BDM ApplicationXTender: Run Queries and Manage Student Data

Use the ApplicationXTender software within BDM to run queries and manage documents. Follow the steps below or view a detailed PDF guide.

Open

Access BDM and ApplicationXTender

1. Log into Banner.

2. From the Search screen, begin typing the name of a screen from which you will retrieve documents in BDM.

3. Click Retrieve OR enter a student's ID or name and then OK. After reaching the student's record, click Retrieve.

4. Click the application name in the breadcrumbs region to locate the icons to proceed.

Run a new query

1. Click the New Query icon to launch a new Search Screen.

2. Enter at a minimum the student ID, last name, and first name.

3. Click Run.

4. Any records associated to the student will then be displayed in the Query Results screen.

5. In the row containing the document type you want to view, click the drop-down arrow to the right of the student's name.

6. Click Open.

7. To make notes on the Open document, click the text symbol in the icon bar.

8. Add the text annotation, format as desired, and click OK.

Add a new document (upload from your computer)

1. Click New Document.

2. Add the student ID, and last name. Choose the Document type from the dropdown list and click Save.

3. Click the Add a new page icon and browse your computer to locate the file. Click Upload.

4. A success message is displayed on the screen.

Add a new batch

1. Click New Batch.

2. In the Upload New Batch dialog, choose the application from the dropdown list, enter the name of the batch, and click Continue.

3. The icon bar appears.

4. You can either add a page or scan a document.

   • Add a page:

     1. Click the add page icon.

     2. Complete the Add New Page dialog.

     3. Click Browse to locate the correct file and then click Upload.

   • Scan a document:

     1. If the Select Scanner icon is visible, click it to select a scanner.

        1. Click the name of the scanner.

        2. Click OK.

     2. Click the Scan icon.

     3. After being uploaded or scanned, the document appears.

Manage batches

1. Click Manage Batches.

2. The screen displays a list of all batches.

3. Locate the correct batch.

   1. Click the drop-down arrow to the right of its name.

   2. Choose Index.

4. In the right panel, complete the fields with an asterisk (student ID, document type, last name) and, optionally, any other fields.

5. Click Save.