TRAIN THE TRAINER BANNER 9SESSION 2

INFORMATION TECHNOLOGY DEPARTMENT

MAY 2ND 2018

GOALS FOR TODAY

• TOOLS MENU

• PRINT FROM LIS/LOG

• BDMS

• PRINT TRANSCRIPTS/RECEIPTS

• MOBILE TABLET

• DISCUSS PROGRESS AND YET TO COME

• ISSUES YOU’VE EXPERIENCED THUS FAR / HOMEWORK RESULTS

TIMELINE

• End user training with train the trainer approach April & May 2018• Schedule weekly training to accommodate you

• Anticipated Go-Live May 29, 2018

• Should we encounter “technical difficulties”, the soft go-live date may have to shift forward. But we are fully dedicated to trying to meet the May deadline.

• May-December 2018 continued improvements to the new environment including report conversion on a new report platform. This will be discussed with our team leads (trainers) more in the coming weeks.

LOGGING IN• https://my.wvsom.edu/facultystaff/applications/banner9testing

• Login with your Network Credentials – Not Your Banner Credentials!

WELCOME TO APPLICATION NAVIGATOR!

FORM NAVIGATION

FORM NAVIGATION

OPTIONS MENU IS NOW THE TOOLS MENU

ADDING DOCUMENT TO BDMS

AUTHENTICATION TO BDMS – CLICK OK

LOGIN HERE WITH BANNER CREDENTIALS!!!!FOR NOW MAKE SURE DATA SOURCE SAYS FINTEST

NOW IN BDMS

PRINTING TRANSCRIPTS (SPECIAL PRINT)

TRANSCRIPT REQUEST

PRESS TO SEE RESULTS

ID SELECTEDHAD TO CLICK THE “1” SO THE WARNING WOULD DISAPPEAR AND THEN CLICK GO BUTTON

TRANSCRIPT REQUESTS LISTED

PRESSED F6 FOR NEW RECORD

FILL OUT FORM AND HIT SAVE BUTTON

TRANSCRIPT REQUEST IS SAVED

HIT “X” IN UPPER LEFT TO BACK OUT OR COULD TRY RELATED FORMS IN UPPER RIGHT TO GO TO SHRTRTC

BACKED OUT WITH X NOW ENTERING NEXT FORM

PROCESS SHRTRTC TO PRINT TRANSCRIPT

COMING IN THE NEAR FUTURE

• CUSTOM FORMS – FWALINK, FWAINVH, SZAGMED AND MORE

• CUSTOM REPORTS – NOW FUNCTIONAL BUT WILL GIVE YOU MORE INFORMATION NEXT WEEK TO TEST

• CUSTOM INTERFACES – COMING SOON

• BDMS – CAN TRY NOW HOWEVER WILL SEE AN IGNORABLE ERROR AND MUST LOGIN WITH BANNER CREDENTIALS

• PRINTING FROM JOB SUB (LIS/LOG) AND EVISIONS – NOW AVAILABLE

• REQUISITION TRAINING IN SSB – SELF SERVICE STILL AVAILABLE IN BANNER 8

HOMEWORK

• I will send each of you an email with an excel sheet to be used to record your testing.

• Also list any questions you have and feel free to ask at anytime or bring to the next meeting. We may want to create a FAQ for Banner 9 for future reference.