Banner Basics for Advisors

Faculty members who serve as advisors will use Banner to access additional information about their assigned advisees.

Use the links below to find answers to questions frequently asked by faculty advisors.

Login to Banner from the myWM (http://my.wm.edu) page with your WMuserid and password.
Select Faculty to display the Faculty Services menu

Notes

The timeout for inactivity in the myWM portal is 30 minutes. Unfortunately, activity in Banner Self Service does NOT count toward the 30 minutes of inactivity. A System Alert window will warn you when your session is about to expire and allow you to remain active by clicking OK .
Remember to logout of myWM when you are finished reviewing advisee data.

Log in to Banner Self-Service and select the “Faculty Services” tab.
Click on “Advisor Menu” then “Advising Profile.
Don’t forget to check your term! It should be the semester for which students will be registering (not the current term).
Search by individual Student ID, Student Email, Student Name OR Click the “View my Advisee Listing” link at the bottom of the box to see all your advisees.
If you want to email all of your advisees, you can use the "Email All" function from that screen and the students will be blind copied.

Name
ID Number
Alternate PIN
Addresses and Phone Numbers
Email Addresses
Admit Term
Student Type (New, Transfer, Readmitted, Continuing)
Citizenship
Virginia Residency/Domicile
Alternate PIN – must be given to freshmen and sophomores for registration access after the advising session
Holds
Test Scores
- SAT / ACT Scores
- Foreign Language exemption
- Miscellaneous other exemptions
Transcript
- Transfer Work (includes AP and IB Credits)
- Institutional Courses
- Hours and GPA
- Courses in Progress
- Academic Standing (probation)
Degree Evaluation
Midterm Grades

Follow the instructions for Viewing Your Advisees
PIN numbers in should be viewable in the Advisor Profile by selecting a student, clicking on “Registration Notices” in the right corner of their profile, and looking under “Registration PIN Assigned”. If you do not see a PIN number, doublecheck that your term is correct (it should be the term the semester for which students will be registering, not the current term).

From the Faculty Services menu, select Advisor Menu to display the Faculty & Advisors menu.
From the Faculty & Advisors menu, select Display Advisees .
From the Advisee Listing, click the View link in the Degree Evaluation column for the appropriate student.
Select Generate New Evaluation from the links at the bottom of the page.
Select the radio button for the program to be evaluated, and select the most future term for which the student has registration . Then click the Generate Request button.
Select the radio button for the information you wish to view, and indicate whether you want a printer-friendly version. Then click Submit.

Notes

All basic degree requirements and most undergraduate majors have been programmed in the degree evaluation system.
When the evaluation is displayed, ignore the second section (displayed after the student's basic program information). It is one of the issues that needs to be resolved.
If you encounter data that you think may be an error or discrepancy, send an email to .
For additional information, visit the Registrar's website.

From the Faculty Services menu, select Advisor Menu to display the Faculty & Advisors menu.
From the Faculty & Advisors menu, select Student Active Registrations .
If prompted, enter the student ID or search for the advisee, and click Submit .
Midterm Grade is displayed in the second column for each course
To view another student, use the Student Menu link (at the bottom of the page)
From the Student menu, use the ID Selection option and enter the ID or search for advisee.

Notes

The name and ID of the last student's record you viewed will be displayed unless you use ID Selection to change it.
When using the ID Selection search, make sure to select radio button for Advisees . Less is more! Search by the student's last name only. Since you're only searching for your own advisees, the list you retrieve will be brief anyway. You can also use the wildcard (%) in the Last Name field to see a drop-down list of all advisees.

While you are logged in to Banner Self Service, the name and ID of the last student's record you viewed will be displayed unless you use the ID Selection function to change it.
From the Faculty Services menu, select Advisor Menu to display the Faculty & Advisors menu.
From the Faculty & Advisors menu, select ID Selection.
Enter the student's Banner ID in the Student or Advisee ID field, OR use the Student and Advisee Query option to search for the student by name (if you don't know the ID number).
When using the Student and Advisee Query option, make sure to select radio button for Advisees. When entering your search criteria, "less is more!" Search by the student's last name only. Since you're only searching for your own advisees, the list you retrieve will be brief anyway. You can also use the wildcard (%) in the Last Name field to see a drop-down list of all advisees.

From the Faculty Services menu, select Summary Class Schedule (the last menu item). This is the same search that students use during registration. For student's the link is called “Look Up Classes to Add.”
When prompted, select the appropriate term.
Select a subject. A subject is required!
- Select multiple subjects by holding the Ctrl key and clicking on each subject you want to search.
- Select all subjects by holding the Shift key and clicking on the first subject and the last subject.
Select any other search criteria desired.
- Attribute Type = GERs, proficiencies, specific major requirements, etc.
- A wildcard (%) can be used in any text field. For example, entering “3%” in the Course Number field will search for all 300-level courses.
Click the Class Search button to submit query.
Drill down on each CRN in your results for details such as seats available, prerequisites and corequisites, restrictions, attributes, catalog information, and many other details.

The Registrar's Office maintains the Academic Calendars defining each group of students and when they register for classes.

Advising Questions (procedures related to the advising process) - Contact the Office of Undergraduate Academic Affairs.

Data Questions (understanding student or course information you see in Banner Self Service) - Contact the Registrar's Office.

Technical Questions (such as problems logging in) - Contact the Technology Support Center.