Delegated Receiver Final Assessment

Workshop Description:

After finishing the prerequisite workshop requirements, any personnel requesting Financials system access as a Delegated Receiver must complete a Final Assessment that includes questions and problems to solve based on typical day-to-day assignments of a Delegated Receiver. For example, participants will create several receipts in the 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

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Purch 3 Delegated Buyer

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Required

Recommended

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Purch 4 Inquiry

Required

Required

Required

Required

Purch 5 Approver

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Required

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Purch 6 Receiver

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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 Receiver role in the Financials System.