Banner2000 Version 5.x Basic Navigation

Formsanner2000

A form is an online document where you can enter and look up information in your database. A form visually organizes information so it is easier to enter and read. A Banner2000 form is similar to a paper form, except information is entered once and then used by other forms, reports, and jobs. Forms can include windows, window panes, dialog boxes, and alert boxes.

Form Naming Conventions

The names of all BANNER forms are seven characters and have the following structure:

Position 1 –          identifies the module that owns the form, report, or process

                A              Alumni  
                D              Cash Drawer
                F              Finance
                G              General
                P              Human Resources/Payroll/Personnel
                R              Financial Aid
                S              Student
                T               Accounts Receivable

Position 2 –          identifies the application that owns the form, report, or process based on                             what is in position 1

Position 3 –          identifies the type of form, report, or process generally used throughout 
                            Banner.

A            Application Form             
B            Base Table
I              Inquiry Form
P            Process, Report          
Q            Query Form
R            Rule Table
V            Validation Table       

Position 4-7 – identifies a unique four-character name for the form, report or process.  This is usually very English-like.  Example, an address form may be ADDR, a telephone form may be TELE.

For example,

F

O

A

I

D

E

N

1             2           3           4           5           6           7

Using the structure shown above, FOAIDEN is a Finance (Operations) Application form that has an English-like name of IDEN which stands for Identification.  Likewise,  SPAIDEN is a Student (Person) Application form that has an English-like name of IDEN which stands for Identification.  

Types of Forms

Validation, rule, and control forms are used to make Banner2000 unique to Marshall and to apply our policies and regulations.

Main menu  Use this form to navigate through Banner2000. It provides an overview of the menus, forms, and jobs. 

Application forms   Use these forms to enter, update, and query information. This is the most common type of form.

Validation forms   Use these forms to define the values unique to Marshall that can be entered in specific fields on application forms. These values are used throughout Banner2000. When you look up a code or select the List function, these values appear in the List of Values window.

Rule forms   Use these forms to define the calculations and parameters that impact processing on other forms, reports, and jobs.

Control forms   Use these forms to define the processing rules for application and validation forms at the system level.

Query forms   Use these forms to look up existing information, often returning information to the calling form. You must access these forms from another form. You cannot access them directly from the main menu, with Direct Access, or with Object Search.

Inquiry forms   Use these forms to look up existing information, often returning information to the calling form. You can access these forms from the main menu or from another form.

Examples of Forms

Application Form
Application forms are used to enter, update, and query information.  Each application form has a specific purpose, much like paper forms that are used within an office. An example of an Application form is FOAIDEN:

 

Query Form
Query Forms are used to look up existing information to bring back to a calling form.   An example of a Query form is SOAIDEN (Person Search Form).  On this form, you can enter as much information regarding the person as possible.  Hint:  The more you are able to enter about a person, the more precise the search will be.  For details on how to search, see the section Searching the Database.

Validation Form
Validation forms are used to define values that are used on one or many forms.  STVATYP shows the valid address types used at Marshall throughout the Banner system.