Creating a Personal Menu Banner ADMIN For use

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Creating a Personal Menu Banner ADMIN For use by personnel who have administrative access

Creating a Personal Menu Banner ADMIN For use by personnel who have administrative access to Banner Truman State University June 2005 in

What can be included? Banner ADMIN menu items that are most important in your

What can be included? Banner ADMIN menu items that are most important in your daily work: n Forms n Menus n Reports n Quickflows Truman State University June 2005

Forms used in creating a personal menu n n Select your personal menu items

Forms used in creating a personal menu n n Select your personal menu items on GUAPMNU Set your preferences on GUAUPRF Truman State University June 2005

Personal Menu Maintenance Form n n Using Direct Access or “Go”, go to GUAPMNU

Personal Menu Maintenance Form n n Using Direct Access or “Go”, go to GUAPMNU Use one of two ways to create your person menu: n n Option 1: enter the object’s 7 -character name in GUAPMNU Option 2: use the object list in GUAPMNU Truman State University June 2005

Option 1: using the object’s -character name in GUAPMNU n n n 7 Place

Option 1: using the object’s -character name in GUAPMNU n n n 7 Place the cursor in a blank Name field in the right pane Enter the object’s 7 -character name Press Enter--the object description will appear in the right pane--you can customize the object description by deleting it and typing a description of your choice Save your changes by clicking the Save button or by pressing F 10 See sample, next slide Truman State University June 2005

Using the 7 -character name Enter 7 -character name Truman State University June 2005

Using the 7 -character name Enter 7 -character name Truman State University June 2005

Changing the description n n Edit the menu description by deleting it and typing

Changing the description n n Edit the menu description by deleting it and typing your preferred description See sample, next slide Truman State University June 2005

Sample description name change The Banner name for SSASECT is “Schedule”— note the name

Sample description name change The Banner name for SSASECT is “Schedule”— note the name change to “Semester Classes” Truman State University June 2005

Option 2: using the object list in GUAPMNU n n Using Direct Access or

Option 2: using the object list in GUAPMNU n n Using Direct Access or “Go”, go to GUAPMNU Use the pull-down list above the left pane to select the object type you wish to display (e. g. form, job, menu, quickflow) Place the cursor in the left pane and select the Enter Query function Enter your search criteria, using the wildcard (%) if necessary, then Execute Query Truman State University June 2005

Using the object list (continued) n n n Select an object by clicking on

Using the object list (continued) n n n Select an object by clicking on it once--the text color will change to white Click in the right pane where you want to place the new menu items Click the Insert Selection button (pointing arrow to the right) in the middle of the form--the selected objects are added to the right pane below the place you clicked Customize the descriptions, if desired Save your changes by clicking the save button or by pressing F 10 Truman State University June 2005

Defining your menu preference n n Using Direct Access or “Go”, go to GUAUPRF

Defining your menu preference n n Using Direct Access or “Go”, go to GUAUPRF Click on the Open Menu Options, and enter *PERSONAL in the User Default field Press the tab key Click OK – you will need to log out and back into Banner to see your menu items displayed Truman State University June 2005

GUAUPRF General Users Preference Maintenance Truman State University June 2005

GUAUPRF General Users Preference Maintenance Truman State University June 2005

My Banner menu Truman State University June 2005

My Banner menu Truman State University June 2005

Contact Information n n n Nancy Hoffman Computer Systems Coordinator c/o IT Services 112

Contact Information n n n Nancy Hoffman Computer Systems Coordinator c/o IT Services 112 N Mc. Clain Hall X 4165 E-mail: [email protected] edu Truman State University June 2005