceased 7 Select a relationship type in the Relationship field SunGard 2004 2008 Banner Student General Student Training Workbook Page 117 8 Enter values if applicable in the Degree Employer and Title fields Note These fields can be left blank if information is not requested or is not available 9 Enter the address type representing Parents in the Address Type field Result The student s address information defaults from the student file 10 Click the Save icon 11 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 118 Maintaining Sports Records D Purpose Use the Athletic Compliance Form SGASPRT to assign sport codes status athletic eligibility academi
8. SunGard 2004 2008 Banner Student General Student Training Workbook Page 95 28 29 30 a1 32 33 34 30 36 Bi 38 39 40 41 42 Note Your institution may not request this information If it does not the field can be left blank If you have confirmed this information click the Ethnicity and Race Confirmed checkbox and enter a confirmed date in the Confirmed Date field Enter the appropriate veteran information in the Veteran File Number Veteran Category and Active Duty Separation Date fields if this information applies Otherwise you may leave these fields blank Perform a Next Block function to access the Race block Result Information in the fields may default based on what you have selected in the Ethnicity field Enter additional race records in the Race field if appropriate Note You cannot change an existing race Access the Quick Admit tab Note Some of these fields may have defaulted in depending on the rules that have been created If that is the case you will not need to complete all fields Enter a student type code in the Student Type field Example A 1 Time Freshman Enter a student status code in the Student Status field Example AS Active Enter a residence code in the Residence field Enter F if the student is full time or P if the student is part time in the Full or Part Time field This field is optional Select a rate code in the Rate field
9. 6 Click the Save icon 7 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 39 Employer Code Validation D Purpose Use the Employer Code Validation Form STVEMPL to maintain employer codes which represent the employer s name address and phone number Other forms use this form to validate this employer information You may only create or update these codes from this form Note When a valid ZIP or postal code is selected from the ZIP Postal Code Validation Form GTVZIPC and entered in the ZIP PC field the combination of City State Province and Nation information which exists in GTVZIPC will default into the appropriate fields The related information does not default in when the ZIP Postal Code is entered manually Banner form Code Activity Date 29 auG 1987 _ Street Line 1 Street Line 2 Street Line 3 City State or Province ZIP or Postal Code eve A Nation Phone fais 6408868 pas Code foz fem S S S S lt C lt S CA vty Date O7APR 1958 Street Line 1 124 Main Street Oe Street Line 2 Street Line 3 City Philadelphia State or Province pa 7 Pennsylvania ZIP or Postal Code 18876 o E Nation id Phone fais 5551212 zie Code SCT Systems amp Computer Technology Activity Date 06 JAN 1995 Street Line 1 Four Country View Road Street Line 2 i Street Line 3 City Malvern State or Province p
10. C C C C E Print Indicator oos Activity Date 29 JAN 1995 _ Banner Student General Student Training Workbook Page 26 Steps Follow these steps to create a cohort code 1 Access the Cohort Code Validation Form STVCHRT 2 Enter a code in the Cohort Code field 3 Enter a description of the code in the Description field 4 Select a term in the Start Term field 5 Select an expected graduation term for this cohort in the End Term field 6 Select the expected degree level for this cohort in the Degree Level field This field is optional 7 Click the Print Indicator checkbox to have data about this cohort included in printed reports 8 Click the Save icon 9 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 27 Class Code Validation w Purpose Use the Class Code Validation Form STVCLAS to create update insert and delete class codes Examples Freshmen Sophomore First Year Law Professional etc Banner form 9 Class Code Validation STVCLAS 8 0 BAN8S_WIN 77 v Activity Date 09 20N 1995 03 3AN 1995 03 3aN 1995 03 3AN 1995 03 Jan 1995 03 JAN 1995 03 3AN 1995 03 Jan 1995 Class Code Description EDI Eqy LMSE Second Year Third Year SS Fourth Year vear 1 Semester 1 faar 1 Samosata oo vear 2 Semester 1 vear 2 Semester 2 o FEES POCOO ooo SunGard
11. Note Once a campus code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the campus code record cannot be deleted 3 Enter a description of the campus in the Description field 4 Enter the code of the district or division with which the campus is associated in the District field 5 Click the Save icon 6 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 23 Combined Academic Standing Code Validation B Purpose The Combined Academic Standing Code Validation Form STVCAST is used to create and define valid combined academic standing codes The combined academic standing code is defined by a combination of an academic standing code and a progress evaluation code Note Calculated code displays in the General Student record Banner form Prohibit Minimum Maximum Voice System Description Registration Hours Hours Message Required User ID Activity Date O o a i il il TT SunGard 2004 2008 Banner Student General Student Training Workbook Page 24 Steps Follow these steps to create a combined academic standing code is Access the Combined Academic Standing Code Validation Form STVCAST Enter a two digit combined academic standing code in the Code field Enter a description of the code in the Description field Click the Prohibit Registration checkbox if
12. Once a service code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the service code record cannot be deleted 3 Enter a description of the service in the Description field 4 Enter a two character code in the Service Type field to further define the service code 5 Click the Save icon 6 Click the Exit iicon SunGard 2004 2008 Banner Student General Student Training Workbook Page 69 Service Result Validation B Purpose Use the Service Result Validation Form STVSSRS to create update insert and delete student service result codes such as Promotion Obtained Job Obtained Goal Not Met and so on The Support Services module uses this form to validate service result codes You can create or update service result codes only from this form Banner form ta Servic STVSSRS 8 0 BANS_WIN 77 Code Description Goal reached in progress Activity Date 06 3AN 1995 26 Nov 1991 Goal not reached Unknown TE 75 6 06 JAN 1995 06 3AN 1995 Steps Follow these steps to create a student service result code 1 Access the Service Result Validation Form STVSSRS 2 Enter a two character service result code in the Code field Note Once a service result code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the service result code record
13. Oo oO No updates per 2 210009609 aa ammer 484598209 Rosenberg Willow Oo 0 No updates pei C 021341212 Straub Therese O oO No updates per 777111111 University Sabanci O Oo No updates per 610009621 Volker Pamela o oO No updates per 510000007 Wilson Kevin M 199610 oO Oo 9 No updates pei W 610009605 Young Abbie 199610 O oO Learner copied 210009605 Young Celia 199610 Oo Oo Q No updates per v Submission A Submit Hold for Job Submission Batch Process ID 7 The audit tables are updated when the mass entry updates are processed in real time on a mass entry form The tables are also updated when job submission batch processing SORMEBP is run for updates that have been held for later processing 8 After reviewing the results of your selected session click on the Exit icon SunGard 2004 2008 Banner General Student Page 148 Mass Entry Batch Update B Overview The Process Mass Entry Report SORMEBP is used to process mass entry updates in batch that are held for job submission processing in the Results tab of the mass entry form When a process is held for job submission all of the data is written to the Mass Entry Audit tables without a date completed or an update result but with a batch process identifier The batch process ID can be submitted through job submission using SORMEBP when you are ready to process the updates This report processes the mass entry update
14. SOPMAUD 2 Leave the Parameter Set field empty 3 Perform a Next Block function to access the Printer Control Block 4 Double click in the Printer field and select an available printer Note You can enter DATABASE to write the report to a table for on line viewing and to enable the saving of the report to a shared folder on a designated network drive 5 Press on Next Block to access the parameter values 6 The form name is required In this case enter SGAMSTU 7 Enter the Batch ID if you created one when you executed SGAMSTU You can also enter other parameters that will further narrow the list of sessions returned to you such as your User ID or the Add Dates 8 Parameter 05 specifies what you want to delete Review your options from the LOV 9 Parameter 07 specifies the type of report Review your options from the LOV 10 Click the Save icon to execute the report Result The Auto hint line displays the job submission number for the report log and list file 11 Select Review Output on the Options menu to review the report 12 Click on the Exit icon SunGard 2004 2008 Banner General Student Page 152 Summary B Let s review As a result of completing this workbook you have e created a general student record e changed a major and added a minor e processed a leave of absence request e entered veteran information e added or changed advisor information e entered additional student information e entered coo
15. T m i SunGard 2004 2008 Banner Student General Student Training Workbook Page 82 Steps Follow these steps to create a student classification rule 1 Access the Student Classification Rules Form SGACLSR 2 Perform an Insert Record function 3 Enter a two character code in the Level Code field 4 Enter an amount in the From Hours field 5 Enter an amount in the To Hours field 6 Select a class code in the Class Code field 7 Double click in the Attribute field and select a class standing student attribute code This field is optional 8 Repeat steps 2 7 as needed 9 Click the Save icon 10 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 83 Self Check Directions Use the information you have learned in this section to complete this self check activity Question 1 What is a communication plan Question 2 What is a Student s Right to Know Question 3 Name at least two student type codes that should be created on the Student Type Code Validation Form STVSTYP for IPEDS reporting SunGard 2004 2008 Banner Student General Student Training Workbook Page 84 Answer Key for Self Check B Question 1 What is a communication plan A set of rules designed to implement institution preferences regarding who should receive which materials and when those materials should be sent Materials can be generated letter or l
16. This field is optional Select an education goal in the Education Goal field This field is optional Select an education level in the Education Level field This field is optional Click the Create Application Record checkbox Select the type of admissions in the Admission Type field Select an application status code in the Application Status field Select an admissions decision in the Admission Decision field SunGard 2004 2008 Banner Student General Student Training Workbook Page 96 43 44 45 46 47 48 49 50 51 52 53 54 53 56 57 Perform a Next Block function to access the Curriculum block Select a catalog term in the Catalog Term field Enter a priority number that identifies curriculum rank in the Priority field Select a program from the All Program Codes option in the Program field Note The College Level and Degree fields may be filled in for you based on the program selected If not select values for these fields Select a campus code in the Campus field Enter a field of study priority number in the Priority field Access the Field of Study block Select Major in the Type field Select a status in the Status field Select a major minor or concentration code in the Field of Study field Click the Save icon Click the OK button to acknowledge that the records have been saved Result The Communication Plan window opens Click the Save icon to sav
17. _ C Bf C L z C User ID Activity Date Competition imagem Comments Athletic Competition Record Status Begin Term of Eligibility End Term of Eligibility Ea Seasons of Competition Available Reason ibd Season of Competition Used Seasons of Competition Used Seasons of Competition Remaining User ID Activity Date Steps Follow these steps to enter compliance records without competition data You can enter compliance sport records without athletic competition data athletic attributes or athletic comments 1 Access the Athletic Compliance Form SGASPRT 2 Enter the ID for the athlete in the ID field in the Key Block 3 Perform a Next Block function to the Athletic Compliance Term block 4 Enter the term for the athletic compliance record in the Term field 5 Review if the person has a prospect applicant or general student record for the term Note If a general student record exists review the student status 6 Perform a Next block to the Athletic Compliance Sport block 7 Enter the sport code in the Sport field for the sport in which the athlete is participating 8 Enter the status code for the athlete in the Status field SunGard 2004 2008 Banner Student General Student Training Workbook Page 120 9 Enter the eligibility code for the athlete in the Eligible field 10 Click the Athletic Aid checkbox if the athlete is receiving athletic aid 11 Enter the academic eligibility
18. click the down arrow to find your student 3 Select a term in the Term field 4 Perform a Next Block function 5 Select the Veteran tab 6 Select a code in the Veteran Type field 7 Select a term in the Term field 8 Enter a number in the Certification Credit Hours field 9 Enter a date in DD MM YYYY format in the Certification Date field 10 Click the Save icon 11 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 104 Adding or Changing Advisor Information Purpose The Multiple Advisors Form SGAADVR allows a student to be associated with an unlimited number of advisors for an effective term range It also allows the user to view a student s existing advisors for an effective term range Multiple advisors may be designated for any type of student not just graduate students A General Student record must exist to associate an advisor with a student The user must designate a primary advisor if multiple advisors exist If the primary advisor is deleted the secondary advisor defaults into the primary place Banner form ID 601000070 Davis Mac S Term 199901 7 Advisor Information From Term 199901 Maintenance E To Term 3999999 Advisor Type Primary Indicator v MAIR Major Advisor v o o SunGard 2004 2008 Banner Student General Student Training Workbook Page 105 Steps Follow these steps to complete the process of ad
19. to process all sport activity codes v Degree Level Enter the cohort code s to be processed to match the degree level as specified on the Cohort Code Validation Form STVCHRT or a wildcard may be entered to process all degree levels Athletic Aid Indicator Enter Y to select only those students with the sport code s to be processed where the Athletic Aid Indicator for the sport code is checked Print Detail Report Indicator Enter Y to print a detailed listing of students in each category 4 Click the Save Parameter Set as checkbox if you want to save the parameter set for future use enter a name and description in the Name and Description fields 5 Click the Submit radio button 6 Click the Save icon to execute the report Result The Auto hint line displays the job submission number for the report log and list file 7 Select Review Output on the Options menu to review the report 8 Click the Exit icon SunGard 2004 2008 Page 125 Banner General Student Entering Disability Information B Purpose The Student Disability Services Form SGADISA is used to capture information about disabilities as well as services provided for those disabilities for a student on a term by term basis A student record must exist for the student on the General Student Form SGASTDN for the term specified Banner form a S
20. 71 Student Status Code Validation Purpose Use the Student Status Code Validation Form STVSTST to create update insert and delete student status codes i e Active Withdrawn Inactive Due to Graduation etc Forms in several modules use this form to validate the student status codes You can only create and update these codes from this form Banner form a Student Status Code Validation STVSTST 8 0 BANS_WIN oldddde Status Allow System Curriculum Code Description Registration Required Status Activity Date P E Beee S al APPACCEPT Applicant acceptance ozaPR 2007 er Graduated O Z 0 GRADUATED Learner has Graduated 05 Jun 2006 fe nacive due to Graduation O D o fz1JaN 1995 is Inactive w INACTIVE Inactivate Applicant fram Adms 05 Jun 2006 iv Student onLeaved Z m Leave Learner is on Leave 09 aPR 2007 O C gt k o LJ I o o Ld SunGard 2004 2008 Banner Student General Student Training Workbook Page 72 Steps Follow these steps to create a student status code 1 Access the Student Status Code Validation Form STVSTST 2 Enter a two character code in the Status Code field 3 Enter a description of the status code in the Description field 4 Click the Allow Registration checkbox if registration is allowed with the associated student status 5 Do not check System Required checkbox Note If the System Required checkbox is checked the v
21. Apr 2008 User ID LDAVIS Form Name scamstu Sessions Search Update Results Date Initiated User ID Initiated Date Completed User ID Completed Batch Process ID Column Value Residence Code R Student status 4S Student type code N eee o ooo maal Column Value Update Criteria Expected graduation date 12 MAY 2001 Graduation term 200120 Graduation year 0 poa earmer effective tem om PE o w 3 Note the following data is contained at the top of the Search Update Tab Field Description Date Initiated The date the Mass Entry was initiated User ID Initiated User ID of the individual who initiated the Mass Entry Date Completed The date the Mass Entry update was complete If Batch process has not yet been run this field will be empty SunGard 2004 2008 Banner General Student Page 146 Field Description User ID Completed User ID of the individual who ran the update If Batch process has not yet been run this field will be empty Batch Process ID The Batch Process ID assigned by the system to this session if Batch processing was selected If the update was processed in real time this field will be empty Form Name Identifies the form used for Mass Entry Session Name The name of the session selected 4 The Search Criteria from the original Mass Entry form is reprodu
22. Banner Student General Student Training Workbook Page 115 Steps Follow these steps to enter guardian information 1 Access the General Person Identification Form SPAIDEN 2 Enter the ID of the student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student 3 Select the Address tab 4 Enter a date in the From Date field 5 Select an address type representing Parents in the Address Type field 6 Enter an address in the Street Line 1 field 7 Enter a city in the City field 8 Enter a state or province in the State or Province field 9 Enter a zip or postal code in the Zip or Postal Code field 10 Select a telephone type in the Telephone Type field 11 Enter telephone number in the Telephone field 12 Click the Save icon 13 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 116 Banner form a Guardian Information SOAFOLK 8 0 BANS foci lll na eel ee al eal eal eel el el oa eal eee eee ID 601000070 Davis Mac Middle Prefix Last Name First Name Initial Suffix mr Smith Bob p C Deceased Relationship u 7 Guardian Employer Degree Title Address Type Pr 7 Permanent From Date 21 JUN 1991 To Date Sequence Number a Source Street Line 1 492 Yukon Street Line 2 Street Line 3 City Indianapolis State or Province IN Indiana Zip or Postal Code
23. Day Care Career Planning Transportation The Support Services module uses this form to validate service codes You can create or update services only from this form Banner form 3 Service Code Validation STV Code Description Service Type Activity Date aoir Adult Literacy 06 NOV 1991__ las assessment Service O7 NOV 1991 BaBy Babysitting hourly O7 NOV 1991 pssk Basic Skills 06 NOV 1991 cHcR Child Care s 06 mov 1991 cnan Counseling Advising Service O7 NOV 1991 cRPL Career Planning Interest O7 NOV 1991 prsa Disabled Student Services B 06 NOV 1991 Druc Drug Counseling 21 JUL 1994 m e D wo 06 NOV 1991 lEors ESL Financial Aid 06 NOV 1991 06 NOV 1991 JUDI hob Placement Judicial Affairs Learning Study Skills Service 21 JUL 1994 21 JUL 1994 07 NOY 1991 TA MINO OREN minority Student Services Orientation Service 21 JUL 1994 O7 NOV 1991 SPEC SSKE aA Specialized Service J study Skills Evaluation OUUU PEELE UOC I I E 18 Nov 1991 22 Nov 1991 J SunGard 2004 2008 Banner Student General Student Training Workbook Page 68 Steps Follow these steps to create a service code 1 Access the Service Code Validation Form STVSSER 2 Enter a four character service code in the Code field Note
24. ERTS EART 119 Maintaining and Monitoring Student Right to Know Reporting eesseeesrreererrrrerrrrree 122 Entering Disability Information sev fedscocvecicvdiciseddavils ver eccccdve dina dicdaed Loxctentudes ehdevaveraedeelves 126 Entering EOPS Information swscsdecdssdvvher cavesduact ede de retdaved sed vue devecdea ends wal Coeds Aedes euens 129 Maintaining Required Information ssssssssssrsresssrrreestrittttrtrt ttn rr Meccan nce En EEEE EEEren Ent 132 Performing Purge ProcesSsSeS sessssssrrrririretentrrrtttttant tarnrn tt anA AANAEENENESNANAEAEENEEEANAEEEEEEE 134 General Student Mass ENUY sueina rain asie a a A N A A A VEEE aA 140 MaSS Aaa UO N E E T A textarea ainermeddgbeanes 145 Mass Entry Batch Update ssssssssssssssssiitinnkn tunun nnn n k tnt idan eek A eeedeth pete 149 Mass Entry Purge Audit ssion iie a i a EEEE a 151 S MMAY ire iehi irat EAr AAEE E AE cashed EEEN EAE EA LEE due aide 153 Self CNeCkreroeko kamurnian eenaa anr Aaa EE O Ra E AEAEE NATAN ENTE AAA aA 154 Answer Key for Self Check isisiecrieidiiirrine aana aan aa eiki Teia 156 AppendiX eana nan didanani daana dandana df aera da nated ce ainaani aa aandaa aha anaia wa daadaa andada aiana aia 158 elann Kol o 11o REAPER EAEE EE A E DAA E EA E A 159 Introduction Course goal The goal of this workbook is to provide you with the knowledge and practice to create and modify student records This workbook is divided into these sections e Introduction e Se
25. Follow these steps to create a student type code 1 Access the Student Type Code Validation Form STVSTYP 2 Enter a one character code in the Code field 3 Enter a description of the code in the Description field 4 Enter a code in the Next Student Type field to identify the student type to be assigned if appropriate when the Student Type Update Report SHRTYPE is run This value is generally updated from term to term rather than from year to year on the General Learner Record Example The Next Student Type for A First Time Freshman would be C Continuing The Next Student Type for an Adult Continuing Education Code would be Adult Continuing Education since the status for this type of student would not change from year to year 5 Do not check the System Required Note The System Required checkbox is used to set up a default when residency is not entered in the Recruiting module and the prospect record is pulled to the Admissions module to build the application If the System Required checkbox is checked the validation table record cannot be deleted 6 Repeat steps 2 5 until all codes are set up 7 Click the Save icon 8 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 75 Student Element One Validation B Purpose Use the Student Element One Validation Form STVSUDA to create update insert and delete institutional reporting data elements specific to a
26. Follow these steps to define communication plans 1 Access the Communication Rules Form SOACOMM 2 3 10 Ti 12 T3 14 15 Perform an Insert Record function Select a level code in the Level field Select a campus code in the Campus field Select a college code in the College field Select a degree code in the Degree field Select a program code in the Program field Select a field of study type and code in the Type and Code fields Example You might select a type of MAJOR and a Code of ACCT for a major in Accounting Select a department code in the Department field Use the drop down arrow above the Curricula field to specify if the curricular elements defined on the rule must come from the primary curriculum record secondary curriculum record or any curricula Select a communication plan code in the Recruit field to select a communication plan Select a communication plan code in the Admissions field to select a communication plan Select a communication plan code in the Student field to select a communication plan For the purposes of the General Student manual only those communication plans that are defined for Student will be triggered when the SGASTDN record reflects the criteria from all of the other fields Click the Save icon Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 112 Viewing a Student s Information D Purpose Th
27. Student Status Code Validation create update insert and delete student status codes such as Active Withdrawn Inactive Due to Graduation STVSTYP Student Type Code Validation create update insert and delete student type codes such as Returning Freshman Continuing Transfer Specific student type codes are required for I PEDS reporting STVSUDA Student Element One through Ten create update insert and delete institutional reporting data through Validation elements specific to an institution s needs for state or local STVSUD reporting for a student See SGAUSDF STVTRAC Acceptance Reason Validation create update insert and delete an EOPS Reason for Acceptance code such as Accept Basis Essay Accept Basis Financial Need or Eligibility Demonstrated STWETC Veteran Type Code Validation create update insert and delete veteran type codes such as Chapter 32 Post Vietnam Vet Other Veteran or ROTC Used by SGASTDN STVWTHD Student EOPS CARE Withdrawal create update insert and delete codes which indicate reason Reason Validation for student s withdrawal from EOPS and or CARE programs for the following term such as Lack of Resources Family Problems or Discontinued Academic Reasons SunGard 2004 2008 Banner General Student Page 165 Terminology Combined Academic Standing This user defined code is a combination of an academic standing code and a progress evaluation code Cohort A member of a group of
28. Validation B Purpose Use the Degree Level Code Validation Form STVDLEV to create update insert and delete degree level codes Associate Bachelor Master etc Other forms use this form to validate the degree level codes You may only create or update degree level codes from this form Note All Banner systems share this validation form You should coordinate with other Banner system users at your institution when deciding what codes are used on this form Banner form ode Validation STYDLEY 8 0 BAN Code Description Numeric alue Activity Date Associate Bachelor o4 3UN 2007 Less than Associate o4 3UN 2007 J Master 04 Jun 2007 Unknown 04 Jun 2007 P TERRAE CTFIFP TI SunGard 2004 2008 Banner Student General Student Training Workbook Page 38 Steps Follow these steps to create a degree level code 1 Access the Degree Level Code Validation Form STVDLEV 2 Enter a two character degree level code in the Code field 3 Enter a description in the Description field 4 Enter a number in the Numeric Value field Note The Numeric Value field is used to determine a ranking value for the degree level which is used in the Cohorts and Student Right to Know tracking processes The numeric value should be established with the lowest degree level having the lowest value and the highest degree level having the highest value 5 Repeat steps 2 4 to add more degree codes
29. Validation Form STVATTS 2 Enter up to a four character student attribute code in the Code field 3 Enter a description of the code in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 20 Block Code Validation B Purpose Use the Block Code Validation Form STVBLCK to create update insert and delete block codes which are used in Block Scheduling processing The block codes represent sets or groupings of sections to which students are assigned in order to be registered more efficiently You can only create or update these codes from this form Banner form Block Code ValidationForm STVBLCK 8 0 BANS_WIN lille lle e e e ee e e e e e leer eee ee ee ee e e e ese eseese Block Code Description Activity Date Tam ELET Year 1 Semesters SSS SAN T99 ELET12 ELET Year 1 Semester 2 15 3AN 1995 ELET21 ELET Year 2 Semester1 15 JAN 1995 ELET22 ELET Year 2 Semester 2 7 15 3AN 1995_ 1993 Law Entrants 21 JAN 1995 1994 Law Entrants 21 JAN 1995 1995 Law Entrants 21 3AN 1995 1996 Law Entrants 03 aPR 1995 i BIbIbIS e e e wl wool wo o olan Bl w Steps Follow these steps to create a block code 1 Access the Block Code Validation Form STVBLCK 2 Enter a block code in the Block Code field 3 Enter a description of the block code in the Description field 4 Repeat steps 2 and 3 until all bl
30. activity date You can choose to leave the High School Prior College Guardian Test Score and Hold information on the database also by parameter selection General Student information will not be purged if e the student has any active holds e the student has Academic History information e the student has any Financial Aid information General Student Purge Banner process Process SGPSTDN 7 General Student Purge Parameter Set z Printer Control Printer 7 Special Print Lines 55 Submit Time Parameter Values Number Parameters Values eal c for Process Term oz Purge Option os Effective Term oa activity Date os Purge High School Information os Purge Prior College Informatio o7 Purge Guardian Information 08 Purge Test Score Information LENGTH 6 TYPE Character O R Required M S Single Submission C Save Parameter Set as Name Description Hold Submit SunGard 2004 2008 Banner General Student Page 134 General Student Purge Steps Follow these steps to run the general student purge 1 Access the General Student Purge Form SGPSTDN 2 Enter the desired printer name in the Printer field Note You can enter DATABASE to write the report to a table for on line viewing and to enable the saving of the report to a shared folder on a designated network drive 3 Enter these parameter values P
31. all expired holds based on the user specified parameters of expiration date activity date and hold type You can choose one of two options e Option 1 hold expiration date date must exist to be purged e Option 2 hold activity date Warning Only the Registrar should be permitted to run the process to purge all expired holds The purge process is run before the start of registration for the Fall Spring and Summer terms Hold Purge Process Banner process X Process SGPHOLD ha Hold Purge Parameter Set Printer Control Printer hd Special Print Lines 55 Submit Time Parameter Values Number Parameters Values CZ Ba for Process Term o2 Purge Option o4 Hold Activity Date os Excluded Hold Type foe Rume o S OO aS e Goo O m Doo SOS LENGTH 6 TYPE Character O R Required M S Single Submission C Save Parameter Set as Name Description Hold Submit SunGard 2004 2008 Banner General Student Page 137 Hold Purge Process Steps Follow these steps to run the hold purge process 1 Access the Hold Purge Form SGPHOLD 2 Leave the Parameter Set field empty 3 Perform a Next Block function to access the Printer Control Block 4 Double click in the Printer field and select an available printer Note You can enter DATABASE to write the report to a table for on line viewing and to enable the saving of the report to a shared folder
32. characteristics will receive the Communication Plan automatically If you leave the campus blank then it is used as a wild card and is applicable on all campuses Note Details about setting up Communications Plans are found in another workbook Banner form 7a Communication Rules SOACOMM 8 0 BANS AAAA Communication Plans Field of Field of Study Study Level Campus College Degree Program Type Code Department Curricula Recruit Admissions Student w e 7 7 z hd Ea z 2 z Ba Eoee me p p w paw is paa a for oft m ps JFI MAJOR JFI JFI Primary FIR ot f o1 fs Paw mazor Paw Paw Primary awr o f ou fs ri mazor ri ri Primary Fra oao f o1 fs ELH mazon Euh ELH Primary ELHR o1 ft o fs Lem mazor Lem Lem Primary fleme fema us f o1 fs st mazor eT su Primary 7 sta lus fz23 a ba souoooo3 mason anm LS Primary smr ra dT be fizs fo Ba TR000013 MAJOR TMI TRD Primary TRR us 123 01 Ba soooo13 mazor rrm su Primary STR lus fz23 o ba 000011 mazon amc fs Primary aR rf JIL us 123 01 Ba 000012 MAJOR ame su Primary gt ATR us 123 19 bmo Primary v wwa awva f or f on Primary azz azs SunGard 2004 2008 Banner Student General Student Training Workbook Page 111 Steps
33. code for the athlete in the Academic Eligibility field 12 Click the Save icon to save the record 13 Click the Exit icon if you are not going on to the next exercise SunGard 2004 2008 Banner Student General Student Training Workbook Page 121 Maintaining and Monitoring Student Right to Know Reporting B Introduction The Student Right to Know act proposes regulations that require an institution of higher education to disclose information about its student body s completion or graduation rates This act expands the types of consumer information that institutions are required to disclose to current and prospective students through appropriate publications and mailings Institutions are required to report a completion or graduation rate for full time certificate seeking or degree seeking undergraduate students Also institutions that award athletically related student aid are required to report completion or graduation rates of various student populations at the institution including student athletes If an institution cannot calculate the graduation rate of the most recent cohort of students that has had an opportunity to graduate the institution would report a persistence rate until it can disclose an actual graduation rate of an entering cohort of students This statute requires an institution to make these disclosures to current and prospective students by July 1 1993 and annually thereafter The legislation For reference
34. create and update these codes from this form Banner form 7a Athletic Attribute Validation STVSAAT 8 1 fiir ororo rier e Ce ere CEPT MCSE EE EELS EEE ee See ALLA KENAA AEA AAA Code Description User ID Activity Date Mest SAISUSR 17 FeB 2009 2 Lo Loo O Loon Loo n o Cd Cd Ld Co a Ct Steps Follow these steps to create an athlete attribute code 1 Access the Athletic Attribute Validation Form STVSAAT 2 Enter a four character attribute code in the Code field 3 Enter a description of the code in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 57 Athletic Academic Eligibility Validation Purpose Use the Athletic Academic Eligibility Validation Form STVSAET to create update insert and delete athletic academic eligibility codes Note The Athlete Compliance Form SGASPRT and the Mass Entry Athletic Compliance Form SGAMSPT use this form to validate athletic attribute codes You can only create and update these codes from this form Banner form Code Description User ID Activity Date e Co Cd at CO tL tL Steps Follow these steps to create an athletic academic eligibility code 1 Access the Athletic Academic Eligibility Validation Form STVSAEL 2 Enter a two character athletic academic eligibility code in the Code field 3 Enter a description of the code in the Descr
35. eligibility codes used in Student Right to Know tracking by SGASPRT STVEMPL Employer Code Validation maintain employer codes which represent employer s name address and phone number STVEOPS Education Opportunity Prog Serv Status create update insert and delete EOPS status codes such as No Validation Service Student Eligible or Student Not Eligible Used by SGAEOPS STVESEL Eligibility Factor Validation create update insert and delete eligibility factor codes such as Did Not Graduate HS NO GED Financial Consideration or HS GPA below 2 5 Used by SGAEOPS STVLEVL Level Code Validation create update insert and delete level codes such as No Level Declared Undergraduate or Non matriculated Graduate STVMARS Student CARE Marital Status Validation create update insert and delete codes which indicate marital status of a CARE student SunGard 2004 2008 Banner General Student Page 163 Form Full Name Use this Form to STVMEDI Medical Code Validation create update insert and delete medical codes such as Blind Deaf or Prosthetic Limb Used by GOAMEDI STVORIG Originator Code Validation create update insert and delete originator codes such as Bursar s Office Student Accounts or Dean of Students STVPREV Progress Evaluation Code Validation create and define valid progress evaluation codes STVRSLT Appointment Result Code Validation create update insert and delete appointment
36. mav 2006 D O r Univ Pres Greeting Letter 22 May 1987 D x 4 P D Phone Call Test Score Tape 25 Mar 1987 09 0cT 1987 SunGard 2004 2008 Banner Student General Student Training Workbook Page 34 Steps Follow these steps to create a contact type code 1 Access the Contact Type Code Validation Form STVCTYP 2 Enter a three character contact type code in the Code field 3 Enter a description of the code in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 35 Student CARE Number of Dependents Validation B Purpose Use the Student CARE Number of Dependents Validation Form STVDEPS to create update insert and delete codes which indicate a CARE student s number of dependent children You can create or update these codes only from this form Banner form Code Description Activity Date Steps Follow these steps to create a Student CARE Number of Dependents code 1 Access the Student CARE Number of Dependents Validation Form STVDEPS 2 Enter a one character code of the dependent children number in the Code field Note Once a dependent children number code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the dependent children number code record cannot be deleted 3 Enter a descripti
37. result codes such as Attended Interview Did not Attend or Late to Interview STVSEPR Services Provided Validation create update insert and delete support services provided codes such as Services Accepted Services Provided or Services Rejected STVSFAE State F A Eligibility Validation create update insert and delete State F A Eligibility codes such as AFDC Recipient Status or SSi Recipient Status STVSPRV Service Provider Validation create update insert and delete the service provider codes such as Training Center Counseling Center or Learning Center STVSPSR Disability Service Code Validation create update insert and delete disability service codes such as County Paratransit Service Hearing Aid Required or Disabled Student Services Used by GOAMEDI STVSPST Sport Status Code Validation create update insert and delete sport status codes Used by SGASPRT STVSSER Service Code Validation create update insert and delete service codes such as Day Care Career Planning or Transportation SunGard 2004 2008 Banner General Student Page 164 Form Full Name Use this Form to STVSSRS Service Result Validation create update insert and delete student service result codes such as Promotion Obtained J ob Obtained or Goal Not Met STVSSST Services Status Validation create update insert and delete services status codes such as In Progress Service Refused or Referred to Provider STVSTST
38. students who have similar characteristics such as starting a program at the same time Communication Plan A set of rules designed to implement an institution s preferences regarding who should receive which materials and when those materials should be sent Materials can be generated letter or label or published department brochures Example All accepted high school students who apply for admissions into the Education program receive a letter acknowledging acceptance into both the university and the Education program However all accepted high school students who apply for admissions into the Nursing program receive a letter acknowledging acceptance into just the university and instructions for next steps on how to apply at a later time to the Nursing program Prospective nursing students also receive a Nursing program brochure along with their acceptance letter into the university EOPS Education Opportunity Programs and Services SunGard 2004 2008 Banner General Student Page 166 Student Right to Know Act This legislation requires that an institution of higher education annually disclose information about its student body s completion and graduation rates For more information refer to Maintaining and Monitoring Student Right to Know Reporting in Section Day to Day Operations of this training workbook SunGard 2004 2008 Banner General Student Page 167
39. this code means that the student is prohibited from registering for additional courses Enter a number in the Minimum Hours field for which a student must enroll when under this academic standing code Enter a number in the Maximum Hours field for which a student may enroll when under this academic standing code Enter a number in the Voice Message field to assign a number to the recorded message that describes the academic standing code for telephone applications Do not check the System Required checkbox Note If the System Required checkbox is checked the validation table record cannot be deleted Click the Save icon Result Banner will fill in the User ID and Activity Date fields 10 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 25 Cohort Code Validatio Purpose n You can use the Cohort Code Validation Form STVCHRT to create update insert and delete cohort codes used in the Recruiting Admissions General Student and Academic History modules These codes represent a cohort grouping assigned to students based on user defined criteria These codes provide a tracking mechanism for Student Right to Know reporting You may only create or update cohort codes from this form Banner form Code Description 199510 New Undergrad Transfers J J SunGard 2004 2008 Start Term End Term B B a 199510 200020 Ba 199510 feo00z0 ba
40. view the selected session s associated search criteria and updated and inserted values in the Search Update tab Depending on whether the updates have been processed directly on the mass entry form or by batch processing SORMEBP the processing results can be displayed in the Results Tab with any associated result messages and whether the record was manually added Banner Form a Mass Entry Audit SOAMAUD 8 0 UDCSysT iodide IIMA Aa MRE aE ae ae EAEE Submit Date From 21 Apr 2008 Submit Date To 21 aPR 2008 User ID LDAVIS FormName sGamsTu 7 sessions Search Update Results Date Initiated User ID Initiated Date Completed User ID Batch Process ID ia ia Ba 21 APR 2008 08 41 38 AM Loavis Loavis LoavismsTu000003 ial Form Name SGAMSTU General Student Mass Entry 9 An et aPR 2008 08 35 40 aM LDAVIS 0 Form Name Form Name m Form Name 7 Form Name 7 Form Name m Form Name e Form Name 7 7 SunGard 2004 2008 Banner General Student Page 145 Steps Follow these steps to review Mass Entry Audit files 1 Access the Mass Entry Audit form SOAMAUD 2 Using the Key Block enter the Submit Date From Submit Date to User ID and or Form Name to search for Audit Session files Select one and move to the Search Update tab va Mass Entry Audit SOAMAUD 8 0 UDCSYST fo EE Submit Date From 21 APR 2008 Submit Date To 21
41. 0 8 16 OCT 2006 a 16 ocT 2006 ag 16 ocT 2006 Steps Follow these steps to create an attribute validation code 1 Access the Attribute Validation Form STVATTR 2 Enter the code of the degree attribute in the Code field 3 Enter a description of the degree attribute in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 19 Student Attribute Validation B Purpose You can use the Student Attribute Code Validation Form STVATTS to create update insert and delete student attribute codes such as First Year Student Achieved Senior Standing or Non degree Student You can only create or update these codes from this form Banner form fa Student Attribute Validation STVATTS 8 0 BANS_WIN 7 Code Description Activity Date land Semester 1nd Year Tech g 19 JAN 1995 2nd Semester 2nd Year Tech 19 JAN 1995 24 credits per year i 27 2UL 1994 30 credite per year 10 Nov 1994 10 Nov 1994 10 Nov 1994 04 SEP 1996 10 Nov 1994 10 Nov 1994 di e N 4 4 N N 4 Cmopltd Engineer design project First Year Student Achieved Senior Standing Second Year Student Third Year Student is PETIT Steps Follow these steps to create a student attribute validation code 1 Access the Student Attribute Code
42. 2004 2008 Banner Student General Student Training Workbook Page 28 Steps Follow these steps to create a class code 1 Access the Class Code Validation Form STVCLAS 2 Enter a two character code in the Class Code field 3 Enter a description of the code in the Description field 4 Enter an EDI equivalent value in the EDI Eqv field This field is optional Note The EDI Eqv Equivalent field is used to assign the EDI SPEEDE ExPRESS class code values to the institution s class codes The EDI equivalent value will be used in the transmission of transcript information electronically via EDI These values are defined in the EDI SPEEDE ExPRESS Implementation Guide under data element 1131 5 Enter an LMS equivalent value in the LMS Eqv field This field is optional Note The LMS Eqv Equivalent Class Code field is used to display the A PLUS Loan Management System LMS class code values that are equivalent to the Banner class codes These codes are not validated The translation to these LMS codes occurs during the LMS transaction feed interface from Banner Financial Aid For more information please refer to the Financial Aid User Guide or the I A PLUS Loan Management System User Manual 6 Click the Save icon 7 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 29 Comment Type Code Validation Oo Purpose You can use the Comment Type Code Validation Form STVCMTT to c
43. Attribute Code Validation STVATTS Block Code Validation STVBLCK Campus Code Validation STVCAMP Combined Academic Standing Code Validation STVCAST Cohort Code Validation STVCHRT Class Code Validation STVCLAS Comment Type Code Validation STVCMTT BB SunGard 2004 2008 Banner Student General Student Training Workbook Page 10 Form Description Banner Name Communication Plan Code Validation STVCPLN Cohort Reason Code Validation STVCREA Contact Type Code Validation STVCTYP Student CARE Number of Dependents Validation STVDEPS Disability Type Code Validation STVDISA Degree Level Code Validation STVDLEV Employer Code Validation STVEMPL Eligibility Validation STVELIG Education Opportunity Prog Serv Status Validation STVEOPS Eligibility Factor Validation STVESEL Level Code Validation STVLEVL Student CARE Marital Status Validation STVMARS Medical Code Validation STVMEDI Progress Evaluation Code Validation STVPREV Appointment Result Code Validation STVRSLT Athletic Attribute Validation STVSAAT Athletic Eligibility Validation STVSAEL Athletic Qualifier Status Validation STVSAQS Athletic Competition Reason Validation STVSARE Services Provided Validation STVSEPR State F A Eligibility Validation STVSFAE Service Provider Validation STVSPRV Disability Service Code Validation STVSPSR Sport Status Code Validation STVSPST a eae ns SunGard 2004 2008 Banner Student
44. Banner Student General Student Training Workbook Release 8 1 October 2008 Updated 5 12 2009 LZ SUNGARD HIGHER EDUCATION SunGard Higher Education 4 Country View Road Malvern Pennsylvania 19355 United States of America 800 522 4827 Customer Support Center website http connect sungardhe com Distribution Services e mail address distserv sungardhe com Other services In preparing and providing this publication SunGard Higher Education is not rendering legal accounting or other similar professional services SunGard Higher Education makes no claims that an institution s use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws rules or regulations Each organization should seek legal accounting and other similar professional services from competent providers of the organization s own choosing Trademark Without limitation SunGard the SunGard logo Banner Campus Pipeline Luminis PowerCAMPUS Matrix and Plus are trademarks or registered trademarks of SunGard Data Systems Inc or its subsidiaries in the U S and other countries Third party names and marks referenced herein are trademarks or registered trademarks of their respective owners Revision History Log Publication Date Summary October 2008 New version that supports 8 1 software May 2009 Add Athletic Compliance Notice of rights Copyright SunGard Higher Education 2005 8 This
45. CPLN to create update insert and delete communication plan codes used in the Recruiting Admissions and General Student modules You may only create or update communication plan codes from this form Banner form 3 Communication Plan Code Validation STVCPLN 8 0 BAN Description Activity Date 23 MAY 1995 Lori s Test Plan 20 Nov 2002 Recruiting Inquiry Plan 23 May 1995 Student Plan 26 JUL 1994 B ADAP LORI RCNY REIN STDN Steps Follow these steps to create a communication plan code l 2 3 Access the Communication Plan Code Validation Form STVCPLN Enter a four character communication plan code in the Code field Enter a description of the code in the Description field Click the Save icon Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 32 Cohort Reason Code Validation Purpose Use the Cohort Reason Code Validation Form STVCREA to create update insert and delete cohort reason codes such as Peace Corps Church Mission Military Assignment These codes are used in conjunction with an inactivation of a cohort for a student to identify the reason for the inactivation You may only create or update cohort reason codes from this form Banner form a Cohort Reason Code Validation STVCREA 8 0 BANB_WIN 7777777 Code Description Activity Date Steps Follow these steps to create
46. General Student Training Workbook Page 11 Form Description Banner Name Service Code Validation STVSSER Service Result Validation STVSSRS Services Status Validation STVSSST Student Status Code Validation STVSTST Student Type Code Validation STVSTYP Student Element One through Ten Validation STVSUDA STVSUDB STVSUDC STVSUDJ Acceptance Reason Validation STVTRAC Veteran Type Code Validation STVVETC Student EOPS CARE Withdrawal Reason Validation STVWTHD SunGard 2004 2008 Banner Student General Student Training Workbook Page 12 Student Activity Code Validation Purpose Use the Student Activity Code Validation Form STVACTC to create update insert and delete activity codes This form is used by other forms to validate activity codes Debate Club Swim Team ROTC etc You may only create or update activity codes from this form The Category field is validated against the Activity Category Validation Form STVACCG and the Type field is validated against the Activity Type Validation Form STVACTP Notes All activity codes which are for sports and should be able to be added on the Student Sport Form SGASPRT must have a type code of SPRTS This type code is a system required code on the Activity Type Validation Form STVACTP Use a code of UNASSIGN in the Type field for collector table processing with the Print Detail Report Indicator parameter of the Student Right
47. Once an originator code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the Originator code record cannot be deleted 3 Enter a description of the originator in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 54 Progress Evaluation Code Validation E Purpose Use the Progress Evaluation Code Validation Form STVPREV to create and define valid progress evaluation codes Note Calculated code displays in the General Student record Banner form System Voice Description Req Message User ID Activity Date Good Standing SATURN 27 SEP 2001 ooga I Steps Follow these steps to create a progress evaluation code 1 Access the Progress Evaluation Code Validation Form STVPREV 2 Enter a two character progress evaluation code in the Code field 3 Enter a description of the code in the Description field 4 Enter a number in the Voice Message field to assign a number to the recorded message that describes the academic standing code for telephone applications 5 Click the Save icon Result Banner will fill in the User 1D and Activity Date fields 6 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 55 Appointment Result Code Validation B Purpose Use the Appointment Result Co
48. Reason PE Marital Status a Number of Dependents BA AFDC Duration 7 Planned Credits Acceptance Date E Enter the student s EOPS status in the EOPS Status field Enter the student s eligibility for state financial aid in the State Financial Aid Eligibility field Enter the reason for acceptance in the Accept Reason field Enter a withdrawal reason in the Withdrawal Reason field if applicable Enter the student s marital status in the Marital Status field Enter the student s number of dependents if applicable in the Number of Dependents field Enter the code for the AFDC duration time in the AFDC Duration field Enter the student s planned credits in the Planned Credits field Enter an acceptance date in the Acceptance Date field Click the Save icon Click the Exit icon SunGard 2004 2008 Banner General Student Page 131 Maintaining Required Information E Purpose The Institutional Reporting Requirements Form SGAUSDF is used to maintain information about students which is specifically required by the institution on a term by term basis This form and the supporting validation forms allow an institution to determine which additional data must be maintained regarding the student Each of the reporting elements numbered 1 10 is supported by a Student Element Number Validation Form STVSUDA through STVSUDJ which is used to create update insert and delete institutionally specific in
49. SIN TIN Middle Name Birth Date Day Month Year Address Type im kd Gender Null v Street Line 1 Street Line 2 Telephone Type Street Line 3 Telephone K City E mail Type ibd State or Province Bd E mail ZIP or Postal Code J County Os Duplicate Check A Details B View Comments A Nation m Select ID Update ID 1 Create New Potential Matches ID Name Matched Address Telephone E mail SSN SIN TIN Birth Date Gender Clear and Return to Data Entry All Addresses All Telephones All E mails Matching Rule Sets x v No Matches 3 Select a Matching Source gt Enter values in the Last Name First Name and Middle Name fields Note Each participant must create a unique student Make a note of the student s name and ID because they will be used in future lessons 5 Click the Save or Duplicate Check icon 6 If there are no matches select Create New and you will be returned to SAAQUIK 7 Double click in the Term field to select a term 8 Double click in the Level field and select Undergraduate 9 Perform a Next Block function SunGard 2004 2008 Banner Student General Student Training Workbook Page 94 10 EL 12 13 14 13 LG Ta 18 19 20 rae 22 23 24 25 26 27 Result You may receive the message Defaulting values from Quick Entry Rules Form Note that many of the field values will defa
50. a 7 Pennsylvania ZIP or Postal Code 19355 7 Nation v Phone e10 6475930 SunGard 2004 2008 Banner Student General Student Training Workbook Page 40 Steps Follow these steps to create an employer code 1 Access the Employer Code Validation Form STVEMPL 2 Perform an Insert Record function 3 Enter up to a four character employer code in the Code field 4 Enter the employer name in the un named field 5 Enter the street address in the Street Line 1 field 6 Enter the city in the City field 7 Select the state or province code in the State or Province field 8 Enter 157 in the Nation field for the United States of America 9 Select a zip or postal code in the Zip or Postal Code field 10 Enter a phone number in the Phone field 11 Click the Save icon 12 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 41 Eligibility Validation E Purpose You can use the Eligibility Code Validation Form STVELIG to create update insert and delete eligibility codes These codes are used in Student Right to Know tracking by the Student Sport Form SGASPRT in the General Student module You may only create or update these codes from this form Banner form Ta Eligibility Code Validation STVELIG 8 0 BANS_WIN A a Description Activity Date FJ m He Red Shirt Walk On 03 APR 1995 03 APR 1995 Steps Follow these steps to c
51. a cohort reason code i Access the Cohort Reason Code Validation Form STVCREA Enter a four character code in the Code field Enter a description of the code in the Description field Repeat steps 2 and 3 until all cohort reasons are entered Click the Save icon Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 33 Contact Type Code Validation D Purpose Use the Contact Type Code Validation Form STVCTYP to create update insert and delete recruiting contact type codes i e Campus Visit College Night or Merit List Letter etc Note Several forms in the Recruiting module and the Interface Validation Form STVINFC use this form to validate recruiting contact type codes You may only create or update these codes from this form Banner form fa Contact Type Code Validation STVCTYP 8 0 BANS_W A a O a CNN Description college Night Counselor Visit Activity Date 07 APR 1987 25 MAR 1987 9 90 F Dean s List Letter 29 APR 1987 7a fS Financial Aid Tape 04 FEB 1995 7 z m Follow up Letter 29 APR 1987 HLL Honors List Letter 29 JAN 1991 INL interview One 13 APR 1987 IN2 Interview Two 03 3AN 1995 in person 25 MAR 1987 military Interest Letter 03 Jan 1995 l JAAE 3 F F 3 Merit List Letter Other 29 APR 1987 25
52. abel or published department brochures Example All accepted high school students who apply for admissions into the Education program receive a letter acknowledging acceptance into both the university and the Education program However all accepted high school students who apply for admissions into the Nursing program receive a letter acknowledging acceptance into just the university and instructions for next steps on how to apply at a later time to the Nursing program Prospective nursing students also receive a Nursing program brochure along with their acceptance letter into the university Question 2 What is a Student s Right to Know This legislation requires that an institution of higher education annually disclose information about its student body s completion and graduation rates For more information refer to Maintaining and Monitoring Student Right to Know Reporting in Section C Day to Day Operations of this training workbook SunGard 2004 2008 Banner Student General Student Training Workbook Page 85 Question 3 Name at least two student type codes that should be created on the Student Type Code Validation Form STVSTYP for IPEDS reporting The following student type codes should be created for PEDS reporting e Freshman e First Time Freshman e Unclassified e Continuing e First Time Graduate e First Time Professional SunGard 2004 2008 Banner Student General Student Training Workbook Page 86 Day t
53. actor Validation iscsi vecencasacaveuotivssaeerisatiasaceatasanecres lavedeeiatcuelsiexlannsoatiarwsesaiaseudie 45 Level Code Validation 3 22 cccedvnceacascasueasactocaiessonsaanuadasbadsadascadoncedatentucdusisddedaseeemensengeaee 47 Student CARE Marital Status Validation scisiicsissscisstixcieivenciwventatiniaicvaneniaiesantseanisersheaveneias 49 Medical Code Validation cscssoctidesistintninistnsatiaaniinonnencdabnenninaaesiae 51 Originator Code Validation gcd iacatestnecedossenuddantmered ondeenedebecmoseaonwaceibatnsaniecbesnlomageentint 53 Progress Evaluation Code Validation sssssssssssiirirnstttt cd ealicssenarseieuadedenadeevece ocstasenvees 55 Appointment Result Code Validation cciccsciscscundiceacnersienpeesastqontaninicsaetencusetenssuateecscnecennses 56 Athlete Attribute Validation ssssssesssssesssrrrntstrittttrrrtt ees tt ErEEEEEEEEEEESEEEEEEEEEE EErEE E EE EES 57 Athletic Academic Eligibility Validation ss iv cicnsiviscscasaviscntvedvononstvatvnsrbaviwwssttdsenontiasaveensendvonss 58 Athletic Qualifier Status Validation vecsisvessninvaiesressvesnnwssoronstvavecensivarvenetas vendeeavetensivaxvens 59 Athletic Competition Reason Validation sccccasicintncisicunctsnaesdutedaavancsniatenncsdnaveeneibbetncbensepenct 60 Services Provided Validation wuss ccossisessvessissviarwseseesveasssevedevsavavscssvasavertsedesrseadaavaresastwersend 61 State F A Eligibility Van Gat OM cicdssaccasneacesenssdaraciaasas dhaunonaedncadesseaktdeencta
54. ademic Reasons You can create or update these codes only from this form Banner form Ta Student EOPS CARE Withdrawal Reason Validation STVWTHD 8 oO OBI PePeie il 2 Description Activity Date withdrawal due to marriage 08 APR 2008 withdrawal lack of resources 08 APR 2008 Discontinued 08 Apr 2008 withdrawal unknown reasons 08 Apr 2008 SunGard 2004 2008 Banner Student General Student Training Workbook Page 80 Steps Follow these steps to create a code which indicate a student s reason for withdrawing from the EOPS Educational Opportunity Programs and Services and or CARE programs 1 Access the Student EOPS CARE Withdrawal Reason Validation Form STVWTHD 2 Enter a one character EOPS CARE withdrawal reason code in the Code field Note Once an EOPS withdrawal reason code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the EOPS withdrawal reason code record cannot be deleted 3 Enter a description of the EOPS withdrawal reason in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 81 Student Classification Rules B Purpose Use the Student Classification Rules Form SGACLSR to establish the academic classification rules based on the range of hours entered and user defined student attribute
55. alidation table record cannot be deleted 6 Select a status in the Curriculum Status field This is only necessary if your institution does not intend to use delivered processes associated with Curriculum status 7 Click the Save icon 8 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 73 Student Type Code Validation B Purpose Use the Student Type Code Validation Form STVSTYP to create update insert and delete student type codes i e Returning Freshman Continuing Transfer etc Several forms in various modules use this form to validate the student type codes You can only create and update these codes from this form The following student type codes should be created for IPEDS reporting Freshman First Time Freshman Unclassified Continuing First Time Graduate First Time Professional Banner form ra Student Type Code Validation STVSTYP 8 0 BANS_WIN 1777 oO a COKA ss Description Marian s numeric styp Continuing pi Adult Continuing Education _ __ New First Time Returning Transfer Transient J Next Student Type System Required a OOO00000 00 Of BEBO WS Git Activity Date rmaY 1994 o6 may 1987 04 Jan 1995 04 34 1995 04 JAN 1995 04 3AN 1995 04 Jan 1995 o C SunGard 2004 2008 Banner Student General Student Training Workbook Page 74 Steps
56. anner form 9 Athletic Competition Reason Validation STVSARE 8 1 ollie rrr rrr rrr rrr rrr eee eee cele eee eee errores eseese reroror E Code Description User ID Activity Date asi ii E e Loo Co l Steps Follow these steps to create an athletic competition reason code 1 Access the Athletic Competition Reason Validation Form STVSARE 2 Enter a four character athletic competition reason code in the Code field 3 Enter a description of the code in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 60 Services Provided Validation B Purpose Use the Services Provided Validation Form STVSEPR to create update insert and delete support services provided codes such as Services Accepted Services Provided or Services Rejected The Support Services module uses this form to validate the support services provided codes You can create and update these codes only from this form Banner form Ta Services Provided Validation STVSEPR 8 0 BANS_WIN Code Description Activity Date R Services Provided 26 NOV 1991 04 SEP 1991 Services Rejected Steps Follow these steps to create a services provided code 1 Access the Services Provided Validation Form STVSEPR 2 Enter a two character code of the support service in the Code field Note Once a support service code record has been sav
57. arameter Description Process Term Enter the term that you want to process This parameter is required Purge Option Choose from one of the two purge options listed in the description Purges general student records never registered by term or by term and date Effective Term Enter a term for which you want this process to be effective Activity Date Enter date two digit day three character month four digit year Purge High School Information Enter Y for Yes or N for No Purge Prior College Information Enter Y for Yes or N for No Purge Guardian Information Enter Y for Yes or N for No Purge Test Score Information Enter Y for Yes or N for No Purge Hold Information Enter Y for Yes or N for No Run Mode Enter A for audit mode or U for update mode This parameter is required 4 Click the Save Parameter Set as checkbox if you want to save the parameter values for future use 5 Enter a name and description in the Name and Description fields SunGard 2004 2008 Banner General Student Page 135 6 Click the Submit radio button 7 Click the Save icon to execute the report Result The Auto hint line displays the job submission number for the report log and list file 8 Select Review Output on the Options menu to review the report 9 Click the Exit icon SunGard 2004 2008 Banner General Student Page 136 Hold Purge Process Purpose The Hold Purge Process SGPHOLD purges
58. ard 2004 2008 Banner Student General Student Training Workbook Page 8 Set Up Section goal The purpose of this section is to outline the set up processes and detail the procedures to set up your Banner system Objectives In this section you will learn how to create the rules and set parameters used to process student data SunGard 2004 2008 Banner Student General Student Training Workbook Page 9 Validation Forms Used in the General Student Module List of validation forms Before performing day to day activities related to General Student a number of forms require your organization s data to be entered first The following validation forms are used in the General Student module Review these forms and practice entering information in each Note Some of these validation forms are shared by various Banner systems You should coordinate with other Banner system users at your institution when deciding what codes are used The forms are listed below in alphabetical order by Banner Name for reference purposes it is likely you may set them up in a different order from how they are listed here They are covered in detail on the pages that follow Form Description Banner Name Student Activity Code Validation STVACTC Advisor Type Code Validation STVADVR Student CARE AFDC Duration Validation STVAFDC Academic Standing Code Validation STVASTD Attribute Validation STVATTR Student
59. book Page 15 Student CARE AFDC Duration Validation Purpose Use the Student CARE AFDC Duration Validation Form STVAFDC to create update insert and delete CARE AFDC codes These codes indicate the length of time a CARE student has been on Aid to Families with Dependent Children AFDC at the time of enrollment for the current term You can create or update these codes only from this form Banner form fa Student CARE AFDC Duration Validation STVAFDC 8 0 BANS loelellelele lle eee ge oa a oa oh Code Description Activity Date i month o Sd 2 Months i A ee One Steps Follow these steps to create a student CARE AFDC duration code 1 Access the Student CARE AFDC Duration Validation Form STVAFDC 2 Enter the code of the CARE AFCD duration in the Code field 3 Enter a description of the CARE AFDC duration in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 16 Academic Standing Code Validation p Purpose Use the Academic Standing Code Validation Form STVASTD to create update insert and delete academic standing codes such as Good Standing Dean s List or Suspension Other forms use this form to validate these codes which you can only create or update from this form Note Calculated code displays in the General Student record Banner form
60. c eligibility and athletic aid information by term to an athlete An athlete needs at least a general person record SPRIDEN in order to be processed on this form If your institution requires that an athlete with a compliance sport record have an associated general student record SGBSTDN you can do so A student status is displayed for the record for the term for an ID with a general student record Compliance records can be created and modified for any term and are not required to have associated competition data Compliance records can be modified in any term regardless of the existence of competition data They can also be modified if the athlete is deceased Compliance records without competition data can be copied to a future term On this form you can also maintain eligibility information enter general comments and review admissions and transfer data by using the form tabs Note Please refer to the Banner Student Athletic Compliance Workbook for more details about the Athletic Compliance form associated processes and the additional new forms supporting the functionality SunGard 2004 2008 Banner Student General Student Training Workbook Page 119 Banner form ID Bal Compliance Eligibility and General Comments Admissions Transter Term m Prospect Applicant Student Student Status Athletic Academic Copy Sport Status Eligible Aid Eligibility 7 Z C C o C Df
61. cannot be deleted 3 Enter a description of the service result in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 70 Services Status Validation B Purpose Use the Services Status Validation Form STVSSST to create update insert and delete services status codes such as In Progress Service Refused Referred to Provider The Support Services module uses this form to validate service status codes You can create or update these codes only from this form Banner form a Services Status Validation STv T 8 0 BANS_WIN Code cm RF RP isk m E Description Activity Date Delivery completed p zan 1995 in progress 06 JAN 1995 Referred to provider 06 3AN 1995 Service recommended 06 Jan 1995 E _ o Steps Follow these steps to create a services status code 1 Access the Services Status Validation Form STVSSST 2 Enter a four character services status code in the Code field Note Once a services status code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the services status code record cannot be deleted 3 Enter a description of the services status in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page
62. ce in the Term field Perform a Next Block function Perform a Duplicate Record function Click the down arrow in the New Term field Select Create New Effective Term from the by the New Term LOV list Click the down arrow in the New Term field again Select List of Terms 10 Double click on a term to return a term to the New Term field 11 Click the Save icon 12 Select the Curricula tab Result You are taken to the Curricula tab which contains two additional tabs Curriculum and Field of Study SunGard 2004 2008 Banner Student General Student Training Workbook Page 99 Confidential ID 817111111 Flath Hannah Student Summary 7 Term 200610 7 O View Current Active Curricula Learner Curricula Activities Veteran Comments Academic and Graduation Status Dual Degree Miscellaneous Curriculum Field of Study Curriculum Record h of 5 J Current Replace Update Duplicate RollLearner Yes No Default Rollto Outcome Activity 7 Apply to Graduate amp Graduation Sequence C Rolled to Outcome e Key Sequence ps User ID STUDENT_TRACI Term 200610 7 Fall 2005 2006 200610 Activity Date 01 Nov 2005 End Term Start Date i B Catalog Term 200610 gt Fall 2005 2006 200610 End Date E Priority 1 Program paom F Bachelor of Arts DMF Level lus Undergraduate UG Student Type o v Campus tf Site LO ea College fas 7 College of Arts amp Science
63. ced in the Search Criteria block on the Search Update tab 5 The Update Criteria from the original Mass Entry form is reproduced in the Update Criteria block on the Search Update tab 6 The Mass Entry process updates the mass entry tables with result codes and associated result messages once updates have taken place Results may be viewed on the Results tab and include both records selected for update and records that satisfied the Search criteria that were not selected for update va Mass Entry Audit SOAMAUD 8 0 UDCSysT fli re rir Submit Date From 21 APR 2008 Submit Date To 21 Apr 2008 User ID LDAVIS FormName scamstu 7 Sessions Search Update Results User ID Initiated Date Completed User ID Completed Batch Process ID Effective Manually Process ID Name Term Hold Added Yes No Partial None a Indicator 10009101 adams Anthony tg nat a 3 q J q T a e N00013058 Adams Samuel 199510 No updates performed 900017878 Anderson Bob 199610 O0 Cc No updates performed 210009613 Barker James R 199610 o o C No updates performed C 610009603 Barrens Chip 199610 Qo 0 No updates performed 111938492 Brown Sam D 199710 O Q 9 No updates performed C N00012997 Bunte Frank C 199510 O G 2 No updates performed C Noo013005 Bunte Fred A 199510 v o O No updates performed C 610009613 C
64. cord 5 Enter the student s EOPS status in the EOPS Status field 6 Enter the student s eligibility for state financial aid in the State Financial Aid Eligibility field 7 Enter the reason for acceptance in the Acceptance Reason field 8 Enter a withdrawal reason in the Withdrawal Reason field if applicable 9 Enter the planned credits in the Planned Credits field 10 Enter an acceptance date in the Acceptance Date field 11 Perform a Next Block function to access the Eligibility Factor block 12 Enter the appropriate code in the Eligibility Factor field Result The description will default into the Description field 13 Select the Primary Indicator checkbox if appropriate Note This checkbox indicates whether the eligibility factor is the primary eligibility factor or the primary reason for needing the Educational Opportunity Program 14 Select Other Educational Programs from the Options menu to access the Other Educational Programs window Note This window allows you to capture Educational Opportunity Program information for two different programs Not all fields are required and can be entered as the information is received SunGard 2004 2008 Banner General Student Page 130 IS 16 T7 18 19 20 Pale 22 23 24 25 a Other Educational Pr From Term 199901 Maintenance 2 To Term 999999 EOPS Status State Financial Aid Eligibility Accept Reason 7 Withdrawal
65. de Validation Form STVRSLT to create update insert and delete appointment result codes such as Attended Interview Did Not Attend Interview Late to Interview Note The Prospect Information Form SRARECR and the Person Appointments Contacts Form SOAAPPT use this form to validate the recruiting appointment result codes You can only create and update these codes from this form Banner form Ya Appointment Result Code Validation STVRSLT 8 0 BANS WIN fleece lel ee egg ee og ok Generate Code Description Contact Activity Date ATTN attended is Z 06 Jan 1995 late fle m 06 Jan 1995 nosh Did Not Attend o 06 Jan 1995 es 2 Jt Cd Steps Follow these steps to create an appointment result code 1 Access the Appointment Result Code Validation Form STVRSLT 2 Enter a four character appointment result code in the Code field 3 Enter a description of the code in the Description field 4 Click the Generate Contact checkbox to generate follow up contact material 5 Click the Save icon 6 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 56 Athlete Attribute Validation Purpose Use the Athlete Attribute Validation Form STVSAAT to create update insert and delete athlete attribute codes Note The Athlete Compliance Form SGASPRT and the Mass Entry Athletic Compliance Form SGAMSPT use this form to validate athletic attribute codes You can only
66. ding an advisor to your student s record I 2 10 Ui 12 Access the Multiple Advisors Form SGAADVR Enter the ID of the student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student Select a term in the Term field Perform a Next Block function Select the down arrow in the ID field in the Advisor Information block Result The Faculty Advisor Query Form SIAIQRY opens Enter part of the advisor s last name in the Last Name field Perform an Execute Query function Double click in the ID field to return the information to SGAADVR Select a code in the Advisor Type field This field is optional Click the Primary Indicator checkbox to indicate that this is the student s primary advisor Click the Save icon Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 106 Entering Additional Student Information D Purpose The Additional Student Information Form SGASADD maintains cohort codes as well as attributes which are assigned to the student by effective term The cohort information records and attributes can be created manually on this form or may be rolled from the Admissions module upon creating the student record The person must be defined as a student for a term that is encompassed by the effective term range for that student on the General Student Form SGASTDN Banner form za Additiona
67. document is proprietary and confidential information of SunGard Higher Education Inc and is not to be copied reproduced lent displayed or distributed nor used for any purpose other than that for which it is specifically provided without the express written permission of SunGard Higher Education Inc Ly Think before you print Table of Contents B PETE OCI CHIONN iesiidiieecsnisazesasassdaaadecasdcasacaanadisncstasissasaesesatadsdnacataedacadaasiasssnanasiadenasnaastenaadeees 5 PROCESS MEOUUCHION dcsastecinciextivaniouiteecdsacstenactndnavinakdeamesienncbanaeaneddaban en 7 Set UP Peer ee rer ee rere ee re rere er reer rere cee eee reece cree 9 Validation Forms Used in the General Student Module cece eee eset tee a 10 Student Activity Code Validation sicsisississsservessetsetersssshenvercdesvavavaidivuwesees tveneheersevencbernebones 13 Advisor Type Validation peer eee ee oer ee een eee re peer ee oner Renee Cree ree nen er me mtn Nene ere seer 15 Student CARE AFDC Duration Validation 0 ccccceeeeeesseeererseaeeeeeeeeneeeeeeeaeneeeeeeneaeeeenags 16 Academic Standing Code Validation cscccess cscendsccncnerstsapeerassfeuteabnpstaetecsipedeoremettecsscceecedse 17 Attribute V SII OM isis cnncessentaccadiediengestaanncedsadenen dees satedstastecstuaddececcuasdnees taasacecadadsandieidazects 19 Student Attribute Validation wic0dccasvncsscsanassndedicasdeetscsvtiserd dasinadaded easahadsseanqeasdadadecaiadaabesies 20 Block Code Validat
68. e update insert and delete class codes such as Freshman or First Year Law STVCMTT Comment Type Code Validation create update insert and delete comment types and their respective codes such as General Comment Special Needs or Added via ACT Tape STVCPLN Communication Plan Code Validation create update insert and delete communication plan codes used in Recruiting Admissions and General Student modules STVCREA Cohort Reason Code Validation create update insert and delete cohort reason codes such as Peace Corps or Military Assignment Used in conjunction with inactivation of a cohort for an individual to identify the reason for inactivation SunGard 2004 2008 Banner General Student Page 162 Form Full Name Use this Form to STVCTYP Contact Type Code Validation create update insert and delete recruiting contact type codes such as Campus Visit College Night or Merit List Letter STVDEPS Student CARE Number of Dependents create update insert and delete codes indicating a CARE Validation student s number of dependent children STVDISA Disability Type Code Validation create update insert and delete disability codes such as Blind Multiple Sclerosis or Hearing mpaired STVDLEV Degree Level Code Validation create update insert and delete degree level codes such as Associate Bachelor Master etc STVELIG Eligibility Validation create update insert and delete
69. e General Student Summary Form SGASTDQ is a stand alone query form that displays all general student records on file for a student from the term represented in the Key Information The person must be a student to be queried on this form If a term is entered in the Key Information those general student records with a term that is earlier in time or is equal to the term in the Key Information will be displayed If no term is entered in the Key Information all of the student s General Student records will be represented on the form back to the earliest record on file When working in the Student Information section of SGASTDQ the user may perform a Count Query Hits function from any existing record to transfer to the General Student Form SGASTDN The user will view the record on SGASTDN that matches the record on which the cursor was placed in SGASTDQ when the function was performed When the General Student Summary Form is accessed from the Committee Service Form SHACOMI the user may perform a Select function to drag back information for college and department to SHACOMI Banner form ga General Student Summary SGASTDQ 8 1 S10b80 ool MN Confidential 1p 617111111 7 Flath Hannah i Level Campus 7 cCollege Degree Term 200610 m Program m Field of Study Type 7 Field of Study Code e Student Summary Academic Standing Progress Evaluation Combin
70. e Process Report SORMEBP Leave the Parameter Set field empty Perform a Next Block function to access the Printer Control Block Double click in the Printer field and select an available printer Note You can enter DATABASE to write the report to a table for on line viewing and to enable the saving of the report to a shared folder on a designated network drive Perform a Next Block function to navigate to the Parameter Values block Enter the Form Name into the Parameter Value block for Parameter 01 Parameters 02 04 are optional To find your Batch Process ID for Parameter 05 use the LOV button and select the Batch Process you wish to run For the Report Option parameter enter D to show all students or S to show control totals Select the Run Mode The choices are U Update or A Audit Update causes the Batch Process to run Audit allows you to view the results without running the Batch process or updating the Student Record s Press Next Block to move to the Submission block To save the parameter set for use again in future queries you can fill in the name and description fields and click on the check box for Save Parameter Set as Click on the Save icon Click on the Exit icon To confirm that the Batch process did run access the Mass Entry Audit form SOAMAUD and navigate to the Audit file associated with the Batch ID you just processed You can then review the Results tab to note the results of the Batch process
71. e Save icon 11 Click the Exit icon SunGard 2004 2008 Banner General Student Page 139 General Student Mass Entry Overview Mass entry processing is based on user defined search and update criteria Users can select students based on form search criteria and update their data based on the update criteria The selected students can be reviewed and the updates selectively processed Updates can be processed immediately or held for later processing in job submission using a batch process SORMEBP A Results tab is used to view processing results for Mass Entry whether the results are processed immediately or via batch Audit information is retained for each Mass Entry process and may later be purged Data retained includes User ID date timestamp search criteria update criteria students that were processed and the results Mass entry forms may also be used to query student information only in which case audit results are not retained The General Student Mass Entry Form SGAMSTU is used for mass entry general student processing You can search and update general student records using SGAMSTU when a general student record exists for the student on SGASTDN for the effective term that is entered in the search criteria The effective term is required when any other search criteria are entered in order to proceed to the Results tab Updates can be selected for the processing term on the Update tab Updates take place for new and existin
72. e on a day to day basis Veterans Administration Academic Records m f oO fa Tz A Defines the Creates student students records Produces general student reports SunGard 2004 2008 Page 89 pa fi Maintains and updates student records Banner Student General Student Training Workbook What happens The stages of the process are described in this table a Defines general student validation tables and rules Creates Student records by offering a seat to the student and the student then accepting the seat gistrar Academic Records Veteran Admin Office Maintain and Update Student Records Produce General Student reports and run General Student related processes e g The Student Right to Know Report SGRKNOW Student Report SGRSTDN and the Veteran report SGRVETN Processes Hold Purge SGPHOLD General Student Purge SGPSTDN Cooperative Education Purge SGPCOOP Student Block Load Process SGPBLCK and Cohort Load Process SGRCHRT SunGard 2004 2008 Banner Student General Student Training Workbook Page 90 Creating a General Student Record m Purpose Information about a student is initially created when a decision is entered on the Admissions Decision Form SAADCRV which indicates that the applicant accepts the institution s offer of admission or when an applicant is admitted via the Quick Entry Form SAAQUIK An applicant must accept the institution s offer of admissions to gen
73. e the communication plan Click the Return button Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 97 Changing a Major and Adding a Minor DB Purpose The General Student Form SGASTDN is used to maintain current and historical information about a student The General Student Form also contains comments activities and veteran information This record may not be deleted if registration or academic history exists for the term or if associated sports records exist Use the Curriculum window on the General Student Form SGASTDN to enter curriculum information for the student You may view lists of attached majors departments minors and concentrations by accessing the Help drop down menu and choosing the Help function from the corresponding Major Department Minor and Concentration fields in this window You may also double click in the field and select the appropriate choice from the Option List Banner form Confidential ID 817111111 7 Flath Hannah Student Summary Term hd O View Current active Curricula Curricula Activities Veteran Comments Academic and Graduation Status Dual Degree Miscellaneous General Learner New Term 200610 Fall 2005 2006 200610 From Term 200610 To Term 999999 Student Status as 7 Active A Student Type ea New First Time Additional Information Residence R In state Resident Site 002 7 Unit tes
74. ed the code entered in this field cannot be changed Once this code has been used in any other record the support service code record cannot be deleted 3 Enter a description of the support service in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 61 State F A Eligibility Validation Purpose Use the State F A Eligibility Validation Form STVSFAE to create update insert and delete State F A Eligibility codes These codes which describe the manner in which a student was accepted into the EOPS Educational Opportunity Programs and Services program are used by the Educational Opportunity Programs and Services Form SGAEOPS for validation You can create or update these codes only from this form Banner form 78 State F amp Eligibility Validation STVSFAE 8 0 BANS_WIN A a Oo Description Activity Date H j SSI Recipient Status GA Recipient Status 05 4UG 1991 05 4UG 1991 i Ta Veterans Status O7 NOV 1991 xo o Method Unknown O7 NOY 1991 O7 NOV 1991 Income Standards Not applicable Use C or D O7 NOV 1991 BRRUEEE SunGard 2004 2008 Banner Student General Student Training Workbook Page 62 Steps Follow these steps to create a State F A Eligibility code 1 Access the State F A Eligibility Validation Form STVSFAE 2 Enter a two character State F A E
75. ed Academic Standing From To Student Student Override Override Override Term Term Status Type Residence Code Term Code Term Code Code Term Code Code Term a zj X hd X X X X X X z ooer m E u Em E a m 200510 200610 fas N o es zoo410 f f l 200410 200510 fas In fo es 200410 ry E BB 3 z00310 200410 fas N R Pi mi l L Ti mi e i Curricula Summary Primary Student Type Rate Priority Term Program Catalog Level Campus College Degree k 200610 Bachelor of Arts DI 200610 Undergraduate UG College of Arts amp Scien Bachelor of Arts End Outcome Key e Admission Type Admission 200610 Matriculation 200610 a Field of Study Summary Priority Term Type Field of Study Department Attached to Major E E 200610 Major Art Mixed Medium Art fe 200610 Minor Architecture E 200610 Concentration Attached to Major Conc 02 Art Mixed Medium x SunGard 2004 2008 Banner Student General Student Training Workbook Page 113 Steps Follow these steps to view your student s information 1 Access the General Student Summary Form SGASTDQ 2 Enter the ID of the student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student 3 Enter a term in the Term field Note The query will return information for the term you entered plus any previous terms that contain information for this student You can enter in
76. een saved the code entered in this field cannot be changed Once this code has been used in any other record the eligibility factor code record cannot be deleted 3 Enter a description of the eligibility factor in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 46 Level Code Validation B Purpose Use the Level Code Validation Form STVLEVL to create update insert and delete level codes such as No Level Declared Undergraduate Non Matriculated Graduate and so on Several forms in various modules use this form to validate the level codes You can create and update these codes only from this form Banner form Level CEU Voice EDI System Activity Code Description Indicator Message Equivalent Required Date com m E a faunas ce Continuing Education v o 03 Jan 1995 fer Credit o o feura fer Graduate o O 03 JAN 1995 Lw Law o T o 04 Jan 1995 mv Marian s level o o 06 OCT 2005 No Non Credit o oO 04 JAN 1995 Pr Professional o o 03 Jan 1995 lus Undergraduate o o 03 JAN 1995 m D a D a Co o o z Loo SunGard 2004 2008 Banner Student General Student Training Workbook Page 47 Steps Follow these steps to create a level code 1 Access the Level Code Validation Form STVLEVL 2 Enter a two character code of the level i
77. elete CARE AFDC codes These codes indicate length of time a CARE student has been on AFDC at the time of enrollment for the current term STVASTD Academic Standing Code Validation create update insert and delete academic standing codes such as Good Standing Deans List or Suspension STVATTR Attribute Validation create update insert and delete degree program codes such as Affiliated Teaching Requirement Language Requirement or Writing Intensive Requirement STVATTS Student Attribute Code Validation create update insert and delete student attribute codes such as First Year Student Achieved Senior Standing or Non degree Student SunGard 2004 2008 Banner General Student Page 161 Form Full Name Use this Form to STVBLCK Block Code Validation create update insert and delete block codes which are used in Block Scheduling processing Represent sets or groupings of class sections STVCAMP Campus Code Validation create update insert and delete campus codes such as Main Campus or Downtown Campus STVCAST Combined Academic Standing Code create update insert and delete combined academic standing Validation codes which are defined by a combination of an academic standing code and a progress evaluation code STVCHRT Cohort Code Validation create update insert and delete cohort codes used in various modules to track a cohort grouping based on user defined criteria STVCLAS Class Code Validation creat
78. ent field is used to assign the EDI SPEEDE ExPRESS academic standing code values to the institution s academic standing codes The EDI equivalent value will be used in the transmission of transcript information electronically via EDI These values are defined in the EDI SPEEDE ExPRESS Implementation Guide under data element 641 Enter a number in the Voice Msg field to assign a number to the recorded message that describes the academic standing code for telephone applications Do not check the System Required checkbox Note If the System Required checkbox is checked the validation table record cannot be deleted Click the Save icon Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 18 Attribute Validation Purpose Use the Attribute Validation Form STVATTR to create update insert and delete degree program codes such as Affiliated Teaching Requirement Language Requirement or Writing Intensive Requirement These attributes are also known as Degree Attributes or Program Attributes in Banner Student Other forms use this form to validate these codes which you can create or update only from this form You need to create an attribute code for Remedial Course Attribute for use in IPEDS reporting Banner form a Attribute Validation STVATTR 8 0 BANS Description Activity Date 21 SEP 2000 2B 29 Jun 2007 wellesley 300 E l 18 SEP 2000 Wellesley 18 SEP 200
79. er General Student Page 128 Entering EOPS Information D Purpose The purpose of the Education Opportunity Programs and Services Form SGAEOPS is to record and monitor the EOPS information for a student based on an effective term EOPS status and multiple eligibility factors may be specified for a student A general student record must exist on SGASTDN prior to creating or updating the EOPS information Banner form 3 Education Opportunity Programs amp Services SGAEOPS 1D 601000070 7 Davis Mac S Term 199901 7 From Term 199901 Maintenance E To Term 999999 EOPS Status ER Student is Eligible State Financial Aid Eligibility Ba Acceptance Reason an 7 Withdrawal Reason J Planned Credits Acceptance Date fE Eligibility Factor From Term 199901 Maintenance E To Term 999999 Eligibility Factor Description Primary Indicator CJ Fo Financial o SunGard 2004 2008 Banner General Student Page 129 Steps Follow these steps to enter EOPS information 1 Access the Education Opportunity Programs and Services Form SGAEOPS 2 Enter the student s ID in the ID field 3 Enter the appropriate term in the Term field 4 Perform a Next Block function Note The Maintenance icon is used to copy the record to a new Effective Term because more information is available for that new term and the record needs to be updated You can also use this icon to set the End Term of the re
80. erate an initial general student record or the Quick Entry Form must have been processed for the student This record may not be deleted if registration or academic history records exist for a term or if associated sports records exist The Admissions Decision Form SAADCRV is used to enter decisions for an admissions application Once a decision is entered or calculated to indicate that the student has accepted and plans to attend a general student record is automatically created using the information entered on the application This record allows the student to be eligible to register Banner form ID 211009508 7 Abbe Anthony Term iid Decision Processing High School Review Prior College and Degree Review Test Score Review Application Summary Entry Term 200810 Decision ihd Status ce Complete ready Application Date 27 4PR 2008 Application Number 1 Admission Type st Standard Session Outstanding Requirements Application Preference Student Type In New First Time Residence R In state Residen Full or Part Time x T Priority Program Level College Campus Degree Catalog Term 7 77777777777777777 7 Field of Study f 102002 jus De DEFECT 200810 T Type major Code DFCT Department 5 Application Decision Application Decision Letter Decision Calculator Rating Review Decision Data Decision Sig
81. ervices provided for those disabilities for a student on a term by term basis SGAEOPS Education Opportunity Programs and record and monitor the EOPS information for a student based on Services an effective term SGAMSTU General Student Mass Entry create and or update General Student records for the effective term Requires SGASTDN for each ID selected SunGard 2004 2008 Banner General Student Page 159 Form Full Name Use this Form to SGASADD Additional Student Information maintain cohort codes and attributes assigned to student by effective term May be created manually or by rolling from the Admissions module on creation of student record SGASPRT Student Sport assign sport codes by term to a student Track students by sport code status code eligibility code and term Uses STVACTC STVSPST and STVELIG SGASTDN General Student maintain current and historical information about a student SGASTDQ General Student Summary display all general student records on file for the specified term s for the student identified in the Key Information SGAUSDF Institutional Reporting Requirements maintain information about students which is specifically required by the institution on a term by term basis SGPHOLD Hold Purge Process purge all expired holds based on the user specified parameters of expiration date activity date and hold type SGPSTDN General Student Purge Process purge the general student i
82. ess has been executed the results are displayed on this tab Each record is displayed with status indicators and a message type which contains more information for each record s update results Indicator Description Manually Added Checked when the record has been manually added to the selected group for update Yes Checked when the update has been completed successfully No Checked when the update has not been completed at all Partial Checked when one part of the update was successfully completed while another part was not None Checked when the update was not attempted such as if the record was not selected SunGard 2004 2008 Banner General Student Page 143 Indicator Description Message A link to a message explaining the status of the update for that record 11 Click the Exit icon SunGard 2004 2008 Banner General Student Page 144 Mass Entry Audit B Overview Whenever the Mass Entry process executes an audit file is saved capturing all of the information on the Search Update tabs and the Results tab for each Mass Entry executed These files can be reviewed by opening this Mass Entry Audit form SOAMAUD This form is used to query mass entry event information by session These files can be searched by Date User ID and or Form Name The list of saved audit files that satisfy the search criteria entered are displayed on the Sessions Tab You can then
83. formation Element 1 values are derived from the Student Element One Validation Form STVSUDA Element 2 values are derived from the Student Element Two Validation Form STVSUDB and Element 3 values are derived from the Student Element Three Validation Form STVSUDC and so on through Element 10 and the Student Element Ten Validation Form STVSUDJ Note A general student record must exist on the General Student Form SGASTDN for the student during the term before information is entered on this form Banner form ID 601000070 Davis Mac S Term 199901 7 Institutional Reporting Elements Element Code Element 1 ACTIVITY 7 Student Activities Element 2 Element 3 hd Element 4 7 SunGard 2004 2008 Banner General Student Page 132 Steps Follow these steps to use the Institutional Reporting Requirements Form SGAUSDF 1 Access the Institutional Reporting Requirements Form SGAUSDF 2 Enter the student s ID in the ID field 3 Enter the appropriate term in the Term field 4 Perform a Next Block function 5 Enter the appropriate codes in the Element field for Element 1 through Element 10 as appropriate SunGard 2004 2008 Banner General Student Page 133 Performing Purge Processes D General Student Purge Purpose The General Student Purge Process SGPSTDN purges the general student information for a student who never registered based on the user specified effective term and
84. formation as well as comments on the duties involved in each position A person must be an active student for the term and level for which the cooperative education job is being entered Multiple records for the term level may be entered The student s record cannot be deleted if cooperative education information exists the cooperative education record must be deleted first Note Employers entered must exist on the Employer Code Validation Form STVEMPL Banner form a Cooperative Education SGACOO gO yO ODANA cag Xx 1D 601000070 7 Davis Mac s Employer and Contact Details Term 199901 7 Cooperative Education Details Level oo 7 Undeclared Cooperative Code cs Computer Science CRN id Begin Date End Date El C Override 5 Evaluation Prepared El Evaluation Received amp Employer Code z Contact Name Title Contact Phone Employer Phone Review Address SunGard 2004 2008 Banner Student General Student Training Workbook Page 109 Steps Follow these steps to add cooperative education information to your student s record I 2 10 Ii iz 13 14 13 Access the Cooperative Education Form SGACOOP Enter the ID of the student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student Select a term in the Term field Perform a Next Block functio
85. formation in the other fields in the key block to narrow your search results 4 Perform a Next Block function 5 Use the scroll bar if necessary to review the student s record 6 Select Detailed Student Information from the Options menu to access the General Student Form SGASTDN 7 Click the Exit icon to return to the General Student Summary Form SGASTDQ 8 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 114 Entering Guardian Information Introduction To enter guardian information you must first enter the guardian on the General Person Identification Form SPAIDEN and then assign the guardian to a student using the Guardian Information Form SOAFOLK Banner form 4 General Person Identification SPAIDEN 8 0 BANGS rrr eel ere rele err rererere rererere rererere errer errre ere ree eee eller ID TST1 7 Smith Bob 3 Generate ID Preferred First Name Full Legal Name Non Person Name eCPM Alternate Identification Address Telephone Biographical E mail Emergency Contact Additional Identification ID Name Type Ba Person ID and Name Source Last Name Smith Last Update First Name Bob kd Middle Name User FIMSMGR Prefix Activity Date 15 Nov 2000 Suffix Origin FTMVEND M Original Creation User Create Date SunGard 2004 2008
86. g student records if they satisfy the search criteria regardless of any holds the students may have The search results are displayed by ID and name based on the data required by the mass entry form the search criteria and the population selection if used All records returned in the Results tab can be selected for update all deselected or not selected Individual records can be selected for update Records may be added or deleted manually When no search criteria are entered you can still manually enter students for update Records that are manually entered require that the student has a general student record and a valid effective term Updates cannot be performed when the student has a registration record for the update criteria learner effective term Mail submission is also not updated when a student has a registration record for the search criteria effective term SunGard 2004 2008 Banner General Student Page 140 Banner Form a General Student Mass Entry SGAMSTU 8 0 UDCSysT Elegme Update Results Search Criteria Effective Term 7 Fal 1996 Class C Search Learner Effective Term Equal To Level T Student Status fas Active Campus Student Type N New First Time College Fl Residence R JResident Degree iid Fee Assessment Rate a z Program Bd Education Level hd Field of Study Type 0 g Education Goal Field of Study Code kd Expected Graduation Date am
87. have forgotten the ID of your student click the down arrow find your student 3 Select a term in the Term field 4 Perform a Next Block function 5 Select the Miscellaneous tab 6 Select a code in the Leave of Absence field 7 Enter a start date in the From Date field 8 Enter an end date in the To Date field 9 Click the Save icon 10 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 102 Entering Veteran Information D Purpose The General Student Form SGASTDN is used to maintain current and historical information about a student The Veteran Information window is used to maintain veteran information Banner form Confidential ID 817111111 7 Flath Hannah Student Summary 7 Term 200610 7 O View Current Active Curricula Curricula Activities i Comments Academic and Graduation Status Dual Degree Miscellaneous i Veteran Certification Information Certification vetera TPs Description bil Credit Hours Serotec Date veoran compat windrawal O T 0 B B O L Lo C C B L B B E SunGard 2004 2008 Banner Student General Student Training Workbook Page 103 Steps Follow these steps to enter veteran information 1 Access the General Student Form SGASTDN 2 Enter the ID of your student in the ID field Note If you have forgotten the ID of your student
88. ield Note This code comes from the Disability Service Validation Form STVSPSR If appropriate select the Primary checkbox to indicate that this is the primary disability Click the Save icon Perform a Next Block function Complete the fields in the Disability Services block as appropriate Use the following as a guide to the fields Note Not all these fields are entered with data at the same time various fields will be updated with information as that information becomes available Field Description Service Type Indicates the type of service provided by the institution for the disability Status Code Indicates the status of the service type provided Provided Code Indicates whether the service type been provided by the Institution SunGard 2004 2008 Banner General Student Page 127 Field Description Provider Code Indicates who or what provided the service Exemption Code Indicates whether the student is exempt from having the service provided Result Result of the Service Type that was provided Originator Originator of the Disability Services record Campus Campus at which the student is enrolled Contacts Number of times the Originator has had contact with the student Service Begin Date that service is to take effect Date Service End End date of the service Date 12 Click the Save icon 13 Click the Exit icon SunGard 2004 2008 Bann
89. ion ssaticcsscsdivncs Wiwswoncivanverevivadiataddsnsuntisabsnernevenvectanasnetenrsreissucensesniuands 21 Campus Code VaN Oss cetccensncettennesneraonctdicaeenndepobacecneeaeetionceccep rate dies osapeegevipanaieaneseceecs 22 Combined Academic Standing Code Validation nccc 24 CCN TSW AUNT AOI cosas aaa o acd Haast a a TRAE 26 Class Code V GIG AMON cates ccearcecnnatencatutacaircanmnrndinzetdanndnscacededumcsieieieatescdinucasatmancatnedans 28 Comment Type Code Validation nissceicivisctccsorsscanieractottovandieennieeliokienniehinedentndsiawaeeeagetetts 30 Communication Plan Code Validation sivisicccssvsciocsasssesvesaivedetedevesiatavvaesvsousvnenvasceelernesdes 32 Cohort Reason Code Validation sicoicsincoexiintvaposdochennicanntencenentimcnctraniecxapecmnninnonkoesmannanent nes 33 Contact Type Code ValGGtIONs sec coisievort cescarcendacdcectdeeduntesceueetantsrenenldagceeeeLaseararthentdnatey 34 Student CARE Number of Dependents Validation sesssiiseeeeesririreereerinrrrireenenninrrrrrens 36 Disability Type Code Validation ssssssssississsssssintininnttn rnnt nrun ttnn An EEEEENAEEEEEEEEEEEEEEE EEEE 37 Degree Level Code Validation scisc2vcsneusedsesvmecnavetvesavaxnenevaxonteursnesvedaniwuntiy tues twavetiebaviaters 38 Employer Code Validation iaxcvadencciiscetaednusvndedecotsndaxayceunudnedtinusiaveasonst cnmebentyadevaenawoneeaaineess 40 Eligibility ValidatigNsis sine R EE E 42 Education Opportunity Prog Serv Status Validation ccce 43 Eligibility F
90. iption field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 58 Athletic Qualifier Status Validation Purpose Use the Athletic Qualifier Status Validation Form STVSAQS to create update insert and delete athletic qualifier status codes Note The Athletic Compliance Form SGASPRT use this form to validate athletic qualifier status codes You can only create and update these codes from this form Banner form a Athletic Qualifier Status Validation STYSAQS 8 1 Code Description User ID Activity Date QH Qualifies SaIsUSR 24 MAR 2009 QL Qualifies SarsusR 24 MAR 2009 QM Qualifies sarsusr 24 MAR 2009 Follow these steps to create an athletic qualifier status code 1 Access the Athletic Qualifier Status Validation Form STVSAQS 2 Enter a two character athletic qualifier status code in the Code field 3 Enter a description of the code in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 59 Athletic Competition Reason Validation B Purpose Use the Athletic Competition Reason Validation Form STVSARE to create update insert and delete athletic attribute codes Note The Athlete Compliance Form SGASPRT use this form to validate athletic competition reason codes You can only create and update these codes from this form B
91. isei e ee oa E E a due benleaties 82 Self Check aeii aT e E E E OEE a EEEE EEE E EOE E E A odes 84 Answer Key for Self CNOCK seiurteko abide dae 85 Day to Day Operations ssssssssssnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnmnnn mnnn 87 PROCESS IMEFODUCUION ornes iaa a aae E A A E SEET OTETO 89 Creating a General Student Record ecceeeeeceeeeeeeeeeeeeeeeeeeaaeaaaaeeeeeeeeeeaaaaaneeeeesenees 91 Using the Quick Entry FOrM evecede vides te toacnecepdouatedss te tece ced dude ndgewiondeves suvedoesedadde temdeataaws 93 Changing a Major and Adding a MINOF sccessieecinds aged dees N sestecupedvederedanivcehdceeoe ou leavendtes 98 Processing a Leave of Absence Request 101 Entering Veteran Information cassie ws wscetars eivanec sotineletivevcwd das eliniiendainlervanedavainenatededes 103 Adding or Changing Advisor Information 2 0 ne Nis idle iecseiiedasacrdantsnsortdteviwund Wael steieeees 105 Entering Additional Student Information cccccseceeeessseeeeeesseeeseeseneeeeeeaaeeeserseaeeeeeeas 107 Entering Cooperative Education Information cccccccccsssesseceeseeeeeeseaeeseeeeaeeereeseaeeseeees 109 Creating Communication Plan Information ccissiscsneasvevsosseckeres devevbincsevela ee ousvitewnvenes ns 111 Viewing a Student s NOM atlON accent Gat ie hy tal eatin alu eae 113 Entering Guardian Information iiss sen Gee einer GM Ge SO Mester Sheed PE cassie kt ts 115 M i taining Sports RECoTA Sare daered a E OEA EPEA NTA A
92. k Page 49 Steps Follow these steps to create a student CARE marital status code 1 Access the Student CARE Marital Status Validation Form STVMARS 2 Enter a one character code of the marital status in the Code field Note Once a marital status code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the marital status code record cannot be deleted 3 Enter a description of the marital status in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 50 Medical Code Validation Purpose Use the Medical Code Validation Form STVMEDI to create update insert and delete medical codes such as Blind Deaf Prosthetic Limb and so on The Medical Information Form GOAMEDI uses this form to validate the medical codes You can create and update these codes only from this form Note All Banner systems share this validation form You should coordinate with other Banner system users at your institution when deciding what codes are used on this form Banner form va Medical Code Validation STVMEDI 8 0 B Code Description Hearing Impaired Activity Date 09 oct 1990 Diabetic Insulin User 07 JAN 1991 P Epileptic o1 may 1987 Generic Medical identifier J 26 JUL 1994 Heart Condition
93. k Page 77 Acceptance Reason Validation p Purpose Use the Acceptance Reason Validation Form STVTRAC to create update insert an EOPS Educational Opportunity Programs and Services reason of acceptance codes for use in the General Student module You can create or update these codes only from this form Banner form a Acceptance Reason Validation STVTRAC 8 0 BANS_WIN 7777 Code Description Activity Date aE accept basis Essay 08 Apr 2008 fan accept basis Financial Need 08 Apr 2008 D Eligibility demonstrated 08 Apr 2008 E Steps Follow these steps to create an EOPS Educational Opportunity Programs and Services reason of acceptance code 1 Access the Acceptance Reason Validation Form STVTRAC 2 Enter a three character EOPS acceptance reason code in the Code field Note Once an EOPS acceptance reason code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the EOPS acceptance reason code record cannot be deleted 3 Enter a description of the EOPS acceptance reason in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 78 Veteran Type Code Validation a Purpose Use the Veteran Type Code Validation Form STVVETC to create update insert and delete veteran type codes e g Chapter 32 Post Vietnam Vet Other Vetera
94. l Student Information SGASADD 8 0 BANS oer ree ere ere eee eee errr TTT OTOT all ID 601000070 Davis Mac S Term 199901 7 Student Cohort From Term 199901 Maintenance c To Term 999999 Cohort Code Description Inactive ka 2006COHRT 2006 Cohort ai 1 l i m TH Dooot Student Attribute From Term 199901 Maintenance amp To Term 999999 Attribute Code Description SunGard 2004 2008 Banner Student General Student Training Workbook Page 107 Steps Follow these steps to add cohorts and attributes for your student I 2 Access the Additional Student Information Form SGASADD Enter the ID of the student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student Select a term in the Term field Select a code in the Cohort Code field Result The From Term and To Term fields default Select a student attribute code in the Attribute field Click the Save icon A box will pop up that says Changing Student Attribute may impact Registration Fee Assessment Click the OK button Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 108 Entering Cooperative Education Information Purpose The Cooperative Education Form SGACOOP is used to maintain data pertaining to the student s cooperative education positions The form contains employer in
95. lark Donald J 199610 EJ C Learner copied to new v 610009103 Correll Nikome M 199110 O O No updates performed C 210009623 Cory Janice 199610 O O C No updates performed C 610009105 Edwards Michael C 199110 O O No updates performed 061620009 Erwine Kyle L 199710 O C C No updates performed C Confidential m Deceased mj Note The Update radio group in the Results tab show whether the updates were SunGard 2004 2008 Banner General Student Page 147 successful Yes partially successful Partia not successful Vo or that no updates were considered None The Message field displays related result messages for the update such as that shown in the illustration below The Process I ndicator shows whether that record was selected for processing za General Student Mass Entry SGAMSTU 8 0 UDCSysT Search Update Results Select Indicator O Select All O Deselect All None Manually Select ID Name Term Code Hold Deceased Conf Added Yes No Partial None Message hd Editor Wess eas Wess OEE B _ z 061672321 Lisch Scott A E QO O N dat af ace earner copied to new term Learner updated adalat 00000050 Lytle Margaret o O No updates pei 610009601 Maris Keith O O No updates per 300000001 Murphy Justin M
96. ligibility Code in the Code field Note Once a State F A Eligibility code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the State F A Eligibility code record cannot be deleted 3 Enter a description of the State F A Eligibility in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 63 Service Provider Validation B Purpose Use the Service Provider Validation Form STVSPRV to create update and delete the service provider codes such as Training Center Counseling Center Learning Center The Support Services module uses this form to validate the support services provider codes You can create and update these codes only from this form Banner form 7a Service Provider Validation Code Description Activity Date Alcoholics Anonymous 24JUL 1994 Center for the Family 21 JUL 1994 Community Hosptial Ed Center 21 3UL 1994 Hs Math Honor Society et auL 1994 Narcotics Anonymous 21 3UL 1994 cc University Counseling Center 21 3UL 1994 S University Transportation Svc 21 JUL 1994 at n ii x oO il Cc 4 ih SunGard 2004 2008 Banner Student General Student Training Workbook Page 64 Steps Follow these steps to create a service provider code 1 Access the Ser
97. n Select a level code in the Level field Select a code in the Cooperative Code field Select a course registration number for the internship in the CRN field NOTE The section must be one that has a schedule type that permits Co Ops and the student must already be registered for the section Enter a start date in the Begin Date field Enter an end date in the End Date field Select an employer code in the Employer Code field Enter a name in the Contact Name field Enter the person s title in the Title field Enter the person s phone number in the Contact Phone field Click the Save icon Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 110 Creating Communication Plan Information m Purpose Communication Plans are designed to implement an institution s rules regarding who should receive which materials and when those materials should be sent A material can be generated letter or label or published department brochures The Communication Rules Form SOACOMM is used to define the different types of Communication Plans as applied to campus level college and degree and to define the rules for the automatic assignment of communication plans to people and the processing of the communication plan If the campus is X and the degree level is X and the college is X and the degree is X then under these conditions a specific code is assigned All students with these
98. n ROTC etc The General Student Form SGASTDN uses this form to validate the veteran type codes You can only create and update these codes from this form Banner form A o Description Chapter 32 Post Vietnam Vet Chapter 34 Regular Veteran taveteran Type Code Validation STVVETC 8 0 BANS_WIN fol lco t Activity Date 16 FEB 1988 16 FEB 1988 TRGOM F Steps Follow these steps to create a veteran type code Chapter 35 widow Child 07 3AN 1991 fin Service m veteran Complete Withdrawal veteran No Benefits army Recruit o7 20N 1991 16 FEB 1988 07 JAN 1991 07 JAN 1991 14 APR 1987 14 APR 1987 CO 1 Access the Veteran Type Code Validation Form STVVETC 2 Enter a one character veteran code in the Code field 3 Enter a description of the code in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 79 Student EOPS CARE Withdrawal Reason Validation E Purpose Use the Student EOPS CARE Withdrawal Reason Validation Form STVWTHD to create update insert and delete codes which indicate a student s reason for withdrawing from the EOPS Educational Opportunity Programs and Services and or CARE programs for the following term as of the end of the reporting term Examples are Lack of Resources Student or Family Problems Discontinued Ac
99. n institution s needs for state or local reporting for a student This form is one of ten STVUDA STVUDB STVUDC STVUD used in the General Student module for this purpose You can create or update values for Element 1 on the Student Institutional Reporting Requirements Form SGAUSDF from the Student Element One Validation Form STVSUDA Elements 2 through 10 are created on the subsequent respective STVSUDx form These validation forms correspond to Elements 1 through 10 on the Student Institutional Reporting Requirements Form SGAUSDF They are all completed in the same manner Banner form Code Description Activity Date SunGard 2004 2008 Banner Student General Student Training Workbook Page 76 Steps Follow these steps to create an institutional reporting data element 1 Access the Student Element One Validation Form STVSUDA 2 Enter up to fifteen characters for the code of the student institutional reporting element 1 in the Code field Note Once a student institutional reporting element code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the student institutional reporting element code record cannot be deleted 3 Enter a description of the student institutional reporting element in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workboo
100. n the Code field Note Once a level code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the level code record cannot be deleted 3 Enter a description of the level in the Description field 4 Click the CEU Ind Continuing Education Indicator checkbox if the level is a CEU level 5 Enter a voice response message number if appropriate in the Voice Msg field 6 Enter an EDI equivalent in the EDI Equiv field if appropriate Note This field is used to assign the EDI SPEEDE ExPRESS level code values to an institution s level codes for the level of coursework which is reflected in the GPA and hours When an institutional code is not equated with an EDI code this field should be blank The EDI equivalent value is used in the transmission of transcript information electronically via EDI 7 Click the Save icon 8 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 48 Student CARE Marital Status Validation Purpose Use the Student CARE Marital Status Validation Form STVMARS to create update insert and delete codes which indicate the marital status of a CARE student You can create and update these codes only from this form Banner form 8 0 BANS_WIN Activity Date A a o wi D D gt Doo SunGard 2004 2008 Banner Student General Student Training Workboo
101. nator Code Validation STVORIG 8 0 BANS_WIN Code pcci J J Description Activity Date MESH student Accounts office ze mar 1987 ADMS admissions Office J 26 MAR 1987 ALDR Director of Alumni Relations 05 Jun 1990 ANFD Annual Fund Office _ o3 aun 1990_ AUTO Generated Automatically 31 MAR 1988 BuSO Bursar s office 07 oct 1987 CCON Capital Consultant 03 JUN 1990 CORG Corporate Giving Office 03 Jun 1990 COUN Counseling Center o1 maY 1987 DEVD Director of Development o5 JUN 1990 DOFI Dean of Instruction 01 May 1987 Dors Dean of Students o1 maY 1987 FAID Financial 4id Office 01 Nov 1989 FINO Finance and Billing o3 MAR 1992 BR Library Circulation Area 12 MAR 1987 LOAN Student Loans Office J 23 May 2007 MAIG Major Gifts Office 03 Jun 1990 MATH Department of Mathematics 12 MAR 1987 PHYL Physical Education Football 12 Mar 1987 Physical Education Baseball 12 Mar 1987 PLAN Planned Giving office 03 Jun 1990 RECR Recruiting Center b1 mav 1987 REGS Registration Office 26 MAR 1987 SunGard 2004 2008 Banner Student General Student Training Workbook Page 53 PHY2 PEE uu Steps Follow these steps to create an originator code 1 Access the Originator Code Validation Form STVORIG 2 Enter a four character code of the originator in the Code field Note
102. nformation for a student who never registered based on the user specified effective term and activity date SGRKNOW Student Right To Know Report produce data that will assist your institution in calculating graduation and completion rates by cohort and optionally by sport codes SOACOMM Communication Rules define the different types of Communication Plans as applied to campus level college and degree and to define the rules for the automatic assignment of communication plans to people and the processing of the plan SunGard 2004 2008 Banner General Student Page 160 Form Full Name Use this Form to SOAFOLK Guardian Information establish and maintain information about a student s guardian Guardian must exist in SPAI DEN first SOAMAUD Mass Entry Audit Form review mass updates for General Student SOPMAUD Purge Mass Entry Audit remove Audit table records SORMEBP Mass Entry Batch Update Process apply mass updates to General Student via batch updates SPAI DEN General Person dentification add or maintain general person IDs on the system STVACTC Student Activity Code Validation create update insert and delete activity codes such as Debate Club or ROTC STVADVR Advisor Type Code Validation create update insert and delete advisor type codes for students such as academic advisor or athletic advisor STVAFDC Student CARE AFDC Duration Validation create update insert and d
103. nificant Institution Applicant Institution Inactive Maintained Decision fr Description Decision Acceptance Acceptance Rejection Application by Date User ID X fo Oy m m m mi E m a o a ama J m g Hi SunGard 2004 2008 Banner Student General Student Training Workbook Page 91 Steps Follow these steps to create a General Student record Note A student s application information must exist or be entered on the Admissions Application Form SAAADMS to use this form 1 Access the Admissions Decision Form SAADCRV 2 Click the down arrow next to the ID field 3 Enter a few characters of a last name with the wildcard at the end in the Last Name field and press enter to begin the search 4 Click on the drop down by the Results field in the pop up box to select your applicant 5 Scroll through the list of names to find the applicant you created and used during the Admissions Training Note Make a note of the student s name and ID because they will be used in future lessons Each participant must pick a unique student 6 Perform a Next Block function 7 Using the scroll bar on the right in the Application Summary block select the application of interest 8 Select a decision code in the Decision Code field The decision entered should have the Applicant Acceptance checkbox checked in order for the General Student Learner record to be created 9 Click the Save ic
104. o Day Operations Section goal The purpose of this section is to explain the process and detail the procedures to use the General Student Module Objectives In this lesson you will learn how to e create a general student record e use Mass Entry forms to update multiple student records e change a major and add a minor e process a leave of absence request e enter veteran information e add or change advisor information e enter additional student information e enter cooperative education information e view a student s information e enter guardian information e maintain sports records e maintain and monitor Student Right to Know reporting e enter disability information e enter EOPS information e maintain required information SunGard 2004 2008 Banner Student General Student Training Workbook Page 87 e perform purge processes SunGard 2004 2008 Banner Student General Student Training Workbook Page 88 Process Introduction B Introduction The Banner System requires that there be an Active General Student Record for the term before a student can register or be registered for courses and have tuition and fees assessed The validation tables and rules for the General Student Module are used by the system to ensure that the student is registered into the correct courses and is assessed the correct tuition and fees Flow diagram This flow chart highlights specifically what the General Student Module process would look lik
105. ock codes have been established 5 Click the Save icon 6 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 21 Campus Code Validation B Purpose Use the Campus Code Validation Form STVCAMP to create update insert and delete campus codes such as Main Campus Downtown Campus or Foreign Campus This form is used by other forms to validate the campus codes You can create or update these codes only from this form The District field is validated against the District Division Code Validation Form GTVDICD Note All Banner systems share this validation form You should coordinate with other Banner system users at your institution when deciding what codes are used on this form Banner form Za Campus Code Validation STVCAMP 8 0 BANS_WIN Code Description gow Activity Date hd annandale ees 24 JUN 1991 faa Testing campus code w 2 chara 13 SEP 2006 ABC Testing Mc Gill 03 sEP 2002 e Blacksburg 24 JUN 1991 p Downtown o 03 Jan 1995 E East Side E 03 2AN 1995 i highland SSC ea 2UN 1901 Lon Campus code 13 SEP 2006 Mm Main a 04 3AN 1995 lo off campus SC 03 Jan 1995 w West Side 03 3AN 1995 CJ C SunGard 2004 2008 Banner Student General Student Training Workbook Page 22 Steps Follow these steps to create a campus code 1 Access the Campus Code Validation Form STVCAMP 2 Enter campus code in the Code field
106. on Note You will see the message Note Student record created for admissions entry term 10 Click the OK button Note You will see the message Transaction complete 1 record applied and saved 11 Click the OK button 12 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 92 Using the Quick Entry Form E Purpose The Quick Entry Form SAAQUIK is used to provide a way to enter and register persons on the system with minimal effort This form is combined with the General Person Identification Form SPAIDEN which allows a person to be added to the system along with addresses optional It can also create recruiting and admissions records at the user s option and will automatically create a student record that is required for registration Default rules for a specific level of applicant can be defined on the Quick Entry Rules Form SAAQKER so that when the ID Term and Level are entered into the key block the majority of data will be defaulted in from SAAQKER Banner form Wa Quick Entry SAAQUIK 8 0 BANS fillet litre ete eee rele ee rete rte reel leet rele rel rere rte rete reel ert erectile E X ID 601000110 7 Mcvey Elmo K Term 199901 Level uc 7 Generate ID 8 omegi Addresses Biographical Enter Address V Enter Biographical Application and Recruit Information l Create Application Record Application N
107. on a designated network drive 5 Perform a Next Block function to navigate to the Parameter Values block Note The system will automatically populate any default parameters 6 Enter the appropriate values for each parameter in the Values column Note Use the Values Search icon to access tables with appropriate values Parameter Value Process Term Enter the term code associated with the process This is a required parameter Purge Option Choose from one of the two purge options listed in the description hold expiration date or hold activity date This is a required parameter Hold Expiration Date Holds with end date less than or equal to the date entered will be purged Hold Activity Date Holds with activity dates that match the date entered will be purged Excluded Hold Type Hold types specified will be excluded from the purge process Multiple requests are permitted Run Mode Enter A to produce a listing of all selected purge data without affecting the database Enter U to update the database after purging the selected data This is a required parameter 7 Check the Save Parameter Set as checkbox if you want to save the parameter values SunGard 2004 2008 Banner General Student Page 138 for future use 8 Enter a name and description for your job parameters in the Name and Description fields Note Run the process in Update Mode 9 Select the Submit radio button 10 Click th
108. on of the dependent children number in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 36 Disability Type Code Validation a Purpose Use the Disability Type Code Validation Form STVDISA to create update insert and delete disability codes such as Blind Multiple Sclerosis Hearing Impaired and so forth You can create or update these codes only from this form Note All Banner systems share this validation form You should coordinate with other Banner system users at your institution when deciding what codes are used on this form Banner form a Disability Type Code Validation STVDISA 8 0 BANS WIN loi Steps Code Description Activity Date 18 May 1993 26 3UL 1994 ak I Mobility Impaired l Visually Impaired TA Follow these steps to create a disability code 1 Access the Disability Code Validation Form STVDISA 2 Enter a two character code in the Code field Note Once a disability type code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the disability type code record cannot be deleted 3 Enter a description of the code in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 37 Degree Level Code
109. ou can add cooperative education information for a student Question 9 What are the validation forms are used with the Student Sport Form SGASPRT Question 10 What purge process do you run for a student who never registered SunGard 2004 2008 Banner General Student Page 155 Answer Key for Self Check B Question 1 What are the two forms you can use to create a student record Admissions Decision Form SAADCRV Quick Entry Form SAAQUI K Question 2 On SAAQUIK which window do you access to add a student s major Curricula window Question 3 What window on the General Student Form SGASTDN do you access to add or change a major Curricula window Question 4 What other type of information can be entered on the Miscellaneous Student Information window Practical training Question 5 What form is used to enter veteran information Veteran I nformation Form SGASTDN SunGard 2004 2008 Banner General Student Page 156 Question 6 On the Multiple Advisors Form SGAADVR on which block is information returned to after an advisor is selected Advisor Information block Question 7 What are the two ways that cohorts and attributes can be added to a student s record e Created manually on the Additional Student I nformation Form SGASADD e Rolled from the Admissions module when creating the student record Question 8 Does an employer have to exist in the Banner system before you can add coo
110. p Department Bd Graduation Term v Admission Term iid Graduation Year l bd Admission Type z Cohort 0 D Curricula Lo y Attribute 7 Population Selection Application v Selection ID z Creator ID User ID l Steps Follow these steps to execute the General Student Mass Entry process 1 2 SunGard 2004 2008 Access the General Student Mass Entry form SGAMSTU Search for and enter all the criteria for your search in the Search Criteria section of the form Please note that results will only be returned for Students whose records meet the search criteria on this form AND who have an existing General Student record SGASTDN Effective Term is the only required field Note A new record will be created with a new Effective Term code Optionally you may fill in the Population Selection section of the form This is not another block it is accessed by pressing the Tab key to move to the next form field Note Familiarity with Population Selection is a prerequisite for this course Press Next Block or the Update tab to move to the Update tab Enter the General Student Update values desired NOTE A term code is required for all general student updates Page 141 Banner General Student a General Student Mass Entry SGAMSTU 8 0 UDCSYST fore orro Search update Results Student Update Values Learner Effecti
111. penitaledaadsdesiaexendots 62 Service Provider Validation si scsdctarasdecenenesaeceacanecncactedexanesddivcateretcsaadeideuesesdeneeiadeueenaenendins 64 Disability Service Code Validation wcscscisincicvensesendssasatebnwenctenveisianheuenossyaneieseev se acteanieines 66 Sp rt Stat s ValidatiOM as cesecccedoaearedeeedcccnnoseadatdandgmecdindee actus eeetaca EE EAE ERE AAE 67 Service Code VGNCAION xsiccio aides iors iccmencratenmenddanncoresmncnesaeaneneaecduncserkindinamendteamonddeinceadenas 68 Service Result Validation s cicrtsccccesseisnvedsadscintacrsteverwsissseuceadvenstlde danrabssasessbiedsaiudecnbiscwodeaes 70 Services Status Validation esate sd ccarsiseacceversadtecdandeanedaddewancnonduadneecstdsesaisrdenteasuadececdisciexerss 71 Student Status Code Validation ccdsaincticsaicascrcanesedcecssatdvttnasesetcanduaedtcasaedersaneetidakeiatdducsaliats 72 Student Type Code Validation cece sissevivesesnncesnvarsesavertonnGevernorentecest Vinwiendexmnensmeieeedensns 74 Student Element One Validation cccccceccecccccceceeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeaeaeeaeeeseeaneags 76 Acceptance Reason Validation eed acd eelvacearccede eda dadendadssecducadeltdeeseces seceqevanes sends tase danda 78 Veteran Type Code Validation siechtcccescisweradccedeiesdacesegsdesteerencndeds oaisigearesectatss tucedeenateet rubs 79 Student EOPS CARE Withdrawal Reason Validation ccecceeeetceeeeeeeeeeeeeeee eee eeneeeeeees 80 St dent Classificati n RUES
112. perative education information for a student No You can add an employer on the Employer Code Validation Form STVEMPL Question 9 What validation forms are used with the Student Sport Form SGASPRT Student Activity Code Validation Form STVACTC Sports Status Code Validation Form STVSPST Eligibility Code Validation Form STVELIG Question 10 What purge process do you run for a student who never registered The General Student Purge SGPSTDN SunGard 2004 2008 Banner General Student Page 157 Appendix SunGard 2004 2008 Banner General Student Page 158 Forms Job Aid D Form Full Name Use this Form to SAADCRV Admissions Decision enter decisions for an admissions application SAAQUIK Quick Entry quickly enter and register persons on the system SGAADVR Multiple Advisors associate student with multiple advisors Also allows a view of student s advisors for an effective term range SGACLSR Student Classification Rules establish and maintain the academic classification rules based on the range of hours entered and user defined student attributes Requires STVCLAS STVLEVL and STVATTR be established prior to creating this form SGACOOP Cooperative Education maintain data relating to student s cooperative education positions including employer information and comments on duties involved SGADI SA Student Disability Services capture information about disabilities as well as s
113. perative education information e created Communication Plan information e viewed a student s information e added and maintained a sports record e maintained and monitored Right to Know reporting e entered disability information e entered EOPS information e maintained required information e performed purge processes e performed mass entry of student records e performed batch processing of mass entered student records e audited mass entry records e purged mass entry record audit SunGard 2004 2008 Banner General Student Page 153 Self Check B Directions Use the information you have learned in this workbook to complete this self check activity Question 1 What are the two forms you can use to create a student record Question 2 On SAAQUIK which window do you access to add a student s major Question 3 What window on the General Student Form SGASTDN do you access to add or change a major Question 4 What other type of information can be entered on the Miscellaneous Student Information window Question 5 What form is used to enter veteran information Question 6 On the Multiple Advisors Form SGAADVR on which block is information returned to after an advisor is selected Question 7 What are the two ways that cohorts and attributes can be added to a student s record SunGard 2004 2008 Banner General Student Page 154 Question 8 Does an employer have to exist in the Banner system before y
114. reate update insert and delete comment types and their respective codes i e General Comment Special Needs or Added via ACT Tape This form is used by other forms to validate the comment types You can only create or update the comment types from this form Banner form ta Comment Type Code Validation STVCMTT 8 0 BANS_WIN Code rary o Oo 101 Description added via ATP Tape Activity Date 29 APR 1987 Added via ACT Tape 29 APR 1987 Special Needs 29 APR 1987 0 Intramurals 12 FEB 1988 H ni Frate rity 29 APR 1987 Sorority 29 APR 1987 i 0 Debate Club 29 APR 1987 H m oO athletic Scholarship 29 APR 1987 added via Fin id CSS Tape 10 auG 1987 1 Requested Campus Housing Assigned Campus Housing 10 auG 1987 o9 ocT 1987 CLEE SunGard 2004 2008 Banner Student General Student Training Workbook Page 30 Steps Follow these steps to create a comment type code 1 Access the Comment Type Code Validation Form STVCMTT 2 Enter a three digit comment type code in the Code field 3 Enter a description of the code in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 31 Communication Plan Code Validation Purpose You can use the Communication Plan Code Validation Form STV
115. reate an eligibility code 1 Access the Eligibility Validation Form STVELIG 2 Enter a two character code in the Code field 3 Enter a description of the code in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 42 Education Opportunity Prog Serv Status Validation B Purpose Use the Education Opportunity Prog Serv Status Validation Form STVEOPS to create update insert and delete EOPS Educational Opportunity Programs and Services status codes such as No Service Student is Eligible or Student is Not Eligible This form is used by the Educational Opportunity Programs and Services Form SGAEOPS to validate the EOPS status codes You can create or update these type codes only from this form Banner form a Education Opportunity Prog Serv Status Validation STVEOPS 8 0 BANS_WIN Code Description Activity Date mis valusa O znova Mis values D7 Nov 1991 mis value c 07 Nov 1991 ms value D 07 Nov 1991 Student is Eligible o5 auG 1991 Student is not Eligible E o5 auG 1991_ C FCCC SunGard 2004 2008 Banner Student General Student Training Workbook Page 43 Steps Follow these steps to create an EOPS Educational Opportunity Programs and Services status code 1 Access the Education Opportunity Prog Serv Status Validation Form STVEOPS
116. s Follow these steps to create a student activity code 1 Access the Student Activity Code Validation Form STVACTC 2 Perform an Insert Record function 3 Enter a three or four character activity code in the Code field 4 Enter a description of the code in the Description field 5 Select an activity type in the Type field This field is optional 6 Select an activity category in the Category field This field is optional 7 Repeat steps 2 6 to enter all student activity codes 8 Click the Save icon 9 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 14 Advisor Type Validation D Purpose Use the Advisor Type Code Validation Form STVADVR to create update insert and delete advisor type codes for students Students may have multiple advisors such as an academic advisor or an athletic advisor You may only create or update advisor type codes from this form Banner form Description Activity Date Major Advisor 21 MaAR 2002 Student Peer Advisor 22 3uL 1999 Primary Advisor 22 auG 2001 o o 7 Steps Follow these steps to create an advisor type code 1 Access the Advisor Type Code Validation Form STVADVR 2 Enter an advisor type code in the Code field 3 Enter a description of the code in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Work
117. s The To Hours must be greater than the From Hours when creating a rule The Class Code Validation Form STVCLAS the Level Code Validation Form STVLEVL and the Attribute Validation Form STVATTR must be established prior to entering this form When attributes are maintained for a rule then the student must fall within the credit hour requirement and have the attribute code for the effective term on the Additional Student Information Form SGASADD Note Student classification rules must exist for students of all levels If classification rules do not exist for a certain level of students they will not be reported in the Unduplicated Headcount Report SFRHCNT Banner form ca Student Classification Rules SGACLSR 8 0 BANS_WIN 77 Second Year Law Level Code From Hours To Hours Class Code Description Activity Date a 600 99 000 Year 1 Semestert 19 3AN 1995 000 99 000 Year 1 Semester 2 19 AN 1995 000 99 000 Year 2 Semester 1 19 JAN 1995 000 99 000 Year 2 Semester 2 19 JAN 1995 B 000 99 000 First Year Law 19 3AN 1995 ooo 999 000 000 939 000 00 27 990 28 000 58 990 59 000 88 990 19 JAN 1995 19 JAN 1995 fieJan 1995 19 JAN 1995 19 JAN 1995 Third Year Law Freshman Sophomore J 5 5 5 2 21212 2g FEPERER ERS Junior Class Standing Attribute Attribute 7 Description fut ist Semester 1st Year Tech
118. s Rate m Degree BA m Bachelor of Arts Leave of Absence UE From Date E Admission Type Ba To Date S Admission Term 200610 m Fall 2005 2006 200610 Expected Graduation Date E Application Graduation Term M Matriculated Term 200610 ka Fall 2005 2006 200610 Graduation Year O M 13 Click the Replace icon while on the curriculum row to be inactivated it must currently be active and the most recent record for the priority Result The icon inactivates the curriculum row and inserts a new curriculum row for the new curriculum record 14 Complete these fields Priority Program Level Campus optional Degree and College 15 Perform a Next Block function Result You are taken to the Field of Study tab within the Curricula tab 16 Verify that the correct type is selected in the Type field 17 Complete additional fields that have not already been completed if necessary For example you may want to enter information in the Attached to Major and Full or Part Time fields if appropriate Note At least one active row with Type Major must exist Without a major you will not be able to save the record 18 Click the Save icon 19 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 100 Processing a Leave of Absence Request D Purpose The General Student Form SGASTDN is used to maintain current and historical information abo
119. s based on the mass entry form name the ID of the user who initiated the updates the date and time the records were saved for batch update and the batch process ID Only records with no completion date are considered for update Output is listed in alphabetical order and can show summary detail or totals information The report can be run in Audit or Update mode Audit Mode permits the user to run the batch process as a trial and the update results and associated messages are not shown on the report output When run in Update mode updates are made to the parent forms of the mass entry forms and the audit table is updated with the ID of the user who ran the report the date completed the results and the setting of the Process Indicator on the Audit form Banner form Process SOaMEDP Process Mers Entry Printer Control Printer DATADASE hd Special Print Parameter Values Number Parameters ka eo Form Name 7 ladd User 10 o3 ladda Date Frem os Add Data To on patch Process 10 foe nepert Ophan 0 nun Mode E Oa Submission Save Parameter Set os Name Description SunGard 2004 2008 Page 149 Parameter Set Lines s5 Submit Time Values ba IGAMSTU SYETESTI4MSTU000033 o u Hold submit Banner General Student Steps Use the following steps to execute the selected Batch process report 1 2 3 10 I1 12 13 14 15 Access the Batch Updat
120. s to the Legislation in this procedure refer to the Notice of Proposed Rule Making that was published in the July 10 1992 Federal Register It is recommended that you read either this information or the Chapter 12 General Student Dear Colleague Letter from the US Department of Education dated August 21 1991 before this processing is implemented SunGard 2004 2008 Banner General Student Page 122 Sports that require reporting If your institution awards athletically related financial aid your institution is required to report the graduation rates of certain groups of student athletes in addition to the required institution wide graduation rate The sports in which the graduation rates of student athletes must be tracked are e basketball e baseball e football e cross country track e all other sports combined Purpose The Student Right To Know Report SGRKNOW is used to produce data that will assist your institution in calculating graduation and completion rates by cohort and optionally by sport codes If sport reporting is used those students who receive athletically based financial aid may be specifically selected to be processed by sport SunGard 2004 2008 Banner General Student Page 123 Banner form Process sGRKNOw gt Student Right To Know Report Parameter Set Printer Control Printer 7 Special Print Lines 60 Submit Time Parameter Values
121. service code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the disability service code record cannot be deleted 3 Enter a description of the disability service in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 66 Sport Status Validation B Purpose Use the Sport Status Code Validation Form STVSPST to create update insert and delete sport status codes used in the General Student module The Student Sport Form SGASPRT uses this form to validate the sport status codes You may only create or update these codes from this form Banner form a Sport Status Code Validation STVSPST 8 0 BANS_WIN Active Code Description Indicator Activity Date Sees o O E Jo ft DE o2 Steps Follow these steps to create a sport status code 1 Access the Sport Status Code Validation Form STVSPST 2 Enter a two character code in the Code field 3 Enter a description of the code in the Description field 4 Check the Active I ndicator if the code indicates an active status 5 Click the Save icon 6 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 67 Service Code Validation Purpose Use the Service Code Validation Form STVSSER to create update insert and delete service codes such as
122. t Up e Day to day Operations Course objectives In this course you will learn how to e create and modify current information for students e change a student s major e change a student s residency e change a student type e enter information on career choice e add advisors e add activities e add veteran information e enter student classifications e enter cooperative information e enter Student Right to Know information SunGard 2004 2008 Banner Student General Student Training Workbook Page 5 Intended audience Personnel responsible for creating and modifying current student information Prerequisites To complete this course you should have e completed the Education Practices computer based training CBT tutorial Banner 8 Fundamentals or have equivalent experience navigating in the Banner system e completed the Curriculum Advising and Program Plan training workbook e completed the General Person training workbook e administrative rights to create the rules and set the validation codes in Banner To complete the exercises in the Day to Day Section of this workbook you will also need to ensure that the rules and validation codes in Banner needed for the General Student module and the Curriculum Advising and Program Plan CAPP module have been set up for you SunGard 2004 2008 Banner Student General Student Training Workbook Page 6 Process Introduction B About the process An active General Studen
123. t gen 002 Fee Assessment Rate Bal Session TEA Conference amp Seminar Class FR Freshman Block ELET21 7 ELET Year 2 Semester 1 Full or Part Time Full Time PartTime None Citizenship k Citizen v Curricula Summary Primary Student Type Rate Priority Term Program Catalog Level Campus College Degree 1 200610 Bachelor of Arts DI 200610 Undergraduate UG College of Arts amp Scien Bachelor of Arts g End Outcome Key 2 Admission Type Admission 200610 Matriculation 200610 v Field of Study Summary s Priority Term Type Field of Study Department Attached to Major E 1 200610 Major Art Mixed Medium Art 2 200610 Minor Architecture 4 3 200610 Concentration Attached to Major Conc 02 Art Mixed Medium SunGard 2004 2008 Banner Student General Student Training Workbook Page 98 Steps Follow these steps to complete the process of changing a major and adding a minor for the student created in the previous exercises Note It is important to ensure that the major a student is being changed to is valid for the Program that the student is in Appropriate combinations of major to program are established on the Curriculum Rules form SOACURR I 2 8 a Access the General Student Form SGASTDN Enter the ID of the student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student Select the term where the change will take pla
124. t record is required before a student is able to register for classes and be assessed tuition and fees Banner will review the student characteristics during registration to ensure that the student is eligible to register and to ensure that the student register s into the correct courses Flow diagram This diagram highlights where the General Student Module process occurs within the overall Student process Vo i are here RAR RAF Applies to Accepts and Recruit student college sets up students Accepts offer of admission university information Assigns maintains ih Student Registers for CAPP used to oaan course catalog Applicant classes advise student g and schedule on classes Ar Bursar Recruiting Admissions QO 9 11 nase N s j _ aa M Fa Registrar AR Asal d Attends classes RR Resid ssigns an i Lie S sinoti fees eae history for the SAPT used tor student graduation SunGard 2004 2008 Banner Student General Student Training Workbook Page 7 About the process e Validation forms are set up on the Banner system Unless a new code is required this step is only performed once e Rule forms are set up for specific terms and can be either copied as is to a new term or changed for subsequent terms e The person employee may view save and print online output e Parameters validation criteria are defined for generating the General Student J ob Submission processes and reports SunG
125. to Know Report SGRKNOW Warning All Banner systems share this validation form You should coordinate with other Banner system users at your institution when deciding what codes are used on this form SunGard 2004 2008 Banner Student General Student Training Workbook Page 13 Banner form va Student Activity Code Validation STVACTC Code Description lt 5 Category Activity Date v 25 3uN 2004 24 3AN 1992 03 JUN 1990 24 Jan 1992 03 Jun 1990 _ 22 20N 1992 _ 22 Jan 1992 10 Jan 2002 07 Apr 2004 UNGRD 24 JAN 1992 UNGRD 24 Jan 1992 UNGRD 24 3AN 1992 UNGRD 24 JAN 1992 UNGRD 24 JAN 1992 UNGRD 24 3AN 1992 _ UNGRD 24 JAN 1992 UNGRD 24 Jan 1992 _ 24 Jan 1992 24 zan 1992 iF Feld Hockey Music Festival Volunteers Alumni Board Member Past Presidents Council Friends of the Library Friends of the Museum Gallery Patrons Committee Board of Visitors Fraternity Sorority Football Team 00 SPRTS Basketball Team Baseball Team Swim Team Tennis Team 7 Golf Team ore SSS Gymnastics Team Student Newspaper np olE o s CIVIC oO t iii CORP R y o TH ao P EEL le TUUT H H m 4 N F aa TA iii an TT m o o UNGRD UNGRD i Oo f wa olalu aa fs vjfojojo od D ajajajaja wolalalala N H o Step
126. tudent Disability Services SGADISA 8 0 BANS ee rre rrer rererere rererere rrer 1p 601000070 7 Davis Mac Term 199901 7 Student Disabilities Disability Code Description Medical Code Service Code Primary Activity Date hd 7 P D m Mobility Impaired o 08 Apr 2008 E E m os aPR 2008 U O i l z 0O L Co l O o Ie 0 O Co J DO D Co O O Co J DO UO 0 ee O o Disability Services Service Status Provided Provider Exemption Service Service vai T ral ral jal Si a ie Campus Contacts a End Date E CJA DODU DODU LOJ LOJ DOU LEJ L i a Te U DOD OCJ fb W LOJ OU ww COo UOU 3 OJ OUJ DOU OJ OUIS DO O J lL re UODO OJ OJ DOU OJ EC DOU LH fC mHeeoeeebaeeaie SunGard 2004 2008 Banner General Student Page 126 Steps Follow these steps to enter disability information ie 10 T1 Access the Student Disability Services Form SGADISA Enter the student s ID in the ID field Enter the current or appropriate term in the Term field Perform a Next Block function Enter the disability code associated with the Student s disability in the Disability Code field Note The code comes from the Disability Type Code Validation Form STVDISA and the description will default into the Description field Enter the appropriate medical code in the Medical Code field Note This code comes from the Medical Code Validation Form STVMEDI Enter the service code in the Service Code f
127. ult in based on the rules that have been created Click either the Enter Address checkbox or the Enter Biographical checkbox if you want to go directly to those tabs to enter that information Result The appropriate tab opens Complete steps 12 through 20 to enter address information Click the Enter Address checkbox and enter a date in the From Date field if desired Select an address type in the Address Type field Enter a street address in the Street Line 1 field Enter a city in the City field Enter a state or province code in the State or Province field Enter a zip or postal code in the Zip or Postal Code field Select a telephone type in the Telephone Type field Enter a telephone number in the Telephone field Complete steps 20 through 30 to enter biographical information Click the Enter Biographical checkbox and select either the Male or Female Gender radio button as appropriate Enter a date in DD MMM YYYY two digit day three character month four digit year format in the Birth Date field Enter the appropriate number in the SSN SI N TIN field Select a citizenship code in the Citizenship field Note Your institution may not request this information If it does not the field can be left blank Enter the marital status in the Marital Status field Enter the religion in the Religion field if known Enter the legacy information in the Legacy field if known Select an ethnicity code in the New Ethnicity field
128. umber Admission Type Application Status Admission Decision J Student Type jp 7 New Freshman Student Status las Active Residence R In state Resident Full or Part Time FullTime PartTime None Rate Education Goal lao Obtain Bachelor s Degree Education Level Create Recruit Record Primary Source z Curriculum Record f of h AE Term 199901 7 Fall 1998 01 Program 0 A College o1 Jcollege of Arts amp Sciences Catalog Term 199901 v Fall 1998 01 Level lus 7 Undergraduate Degree BA Bachelor of Arts Priority i Campus fr Field of Study Type maior s L J Field of Study acet Accounting Department O Priority 1 Status INPROGRESS Bd Attached to Major 0 4 SunGard 2004 2008 Banner Student General Student Training Workbook Page 93 Steps Follow these steps to create a General Student record using the Quick Entry Form 1 Access the Quick Entry Form SAAQUIK 2 Select Generate ID in the Options menu or enter GEWERATED in the ID field and press Enter to open the Current Identification window Result The Common Matching Entry window opens Be or roe rr rr e e E X view Comments ID GENERATED J amp CT_LORI Data Entry Last Name Non Person Name First Name SSN
129. ut a student The Miscellaneous Student Information window on the General Student Form SGASTDN is used to enter miscellaneous information for the student such as practical training and leave information Banner form Confidential ID 817111111 m Flath Hannah j Student Summary e Term 200610 7 O View Current Active Curricula Learner Curricula _ a Activities Veteran Comments Academic and Graduation Status Dual Degree Miscellaneous Information Orientation Session E Jsummer Sessions Employee and Training Code br Job Training Pgm Participant Career Plan ce Computer Programmer Vocational Education ve 7 Vocational Education Program Practical Training ce 7 Cooperative Education Progra Transfer Center ur 7 No formal transfer center usec Education Level cmp Ccompleted Master s Degree Educational Goal a gt 7 Obtain Bachelor s Degree Income Range E2 Basic Skills m 7 Developmental Language Mat Employment Expectation fo Working 10 hours a week V Graduate Credit Approved Apprenticeship Code Re Registered with Dept of Inds Leave of Absence B 7 Maternity From Date 21 APR 2004 To Date 29 aPR 2004 SunGard 2004 2008 Banner Student General Student Training Workbook Page 101 Steps Follow these steps to process a leave of absence request 1 Access the General Student Form SGASTDN 2 Enter the ID of your student in the ID field Note If you
130. ve Term em 7 Fal 1996 Attribute 7 Student Status Cohort id Student Type C Copy previous term attributes and cohorts Fee Assessment Rate 7 Block Ba Education Level hd Education Goal 7 Expected Graduation Date 12 may z001 Graduation Term 200120 7 Spring 2001 Graduation Year 2001 2000 2001 Mail Submission Letter Code 7 Initiated Date Print Date Initials kd Wait Days Note These updates will be applied to the General Student record SGASTDN 6 After filling in the updated values you may optionally update the Communication Plan for all of the selected student records by filling in the Mail Submission section of the form This is not a separate Block but is accessed by pressing Tab to move to the next form field 7 Press Next Block or click on the Results tab to move to the Results Tab All records that satisfy the requirements specified in the Search Tab and that have an existing General Student record SGASTDN are listed You can review the selected records on this Tab and select All None or some subset of these records for processing Note Records may be manually entered on this tab and selected for update They will be updated if they have an existing General Student record SGASTDN SunGard 2004 2008 Banner General Student Page 142 a General Student Mass Entry S 8 0 UDCSysT
131. vice Provider Validation Form STVSPRV 2 Enter up to six characters for the service provider code in the Code field Note Once a service provider code record has been saved the code entered in this field cannot be changed Once this code has been used in any other record the service provider code record cannot be deleted 3 Enter a description of the service provider in the Description field 4 Click the Save icon 5 Click the Exit icon SunGard 2004 2008 Banner Student General Student Training Workbook Page 65 Disability Service Code Validation a Purpose Use the Disability Service Code Validation Form STVSPSR to create update insert and delete disability service codes such as County Paratransit Service Hearing Aid Required Disabled Student Services and so on The Medical Information Form GOAMEDI uses this form to validate the disability service codes You can create and update these codes only from this form Banner form a Disability Service Code Validation STVSPSR 8 0 BANS_WIN A o a Description Activity Date Department of Rehabilitation 07 NOV 1991 Disabled Student Services 04 SEP 1991 Hearing aid required 16 AUG 1991 I R S i Steps Follow these steps to create a disability service code 1 Access the Disability Service Code Validation Form STVSPSR 2 Enter a two character code of the disability service in the Code field Note Once a disability

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