The Landing Page (also called the Application Navigator) includes a “sticky” left menu panel that stays available while you work.

1. Select Applications on the left menu panel.
2. Browse the available menus and select the page you need.

1. Select Search on the left menu panel.
2. Type a keyword (example: person) or the 7-character page ID (if you know it).
3. Select the correct result to open the page.

Many pages start with a Key Section at the top.

1. Enter the required information in the Key Section.
2. Select Go to load the rest of the page.
3. 

• After you select Go, the Key Section often collapses and you will see Start Over instead.
• Start Over clears the current context and lets you begin a new search/task on that page.
  

The page header usually includes:

• Close (X): exits the page.
• Related: opens a list of pages related to the one you’re using (opens another page).
• Tools: actions for the current page (stays within the page, such as refresh/export/print depending on the page).
• Add / Retrieve: options used with Banner Document Management (if enabled for your area).
  

• Tabs group information by topic. Some tabs may be unavailable (greyed out) until you complete the Key Section. 
• Sections are the work areas inside a tab. When a section is active, you may see actions like Insert, Delete, Copy, and Filter.
• The page footer often includes Next Section / Previous Section, Save, a record count, and sometimes a table/field name.
  

Some fields include a lookup icon to help you find valid values (not all fields have it).

1. Select the lookup icon in the field.
2. In the list window, type in the Criteria field to narrow results, then press Enter.
3. Select the correct value and choose OK (or double-click the value).
   

Filtering is how you “query” data in Banner 9. The Filter (funnel) icon is context-sensitive: it is available only when the section is active.

Basic filter

1. Enter values in one or more filter fields.
2. Select Go to display results.
3. If needed, use Filter Again to refine.

Advanced filter

1. For each field, choose an operator (operators depend on the field type).
2. Enter your filter value.
3. Select Go.
4. Use Filter Again to refine.

Quick cleanup: remove a field using the minus icon (if shown) or use Clear All where available.

Use wildcards when you don’t know the exact spelling (for example, names with accents or multiple spellings). Wildcards are most reliable with the Advanced Filter and an operator like Like / Starts With / Ends With.

1. Open the section you want to search, then select the Filter (funnel) icon.
2. Select the Advanced Filter tab.
3. For the field you are searching, set the operator to Like, Starts With, or Ends With (not Equals).
4. Type your value using a wildcard (example: Villau_ or Fl_r).
5. Select Go.
   

Note: See full list of Keyboard Shortcuts.

QuickFlows are saved “guided sequences” of pages that open in a specific order (useful for repeating multi-step tasks).

• You can search for QuickFlows from the Landing Page Search field.
• QuickFlows should contain pages of a single technology type (do not mix Banner 8 and Banner 9 pages in one QuickFlow).

Create a QuickFlow

1. Open the QuickFlow Code Validation page.
2. Select Insert to create a new record.
3. Enter a code (name) and a description.
4. Select Save.

Add pages to a QuickFlow

1. Open the QuickFlow Definition page.
2. Enter your QuickFlow code and select Go.
3. Enter each page’s 7-character page ID in the order you want them to open.
4. Select Save.

• I can’t find the page I need: try searching by the 7-character page ID (if known) or use broader keywords.
• The Filter (funnel) icon is greyed out: select inside the section first to activate it, then try again.
• My wildcard search returns no results: confirm you are using Advanced Filter and the operator is Like / Starts With / Ends With (not Equals).
• I changed something by mistake: if you have not saved, try Refresh/Rollback. If you need to restart the page context, use Start Over.
• My keyboard shortcuts don’t work: some browser/system shortcuts can override Banner shortcuts. Use Help > Keyboard Shortcuts to confirm what your environment supports.
• Banner Admin Pages Known Issues: Check this knowledge base article for some know issues.