Difference between revisions of "Banner Self Service for Faculty"

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You get a password for the Gateway web registration system (aka Banner) by filling out the web page at:
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__NOTOC__
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{{facstaffonly}}
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[[File:My Navigation.jpg|thumb|200x200px|Figure 1]]
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[[File:FacClassList- Change Term.jpg|thumb|200x200px|Figure 2]]
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[[File:See Class List.jpg|thumb|200x200px|Figure 3]]
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[[File:See Course Detail Card.jpg|thumb|200x200px|Figure 4]]
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[[File:Class List.jpg|thumb|279x279px|Figure 5]]
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[[File:OverridesBoth.jpg|thumb|278x278px|Figure 6]]
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[[File:Select Course.jpg|thumb|281x281px|Figure 7]]
  
http://www.evergreen.edu/gateway/ferpa.shtm
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===Getting Started===
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''For more information, watch the [https://evergreen.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=5493a772-5276-4c57-a922-affe017ef81a Overview and Navigation] video.''
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#Faculty: go to [https://my.evergreen.edu my.evergreen.edu] and log in
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#Select '''Faculty Class Information''' (See [[:File:My Navigation.jpg|Figure 1]])
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#Select '''Class Lists and Waitlists''' from the Faculty Self-Service Dashboard
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#You may choose the term you want to work with, or select the course from the list of All Terms (See [[:File:FacClassList- Change Term.jpg|Figure 2]])
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#To see your Class List for the selected class, click on the white space near the Course Title. (See [[:File:See Class List.jpg|Figure 3]])
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#To see a brief summary of that course in the Course Detail card, click on the Course Title. (See [[:File:See Course Detail Card.jpg|Figure 4]])
  
The registrar sends you an email password the next day. Then you can login to the faculty information section of the Banner system at https://bannerweb.evergreen.edu. There's a introductory flyer for faculty at:
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=== Class Information ===
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''For more information, watch the [https://evergreen.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=4ebfd5f5-8a73-4a35-8fc9-afff0156642d Class Information] video.''
  
http://www.evergreen.edu/gateway/facultyguide.pdf
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Use this page to view summary information for your course or program including:
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*Provides summary of all CRNs (Course Reference Numbers) associated with faculty
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*Course Information
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*Enrollment counts
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===Course Detail Card===
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''For more information, watch the [https://evergreen.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=08333a34-0d3b-408c-a776-affe01845c46 Course Detail Pop-Up] video.''
  
(However, it doesn't tell you that Mac users need Internet Explorer or Netscape 7 if they want to paste informeation from the Custom Class Lists option directly into Excel, since it unfortunately puts pasted tables from Safari and Firefox all into one column.)
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(See [[:File:See Course Detail Card.jpg|Figure 4]]) Use this page to view summary information for your course or program including:
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*The full title
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*Course Overview
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*Attributes and Restrictions
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*Course-Specific Fees
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===Class List and Waitlist===
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''For more information, watch the [https://evergreen.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=43fa0ca7-6a87-4622-92fc-afff015b23a2 Class List and Waitlist] video.''
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* The most up to date list of enrollment
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* Provides an enrollment overview with enrollment, cross list, and wait list totals (See [[:File:Class List.jpg|Figure 5]])
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* Class List Tab provides the following information about each registered student:
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** Name
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** Student ID
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** Class Standing
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** Number of credits in course
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** Registration Status- information on how the student was registered
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** Degrees pursued
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** Admission term
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** Evergreen email address
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* Wait List Tab provides the following information about each wait listed student:
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** Name
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** Student ID
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** Class Standing
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** Wait list position
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** Degrees pursued
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** Evergreen email address
  
Once you login, you have to choose a term and a course number at the top of your menu to start - then you can see various information about the students registered in your class and on your wait list, enter overrides for the registration limits you've set up to do things like allow a sophomore into your Junior/Senior program, etc.
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===Emailing Students===
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''To watch a brief video tutorial, click here:'' [https://evergreen.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=c0ebc73c-d588-4e40-aac8-affe0150d28d Email Class List]
  
There are buttons on these pages to send e-mail to an individual student and (at the very bottom) to the whole class. If you create an e-mail to the whole list with this button, it puts the addresses into the BCC: line to send each student a blind carbon copy, which doesn’t show any other addresses, in case some students have said they want their information kept confidential. You put your own address in the To: line, and then each student will get a copy of the message, but it will not show any other addresses but yours. Unfortunately, that also means students can’t send messages to everybody in a program by hitting Reply All with a message like this. (See below for the other email option – a listserv list.)
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From the '''Class List''' page you can send e-mail to an individual student and to the whole class.  
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#Navigate to '''Class List''' in Banner Self-Service
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#Select the entire list by click the check box by '''Student Name'''
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#*To select only part of your class list, click the check mark by the names you want to include
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#At the top right of list, click the '''Blue Envelope'''
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#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.  
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===Registration Approvals/Overrides===
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''For more information, watch the [https://evergreen.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=b3db07fd-15bb-4a92-b921-afff01662d46 Approvals/Overrides] video.''
  
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 - in particular you can get just student names and/or the email addresses they gave Banner as their preferred email when they registered. (The college also gives each student an @evergreen.edu account, and has been trying to get students to use them, but only about 20% of the students ever look at those.) You can select, copy and paste your tables of names and/or emails into Word or Excel to get started making class lists, etc. (Mac users need Internet Explorer or Netscape 7 if they want to do this directly, since Excel puts pasted tables from Safari and Firefox all into one column.)
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Reminder: Only the program coordinator can give an override for an offering.
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#Choose '''Registration Overrides''' from the Faculty Self-Service Dashboard
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#Choose the term
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#If you have the student's A#, enter it in the Student or Advisee ID field
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#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 [[:File:OverridesBoth.jpg|Figure 6]])
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#Hit '''Submit''' to search
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#Click on the student's name
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#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
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#Select '''Faculty Signature Override''' from the Override drop down menu (See Figure)
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#Select the course you are giving approval for in the Course drop down menu (See [[:File:Select Course.jpg|Figure 7]])
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#To give a student multiple approvals at the same time, click the Add Override button and follow steps 8-9 again
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#Hit '''Submit'''.
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#*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.
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#To change to a new student, select '''Back to ID Selection''' directly under the Submit button              [[category:my.evergreen.edu]]
  
Sidenote for Excel users - (If you know a little about Excel, or email me for more details, 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....)
 
 
If you ask Lorri Moore (moorel@evergreen.edu) to set it up for you, Banner also lets you check the current state of your program budget.
 
 
Problems:
 
 
1. 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 Administrative Tools]]
 
 
[[Category:Faculty]]
 
[[Category:Faculty]]
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[[Category:Administrative]]

Latest revision as of 15:32, 30 May 2023

for faculty and staff
Figure 1
Figure 2
Figure 3
Figure 4
Figure 5
Figure 6
Figure 7

Getting Started

For more information, watch the Overview and Navigation video.

  1. Faculty: go to my.evergreen.edu and log in
  2. Select Faculty Class Information (See Figure 1)
  3. Select Class Lists and Waitlists from the Faculty Self-Service Dashboard
  4. You may choose the term you want to work with, or select the course from the list of All Terms (See Figure 2)
  5. To see your Class List for the selected class, click on the white space near the Course Title. (See Figure 3)
  6. To see a brief summary of that course in the Course Detail card, click on the Course Title. (See Figure 4)

Class Information

For more information, watch the Class Information video.

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

For more information, watch the Course Detail Pop-Up video.

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

  • The full title
  • Course Overview
  • Attributes and Restrictions
  • Course-Specific Fees

Class List and Waitlist

For more information, watch the Class List and Waitlist video.

  • 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

To watch a brief video tutorial, click here: Email Class List

From the Class List page you can send e-mail to an individual student and to the whole class.

  1. Navigate to Class List in Banner Self-Service
  2. 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
  3. At the top right of list, click the Blue Envelope
  4. 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

For more information, watch the Approvals/Overrides video.

Reminder: Only the program coordinator can give an override for an offering.

  1. Choose Registration Overrides from the Faculty Self-Service Dashboard
  2. Choose the term
  3. If you have the student's A#, enter it in the Student or Advisee ID field
  4. 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)
  5. Hit Submit to search
  6. Click on the student's name
  7. 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
  8. Select Faculty Signature Override from the Override drop down menu (See Figure)
  9. Select the course you are giving approval for in the Course drop down menu (See Figure 7)
  10. To give a student multiple approvals at the same time, click the Add Override button and follow steps 8-9 again
  11. 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.
  12. To change to a new student, select Back to ID Selection directly under the Submit button