Training Curriculum

 

May 2017: NUFinancials training related the June 2017 upgrade will be available in myHR Learn soon, with other systems' training to follow.
For details, please see: Administrative Systems Training Migration to myHR Learn.

January 2017: Due to limited training staff availability, some classroom courses are temporarily unavailable.
Please take advantage of the resources below, or attend an Open Lab.

 

Accounting

Actuals Journals Overview 7m 01/14

FMS711 Actuals Journals

Course Session

Register: FMS711 Actuals Journals - Classroom

After Class

  1. Introducing the Agency Journal 38m Webinar 12/17/13

Library

About Actuals Journals
  1. Which Journal Should I Use? Reference
  2. Actuals Portal Sample Transactions Reference
  3. Complete the 90-Day Justification Form Job Aid
  4. Recognize Cash Offset Lines Reference
Searching for and Troubleshooting Actuals Journals
  1. Searching for Actuals Journals Training Guide
  2. Troubleshooting for Actuals Journals Reference
Correction Journals
  1. Finding the Original Journal ID for Expense Reports, Cash Advances & Vouchers Job Aid
  2. Creating Correction Journals Training Guide
Internal Sales Journals
  1. Creating Internal Sales Journals Training Guide
  2. Correcting Internal Sales Journals Training Guide
Transfer Journals
  1. Creating Transfer Journals Training Guide
Agency Journals
  1. Creating Agency Journals Training Guide
  2. Correcting Agency Journals Training Guide
Miscellaneous
  1. Chart of Accounts Quick Reference Reference09/14
  2. Transaction Status Definition Reference05/14
  3. Email Notifications Job Aid

FMS712 Balance Sheet & Spreadsheet Journals

Register for Journal Spreadsheet Upload Process with Accounting Services.

Balance Sheet Journals

  1. Contact Accounting Services Transaction Support Team for approval and guidance.
  2. Balance Sheet Journals 42m Webinar 12/17/13

Journal Spreadsheets

  1. Contact Accounting Services for Journal Spreadsheet Training.

Library

  1. Creating Balance Sheet Journals Training Guide 01/15
  2. Creating a Journal Spreadsheet Training Guide
  3. Searching for Spreadsheet Journals Training Guide
  4. Troubleshooting for Actuals Journals Training Guide

FMS750 Asset Management Self Service

FMS751 Asset Management Business Administrators

Revenue

Revenue Overview 5m 01/13

FMS740 Receiving and Depositing Revenue

Registration is optional.
Register: FMS740 Receiving and Depositing Revenue - Online
Begin this online course at any time, below.

Online Course

Receiving and Depositing Revenue Course Guide 01/16

Receiving and Depositing Revenue Transcript 01/16

Part 1: Deposit Process

  1. Sealed Bag Deposit Process (Cash/Checks) 15m Presentation

Part 2: Create Cash Receipt Tickets (CRT)

  1. Create a Cash Receipt Ticket (CRT) 18m Demonstration 01/16
  2. Create a Cash Receipt Ticket (CRT) 5m Exercise 01/16
  3. Add Overages or Shortages to a CRT 5m Exercise 01/16

Part 3: Search for Cash Receipt Tickets (CRT)

  1. Search for Cash Receipt Tickets (CRT) 15m Demonstration 01/16

Library

  1. Creating a Cash Receipt Ticket Training Guide
  2. Creating and Using a CRT Template Training Guide
  3. Sealed Bag Deposit Process (Cash/Checks)Presentation01/16

Budgeting

Budgeting Overview 7m

Prepare Budgets in NUPlans

NUPlans Updates

FMS701 NUPlans Budgeting Basics

Registration is optional.
Register: FMS701 NUPlans Budgeting Basics - Online
Begin this online course at any time, below.

Online Course

NUPlans Budgeting Basics Course Guide 04/15

NUPlans Application Basics

  1. NUPlans Application Basics Transcript 04/15
  2. Introducing the NUPlans Budgeting Applications 2m Demonstration 04/15
  3. Tour NUPlans Contributor 7m Demonstration 04/15
  4. Tour NUPlans Web 7m Demonstration 04/15

Getting Started

  1. Data Entry Routine in NUPlans Contributor 3m Exercise 04/15
  2. Data Entry Techniques in NUPlans Contributor 6m Demonstration/1504/15

Preparing Budgets

  1. Preparing Budgets Transcript
  2. Budget Compensation: Existing Employees 19m Demonstration 04/16
  3. Budget Compensation: Placeholders 8m Demonstration 04/15
  4. Budget Compensation: Totals and Summaries 11m Demonstration 04/15
  5. Estimate Grant Expenses 13m Demonstration 04/15
  6. Budget Revenue and Expenses 12m Demonstration 04/15
  7. Find Budget Balances and Projected Carryforward 5m Demonstration 04/15
  8. Get Budget Preparation Reports 10m Demonstration 04/15
  9. Initiate the Review Process 3m Demonstration 04/15

Reviewing Budgets

  1. Approve or Reject Budgets in NUPlans Contributor 2m Exercise
  2. NUPlans Distributed Review Process Reference 04/15

Library

  1. Login to NUPlans Job Aid04/16
  2. NUPlans Budget Preparation Checklists Checklists
  3. NUPlans Contributor Basics Manual 04/15
  4. Budget Preparation Process Reference03/15
  5. Budget Preparation Glossary Glossary
  6. Budget Preparation FAQs Reference 04/15
  7. How to Look Up User Securtity Job Aid 7/16

FMS705 NUPlans for Grants

Registration is optional.
Register: FMS705 NUPlans Web - Online
Begin this course at any time, below.

Online Course

NUPlans for Grants Course Guide04/13/15

Estimating Grant Expenses

  1. Estimating Grant Expenses 13m Demonstration

Library

  1. Login to NUPlans Job Aid04/16
  2. NUPlans Budget Preparation Checklists Checklists
  3. NUPlans Grant Input View Reference
  4. Grant Proposals and Indirects Report in NUPlans Web Tutorial
  5. Grant Proposals in NUPlans Web Job Aid

FMS707 NUPlans Compensation Budgeting

FMS708 NUPlans Fund Budgeting

Course Session

Register: FMS708 NUPlans Fund Budgeting - Classroom

After Class

Budgeting Fund 171
  1. Create a Zero-dollar Expense Budget and Indicate Spending Authority 5m Demonstration 05/15
  2. Budget Expenses and Indicate Spending Authority from Reserves 6m Demonstration 05/15
  3. Budget Expenses and Indicate Spending Authority from an Allocation 7m Demonstration 05/15
  4. Budget Expenses and Indicate Spending Authority from Revenue 6m Demonstration 05/15
Manipulating Views
  1. Manipulating Views - NUPlans Budgeting and Forecasting 9m Demonstration
Analyzing and Exporting
  1. Tracing the Data Flow in NUPlans Contributor2m Demonstration
  2. Exporting Data from NUPlans Contributor2m Demonstration

Library

General
  1. Login to NUPlans Job Aid04/16
  2. Manipulating Views Manual 05/15
  3. Preparing Budgets in NUPlans Checklist
Allocations
  1. Allocations in NUPlans Tutorial 05/15
Views in NUPlans Contributor
  1. Budget Input Views in NUPlans Contributor Reference
  2. Carry Forward View in NUPlans Contributor Reference
  3. Allocations View in NUPlans Contributor Reference
Chart String Maintenance in NUPlans Web
  1. Add Account to Chart String Tutorial
  2. Change Chart String Status Tutorial
Commitments in NUPlans Web
  1. Commitment Budgeting Visual Aid 4/15
  2. Commitment Budgeting Job Aid 4/15
Reports in NUPlans Web
  1. Budget Preparation Reports Reference 4/15

FMS706 NUPlans Advanced Topics (Optional)

Registration is optional.
Register: FMS706 NUPlans Advanced Topics (Optional) - Online
Begin this online course at any time, below.

Online Course

How to Complete: NUPlans Advanced Topics (Optional) 04/15

Part 1: Manipulating Views

  1. Manipulating Views Manual 05/15
  2. Manipulating Views - NUPlans Budgeting and Forecasting 9m Demonstration

Part 2: Using Data Spreading

  1. Using Data Spreading Job Aid 05/13

Part 3: Using Sandboxes

  1. Using Sandboxes Job Aid 05/13

Manage Budgets in NUFinancials and Cognos BI

FMS720 NUFinancials Budget Adjustments

This course is self-paced and on-demand. No registration is necessary.

Online Course

  1. NUFinancials Budget Adjustments Course Guide 01/16
  2. NUFinancials Budget Adjustments Transcript 01/16
  3. Budget Journal Process Visual Aid 01/16

Part 1: Adjust Budgets with NUFinancials Budget Journals

  1. NUFinancials Budget Adjustments 9m Presentation 01/16
  2. Adjust a Revenue and Expense Budget 17m Demonstration 01/16
  3. Adjust an Expense Budget 5m Exercise 01/16
  4. Adjust a Revenue Budget 5m Exercise 01/16

Part 2: Search for and Troubleshoot Budget Journals

  1. Budget Journal Process and Statuses 5m Presentation 01/16
  2. Search for Budget Journals 9m Demonstration 01/16
  3. Troubleshoot Budget Journals 9m Demonstration 01/16
  4. Search and Troubleshoot Budget Journals 5m Exercise 10/12

Library

  1. Initiating Budget Adjustments Training Guide
  2. Searching for Budget Journals Training Guide
  3. Budget Journal Troubleshooting Job Aid
  4. Chart of Accounts Quick Reference Reference09/14
  5. Email Notifications Job Aid

FMS722 NUFinancials Budget Searches

FMS723 Reconciling Budgets

Register: FMS723 Reconciling Budgets - Classroom

Library

Budget Reconciliation
  1. Budget Reconciliation Presentation 01/15
  2. Budget Reconciliation Manual 02/15
  3. Transaction Status Definition Reference05/14
Purchasing and Payments
  1. SC016 Open Encumbrance Report Explanation Reference
  2. Match Exception Rules Reference
  3. Finding Match Exceptions Job Aid
  4. SC028 Voucher Activity by DeptID Job Aid 03/14
Expense Reimbursements
  1. SC026 Expenses Submission/Workflow Report Explanation Job Aid
General Ledger
  1. Viewing Payroll Suspense Job Aid
  2. Review Activity on ChartField1 and Program Code Job Aid
Financial Monitoring for Schools and Units
  1. GL068 Financial Summary Job Aid
  2. GL069 Financial Summary (Including Multi-Year Funds) Job Aid
  3. GL070 Financial Summary with Project Purpose Job Aid
  4. GL071 Financial Summary – Historical Comparison Job Aid

Forecast in NUPlans

NUPlans has undergone an upgrade (Oct. 2015) to add new functionality, improved performance, and an easier login process.

Application Changes

  1. NU Plans Application Changes - Fall 2015 36m Webinar
  2. NUPlans Application Changes - Fall 2015 Presentation
  3. NUPlans Application Changes - Fall 2015 Reference

FMS716 NUPlans Forecasting Basics

Registration is optional.
Register: FMS716 NUPlans Forecasting Basics – Online
Begin this online course at any time, below.

Online Course

NUPlans Forecasting Basics Course Guide 02/15

Part 1: Get Started

  1. Navigate in NUPlans Forecasting 15m Demonstration 03/16
  2. Navigate in NUPlans Forecasting Transcript 03/16
  3. Enter Data in NUPlans Forecasting 11m Demonstration 03/16
  4. Enter Data in NUPlans Forecasting Transcript 03/16

Part 2: Enter Forecasts

  1. Enter a Forecast in Detailed Forecasting 5m Exercise 03/16
  2. Enter a Forecast in Chart String Forecasting 5m Exercise 03/16

Part 3: NUPlans Forecasting Process

  1. NUPlans Forecasting Options Overview 3m Presentation 03/16
  2. NUPlans Forecasting Options Transcript 03/16
  3. Part 1: Detailed Forecasting 13m Demonstration 03/16
  4. Part 2: Chart String Forecasting 13m Demonstration 03/16
  5. Part 3: Summary Forecasting 7m Demonstration 03/16
  6. Part 4: All Funds Performance 9m Demonstration 03/16

Library

  1. Login to NUPlans Job Aid04/16
  2. NUPlans Forecasting Overview System Overview 03/16
  3. NUPlans Forecasting Basics Manual 03/16
  4. How to Look Up User Securtity Job Aid 7/16

FMS717 NUPlans Operational Forecasts

Payments

Expense Reimbursement Overview 5m 01/13
Procurement Overview 5m 01/13

FMS807 Employee Expense Reimbursements - Electronic Approvals

Register: FMS807 Employee Expense Reimbursements - Classroom

Recorded Webinar: Expenses Electronic Workflow Changes

Before Class

  1. Researching Travel and Entertainment Policies Exercise

After Class

  1. Proxy Access Exercise 12/13

Library

Electronic Approvals
  1. Employee Approval Job Aid
  2. Supervisor Approval Job Aid
  3. myHR Managing Expenses Supervisors Job Aid10/14
  4. Approval Process: Expenses Job Aid10/14
Expense Reports with Electronic Approval
  1. Entering an Expense Report Training Guide
  2. Expenses Entry Quick Reference Job Aid
  3. Entering Foreign Currency Job Aid
  4. Expenses & Travel Auth at Fiscal Year End Job Aid
  5. FYE Expense Budget Check Error Job Aid
  6. Using Per Diem on an Expense Report Job Aid
  7. Expense Report Attachments Job Aid
  8. Documentation & Scanning Tips Job Aid01/14
  9. Workflow Routing Job Aid
General
  1. Common Errors for Expense Transactions Training Guide
  2. Managing Expense/AdvancesTraining Guide
  3. Add Proxy Access Job Aid
  4. Expense/Advance Payment Status Job Aid
  5. SC026 Expenses Submission/Workflow Report Explanation Job Aid
  6. Employee Expense Report Checklist Job Aid
  7. SC030 Open Travel Authorizations Job Aid
  8. Transaction Status Definition Reference05/14
  9. Chart of Accounts Quick Reference Reference09/14
  10. Changing the Accounting Date on Expense Reports Job Aid
  11. Email Notifications Job Aid
  12. Using the Visitor's Expense Report Job Aid
Advances
  1. Requesting an Advance Training Guide
  2. Applying an Advance Training Guide02/15
Procurement Card Reconciliation/My Wallet
  1. Enter an Expense Report for My Wallet Transactions Training Guide
  2. Enter an Expense Report for My Wallet TransactionsExercise 01/27/16
  3. SC034 P-Card Activity Report Job Aid
  4. My Wallet Webinar Slides Presentation

FMS832 Online Vouchers

Register: FMS832 Online Vouchers - Classroom

Before Class

  1. Researching Online Voucher Policy Exercise12/13

After Class

  1. Entering an Online Voucher 10m Webinar 10/11
  2. Tracking Online Vouchers 3m Webinar 10/11

Library

  1. Entering an Online Voucher Training Guide
  2. Submit Request to Add/Update Vendor Training Guide
  3. Entering an Online Voucher Job Aid
  4. Using the Contracted Services Form for U.S. Residents Job Aid
  5. Using the Visitor's Expense Report Job Aid
  6. Tracking & Troubleshooting Online Vouchers Job Aid
  7. Documentation & Scanning Tips Job Aid
  8. Online Voucher Links Job Aid
  9. Online Voucher at Fiscal Year End Job Aid
  10. Enter Online Voucher - Error Messages Job Aid
  11. View Payments to Vendors and Non-employees Training Guide
  12. SC028 Voucher Activity by DeptID Job Aid
  13. Transaction Status Definition Reference
  14. Chart of Accounts Quick Reference Reference09/14
  15. Email Notifications Job Aid
Vendor Requests
  1. Enter a Request to Add or Modify a Vendor Job Aid
  2. Add New Vendor - Independent Contractor Job Aid
  3. Add New Vendor - Supplier Job Aid
  4. Add New Vendor - Refund Job Aid
  5. Add New Vendor - Attorney Job Aid
  6. Review or Edit a Vendor Request Job Aid
  7. Vendor Address Quiz Reference
  8. Vendor Requests 39m Webinar
  9. Vendor Requests Presentation

Purchasing

Procurement (Purchasing) Overview 9m 09/13

FMS801 Shopping iBuyNU

Shopping iBuyNU Course Guide 12/13

Before Class

  1. Introducing the iBuyNU Interface 24m Webinar 11/06/13

Live In-Person Training

Register: FMS801 Shopping iBuyNU - Classroom

After Class

  1. Create and Assign a Cart 9m Demonstration 10/13
  2. Assign a Cart for the First Time Tutorial 10/13
  3. Add an Item from a Recent Cart 7m Demonstration 10/13

Library

Quick Start
  1. Introducing the iBuyNU Interface Reference 10/13
  2. Purchasing Glossary Reference 03/10
  3. Purchasing Options Reference 03/10
Creating and Assigning Carts
  1. Search iBuyNU Training Guide
  2. Create and Assign a Shopping Cart Training Guide
  3. Shop Punchouts and Create Cart Job Aid
  4. Shopping Cart Naming Conventions Reference
  5. About Ship To Locations Reference
  6. Create and Add Favorites Training Guide
  7. Order from a Stockroom Reference
Accessing Assigned Carts and Orders
  1. Unassign a Cart and Recreate a Cart Job Aid
  2. History - Quick Start Reference10/13
  3. Search History Training Guide
  4. View or Print a PO or Invoice Job Aid

FMS803 Requester Basic Topics

FMS803 Requester Basic Topics Course Guide 03/14

Before Class

  1. Purchasing and Payments Overview16m Presentation
  2. Distinguish between Catalog and Non-Catalog Requisitions 3m Presentation

Course Session

  1. Register: FMS803 Requester Basics - Classroom

After Class

Catalog Requisitions
  1. Create a Catalog Requisition 19m Demonstration 10/13
  2. Create a Catalog Requisition from a Shopper's Assigned Cart 19m Demonstration 10/13
  3. Introducing the iBuyNU Interface 24m Webinar
Non-Catalog Requisitions
  1. Create a Non-Catalog Requisition 15m Exercise 12/27
  2. Create a Blanket Requisition 10m Exercise 01/14
Receipts

See FMS816 Receipts below

Library

Catalog Requisitions
  1. Introducing the iBuyNU Interface Reference10/13
  2. Search iBuyNU Training Guide
  3. Create a Catalog Requisition Training Guide
  4. Create a Catalog Requisition from a Shopper's Assigned Cart Training Guide
  5. Order from a Stockroom Reference
  6. Shopping Cart Naming Conventions Reference
  7. About Ship To Locations Reference
  8. Create and Add Favorites Training Guide
  9. Assign a Substitute Requester Job Aid
  10. History - Quick Start Reference10/13
  11. Search History Training Guide
  12. View or Print a PO or Invoice Job Aid
  13. View an iBuyNU Item Description in Manage Requisitions Job Aid05/12
Non-Catalog Requisitions
  1. Non-Catalog Requisition Training Guide
  2. Create a Non-Catalog Requisition Job Aid
  3. Special Requisition: Blanket Training Guide
  4. Create a Blanket Requisition Job Aid
  5. Special Requisition: Receive by Dollar Amount Training Guide
  6. Special Requisition: Grant Subcontract Training Guide
  7. Create a Pre-Payment Requisition Using Hold PO Job Aid
  8. Hold PO from Further Processing Function Job Aid
  9. Create a Non-Catalog Contract Requisition Job Aid
Catalog and Non-Catalog Requisitions
  1. Create a Requisition for a Purchase of Capital Equipment Training Guide
  2. Item Categories for Assets and Account Codes for Capital Equipment Job Aid
  3. Entering Chart Strings Training Guide
  4. Resolve Combination & Budget Check Errors Job Aid
  5. Attachments and Comments Job Aid
  6. Using the Attention Field Job Aid
  7. Sample Purchasing Email Notifications Job Aid
Manage Requisitions
  1. Edit Requisitions Training Guide
  2. Cancel Requisition Training Guide
  3. Re-Open Canceled Requisition Training Guide
  4. Viewing Requisition Attachments Job Aid
  5. Manage Requisitions: View Lifespan Training Guide
Miscellaneous
  1. General Navigation in NUFinancials Training Guide
  2. Purchasing Options at NU Reference03/10
  3. Purchasing Glossary Reference03/10
  4. Non-Catalog Favorites Job Aid
  5. Line Defaults and Modify Line/Shipping/Accounting Job Aid
  6. Enter a Request to Add or Modify a Vendor Job Aid
  7. Budget Stages for REQ/PO Reference
  8. Printing an Unauthorized PO Job Aid
  9. Transaction Status Definition Reference05/14
  10. Chart of Accounts Quick Reference Reference09/14
  11. Email Notifications Job Aid
  12. Credits from Vendors Job Aid

FMS816 Receipts

Registration is optional.
Register: FMS816 Receipts - Online
Begin this online course at any time, below.

FMS816 Receipts Course Guide

Online Class

Part 1: Introduction to Receipts

  1. Receiving 5m Overview01/13
  2. Entering Receipts in Two Different Pages 4m Presentation 05/14
  3. Entering Receipts for Amount-only Purchase Orders 4m Presentation05/14

Part 2: Enter Receipts

  1. Enter a Receipt Using Add/Update Receipts 10m Exercise05/14
  2. Enter a Receipt Using Manage Requisitions 10m Exercise05/14

Library

Add/Update Receipts
  1. Enter Receipts Using Add/Update Receipts Training Guide
  2. Cancel Receipts Using Add/Update Receipts Training Guide
Manage Requisitions
  1. Enter Receipts Using Manage Requisitions Training Guide
  2. Cancel Receipts Using Manage Requisitions Training Guide
Changed and Rolled POs
  1. Cancel a Receipt for a Changed or Rolled PO Job Aid
  2. Create a Receipt for Changed or Rolled PO Job Aid
General
  1. Enter a Receipt Job Aid

FMS815 Requester Advanced Topics

FMS815 Requester Advanced Topics Course Guide 03/14

Before Class

  1. Purchase to Payment Lifespan 25m Lesson 01/13
  2. Matching and Tolerance 7m Overview 01/13

Course Session

  1. Register: FMS815 Requester Advanced Topics - Classroom

After Class

Purchasing Inquiries
  1. PO Inquiry: Identify Line Status 8m Demonstration 02/14
  2. Activity Summary: Determine Why a PO is Unpaid 10m Demonstration
  3. Voucher Inquiry: Check Payment of Invoice 5m Demonstration
  4. Voucher Inquiry: Find Match Exceptions 7m Demonstration 03/14
  5. NUFinancials Lifecycle Viewer 51m Webinar 7/13/11
Purchase Order Change Request
  1. Submit a PO Change Request 11m Demonstration 2/7/2014
  2. PO Change Order Request 53m Webinar 12/13

Library

Purchasing Inquiries
  1. Common Purchasing Inquiries Reference06/14
  2. Manage Requisitions: View Lifespan Training Guide
  3. Lifecycle Viewer Training Guide
  4. Activity Summary: Determine a Blanket Balance Job aid
  5. View Payments to Vendors and Non-employees Training Guide
  6. Viewing PO Invoices via OnBase Training Guide
Purchase Order Change Request
  1. Submit a Request to Change a Purchase Order Training Guide
  2. Manage Purchase Order Change Requests Training Guide
  3. PO Change Request Status Reference 12/13
Receipts
  1. Cancel a Receipt for a Changed or Rolled PO Job Aid
  2. Create a Receipt for Changed or Rolled PO Job Aid
Vendor Requests
  1. Enter a Request to Add or Modify a Vendor Job Aid
  2. Add New Vendor - Independent Contractor Job Aid
  3. Add New Vendor - Supplier Job Aid
  4. Add New Vendor - Refund Job Aid
  5. Add New Vendor - Attorney Job Aid
  6. Review or Edit a Vendor Request Job Aid
  7. Vendor Address Quiz Reference
  8. Vendor Requests 39m Webinar
  9. Vendor Requests Presentation
Miscellaneous
  1. Transaction Status Definition Reference05/14
  2. Email Notifications Job Aid
  3. Credits from Vendors Job Aid

FMS840 Supplier Contract Management

FMS841 Supplier Contract Collaborator

Grants

Sponsored Research Overview 5m 01/13

FMS502 InfoEd Proposal Development

Course Session

Register: FMS502 InfoEd Proposal Development - Classroom

After Class

  1. Set Up Questions and Template 15m Demonstration 11/12
  2. S2S Tabs & Submission to Pre-route 64m Demonstration 11/12
  3. Submission to Final Route 5m Demonstration 11/12
  4. Non-S2S Proposals, Set Up Questions to Submission to Pre-route 46m Demonstration 11/12
  5. NEW InfoEd v15 Upgrade 30m Webinar
  6. InfoEd Proposal Review Workflow 32m Webinar

Library

Navigation
  1. Access and Home Page in InfoEd Training Guide
Proposal Entry
  1. New Proposal Questionnaire and Setup Questions Training Guide
  2. Proposal Dev Non S2S Proposals Training Guide
  3. Conflict of Interest in PD Job Aid
  4. Sponsor Validation Options Job Aid
  5. SF424 Page Training Guide
  6. Additional Proposal Dev Forms Training Guide
  7. Project Summary Aid Job Aid
  8. Budget Preparation Training Guide
  9. Modular Budget Preparation Training Guide
  10. Building a Subk Budget S2S Job Aid
  11. Progress Reports in InfoEd Job Aid
  12. Key Points T32 Training Proposals Job Aid
  13. Proposal Routing Form Training Guide
Proposal Routing
  1. Pre-Route Signoff and Final Route Signoff for Proposals Training Guide
  2. Insert Yourself into Pre-Route Job Aid
  3. Department Pre-Route Diagram Reference 06/12
  4. Routing and Workflow in InfoEd PD Diagram Reference 03/16
  5. Proposal Workflow Action Items Job Aid
  6. Award Workflow Action Items Job Aid
  7. InfoEd Status Definitions Job Aid
General
  1. InfoEd Workflow Maps Reference
  2. Print Assembled Proposal Job Aid
  3. Profile Administrator Update Profile Job Aid
  4. Set-up Delegation Rights in InfoEd Job Aid
  5. Edit Email Notifications Job Aid
  6. Request Addition of New Sponsor Job Aid
  7. Request Addition New Subcontractor Job Aid
  8. Link Proposals to Protocol Job Aid
  9. Link Protocol to Proposals Job Aid
  10. InfoEd Validations Job Aid
Principal Investigator
  1. PI Approval Route from Email Notification Job Aid
  2. PI Approval Route Signoff Action Item Job Aid

FMS503 InfoEd Approvals

Online Course

Register: FMS503 InfoEd Approvals - Online
Begin this online course at any time, below.

  1. Approvals for Principal Investigator 8m Demonstration 11/12
  2. Approvals 8m Demonstration 11/12
  3. InfoEd Approvals Presentation 06/15

Library

  1. PI Approval Route from Email Notification Job Aid
  2. PI Approval Route Signoff Action Item Job Aid
  3. Department Pre-route Diagram Reference 06/12
  4. Routing and Workflow in InfoEd PD Diagram Reference 10/12

FMS504 Reports in Sponsored Research

Online Course

Registration is optional.
Register: FMS504 Reports in Sponsored Research
Begin this online course at any time, below.

  1. Reports in Sponsored Research Presentation 07/14
  2. Reports in Sponsored Research 1h Webinar 07/14

FMS505 Managing Sponsored Projects

Before Class

  1. The Grant Chart String 3m Overview 12/13
  2. Chart of Accounts Quick Reference Reference 09/14
  3. Grants Training Plan Reference

Course Session

Register: FMS505 Managing Sponsored Projects - Classroom

After Class

  1. InfoEd Proposal Tracking 20m Demonstration 12/13

Library

General
  1. Managing Sponsored Projects Presentation12/14
  2. Award Management Quick Reference Guide Reference
  3. Sponsored Research Checklist Reference
  4. Reading the GM045 Report Tutorial09/13
  5. Reading the GM045 Sponsored Project Budget Statement Job Aid
  6. Reading the GL008 Tutorial 09/13
  7. Reading the GL008 Revenue & Expense Activity Report Job Aid
InfoEd
  1. Access and Home Page in InfoEd Training Guide
  2. Viewing Budget in InfoEd Training Guide
  3. Viewing Clinical Trials Training Guide
  4. Viewing Agreements & Contract Status Job Aid
NUFinancials
  1. Viewing Post-Award Grant Data in NUFinancials Training Guide
  2. 02/13Prepare Transfer Journals for Fund 191 and Fund 193 Job Aid
  3. Prepare Transfer Journals for Fund 192 Job Aid
  4. Searching for Sponsor Invoices Job Aid
  5. Searching for Sponsor Payments Job Aid
  6. Transaction Status Definition Reference05/14
  7. Create a Requisition for a Purchase of Capital Equipment Training Guide
  8. Special Requisition: Grant Subcontract Training Guide
  9. Creating Correction Journals Training Guide
  10. Finding the Original Journal ID for Expense Reports, Cash Advances & Vouchers Job Aid
  11. Viewing Budget Performance Using Budget Details Training Guide
  12. Viewing Budget Performance Using Budget Overview Training Guide
  13. Using Budget Overview for Project Budgets Reference
  14. Viewing Payroll Suspense Job Aid
  15. Email Notifications Job Aid

FMS506 InfoEd Proposal Development for OSR

FMS507 Clinical Trials Proposals in InfoEd PD

Course Session

Register: FMS507 Clinical Trials Proposals in InfoEd PD - Classroom

After Class

  1. Clinical Trials Proposals in InfoEd PD 27m Demonstration 11/12
  2. Clinical Trials Presentation Presentation 04/12

Library

  1. Clinical Trials Proposals Training Guide

Reporting

Financial Reporting Overview 5m Overview 01/13

FMS112 Running and Scheduling Reports

FMS114 Reading Cognos Reports

Registration is optional.
Register: FMS114 Reading Cognos Reports - Online
Begin this online course at any time, below.

Online Course

  1. Reading Cognos Reports Course Guide 02/14

Essential Reports Basics

  1. Reading the GL005 Summary Budget Status Report - Basics 10m Tutorial
  2. Reading the GL008 Revenue & Expense Activity Report - Basics 10m Tutorial 02/14
  3. Reading the GM044 Sponsored Project Portfolio 7m Tutorial 09/14
  4. Reading the GM045 Sponsored Project Budget Statement - Basics 10m Tutorial

Management Reports

  1. Financial Summary Reports Overview 12m Tutorial 03/15
  2. Financial Summary Reports Overview Script Reference 03/15

Library

Reading Common Reports
  1. GL005 Summary Budget Status Report Job Aid
  2. GL008 Revenue & Expense Activity Report Job Aid
Reading Grant Reports
  1. GM044 Sponsored Project Portfolio Job Aid
  2. GM045 Sponsored Project Budget Statement Job Aid
Reading Income Statement Report
  1. GL077 Income Statement Report Manual 09/14
  2. Use the NUFinancials Tree Viewer Reference 09/14
Reading Supply Chain Reports
  1. SC030 Open Travel Authorizations Job Aid
  2. SC028 Voucher Activity by DeptID Job Aid
  3. SC032 Workflow Metrics Report Job Aid
  4. SC034 P-Card Activity Report Job Aid
Reading Management Reports (Financial Summaries Excluding Agency and Multi-Year Funds)
  1. GL068 Financial Summary Job Aid
  2. GL069 Financial Summary (Including Multi-Year Funds) Job Aid
  3. GL070 Financial Summary with Project Purpose Job Aid
  4. GL071 Financial Summary – Historical Comparison Job Aid
  5. GL074 Financial Summary with Management Level & Project Purpose Job Aid

FMS103 Cognos Query Studio

Register: FMS103 Cognos Query Studio - Classroom

Library

  1. Cognos BI Ad Hoc Reporting Presentation 01/15
  2. Navigating Cognos Query Studio Reference 01/15
  3. Building Ad Hoc Reports in Cognos Query Studio Training Guide 09/14
  4. Running Cognos Ad Hoc Query Reports Job Aid

GL008 Adhoc Express Queries

  1. Run the GL008 Adhoc Express Queries In Class Exercise 01/15
  2. Customize the GL008 Adhoc Express Queries In Class Exercise 01/15

NUFinancials Adhoc

  1. Data Definitions: Ledger KK Summary Reference 09/14
  2. Data Definitions: Ledger KK Detail Reference 09/14
  3. List Total Paid to Vendors In Class Exercise 01/15
  4. Calculate Net and Fund Balance In Class Exercise 01/15
  5. Display Expenses by Project In Class Exercise 01/15
  6. Expenses by Category Chart In Class Exercise 01/15

FAMIS Adhoc

  1. List Paycodes and Costs In Class Exercise 01/15
  2. List Daily Parts Issued In Class Exercise 01/15
  3. Display Job Costs by Job Cost Type In Class Exercise 01/15

FMS121 Introduction to Query

(This course is by invitation only.  Contact Administrative Systems Training for more information.)

Library

  1. Introduction to Query for Query Developers Training Guide 06/15
  2. Introduction to Query: View Access Only Training Guide 06/15
  3. Common Records and Fields Reference 06/15
  4. Common Records Relationships Reference

FMS122 Advanced Query

(This course is by invitation only. Contact Administrative Systems Training for more information.)

Library

  1. Advanced Query for Query Developers Training Guide 10/12
  2. Common Records and Fields Reference 06/15
  3. Common Records Relationships Reference

Facilities

FMS900 FAMIS Service Requests

Online Course

Registration is optional.
Register: FMS900 FAMIS Service Requests - Online
Begin this online course at any time, below.

  1. FAMIS Service Requests 18m Tutorial 01/13
  2. Course Transcript Transcript 01/13
  3. Presentation Presentation 06/15

Library

  1. How to Create a Service Request Training Guide
  2. How to Search and View a Service Request Training Guide

FAMIS Navigation Basics

Library

  1. Introduction to FAMIS 10m Demonstration 12/13
  2. FAMIS Admin Navigation Basics 11m Demonstration 12/13
  3. FAMIS Admin Navigation Basics Training Guide
  4. How to Create and Use Workbenches Training Guide

FAMIS Web-Facilities Management only