Phase I (implemented July 2003)

Course

Audience

Timing

Readiness Training

All users of financial information.

Available

Basic Training

All users of financial information: especially users of paper statements, GA Query, and journal vouchers.

Available

Basic II

All who have taken the Basic Training. Basic II includes updates. It elaborates on recently released features and additional public queries you can use.

Available

Know Thy Data

Query & Report Writers.
Can be self-taught, or ask your Communications Team representative.

Available at the “Data and Terminology” tab on this site

Query Training

Report Writers: users needing to write and pull reports using financial data: those who currently use the data warehouse, and/or who manipulate financial data in spreadsheets or databases.

Available

Query Booster

Report writers who have mastered the Query Training class above and want to advance their skills.

Three articles available

Labor Allocation Module

All who allocate review and report on employees’ funding (frequently, HR liaisons).

Available

Procurement Forms Training

All who request Purchase Orders or Payment to Individuals or vendors.

Available

Phase II (implemented July 2004)

Course

Description/Audience

Timing

Readiness II

All users of Phase II processes. What will (and will not) be changing, and a preview of the ways in which this phase will build on the first.

Available

Grants Preview

This PowerPoint presentation is an overview for people in your units who want a basic understanding of the PS Grants Functionality before the hands-on training. It will also be useful for faculty, deans, chairs or others who don’t have the time or inclination to attend the hands-on training.

Available

Cash Transmittal

The paper cash transmittal form is no longer accepted by the Cashiers Office. We encourage all people who prepare or approve cash transmittal forms to attend one of the training sessions for the new CASH TRANSMITTAL WEBFORM. You will receive handouts with complete instructions for using the new web form at the training sessions.

Available

Non-Student Billing

Non-student (miscellaneous) billing will no longer be done in SIS with “999” numbers. The Bill Non-Student Customers Webform will replace the FFAR form (except for student billing) and the Single-Charge Miscellaneous Billing EZ Form. We encourage all people who prepare non-student invoices to attend one of these training sessions. The training session handout and a sample invoice are also on this website. Non-Student Billing defined:  These are invoices generated through the University accounts receivable system to companies and individuals for goods or services.

Available

Crosswalk

The Crosswalk facility helps users to identify new PeopleSoft Purposes and Accounts, based on legacy Account Codes and Object Codes. First described in the Phase I Basic Training, step-by-step instructions are also available.

Available