Banner Training Resources

Before you can access the Banner website you will need to be connected to Mt. SAC's campus network.

• There are three ways to connect to the campus network
  • Through a workstation computer located on campus
  • Through the campus WiFi
  • Through a campus issued VPN
• Once your connected to the campus network navigate to the Banner website at https://banner.mtsac.edu
• There are various Banner environments available
  • Production (PROD): The live environment currently what the campus operates off of
  • Testing (TEST): A copy of the live environment used to learn and try things in Banner without effecting campus operations
  • Pre Production PPRD): An environment used by developers to test Banner modules
  • Banner Testing UPGR): An environment used by developers to test Banner upgrades
• Select the appropriate environment
• You will need to login using your Single Sign On credentials

• Once your logged in, the Welcome Screen also known as the Application Navigator will be displayed
• The left sidebar contains a number of icons that will help navigate you through Banners various pages and forms (from top to bottom)
  • Menu Icon: Toggles sidebar and main menu
  • Home Icon: Takes you back to the Welcome Screen from wherever you are in Banner
  • Logout Icon: Logs you out of Banner

• There are numerous ways to open Banner pages and forms
  • From the main search field in the middle of the screen
    • Start typing the name or description of the page to populate the drop down list. Select the page from the drop-down
  • From the global search from the left side bar
    • Click the Magnifying Glass icon and start typing the name or description of the page in the field and select it from the drop-down results
  • From the applications list from the left side bar
    • Click the Applications icon to open a series of page categories. Navigate through the categories until you find the page you would like to open
  • From the recently opened list
    • Click the Folder icon from the left side bar to open an list of recently opened pages

• The page header is located at the top of the page
  • Contains the page name as well as the Add and Retrieve buttons that are used for Banner document management
  • It also contains the Related and Tools button
    • The Tools button will show additional options available for that page
  • Clicking the "X" in the top left of the header will close the page
• The first block displayed on most pages will be the "Key Block"
  • The contents of the Key Block determine what information is entered by the user or what is displayed on the rest of the page
  • The Key Block is the only area that contains the "Go" button
• To access additional sections, populate the Key Block data and click "Go"
  • Each Banner page will contain sections or blocks of additional data for the Key information
  • You can expand or collapse sections by clicking the "^" icon located in the top left of the section
  • The section header contains the Insert, Delete, Copy, and Filter buttons which may or may not be available depending on the section
  • You can navigate between sections by using the down or up arrows located on the bottom right of the screen. You can also directly click the section title
• The "Save" button will always be located in the bottom right corner
• If you want to look at another record click the "Start Over" button in the top right corner to bring you back to the Key Block
• To learn more about the current page click the "?" icon from the left side bar and select "Page Help"
  • This will bring up support articles related to that page

Note: Do not use the web browsers Back and Forward buttons to navigate around Banner

• To view a list of keyboard shortcuts to improve your Banner workflow click the "?" icon from the left side bar and select "Application Navigator Keyboard Shortcuts"
• To bookmark specific pages navigate back to the Welcome Screen
• Search for your desired page from the Main Menu Search Bar
• Click the Star icon from the drop down results to add the page to your favorites folder
  • You can access your favorites folder by clicking the Star icon from the left side bar

• Log into Banner and open the GOAMTCH form
• GOAMTCH is used to create new users in Banner and performs duplicate checks to help prevent creation of duplicate users
• The ID field should always contain the word "GENERATED" you can click the "+" next to the field to add it
• Select the matching rules appropriate  for the work you are doing
  • Matching rules use different criteria depending on the rule to determine if the new user's information matches existing users
• Click "Go" to continue to the form

In general the more information on the user you enter into the form, the more accurate the Duplicate Check will be. Duplicate Check is not 100% accurate, you must use critical thinking along with the results from Duplicate Check to determine if a user already exists in Banner.

• Enter the users information into the form and click "Duplicate Check"
• If no matches are found a message will appear in the top-right corner indicating No matches were found
• Click "Yes" to create the new user
• A new ID will be generated and the record will be added to Banner

When faced with multiple matches, the best course of action is to gather more information on the new user and try the Duplicate Check process again.

• Enter the users information into the form and click "Duplicate Check"
• There are multiple potential matches
  • You can sometimes determine with high accuracy if the results are true matches by looking at the matched data
  • In this instance the Name, Address, and Personal E-mail are all unique to the matched results and is safe to assume this is a new user
• Click the "Create New" button
• A new ID will be generated and the record will be added to Banner

• Enter the users information into the form and click "Duplicate Check"
• The potential match has the same information as the new user aside from the first name
• This is most likely the same person and a new ID should NOT be created
• You can click "Select ID" to copy the potential match's ID in Banner and have it prefill the ID field if you open another page like SPAIDEN
  • You can use SPAIDEN to furtherr investigate the matched user to determine if this user is the same person as the new user

Fixing a user that was created with incorrect ID number. It's always better to have a single user with an incorrect ID than multiple IDs with the same user information.

• If anything other than "GENERATED" is entered in the ID field, an incorrect ID will be associated with that new user
• If an incorrect ID exists, open the SPAIDEN page and search the user by the incorrect ID
• In the Current Identification tab select the ID field and type "GENERATED" and click "Save"
  • The user will now have a new properly generated ID number and the old incorrect ID will be found under the Alternate Identification tab
  • The user can still be searched by the incorrect ID

If you are aware of a user that has multiple existing IDs in Banner please contact the Help Desk at (909) 274-4357 (HELP) or through the Help Desk Self-Service Portal. We can assist in merging those two IDs together.