Announcements
UCF Financials Instructor-led Training Available
Finance and Accounting is pleased to offer a total of nine instructor-led training workshops covering many areas of responsibility and job roles in UCF Financials. 22 additional sessions have been scheduled between now and the end of fiscal 2009, in June. Brief workshop descriptions are provided below.
There is no charge to take advantage of UCF Financials instructor-led training, but seating is limited. View the schedules and complete workshop descriptions at http://www.financials.ucf.edu/training/schedules/schedules.htm.
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FAM110 Asset Management Workshop – Recommended for departmental property custodians, and any other employee responsible for departmental, university, or state-owned property.
- FGL203 Offline Journal Entry – Learn the fundamentals of using UCF's Offline Journal entry process. You will learn how to download the journal template and its associated files, update chartfield values, and submit the completed journal to Finance and Accounting for processing.
- FPO212 Purchasing Card Workshop – Specifically designed for PCard approvers, this instructor-led workshop covers the PCard approval process, including how to assign chartfields, split charges, dispute a charge, and approve asset transactions. You are encouraged to bring actual PCard transactions you need to approve to class, so you will have meaningful data with which to practice approving.
- FPO214 ePro Requisition Workshop – Recommended for all requisition creators, the workshop covers creating an ePro requisition, creating a multi-line ePro requisition, creating an ePro requisition for travel expenditures, adding comments and attachments, approving ePro requisitions, and the workflow process.
- FPO215 ePro Template Workshop – For experienced requisition creators, using templates can greatly decrease the amount of time it takes to prepare travel, and other types of purchase requisitions. The focus of the workshop is on creating templates for use in preparing travel requisitions, but the skills learned are transferable to all other types of purchase requisitions.
- FRP210 Basic Query Reports – For users with a need to extract data from UCF Financials, This instructor-led class teaches you how to create custom reports using PeopleSoft Query. F&A’s Financials Support Services (FSS) team strongly recommends that in preparation for the class, you explore the Query Viewer menu option to which all UCF Financials users already have access. Past experience has shown that familiarity with Query Viewer will greatly enhance your experience in the Basic Query class.
- FRP300 Financials Reports Training – Learn to run and interpret the Budget Position and Expenditures within Date Range reports in this 2-hour, hands-on workshop.
- FSC212 Enhanced DAL Workshop – Each 90-minute workshop pairs Responsible Fiscal Officers (RFOs) with DAL Processors (DLPs). The first 50 minutes will introduce RFOs and DLPs to the Enhanced DAL, including an overview of the e-mails generated by the system. RFOs and DLPs will practice inputting employee information. The last 40 minutes, which are optional for RFOs, will focus on tasks DLPs will commonly encounter, such as adding PRC, PRA, and PCA security access to existing employees, using the Bulk Copy by Employee feature, and using the DAL Approval page to verify results.
- FPO213 Travel Guidelines Workshop – Recommended for departmental travel processors, this instructor led workshop will guide you through the basics of travel at UCF. You will learn about the basic rules of travel and the types of travel purchase orders (POs). In addition, the class will discuss foreign travel, group travel and how to fill out reimbursement forms.
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