1. Banner 9 Training Materials

View our Banner 9 video tutorial.

List of Keyboard Shortcuts in Application Navigator (PDF)

1.1. Budget/Payroll
1.1.1. myGate Instructions for Employee Job List - NBIJLST

 

Use these instructions to view an employee's position for a given date.

 

myGate Instructions for Employee Job List - NBIJLST 

1.1.2. myGate Instructions for Employee Leave Balances - PEALEAV


Use these instructions to view annual leave balances for a specified employee.

 

myGate Instructions for Employee Leave Balances - PEALEAV   

1.1.3. myGate Instructions for Employee Search Form - POIIDEN


Use these instructions to search for employees in order to obtain their M-Number.

 

myGate Instructions for Employee Search Form - POIIDEN 

1.1.4. myGate Instructions for Person Identification Form - PPAIDEN


Use these instructions to view basic biographic/demographic data (full name, address, telephone, email, and emergency contact) about employees. This becomes especially beneficial when preparing Personnel Action Forms or other similar documents.

 

myGate Instructions for Person Identification Form - PPAIDEN 

1.1.5. myGate Instructions for Position Budget - NBAPBUD

 

Use these instructions to view the status of the budget for a position that has been set up under a specified FOAPAL.

 

myGate Instructions for Position Budget - NBAPBUD 

1.1.6. myGate Instructions for Position List by Organization - NBIPORG


Use these instructions to view a list of the positions that have been set up for a specified organization.

 

myGate Instructions for Position List by Organization - NBIPORG 

1.2. Finance/Procurement
1.2.1. Finance Step By Step Instructions


Click to see the Finance Step By Step Instructions

 

1.2.2. Navigating Banner 9 Quick Reference Guide


Use the Quick Reference Guide to navigate through Banner 9.

 

Navigating Banner 9 Quick Reference Guide 

1.2.3. Purchase Requisitions
1.2.3.1. Accessing Requisition That Is In Process
Click here for instructions on how to access a requisition that has been placed in process.
1.2.3.2. Adding Item Text In Purchase Requisition
 Click here for instructions on how to add item text in a purchase requisition.
1.2.3.3. Cancelling Approved Purchase Requisition
Click here for instructions on how to cancel an approved purchase requisition.
1.2.3.4. Creating Purchase Requisition
Click here to download instructions for creating a purchase requisition.
1.2.3.5. Creating Purchase Requisition Using The Copy Function
Click here to download instructions for creating a purchase requisition using the Copy function.
1.2.3.6. Denying (Disapproving) Complete Purchase Requisition
Click here to download instructions on how to deny (disapprove) a complete purchase requisition.
1.2.3.7. Modifying Completed Purchase Requisition

Click here to download instructions on how to modify a purchase requisition that has been completed, but not yet approved.

 

1.2.3.8. Placing Purchase Requisition In Process

There may be times when you want to suspend a requisition temporarily and access it later for completion or other action. 

Click here to download instructions on how to place a purchase requisition in process for use at a later time. 

 

1.2.3.9. Removing Incomplete Requisition

Removing an incomplete or suspended requisition makes the requisition unavailable for any further action. "In Process" or suspended requisitions have not been completed nor approved.

Click here to download instructions on how to remove an incomplete purchase requisition.

 

1.2.4. Transitioning From Banner 8 to Banner 9
Click to view a Powerpoint presentation on Transitioning From Banner 8 to Banner 9.
1.3. Registrar's Office
1.3.1. How to Search for a Student

Use these instructions to learn how to navigate through Banner 9 forms.

How to Search for a Person (PDF)

1.3.2. Admissions Forms
1.3.2.1. SAAADMS - Admissions Application

Use these instructions to learn how to navigate through Banner 9 forms.

SAAADMS - Admissions Application (PDF) 

1.3.2.2. SAADCRV - Admissions Decision

Use these instructions to learn how to navigate through Banner 9 forms.

SAADCRV - Admissions Decision (PDF) 

1.3.2.3. SAASUMI or SRASUMI - Admissions Application Summary

Use these instructions to learn how to navigate through Banner 9 forms.

SAASUMI or SRASUMI - Admissions Application Summary (PDF) 

1.3.2.4. SOAHSCH - High School Information

Use these instructions to learn how to navigate through Banner 9 forms.

SOAHSCH - High School Information (PDF) 

1.3.2.5. SOAPCOL - Prior College

Use these instructions to learn how to navigate through Banner 9 forms.

SOAPCOL - Prior College (PDF) 

1.3.2.6. SOATEST - Test Score Information

Use these instructions to learn how to navigate through Banner 9 forms.

SOATEST - Test Score Information (PDF) 

1.3.3. Course Catalog Forms
1.3.3.1. SCACRSE - Course Catalog Information

Use these instructions to learn how to navigate through Banner 9 forms.

SCACRSE - Course Catalog Information (PDF) 

1.3.3.2. SCADETL or SSADETL - Course Detail Information

Use these instructions to learn how to navigate through Banner 9 forms.

SCADETL or SSADETL - Course Detail Information (PDF)  

1.3.3.3. SSASECT - Schedule

Use these instructions to learn how to navigate through Banner 9 forms.

SSASECT - Schedule (PDF) 

1.3.4. Faculty Forms
1.3.4.1. SIAASGN - Faculty Assignment

Use these instructions to learn how to navigate through Banner 9 forms.

SIAASGN - Faculty Assignment (PDF) 

1.3.4.2. SIAASGQ - Faculty Schedule Query

Use these instructions to learn how to navigate through Banner 9 forms.

SIAASGQ - Faculty Schedule Query (PDF) 

1.3.5. Student Forms
1.3.5.1. SFAALST or SFASLST - Class Roster

Use these instructions to learn how to navigate through Banner 9 forms.

SFAALST or SFASLST - Class Roster (PDF) 

1.3.5.2. SFAREGS or SFAREGQ - Studene Course Registration

Use these instructions to learn how to navigate through Banner 9 forms.

SFAREGS or SFAREGQ - Student Course Registration (PDF) 

1.3.5.3. SFARHST - Student History Summary

Use these instructions to learn how to navigate through Banner 9 forms.

SFARHST - Student History Summary (PDF) 

1.3.5.4. SFASRPO - Registration Override

Use these instructions to learn how to navigate through Banner 9 forms.

SFASRPO - Registration Override (PDF) 

1.3.5.5. SFASTCA - Registration Audit

Use these instructions to learn how to navigate through Banner 9 forms.

SFASTCA - Registration Audit (PDF) 

1.3.5.6. SFRSLST - Process Submission Controls

Use these instructions to learn how to navigate through Banner 9 forms.

SFRSLST - Process Submission Controls (PDF) 

1.3.5.7. SGAADVR - Multiple Advisors

Use these instructions to learn how to navigate through Banner 9 forms.

SGAADVR - Multiple Advisors (PDF) 

1.3.5.8. SGASADD - Additional Student Information

Use these instructions to learn how to navigate through Banner 9 forms.

SGASADD - Additional Student Information (PDF) 

1.3.5.9. SGASTDN - General Student

Use these instructions to learn how to navigate through Banner 9 forms.

SGASTDN - General Student (PDF) 

1.3.5.10. SGASTDQ - General Student Summary

Use these instructions to learn how to navigate through Banner 9 forms.

SGASTDQ - General Student Summary (PDF) 

1.3.5.11. SHACRSE - Course Summary

Use these instructions to learn how to navigate through Banner 9 forms.

SHACRSE - Course Summary (PDF) 

1.3.5.12. SHADGMQ - Degree Summary

Use these instructions to learn how to navigate through Banner 9 forms.

SHADGMQ - Degree Summary (PDF) 

1.3.5.13. SHATCKN - Course Maintenance

Use these instructions to learn how to navigate through Banner 9 forms.

SHATCKN - Course Maintenance (PDF) 

1.3.5.14. SHATERM - Term Sequence Course History

Use these instructions to learn how to navigate through Banner 9 forms.

SHATERM - Term Sequence Course History (PDF) 

1.3.5.15. SHATRNS - Transfer Course Information

Use these instructions to learn how to navigate through Banner 9 forms.

SHATRNS - Transfer Course Information (PDF) 

1.3.5.16. SLARASG - Room Assignment

Use these instructions to learn how to navigate through Banner 9 forms.

SLARASG - Room Assignment (PDF) 

1.3.5.17. SOADDRQ - Address Summary

Use these instructions to learn how to navigate through Banner 9 forms.

SOADDRQ - Address Summary (PDF) 

1.3.5.18. SOAHOLD - Hold Information

Use these instructions to learn how to navigate through Banner 9 forms.

SOAHOLD - Hold Information (PDF) 

1.3.5.19. SPACMNT - Person Comment

Use these instructions to learn how to navigate through Banner 9 forms.

SPACMNT - Person Comment (PDF) 

1.3.5.20. SPAIDEN - General Person Identification

Use these instructions to learn how to navigate through Banner 9 forms.

SPAIDEN - General Person Identification (PDF) 

1.3.5.21. SPAPERS - General Person

Use these instructions to learn how to navigate through Banner 9 forms.

SPAPERS - General Person (PDF) 

1.3.5.22. SPATELE - General Person Telephone

Use these instructions to learn how to navigate through Banner 9 forms.

SPATELE - General Person Telephone (PDF)