Banner Administrative Pages - What user preferences can be customized?

Banner allows users to set their own preferences which will persist from one session to the next, until changed.

Grid/Column Layout

For all pages with a grid or column layout, users are able to resize column widths, as well as reorder columns, and save those settings so they persist from one session to the next. Once a column is resized or moved, the header will turn blue in order to easily identify the changes made by the user. Note: When reordering columns, tab navigation follows the original order and business logic of the page rather than the new column layout saved by the user.

Before

g1

After

g2

To save changes:

  1. Click on the setting button in the accordion bar
    g3 
     
  2. Click Save Column Settings or Save All
    g4

    Note: Selecting Save All will save all user preference updates that were made for that page

To restore original settings:

  1. Click on the setting button in the accordion bar
    g5 

  2. Click Restore Column Settings or Restore All
    g6
    Note: Selecting Restore All will remove all previously saved user preferences for that page


Filter Preferences

Users are able to save filter preferences for a page that will persist from one session to the next. Users can:
  • Save Basic or Advanced filter mode as your default setting
  • Save filter field list and field order
  • Save operator values for the fields selected
  • Save specific data values for the fields selected

To set filter preferences:

  1. Click on the filter button in the accordion bar
    f1

  2. Select between Basic Filter & Advanced Filter & select your preferred filter fields and values.

  3. Click on the Settings button in the accordion bar
    f2 

  4. Select Save Filter Settings or Save All
    f3

    Note: Selecting Save All will save all user preference updates that were made for that page

 To restore original settings:

  1. Click on the setting button in the accordion bar
    f4

  2. Click on Restore Filter Settings or Restore All
    f5 

    Note: Selecting Restore All will remove all previously saved user preferences for that page


Pagination Preferences

Users are able to select and save a preferred number of records to display on each page, and section where applicable, and save that setting which will persist from one session to the next.

To save pagination preferences:
  1. Select the number of records to display:
    p1 

  2. Click on the setting button in the accordion bar:
    p2 

  3. Click on Save Pagination Settings or Save ALL:
    p3 

    Note: Selecting Save All will save all user preference updates that were made for that page

To restore original settings:

  1. Click on the setting button in the accordion bar
    p4 

  2. Click on Restore Pagination Settings or Restore All
    p5 

    Note: Selecting Restore All will remove all previously saved user preferences for that page  


Creating Favorites

Users are able to designate pages as Favorites which will place them in a convenient list within the Banner menu.

To add favorites:
  1. Search for a page on the main Banner Welcome Screen or via the Search option accessible from the Banner menu on the left side of the screen.
  2. Click on the star icon next to the object name.

      From the search option on the Welcome screen:
    c1n
 

      From the search option in the left menu bar:

 c2

  

      Alternatively, you can select favorites by drilling down through the Banner menus on the left side of the screen and clicking on the start icon:
           c3 

To access favorites:

  1. Select the Favorites option in the Banner menu on the left side of the screen
    c4 

     c5

To remove favorites: 

  1. Access the Favorites menu option

  2. Click on the star icon and the page will be removed from your list

 
 

My Links

Users are able to add personal links that will display under the Applications menu of Banner. The first three links are defaulted for all users as the URLs for Chicago, Springfield and Urbana campuses’ websites. 

To add My Links:
  1. Open the GUAUPRF page by typing the page name into the search box or by clicking on My Preferences under the user Profile section on the left menu bar.
  2. Click the My Links tab.
  3. Enter a description for the link in the User Value column for the link you want to create.
  4. Enter the URL of the link in the User Value column for the link you want to create.
  5. Click Save.
      Please note that your changes will not be displayed until you exit & log back in.

      Below is an example of adding Google as your fourth personal link:
   m1 
     Links are displayed in the menu on the left side of the screen under Applications>My Links

    m2 

Personal Settings

Users are able to define the initial page displayed upon login, their search preference, and to configure a sign out confirmation using the Personal Settings option.
 
Access the Personal Settings under the user Profile section of the left menu bar:
     s1

 
  Personal Settings box:

     s2 


From there you can:

  1. Designate whether you would like a sign out confirmation page when clicking on the Logout icon on the left menu bar
    s3

  2. Define an initial page that opens when first logging into Banner by entering the page acronym. Ex: ‘SPAIDEN’, as shown above.

  3. Set your search preference between Search or Direct Navigation
    • Search – Pages matching your entry, based on page acronym or description, will be displayed as a search result as you type in the search box
      s4

    • Direct Navigation Requires that you enter the full page acronym before searching. This disables the searching that’s done as a value starts to be typed in the  search box.
      s5

  4. Choose between search results sorting by page acronym or by description
    • By Acronym
      s6
       
    • By Description
      s7