This document will show you how to use the lookup icon in the key block. We will be using the SPAIDEN page for the example.
Lookup Icon Basic Filter
Once on the SPAIDEN page, click the lookup icon identified by three dots.
A window will display giving you options to search by Person, Non-person, or Alternate ID.
Choose the appropriate option. For this demo, we will select the Person Search for the basic filter. Enter in the information you have available to find the person. For example, a last name. You can add the wildcard operator that is indicated by a percent sign when entering text. If you know the person name starts with a J, you can enter J% to return all person whose last name begin with a J. Click the Go button to activate the search.
Here are the results from the search.
Select the correct record by highlighting and clicking Select or double-click the person you want to select. The ID from results you selected is populated in the key block of the SPAIDEN page. Click the GO button in upper right corner to view details for this ID.
Lookup Icon -Advanced Filter
With the advanced filter button, the same fields display. You do not need to enter a wildcard operator because the advance filter will automatically do so depending on your operator selection. You can select the operator from the drop-down menu.
Available operators depend on the type of field such as numeric, alphanumeric, date, check box or other. You can add and remove fields in both the basic or advanced filter sections. Any data you enter into the advance filter mode, including the operator information, is retained when you click back to the Basic Filter mode and vise versa. Click the Go button to activate the search.
The number of records retrieved display at the bottom of the page on the left side. You can further refine the search by clicking the Filter Again button in the upper right corner. In addition, you can sort the results in
ascending or descending order by clicking on the field label. You can double-click on the record you want to select to return it to the calling page or highlight the record and click the Select button in the lower right corner.
There is another way to search for a person in the system providing you know the name. This applies to name searches for an ID only. Click in the blank ID field then press TAB on your keyboard.
A blank field displays, enter the person’s last name or the a portion of the last name with % and press TAB again.
The ID and Name Extended search window displays. You can narrow you search by entering additional information into the fields provided.
To see the results of your search, click the Press To See Results button.
Select the correct record then click OK or double-click the person you want to select. The ID from results you selected is populated in the key block of the SPAIDEN page. Click the GO button in upper right corner to view details for this ID.
For demonstration purposes, let’s say we need to add another telephone number. Click the Telephone tab then the insert button in the upper right corner. Any fields with an asterisk (*) is a required field. On many Banner pages, you have the Lookup (…) icon on some of the fields. Click the Lookup icon.
This allows you to quickly look up a value for that specific field. In this case there are predefined values for this field. If there is more than one page of options, scroll through the options using the next and previous buttons in the bottom left side of the window.
Double click to select the appropriate value. The selected value will populate on the main page.
If you want to filter data in a section, use the active filter icon in the upper right corner. The cursor must be in that section to activate the filter icon. Otherwise, the filter icon will be grayed out.
For example, if there were multiple telephone records and you wanted to find the one with the specific area code.
Area code is a text field. Enter the area code then click GO. The records with the area code of 603 is returned. If no such area code exist, you will receive a message in the upper right corner indicating as such. If there is more than one page of options, scroll through the options using the next and previous buttons in the bottom left side of the window. Once again, to refine the search, click the Filter Again button
Click on the dashboard icon on the menu panel. Let’s look at another example, the General Person (SPAPERS) page. Notice the ID populated with the same ID from the previous page. If you are looking for a different person, you can change the ID. Click the X in upper left corner to exit page and not save any changes or click the save button in the lower right corner.
Always make sure you click the Sign out icon, on the menu panel, indicated by the lock icon or use the shortcut CTRL SHIFT F to make sure to completely logout of the Banner system.
For a more extended list of the keyboard shortcuts, go to PSU’s support knowledgebase at https://support.plymouth.edu/index.php?/Knowledgebase/Article/View/746/0/banner-keyboard-shortcuts-and-terminology .