Difference between revisions of "Banner Self Service for Faculty"

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If you get a password from Andrea Coker-Anderson, the Registrar (cokera@evergreen.edu) you can login to the faculty information section of the Banner system at http://www.evergreen.edu/gateway/. 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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__NOTOC__
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{{facstaffonly}}
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[[Image:Banner faculty information.png|thumb|200px|right|Figure 1]]
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[[Image:Banner select term.png|thumb|200px|right|Figure 2]]
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[[Image:Banner select crn.png|thumb|200px|right|Figure 3]]
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[[Image:Banner summary classlist.png|thumb|200px|right|Figure 4]]
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[[Image:Banner Faculty Detail Schedule.png|thumb|200px|right|Figure 5]]
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[[Image:Banner ID Selection2.png|thumb|200px|right|Figure 6]]
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[[Image:Banner registration overrides.png|thumb|200px|Figure 7]]
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[[Image:Banner Custom Class list.png|thumb|200px|Figure 8]]
  
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. (Your other option, which is more trouble but solves these problems, is [[setting up a listserv list]].)
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===Getting Started===
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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 [[:Image:Banner faculty information.png|Figure 1]])
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#Choose the term you want to work with (See [[:Image:Banner select term.png|Figure 2]])
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#Select CRN for class from drop down list (See [[:Image:Banner select crn.png|Figure 3]])
  
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.
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===Summary Class List===
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(See [[:Image:Banner summary classlist.png|Figure 4]]) Use this page to view summary information for your course or program including:
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*Course Information
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*Enrollment counts
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*Summary listing of all enrolled students  
  
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....)
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===Faculty Detail Schedule===
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* Provides summary of all CRNs associated with faculty (See [[:Image:Banner Faculty Detail Schedule.png|Figure 5]])
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* # of enrolled students
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* # of wait listed students
  
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.
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===Emailing Students===
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From the '''Summary Class List''' page you can send e-mail to an individual student and (at the very bottom) to the whole class.
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#Navigate to '''Summary Class List'''
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#At the bottom of list, click '''Email class'''
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#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.
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#If you do not have a local client, see below for a workaround.
  
Problems:
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'''Known problems:'''
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*'''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.
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*'''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.
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:
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:Copied and pasted the link contents into my "To" field in my browser:
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:
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:<nowiki><a href="mailto:?Bcc=notone44@evergreen.edu;fakers99@evergreen.edu">Email class</a></nowiki>
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:
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:And this striked text below is what you would get rid of, leaving the email addresses only separated by semicolons:
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:
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:<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>
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:
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:
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===Registration Permits/Overrides===
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#Choose '''Registration Overrides''' from the Faculty Services tab
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#The A# of students is "sticky" and will automatically display the last student selected
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#To change to a new student, select '''ID Selection''' from the links at the bottom of the page
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#Enter the A# of the student for whom you'd like to set an override (See [[:Image:Banner ID Selection2.png|Figure 6]])
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#Select the type of override: campus, class, signature
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#Choose the CRN (See [[:Image:Banner registration overrides.png|Figure 7]])
  
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.)
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===Custom Class List===
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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]])
  
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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....
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Banner also lets you check the current state of your program budget.
  
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[[category:my.evergreen.edu]]
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'''Known Problems:'''
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# 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 14:06, 3 September 2019

for faculty and staff
Figure 1
Figure 2
Figure 3
Figure 4
Figure 5
Figure 6
Figure 7
Figure 8

Getting Started

  1. Faculty: go to my.evergreen.edu and log in
  2. Select Faculty Class Information (See Figure 1)
  3. Choose the term you want to work with (See Figure 2)
  4. Select CRN for class from drop down list (See Figure 3)

Summary Class List

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

  • Course Information
  • Enrollment counts
  • Summary listing of all enrolled students

Faculty Detail Schedule

  • Provides summary of all CRNs associated with faculty (See Figure 5)
  • # of enrolled students
  • # of wait listed students

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.

  1. Navigate to Summary Class List
  2. At the bottom of list, click Email class
  3. 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.
  4. If you do not have a local client, see below for a workaround.

Known problems:

  • 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.
  • 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.
Copied and pasted the link contents into my "To" field in my browser:
<a href="mailto:?Bcc=notone44@evergreen.edu;fakers99@evergreen.edu">Email class</a>
And this striked text below is what you would get rid of, leaving the email addresses only separated by semicolons:
<a href="mailto:?Bcc=notone44@evergreen.edu;fakers99@evergreen.edu">Email class

Registration Permits/Overrides

  1. Choose Registration Overrides from the Faculty Services tab
  2. The A# of students is "sticky" and will automatically display the last student selected
  3. To change to a new student, select ID Selection from the links at the bottom of the page
  4. Enter the A# of the student for whom you'd like to set an override (See Figure 6)
  5. Select the type of override: campus, class, signature
  6. Choose the CRN (See 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 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.

Known 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.)