 |
 |
| Click
here for instructions to login to UCF Financials through MyUCF Portal. |
|
|
Training |
Instructor-led/Hands-On Schedules |
|
Listed by Course |
| F&A Section: |
Financials Support Services |
| Course Number: |
FAM210
-Register |
| Course Name: |
Asset Management Workshop |
| Description: |
This hands-on-workshop covers the scanning process, departmental responsibilities, and acquiring online asset information, such an assets depreciated value, cost history, location, department/project, and off-campus custodian. The highlight will be learning about the queries you can use to obtain UCF asset information. Youll receive an overview of the data flow from a simple requisition or PCard transaction to the payment voucher and then to the Asset Management module. Creating an asset in the PCard module, increasing an existing asset's value with a PCard charge, decreasing an asset's value with a PCard credit, and splitting PCard transactions to create multiple assets from a single charge will also be covered. The instructor will review the Property Web sites links, including available forms, frequently asked questions and answers, schedule of inventory, and Surplus property. |
| Prerequisites: |
FAM110, FRP110
|
| DATE/TIME |
LOCATION |
INSTRUCTOR |
|
09/12/2008 Fri, 2:30-4:00
|
|
James Bray / Tereasa Clarkson / Albert Francis |
|
11/14/2008 Fri, 2:30-4:00
|
|
James Bray / Tereasa Clarkson / Albert Francis |
| F&A Section: |
Financials Support Services |
| Course Number: |
FRP210
-Register |
| Course Name: |
Basic Query Reports |
| Description: |
This instructor-led class teaches you how to create custom reports using PeopleSoft Query. You will also learn how to create criteria, join systems tables, and evaluate run-time prompts. Financials Support Services strongly recommends that in preparation for the class, you explore the Query Viewer menu option to which you already have access. Past experience has shown that familiarity with Query Viewer will greatly enhance your experience in the Basic Query class.
|
| Prerequisites: |
FNV110, FCA110, FRP110
|
| DATE/TIME |
LOCATION |
INSTRUCTOR |
|
09/10/2008 Wed, 8:00-5:00
|
|
Dorann Mullins / Marcia Maukonen |
|
11/06/2008 Thu, 8:00-5:00
|
|
Dorann Mullins / Marcia Maukonen |
| F&A Section: |
Financials Support Services |
| Course Number: |
FPO214
-Register |
| Course Name: |
ePro Requisition Workshop |
| Description: |
This instructor-led workshop is a review of its prerequisite FPO114 course, Creating eProcurement Requisitions. Topics covered include: 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.
|
| Prerequisites: |
FPO114
|
| DATE/TIME |
LOCATION |
INSTRUCTOR |
|
09/17/2008 Wed, 9:00-11:00
|
|
Marcia Maukonen / Mark Wray / Sandra Wheeler |
|
11/20/2008 Thu, 3:00-5:00
|
|
Marcia Maukonen / Mark Wray / Sandra Wheeler |
| F&A Section: |
Financials Support Services |
| Course Number: |
FPO215
-Register |
| Course Name: |
ePro Template Workshop |
| Description: |
The use of eProcurement templates can greatly decrease the amount of time it takes to prepare travel, and other types of purchase requisitions. ePro templates allow requesters to quickly create multiple-line travel, and other purchase requisitions, by copying the necessary information from an existing requisition form that then remains available for re-use. The instructor-led training workshop FPO 215 ePro Template Workshop is intended for anyone interested in learning to set up and use ePro templates. The focus of the workshop will be on creating templates for use in preparing travel requisitions, but the skill is transferable to all other types of purchase requisitions.
|
| Prerequisites: |
FPO114
|
| DATE/TIME |
LOCATION |
INSTRUCTOR |
|
10/02/2008 Thu, 9:00-10:30
|
|
Laura Crouch / Mark Wray |
|
12/04/2008 Thu, 9:00-10:30
|
|
Laura Crouch / Mark Wray |
| F&A Section: |
Financials Support Services |
| Course Number: |
FGL203
-Register |
| Course Name: |
Offline Journal Workshop |
| Description: |
This instructor-led class teaches the fundamentals of using UCF's Offline Journal entry process. The offline journal template allows departments/projects to transfer funds between University departments. 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. You will be provided step-by-step instructions and given the opportunity to practice with hands-on activities. |
| Prerequisites: |
FNV110, FCA110, FGL110
|
| DATE/TIME |
LOCATION |
INSTRUCTOR |
|
10/16/2008 Thu, 9:00-10:30
|
|
Mark Wray |
| F&A Section: |
Financials Support Services |
| Course Number: |
FPO212
-Register |
| Course Name: |
Purchasing Card Workshop |
| Description: |
This instructor-led workshop covers the PCard approval process, which includes how to assign chartfields, split charges, dispute a charge, and approve asset transactions. You will learn about record keeping and the preferred method to file current charges, how to submit a completed statement to F&A, how to scan a document to minimize its size, and how to use the PCard voucher description query to look up charges in DocView. In addition, the class will discuss PCard policies, including a review of prohibited charges, required signatures, and the approval role and the approvers ability to reject inappropriate charges. |
| Prerequisites: |
|
| DATE/TIME |
LOCATION |
INSTRUCTOR |
|
10/30/2008 Thu, 9:00-11:00
|
|
Albert Francis |
|
12/08/2008 Mon, 2:00-4:00
|
|
Albert Francis |
| F&A Section: |
Financials Support Services |
| Course Number: |
FNRP300
-Register |
| Course Name: |
Financials Report Training |
| Description: |
This hands on training class covers topics on how to run the reports, how to interpret the results, as well as tips on how to use UCF Financials to reconcile department or project expenditures. |
| Prerequisites: |
FNV110, FCA110, FRP110
|
| DATE/TIME |
LOCATION |
INSTRUCTOR |
|
09/04/2008 Thu, 9:00-11:00
|
|
Mark Wray |
|
11/05/2008 Wed, 9:00-11:00
|
|
Mark Wray |
|
|
|
