How do I link an imaging document in workflow using Banner?

Linking can be performed using the Perceptive Content client and Banner

  1. Using a Chrome browser, log in to Banner
    1. Go to banner.uncc.edu
    2. Click the BANPROD link
        BANPROD link

2.  Enter your NinerNET credentials and click the Log In button

3.  Enter the form name from which you need link data from Banner, such as SPAIDEN or PPAIDEN
     form name

4.  Enter the UNC Charlotte ID (800#) of the person/vendor you are adding a document for and click the Go button
     ID field

5.  The related information will be displayed on the screen
      

6.  While connected to the VPN, log in to the Perceptive Content desktop client

a.  Open Perceptive Content desktop client by double clicking on Perceptive Content icon on your desktop, Taskbar, or Windows start menu
    Perceptive Content client

b.  Enter your NinerNET credentials

c.  Click Connect

7.  Open the document for processing

a.  Click on the Workflow menu from the Perceptive Content toolbar 
     Workflow menu

b.  Click on the appropriate processing queue from Workflow Views

c.   Double click on the document from the grid (right side of screen) to open it
     Select document

8.  Click the key icon beside the Application Plan key icon

a.  The information with populate from Banner into the imaging system (e.g. Student ID and Student Name etc. based on application plan associated with the queue)
     imaging system

 

NOTE:  Linking requires the use of the Perceptive Content desktop client (installed on your desktop) and the Chrome browser with Banner open. For best results, only open one tab in Chrome when linking.

NOTE:  Linking can be done on newly created folders when in the folder view.

 

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