Difference between revisions of "Banner Self Service for Faculty"

Revision as of 15:52, 4 May 2023

for faculty and staff

Figure 1

Figure 2

Figure 3

Figure 4

Figure 5

Figure 6

Figure 7

Figure 8

Getting Started

Faculty: go to my.evergreen.edu and log in
Select Faculty Class Information (See Figure 1)
Select Class Lists and Waitlists
You may choose the term you want to work with, or select the course from the list of All Terms (See Figure 2)
To see your Class List for the selected class, click on the white space near the Course Title. (See Figure 3)
To see a brief summary of that course in the Course Detail card, click on the Course Title.

CRN Listing

(See Figure) Use this page to view summary information for your course or program including:

Provides summary of all CRNs (Course Reference Numbers) associated with faculty
Course Information
Enrollment counts

Course Detail Card

(See Figure 4) Use this page to view summary information for your course or program including:

Course Information
Attributes and Restrictions
Course-Specific Fees

Class List

The most up to date list of enrollment
Provides an enrollment overview with enrollment, cross list, and wait list totals (See Figure 5)
Class List Tab provides the following information about each registered student:
- Name
- Student ID
- Class Standing
- Number of credits in course
- Registration Status- information on how the student was registered
- Degrees pursued
- Admission term
- Evergreen email address
Wait List Tab provides the following information about each wait listed student:
- Name
- Student ID
- Class Standing
- Wait list position
- Degrees pursued
- Evergreen email address

Emailing Students

From the Class List page you can send e-mail to an individual student and (at the very bottom) to the whole class.

Navigate to Class List in Banner Self-Service
Select the entire list by click the check box by Student Name
- To select only part of your class list, click the check mark by the names you want to include
At the top right of list, click the Blue Envelope
This will open a new tab in your web browser where you will be logged in to your Evergreen email, and populate the bcc field with all of the students' preferred email addresses.

Registration Approvals/Overrides

Choose Registration Overrides from the Faculty Self-Service Dashboard
Choose the term
If you have the student's A#, enter it in the Student or Advisee ID field
If you need to search for a student instead, use the Last Name and First Name fields- make sure the Search Type is set to Both! (See Figure 6)
Hit Submit to search
Click on the student's name
On this page, you will be able to see all approvals given to the student for the term selected, as well as details about what they are currently registered for
Select Faculty Signature Override from the Override drop down menu (See Figure)
Select the course you are giving approval for in the Course drop down menu (See Figure 7)
To give a student multiple approvals at the same time, click the Add Override button and follow steps 8-9 again
Hit Submit.
- You will see a message in the top right corner of your screen, telling you if the approval was saved or there was a problem.
To change to a new student, select Back to ID Selection directly under the Submit button

@@ Line 13: / Line 13: @@
 #Faculty: go to [https://my.evergreen.edu my.evergreen.edu] and log in
 #Select '''Faculty Class Information''' (See [[:Image:Banner faculty information.png|Figure 1]])
-#Choose the term you want to work with (See [[:Image:Banner select term.png|Figure 2]])
+#Select Class Lists and Waitlists
-#Select CRN for class from drop down list (See [[:Image:Banner select crn.png|Figure 3]])
+#You may choose the term you want to work with, or select the course from the list of All Terms (See [[:Image:Banner select term.png|Figure 2]])
+#To see your Class List for the selected class, click on the white space near the Course Title. (See [[:Image:Banner select crn.png|Figure 3]])
+#To see a brief summary of that course in the Course Detail card, click on the Course Title.
-===Summary Class List===
+=== CRN Listing ===
-(See [[:Image:Banner summary classlist.png|Figure 4]]) Use this page to view summary information for your course or program including:
+(See Figure) Use this page to view summary information for your course or program including:
+*Provides summary of all CRNs (Course Reference Numbers) associated with faculty
 *Course Information
 *Enrollment counts
-*Summary listing of all enrolled students
-===Faculty Detail Schedule===
+===Course Detail Card===
-* Provides summary of all CRNs associated with faculty (See [[:Image:Banner Faculty Detail Schedule.png|Figure 5]])
+(See [[:Image:Banner summary classlist.png|Figure 4]]) Use this page to view summary information for your course or program including:
-* # of enrolled students
+*Course Information
-* # of wait listed students
+*Attributes and Restrictions
+*Course-Specific Fees
+===Class List===
+* The most up to date list of enrollment
+* Provides an enrollment overview with enrollment, cross list, and wait list totals (See [[:Image:Banner Faculty Detail Schedule.png|Figure 5]])
+* Class List Tab provides the following information about each registered student:
+** Name
+** Student ID
+** Class Standing
+** Number of credits in course
+** Registration Status- information on how the student was registered
+** Degrees pursued
+** Admission term
+** Evergreen email address
+* Wait List Tab provides the following information about each wait listed student:
+** Name
+** Student ID
+** Class Standing
+** Wait list position
+** Degrees pursued
+** Evergreen email address
 ===Emailing Students===
-From the '''Summary Class List''' page you can send e-mail to an individual student and (at the very bottom) to the whole class.
+From the '''Class List''' page you can send e-mail to an individual student and (at the very bottom) to the whole class.
-#Navigate to '''Summary Class List'''
+#Navigate to '''Class List''' in Banner Self-Service
-#At the bottom of list, click '''Email class'''
+#Select the entire list by click the check box by '''Student Name'''
-#This will launch your local email application, such as Outlook or Mail for Mac, and populate the bcc field with all of the students' '''preferred''' email addresses.
+#*To select only part of your class list, click the check mark by the names you want to include
-#If you do not have a local client, see below for a workaround.
+#At the top right of list, click the '''Blue Envelope'''
+#This will open a new tab in your web browser where you will be logged in to your Evergreen email, and populate the bcc field with all of the students' '''preferred''' email addresses.
-'''Known problems:'''
+===Registration Approvals/Overrides===
-*'''Mac users''': the listing uses semi-colons between email addresses and will NOT work in Mac Mail. Copy and paste the listing of email addresses (with the semicolons) into Outlook Webmail and send from there.
+#Choose '''Registration Overrides''' from the Faculty Self-Service Dashboard
-*'''No local email client''': Only access email from a browser, then the above will not work. From the summary class list page, don't click on the link that says "Email class" at the bottom left, but simply hover your mouse over the link and hit Control/C (copy).  You can then go to your email, compose a message and in the "To" field, click Control/V (paste).  This will paste in the link text which is all of the email addresses that are part of this link, with some extra HTML code that you have to then get rid of.
+#Choose the term
-:
+#If you have the student's A#, enter it in the Student or Advisee ID field
-:Copied and pasted the link contents into my "To" field in my browser:
+#If you need to search for a student instead, use the Last Name and First Name fields- make sure the Search Type is set to '''Both'''! (See [[:Image:Banner ID Selection2.png|Figure 6]])
-:
+#Hit '''Submit''' to search
-:<nowiki><a href="mailto:?Bcc=notone44@evergreen.edu;fakers99@evergreen.edu">Email class</a></nowiki>
+#Click on the student's name
-:
+#On this page, you will be able to see all approvals given to the student for the term selected, as well as details about what they are currently registered for
-:And this striked text below is what you would get rid of, leaving the email addresses only separated by semicolons:
+#Select '''Faculty Signature Override''' from the Override drop down menu (See Figure)
-:
+#Select the course you are giving approval for in the Course drop down menu (See [[:Image:Banner registration overrides.png|Figure 7]])
-:<span style="color: red; text-decoration: line-through;"><nowiki><a href="mailto:?Bcc=</nowiki></span>notone44@evergreen.edu;fakers99@evergreen.edu<span style="color: red; text-decoration: line-through;">">Email class</span>
+#To give a student multiple approvals at the same time, click the Add Override button and follow steps 8-9 again
-:
+#Hit '''Submit'''.
-:
+#*You will see a message in the top right corner of your screen, telling you if the approval was saved or there was a problem.
-===Registration Permits/Overrides===
+#To change to a new student, select '''Back to ID Selection''' directly under the Submit button [[category:my.evergreen.edu]]
-#Choose '''Registration Overrides''' from the Faculty Services tab
-#The A# of students is "sticky" and will automatically display the last student selected
-#To change to a new student, select '''ID Selection''' from the links at the bottom of the page
-#Enter the A# of the student for whom you'd like to set an override (See [[:Image:Banner ID Selection2.png|Figure 6]])
-#Select the type of override: campus, class, signature
-#Choose the CRN (See [[:Image:Banner registration overrides.png|Figure 7]])
-===Custom Class List===
-The Custom Class List and Custom Class Waitlist items on your Banner web menu produce tables with the information from the registration database in the order you select. You can select, copy and paste your tables of names and/or emails into Word or Excel to get started making class lists, etc. (See [[:Image:Banner Custom Class list.png|Figure 8]])
-Note for Excel users: If you know a little about Excel you can use a word processor to replace some commas or spaces in what you get from Banner with tabs, then import that tabbed file into Excel and use a formula to get the last names in front of the first names, etc....
-Banner also lets you check the current state of your program budget.
-[[category:my.evergreen.edu]]
-'''Known Problems:'''
-# You must have a student's "A" number to enter an override yourself. (It looks as if you can also do a search by name, but at this point the name search is limited to students who are already registered in your program.)
 [[Category:Faculty]]
 [[Category:Administrative]]