BannerWeb Faculty Self Service Reference Guide

1. Open your web browser and go to BannerWeb-Faculty
2. Enter your single sign on credentials
3. Click the "Detail Schedule & Course Maintenance" tile
4. Select the Term and CRN
5. Under Roster, click the "Classlist" link
6. Click in the course row (not on the course name or CRN)
7. The class roster will show at the bottom of the page

1. Open your web browser and go to BannerWeb-Faculty
2. Enter your single sign on credentials
3. Click the "Detail Schedule & Course Maintenance" tile
   
4. Select the Term and CRN
   
5. Under Roster, click the "Classlist" link. If the class is not auto-selected, you will need to select it from the list of all of your classes. You can utilize the term filter to view classes from a specific term.
   
6. Click in the course row (not on the course name or CRN). You can also filter by term on this screen.
   
7. Click the email icon on the right side, which will open your computer's default email program. (Note: Students must have a preferred email address selected.)
   
   
8. You may also get additional information on each student by hovering your mouse over the student's name. The student's full profile will be opened in a new window if you click on the student's name.
   

1. Open your web browser and go to BannerWeb-Faculty
2. Enter your single sign on credentials
3. Click the "Detail Schedule & Course Maintenance" tile
4. Select the Term and CRN
5. Under Roster, click the "Classlist" link
6. Click in the course row (not on the course name or CRN)
7. Click "Export" in the top-right to export the roster to an excel file or click "Print" to print the class roster (or save as a PDF in the print prompt)
   

1. Click the "Detail Schedule & Course Maintenance" tile
2. Select the Term and CRN
3. Under Roster, click the "Classlist" link
4. Click in the course row (not on the course name or CRN)
5. The student's registration status will show in the roster at the bottom of the page
   

1. Open your web browser and go to BannerWeb-Faculty
2. Enter your single sign on credentials
3. Click the "Detail Schedule & Course Maintenance" tile
4. Select a term from the Term dropdown
5. Select a course from the CRN dropdown (these are the classes you are teaching in the selected semester)
6. Once the course is selected, its information will be displayed below, including basic course information, meeting dates & times, and enrollment counts

Students have the ability to update their contact information within BannerWeb-Student. If a student turns off the display on web functionality for their email address within BannerWeb-Student, the email address will not be displayed.

1. Open your web browser and go to BannerWeb-Faculty
2. Enter your single sign on credentials
3. Click the "Student Advising" tile
4. Select a term code from the drop down
5. Select search method (ID Number, Email, or Name)
6. Search using the selected method in the search field
7. Click "View Profile"

1. Open your web browser and go to BannerWeb-Faculty
2. Enter your single sign on credentials
3. Click the "Grade Entry" tile
4. Click the Mid-Term Grades option along the top
5. Select the grade from the dropdown by each student
6. Click Save

Please Note: If the grade shows as rolled (indicating the grade has been rolled to the student's record), you will need to contact the registrar's office to make any changes

1. Open your web browser and go to BannerWeb-Faculty
2. Enter your single sign on credentials
3. Click the "Grade Entry" tile
4. Click the Final Grades option along the top
5. Search term (i.e. Fall 2021)
6. Select Course
7. Select the grade from the dropdown by each student
8. Click Save

Please Note: If the grade shows as rolled (indicating the grade has been rolled to the student's record), you will need to contact the registrar's office to make any changes

The Student Advising Profile is new baseline Banner functionality designed to support advisors. The new functionality allows for new advisee listings, and consolidates a wealth of information on a single page for the advisors. If you are a current advisor you should have access. The Student Profile page is used to view detailed information about a specific student. This page displays the following types of information:

• Student Summary Information 
• Bio Information 
• General Information 
• Graduation Information 
• Advisors Information 
• Primary & Secondary Curriculum
• Hours and GPA
• Registered Courses
• Prior Education & Testing 
• Links to additional student information 

 If you a current and active advisor, you will be able to access through BannerWeb-Faculty Link. 

1. Access BannerWeb-Faculty using your log in credentials
2. Click on Faculty Services Tab
3. Click on Student Information Menu
4. Click the "New Student Advising Profile" link

Once you have clicked this link you will be redirected to the Advising Student Profile 

In the event you do not see a specific advisee please contact the Office of the Registrar. Email: registrar@udallas.edu

The Advisee Listing Page shows all advisee for the specific term. The Header Row has the following data elements:

• Name & ID – Last Name first Name and ID of Student.

Note: Confidential Indicator (lock symbol) is displayed when the student’s information is set as a confidential on the General Person Page.

• Program - Program of the curriculum for the selected term.

• Primary Major -Highest priority major associated with the primary learner curriculum for the selected term.

• Academic Standing – Academic standing is the standing as of the most recent term that is less than or equal to the selected term.

• Student Status – Student status record in the general student record.

• Student Type – Student type in effect for the term selected.

• Advisor Holds – Check mark is used to indicate whether an advisor hold can be released for the advisee.

• Primary Advisor – Check mark is used to indicate whether you are the student’s primary advisor.

• Advisor Type – Advisor type assigned to the advisor for the student.

• Campus – Campus associated with the primary learner curriculum for the selected term.

• Student Level - Student level associated with the primary learner curriculum for the selected term

• Admit Type - Admission type by which the student was admitted to the primary learner curriculum for the selected term.

• Admit Term - Term in which the student was admitted to the primary learner curriculum.

• Catalog Term - Catalog term assigned to the student for the primary learner curriculum for the selected term.

• Minor - Minor associated with the current active primary learner curriculum for the selected term.

• Concentration - Highest priority concentration attached to the primary major for the primary learner curriculum for the selected term.

• College - College associated with the primary learner curriculum for the selected term.

Filtering Results  

Within the Advisee Listing page, you are able to filter in the event you have many advisees. You can filter data on the advisee listing. Each column has a list of defined operators displayed in the Operator field. Use the Delete (-) button or the Clear All button to remove added columns from the filter and the Go button to view the results of the filter.

The filter results display the number of records found and the columns used in the filter. A Column Name X button is displayed for each field included in the filter. You can remove each column, one at a time, and the filtered results are revised for the remaining filters. Use the Remove Filter button to view the original unfiltered results. The filter drop-down (triangle) icon is used to display your filter settings so you can review what you selected for your recent filter and modify your choices.

When a filter is in use, it remains active for the session until it is removed, the term is changed, or the user logs out. Any changes to column order and value sorting also remain in effect for the filter. If you go from the Filter Results to the Student Profile page and come back to the Advisee Listing page, the filter remains active.

Please note, you may encounter a issue when attempting to use the Email All button from the Advisee Listing Page. You will need to first configure your University of Dallas issued device with the following steps.

1. From your University of Dallas issued device press the Windows Key 
2. Within the search type Default Apps and select
3. Scroll down to "Choose default apps by protocol" link
4. In the results window, scroll down to find MAILTO 
5. To the right of the MAILTO is the default app which is defined, if the default app is Google Chrome, this will not work
6. Click on the default app, this will bring up a selection window
7. Select Outlook or Mail
8. Now when accessing the Advisee Listing Page and clicking Email All it will open the selected application and automatically enter all advisee email addresses in the BCC row of the email.

In the event you need additional help troubleshooting please enter a ticket at support@udallas.edu 

 Advisors have the ability to export their list of Advisee by selected term in a spreadsheet. 

1. Select the term within the term drop down for which you would like to search for an advisee.
2. Click view My Advisee Listing
3. Go to the Tools menu (gear button in the top right corner) and select Export Advisee Listing
4. In the Export Advisee Listing window, select the export option
5. Click Export
6. When prompted, open or save the Excel file to view the results
7. Click OK
8. View the spreadsheet

Note: The file is automatically named based on the term used for the advisee listing. Rename the file if you choose. When multiple export spreadsheets are created, you can view the files in your Download list. Also, when filters are used, only the filtered list is exported.

1. Select the term for which you would like to view all assigned advisees
2. Click View My Advisees Listing
3. Click the View Profile under the Name and ID field to access the Student Profile Page for a specific Advisee

The information within the Student Profile Page includes:

• Student Name & ID
• Basic biographic and demographic information
• General Student Information
• Graduation Application
• Advisor details
• Primary and Secondary Program Information
• Overall Earned Hours and GPA
• Registered Courses for the Term
• Prior Education and Testing
• Holds Summary
• Registration Notices

Note: This is a summary display of information about items that could impact the student ability to register for the term.

• Additional Links configured to access other data elements within BannerWeb for the advisor

Note: The student will have an additional link section that will be configured differently for based upon their role at University of Dallas.

1. Access the Student Profile Page
2. Select the Notes Tab
3. Click on the +New button to open the note editor window
4. Select a Note Category
5. Select a Note Contact Type
6. Select one or the enabled roles indicators to designate who can view the note.

Note: The Advisors check box is selected and enabled by default for a new note. If only the advisor note is checked only advisors can view the notes. Student’s will not be able to see advisor notes unless the advisor checks the Student check box to allow the student to view.

7. Click the Post button to add/save the note or press the Cancel button to exit from the note editor window.

1. Access the Student Profile Page
2. Select the Notes Tab

Note: The number of existing notes is displayed on the tab

3. Select a sort option to display notes by dates, author, or category

Note. The default sort is by dates, which is the date the note was created

4. Expand the note summary to view the complete note text and display the Viewable by options.

Used by the Advisor or Student to view registration notices for the student for the selected term. Registration notices include messages about academic standing and any status that affects the student’s ability to register. The information presented in the drop-down menu is view only and cannot be updated through the Student Profile

1. When you have completed the advising session for student, you can click on “Holds” in their Student Profile.
2. A drop down of holds will appear, where you can select the advising hold.
3. Click the “check box” and click “release." 
4. Enter the comment for releasing the hold and click “OK." (Entering a comment is optional. The system does not require a comment to be entered before clicking ‘OK’. If no comment is entered the default Student note will have “Release Holds for Advisor Hold.") 
5. Once the hold has been released the advisor will see in the Message Center “Successfully released the holds." 

A Hold can be put on a student’s account by various departments for different reasons. Some of the most common causes of a hold being placed on a student’s account are:

• Advising Holds
• Office of Finance Hold
• Registrar Office Hold

A hold can limit interactions within BannerWeb-Student. These holds can limit Enrollment Verification, Transcript Requests, Applying for Graduation,  Registering for Classes, Reviewing Grades, and Accounts Receivable transactions.

1. Access the Students Advising Profile
2. Click on Holds
3. Review the Holds and interactions that it may impact

Holds will only be able to be removed by the department that placed the hold on the students account. Once a hold is cleared it will still be visible, but the to date will be updated.  

Additional links have been configured to allow for additional viewing of student information: 

• Academic Transcript - the new Academic Transcript layout allows you as the advisor to view unofficial advising transcripts for the selected student. 
• Student Schedule - the Student Schedule link will redirect you to Banner8 page to view a concise schedule for the selected student. 
• View Application to Graduate - the View Application to Graduate will only have populated data when the student has applied fro graduation. If there is no Graduation Application you will receive a notification of "No active graduation applications exist."
• Week at a Glance - the Week at a Glance link will redirect you to Banner 8 page to view classes in day and time format for a student. The system is based upon current time and date and will real time week view. 
• Registration & Planning - Goes to Banner Student Registration 9.x Student Landing page. This link has not been configured for Advisors but is a place holder for future development. 
• View Grades - the View Grades allows you to see term or all grades the student has received while enrolled at University of Dallas.