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OIT - Office of Information Technology


Financials Training Schedule
July 2009 - December 2009

Register for Classroom Training

 

While most of the courses listed below are instructor-led, online course modules are provided when available, and indicated by the Online Learning button.

Curriculum

Financial Concepts and Policies    See calendar.

(Offered by Financial Training and Documentation, Office of the Controller)

University Development    See calendar.

Introduction to the Financials System

General Ledger System   See calendar.

Accounts Payable (AP)   See calendar.

Budget System   See calendar.

Travel System Online Learning

  • Travel System, training modules include:
    • Travel Arranger.
    • Travel Approver.
    • Traveler Training.
    • Travel Portal & Search Tool Training.
Procurement System   See calendar.

* Required training to become a delegated buyer. Steps for becoming a delegated buyer are outlined on the Purchasing Department web site.

eReports  See calendar

Calendar



Financial Concepts and Policies (Offered by Financial Training and Documentation, Office of the Controller)

Registration for these courses is available at Financial Concepts and Policies Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu.
CLASS SESSION DATE TIME LOCATION

Introduction to Your Business Responsibilities at OSU (Click on the course name to view a description of the course.)

When you receive approval authority in the HR or Financials System for the first time, you are required to attend "Introduction to Your Business Responsibilities at OSU." Refer to "User Types and Workflow Roles" at http://www.oit.osu.edu/hrfin/securityandworkflow.html to see if you should attend.

 Single Session

6/9/09
8:30-12:30
 231 Mount
Single Session

7/1/09
8:30-12:30
 231 Mount
Single Session

8/6/09
8:30-12:30
 231 Mount
Single Session

9/18/09
8:30-12:30
 231 Mount
Single Session 10/29/09
12:30-4:30
231 Mount
Single Session

12/4/09
8:30-12:30
 231 Mount
  

University Expenditures Policy (Click on the course name to view a description of the course.)

 

 Single Session 6/9/09
2:00-4:00
 231 Mount
Single Session 7/1/09
2:00-4:00
 231 Mount
Single Session 8/6/09
2:00-4:00
 231 Mount
Single Session 8/27/09
9:00-11:00
 231 Mount
Single Session 9/24/09 2:00-4:00 231 Mount
Single Session 11/19/09 9:00-11:00 231 Mount
Single Session 12/4/09 2:00-4:00 231 Mount
 

The Procurement and Payment Process (Click on the course name to view a description of the course.)  

 Two Sessions 6/4-6/5/09
8:30-3:00
each day
231 Mount
Two Sessions 7/16-7/17/09
8:30-3:00
each day
231 Mount
Two Sessions 8/13-8/14/09
8:30-3:00
each day
231 Mount
Two Sessions 10/22-10/23/09
8:30-3:00
each day
231 Mount
Two Sessions 12/10-12/11/09
8:30-3:00
each day
231 Mount
 

Debits and Credits (Click on the course name to view a description of the course.)

 Two Sessions 7/7-7/8/09
8:30-12:30
each day
 231 Mount
Two Sessions 9/29-9/30/09
8:30-12:30
each day
 231 Mount
Two Sessions 11/4-11/5/09
8:30-12:30
each day
231 Mount
 

Accounting at OSU (Click on the course name to view a description of the course.)

 Two Sessions 6/1-6/2/09
12:30-4:30
each day
231 Mount
Two Sessions 7/23-7/24/09
12:30-4:30
each day
231 Mount
Two Sessions 10/6-10/7/09
8:30-12:30
each day
231 Mount
Two Session 11/9-11/10/09
12:30-4:30
each day
231 Mount
 

Using General Ledger Reports (Click on the course name to view a description of the course.)

 Two Sessions 6/10-6/11/09
8:30-3:00
first day
8:30-12:30
second day
231 Mount
Two Sessions 7/30-7/31/09
8:30-3:00
first day
8:30-12:30
second day
231 Mount
Two Sessions 10/14-10/15/09
8:30-3:00
first day
8:30-12:30
second day
231 Mount
Two Sessions 11/17-11/18/09
8:30-3:00
first day
8:30-12:30
second day
231 Mount
  

The Reconciliation Process (Click on the course name to view a description of the course.)

 Two Sessions

6/24-6/25/09
8:30-3:00
each day
231 Mount
Two Sessions

8/11-8/12/09
8:30-3:00
each day
231 Mount
Two Sessions

10/27-10/28/09
8:30-3:00
each day
231 Mount

Two Sessions

 12/1-12/2/09
8:30-3:00
each day
 231 Mount
 

Earnings Operations at OSU (Click on the course name to view a description of the course.)

One Session

 9/16/09
 8:30- 4:00
231 Mount

One Session

 12/16/09
 8:30- 4:00
231 Mount
 

Accounts Receivable and Accounts Receivable Collection Services (Click on the course name to view a description of the course.)

 One Session 8/26/09
 8:30-12:30
 231 Mount
 
Managing Your Department's Capitalized Equipment (Click on the course name to view a description of the course.) Single Session 6/22/09
 12:30-4:30
 231 Mount
Single Session 7/29/09
 12:30-4:30
 231 Mount
Single Session 9/22/09
 12:30-4:30
 231 Mount
Single Session 11/23/09
 12:30-4:30
 231 Mount
 

Stewardship of Endowment and Gift Funds (Click on the course name to view a description of the course.)

 Two Sessions 9/2-9/3/09
8:30-12:30
each day
231 Mount
Two Sessions 12/8-12/9/09
8:30-12:30
each day
231 Mount
 

Tax Obligations & Compliance at OSU (Click on the course name to view a description of the course.)  

 Single Session 11/12/09
1:00-4:30
 231 Mount
 

Development Fund Warehouse (DFW) (Offered by University Development )

Registration for these courses is available at University Development Training Self Registration. For questions regarding registration, contact us at trngnotif@osu.edu.
CLASS SESSION DATE TIME LOCATION

Development Fund Warehouse (DFW)

Be sure to review the above course description link for details on how to complete the security access form required prior to attending the DFW session.
Single Session
7/7/09 3:00-4:30 1480 W. Lane Ave., Room 013
Single Session 8/4/09 8:30-10:00 1480 W. Lane Ave., Room 013
Single Session 9/1/09 3:00-4:30 1480 W. Lane Ave., Room 013
Single Session 10/6/09 8:30-10:00 1480 W. Lane Ave., Room 013
Single Session 11/3/09 3:00-4:30 1480 W. Lane Ave., Room 013
Single Session 12/1/09 8:30-10:00 1480 W. Lane Ave., Room 013
 

Introduction to the Financials System Online Learning

Learn the basics about using the OSU Financials System via this online Carmen tutorial. Refer to the following Self-enrollment job aid in order to enroll and then access the course in Carmen.
 

General Ledger System

Registration for these courses is available at General Ledger Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu.
CLASS SESSION DATE TIME LOCATION

Journal Entry, Inquiry, and Approval (Click on the course name to view a description of the course.)

 Single Session 8/18/09
8:00-12:00
 191 Mount
Single Session 9/23/09
1:00-5:00
 191 Mount
Single Session 11/12/09
8:00-12:00
 191 Mount
Single Session 12/9/09
8:00-12:00
 191 Mount
 
Asset Management (Click on the course name to view a description of the course.) Single Session
8/26/09
1:00-4:00
 191 Mount
Single Session
10/21/09
1:00-4:00
 191 Mount
 

Deposits (Click on the course name to view a description of the course.)

 Single Session 8/12/09
1:00-5:00
 191 Mount
Single Session 10/8/09
8:00-12:00
 191 Mount
 

Accounts Payable (AP) Online Learning
PREP Training (Click on the course name to view a description) is available via a online Carmen tutorial. Refer to the following Self-enrollment job aid in order to enroll and then access the course in Carmen.
 

Budget System

Registration for these courses is available at Budget Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu.

CLASS SESSION DATE TIME LOCATION

Budget and Fund Transfers (Click on the course name to view a description of the course.)

 Single Session 7/9/09
8:00-12:00
 191 Mount
Single Session 9/9/09
1:00-5:00
 191 Mount
Single Session 10/21/09
8:00-12:00
 191 Mount
 

Travel System Online Learning

Travel System training modules (click on the course name to view descriptions) are available via a suite of online Carmen courses. Refer to the following Self-enrollment job aid to enroll and then access the courses in Carmen.

 

Procurement System

Registration for these courses is available at Procurement Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu.

CLASS SESSION DATE TIME LOCATION

Procurement Inquiry and Approval (Click on the course name to view a description of the course.)

 Single Session 6/23/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 7/23/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session
8/20/09
1:00-5:00
 2650 Kenny,
Innovation Lab

Single Session

9/17/09
1:00-5:00
 2650 Kenny,
Innovation Lab

Single Session

10/22/09
1:00-5:00
 2650 Kenny,
Innovation Lab

Single Session

11/19/09
1:00-5:00
 2650 Kenny,
Innovation Lab

Single Session

12/17/09
1:00-5:00
 2650 Kenny,
Innovation Lab
 

Procurement Card Reallocator (Reconciler) (Click on the course name to view a description of the course.)

 
 

Procurement Card Holder (Click on the course name to view a description of the course.)

 

 See the Purchasing Card Program site.  
 

Requisition 1 (Click on the course name to view a description of the course.)

 

 Single Session 6/2/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 7/7/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 8/4/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 9/1/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session

10/6/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 11/3/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 12/1/09
1:00-5:00
 2650 Kenny,
Innovation Lab
 

Requisition 2 (Click on the course name to view a description of the course.)

 

 Single Session 6/4/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 7/9/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 8/6/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 9/3/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session

10/8/09
1:00-5:00

2650 Kenny,
Innovation Lab
Single Session 11/5/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 12/3/09
1:00-5:00
 2650 Kenny,
Innovation Lab
 

Requisition 3 (Click on the course name to view a description of the course.)

 

 Single Session 6/11/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 7/14/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 8/11/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 9/8/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session

10/13/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 11/10/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session 12/8/09
1:00-5:00
 2650 Kenny,
Innovation Lab
 

Purchase Order 1 (Click on the course name to view a description of the course.)

 Single Session

6/16/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session

7/16/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session

9/10/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session

11/12/09
1:00-5:00
 2650 Kenny,
Innovation Lab
 

Purchase Order 2 (Click on the course name to view a description of the course.)

 Single Session

6/18/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session

7/21/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session

9/15/09
1:00-5:00
 2650 Kenny,
Innovation Lab
Single Session

11/17/09
1:00-5:00
 2650 Kenny,
Innovation Lab
 

Receipts (Click on the course name to view a description of the course.)

 Single Session 6/16/09
8:30-12:30
 2650 Kenny,
Innovation Lab
Single Session 9/16/09
1:00-5:00
 2650 Kenny,
Innovation Lab


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