Entering IDs

Many Banner forms have ID fields for persons and non-persons. For example, the Function Participant Form (GEAPART) uses both person and nonperson IDs to identify participants in a function.

There are several ways to enter an ID:

  • Enter a complete ID.
  • Enter a complete name.
  • Search by partial ID.
  • Search by partial name.
  • Search by SSN (U.S.), SIN (Canada), TFN (entities), or birth date.
  • Use a product-specific search form.
  • Search by the pattern of characters in the name (Oracle Soundex).

To enter a complete ID:

  1. Enter the full ID (for example, 2314780) in the ID field.
  2. Press Enter. The ID and name appear.

To enter a complete name:

  1. Make sure the ID field is blank.
  2. Tab to the Name field (unlabeled field next to the ID field).
  3. Enter the full name. The format is last, first, middle with a comma between each part of the name. Spaces between each piece are optional. Characters can be upper or lower case. (You get the same results whether you enter upper or lower case letters.)
    Examples:  Smith, Thomas, James
    Smith, Thomas (no middle name)
  4. Press Enter.  If one match is found, the ID and name are returned to the form.  If more than one match is found, the ID and Name Extended Search window appears. You can select an ID, reduce your search, or access a product-specific search form (see p. xxx for more information).

To search by partial ID:

  1. Enter a partial ID in the ID field. Use the Oracle wildcard % to represent any number of unspecified characters.
    Example:    Enter 21% to search for all IDs that start with “21”.
  2. Press Enter. If one match is found, the ID and name are returned to the form.  If more than one match is found, the ID and Name Extended Search window appears. You can select an ID, reduce your search, or access a product-specific search form (see p. xxx for more information).

To search by partial name:

  1. Make sure the ID field is blank.
  2. Tab to the Name field (unlabeled field next to the ID field).
  3. Enter a partial name. The format is last, first, middle with a comma between each part of the name. Spaces between each piece are optional. Characters can be upper or lower case. (You get the same results whether you enter upper or lower case letters.). Use the Oracle wildcard % to represent any number of unspecified characters.
    Examples:Enter smith,J% to search for all IDs with the last name “Smith” and first names that start with “J”.
    Enter mag%,p% to search for all IDs with last names that start with “Mag” and first names that start with “P”.
    Enter Barbara to search for all IDs with the first name “Barbara”.
  4. Press Enter. If one match is found, the ID and name are returned to the form.  If more than one match is found, the ID and Name Extended Search window appears. You can select an ID, reduce your search, or access a product-specific search form (see p. xxx for more information).

To Select an ID from the ID and Name Extended Search Window

To select an ID from the ID and Name Extended Search window, use these steps when you search by ID or name and multiple matches are displayed on the ID and Name Extended Search window.

  1. Pull down the list of matches in the Search Results field.
  2. Scroll to the desired name and ID.
  3. Click the desired name and ID. The ID and name are returned to the form.

Note:  If you are on a form that was called from a field on another form, press the Ctrl key before you double-click. (Double-clicking by itself selects a value rather than displays an LOV.)

To reduce your search in the ID and Name Extended Search window

To reduce your search in the ID and Name Extended Search window, use these steps when you search by ID or name and multiple matches are displayed on the ID and Name Extended Search window.

  1. Select the Person, Non-Person, or Both radio button in the Reduce Search By block to identify the kind of IDs you want to search. The field next to the Search Results field shows the number of matches.
  2. Enter your search criteria in the fields in the Reduce Search By block.
  3. Click the Search button or select Execute Query. The field next to the Search Results field shows the number of matches.
  4. (Optional) Repeat steps 2 and 3 to further reduce your search.

To access a search form from the ID and Name Extended Search window:

Use these steps when you search by ID or name and multiple matches are displayed on the ID and Name Extended Search window.

  1. Click the Person Search Detail button or the Non-Person Search Detail button.  The associated search form appears with IDs that match your original search criteria. Your original search criteria appear at the top of the form.
    Example:
    If Smith, J% is your original search criteria and you select the Person Search Detail button, the search form shows all person IDs with the last name “Smith” and first names that start with “J.”
  2. To select an ID, skip to step 8.

OR

To reduce your search further, go to step 3.

  1. Select the Enter Query function. A dialog box appears.
  2. To extend the current search, select the Extend Your Current Query button.  Information on the form is cleared. (Your original search criteria remain at the top of the form.)

OR

To discard the current search and start over, click the Start a New Query button. Information on the form is cleared.

  1. Enter your search criteria in any fields on the form.  If you enter a partial field value as a search criteria, use Oracle wildcards. Use the symbol % to represent any number of unspecified characters. Use the symbol _ to represent one occurrence of an unspecified character. You can use both wildcards in the same search string.
  2. Verify the Case Sensitive Query radio buttons. Change if necessary.
  3. Select the Execute Query function. The form shows all IDs with matching information.
  4. Scroll to the desired ID.Double-click the desired ID. The ID and name are returned to the calling form.

To search by SSN (U.S.), SIN (Canada), TFN (entities) or birth date:

ID fields on some forms allow you to go to the SSN/SIN/TFN Alternate ID Search Form (GUIALTI) and search for an ID by SSN, SIN, TFN or birth date.

  1. Click the Search button next to the ID field on a form. An Option List appears.
  2. Select the alternate ID search option. The SSN/SIN/TFN Alternate ID Search   Form&nbsp
    ;(GUIALTI) opens in query mode.
    Note: Other available search options depend on the specific form and are not described here.
  3. Enter your search criteria in any fields on the search form.  If you enter a partial field value, use Oracle wildcards. Use the symbol % to represent any number of unspecified characters. Use the symbol _ to represent one occurrence of an unspecified character. You can use both wildcards in the same search string.
    Examples:  Enter 148296890 in the SSN/SIN/TFN field to search for IDs with that SSN.
    Enter 06-JUN-1982 in the Birthdate field to search for IDs with that birth date.
  4. Verify the Case Sensitive Query radio buttons. Change if necessary.
  5. Select the Execute Query function. The form shows all IDs with matching information.
  6. Scroll to the desired ID.
  7. Double-click the desired ID. The ID and name are returned to the calling form.

To use a product-specific search form:

ID fields on some forms allow you to go to a product-specific search form and search for a person or non-person by ID or name.

    1. Click the Search button next to the ID field on a form. An Option List appears.
      Note: Other available search options depend on the specific form and are not described here.
    2. Select the option for the person or non-person search form you want to access.   The selected form opens in query mode.
    3. Enter your search criteria in any fields on the search form.  If you enter a partial field value, use Oracle wildcards. Use the symbol % to represent any number of unspecified characters. Use the symbol _ to represent one occurrence of an unspecified character. You can use both wildcards in the same search string.
      Examples:  Enter Carnegie in the Last Name field to search for all IDs with the last name “Carnegie”.
      Enter Chris% in the First Name field to search for all IDs with first names that start with “Chris”.
    4. Verify the Case Sensitive Query radio buttons. Change if necessary.
    5. Select the Execute Query function. The form shows all IDs with matching information.
    6. Scroll to the desired ID.
    7. Double-click the desired ID. The ID and name are returned to the calling form.

To search by the pattern of characters

An added option on most search forms is the Oracle Soundex search feature. You can search for an ID by entering a pattern of characters in the ID’s name. This feature is useful if you aren’t sure how to spell a name. As long as the first letter of your search string is correct, you can retrieve names with a similar pattern of characters.

Note:  Other available search options depend on the specific form and are not described here.

    1. Click the Search button next to the ID field on a form. An Option List appears.
    2. Select the option for the search form you want to access. The selected form opens in query mode.
    3. Select the Cancel Query function.
    4. Select the Search Using “Sounds Like” option from the Option menu (or navigation frame), or select the Next Block function. The Soundex Search window appears.
    5. Enter a string of characters for the last name you want to find.  You can use upper, lower, or mixed case. You can enter as much or as little of the name as you know. As long as the first letter is correct, the search will retrieve names with a similar pattern of characters.
    6. (Optional) Enter a string of characters for the first name you want to find.
    7. Select the Execute Query function. The search form shows all IDs that have a matching pattern of characters.
    8. Scroll to the desired ID.
    9. Double-click the desired ID. The ID and name are returned to the calling form.