Types of Forms

There are eight types of forms. Five of which can be used by the general user and three which are only used by personnel with the proper security access. Below are descriptions of the forms that fall within the general user category:

Main Menu Form     

The Main Menu is your entry point into Banner; use this form to navigate through Banner 8. It provides an overview of the menus, forms, jobs, and QuickFlows in the system.

 

Application Forms

Application forms are the most common type of form, and are also referred to as functional forms. They allow you to enter, update, or query data in Banner. As data entry forms, they enable you to build information into the system. As query forms, they allow you to request and view existing information (i.e. information already in the database).

Query  Forms

Query forms are used to look up existing information, often returning information to the calling form. You must access a query from another form; you cannot access a query directly from the Main Menu, with Direct Access, or with Object Search.

The Holds Query-Only Form (SOQHOLD) is an example of a query form.

Inquiry Forms

Use Inquiry forms to look up existing information, often returning information to the calling form. Inquiry forms can be accessed from the Main Menu, within other forms, with Direct Access, or with Object Search. You cannot use an inquiry form to edit information.

 

Wizard Forms

Wizard forms are used to give step-by-step instructions for completing a task in Banner.

Example of a Wizard Form GOADSTE

The forms listed below are used to tailor Banner 8 to the specific needs of the institution and can only be updated by personnel with the proper security access:

Validation Forms

Validation forms are used to define the values that can be entered in specific fields of an application, and as such make up the field’s List of Values (LOV’s). Validation forms are defined when the system is installed and can be added to or altered (with discretion!). When the cursor is in a field that must be validated, the field name appears in blue and the LOV’s appear in the status line, indicating that the entry must come from the LOV listing. If a value is entered that is not predefined in the LOV, an auto hint message appears stating that an invalid value has been entered.

The ZIP/Postal Code Validation Form (GTVZIPC) is an example of a Validation form.

Rule Forms

Rule forms are used to define calculations and parameters used to process data. Only a few users should have access to maintain rule forms.

 

Control Forms

Control forms are used to define the processing rules for application and validation forms at the system level. You can enter new controls or revise existing ones if your security level permits. Use these forms to define the calculations, parameters, and processing rules that impact processing on other forms, reports, and jobs.

The Employee Class Rule Form (PTRECLS) is an example of a Rule and Control form.