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Southern Oregon University

Banner Systems

Students Needing an Advising Plan

Overview

The Students Needing an Advising Plan report (FAC_NEED_ADVISING_PLAN) prints a list of students enrolled for a specific term who need an academic advising plan. To run it, you just need to provide the destination printer, enrollment term and next plan due date. You may optionally limit your selection to students with a specific advisor, department, or major. You can also select different sort orders. The report may be run directly from Banner and is available for use by most faculty and staff who access Banner. If you do not have access to the report, please contact our Faculty & Staff Help Desk.

Accessing the Students Needing an Advising Plan Report

You may access the Students Needing an Advising Plan report from Banner using Direct Access or the Reports menu. When you select the Students Needing an Advising Plan report, the Process Submissions Control form (GJAPCTL) will display so that you may enter the parameters required to run the report.

Accessing the Students Needing an Advising Plan Report Using the Reports Menu
  1. Log into Banner.
  2. From the main menu, expand Reports.
  3. Expand Academic Affairs.
  4. Expand Academic Departments or Academic Support Programs Reports.
  5. Select Students Needing an Advising Plan Report (FAC_NEED_ADVISING_PLAN).
Accessing the Students Needing an Advising Plan report Using Direct Access
  1. Log into Banner.
  2. Enter FAC_NEED_ADVISING_PLAN in the Go To box and press the Enter key.

Running the Students Needing an Advising Plan Report

To run the Students Needing an Advising Plan report (FAC_NEED_ADVISING_PLAN), you first need to set up the required parameters. The Process Submissions Control form (GJAPCTL) is used to enter parameters for reports.

Key Block (Page 1 - Block 1):

The Key Block specifies which job you are running. It will be pre-populated with the Students Needing an Advising Plan report (FAC_NEED_ADVISING_PLAN).

Enter the following information:

Process: Process will be pre-populated with the Students Needing an Advising Plan report (FAC_NEED_ADVISING_PLAN). If it is blank, enter FAC_NEED_ADVISING_PLAN.

Parameter Set: Enter the name for the set of parameters you wish to use if you have saved a set of parameters previously. Otherwise, leave blank.

Choose Block/Next from the menu bar to move to the Printer Control block or use the mouse to click into the block.

Printer Control Block (Page 1 - Block 2):

The Printer Control block allows you to choose which printer to use and the time to submit the job.

Enter the following information:

Printer: You must supply the code for your departmental printer. Choose Help/List from the menu bar for valid printer codes. If you do not see your print queue listed, call our Faculty & Staff Help Desk for assistance.  If you prefer to view your report on-line instead of printing it, enter DATABASE in the printer field.

Special Print: Leave the value blank.

Number of Lines: Leave the value blank.

Submit Time: Leave the value blank if you wish job to run immediately. If you wish the job to run at a later time, enter the time in military format (i.e., 23:00 for 11:00 PM).

Choose Block/Next from the menu bar to move to the Parameter Values block or use the mouse to click into the block.

Parameter Values Block (Page 1 - Block 3):

The Parameter Values block displays a list of parameters used to create the Students Needing an Advising Plan Report.

Enter the following information:

Enrollment Term (Required): Enter the term in which the student must be enrolled. Choose Help/List from the menu bar for valid codes.

Advisor ID (Optional): Enter an advisor ID or % for all.

Department Code (Optional): Enter a department code or % for all. Choose Help/List from the menu bar for valid codes.

Major Code (Optional): Enter a major code or % for all. Choose Help/List from the menu bar for valid codes.

Sort Code (Required): Enter a sort code from the help text or use the default sort order.

Next Plan Due Date (Required): Enter the next plan due date in the format of DD-MON-YYYY. Students with a plan due <= the next plan due date will be included in the report.

Use the vertical scrollbar or down and up arrow keys to cursor through the records. After entering your parameter values, choose Block/Next from the menu bar to move to the Submission block or use the mouse to click into the block.

Submission Block (Page 1 - Block 4):

The Submission block allows you to save your parameters for future use and to submit the job.

Enter the following information:

Save Parameter Set as: If you wish to save the parameters exactly as is to use again, check this box.

Name: If you have checked the Save Parameter Set as box, enter a name for the parameter set. If you did not check the Save Parameter Set as box, leave Name blank.

Description: If you have checked the Save Parameter Set as box, enter a description for the parameter set. If you did not check the Save Parameter Set as box, leave Description blank.

Hold/Submit: Select the Submit radio button.

Choose File/Save from the menu bar to submit your job. The report should print or be available online within a few minutes.

Viewing Banner Report Online

If you entered DATABASE as the printer, you may view your report online via MySOU or Banner.

From MySOU

  1. Log into MySOU.
  2. Click on the Faculty SISWeb or Faculty/Staff tab.
  3. Click on the link to your report in the My Reports channel. This will open up your report in the Saved Output Review form in Banner.
  4. If you wish to save or print the report, select Show Document (Save and Print File) from the Options Menu.

From Banner

  1. If you are still in the Process Submission Controls form (GJAPCTL) in Banner, you may select Review Output from the Options Menu. Otherwise, log into Banner and go to the Saved Output Review form (GJIREVO).
  2. Select the Process from the drop down menu.
  3. If you wish to save or print the report, select Show Document (Save and Print File) from the Options Menu.

Saving and Printing Reports and Data Extracts Online

After reviewing the report in the Saved Output Review form (GJIREVO) in Banner, you may print the report to your local printer or save the report or data extract to your workstation.

  1. Select Show Document (Save and Print) from the Options Menu on the Saved Output Review form (GJIREVO).
  2. Respond "Yes" to the message: "You have selected to show file (file name) in a browser. Do you wish to continue?"
  3. Select Print or Save As from the browser's File menu to print or save the file.

Help

For additional help, please call the Faculty & Staff Help Desk at 552-6900 or email banner@support.sou.edu.