Banner Self Service for students

Transcription

1 Banner Self Service for students revised April 5, 2006

2 Table of Contents Get Your UNC Charlotte ID Logging in to Self Service Banner Forgot Your Password? Checking Your Holds Checking Your Registration Status and Time Looking Up Classes Registering for Classes Updating Emergency Contacts Introduction Welcome to Banner Self Service for Students! The intention of this tutorial is to help you become comfortable with the new Banner Self Service. We will take you step-by-step through several functions, including finding your new UNC Charlotte ID and password. You have probably noticed that the new Self Service site looks a little different from the old version. All of the functions including registration, checking grades, and checking financial aid are still available. Unlike the old system, these functions will now be accessible at all times, unless the University is performing system maintenance. We will update this tutorial periodically with answers to frequently asked questions and step-by-step instructions for additional tasks. Submit any additional questions to the Helpdesk Online at

3 Get Your UNC Charlotte ID This section will help you find your UNC Charlotte ID and PIN. With this information, you can register for classes, check your financial aid status, and more Go to Banner Self Service at 2. Click Get my UNC Charlotte ID. This will take you to the Get My UNC Charlotte ID & PIN options page. You will have three ways of getting your UNC Charlotte ID and PIN. Option 1: 1. Click Option 1: Novell. 2. Type your Novell username into the User Name field. 3. Type your Novell password into the Password field. 4. Click Submit.

4 3 Option 2: 1. Click Option 2: 49er Express. 2. Type your 49er Express username into the UserName field. 3. Type your 49er Express Password into the Password field. 4. Click Submit. Option 3: 1. Click Option 3: Alternate Information. 3. Type your first name and last name in the appropriate fields. 4. Type the last four digits of your Social Security number in the Last 4 of SSN field. 5. Type your date of birth into the DOB fields. 6. Click Submit. Each option will take you to the Get My UNC Charlotte ID & PIN main page once you click Submit. Your name, UNC Charlotte ID, and PIN should be displayed. The 800 number, which is your UNC Charlotte ID, will be used instead of your Social Security number for most campus purposes.

5 4 UNC Charlotte ID Tips: 4Protect your UNC Charlotte ID as you would your driver s license number. 4Do not use the UNC Charlotte ID as a password. Even if you protect it, the ID is a relatively public number, used as a unique identifier for University purposes. 4The UNC Charlotte ID will also be linked to your declining balance and 49er accounts. Logging in to Self Service This tutorial will help you log in to Banner Self Service. To do this, you will need to know your UNC Charlotte ID and PIN (see page 2 for instructions on finding the UNC Charlotte ID and PIN). 1. Go to Banner Self Service at 2. Click Enter Secure Area. This will take you to the User Login page. 3. Type your UNC Charlotte ID number into the UNC Charlotte ID field. 4. Type your PIN into the PIN field. 5. Click Login. This will take you to Banner Self Service.

6 5 From Banner Self Service, you can update personal information, register for classes, check grades, and review financial aid information, among other tasks. If you are also an employee, you will have a section for employee information. In the employee information section, you will be able to check your paystub, W-2 information, benefits information, and more. FAQ - Banner Self Service: What do I do if I can t remember my Banner Self Service password? You can reset your PIN if you have entered a security question and know the correct answer (see page 6 for instructions on resetting your PIN). What if I can t remember the answer to my Security Question in Banner Self Service or my account is locked? You can look up your PIN by using the Get My UNC Charlotte ID and PIN button on the Banner Self Service login screen. Can I change my Banner Self Service PIN? Yes, you can change your PIN as long as you know your current PIN. Go to Personal Information and click Change PIN. Are there any restrictions on what I can use for my Banner Self Service PIN? The Banner Self Service PIN must be six numbers. If I try to log into Banner Self Service numerous times without success, will my account get locked? Yes. After nine unsuccessful attempts to log into Banner Self Service, your account will be locked, and you will need to contact the Helpdesk Online at uncc.edu.

7 Forgot Your Password? If you have forgotten your password, use these steps (or the steps on page 2) to retrieve it Go to Banner Self Service at uncc.edu. 2. Click Enter Secure Area. This will take you to the Login page. 3. Type your UNC Charlotte ID number into the UNC Charlotte ID field. 4. Click Forgot Pin? This will take you to the Security Answer screen. 5. Type in the answer to your security question in the Answer field. Remember, this answer is case-sensitive. You must type the answer exactly as you typed it when you initially set up the question and answer. 6. Click Submit Answer. This will take you to the Reset PIN screen.

8 7 7. Type a new PIN into the New PIN field. This PIN must consist of at least six characters, either letters or numbers. 8. Type the new PIN into the Re-enter new PIN field. 9. Click Reset PIN. This will take you to Self Service. From Student Self Service, you can update personal information, register for classes, check grades, and review financial aid information, among other tasks. If you are also an employee, you will have a section for employee information. In the employee information section, you will be able to check your paystub, W-2 information, benefits information, and more. Next time you enter Self Service, you will need to use the new PIN with your UNC Charlotte ID.

9 Checking Your Holds Holds will prevent you from registering for classes, so it is important to check any holds you might have and clear them before your assigned registration time. 1. Log in to Banner Self Service. 8 See page 4 for instructions on logging in to Banner Self Service. 2. Click Student Services & Financial Aid. 3. Click Student Records.

10 9 4. Click View Holds. Any holds that you have that may prevent registration will be listed on this page. In addition, holds on grades and transcripts will be listed here. Why do I have a hold on my account? UNC Charlotte makes every effort to notify students of the presence of hold flags. Students may be blocked from registration by hold flags that may be placed for various reasons - including: 4College or departmental advising requirements, 4Invalid admissions status, 4Outstanding financial obligations, 4Non-returned equipment or library materials, 4Suspension and disciplinary reasons, and 4Non-compliance with NC Immunization Law.

11 Checking Your Registration Status and Time This section will show you how to find when you are scheduled to register. 1. Log in to Banner Self Service. 10 See page 4 for instructions on logging in to Banner Self Service. 2. Click Student Services & Financial Aid. 3. Click Registration. 4. Click Check Your Registration Status.

12 11 This screen will tell you when you can register and list your class for registration purposes (which may be different than your actual class).

13 Looking Up Classes This section will help you look up the classes for which you want to register Log in to Banner Self Service. See page 4 for instructions on logging in to Banner Self Service. 2. Click Student Services & Financial Aid. 3. Click Registration. 4. Click Look-up Classes to Add.

14 13 5. Select the correct term from the Search by Term drop-down box. 6. Click Submit. 7. Use the selection options listed to search the class schedule for the term you selected. You may choose any combination of fields to narrow your search, but you must select at least one Subject. Select All to receive the maximum number of results for a category, such as Instructional Method or Course Level. Clicking the boxes next to the Days will search for classes only on those days. Leave the boxes unchecked to receive the maximum number of results. 8. When your selection is complete, click Class Search to perform the search. A screen with your search results should appear. This listing includes the: 4 CRN (which you will use for registering in the class), 4 Subject, 4 Course, 4 Section, 4 Title, 4 Days and Time the class will meet, 4 Cap (number of students who can be enrolled in the class), 4 Act (number of students who have already enrolled in the class), 4 Rem (number of available spaces in the class), 4 Instructor, 4 and Location of the class, among other information.

15 Registering for Classes This section will help you through the registration process. The process is the same for adding classes. 1. Log in to Banner Self Service. 14 See page 4 for instructions on logging in to Banner Self Service. 2. Click Student Services & Financial Aid. 3. Click Registration. 4. Click Add/Drop Classes.

16 15 5. Make sure the term selected in the drop-down box is correct (Fall 2006). 6. Click Submit. 7. Type one Course Reference Number (CRN) into each field. If you do not know the CRNs for the classes you wish to take, click Class Search. 8. Click Submit Changes. A screen confirming your registration should appear. If any of the classes for which you wanted to register do not appear in the Current Schedule area, scroll down the page to view the error messages, which will tell you why you were not able to register.

17 16 For help with registration error messages (pre-requisites, closed sections, etc.), please contact the department of the course for which you are registering. For a directory of department locations and phone numbers, visit

18 17 Updating Emergency Contacts In case of an emergency, it is vital to have up-to-date contact information on file with the University. In Self Service, you can add, remove, or update information for your emergency contacts. 1. Log in to Banner Self Service. See page 4 for instructions on logging in to Banner Self Service. 2. Click Personal Information. The Personal Information screen will appear. From this screen, you can update your security question, PIN, addresses, and phone numbers, among other tasks. 3. Click Update Emergency Contacts. 4. Click New Contact.

19 18 5. Enter the contact information into the appropriate fields. If you wish to remove the contact from your Emergency Contact list, click the box marked Remove Contact. The Relationship drop-down menu offers the following options: Not Applicable, Advisor/Sponsor, Aunt/Uncle, Child/Children, Domestic Partner, Embassy, Father, Friend/Neighbor, Grandchild, Grandparents, Guardian, Mother, Other, Parents, Sibling, and Spouse. 6. Click Submit. Your new emergency contact should now appear under the Update Emergency Contacts - Select Contact screen. If you need to change any of the contact s information, click the contact s name. If you need to add another contact, click New Contact.