How do I access and use Banner Z Forms?

Forms in Banner that begin with SZ, RZ, GZ or TZ (i.e., Z forms) are customized specifically by and for Drexel University. The forms’ names and descriptions can be found by using the Home Page Search box or the Magnifying Glass Search box. You may also save them in your My Banner list if you set that up. The navigation within these forms functions differently from other Banner forms.

• SZGAFRPA – Student FERPA Waiver Authorizations Form
• SZGASNAR – General Student Narrative Form
• SZGAASIN – Accelerated Student Tracking Form
• SZGAASIN – Accelerated Student Information Narrative Form
• SZIADST – Auditing Student Data Changes Inquiry Form
• GZOIFASI – FA AR And Student Information Display Form
• GZIIDNS – Person Search Form

These Z Forms require the id of a student whose records you want. If you know the id (university id or user id), you can type it in and hit Enter.

1. If you don’t know the person’s id, you can Search for it by clicking the 3 dots next to the Id box . A User Search box will open.

2. Click on the boxes you want to search on (e.g., Last Name, First Name). Each one opens a tab where you can enter the search criteria.

After you enter the information, click the Search button. The results will be shown below the Search button.

3. Click on the row you want and then select OK. You can also just double click the row you want. Either way the popup User Search will disappear and the Id you selected will be in the Id field of the Z form.

If you have Query access to the form, you can look at whatever information is there, but you cannot add/change/delete any information. If there are several rows of data, you can adjust the number of rows you see by changing the dropdown and/or changing from one page to the next.

If you have Modify access to the form, in addition to reviewing the information, you can insert, delete, or change what’s there. To add information, some Z forms provide boxes to fill in (e.g, SZGASNAR), then click the Save button to add the new row. With some Z forms you must click the Insert button before the fill-in boxes appear (SZGAFRPA). Once you complete the information, click the Save button. To Delete a row, select it, it turns color, then click the Delete button.

If you want to switch to a different student’s record, type in the new id or do a new name search. There is no Start Over button on any Z form.

To Close or Leave a Z form, there are a couple of options.

• You can click the ‘X’ in the upper right corner of the form. You will see a blank (blue) screen. To navigate away from the form, you can click the Home Page or the Magnifying Glass on the left side of the page. If you ‘X’ out of the Z form, you will not be able to return to that form again without refreshing your browser session.
• You can leave the form open and just click the Home Page or the Magnifying Glass on the left side of the page. Then you will be able to go back into that Z form again later in the session.

Instructions for Using GZIIDNS – Person Search Form

• If you know the ID (University ID or User ID), type it in the ID field and select the Search button or click F8. All records matching that ID will populate in the results table below.
• If you do not know the person’s ID you can search based on SSN, Last Name, First Name, Middle Name, or Birthdate.
  • When searching by name you can use the % sign (wildcard) at the beginning, end, or surrounding partial words when the full name is not known. (e.g., %mith, Smi%, or %mit% will all return results for Smith)
  • Date of Birth format should be DD-MON-YYYY (i.e. 03-MAY-2000). You can also use the % wildcard if you do not know the specific year of birth (i.e. 03-MAY%)
• If you need to do reset the search or do a new search all together you can clear the form by pressing the Reset button or click F7.

The results will be shown below the Search button. If needed, you can adjust the number of entries shown on the page and/or scroll to the Next or Previous pages.

When you find the person you want, click on that row and that person’s information will appear. It will highlight the entry and provide an indication of the records associated with that entry as well as any addresses.

To Close or Leave the Z form, there are a couple of options.

• You can click the ‘X’ in the upper right corner of the form. You will see a blank (blue) screen. To navigate away from the form, you can click the Home Page or the Magnifying Glass on the left side of the page. If you ‘X’ out of the Z form, you will not be able to return to that form again without refreshing your browser session.
• You can leave the form open and just click the Home Page or the Magnifying Glass on the left side of the page. Then you will be able to go back into that Z form again later in the session.