Web for General 8.7.1 User Guide

Banner Web General User GuideRelease 8.7.1September 2014/nBanner®, Colleague®, PowerCampusŽ, and Luminis® are trademarks of Ellucian Company L.P. or its affiliates and are registered in the U.S. and other countries. Ellucian®, Ellucian Adv anceŽ, Ellucian Degree WorksŽ, Ellucian Course SignalsŽ, Ellucian SmartCallŽ, and E llucian RecruiterŽ are trademarks of Ellucian Company L.P. or its affiliates. Other names may be trademarks of their respective owners. ©2011-2014 Ellucian Company L.P. and its affiliates. Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Elluci an licensees, and is subject to the terms and conditions of one or more written li cense agreements between Ellucian and the licensee in question. In preparing and providing this publicati on, Ellucian is not rendering legal, accounti ng, or other similar professional service s. Ellucian makes no claims that an institution's use of this publication or the soft ware for which it is provided will guarantee compliance with ap plicable federal or state laws, rules, or regulations. Each organizati on should seek legal, accounting and other similar professional services from compe tent providers of the organization's own choosing. Prepared by: Ellucian 4375 Fair Lakes Court Fairfax, Virginia 22033 United States of America /n 3Banner Web General User Guide |Contents Contents Web General Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Accessing Web General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Using Web General. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Answer a Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Security Questions and Answers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Resetting Your PIN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Changing Your PIN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Ethnicity and Race Survey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Update Ethnicity and Race (Logon) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 View Ethnicity and Race (Logon) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Ethnicity and Race Options (Logon). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 View Ethnicity and Race (Menu). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Update Ethnicity and Race (Menu). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Personal Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 View Addresses and Phones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Update Addresses and Phones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 View E-mail Addresses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Update E-mail Addresses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Directory Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 7View Emergency Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Update Emergency Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Update Marital Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Name Change Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 /n 4Banner Web General User Guide |Contents Social Security Number Change Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Veteran Classifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Disability Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1Technical Reference. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22 Interaction with VBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Showing or Hiding fiI nternationalfl Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Web Login Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 User Login (twbkwbis.P_WWWLogin) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Login Verification (twbkwbis.P_ValLogin). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Terms of Usage (twbkwbis.P_UsagePage) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Personal Information Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Answer A Survey (bwgksrvy.P_ShowSur veys). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Change Security Question (twbkwbis.P_SecurityQuestion). . . . . . . . . . . . . . . . . . . . . 33 View Addresses and Phones (bwgkogad.P_SelectAt ypView) . . . . . . . . . . . . . . . . . . . 34 Update Addresses and Phones - Select Address (bwgkogad.P_SelectAtypUpdate) . 37 Update Addresses and Phones - Update/Insert (bwgkogad.P_DispAddrUpdate). . . . 41 View E-mail Addresses (bwgkogad.P_SelectEmalView) . . . . . . . . . . . . . . . . . . . . . . . 46 Update E-mail Addresses - Select Address (bwgkogad.P_SelectEmalUpdate) . . . . . 47 Update E-mail Addresses - Update/Insert (b wgkogad.P_DispEmailUpdate). . . . . . . . 51 Directory Profile (bwgkopr f.P_ShowDiroItems) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 View Emergency Contacts (bwgkoemr.P_ViewEmrgCo ntacts) . . . . . . . . . . . . . . . . . . 57 Update Emergency Contacts - Select Contact (bwgkoemr.P_SelectEmrgContacts). . 59 Update Emergency Contacts (bwgkoemr.P_UpdateE mrgContacts) . . . . . . . . . . . . . . 60 Update Marital Status (bwgkogad.P_SelectMtypUpdate ). . . . . . . . . . . . . . . . . . . . . . . 63 Name Change Information (bwgkoinf.P_DispUp dName). . . . . . . . . . . . . . . . . . . . . . . 65 Social Security Number Change Information (b wgkoinf.P_DispUpdSSN). . . . . . . . . . 66 Change PIN (twbkwbis.P_ChangePin). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Veteran Classifications (bwgkvets.P_DispClass). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Disability Status (bwgkdisb.P_DispDisab ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 User Logout (twbkwbis.P_Logout) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Ethnicity and Race Survey Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Set Up the Ethnicity and Race Survey. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Update Ethnicity and Race (bwgko mre.P_RaceSurvey) . . . . . . . . . . . . . . . . . . . . . . . 77 /n 5Banner Web General User Guide |Contents View Ethnicity and Race (bwgkomre.P_RaceSurvey Confirm). . . . . . . . . . . . . . . . . . . 79 Ethnicity and Race (bwgkomre.P_Ra ceSurveyConfirm) . . . . . . . . . . . . . . . . . . . . . . . 81 View Ethnicity and Race (bwgkomre.P_ViewEthnicityRace) . . . . . . . . . . . . . . . . . . . . 82 Update Ethnicity and Race (bwg komre.P_SelectEthnicityRace) . . . . . . . . . . . . . . . . . 83 Web General Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86 Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Credit Card Payment Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Proxy Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Integration with Banner APIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Luminis Channels for Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 /n 6Banner Web General User Guide |Web General Overview Web General Overview This chapter provides a summary of the func tions of BannerŽ Web General and specifies how users access the system. FunctionsBanner Web General gives your users access to their personal information via the Internet. This allows them to maintain this inform ation themselves, reducing the administrative work institution personnel have to do. You can view and modify the following using Web General: ŁSurveys (see page 9)ŁEthnicity and race information (see page 11)ŁAddresses (see page 13)ŁTelephone numbers (see page 13)ŁE-mail addresses (see page 15)ŁDirectory profile (see page 17)ŁEmergency contact information (see page 17)ŁMarital status information (see page 19)ŁVeterans Classification (see page 20)ŁDisability Survey (see page 21)Web General allows users to respond to surveys and determine the information that will be included in the campus directory. Users cannot change their nam es or social security numbers directly through Web General, but Web General provides helpful information and a link to the Social Security Administration™s web site. Each of the features of Web General is described in detail in Chapter 2, fiUsing Web General.fl /n 7Banner Web General User Guide |Web General Overview Accessing Web General The Banner Self-Service applications provide two types of Web access, non-secured and secured . Users can access non-secured areas without needing to enter a user ID and PIN. Web General has secured access only - you must log on with an ID and PIN to access it. To access Web General, select Secure Area from the home page. The logon page appears, prompting you to enter your ID and PIN. Note: The PIN is case-sensitive. Dependi ng on your institution™s settings, the user ID may also be case-sensitive. If they are valid, the Main Menu appears. Select Personal Information from the menu or from the links at the top of the page. The Personal Information Menu page appears. All of the Web General features are accessible through this page. /n 8Banner Web General User Guide |Using Web General Using Web General Web General is an Ellucian ap plication that lets users maintain personal information. It also allows users to manage passwords and security questions, and to answer surveys that have been created in Banner General on the Survey Definitions Form (GUASRVY). The Personal Information menu in BannerŽ Self-Service provides access to Web General™s features. See fiAccessing Web Generalfl in Chapter 1 for inst ructions on logging in and navigating to the Personal Information menu. This chapter includes the following Web General pages and topics: ŁfiAnswer a Surveyfl on page9 ŁfiSecurity Questions and Answersfl on page9 ŁfiResetting Your PINfl on page10 ŁfiChanging Your PINfl on page11 ŁfiEthnicity and Race Surveyfl on page11 ŁfiView Addresses and Phonesfl on page13 ŁfiUpdate Addresses and Phonesfl on page14 ŁfiView E-mail Addressesfl on page15 ŁfiUpdate E-mail Addressesfl on page16 ŁfiDirectory Profilefl on page17 ŁfiView Emergency Contactsfl on page17 ŁfiUpdate Emergency Contactsfl on page18 ŁfiUpdate Marital Statusfl on page19 ŁfiName Change Informationfl on page19 ŁfiSocial Security Number Change Informationfl on page20 ŁfiVeteran Classificationsfl on page20 ŁfiDisability Statusfl on page21 /n 9Banner Web General User Guide |Using Web General SurveysAnswer a SurveyThis page lists all the surveys that have been sent to the user. Select the survey you want to answer. The questions are listed, one after the other. The following buttons always appear while you are in the survey: ŁNext Question - skips over the question and displays the next. ŁFinish Later - saves all the answers you have provided and takes you out of the survey. This survey will still appear on your list of su rveys that appears when you select Answer a Survey from the Web General Main Menu. ŁSurvey Complete - saves all the answers you have provided and removes the survey from your list of surveys. You cannot access the survey again or change any of the answers. ŁRemove Survey from List - takes you out of the survey a nd removes it from your list of surveys. You cannot access it again. As you go through the survey, you can enter text in the fields and select check boxes and radio buttons as appropriate. When you reach the last question on the survey, the Return to Beginning of Survey button appears in place of the Next Question button. If you select it, the first survey question appears again and you can move through all the questions again, in order. Surveys are saved wh enever you select Survey Complete or Finish Later .SecuritySecurity Questions and AnswersThe Banner Self-Service products use securi ty questions and answers to help users who forget their passwords. If you forget your Self-Service passwo rd, you can enter your ID and click Forgot PIN? to see and answer security questions that you pr eviously set up. If you answer the questions correctly, your PIN will be reset and you will be able to access Self-Service. Note: The Forgot PIN? button will not display if on the GUAUPRF form, Number of Questions is set to zero or if Disable Forgot PIN is set to Yes. /n 10Banner Web General User Guide |Using Web General You must set up security questions and answers: Łon your very first Self-Service login Łon your first login after your institution™s security question policies change. Note: Users who access Self-Service through single sign-on (SSO) from Luminis ® will not be required to set up security questions and answers and will not use Self-Service security questions to retrieve a lost PIN. You can also choose to change your security questions by clicking the Change Security Questions link in Web General. In any case, the process is the same. Even if you set up security questions previously, you start with a blank slate each time. To set up security questions and answers: 1.Enter your PIN. 2.Select a pre-defined security question from the drop-down menu, or type your own question. Depending on your institution™s settings, you might not have the option to type your own question. In that case, just select one of the pre-defined security questions. 3.Type your answer to the question. 4.Repeat the process for the remaining security questions. The number of questions is based on your in stitution™s settings. You might have only one question to answer, or there might be several. 5.Click OK.Resetting Your PIN If you forget your PI N, follow these steps to reset your PIN. 1.On the login page, enter your User ID .2.Click I Forgot My PIN . A question and answer page displays, showing one or more of your previously saved security questions. 3.Type the answer to each of the questions, and click OK.Note: Your answers must exactly match the answers that you previously saved, except that case (upper case or lower case) does not matter, and white space (such as spaces between words) is ignored. A PIN Reset page displays. 4.Type your new PIN, and type it again in the Confirm PIN field. 5.Click OK./n 11Banner Web General User Guide |Using Web General Changing Your PIN You can change your PIN in Web General, if you can remember the old PIN. If you cannot, you will need to contact your system administr ator, who can reset your PIN in Banner using use the Third Party Access Form (GOATPAC ) or the Third Party Access Audit Form (GOATPAD). To access this page, select Change your PIN from the Personal Information Menu.Enter your old PIN, the new PIN, and the new PIN for a second time. Select Change PIN. Your PIN will be changed if all the following are true: ŁThe Old PIN you entered is your correct current PIN. ŁBoth instances of the new PIN are identical. ŁThe new PIN is a valid PIN, following the rules established for your institution. Ethnicity and Race SurveyYou can present a survey to certain Self-Ser vice users to obtain ethnicity and race information. The survey will be presented af ter the user™s logon. For details on who will see the survey, see fiEthnicity and Race Survey Pagesfl on page76 .Normally, the ethnicity and race survey is pr esented during a limited time period, and each user must complete the survey only once during that period. The user can also access the ethnicity and race survey from the Personal Information menu. The survey questions and options ar e the same regardless of whether it is presented at logon or accessed through the m enu, but the user™s navigational options are slightly different in the two versions of the survey. Update Ethnicity and Race (Logon) This page asks the user to identify an ethnicity category ( Hispanic or Latino or Not Hispanic or Latino ) and one or more race catego ries from the options listed. The specific race categories are set up by the institution. /n 12Banner Web General User Guide |Using Web General When finished the user can click the Review button to navigate to the View Ethnicity and Race page. See below under fiUpdate Ethnicity and Race (Menu)fl for an example of the survey. The two versions of the survey page are similar to each other, except that the logon version has a Review button while the menu-accessed version has a link to navigate to View Ethnicity and Race .View Ethnicity and Race (Logon) This page is presented after the user completes the race and ethnicity survey. The user can review selections made via the survey and choose to save them or to return to the Update Ethnicity and Race page to make changes. Ethnicity and Race Options (Logon)This page is shown to a user who did not enter any information on the survey. The choices are Edit, which returns the user to the survey page, or Ask Me Later , which closes the survey so the user can proceed to the regular Self-Service menus. View Ethnicity and Race (Menu) This page can be accessed from the Personal Information menu. It displays the user™s ethnicity and race details and includes a link to the Update Ethnicit y and Race page so that the user can change these details. Update Ethnicity and Race (Menu) This page can be accessed from the Personal Information menu. It is used to enter or change a user™s ethnicity and race details. It includes a link to the View Ethnicity and Race page so that the user can review the details. The specific race categories are set up by the institution, so your survey page will look different from this example. /n 13Banner Web General User Guide |Using Web General Personal InformationThis section discusses the personal information details. View Addresses and Phones This page allows users to view the telephone and address information that is on file for them in the Banner database. To access this page, select View Addresses and Phones from the Web General Main Menu. /n 14Banner Web General User Guide |Using Web General The information is sorted by type. No inactive addresses or telephone numbers are displayed. Update Addresses and Phones This page gives users the opportunity to add and change the address information stored in the Banner database. To change address and telephone information: 1.Select Update Addresses and Phones from the Personal Information Menu or select the Update Addresses and Phones link at the bottom of the View Addresses and Phones page. The Update Addresses and Phones - Select Address page appears. Note: If any GORRSQL rules for SSB_TELEPHONE_UPDATE are currently active, with the Active checkbox and Validated checkbox selected and if the current date is wit hin the start / stop dates, then those rules will dictate which telephone type s are available to be selected and which telephone types are not available for insert controllable by the Self- Service Banner role (e.g. Student, Faculty, Employee, etc.). For additional information on the GORRSQ L rules, refer to t he technical section fiUpdate Addresses and Phones - Select Address (bwgkogad.P_SelectAtypUpdate)fl on page37 .Note: GTVSDAX entry SSB_RULES / ADDRESS expands the roles that can be used to define which Self-Service Banner role has access to address updates as defined on GOAADRL. Please refer to the GTVSDAX comments for the options that are available. 2.Select the link next to the address or phone number you want to change. 3.Enter your changes and select Submit.4.If you want to add a new telephone number or address, select the type from the pull- down menu. Enter the new information and select Submit .You can have only one active address for eac h type at one time. If you have one address become active while there is ano ther of the same type that is active, the effective dates are automatically modified to make the first one inactive. Additionally, any telephone number that you enter on this page is automatically associated with the specified address in Banner. If you ma ke the address inactive in Banner at some point, the telephone number will also be automatically inactivated. For more information on active and inactive addresses and telephone numbers, refer to the Banner General User Guide ./n 15Banner Web General User Guide |Using Web General Based on your institution™s settings, certain fields on this page might be hidden. See fiShowing or Hiding fiInternationalfl Fieldsfl on page23 .This page, as delivered, includes a link that, if clicked, opens the United States Post Office web site in a new browser window. You can select it to download change-of-address forms. For information on removi ng links, please refer to the Banner Web Tailor User Guide.View E-mail Addresses This page allows users to view the e-mail in formation about them that is stored in the Banner database. To a ccess this page, select View E-mail Addresses from the Personal Information Menu.E-mail addresses are sorted alphabetically wit hin each address type, with the preferred address appearing first. Each address that appears on the web will have the Display on Web check box selected on the E-mail Address Form (GOAEMAL) in Banner General. /n 16Banner Web General User Guide |Using Web General Update E-mail Addresses This page allows users to main tain the e-mail information about them that is stored in the Banner database. To a ccess this page, select Update E-mail Addresses from the Personal Information Menu. You can choose which types of addresses are displayed in the Type of E-mail to Insert pull-down menu by selecting Web Ind on the E-Mail Address Type Validation Form (GTVEMAL) in Banner General. For details, refer to the Banner General User Guide .For additional information on the GORRSQ L rules, refer to t he technical section fiUpdate E-mail Addresses - Select Address (bwgkogad.P_SelectEmalUpdate)fl on page47 .Note: If any GORRSQL rules for SSB_EM AIL_UPDATE are currently active, with the Active checkbox and Validated checkbox selected and if the current date is within the start / st op dates, then those rules will dictate which email types are not available for insert/update controllable by the Self-Service Banner role (e.g. Student, Faculty, Employee, etc.). /n 17Banner Web General User Guide |Using Web General Directory ProfileUsers can specify the personal information that will appear in th eir campus directory profile.Select Directory Profile from the Personal Information Menu. Select Display in Directory for all the pieces of information that should be included in your Directory Profile. Note: Administrators can refer to Chapter 7, fiCampus Directory,fl of the Banner Employee Self-Service User Guide for information on how to set up the Campus Directory. View Emergency Contacts This page lets you view information about your emergency contacts, the people who should be notified in the event of an emergency. To access this page, select View Emergency Contacts from the Personal Information Menu. You can select the Update Emergency Contacts link to change the information or add another emergency contact. /n 18Banner Web General User Guide |Using Web General Update Emergency Contacts This page lets you update the emergency contact information in the Banner database. To access this page, select Update Emergency Contacts from the Personal Information Menu. Your contacts are listed. Select the name of the contact to be updated, or select New Contact to add a contact. Enter or change the information about the contact. To change the order in which the contacts are listed, modify the number in the Order field.When you have finished, select Submit to save your changes. Based on your institution™s settings, certain fields on this page might be hidden. See fiShowing or Hiding fiInternationalfl Fieldsfl on page23 ./n 19Banner Web General User Guide |Using Web General Update Marital Status To modify your marital status information, select Update Marital Status from the Personal Information Menu.Note: The statuses on the pull-down menu come from the Marital Status Code Validation Form (STVMRTL) in Banner. Make your changes, then select Update Marital Status . If you select Reset , your change will not be saved. Name Change InformationNote: This page, as delivered, is designe d for institutions in the United States. You cannot change your name using Web G eneral. You must make your request in person, and at the appropriate office. You can, however, find information about how to change your name by selecting Name Change Information from the Personal Information Menu.This page includes a link that, if clicked, opens the Social Security Administration™s web site in a new browser window. /n 20Banner Web General User Guide |Using Web General Social Security Number Change InformationNote: This page, as delivered, is designe d for institutions in the United States. You cannot change your social security number using Web General. You must make your request in person, and at the appropriate office. You can, however, find information about changing your social security number by selecting Social Security Number Change Information from the Personal Information Menu. This page includes a link that, if clicked, opens the Social Security Administration™s web site in a new browser window. Veteran Classifications The Veteran Classifications page is used to report the following Veteran information: ŁIdentify as one or more of the cla ssifications of protected veteran listed. ŁEnter a Date of Discharge with the past three years ŁDisabled Veteran ŁActive wartime or campaign badge veteran ŁArmed Forces Service Medal Veteran ŁI am a protected veteran, but I choose not to self-identify the classification to which I belong ŁI am not a protected veteran ŁI am not a veteran This page allows you to enter the Date of Discharge and select any of the Veteran Classification options which apply to you. Use the following steps to report Veteran Classifications: 1.Select one of the four options. /n 21Banner Web General User Guide |Using Web General 2.If you are choosing the first option to identi fy as a ‚Protected Veteran™, select one or more of the four classifica tions of protected status. 3.Click Submit.Disability Status The Disability Status page is used to self-identify the following disabilities: ŁBlindness ŁDeafness ŁCancer ŁDiabetesŁEpilepsy ŁAutismŁCerebral palsy ŁHIV/AIDS ŁSchizophrenia ŁMuscular dystrophy ŁBipolar disorder ŁMajor depression ŁMultiple sclerosis (MS) ŁMissing limbs or partially missing limbs ŁPost-traumatic stress disorder (PTS) ŁObsessive compulsive disorder ŁImpairments requiring the use of a wheelchair ŁIntellectual disability (previously called mental retardation) 1.Select the NO, I DON™T HAVE A DISABILITY check box if you do not have a disability. 2.Select the YES, I HAVE A DISABILITY (or previously had a disability) check box if you have a disability now or had it in the past. 3.Select the I DON™T WISH TO ANSWER check box if you do not wish to identify the disability. 4.Click Submit.This information is captured for review on the General Medical Information (GOAMEDI) form and the institution can collect the information and use it for user defined reporting as required. /n 22Banner Web General User Guide |Technical Reference Technical Reference This chapter presents technical information about the Web pages in BannerŽ Web General. The following topics are included: ŁfiInteraction with VBSfl on page22 ŁfiShowing or Hiding fiInternationalfl Fieldsfl on page23 ŁfiWeb Login Pagesfl on page23 ŁfiPersonal Information Pagesfl on page31 ŁfiEthnicity and Race Survey Pagesfl on page76 Each page™s description includes: ŁA brief functional overview ŁThe source(s) of the information on the page ŁThe implications of updates to Banner made via the page ŁThe links to and from other pages and menus in Banner Web ŁThe diagnostic messages which may be generated from users™ actions ŁA list of any delivered information text th at will need to be carefully reviewed by the institution during implementation Note: Diagnostic message or Info Text information does not appear for any pages that do not generate a dia gnostic message or require a review of Info Text. The delivered page header information and Info Text in Web General have been written to be generic for all of the Banner Self-Service products. If you have not licensed all of them, be sure to review the page header information and Info Text and tailor them to reflect the products at your institution. Interaction with VBSThe Value-Based Security (VBS) and Personally Identifiab le Information (PII) feature uses Oracle™s Fine-Grained Access Co ntrol (FGAC) tool. This feature enables you to restrict user access to institutional data and personal information according to your institution™s business rules and the scope of user job requirements. VBS allows you to restrict access to what users can see and up date on various Web pages. You must set up the restrictions in Banner General. For more information, please refer to the Banner Data Security Handbook ./n 23Banner Web General User Guide |Technical Reference Showing or Hiding fiInternationalfl FieldsFour person information fields were added with Web General 8.2 in support of international formats for names, telephones, and addresses: ŁHouse Number (_HOUSE_NUMBER ) ŁStreet Line 4 (_STREET_LINE_4 )ŁTelephone Country Code (_CTRY_CODE_PHONE ) ŁLast Name Prefix (_SURNAME_PREFIX )Because most Banner customers were expected to choose not to use these four fields, masking rules were delivered to hide these fiel ds by default. You can show or hide these fields by doing either of the following: ŁRunning the gssmask.sql script. ŁChanging the masking rules for these fields in the Data Display Mask Rules form (GORDMSK). A special object named SSB_MASKING is used for the purpose of applying GORDMSK masking rules to these four fields in Self-Service (and also the International Access Telephone field).For detailed instructions, see fiMasking Internat ional Person Information Fieldsfl in Chapter 4 of the Banner General Data Security Handbook .Web Login Pages This section includes the following topics: ŁfiUser Login (twbkwbis.P_WWWLogin)fl on page24 ŁfiLogin Verification (twbkwbis.P_ValLogin)fl on page25 ŁfiTerms of Usage (twbkwbis.P_UsagePage)fl on page29 The information stored in the Banner database and presented to the users in Web General is highly confidential. Therefore, users must l og into the Secure Area to view and update it. The programming logic that controls user IDs and PINs for all the Banner Self-Service products exists in Banner General and Banner Web General. Note: Institutional preferences for PINs and Security Questions and Answers are set on Banner General™s GUAPPRF form. See Banner Online Help for details of the settings that can be made in GUAPPRF. All the user IDs and PINs are stored in the GOBTPAC table in Banner General and can be maintained using the Third Party Access Form (GOATPAC) or the Third Party Access Audit Form (GOATPAD). Web General uses th is information to au thenticate web users. /n 24Banner Web General User Guide |Technical Reference The very first time a user successfully logs into the Secure Area, the system presents a Security Question/Answer page. The user must define one or more security question for which only they have the answer. These questions and answers can help the user to re- establish his PIN without bothering your instit ution™s web master, so your administration needs fewer people in volved with PIN maintenance, re sulting in better overall PIN security. See fiChange Security Question (twbkwbis.P_SecurityQuestion)fl on page33 .If the institution has set up the ethnicity and race survey feature and if an active survey is in progress, a user may be presented with an et hnicity and race survey after logon. When a user logs on, the system det ermines whether the user need s to complete the ethnicity and race survey, and if so, displays the Update Ethnicity and Race page (bwgkomre.P_RaceSurvey ). The survey is presented after any user security pages have been completed. See fiEthnicity and Race Survey Pagesfl on page76 .User Login (twbkwbis.P_WWWLogin)A user enters his Banner ID and current PI N. As the PIN is entered, the Web page displays asterisks (**) to protect the priv acy of the information.Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ItemDescription/Source Information IDThe user™s current or any previo us ID that is displayed in the Identification Form (SPAIDEN). PINPIN field on the GOATPAC or GOATPAD form in Banner General. Disabled Indicator Disabled Indicator on the GOATPAC or GOATPAD form. If this is selected ( Yes in the database), the user is not allowed to login to the Web. To allow Web access, the check box should be cleared. Login AttemptsHow many times the user has entered an invalid ID and PIN combination. The twgbwrul_login_attempts column of the Web Rules Table (TWGBWRUL) holds the maximum number of unsuccessful logi n attempts before the PIN is disabled. To enter this maximum, select Web Rules from the Web Tailor Menu. /n 25Banner Web General User Guide |Technical Reference Updates to BannerThis page does not update information in the Banner database. Buttons/icons on this page This page contains the following buttons/icons. Login Verification (twbkwbis.P_ValLogin) This page is displayed if the user ID and/or password you entered on the User Login (twbkwbis.P_WWWLogin ) page was incorrect. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. PIN ExpirationPIN Expirations are an optional Web feature. If implemented, PIN expirati on dates can use an auto- expiration feature for all users. PIN expiration dates for specific users can be entered in the Expiration Date field on the Third Party Access Form (GOATPAC). To auto-expire PINs for all user accounts with PIN Expiration Dates, enter a value in PIN Expiration Days on the Web Rules page in Web Tailor. Button/IconAction Login Goes to the Main Menu ( twbkwbis.P_GenMenu ).Forgot PIN?Goes to the Security Answer page (twbkwbis.P_ValLogin ).ItemDescription/Source Information IDThe user™s current or any previo us ID that is displayed in the Identification Form (SPAIDEN). ItemDescription/Source Information /n 26Banner Web General User Guide |Technical Reference Updates to BannerThis page updates Banner as follows. Buttons/icons on this page This page contains the following buttons/icons. PINPIN field on the GOATPAC or GOATPAD form in Banner General. Disabled Indicator Disabled Indicator on the GOATPAC or GOATPAD form. If this is selected ( Yes in the database), the user is not allowed to login to the Web. To allow Web access, the check box should be cleared. Login AttemptsHow many times the user has entered an invalid ID and PIN combination. The twgbwrul_login_attempts column of the Web Rules Table (TWGBWRUL) holds the maximum number of unsuccessful logi n attempts before the PIN is disabled. To enter this maximum, select Web Rules from the Web Tailor Menu. PIN ExpirationPIN Expirations are an optional Web feature. If implemented, PIN expirati on dates can use an auto- expiration feature for all users. PIN expiration dates for specific users can be entered in the Expiration Date field on the GOATPAC or GOATPAD form. To auto-expire PINs for all user accounts with PIN Expiration Dates, enter a value in PIN Expiration Days on the Web Rules page in Web Tailor. ItemDescription Last Web AccessFrom the Last Web Access field on the GOATPAC or GOATPAD form. This field di splays the Last Web Access date and time display on the Login Verification page after the user enters a valid ID and PIN. Button/IconAction Login Goes to the Main Menu ( twbkwbis.P_GenMenu ).Forgot PIN?Goes to the Security Answer page (twbkwbis.P_ValLogin ).ItemDescription/Source Information /n 27Banner Web General User Guide |Technical Reference Web Page Fatal/Warning Error This page contains the fo llowing fatal/warring errors. Message PIN must be digits long. Sourcetwbkwbi1.sql Procedure twbkwbis.P_ValidateChangePin (referenced function is twbkglib.F_PinLength )ActionEnd user or administrative acti on required. User did not enter the required number of digits in the PIN field. Message Your PIN has expired. Please change it now. Sourcetwbkwbi1.sql Procedure twbkwbis.P_ValLogin Action End user or administrative ac tion required. PIN Expiration Date specified on GOATPAC and GOATPAD for the end user has been reached. End user must enter a new PIN which is different from the previous PIN; or an authorized administrative user can make the expiration date null or change it to a future date. Message Your PIN will expire in day(s). You may change it now, or enter your PIN in the Re-enter Old PIN field and select Login. Sourcetwbkwbi1.sql Procedure twbkwbis.P_ValLogin Action End user or administrative ac tion required. PIN Expiration Date specified on GOATPAC and GOATPAD for the end user occurs in the number of days specified. End user may change PIN now or continue with current PIN. Message New PIN must be different from existing PIN!Sourcetwbklib1.sql referenced by twbkwbis.P_ValidateChangePin Action End user or administrative ac tion required. End user attempted to change his PIN by specifying the current PIN as the new PIN. This is not permitted. End user mu st enter a PIN that is different from the current PIN. Message Authorization Failure - Invalid User ID or PIN.Sourcetwbkwbi1.sql Procedure twbkwbis.P_ValLogin /n 28Banner Web General User Guide |Technical Reference Action End user or administrative ac tion required. End user entered an invalid ID and PIN combination. Additional attempts to enter a valid ID and PIN combination will be permitted until the number of Login Attempts specified on the Web Rules Form is reached (equal to the value of Login Attempts). Message You are not authorized to login. If you are an employee please contact the Human Resources Department. Students should contact the Student Records Department. Sourcetwbkwbi1.sql Procedure twbkwbis.P_ValLogin Information Text for Label: DEAD, Sequence 1 Action End user or administrative action required. ID and PIN combination is valid, but the person is marked Deceased on the General Person Form (SPAPERS). Administrative investigation and review should be undertaken as appropriate. Message Your Web Access has been disabled. Please contact the Computing and Information Services Office for information about your account. Sourcetwbkwbi1.sql Procedure twbkwbis.P_ValLogin Information Text for Label: DISABLE, Sequence 1 Action End user or administrative action required. End user's Web access has been disabled due to reaching the number of invalid login attempts specified on the Web Rules page in Web Tailor. Message You are not authorized to use the Web Information Systems. Please contact the Student Records Office for more information. Sourcetwbkwbi1.sql Procedure twbkwbis.P_ValLogin Information Text for Label: NOTAUTH, Sequence 1 Action End user or administrative action required. End user does not have a valid Self-Service user role (such as EMPLOYEE, FACULTY, STUDENT, for example). Administrative investigation and review should be undertaken as appropriate. /n 29Banner Web General User Guide |Technical Reference Information and Help Text Terms of Usage (twbkwbis.P_UsagePage) The Terms of Usage page appears after the first Web login only if the Usage Accepted Indicator is cleared (set to No) on the Third Party Access Audit Form (GOATPAD) in Banner General, and the Display Usage Page Indicator is selected (set to Yes) on the Web Rules page in the Web Tailor table (TWGBWRUL) table. The end user must select either Exit or Continue :ŁSelecting Exit will display the User Logout page, stopp ing further access to information on the Web. ŁSelecting Continue will display the Main Menu. The page is intended to communicate institution-specific policies regarding secured access to Banner Self-S ervice information, and the end user's responsibilities for updates made to that information. If institutional policies change , or if new information needs to be communicated through this page, change the associated Info Text and perform a global update to set the gobtpac_usage_accept_ind to N in the database. The Terms of Usage page will reappear the next time the user logs on. Setup requirements This page has no setup requirements. ItemDescription twbkwbis.P_ValLogin Label: DEAD Sequence: 1 Text includes referenc e to Human Resources Department and Student Records Department. twbkwbis.P_ValLogin Label: DISABLE Sequence: 1 Text includes reference to Computing and Information Services Office. twbkwbis.P_ValLogin Label: NOTAUTH Sequence: 1 Text includes reference to Student Records Office. /n 30Banner Web General User Guide |Technical Reference Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Buttons/icons on this page This page contains the following buttons/icons. Information and Help Text ItemDescription/Source Information Display Usage Page Indicator From the Web Rules page in the Web Tailor. If this is selected (set to Yes ), the Terms of Usage will di splay the first time all users log on to the Web. Usage Accepted Indicator From the Third Party Access Audit Form (GOATPAD) in Banner General. All new records created on this form default this indicator to cleared (set to No), which will cause the Terms of Usage page to appear the first time the user logs on. ItemDescription Usage Accepted Indicator If the user clicks on the Continue button, the Usage Accepted Indicator in GOATPAD will be updated to selected (set to Yes).Button/IconAction ExitDisplays the User Logout page. ContinueReturns to the Main menu. twbkwbis.P_UsagePage Label: DEFAULT Sequences 1 and 2 Review all text and edit to reflect institution-specific policies and user responsi bilities regarding use of the Banner Self-Service information system. /n 31Banner Web General User Guide |Technical Reference Personal Information PagesThis section includes the following topics: ŁfiAnswer A Survey (bwgksrvy.P_ShowSurveys)fl on page32 ŁfiChange Security Question (twbkwbi s.P_SecurityQuestion)fl on page33 ŁfiView Addresses and Phones (bwgk ogad.P_SelectAtypView)fl on page34 ŁfiUpdate Addresses and Phones - Select Ad dress (bwgkogad.P_Sele ctAtypUpdate)fl on page37 ŁfiUpdate Addresses and Phones - Update/Insert (bwgkogad.P_DispAddrUpdate)fl on page41 ŁfiView E-mail Addresses (bwgkogad. P_SelectEmalView)fl on page46 ŁfiUpdate E-mail Addresses - Select Address (bwgkogad.P_SelectEmalUpdate)fl on page47 ŁfiUpdate E-mail Addresses - Update/Insert (bwgkogad.P_ DispEmailUpdate)fl on page51 ŁfiDirectory Profile (bwgkoprf.P_ShowDiroItems)fl on page54 ŁfiView Emergency Contacts (bwgkoemr.P_ViewEmrgContacts)fl on page57 ŁfiUpdate Emergency Contacts - Select Contact (bwgkoemr.P_SelectEmrgContacts)fl on page59 ŁfiUpdate Emergency Contacts (bwgkoemr.P_UpdateEmrgContacts)fl on page60 ŁfiUpdate Marital Status (bwgkogad.P_SelectMtypUpdate)fl on page63 ŁfiName Change Information (bwgkoinf.P_DispUpdName)fl on page65 ŁfiSocial Security Number Change Informa tion (bwgkoinf.P_DispUpdSSN)fl on page66 ŁfiChange PIN (twbkwbis.P_ChangePin)fl on page68 ŁfiVeteran Classifications (bwgkvets.P_DispClass)fl on page69 ŁfiDisability Status (bwgkdisb.P_DispDisab)fl on page72 ŁfiUser Logout (twbkwbis.P_Logout)fl on page75 Banner Web General delivers the functionality that supports the items on the Personal Information Menu that appears on every Self -Service application™ s main menu. This section describes the implementation of the basic requirements for those pages, regardless of application. Answer A Survey (bwgksrvy.P_ShowSurveys) This page is available from the Personal Information Menu. /n 32Banner Web General User Guide |Technical Reference Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Web menus with links to this page The following menus contai n links to this page. Change Security Question (twbkwbis.P_SecurityQuestion)This page is available from the Personal Information Menu. The very first time a user logs in to the Se cured Access area with a valid User ID and PIN, the system presents a Security Question/Answer page. The user must define a security question for which only he or she has the answer. The questions and answers on this ItemDescription/Source Information Existing SurveysSurveys that have no t be completed will be available for update. ItemDescriptionResponses from users are stored in the GORSRVR table. The Survey Responses Repeating Table (GORSRVR) contains the individual responses. Header information for the survey responses are stored in the GOBSRVR table. The Survey Response Header Table (GOBSRVR) contains one row for each person who responds to the survey. Menu name Menu URL Personal Information Menu bmenu.P_GenMnu/n 33Banner Web General User Guide |Technical Reference page can be used as a way for the user to re -establish the PIN if necessary. This allows users to find PINs they may ha ve forgotten without bothering your institution™s web master, so your institution needs fewer people involv ed with PIN maintenance, resulting in better overall PIN security. The Question/Answer page appears automatic ally when the PIN Hint Question and PIN Hint Response are not present on the Third Party Access Audit Form (GOATPAD) in Banner General. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Buttons/icons on this page This page contains the following buttons/icons. ItemDescription/Source Information Old Question The question that the user supplied the first time he or she logged in to the Secure Access area. Old Answer The answer that the user supplied for this question. New Question The new question that the user wants to use. New Answer The answer that the user supplied for this question. Button/IconAction Submit Saves your changes. ResetClears the contents of the New Question and New Answer fields. /n 34Banner Web General User Guide |Technical Reference View Addresses and Phones (bwgkogad.P_SelectAtypView) This page displays address and telephone info rmation. It displays all of the user™s current and future addresses, and the associated telephone information. The addresses are grouped by address type. Address Type Inclusion If the following criteria are met, the address type is included: 1.At least one rule must exist for the addre ss type on the Address Role Privileges Form (GOAADRL) in Banner General for the Web role(s) associated for the user. 2.The privilege indicator for the address type must be U (update) or D (display). 3.An active address for any current, or future date exists in the database for the Type of Address. A user may have multiple Self-S ervice roles. If more than one address role rule exists with a different privilege for the same address ty pe for the user, the rule with the highest privilege will be effective for the Addres s and Phone options av ailable on the Web. For example, suppose a user has four roles and the following rules exist in GOADDRL: The user will be permitted to access Vi ew the Mailing Address and Phones, even though the STUDENT role doe s not allow access to, or display of, Mailing address type information. Update is considered a higher privilege than Display only , and Display only is considered a higher privilege than No access .Note: If an address type role does not exist for a specific address type and Web role, that combination is treated as No access .Inactive Addresses Inactive addresses will never be displayed, ev en if the Address Ro le Privileges Form (GOAADRL) in Banner General in cludes a rule to allow display or update for the specified address type for the user™s Self-Service role. Addresses with past or future effective dates can be viewed. Address Type Role Privilege MA(iling) EMPLOYEEU(pdate) MA(iling) FACULTYD(isplay only) MA(iling) STUDENTN(o access) MA(iling) ALUMNIU(pdate) /n 35Banner Web General User Guide |Technical Reference The date™s format is determined by the date format specified on the Web Rules page of Web Tailor. For example, the Mailing address type is enabled for Self-Service access, and the user has the following mailing address records: Mailing address one:Effective from January 1, 1996 to December 31, 2000, marked Inactive Mailing address two:Effective from January 1, 2001 to December 31, 2001 Mailing address three:Effective from January 1, 2002 through December 31, 2005 Mailing address four:Effective from January 1, 2006 (no end date currently specified) If today's date is June 1, 2005, when this user selects View Address Information, the address and phone information for address three an d address four will be displayed. They will be grouped under the Mailing Addresses headi ng. Address three will have Current next to the address. Address four will have Future next to the address. The Self-Service system allows address records to be viewed with the following combinations of from and to dates: If there is any telephone info rmation associated with the address type, it is displayed. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. From To 1specific date no date 2 specific date specific date ItemDescription/Source Information Address Type The address type, e.g., Permanent or Mailing . See fiAddress Type Inclusion,fl below. Current/Future Indicator If SYSDATE falls within the effe ctive dates for the address, Current will be displayed next to the address. If the effective dates for the addr ess are later than SYSDATE, Future will be displayed next to the address. /n 36Banner Web General User Guide |Technical Reference Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. Web Page Fatal/Warning Error This page contains the fo llowing fatal/warring errors. Update Addresses and Phones - Select Address (bwgkogad.P_SelectAtypUpdate) Two pages are involved in updating address and phone information. Existing Address and Phones Information Address and phones information is retrieved from the Banner database. See fiInactive Addresses,fl below. This Link ActionUpdate Addresses and Phones Goes to the Update Addresses and Phones - Select Address page (bwgkogad.P_SelectAtypUpdate ).Menu name Menu URL Personal Information Menu bmenu.P_GenMnuMessage There are no addresses available for you to view. Sourcebwgkoad1.sql Procedure bwgkoadr.P_SelectAtypView Action End user or administrative ac tion required. The end user has no active addresses available. The end user must go to the Update Addresses and Phones - Select Address page and insert a new address with effective date s on or after the SYSDATE. ItemDescription/Source Information /n 37Banner Web General User Guide |Technical Reference The Update Addresses and Phones - Select Address page displays all of the user™s current and future addresses, along with the associated phones information. The addresses are grouped by address type. Each address has a link to the Update Addresses and Phones - Update/Insert page, which allows the user to update the address and phone information for that address. The user can also choose to insert a new address by selecting an address type from the pull-down list and choosing Type of Address to Insert. Th is takes the user to the Update Addresses and Phones - Update/Insert page where he can insert new address and telephone information. An option using GORRSQL rules to control telephone types that are available for insert within Self-Service Banner is available. Thes e rules allow you to identify the telephone types which will not be available for insert based on the SSB role, for example, Student, Faculty, Employee, etc. Sample rules that enable the control of telephone types that can be inserted into Self- Service Banner, can be found in GORRSQ L rules under the SSB_TELEPHONE_UPDATE process and rule. Each sample seed data rule has been delivered as inactive and not validated, and therefore will not impact an y current processing at your institution. Note: If no active rules are found, a ll telephone types in STVTELE will be eligible for inserting in to Self-Service Banner based upon their current rules. Note: Once a rule returns either a Y or N, no more rules will be checked for that specific telephone type. Theref ore, the most specific rules should be processed first, followed by the more generic rules. Note: You may use any, all, or none of the following bind variables in your SELECT statements: TELEPHONE_TYPE - the value from STVTELE for which you are setting up rules. PIDM ROLE_ALUMNI ROLE_BSAC ROLE_EMPLOYEE ROLE_FACULTY ROLE_FINAID ROLE_FINANCE ROLE_FRIEND ROLE_STUDENT /n 38Banner Web General User Guide |Technical Reference The roles listed above are defined by the GOVROLE view and are based upon data in the system. In addition, the bwgkoadr.f_chk_role function can be used to check for any role assigned to a user (as shown on the User Roles tab within Web Tailor). The format of the statement is: bwgkoadr.f_chk_role(:PIDM, '') For example, to deny access to the INST telephone type for all Web Tailor Administrators, you could use the following rule: SELECT 'N' FROM DUAL WHERE :EMAIL_TYPE IN ('INST') AND bwgkoadr.f_chk_role(:PIDM,'WTAILORADMIN') = 'Y' Note: You can use the role WEBUSER to refer to all web users. Note: The ROLE_xxx variable will either be Y or N depending upon the role of the SSB user. Note: To insert a telephone type in Self-Service Banner, at least one rule must return a Y for that telephone type to become available in the drop down selection box. Additionally, on the Update E-Address page, if a telephone type is not available for update, the entry will display, but the value from the bwgkogad.P_DispAddrUpdate / QUERY_ONLY INFOTEXT entry, Non Updateable for example, will be appended to the telephone description.If a phone number is not updateable: 1.The Primary number, if non-updateable, is changed from update to display only. 2.The label has (Non Updateable) added to the end. 3.The additional phones, if non updateable, are changed to display only instead of drop down and input. 4.The text size is bigger on the non-updateable, but that is due to the fact that the input boxes are not there. 5.The check box is changed to a check mark if set and if not set then it displays ‚---‚. Setup requirements This page has no setup requirements. /n 39Banner Web General User Guide |Technical Reference Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. ItemDescription/Source Information Type of AddressThe Type of Address heading displays all available address types. See the fiAddress Type Inclusionfl topic in the description of the fiView Addresses and Phonesfl web page. Current/Future linkThe Current/Future Link is visible if the address is a current address or a future address . If SYSDATE falls within the effective dates for the address, Current will appear next to the address. If the effective dates for the address are later than SYSDATE, Future will appear next to the address. When the user clicks on the link, he will be taken to the Update Addresses and Phones - Update/Insert page. He can now change existing address and telephone information for the associated address. Existing Address and Phones Information Address and telephone information that appears is retrieved from the Banner database. See the fiInactive Addressesfl topic in the description of the fiView Addresses and Phonesfl web page. Type of Address Pull- down List The Type of Address pull-down list displays all address types available for viewing. See the fiAddress Type Inclusionfl topic in the description of the fiView Addresses and Phonesfl web page. This Link Action Change of address linkOpens the designated URL in a new window. CurrentGoes to the Update Addresses and Phones - Update/ Insert page ( bwgkogad.P_DispAddrUpdate ).PrimaryGoes to the Update Addresses and Phones - Update/ Insert page ( bwgkogad.P_DispAddrUpdate )./n 40Banner Web General User Guide |Technical Reference Buttons/icons on this page This page contains the following buttons/icons. Web menus with links to this page The following menus contai n links to this page. Web Page Fatal/Warning Error This page contains the fo llowing fatal/warring errors. View Addresses and Phones Goes to the View Addresses and Phones page (bwgkogad.P_SelectAtypView ).Button/IconAction Submit Goes to the Update Addres ses and Phones - Update/Insert page ( bwgkogad.P_DispAddrUpdate ).Menu name Menu URL Personal Information Menu bmenu.P_GenMnuMessage There are no addresses available for you to update. Sourcebwgkoad1.sql Procedure bwgkoadr.P_SelectAtypUpdate Action End user or administrative ac tion required. The end user has no active addresses available. The end user must insert a new address with effective dates on or after the SYSDATE to update it.Message Errors occurred. Please try again. Invalid address type. Sourcebwgkoad1.sql Procedure bwgkoadr.P_ValidateAtyp This Link Action /n 41Banner Web General User Guide |Technical Reference Update Addresses and Phones - Update/Insert (bwgkogad.P_DispAddrUpdate) Two Self-Service pages are involved in updating address and telephone information The user will either choose to up date an existing address or to insert a new address on the Update Addresses and Phones - Select Address page. If he chooses to update an address, he can go to the Update Addresses and Phones - Update/Insert page, which displays the address and associated telephone information. If he chooses to insert a new address, he can go to the Update Addresses and Phones - Update/Insert page to enter the new address and telephone information. Information text on this page includes a link to the United States Postal Service web site. Associated with this Info Text is an icon for th e United States Postal Service. This image is inserted into the TWGBIMAG table. Address Update Logic When updating an address, the dates entered in the Valid From This Date and Until This Date fields cannot overlap with the dates of any active addresses of the same address type. If they do, the system will return an error. Changing address and telephone information makes the current address record inactive, and creates one or more new ones. The number of new records created depends on whether changes are made to address and/or telephone information, and whether the Valid From This Date and Until This Date fields are also changed. Address Insert LogicWhen inserting a new address, the dates entered in the Valid From This Date and Until This Date fields cannot overlap with the dates of more than one active address of the same address type. If the dates overlap with mo re than one active address, the system will return an overl apping date error. If the new address overlaps with an existing ad dress, the existing address is inactivated. A new address record(s) with the old address information is created with Valid From This Date and Until This Date fields, changed so that the old address does not overlap with the new address. A new address record is created for the address being inserted with Valid From This Date and Until This Date fields unchanged. For example, the Mailing address type is Web-enabled, and the us er has the following mailing address record:Mailing Address 1: 01/01/03 -- 12/31/03 ActionEnd user or administrative action required. In this example, the end user did not select a valid address type from the pull-down list. The last sentence can vary, depending on which field had invalid data. /n 42Banner Web General User Guide |Technical Reference 123 Market St. Rochester, NY 12345 The user inserts the fo llowing Mailing address: 10/10/03 -- 10/20/03 456 Main St. San Diego, CA 54321 Mailing Address 1 will become inactive, and the following will become the new address information. Mailing Address 1: 01/01/03 -- 10/09/03 123 Market St. Rochester, NY 12345 Mailing Address 2: 10/10/03 -- 10/20/03 456 Main St. San Diego, CA 54321 Mailing Address 3: 10/21/03 -- 12/31/03 123 Market St. Rochester, NY 12345 Deleting the United States Postal Service Link Users can delete this link by performing the following steps. 1.Log on to the Banner Self-Service with a Web Tailor Administrator role. 2.From the Main Menu, select Web Tailor Administrator .3.From the Web Tailor menu, select Information Text .4.From the Select Information Te xt to Customize page, select bwgkogad.P_SelectAtypUpdate . Select Customize Information Text .5.From the Reorder or Customize Information Text page, select the label of the item with sequence number 2. 6.On the Customize the Selected Information Text Entry page, verify that the correct Information Text is di splayed, as follows: Change of address information and USPS forms are available through this link.7.Select Delete this Entry .Setup requirements This page has no setup requirements. /n 43Banner Web General User Guide |Technical Reference Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. ItemDescription/Source Information Type of AddressThe address type of the address being updated or inserted. Display only. See the fiAddress Type Inclusionfl topic in the description of the fiView Addresses and Phonesfl web page. Delete This Address Checkbox Select to make the cu rrent address inactive. Existing Address and Phones Information Address and telephone information from the Banner database; however, inactive addresses will never appear, even if the Address Role Privileges Form (GOAADRL) includes a rule to allow display or update for the specified address type for the user™s Self-Service role. Any addresses with future effective dates will be available for update. The date™s format is de termined on the Web Rules page in Web Tailor. Address and/or phones record(s) A phone entered in the addre ss information area will be designated as the primary phone for the address, and will check the Primary Indicator (set to Y), and associate the address type and sequence number with that phone number. If the Delete Address check box is selected, the address will be made inactive in the database. If the Delete check box next to an additional phone number is selected, the phone will be made inactive.The system does not allow for active addresses with the same address type to have overlapping dates. To allow the user the maximum amount of freedom, the logic to insert an address is different from the logic to update one. The following explains the differences. See fiAddress Update Logicfl and fiAddress Insert Logicfl above. /n 44Banner Web General User Guide |Technical Reference Links to other Web pages This page contains the following links to other Web pages. Buttons/icons on this page This page contains the following buttons/icons. Web menus with links to this page The following menus contai n links to this page. ItemDescription Address and/or phones record(s) See fiAddress Update Logicfl and fiAddress Insert Logicfl above. Address and primary phone changes and additions appear on the Address and Telephone windows of the Identification Forms (e.g., SPAIDE N, FOAIDEN, etc.). Telephone changes and additions appear on the Telephone window of the Identification Fo rms (e.g., SPAIDEN, FOAIDEN, etc.). This Link ActionView Addresses and Phones Goes to the View Addresses and Phones page (bwgkogad.P_SelectAtypView) .Button/IconAction Submit Saves your changes and goes to the Update Addresses and Phones page. Reset Deletes the choices the user has made and returns to the default settings. Select a Different Address to Update Goes to the Update Addresses and Phones - Select Address page ( bwgkogad.P_SelectAtypUpdate ).Menu name Menu URL Personal Information Menu bmenu.P_GenMnu/n 45Banner Web General User Guide |Technical Reference Web Page Fatal/Warning Error This page contains the fo llowing fatal/warring errors. Message Errors occurred. Please try again... One or more of the following messages may be displayed, depending on the information entered by the user: - Form item From date must be entered - Address Line 1 must be entered - City must be entered - State or Province and ZIP, or Postal Code, or Nation must be entered - Phone number is required when other phone information has been entered Sourcebwgkoad1.sql Procedure bwgkoadr.P_ValAddrUpdate Action End user or administrative action required. The data entered by the end user did not meet the minimum Banner database requirements to create either an address or telephone record. Message Errors occurred. Please try again. Form item has invalid format/ values. can be either fiFrom datefl or fiUntil datefl Sourcebwgkoad1.sql Procedure bwgkoadr.P_ValidateAtyp Action End user or administrative action required. The end user did not enter a correct date format or values. Message A Mailing address exists with future effective dates beginning on... Sourcebwgkoad1.sql Procedure bwgkoadr.P_DispAddrUpdate Action End user or administrative acti on optional. If the end user enters a blank Until date, a future address may be made inactive inadvertently. This is mere ly a warning to the user. /n 46Banner Web General User Guide |Technical Reference View E-mail Addresses (bwgkogad.P_SelectEmalView) This page displays all active e-mail addresses, grouped by e-mail type. The preferred e- mail address will have Preferred next to it. Any comments for a particular address immediately follow it.Setup requirements The following setup is required for this page to work as expected. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Message Errors occurred. Please try again. From / Until date combination overlaps existing address which is effective from to Sourcebwgkoad1.sql Procedure bwgkoadr.P_ValAddrUpdate Action End user or administrative ac tion required. The end user entered a From / Until date combination that overlaps one or more existing addresses of the same address type. The end user needs to re-enter th e From / Until dates. ItemDescription Update E-mail Addresses You must set up e-mail addresses on the Update E-mail Addresses - Select Address page (bwgkogad.P_SelectEmalUpdate ) or else none will appear on this page. /n 47Banner Web General User Guide |Technical Reference Web menus with links to this page The following menus contai n links to this page. MessagesThis page contains the following messages. Update E-mail Addr esses - Select Address (bwgkogad.P_SelectEmalUpdate) Two Self-Service pages are involved in updating e-mail address information. This page will display all ac tive e-mail addresses, grouped by e-mail type. The preferred e- mail address will have Preferred next to it. Any comments fo r a particular address will be printed directly below the e-mail address. To update an existing e-mail address, the user will select the address link to go to the Update E-mail Address -Update/Insert page to update the e-mail address information. To insert a new e-mail address, the user will select the e-mail address type from the pull- This Link ActionUpdate E-mail Addresses Goes to the Update E-mail Addresses - Select Address page (bwgkogad.P_SelectEmalUpdate ).Menu name Menu URL Personal Information Menu bmenu.P_GenMnuMessage There are no e-mail addresses available for you to view. Sourcebwgkoad1.sql Procedure bwgkoadr.P_SelectEmailView Action End user or administrative action required. The end user has no active e-mail addresses available. The end user must go to the Update E-mail Addresses - Select Address page and insert a new address. The end users may have a type of e-mail that has not been set to be viewed on the web. The administrator uses the E-mail Address Type Validation Form (GTVEMAL) in Banner General to specify which address types will be displayed. /n 48Banner Web General User Guide |Technical Reference down list. The Update E-mail Address - Update/Insert page appears, and the user can insert the new e-mail address. An option using GORRSQL rules to control the email types that are available for insert/ update within Self-Service Banner is available. These rules allow you to identify the e-mail types which will not be available for inser t/update based on the SSB role, for example Student, Faculty, Employee, etc. Sample rules that enable the control of email types that can be inserted into Self-Service Banner, can be found in GORRSQL rules under the SSB_EMAIL_UPDATE process and rule. Each sample seed data rule has been delivered as inactive and not validated, and therefore will not impact any current processing at your institution. Note: If no active rules are found, all email types defined in GTVEMAL/ GOREMAL will be eligible for inserting /updating into Self-Service Banner based upon their current rules. Note: Once a rule returns either a Y or an N, no more rules will be checked for that specific email type . Therefore the most specific rules should be processed first, followed by the more generic rules. Note: You may use any, all, or none of the following bind variables in your SELECT statements: EMAIL_TYPE - the value from GTVEMAL for which you are setting up rules. PIDM ROLE_ALUMNI ROLE_BSAC ROLE_EMPLOYEE ROLE_FACULTY ROLE_FINAID ROLE_FINANCE ROLE_FRIEND ROLE_STUDENT The roles listed above are defined by the GOVROLE view and are based upon data in the system. In addition, the bwgkoadr.f_chk_role function can be used to check for any role assigned to a user (as shown on the User Ro les tab within Web Tailor). The format of the statement is: bwgkoadr.f_chk_role(:PIDM, '') For example, to deny access to the INST type of email for all Web Tailor Administrators, you could use the following rule: /n 49Banner Web General User Guide |Technical Reference SELECT 'N' FROM DUAL WHERE :EMAIL_TYPE IN ('INST') AND bwgkoadr.f_chk_role(:PIDM,'WTAILORADMIN') = 'Y' Note: You can use the role WEBUSER to refer to all web users. Note: The ROLE_xxx variables will either be Y or N depending upon the role of the SSB user. Note: To insert an email type in Self-Service Banner, at least one rule must return a Y for that email type to become available in the drop down selection box. Additionally, on the Update E-mail page, if an e-mail type is not available for update, the entr y will display but the value from the bwgkoadr.P_SelectEmalUpdate / QUERY_ONLY INFOTEXT entry, Non Updateable for example, will be appended to the e-mail description. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ItemDescription/Source Information Type of E-mail Address HeadingThe e-mail address types. At least one active e-mail address must exist for the user for the e-mail address type to be included in the page. E-mail Address InformationE-mail address information shown is retrieved from the Banner database; however, inactive addresses will never be displayed. E-mail Addresses CommentComment on this e-mail address is retrieved from the Banner database. Type of E-mail Address Pull-down Displays all e-mail address types that have been defined in Banner on the E-mail Address Type Validation Form (GTVEMAL)./n 50Banner Web General User Guide |Technical Reference Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Buttons/icons on this page This page contains the following buttons/icons. Web menus with links to this page The following menus contai n links to this page. Web Page Fatal/Warning Error This page contains the fo llowing fatal/warring errors. This Link Action E-mail address Goes to the Update E-mail Addresses - Update/Insert page ( bwgkogad.P_DispEmailUpdate ).View E-mail AddressesGoes to the View E-mail Addresses page (bwgkoemr.P_SelectEmalView ).Button/IconAction Submit Goes to the Update E-mail Addresses - Update/Insert page (bwgkogad.P_DispEmailUpdate ).Menu name Menu URL Personal Information Menu bmenu.P_GenMnuMessage There are no e-mail addresses for you to update. Sourcebwgkoad1.sql Procedure bwgkoadr.P_SelectEmalUpdate /n 51Banner Web General User Guide |Technical Reference Update E-mail Addr esses - Update/Insert (bwgkogad.P_DispEmailUpdate) Two Self-Service pages are involved in updating e-mail address information. The user will either choose to update an existing e-mail addr ess or to insert a new e-mail address on the Update E-mail Addresses - Select Address page. After a user selects to update an e-mail address, he can go to the Update E-mail Address - Update/Insert page, which displays the e-mail addr ess, comments associated with the address, a preferred check box and a delete check box. If the user chooses to insert a new e-mail address, he can go to the Update E-mail Address - Update/Insert page to enter the new e-mail address and associated information. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. ActionEnd user or administrative action required. The end user has no active e-mail addresses available. The end user must go to the Update E-mail Addresses - Select Address page and insert a new address. The end users may have a type of e-mail that has not been set to be viewed on the web. The administrator uses the E-mail Address Type Validation Form (GTVEMAL) in Banner General to specify which address types will be displayed. Message Errors occurred. Please try again. Invalid e-mail type. Sourcebwgkoad1.sql Procedure bwgkoadr.P_ValidateEmal Action End user or administrative action required. The end user did not select a valid e-mail address type from the pull-down list.ItemDescription/Source Information Type of E-mail Address HeadingThe e-mail address type. E-mail Address InformationE-mail address information displayed is retrieved from the Banner database; however, inactive addresses will never be displayed. /n 52Banner Web General User Guide |Technical Reference Updates to BannerThis page updates Banner as follows. Links to other Web pages This page contains the following links to other Web pages. Preferred AddressThe address type and the e-mail address of the preferred e- mail address. Only one e-mail address can be a preferred address. Delete this AddressCheck the check box to make the current address inactive. ItemDescription E-mail record(s)Updates to existing e-mail addresses can include changing the address or comment information, inactivating the address or designating the addr ess as preferred. Only one e- mail address may be designated as the preferred address. These changes will upda te the existing record appropriately. For more information on inserting and deleting e-mail addresses, please see fiUpdate E-mail Addresses - Select Address (bwgkogad.P_SelectEmalUpdate)fl on page47 .Any new e-mail address reco rds will be added to the database, and displayed on the GOAEMAL form and the E- mail window of the Identification forms (e.g., SPAIDEN). Updates and additions will be displayed on the E-mail Address Form (GOAEMAL) and the E-mail window of the Identification forms (e.g., SPAIDEN). If a user enters an e-mail type and address that is identical to an existing one that is inactive , the record will become active again. User IDE-mail address records updated or added via the Web will record the Oracle Web Server Agent as the User ID associated with the changes. This Link ActionView E-mail AddressesGoes to the View E-mail Addresses page (bwgkogad.P_SelectEmalView ).ItemDescription/Source Information /n 53Banner Web General User Guide |Technical Reference Buttons/icons on this page This page contains the following buttons/icons. Web Page Fatal/Warning Error This page contains the fo llowing fatal/warring errors. Button/IconAction Submit Saves your changes and goes to the bwgkogad.P_ProcEmailUpdate page. ResetDeletes the choices the user has made and returns to the default settings. Select a Different E- mail Address to Update Goes to the Update E-mail Addresses - Select Address page (bwgkogad.P_SelectEmalUpdate )Message Errors occurred. Please try again. E-mail must be entered. Sourcebwgkoad1.sq Procedure bwgkoadr.P_ValEmailUpdate Action End user or administrative action required. The end user has not entered an e-mail address. The data entered by the end user did not meet the minimum Banner database requirements to create an e-mail address record. Message Errors occurred. Please try again. Only one preferred e-mail address may be specified. Sourcebwgkoad1.sql Procedure bwgkoadr.P_ValEmailUpdate Action End user or administrative action required. There is already an active e-mail address that is preferred. Message Errors occurred. Please try again. This E-mail address already exists for this address type. Please enter another address. Sourcebwgkoad1.sql Procedure bwgkoadr.P_ValEmailUpdate /n 54Banner Web General User Guide |Technical Reference Directory Profile (bwgkoprf.P_ShowDiroItems)A list of directory items is di splayed for the user. Items with check boxes allow the user to include that piece of information in the ca mpus directory. Items without check boxes are automatically included in the campus director y, except for unlisted telephone numbers. Any phones designated as un listed will not be published. Some of the directory profile items are specific to th e STUDENT role, the EMPLOYEE role, the ALUMNI role, or another Self-Service role. If Not Reported appears next to a specific item, the item is not av ailable for the user's role, or it is not found in the Banner database. Rules on the Directory Options Rule Form (GOADIRO) determine the hierarchy of address types and telephone types that should be searched for reporting that information. Note: A directory profile for a user does not exist until the user has accessed this page and performed an update. Campus directory information can still be created for that person. The rules established on the Directory Options Rule Form (GOADIRO) in Banner General control the items that are included in the Dir ectory Profile, depending on the user's Self- Service roles. GOADIRO also controls whic h directory items will aut omatically be the default when the campus directory is created, even if a directory profile record has not been created on the Web. In addition, rules in GOADIRO control which items the user can choose to include in the directory profile. Setup requirements The following setup is required for this page to work as expected. ActionEnd user or administrative action required. There is already a record in the database with the same e-mail address and the same address type. To update this address, the end user goes back to the Update E-mail Addresses - Select Address page. He then selects t he link for the e-mail address to update it. /n 55Banner Web General User Guide |Technical Reference Web page fields This page contains the following fields. ItemDescription Directory Options Rule Form (GOADIRO) For each Directory Item, enter values for the following fields: Display Sequence (number) --Designates the order in which the directory profile items appear on the page. Items with a lower number will appear before items with a higher number. Gaps between numbers will not cause blank spaces to appear on the page. Display in Directory ŒAllows the institution to specify whether the particular directory item should be included in the Student directory, the Employee directory, the Alumni directory, or all directories. Update in Profile ŒIf selected, the user can control whether the directory item is included for publication in the campus directory by checking and clea ring the item on the Directory Profile page. If the indicator is cleared, the user cannot prevent the item from being included in the campus directory. Display in Profile ŒIf selected, the directory item should be displayed on the Directory Profile page and included in the campus directory. Default to Directory ŒIf selected, the item will automatically be included in the campus direct ory, even if a user does not create a directory profile on the page. ItemDescription/Source Information Address and Telephone Display Directory profile items identified as either an Address or Telephone Item Type must have search hierarchies defined on GOADIRO. This hierarchy determines which address and telephone types will be searched in what order to find a currently active address or telephone information from the Banner database. The first address and telephone found in the specified hierarchy is displayed on the page. If an address or telephone cannot be found among the types specified in the hierarchy, Not Reported appears on the page. E-mail Addresses DisplayThe directory profile will display all active e-mail addresses that exist for the user. The e-mail address type for each e- mail address appears in parentheses. /n 56Banner Web General User Guide |Technical Reference Updates to BannerThis page updates Banner as follows. College AffiliationA College Affiliation is displayed for users with the STUDENT Self-Service role only. It is the description of the college designated as Primary from the most recent general student record as reported on the General Student Form (SGASTDN). Expected Graduation Year An Expected Graduation Year is displayed for users with the STUDENT Self-Service role only. It is the expected graduation date from the most recent general student record as reported on the General Student Form (SGASTDN). If no date exists, Not Reported will appear. Employee Position Title Employee Department Employee Position Title is displayed for users with the EMPLOYEE Self-Service role on ly. It is the position title description for the currently active jobs reported in the Title field on the Employee Jobs Form (NBAJOBS). Employee Department appears in parentheses next to the position title description. Maiden NameDisplayed for users with t he ALUMNI Self-Service role only. It is the Birth Name field on the Constituent/Organization Form (APANAME). Class YearDisplayed for users with the ALUMNI Self-Service role only. It is the Preferred Class Year field on the Constituent Information Form (APACONS). Preferred CollegeDisplayed for users with the ALUMNI Self-Service role only. It is the Preferred College field on the Consti tuent Information Form (APACONS). ItemDescription Directory Profile RecordA directory profile record will no t be created in the Banner database until the user submits an update on the Directory Profile page. Once the directory profile record is created, additional updates will modify th e existing record. The User ID is the Oracle Web Server Agent for all changes made on the page, and the Activity Date id entifies the date of the most recent change. ItemDescription/Source Information /n 57Banner Web General User Guide |Technical Reference Links to other Web pages This page contains the following links to other Web pages. Buttons/icons on this page This page contains the following buttons/icons. Web menus with links to this page The following menus contai n links to this page. View Emergency Contacts (bwgkoemr.P_ViewEmrgContacts) All existing emergency contact information for the user will appear in ascending priority order. If no emergency contacts exist, the message No Emergency Contact Information found is shown. This Link ActionE-mail address If the e-mail address is displayed as a hyperlink, launches the user™s e-mail program with the person™s e- mail address. Update Addresses and Phones Goes to the Update Addresses - Select Type page (bwgkogad.P_SelectAtypUpdate ).Name Change InformationGoes to the Name Change Information page (bwgkoinf.P_DispUpdName ).Update E-mail AddressesGoes to the Update E-mail Addresses - Select Type page ( bwgkogad.P_SelectEmalUpdate ).Button/IconAction Submit ChangesGoes to the Personal Information Menu (bmenu.P_GenMnu ).ResetDeletes the choices the user has made and returns to the default settings. Menu name Menu URL Personal Information Menu bmenu.P_GenMnu/n 58Banner Web General User Guide |Technical Reference Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. Web menus with links to this page The following menus contai n links to this page. ItemDescription/Source Information Existing emergency contact information Emergency contact information from the Emergency Contact Form (SPAEMRG) or the Emergency Contact window of the Identification forms (e.g., SPAIDEN). This Link ActionUpdate Emergency Contacts Goes to the Update Emergency Contacts - Select Contact page ( bwgkoemr.P_SelectEmrgContacts ).Menu name Menu URL Personal Information Menu bmenu.P_GenMnu/n 59Banner Web General User Guide |Technical Reference Update Emergency Contacts - Select Contact (bwgkoemr.P_SelectEmrgContacts) Two Self-Service pages are involved in updating emergency contact information. A user can update an existing emergency contact by selecting the name link displayed, or they can enter a new contact by selecting the New Contact link. After selecting a new or existing contact, the user goes to the Update Emergency Contacts page. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page does not update information in the Banner database. Links to other Web pages This page contains the following links to other Web pages. ItemDescription/Source Information Emergency contact information Existing emergency contact information from the Emergency Contact Form (SPAEMRG) or the Emergency Contact window of the Identification forms (e.g., SPAIDEN). This Link ActionName Goes to the Update Emergency Contacts page (bwgkoemr.P_DispEmrgFormPidm ) with the fields filled in with the values for the selected contact. Access Emergency Contacts Goes to the Emergency Contacts page (bwgkoemr.P_ViewEmrgContacts )./n 60Banner Web General User Guide |Technical Reference Web menus with links to this page The following menus contai n links to this page. Update Emergency Contacts (bwgkoemr.P_UpdateEmrgContacts) Two Self-Service pages are involved in updating emergency contact information. A user indicates whether they want to update an existing emergency contact or create a new one on the Update Emergency Contacts - Select Contact page. The Update Emergency Contacts page displays the information for an existing contact. If a new contact was chosen, the user can enter the new information on the page. If the user chose to update and existing one, they can change the contact information itself or its priority number, or they can delete it. Minimum Banner databas e requirements will be enforced for entering information for a new contact. Contact Priority Numbers If a contact is deleted, the priority numbers for the remaining contacts are updated automatically. The priority number for a contact can be changed, but not to a value greater than the maximum value for existing contacts. When the pr iority number of an existing contact is changed, and a contact already exists with th at priority number, the existing contact priority numbers will be reorder ed. This reordering will preserve the existing order - contacts with a fihigherfl priori ty (lower priority number) than other contacts will still have a fihigherfl priority after the reordering. For example, existing contact priority numbers are: 1 - Contact A 2 - Contact B 3 - Contact C The user changes the contact with priority 3 to priority 1. The contact numbers are reordered as follows: 1 - Contact C 2 - Contact A 3 - Contact B If the user deletes an emergency contact, any existing contacts with a filowerfl priority (higher priority number) will be reordered to use the deleted contact™s number. Menu name Menu URL Personal Information Menu bmenu.P_GenMnu/n 61Banner Web General User Guide |Technical Reference For example, existing contact priority numbers are: 1 - Contact W 2 - Contact X 3 - Contact Y 4 - Contact Z The user deletes the contact with priority 2. The contact priority numbers are reordered as follows: 1 - Contact W 2 - Contact Y 3 - Contact Z When a user enters a new cont act, its priority will automatica lly be assigned by adding 1 to the lowest priority contact (highest number). Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. ItemDescription/Source Information Emergency contact information Existing emergency contact information from the Emergency Contact Form (SPAEMRG) or the Emergency Contact window of the Identification forms (e.g., SPAIDEN). ItemDescription Emergency contact records. Minimum Banner database requirements for emergency contact information are a priority number and a name. Relationship, address and phone information are optional. Changes and additions will be displayed on the Emergency Contact Form (SPAEMRG) and the Emergency contact window of the Identification Forms (e.g., SPAIDEN). See fiContact Priority Numbers,fl above. /n 62Banner Web General User Guide |Technical Reference Links to other Web pages This page contains the following links to other Web pages. Buttons/icons on this page This page contains the following buttons/icons. Web menus with links to this page The following menus contai n links to this page. Web Page Fatal/Warning Error This page contains the fo llowing fatal/warring errors. This Link ActionView Emergency Contacts Goes to the View Emergency Contacts page (bwgkoemr.P_ViewEmrgContacts ).Button/IconAction Submit ChangesGoes to the Update Emergency Contacts page (bwgkoemr.P_SelectEmrgContacts ).ResetDeletes the choices the user has made and returns to the default settings. Select An Emergency Contact to Update Goes to the Update Emergency Contacts page (bwgkoemr.P_SelectEmrgContacts ). This button appears only when an error has occurred during an update. Menu name Menu URL Personal Information Menu bmenu.P_GenMnuMessage Contact order must be between 1 and . You entered . Sourcebwgkoem1.sql Procedure bwgkoemr.P_UpdateEmrgContacts /n 63Banner Web General User Guide |Technical Reference Update Marital Status (bwgkogad.P_SelectMtypUpdate) The user's current mari tal status will visible in the pu ll-down list. The appropriate change can be selected for the marital status descriptions that are available when the user displays the complete lis t. After changing their marital st atus, the user will be returned to the menu and the message fiYour marital status has been successfully changedfl appears. Setup requirements This page has no setup requirements. ActionEnd user or administrative action required. The end user tried to change the contact priority for an existing contact to a number that is greater than the highest number for an existing emergency contact. The end user is permitted only to specify a new number within the range of existing contacts, which will reorder them as described in the Updates in Banner section above. Message Contact order must be a number. You entered . Sourcebwgkoem1.sql Procedure bwgkoemr.P_UpdateEmrgContacts Action The end user entered a value other than one through eight for the contact priority. Although the database can accommodate nine emergency contact records, the page does not permit the end user to specify nine because of the method and logic used to reorder contacts. Message Errors occurred. Please try again. One or more of the following messages may be displayed, depending on the information entered by the end user: * Address line 1 must be entered * City must be entered * State and ZIP code, or country must be entered Sourcebwgkoem1.sql Procedure bwgkoemr.P_UpdateEmrgContacts Action End user or administrative action required. The data entered by the end user did not meet the minimum Banner database requirements to create the address portion of an emergency contact record. /n 64Banner Web General User Guide |Technical Reference Web page fields This page contains the following fields. Updates to BannerThis page updates Banner as follows. Buttons/icons on this page This page contains the following buttons/icons. Web menus with links to this page The following menus contai n links to this page. ItemDescription/Source Information Marital Status All marital status descriptions that have been defined in the Marital Status Code Validatio n Form (STVMRTL) will display in the pull-down list presented to the user. ItemDescription Marital Status The Marital Status field on the General Person Form (SPAPERS) will be updated with the change made by the user. Activity Date The Activity Date field in SPAPERS will be updated with the current date when a user updates their marital status. Button/IconAction Update Marital StatusGoes to the Personal Information Menu ( bmenu.P_GenMnu ).ResetDeletes the choices the user has made and returns to the default settings. Menu name Menu URL Personal Information Menu bmenu.P_GenMnu/n 65Banner Web General User Guide |Technical Reference Name Change Information (bwgkoinf.P_DispUpdName) This page presents the user with the institution's policies and procedures for requesting a name change. The content of the page is composed solely of Info Text. Information Text includes a link to Social Secu rity Online, a service of the Social Security Administration, and its icon. This image is inserted into the TWGBIMAG table. From the Name Change Information page, users can use a link to access Social Security Online directly. There users can download a form (Form SS-5) to fill out when they need to replace a lost Social Security card, request a new card, or change the name that appears on the card. Note: The Social Security Online link and image are applicable only within the United States. You can delete this link and its associated Info Text by perform ing the following steps: Note: Before making changes to Inform ation Text, you must first have copied the Baseline Information Text records to Local. See fiBaseline and Local Recordsfl in Chapter 5 of the Banner Web Tailor User Guide for more information. 1.Logon to the Web with a Web Tailor Administrator role. 2.From the Main Menu, select Web Tailor Administrator .3.From the Web Tailor menu, select Information Text .4.From the Selection Info rmation Text, select bwgkoinf.P_DispUpdName to customize the page. Select Customize Information Text .5.From the Reorder or Customize Information Text page, select sequence number 5. (Select the label for this Info Text entry.) 6.On the Customize the Selected Information Text Entry page, verify that the correct Info Text is displayed. The Info Text for the displayed entry appears as follows: Social Security Online allows you to update your Social Security Card information. 7.Select Delete this Entry ./n 66Banner Web General User Guide |Technical Reference Setup requirements The following setup is required for this page to work as expected. Web page fields This page does not contain any fields. Updates to BannerThis page does not update information in the Banner database. Web menus with links to this page The following menus contai n links to this page. Social Security Number Change Information (bwgkoinf.P_DispUpdSSN) This page presents the user with the institution's policies and procedures for requesting a social security number change. The content of the page is composed solely of Info Text. Info Text includes a link to Social Security Online, a service of the U.S. Social Security Administration, and an icon for Social Securi ty Online. This image is inserted into the TWGBIMAG table. New SSN LinkFrom the Social Security Number Change Information page, users can use a link to access Social Security Online directly. There users can download a form (Form SS-5) to ItemDescription bwgkoinf. P_DispUpdName Label: DEFAULT, Sequence 1,2,3,4,5 and 6 Info Text must reflect your institution™s policies and procedures for submitting a name change. Menu name Menu URL Personal Information Menu bmenu.P_GenMnu/n 67Banner Web General User Guide |Technical Reference fill out when they need to r eplace a lost Social Security card, request a new card, or change the name that appears on the card. Note: The Social Security online link and image are applicable only within the United States. You can delete this link and its associated Information Text by performing the following steps. Note: Before making changes to Inform ation Text, you must first have copied the Baseline Information Text records to Local. See fiBaseline and Local Recordsfl in Chapter 5 of the Banner Web Tailor User Guide for more information. 1.Log onto the Web with a Web Tailor Administrator role. 2.From the Main Menu, select Web Tailor Administrator .3.From the Web Tailor menu, select Information Text .4.From the Selection Info rmation Text, select bwgkoinf.P_DispUpdName to customize the page. Select Customize Information Text .5.From the Reorder or Customize Information Text page, select sequence number 5. (Select the label for this Info Text entry.) 6.On the Customize the Selected Information Text Entry page, verify that the correct Info Text is displayed. It appears as follows: Social Security Online allows you to update your Social Security Card information. 7.Select Delete this Entry .Setup requirements The following setup is required for this page to work as expected. Web page fields This page does not contain any fields. ItemDescription bwgkoinf. P_DispUpdSSNLabel: DEFAULT, Sequence 1, 2, 3 and 4 Info Text must reflect your institution™s policies and procedures for submitting a social security number change. /n 68Banner Web General User Guide |Technical Reference Updates to BannerThis page does not update information in the Banner database. Web menus with links to this page The following menus contai n links to this page. Change PIN (twbkwbis.P_ChangePin)To change a PIN, the user accesses this page from the Personal Information menu, then types and confirms the new PIN. After a PIN has been successfully changed, the user must use the new PIN for the next logon. A PIN may be changed at any time by a user. It may be required on a specific date or after a certain period of time if the institution uses PIN expiration dates and the expiration date has been reached. Setup requirements This page has no setup requirements. Web page fields This page contains the following fields. Menu name Menu URL Personal Information Menu bmenu.P_GenMnuItemDescription/Source Information Enter Old PIN PIN field on the Third Party Access Form (GOATPAC) and the Third Party Access Audit Form (GOATPAD) in Banner General. As the user enters the PIN, as terisks (*) display protect the privacy of the information. Enter New PINThe user enters a PIN of their choice. As the user enters the new PIN, asterisks () disp lay to protect the privacy of the information. Re-enter New PINThe user verifies the new PIN by re-entering the same value entered in the Enter New PIN field. As the user re-enters the new PIN, asterisks () disp lay to protect the privacy of the information. /n 69Banner Web General User Guide |Technical Reference Updates to BannerThis page updates Banner as follows. Buttons/icons on this page This page contains the following buttons/icons. Web menus with links to this page The following menus contai n links to this page. Veteran Classifications (bwgkvets.P_DispClass) The Veteran Classifications page is used to report the following Veteran information: ŁI identify as one or more of the clas sifications of prot ected veteran listed. ŁEnter a Date of Discharge with the past three years ŁDisabled Veteran ŁActive wartime or campaign badge veteran ItemDescription Current PIN Information -- PIN, User ID and Activity DateThe PIN field in the Third Party Access Form (GOATPAC) and the Third Party Access Audit Form (GOATPAD) is updated with the new PIN. Also, the User ID recorded with the change is updated to the name of the Oracle Web Server Agent, and the Activity Date is updated to the current date. PIN History InformationThe previous PIN in formation used to lo gon to the current session (PIN, User ID and Activity Date) is moved to the PIN History display information in the GOATPAD form. Button/IconAction Change PIN Goes to the Personal Information Menu (bmenu.P_GenMnu ).ResetDeletes the choices the user has made and returns to the default settings. Menu name Menu URL Personal Information Menu bmenu.P_GenMnu/n 70Banner Web General User Guide |Technical Reference ŁArmed Forces Service Medal Veteran ŁI am a protected veteran, but I choose not to self-identify the classification to which I belong ŁI am not a protected veteran ŁI am not a veteran Setup requirements This page has no setup requirements. Web page fields This page contains the following fields all defined by Web Tailor Information Text associated with the bwgkvets_new.P_DispClass package. Note: Typically, only NOTICE /2 needs to be modified. LABELSequenceUsage/text DEFAULT 1,2,3Defines 'introductory text'. ERR_DATE1 Error Message: ERROR* The date is not valid. The format is <VALUE1>. ERR_NOPROT1 Error Message: E RROR You cann ot select a disability option unless you are claiming a protected status. ERR_PROT1 Error Message: ERROR If you are claiming a protected status, then you must specify at least one option. ERR_STATUS 1 Error Message: ERROR Invalid Disability Status. MSG_DISCHARGE1 Field Label: Date of Discharge <VALUE1>. MSG_OK1Informational Message: Your change was saved successfully. NON_IDENTIFY1 Classification #2: I am a protected veteran, but I choose not to self-identify the classification to which I belong. NOTICE 1The 'reasonable accommodation notice'. NOTICE2Entry to easily allow local customization and replacement of the delivered text for: Please refer to this organization's affirmative action program for more information. /n 71Banner Web General User Guide |Technical Reference Updates to BannerThis page updates Banner as follows. Buttons/icons on this page This page contains the following buttons/icons. NOT_A_VET1Classification #4: I am not a veteran. NOT_PROT_VET1Classification #3: I am not a protected veteran. PROTECTED_VET1Classification #1: I identify as one or more of the classifications of pr otected veteran listed. Note: If the Date of Dischar ge is within the past three years and this option is selected, then you are selecting a classification as a 'recently separated veteran'. PROT_OPT_11Option #1 under 'Protected Veteran Status': Disabled Veteran. PROT_OPT_21Option #2 under 'Protected Veteran Status': Active wartime or campaign badge veteran. PROT_OPT_31Option #3 under 'Protected Veteran Status': Armed forces service medal veteran. ItemDescription Veteran Classification information Stored data to SPBPERS table. Button/Icon Action Submit Saves the values to Banner and returns the user to the Personal Information menu. ResetDeletes the choices the user has made and returns to the default settings. LABELSequenceUsage/text /n 72Banner Web General User Guide |Technical Reference Disability Status (bwgkdisb.P_DispDisab) The Disability Status page allows the empl oyees and applicants to self-identify their disability status. This information is ca ptured for review on the General Medical Information (GOAMEDI) form and the institution can then eas ily collect the information entered by employees and can use it fo r user defined reporting as required. The disabilities include, but are not limited to:ŁBlindness ŁDeafness ŁCancer ŁDiabetesŁEpilepsy ŁAutismŁCerebral palsy ŁHIV/AIDS ŁSchizophrenia ŁMuscular dystrophy ŁBipolar disorder ŁMajor depression ŁMultiple sclerosis (MS) ŁMissing limbs or partially missing limbs ŁPost-traumatic stress disorder (PTS) ŁObsessive compulsive disorder ŁImpairments requiring the use of a wheelchair ŁIntellectual disability (previously called mental retardation) Setup requirements The following setup is required for this page to work as expected. /n 73Banner Web General User Guide |Technical Reference Web page fields This page contains the following fields. In addition, the following is defined by We b Tailor Information Text associated with the bwgkdisb.P_DispDisab package. ItemDescription Disability Type Code Validation Form (STVDISA)New disability codes (DN, DY, NA) are added to STVDISA. However, in the event that you are currently using any of the new disability codes, you can cr eate your own values which will then be picked up by the Disability Status Page. These codes will then be associated with DISABSURV on the GORMEDR form. In addition, GTVSDAX entries SURVEY/DISABILITY will be used to define the sequence in which the web page will display the responses. Note: If you are using different values than delivered (i.e. DY, DN, NA) you will have to update the Info Text and GTVSDAX entries to match your own values. ItemDescription/Source Information NO, I DON™T HAVE A DISABILITY Select this check box if y ou do not have any disability. YES, I HAVE A DISABILITY (or previously had a disability) Select this check box if you have a disability now or had it in the past. I DON™T WISH TO ANSWER Select this check box if you do not wish to answer the question. LABELSequenceUsage/text DEFAULT1,2 Defines 'i ntroductory text'. DN1Option: NO, I DON'T HAVE A DISABILITY. DY1Option: YES, I HAVE A DI SABILITY (or previously had a disability). HELP1The reasonable Accommodation Notice. MSG_SUCCESS1 Informational Mess age: Your change was saved successfully. /n 74Banner Web General User Guide |Technical Reference The prompts associated with the official answers are too short on the STVDISA table. Therefore, Info Text has been utilized to indicate the full text. Assuming you are using the standard STVDISA values of DN, DY, and NA, no changes are needed. However, if you have different values than the delivered valu e, then you must enter your custom values and associated prompts as Info Text ent ries for the bwgkdisb.P_DispDisab page. Note: The INB forms will still show the ST VDISA translations, but Self- Service will use Info Text associated with the STVDISA values, unless it does not exist, in which case it will use the STVDISA translations. To determine your specific setup, refer to the Info Text associated with the delivered values.The order of the prompts are dete rmined by GTVSADX entr ies for CODE: SURVEY and GROUP: DISABILITY. Assuming you are using the standard STVDISA values of DN, DY, and NA, no changes are needed. However, if you have different values than the delivered values, you must enter your values as the External Code and the Sequence number associated with the value as it should appear on the page. Note: If the sequences are not created pr operly, then the prompts will be listed in alphabetical code by the code value. To determine your specific setup, refer to the GTVSDAX entries associated with the delivered values. Note: If there are no rows on GORMEDR for DISABSURV or if a value for the Disability Type on the person is not a value listed on GORMEDR, then an error will be displayed Œ Info Text (NODATA). Note: The bulleted items (i.e. Blindness, etc.) may appear too small in the cascade UI based upon the app_override.css setting for unordered lists MULTI_SELECT1Error Message: ERROR Multiple options chosen. No update was performed. NA1Option: I DON'T WISH TO ANSWER. NODATA1Error Message that will be displayed if there are no valid GORMEDR rules found for DISABSURV or an invalid value is found on GOAMEDI: The Disability Status update process is not currently available. NO_SELECT1Error Message: ERROR No options chosen. No update was performed. NO_UPDATE1Error Message: ERROR No update was performed. LABELSequenceUsage/text /n 75Banner Web General User Guide |Technical Reference (e.g.

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