Navigation Help for the Samford Portal/Banner Tab


Through the Samford University Portal students can:

Review Midterm Grades
Review Final Grades
Review an Unofficial Transcript

Students can also:

Make an Official Transcript Request
Print an Official Enrollment Verification
     (Click here for additional info)
View the status of a transcript request
Learn their Banner SUid and/or Advisor's Name
Learn their Expected Graduation Date
Update/Add an off-campus mailing address
Update/Add a non-Samford e-mail address
Update/Add an emergency contact

Students will not be able to change their on-campus address--SU Box or Residence Hall, or their Samford e-mail address.

SPECIAL NOTE:
The first time you click on the Banner tab, you will be asked to enter your User ID and PIN. Your User ID is your Banner SUid (the new number beginning with "9"). Your PIN is a new number chosen by you (not to be confused with your Alternate PIN which is used exclusively for registration). For more on User IDs, PINs, and passwords, click here.

If you don't know your PIN, you can reset it without having to call for assistance by entering a Login Verification Security Question & Answer.

TO CHECK MIDTERM GRADES FOR A TERM IN PROGRESS (Freshmen Only):
1) Click on the Banner tab
2) Click on Student & Financial Aid
3) Click on Student Records
4) Click on Midterm Grades
5) Select the desired Term and click Submit
6) Midterm grades currently reside at the far left of their designated column

Note: Midterm grades will not be viewable if the grading window is still open.

TO VIEW A COMPLETE UNOFFICIAL TRANSCRIPT:
1) Click on the Banner tab
2) Click on Student & Financial Aid
3) Click on Student Records
4) Click on Academic Transcript
5) Choose "Transcript Level" (A for all, or U, G, L, etc, for individual levels) and "Transcript Type" (UNOFFICIAL should be the only option) and click Submit
6) Coursework is presented chronologically, with most recent term at the bottom

TO MAKE A REQUEST FOR AN OFFICIAL TRANSCRIPT:
FYI: Click here for more detailed instructions on how to complete the online transcript request.

1) Click on the Banner tab
2) Click on Student & Financial Aid
3) Click on Student Records
4) Click on Request Printed Transcript

Note: Holds will prevent viewing of grades, unofficial transcripts, and the ability to complete a request for an official transcript through the Portal. You can review your holds after clicking View Holds in the previous menu screen. Holds must be cleared before transcript requests can be honored.

5) Under Transcript Request Address, choose only ONE of the following options:

• External College Code - Link available to look up code of a school OTHER THAN SAMFORD
• One of Your Addresses - If an address that appears on this drop down list is no longer valid, please initiate a change of address via the Portal or directly with the Student Records Office. Click here for more information.
• Internal College - i.e., Cumberland School of Law, McWhorter School of Pharmacy, etc.
• Issue to - For a third party not covered by one of the above choices or for a school address that is different from the one provided when choosing the External College Code option

NOTE: Do not enter Samford as the transcript recipient. If your transcript needs to be sent to a college or school within the Samford community (Pharmacy, Law, etc.), please use the Internal College option above. If the transcript is being issued to you, use One of Your Addresses or Issue to (if the address is different). Do NOT use External College Code if the transcript is being sent within the Samford community.

After choosing an address, click Continue.

6) Under Select Transcript Type, complete the following:

• Transcript Type (Required Field) - Choose OFFICIAL
• Mailing Address - Make adjustments or add COMPLETE mailing address. Failure to provide a complete address may result in your transcript not reaching its destination.
  
  Note: If you are requesting a faxed transcript, but don't need it mailed, you can enter that info on the first address line. Example: FAX 555-205-5555, Attn: Dr. Zed.
• Nation - Leave blank if within the United States.
  
  Note: If you used the link to Look Up College Code (under Transcript Request Address), the Nation field will automatically be entered. If within the United States, you can/should delete that data. It is not necessary for mailing purposes.
• Area Code & Phone Number - Used when you want us to FAX a transcript. Do not enter phone information if the transcript is to be mailed. Remember to provide the country code if the FAX is being sent internationally.
  
  NOTE: Faxed transcripts are NOT considered official. Some schools/businesses may not accept a faxed transcript, so be sure to check with the recipient before initiating the request.

When complete, click Continue.

7) Under Transcript Request Options, complete the following:

• Number of Copies - Default is 1. Two (2) copies per recipient is the current max.
• Official Transcript - Default is Yes. Do not change to No.
• In Progress Cut-off Term (Required Field) - Alumni should choose "None" while all currently enrolled students should select a term.
• Print Transcript - Choose ASAP, Hold for grades, or Hold for degree.
• Delivery Method (Required Field) - Choose Standard Mailing, Fax-United States, or Fax-Internationally. Do NOT choose "None."
  
  NOTE: For transcript requests that require expedited service--such as Federal Express--please use the printed transcript request option and provide credit card details or a Fed Ex account number. Fed Ex is not an option via the online transcript request.

After completing the above, click Continue.

8) Under Transcript Request Summary, you should now see an overview of your transcript request. (If you need to make a change, click the back button on your Web browser.)

Click Submit Request if the information is correct.

9) You should now see a message that your request has been submitted. You can enter another request by choosing the link at the bottom.

FYI: Click here for more detailed instructions on how to complete the online transcript request.

TO CHECK ON THE STATUS OF A TRANSCRIPT REQUEST:

1) Click on the Banner tab
2) Click on Student & Financial Aid
3) Click on Student Records
4) Click on View Status of Transcript Requests

5) Under Transcript Order Date:

• Date Ordered - Choose the date you made the request and click Submit.
  
  Note: You may see more transcript requests than you recall initiating yourself. All transcript requests made since Summer 2007, when Banner went online--whether submitted in person, by mail or fax, or via the Portal--will be displayed via this link. In some cases, an unofficial or "SR" (short for Student Records) copy of your transcript may have been run for internal purposes only (i.e., to process a degree/graduation check, for advisor's review, etc.).

5) Under Transcript Order Status:

• Print Date & Sent Date - Until the transcript has been printed and flagged as sent, you will see the following statement: "Your order is still in processing. Please check again at another time."
  
  Please allow a couple of business days for an online transcript request to be processed. When it has been printed and flagged as sent, the date will appear in the Transcript Order Status screen. FYI: In most cases, a transcript is mailed the day it's printed.

FYI: Click here for more detailed instructions on how to check on the status of a transcript request or for answers to questions.

TO PRINT AN OFFICIAL ENROLLMENT VERIFICATION:
1) Click on the Banner tab
2) Click on Student & Financial Aid
3) Click on Student Records
4) Click on Verify Enrollment (this will link you to the National Student Clearinghouse)
5) Click on the "Click here" link
6) Enter the required data (Student Name, DOB, SSN)
7) Choose either Current Enrollment or All Enrollment (Enrollment History)
8) A National Student Clearinghouse Enrollment Verification Certificate with the "Learning Tree" watermark is produced
9) Print using the print icon in the upper left hand corner
10) Be sure to close out the PDF and log off after printing the certificate

NOTE: Students accessing the above screens from a Macintosh computer may encounter difficulty printing an enrollment verification. If so, please try printing one from a PC computer instead, or come by the Student Records Office to have one printed for you.

Click here for additional information on enrollment verifications via Banner Self-Service.

Important Note: The National Student Clearinghouse is the authorized certifying agent for Samford University. Enrollment verifications printed via the steps above ARE considered official (even without a signature). Please let Student Records know if any company does not accept a verification printed via the steps above and we will inform the National Student Clearinghouse.

Verifications for Future Terms: Enrollment verifications accessed through the National Student Clearinghouse (NSC) may not immediately be available for future terms (terms for which you've registered, but for which classes haven't begun). If you need verification for a future term AND if using the steps above does not generate a letter that covers that term, contact the Student Records Office.

Students who are attending less than half-time will not be able to obtain an enrollment verification through the above steps prior to the semester's start date. Verifications for those students should be possible, however, approximately 2-3 weeks into the semester.

Loan Deferments: The above-mentioned enrollment verification (accessible through Banner Self Service) should not be used for loan deferments. Those verifications are handled by lenders using online access to the NSC. Refer lenders with questions to service@studentclearinghouse.org.

TO LEARN YOUR BANNER SUid OR THE NAME OF YOUR ADVISOR:
1) Click on the Banner tab
2) Click on Student & Financial Aid
3) Click on Student Records
4) Click on View Student Information (you may be required to select a term first)
5) Your Banner SUid will appear in the upper right hand corner of the screen (next to your name) and your advisor's name will appear next to "Primary Advisor" in the General Student Record on the left.

TO LEARN YOUR EXPECTED GRADUATION DATE:
1) Click on the Banner tab
2) Click on Student & Financial Aid
3) Click on Student Records
4) Click on View Student Information (you may be required to select a term first)
5) Scroll down to see your Expected Graduation Date. If it's not correct, please complete a Change of Academic Program form in the Student Records Office to change that term/year.

TO UPDATE/ADD AN OFF-CAMPUS ADDRESS or PHONE NUMBER:
1) Click on the Banner tab
2) Click on Personal Information
3) Click on View and Update Address and Phones
4) All active addresses will appear (on campus, SU Box, permanent, business, etc.).
5) Click on the Current link next to the address you want to correct, OR choose an option from the Type of Address to Insert field at the bottom and click Submit.
6) Enter the required fields, including phone numbers, if available, and click Submit.

Note: You will not be able to make changes to your on campus address or SU Box.

If you encounter error messages or have difficulty with this form, click here for helpful tips.

TO UPDATE/ADD AN E-MAIL ADDRESS (not your SU E-Mail):
1) Click on the Banner tab
2) Click on Personal Information
3) Click on View and Update E-mail Addresses
4) All available e-mail addresses will appear.
5) Click on the link for the e-mail address you want to update, OR choose an option from the Type of E-mail to Insert field at the bottom and click Submit.
6) Enter the required fields and click Submit.

Note: Preferred e-mail addresses will always be the SU e-mail address and cannot be changed.

TO UPDATE/ADD/REMOVE AN EMERGENCY CONTACT:
1) Click on the Banner tab
2) Click on Personal Information
3) Click on View and Update Emergency Contacts
4) All available emergency contacts will appear.
5) Click on the link for the emergency contact you want to update, OR click on New Contact.
6) Enter the required fields and click Submit Changes.

For other menu items, click on the Site Map link on the far right to bring up a text menu with active links. More navigation details will be noted as Banner components are made available.

NOTE: Navigation directions on this page are subject to change.

Last update: 11/6/08 8:38 AM