General

GENERAL
Personal Data Change Protocol
16/OCT/08
     
How to log in to Banner
Banner for admin website
     
How to repair multiple PIDMs or delete a PIDM (GZIPRPI and GZRPRMD)
05/APR/07
     
How to record e-mail addresses (GOAEMAL)
08/APR/09
 
How to change your Oracle password (GUAPSWD)
13/NOV/06
     
Field descriptions for GUASYST  
How to maintain user preferences (GUAUPRF)
17/JAN/07
     
How to update address, phone number & emergency contact information (GYAADDR) 09/MAY/07
How to view, modify or create a person (GYAIDEN) 10/APR/07
How to search for a person (GVIFIDN) 18/APR/05  
How to list tables in which a person appears (GZIFCOL) 30/MAR/07      
IMAGING
How to scan, index, query and retrieve using AX Document Manager
23/NOV/06
     
How to query and print documents with AX Web Access
13/NOV/06
     
How to view imaged documents with AX Web Access
   
How to install AX Web Access 5.3
13/NOV/06
     
How to use AX Web Access for HR personnel
31/MAY/06
   
 
Finance
ACCOUNTS PAYABLE
How to query an invoice (FAIINVE) 13/NOV/06    
ACCOUNTS RECEIVABLE
How to display all Active and Inactive Cashiering Sessions (TGACSPV)
15/MAY/01
 
How to enter Miscellaneous Charges and Payments (TFAMISC)
15/MAY/01
 
How to research Detailed Items on an Account (TFADETL)
15/MAY/01
 
How to create or maintain Customer Profiles (TGACPRF)
15/MAY/01
 
How to create Detail Codes (TFADETC)
15/MAY/01
 
APPROVALS
How to use the Document Approval Form (FOAAINP) 10/DEC/03  
How to use Approvals Notification (FOIAINP)
10/DEC/03
 
How to view Unapproved Documents (FOAUAPP)
10/DEC/03
BUDGET STATUS
How to view Detail Transaction Activity (FGITRND)
10/DEC/03
 
How to view Budget Summary (FGIBSUM)
11/DEC/03
   
How to view Budget Status by Account (FGIBDST)
11/DEC/03
   
DEPOSITS
How to Process Canadian Deposits (FGADCSR)
12/NOV/06
How to Process Foreign Deposits (FGADCSR)
12/NOV/06
 
How to Process U.S. Dollar Deposits (FGAJVCD)
12/NOV/06
ENDOWMENT FUNDS
How to view MIP unit rates (FNMUCTR) 15/APR/04    
Endowment Fund Inquiry (FNMENDW) 05/MAR/08    
Endowment Fund History (FNIEBAL) 05/MAR/08    
How to create and maintain a Manual Encumbrance (FGAENCB)
How to complete or delete a Manual Encumbrance (FGAENCB)
04/MAR/08
05/MAR/08
   
How to Query the balance of a fund (FGIBDST) 04/MAR/08    
How to look up a currency exchange rate (GUACURR) 05/MAR/08    
FOAPAL
How to search for a FOAPAL code (FTVFUND, FTVORGN, FTVACCT, FTVPROG, FTVACTV, FTVLOCN) 13/NOV/06    
FUNDS
How to search for all funds under a financial manager (FZIFMFD)    
How to query fund information (FTMFUND)    
How to view FZHFUND DEC/03      
GRANTS
How to view Grant Inception to Date (FRIGITD)
11/DEC/03
   
How to view Grant Detail Transactions (FRIGTRD)
15/MAY/01
   
How to Query Grant Codes (FRIGRNT)
11/DEC/03
   
PURCHASING
How to Process a Purchase Requisition (FPAREQN)
12/NOV/06
How to Inquire Purchase Requisition (FPIREQN)
11/DEC/03
   
How to Cancel a Purchase Requisition (FPARDEL)
10/DEC/03
   
How to view Cheque Payment History (FAICHKH)
11/DEC/03
   
How to view Document History (FOIDOCH)
12/NOV/06
 
How to query a purchase order (FPIPURR) 10/DEC/03    
How to query vendors, grant personnel, financial managers and agencies (FTIIDEN)    
OTHER
How to Process Interdepartmental Charge (FGAJVCQ)
12/NOV/06
How to review Document Postings (FGIDOCR)
12/NOV/06
 
 
Student
ACADEMIC HISTORY
How to view and query a student's course record (SHACRSE) 05/DEC/03  
How to update learner outcome (SHADEGR) 04/DEC/06  
How to approve graduation for faculty on Minerva's Graduation Menu 28/SEP/05      
How to enter or change a Standing Decision (SHAINST)
14/MAR/01
 
How to enter a supplemental course and its grade in academic history (SHAINST)
04/MAR/03
     
How to change a Repeat Indicator on a Course (SHATCKS)
14/MAR/01
     
Field descriptions for SHATCKN
 
How to change a Student's Grade (SHATCKS)
14/MAR/01
     
How to enter transcript comments (SHATCMT) 01/JUN/07
How to enter transfer work information (SHATRNS) 17/OCT/05
How to view or query academic standing information (SHASTAT) 05/DEC/01  
How to view course and GPA information by term (SHATERM) 17/JAN/03      
ACADEMIC PROGRAM CURRICULUM RULES
How to define a program rule (SMAPRLE) 29/JAN/01      
How to view or create curriculum rules (SOACURR)
29/JAN/01
 
ADMISSIONS
How to track entrance scholarship applications on Minerva Web 29/AUG/02    
How to process an admission deferral    
How to process an admission term change    
How to process an admission program change    
How to view, create or update admission applications (SAAADMS) 26/FEB/07  
   The following forms are also included in the above document:
   -  SAASUMI (see above document)
   -  SOAGPAT (see above document)  
   -  SOASUPL (see above document)  
   -  SAAQUAN (see above document)  
   -  SOATEST (see above document)  
   -  SOAHSCH (see above document)  
   -  SOAPCOL (see above document)  
   -  SOAPCOQ (see above document)      
   -  SAAACKL (see above document)  
How to enter admissions decisions and manage correspondence (SAADCRV) 30/MAR/07  
   The following forms are also included in the above document:
   -  SAADCBT (see above document)    
   -  SUAMAIL (see above document)  
How to record Yearly Information for a Background Institution (SOABGIY)
13/JUN/01
   
How to record General Information for a Background Institution (SOASBGI)
12/JUN/01
 
Field descriptions for SOAPCSM
 
Field descriptions for SOASBSM
 
How to query Background Institution Information (SOISBGI)
12/JUN/01
 
How to create and maintain Background Institution Codes (STVSBGI)
28/APR/04
   
How to enter external ID information for an applicant or student on the web (SWFEXID) Minerva online help    
How to view and update school mailings on the web (SWFMAIL) 08/OCT/02    
How to address documents in suspense 08/MAR/07      
   The following forms are also included in the above document:
   -  SZQMTCH (see above document)    
   -  SZAEAPS (see above document)    
   -  SZAEIDN (see above document)    
   -  SZAETBL (see above document)    
CAPP (CURRICULUM ADVISING PROGRAM PLANNING)
How to substitute a course requirement for a student (SMASADJ)
How to to target a course for a student (SMASADJ)
How to waive a course requirement for a Student (SMASADJ)
How to make student adjustments for targets, waivers and substitutions (SMASLIB and SMASADJ)
31/MAR/03
How to make student program adjustments (SMASPRG and SMASLIB)
06/MAY/03
How to change program required credits (SMASPRG)
CATALOG
How to enter Course Data (SCABASE)
12/MAR/01
 
How to query Course Data in the Banner Catalog (SCACRSE)
12/JUN/01
How to query Specific Details of a Course (SCADETL)
14/SEP/01
 
How to query Test Score & Prerequisite Restrictions (SCAPREQ)
13/SEP/01
 
How to query Course Registration Restrictions (SCARRES)
14/SEP/01
 
How to query Schedule Restrictions (SCASRES)
14/SEP/01
 
How to enter College/Department Text (SCATEXT)
12/MAR/01
     
CLASS SCHEDULE
Roomtable - list of rooms available for academic purposes
(Maintained by ARR)
     
Roombooking procedures (Maintained by ARR)      
Field descriptions for SSABLCK  
How to build & maintain Class Schedules for Transcript courses (SSASECT) 02/NOV/06  
How to build & maintain Class Schedules for Non-transcript courses (SSASECT) 16/MAR/07      
Fields That Determine Section Schedules (SSASECT) 18/DEC/06      
How to query Schedule Section Information (SSASECQ) 22/MAY/07      
Field descriptions for (SSASYLB)
 
How to view class lists using Minerva Web for Administrators 20/AUG/02      
How to view class lists using Minerva Web for Instructors 30/JUL/01      
How to query Faculty (Instructors) (SIAASGQ) 12/SEP/01      
How to query Faculty (Instructors) (SIAIQRY) 12/SEP/01      
How to query Faculty (Instructors) (SIAFAVL) 12/SEP/01      
How to find a room in schedule (SLQMEET) 16/MAR/07      
How to query Faculty (Instructors) (SOAFAVQ) 12/SEP/01      
How to query Block Schedule Section Information (SSABSCQ) 14/SEP/01      
How to create & maintain Detail Schedule Information (SSADETL) 01/JUN/01  
How to query Section Information for all Scheduled Building/Room(s) (SSAMATX) 20/MAR/07  
How to Override Catalogue Values (SSAOVRR) 28/MAY/01      
How to maintain Test Scores & Prerequisite Restrictions (SSAPREQ) 06/SEP/01  
How to enter & maintain Registration Restrictions for Specific Sections of a Course (SSARRES) 04/JUN/01      
How to create & maintain Comments Associated with a Course Section (SSATEXT) 29/MAY/07  
How to query Cross List (SSAXLSQ) 06/SEP/01      
How to query Cross List Meeting Time & Instructor Information (SSAXMTI) 01/SEP/01  
How to verify and override room conflicts (SSAMATX, SSASECT)      
CONVOCATION / DIPLOMA
How to create convocation ceremony attendance records (SHACATT) 15/JUN/04      
How to keep convocation ceremony records (SHACRMY) 15/JUN/04      
How to maintain diploma information (SHADIPL) 15/JUN/04      
GRADING
How view class rosters and enter grades (SFASLST) 14/APR/04  
LOCATION MANAGEMENT
How to define and maintain building data (SLABLDG) 29/NOV/02      
How to query buildings (SLABQRY) 29/NOV/02      
How to create and maintain assessment rules for dorm, meal and phone assignments (SLALMFE) 29/NOV/02      
How to define and maintain room data (SLARDEF) 29/NOV/02      
How to enter housing application information (SLARMAP) 09/JAN/01      
How to query dorm room assignments (SLARUSE) 15/NOV/02      
How to update and query non-course room bookings (SLAEVNT) 18/DEC/06
How to query available dorm rooms (SLASGNQ) 07/NOV/02      
How to assign rooms and process housing assesments (SLARASG) 07/NOV/02      
How to find a room in location mangement (SLIAEVN) 07/JUL/02      
How to find bookings in location management (SLQEVNT) 07/JUL/02      
How to query section information for all buildings/rooms (SSAMATX) 03/JUL/02      
How to extract a file from Banner to Excel    
RECRUITING
How to quick-recruit a prospective student (SRAQUIK) 10/APR/07 How to quick-recruit a prospective studentHow to quick-recruit a prospective student (no defaults)
How to maintain information on recruits (SRARECR) 15/JUN/04      
STUDENT ACCOUNTS
Review transactions and close a cashiering session (TGACREV)
16/MAR/07
   
How to display all Active and Inactive Cashiering Sessions (TGACSPV)
15/MAY/01
     
Field descriptions for TSAACCT  
How to review student accounts (TSAAREV) 23/APR/03  
Field descriptions for TSACONT  
Field descriptions for TSAEXPT  
Field descriptions for TSADETC  
Entering, modifying and reversing charges (TSADETL) 16/MAR/07
Entering charges on multiple student accounts (TSAMASS) 16/MAR/07
Field descriptions for TSICSRV
How to set a printer destination when generating receipts (TOADEST) 16/MAR/07
STUDENT RECORD & COURSE REGISTRATION
How to register a student (SFAREGS) 27/FEB/03  
How to create a new effective term in Banner (SFAREGS, SGASTDN) 08/JAN/07  
Updating non-transcript curricula information (SAAQUIK) 17/JAN/07  
Additional Student Information Form (SGASADD) 12/FEB/01      
How to query a student's Academic Program information and Classification (SGASTDN) 27/FEB/03  
General Student Audit Form (SYIGSTA) 28/AUG/02      
REPORTING
How to view student reports using Minerva Web 26/AUG/02      
SUPPLEMENTAL DOCUMENTS
Legend of Classification Codes and Attributes      
Student Program and Registration forms: Comparison of IMS forms and Banner forms      
Standards for searching for Categories of Programs      
Academic Program Types      
Legend of Major and Minor codes and their descriptions      
Definitions of Base Curriculum & Curriculum Rules (characteristics of an academic program)      
How to extract a file from Banner to Excel    
 
Banner Student Aid for Canada (BSAC)
BSAC
How to create, maintain and view Institutional Financial Aid Awards data (KVAAWRD)
27/OCT/08  
How to search for available Aid Fund codes (KZIFDQY)
27/OCT/08  
Submit Financial Aid Awards for processing (Faculty and Departmental staff)
01/FEB/10  
SUPPLEMENTAL DOCUMENTS
Aid Fund status codes Fund Status Codes 27/OCT/08      
How to view student awards (for Student Aid Office Staff) View Student Awards 27/OCT/08      
How to assign bursaries Assigning Bursaries 27/OCT/08      
Aid Fund code naming convention Naming Convention 27/OCT/08      
Aid Fund property codes Property Codes 27/OCT/08      
How to disburse loan Aid Funds Property Codes 27/OCT/08      
How to process scholarships Property Codes 27/OCT/08      
How to split/assign awards Property Codes 27/OCT/08      
How to view and assign loan Aid Funds (Fund administrators) Property Codes 27/OCT/08      
 
Human Resources
HR
How to add, update or search for a Person (PPAIDEN)
04/MAR/03      
How to create or maintain an Employee (PEAEMPL)
04/MAR/03  
How to associate a telephone number to a person (PPATELE)
05/MAR/03  
Field descriptions for PYALEAV    
Field descriptions for PYIESUM    
Field descriptions for PEAFACT    
Guide to Position Numbering (NBAPOSN) 19/JAN/07  
Querying Banner forms for HR
19/JAN/07      
How to access & view job details (NBAJOBS)
19/JAN/07
Field descriptions for NYAJOBS  
Field descriptions for NYAJREC
 
Field descriptions for NYIRLST
 
PAYROLL
Note: POPS documentation can be found by logging into the HR Administrators tab of the HR website and choosing Tools > POPS software.
How to Review and Delete POPS Transactions (PYAPOPS) 21/OCT/04
How to view Payroll Distribution Data (NHIDIST)
19/DEC/03