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UCSC FIS Training Manual

Customizing Your FIS Banner Experience

Customizing Your FIS Banner Session using GUAUPRF and GUAPMNU

GUAUPRF (General User Preference Maintenance Form) gives you the ability to customize the overall look and feel of FIS Banner forms and menus, by changing color settings or adding personal web links from the main menu to frequently-used URLs or FIS Banner forms or reports.

Changing Your Color Settings

Adding Personal Links

GUAPMNU (My Banner Maintenance Form) lets you create a "My Banner" Folder on the General Menu page to directly select commonly used FIS Banner forms and reports from the main menu.

My Banner Folder


Note: Customization of these preferences only affects the individual user only.
Individual user multiple sessions will all have the same color scheme, personal links
and My Banner Folder contents.

 
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How To Customize Your FIS Banner Session Color Settings

  1. In the "Go To..." field of the Banner Menu Form, type GUAUPRF. Type <return>.

  2. The General User Preference Maintenance Form (GUAUPRF) will open, with Display Options tab appearing in front of Directory Options, My Links and Menu Settings tabs.


    Note: FIS recommends that users do not make any changes to the Directory Options or Menu Settings tabs. The LDAP tab is inactive)

 

 
  1. To change Canvas Colors for Form Canvas, Menu Links Canvas, Broadcast Message Canvas or other canvas settings, change the default values in the User Interface Color section to your preferred user value, as follows:

    • Key F9 List of Values or click on the User Values icon to the right of the existing color description code you wish to change (e.g.Canvas r255g255b255). A Select Color window will appear:




    • Click on the color swatch of your choice (you may also choose a color via the HSB Hue/Saturation/Brightness tab or the RGB Red/Green/Blue tab). The preview panel will display sample text and canvas color of your choice.

    • Click "OK". The Select color window will close, and the User Value will now display the new RGB color code (e.g. r227g14b14).

    • Key [down arrow] Next Record or [down arrow] Previous Record to navigate through all User Interface Color Setting to make additional changes.

    • To return a Canvas Color to the original default setting, delete the contents of the User Value field, then key <Enter>. The original default value will display
       
  1. When your changes are completed, key F10 Save, Right Click - Save, or click on the Save icon to exit GUAUPRF and return to the General Menu. 
 
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How To Create Links to URLs or Favorite FIS Banner Forms or Reports on the General Menu


    You can add a total of 6 personal links to your general menu page. Each personal link will
    require both a Description user value and a URL user value or FIS Banner form or report name.

  1. In the "Go To..." field of the Banner Menu Form, type GUAUPRF. Type <return>.

  2. The General User Preference Maintenance Form (GUAUPRF) will open. Select the My Links tab.
 
 
  1. To add a Custom Web Link, enter a Personal Link Description and a Personal Link URL, as follows:

    • Type your Personal Link Description (e.g. Spamalot the Musical) in the FIRST Personal Link Description User Value field.





      Note: The "My Institution" web link description cannot be changed.


    • Type your Personal Link URL (e.g. http://www.montypythonsspamalot.com) in the FIRST Personal Link URL User Value field.



    • Key [down arrow] Next Record or [down arrow] Previous Record to navigate to other user value fields (e.g. Second Personal Link Description, Second Personal URL, etc.) to add additional link descriptions and URLs.
  1. To add a Favorite FIS Banner Form or Report, enter a Personal Link Description and a Personal Link URL, as follows:

    • Type your Personal Link Description (e.g FZRPOEL-Open Encumb Report) in the next available Personal Link Description User Value field.




    • Type your Personal Link Form or Report name (e.g.FZRPOEL) in the next available Personal Link URL User Value field.



    • Key [down arrow] Next Record or [down arrow] Previous Record to navigate to other user value fields (e.g. Second Personal Link Description, Second Personal URL, etc.) to add additional form or report descriptions and names.

  2. When your changes are completed, key F10 Save, Right Click - Save, or click on the Save icon .

  3. An alert message will display:



    Click OK to exit GUAUPRF and return to the General Menu. 

  4. After exiting and logging back into FIS Banner, test your links and modify as necessary by repeating Steps1-6 above.
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How To Create a Favorite Forms Folder on the General Menu Screen

  1. In the "Go To..." field of the Banner Menu Form, type GUAPMNU. Type <return>.

  2. The My Banner Maintenance Form (GUAPMNU) will open, with the cursor in the RIGHT-side Object field.
 
 

  1. Type in a Form or Report Name (e.g. FYAINVE), then <TAB> next field. The default Banner form or report name will automatically populate the Description Field (e.g. Direct Pay). You can change the default Banner form or report name to something more useful (e.g. "Direct Payment and PO-related Payment Form") by typing directly into the Description field and overwriting the default description, up to a maximum of 80 characters.




  2. Key [down arrow] Next Record to navigate to the next available Object/Description fields to enter additional favorite forms or reports.

  3. To remove an existing favorite form from your personal menu, select the specific Object form or report name, and type Shift F6 - Delete Record, or select Remove from the Record dropdown menu. The form or report and associated description will be removed.

  4. An alternate method to add favorite forms/reports your personal menu folder is to select from the Master List on the LEFT side of the GUAPMNU form, as follows:

    • To add a Form, Select Oracle Forms Module from the Type: dropdown menu, then click on the Sort icon to sort the form list alphabetically. Use the Arrow Up/Down keys [down arrow][] to scroll through form names, then double-click on your form's Object title (e.g. FOIAPHT). The Form Name and Description will turn blue. Click the Insert Icon to move your selected form to the Personal menu list on the right side of GUAPMNU.



    • To add a Report, Select Job Submission Object from the Type: dropdown menu, then click on the Sort icon to sort the report list alphabetically. Use the Arrow Up/Down keys [down arrow][] to scroll through report names, then double-click on your report's Object title (e.g.FZRYE104). The Report Name and Description will turn blue. Click the Insert Icon to move your selected report to the Personal menu list on the right side of GUAPMNU.




      Tip: You can query in the Object or Description fields by keying F7 - Enter Query (see Query Techniques).



      Note: The Delete Icon can be clicked to remove reports and forms from the Right fields.
      The Insert All Icon can be clicked for multiple selections from the left field, while the
      Delete All
      Icon can be clicked to clear ALL existing forms and reports from your personal menu.


  5. When your additions and/or deletions are completed, key F10 Save, Right Click - Save, or click on the Save icon .


    IMPORTANT: Your Personal Menu Folder changes will only be seen after you exit and log back on to Banner.


  6. To exit GUAPMNU and return to the Banner Menu, type [control q] Exit, click on the Exit icon or Right Click - Exit.

  7. To access the contents of your My Banner Folder from the General Menu, double click on the My Banner folder icon (directly below the Go To... field), then double-click on a form or report to open it.




 
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