Here you’ll find all of the step-by-step instructions, policies, guidelines, and tips to help you navigate and learn to use Banner successfully.   We hope you will find them helpful!   We welcome your questions on these procedures and any feedback you may have on how to improve them.
If you are a new Banner, Degree Works, and 25 Live user, we encourage you to start with these steps to become a proficient and confident user:
1)    Take the FERPA: How to Protect Student Records tutorial in the UCR Learning Center.
2)    Explore the Introduction to Banner 9 links at the right
3)    Discover how to find information in Banner through the Navigation section below
4)    Study the documents in the categories below that apply to your role
5)    Attend in-person trainings with staff by viewing them here and signing up in the UC Learning Center.  Be sure you can log into the Banner Training instance in R’Space before you attend a Banner training.  This is a separate instance where it is safe to practice procedures and make changes.

Categories

• Academic History

  Academic History Navigation
  Adding Transfer Courses in SHATATR
  Assigning_Advisors
  Maintaining Students SHATRNS Record
  Placement Scores
  Understanding Repeats

• Academic Scheduling

  25Live Pro - Change a Classroom Assignment
  25Live Pro - Create a Event Search New
  25Live Pro - Create a Location Search
  25Live Pro - How to Run the Space Availability Matrix
  25Live Pro - How to Unschedule an Event
  25Live Pro - Look Up Events Scheduled in a Classroom
  25Live Pro - Look Up Final Exam Information
  25Live Pro - Run Reports
  25Live Pro - Query Building-Room for a Day or Time
  25Live Pro - Assign Department Rooms to a Course
  Banner Add and Update General Assignment or Department Room Attribute Preferences
  Banner Add Subtitles to a Course Section
  Banner Block Scheduling Student Self-Service
  Banner Learning Community Overview
  Banner - Add a Course Section
  Banner-Remove and Update Course Materials Fees
  Banner - Add Day and Time to a Course
  Banner_Add_Enrollment_Information
  Banner - Add Faculty TA Information to a Course
  Banner_Add_Reserved_Seating_and_Waitlist
  Banner - Add_Section_Text_Long_Field
  Banner - Cancel a Course Section for Departments
  Banner - Create Multiple Sections with Link Identifier Codes
  Banner - Cross-list Course
  Banner - Delete_a_Section_before_Schedule_goes_Online
  Banner - Learning Community Cohort and Block Schedule Preparation for Colleges
  Banner - Online Courses
  Banner- Query_for_a_Specific_Course
  Banner - Query_for_Crosslisted_Courses
  Banner - Query Specific Building or Room for a Specific Day or Time
  Banner - Removing_Prerequisites_from_a_Section
  Banner - Requesting_Faculty_TA_Add_or_Update
  Banner - Table of Link Identifiers
  Final - Exam_Website_Information

   

• Accounts Receivable

  General Accounts Receivable
  Departmental Exemptions

• Admissions

  Viewing Admissions Decisions
  How to Find Admissions Term and View Associated Undergraduate Application Information
  Viewing Admission Decision Lab
  Viewing Admission Decision Lab ANSWER KEY

• Attributes and Cohorts

  Attribute Procedures
  Cohort Assignments

• Committees

  Committees

• Curriculum

  Adding a Minor or Concentration to a Program
  Adding an Additional Major (Program)
  Catalog_Term_Changes
  Double Major (Program) o Single Major (Program)
  Major_Program_Changes_in_Banner
  Removing 2 Programs and Replacing with a New Program
  Removing a Minor or Concentration to a Program
  Switching_the_Order_of_Programs

• Data and Reporting

  Banner Cognos Training
  Banner Cognos Report Categories
  Banner Cognos How to Create a Report View

• Degree Audit

  1. How to Process Degree Audits
  2. How to View and Run Audits for Multiple Majors
  3. Degree Works Worksheet Views
  4. How to Enter Notes
  5. How to Enter an Exception
  6. GPA Calculator
  7. How to Process What-If Audits
  8. How to Review Historic Degree Audits
  Course Plan 1. How to Navigate an Assigned Course Plan
  Course Plan 2. How to Create a New Plan
  Course Plan 3. How to Modify an Assigned Course Plan
  Course Plan 4. How to Run an Audit Against Planned Courses

• FERPA

  FERPA_Confirming_Authorized_User 
  FERPA_Viewing_Directory_Information
  Student Employee Statement of FERPA Understanding
  UCR Banner Access Guidelines

   

• Faculty

  Faculty Self-Service
  Faculty Advisor Student Profile

• Graduation

  Expected_Graduation_Date
  Graduation_Process
  Graduation Process Graduate Application Status
  Graduation Process Undergraduate Application Status
  Filing_a_Graduation_Application_on_Behalf_of_a_Student

• Holds and Notes

  Advisor Notes in Student Profile
  Assigning and Releasing a Hold

• Navigation

  Banner 9 Navigation
  Academic History Navigation
  Transfer History Navigation
  Banner Form List
  General Person and Student Navigation
  SGASTDN General Student Navigation

• Registration

  Adding_Graduate_Course_to_Undergraduate_Student_Registration
  Advisor_Review_and_Approval_of_Course_Plans
  Dismissed Students Attending Summer
  Enrollment - Adding a Student to a Course
  Enrollment - Changing the Minimum and Maximum Registration Hours
  Enrollment - Dropping_a_Student_from_a_Course
  Enrollment - Enrolling a Student into a Variable Unit Course
  Enrollment - How to Add Permits 
  Enrollment - How to Add a Student to the Waitlist
  Enrollment - View Students Registration Audit 
  Enrollment - Understanding Course Enrollment
  Waitlist-Management

• Self-Service and Student Profile

  Advisor Notes in Student Profile 
  Faculty Self-Service
  Faculty Advisor - Student Profile
  Student Profile - Advisor Pages
  Student Profile - Student Self-Service Pages

• Supplemental Resources

  Banner 9 Tips - January 2021 Release
  Banner Form Quick Reference Guide 
  How to Submit an Articulation Ticket 
  UCR Data Standards
  How to place Banner user preferences for your Banner account
  Gender Recognition and Lived Name Policy
  Gender Recognition and Lived Name Scripts
  Official Document Name Options (GRLN)
  Withdrawal vs Cancellation

• Technical Resources

  Banner Data Transmission Approach
  Common Files and Field List