Financials Training Calendar June - September 2015

Updated June 23, 2015

Register for Classroom Training

Online course modules are provided when available, and indicated by the Online Learning indicator. For information about accessing these courses in Carmen, see the Office of the Controller Online Courses web page and the instructions on self-registration for Carmen. After completing the online Carmen course, participants may download and print a proof of completion.

Curriculum

Financial Training Core Courses

The following four core courses are required as prerequisites when requesting access to the Financials system:

  • Business Responsibilities. Online Learning
  • Internal Controls. Online Learning
  • Understand & Prevent Fraud. Online Learning
  • Business Expenditures. Online Learning

Financial Concepts and Policies See calendar.

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

Introduction to the Financials System

General Ledger System See calendar.

Accounts Payable (AP) See calendar.

eTravel System

  • eTravel System Training Modules include:
    • eTravel: Approvers Online Learning
    • eTravel: Payment Requestors
    • eTravel: Travel ArrangersOnline Learning
    • eTravel: Travelers
    • Travel Policy Trainingline Learning

PCard Program

Procurement System See calendar.

* Required training to become a Delegated Buyer. Steps for becoming a Delegated Buyer are outlined on the Purchasing Department website.

 

eReports

  • GL 6 eReportsOnline Learning.

 

The UPS CVS Program

UPS CVS is a web based program designed specifically for OSU. It allows customers to create labels, choose service levels and take advantage of the discounted contract pricing for sending Express, International and Ground packages through UPS. Before gaining access to the system, the user must review the Shipping ASSIST pages (these pages provide detailed information and step-by-step procedures on the use of the system) and successfully complete the quiz in the Purch9 Shipping course in Carmen. Upon completion of the quiz, submit the UPS Complete View Request Form and email it to osums@osu.edu. For questions regarding the UPS CVS system or training, email University Mail Services.

 

Calendar


Financial Training Core Courses Online Learning

Four core courses are now required as prerequisites when requesting access to the Financials system. These core courses are described on the Office of the Controller - Online courses webpage and are available in Carmen. Refer to the following self-enrollment job aid to enroll and then access the course in Carmen.

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

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

CLASS SESSION DATE TIME LOCATION
 

University Expenditures Policy (Click on the course name to view a description of the course.) * Note: Also offered as an Online Learning course in Carmen.

Single Session 8/6/2015

2:00-4:00

2011 Blankenship Hall
 

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

Two Sessions 8/13/2015 - 8/14/2015
8:30-3:00
each day
2011 Blankenship Hall
 

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

Two Sessions

9/2/2015 - 9/3/2015

8:30-12:30
each day
2650 Kenny,
​Innovation Lab
 

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

Two Sessions 9/10/2015 - 9/11/2015
8:30-3:00 - Day 1
8:30-12:30 - Day 2
2650 Kenny,
​Innovation Lab
 

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

Two Sessions 9/29/2015 - 9/30/2015
8:30-3:00 - Day 1
8:30-12:30 - Day 2
2650 Kenny,
​Innovation Lab
 

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

Two Sessions

8/26/2015 - 8/27/2015

8:30-12:30 each day

2011 Blankenship Hall
 

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

       
 
Managing Your Department's Capitalized Equipment (Click on the course name to view a description of the course.) Single Session 8/20/2015
12:30-4:30
2011 Blankenship Hall
 

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

Two Sessions

9/16/2015 - 9/17/2015

8:30-12:30 each day
2011 Blankenship Hall
 

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

 

 

   
 

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

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

Single Session

7/27/2015

2:00-4:00

2650 Kenny,
​Innovation Lab

 

Deposit GL Experience (Click on the course name to view a description of the course.)

Single Session 7/31/2015
8:30-11:30
2650 Kenny,
​Innovation Lab
Single Session 9/18/2015 8:30-11:30 2650 Kenny,
​Innovation Lab
 

Initiator GL Experience (Click on the course name to view a description of the course.)

Single Session 7/24/2015 8:30-11:30 2650 Kenny,
​Innovation Lab
Single Session 8/28/2015
8:30-11:30
2650 Kenny,
​Innovation Lab
Single Session 9/25/2015
8:30-11:30
2650 Kenny,
​Innovation Lab
 

Inquiry GL Experience (Click on the course name to view a description of the course.)

Single Session 7/24/2015 8:30-11:30 2650 Kenny,
​Innovation Lab
Single Session

8/28/2015

8:30-11:30
2650 Kenny,
​Innovation Lab
Single Session 9/25/2015
8:30-11:30
2650 Kenny,
​Innovation Lab
 

Initiator Final Assessment (Click on the course name to view a description of the course.)

Single Session 6/26/2015 8:30-11:30 2650 Kenny,
​Innovation Lab
Single Session 8/7/2015 8:30-11:30 2650 Kenny,
​Innovation Lab
Single Session 9/4/2015
8:30-11:30
2650 Kenny,
Innovation Lab
 

eTravel System Online Learning

eTravel System Training Modules 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.

 

PCard Program Online Learning

PCard Program Training Modules 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 Online Learning

Purchasing Training courses are available in Carmen. Refer to the following self-enrollment job aid to enroll and then access the courses in Carmen.

 

Purchasing Experience - Delegated Buyer/Requisitioner (Click on the course name to view a description of the course.)

Single Session 7/21/2015
1:30-4:30
2650 Kenny,
Innovation Lab
Single Session 9/14/2015
1:30-4:30
2650 Kenny,
Innovation Lab
 

Purchasing Experience - Delegated Receiver (Click on the course name to view a description of the course.)

Single Session 8/18/2015
1:30-4:30
2650 Kenny,
Innovation Lab