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Training |
Instructor-led/Hands-On Schedules |
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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
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| DATE/TIME |
LOCATION |
INSTRUCTOR |
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12/04/2009 Fri, 2:30-4:00
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James Bray |
| F&A Section: |
Financials Support Services |
| Course Number: |
FSC212
-Register |
| Course Name: |
Enhanced DAL Workshop |
| Description: |
This 90-minute instructor-led 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. They will learn how to use the Bulk Copy by Department and Bulk Approval features and how to inactivate employees. 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. |
| Prerequisites: |
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| DATE/TIME |
LOCATION |
INSTRUCTOR |
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12/03/2009 Thu, 10:00-11:30
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|
Mark Wray |
| 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.
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| Prerequisites: |
FPO114
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| DATE/TIME |
LOCATION |
INSTRUCTOR |
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12/09/2009 Wed, 10:00-12:00
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|
Mark Wray/Marcia Maukonen |
| 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
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| DATE/TIME |
LOCATION |
INSTRUCTOR |
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12/11/2009 Fri, 2:00-4:00
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|
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: |
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| DATE/TIME |
LOCATION |
INSTRUCTOR |
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12/14/2009 Mon, 2:00-4:00
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|
Albert Francis |
| F&A Section: |
Financials Support Services |
| Course Number: |
FPO213
-Register |
| Course Name: |
Travel Guidelines Workshop |
| Description: |
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. |
| Prerequisites: |
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| DATE/TIME |
LOCATION |
INSTRUCTOR |
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12/07/2009 Mon, 2:00-3:30
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|
Laura Crouch |
| 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
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| DATE/TIME |
LOCATION |
INSTRUCTOR |
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12/10/2009 Thu, 10:00-12:00
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|
Mark Wray |
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