Banner Job Aids, Demos, & Resources
Find demo videos, job aids, and other resources to help you get the most out of Banner (including the new academic portal, Experience).
Demos
Demos are short demonstrations and how-to videos of specific tasks or processes.
Note: CourseLeaf CIM replaces the Academic Council Workflow for curriculum management. CourseLeaf CLSS supports academic scheduling.
- Proxy Management (Step 1)
- Proxy Activation (Step 2)
- Using Plan Ahead (Similar to Favorites)
- Searching for Courses
- Registering for Courses
You can also find solutions to common registration errors and override information by exploring this webpage: Solve Common Registration Errors
Job Aids
Job aids are step-by-step guides with screenshots to walk you through specific processes within Workday.
These materials are updated regularly. If you print a job aid, be sure to check back periodically to ensure you’re using the latest version.
- Getting Started with Accounts Receivable Pages
- Managing Academic and Administrative Holds (SOAHOLD)
- Managing Course Capacity and Waitlists (SSASECT)
- Managing Registration Overrides (SFASRPO)
- Managing Student Attributes (SGASADD)
- Uploading Charges (TSPLOAD, TSAMASS, TGACREV) and Related Processes
- Viewing Advisor Assignments (SGAADVR)
- Viewing Alternate Personal Identification Number (PIN) (SPAAPIN)
- Viewing Class List Information (SFASLST)
- Viewing General Person Identification (SPAIDEN)
- Viewing the General Student Summary (SGASTDQ)
- Viewing Prior College and Enrollment History (SOAPCOL, SOAPCOQ, and SOAPCSM)
- Viewing Student Course/Fee Assessment Query (SFAREGF)
- Viewing Student Registration Activity (SFAREGQ)
- Viewing the Student Registration Audit (SFASTCA)
- Viewing Student Registration Group Query (SFIRGRP)
- Viewing Test Score Information (SOATEST)
CourseLeaf CIM: the university's new curriculum management system
- CourseLeaf CIM Quick Guide: Tips and Tricks
- CourseLeaf CIM Onsite Training PowerPoint
- CourseLeaf CIM Expanded Outline
CourseLeaf CLSS: the university's new class scheduling system
- Proxy Management
- For Faculty & Staff: Viewing Student (FERPA) Proxy Access
(How to view which students have set up proxies for their accounts)
- How to Prepare for Registration (Find Your Time Ticket and Check for Holds)
- How to Use Plan Ahead (Similar to Favorites)
- How to Register
- How to Join and Withdraw from a Class Waitlist
- How to Add or Drop a Class
You can also find solutions to common registration errors and override information by exploring this webpage: Solve Common Registration Errors
Need Additional Support?
If you need individual support, help is available. Please contact the IT Helpdesk, and you can also reach out to Encompass with general questions.