Banner Data Entry Standards
 (As of 11/04/2009)

Overview

It is vital that all data entry be consistent to avoid duplication of records and to simplify searches. Entered data must also look professional and attractive when inserted into word processed documents. The following standards are intended for guidelines for data entry.

Note: Enter all information in upper and lower case.

Identification (ID) Numbers

The Eagle ID should be used as the ID number for all persons, if available. This is especially critical for persons who are general students and faculty/employees.

If a system generated number is used as ID for a person, the appropriate query must be executed prior to creating the person.

Banner provides an ID/Name Search form which can be accessed by entering the list command in the first Key ID block. Make sure to check all possible spellings and ID's. Also use soundex search.

Note: When searching for a name with a prefix or suffix (Mr., Mrs., Jr., III), the prefix or suffix will not be retrieved.

Names

Full legal name should be entered on SPAIDEN, with middle name spelled out. If legal name is unknown, enter as complete a name as possible and update name when information is available.

First names, middle names
Whenever possible spell out the full name. If you must use an initial, follow it with a period. Banner allows 15 characters for first and middle names. If a first or middle name is too long to fit, enter the middle initial, then enter the entire name in the Comment Form (SPACMNT).

For Comment Type, enter:

Always spell out last names. Banner allows 60 characters for last names but only displays 20. If the last name is longer than 20 characters, enter as much as possible, then enter the entire name in the Comment Form (SPACMNT).

For Comment Type, enter:

On SPAIDEN, enter last, first, and middle without truncating or to the first space, whichever is appropriate. Print parameters will enable user to select first name and middle initial only if desired.

Example: Ann Marie Smith Jones would be (last) Jones, (first) Anne, (middle) Marie Smith. Use one space between multiple middle names.

Use periods after prefixes and suffixes where applicable. For example:

Prefixed or double names

Names beginning with prefixes (Mac, Van, Di, etc.) require some attention. The following section defines standards to use when entering such names.

Name Changes In Banner

1. Name change is requested by student and/or alumni.

2. Is the person enrolled in the current or next two (2) terms?

3. Name change requests for a current student should be forwarded to namechange@georgiasouthern.edu. THE FOLLOWING STEPS SHOULD ONLY BE DONE BY ADMISSIONS (FOR THE FIRST ACADEMIC TERM) AND THE REGISTRAR’S OFFICE.  THESE TWO OFFICES WILL BE THE ONLY ONES THAT ARE ABLE TO MODIFY CURRENT OR FUTURE STUDENTS. 

Has the student provided legal documentation?

Addresses

Banner stores addresses and phone numbers according to type.

Deceased
For deceased individuals, documentation will be sent to the Registrar’s Office at PO Box 8092 or emailed to regcert10@georgiasouthern.edu.  The account will be updated accordingly.  When inactivating the deceased person’s address, make sure all associated telephone numbers are inactivated.

Email
There should only be one email address for a given email type.

Telephone Numbers

Enter the full phone number, including the area code and an extension when it is available. Do not use parentheses or hyphens to separate the numbers. Banner separates the area code and extension with spaces automatically. For example: Enter as 912 6815555 1234 rather than 912-681-5555 x1234

Dates

Enter all dates as Month, Day Year. The system will format to Day, Month, Year. For example: Enter January 5, 1994 as 1/5/94. If you enter only part of the date, the rest of the current month/day/year defaults.

Note: A dash (-) may be used instead of a slash. (/).

Entering dates for reports/processes run through Job Submission should be entered in a DD-Mon-YYYY format; for example, January 5, 1994 must be entered as 05-Jan-1994.

Duplicates

When a duplicate account is discovered, any department with data for that account as indicated on form GUASYST must be contacted and agreement reached on which account will be retained.  All departments involved with a duplicate record must check the form GUASYST on the duplicate account to insure that all data for all departments is moved to the correct account before the record is coded as DUPLICATE and inactivated.
Once all information has been moved to the correct record, the name and id that are chosen to be marked as a duplicate must be coded as the following in SPAIDEN & SPAPERS:

SPAIDEN:
Dolphus Lamar Deloach
Last name:  DUPLICATE (Deloach)
Middle name:  Lamar
First Name:  PIDM (Dolphus)
Prefix: No data entered for Prefix
Once submitted properly, the duplicate record will read:  PIDM (Dolphus) Lamar DUPLICATE (Deloach).

SPAPERS:
The duplicate record will need to be marked as deceased.  The date that the record coded as a duplicate must be the date used as the “deceased” date.  All addresses and telephone numbers for this duplicate record should be made inactive.