Workshop Description:
After finishing the prerequisite workshop requirements, any personnel requesting Financials system access as a Delegated Buyer must complete a Final Assessment that includes questions and problems to solve based on typical day-to-day assignments of a Delegated Buyer. For example, participants will create several purchase orders and requisitions in the Financials system training database that will be reviewed for correctness and appropriateness.
Prerequisites:
Prerequisite courses are identified by role in the chart below.
|
Your Purchasing Role |
||||
Online Purchasing Courses and Forms |
Requisitioner |
Delegated Buyer |
Approver |
Receiver |
|
Purch 1 Policy Overview |
Required |
Required |
Required |
Required |
|
Purch 2 Requisitioner |
Required |
Required |
Recommended |
|
|
Purch 3 Delegated Buyer |
|
Required |
Recommended |
|
|
Purch 4 Inquiry |
Required |
Required |
Required |
Required |
|
Purch 5 Approver |
|
|
Required |
|
|
Purch 6 Receiver |
|
|
|
Required |
|
Purchasing Experience |
Recommended |
Required |
|
Required |
|
Final Assessment |
|
Required |
|
Required |
|
Submit Memorandum of Understanding (MOU) |
|
Required |
|
|
|
Financials System Access Request Form |
Required |
Required |
Required |
Required |
Workshop Length:
3-hour monitored computer lab session.
Audience:
This workshop is required for all personnel who have, or will be requesting, access for the Delegated Buyer role in the Financials System.