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Subject Matter:
Training Media: |
| Training |
| Unit Administrator Expenditure Guide | Description: The"Expenditure Guide", is one of several courses about financial management and business transactions at The University of Oregon (UO.) As administrators at the UO, one of the most important decisions you will make is to commit funds for expenditures of goods and services. This responsibility requires that you become informed of requirements and act ethically. You are the steward of dollars that flow to the UO from a variety of sources. The
Expenditure Guide has been developed to assist you in exercising stewardship, achieving department and UO objectives, and effectively using resources to those ends. Duration: 0 hours. Instructor: N/A Prerequisite: None To Register: N/A More Details: http://baowww.uoregon.edu/unitadminguide.htm |
| Accounts Payable Policy | Description: Business Expense Policy Guide, and Account Codes. Basic policy and resources.
Answer commonly asked questions.
Demonstrate how to self-serve on the web. Duration: 1.5 hours. Instructor: Carolyn Wooley 541 346-3158 or Conny Isaacs 541 346-0812 To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: |
| Banner Intro | Description: System Overview, How to use the FIS Guide, Authorization Procedures, Security Discussion, Login Procedures, Command Functions, General Navigation, Data Query Procedures. Duration: 2.5 hours. Instructor: Bruce Abrahamson 541 346-3032, babraham@uoregon.edu Prerequisite: None To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/fis/training/intro/intro.htm |
| Closing of the Books Open House | Description: The Business Affairs Office once again invites you to attend either of the Open House sessions regarding year-end accounting procedures.
Reservations are not needed, and your attendance is not required. There may be accounting changes this year that you may not be aware of.
For general questions regarding closing of the books, you can call Martha Schumacher at 6-3524. Duration: 2 hours. Instructor: Martha Schumacher 541 346-3524, marthas@uoregon.edu |
| Department Deposit Form (DDF) | Description: Training class on use of new TWADEPO Departmental Deposit form. Class is required to have access to TWADEPO form Duration: 1.5 hours. Instructor: Mike Syljuberget 541 346-3164, mss@uoregon.edu To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: |
| FIS Accounting Queries | Description: Fund Accounting, Fund Types, Chart of Accounts, Accounting Ledgers, Banner Screens and Reports, Budget Status Queries, Transactions Detail, Document Text, High-level Summaries Grant Balances, General Ledger Balances Duration: 3 hours. Instructor: Martha Schumacher 541 346-3524, marthas@uoregon.edu Prerequisite: FIS Intro To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/fis/training/ga/ga.htm |
| FIS Advanced Accounting Queries | Description: Querying on a single FOAPAL element (Orgn) rather than an Index, Finding out how many Indexes use any particular FOAPAL code, Getting a "net balance" for specific Fund/Orgn combinations, Using the Orgn code hierarchy form FTIORGH, Viewing hierarchy roll-ups on FWIBUDG, Seeing Level 1 and Level 2 summaries on FWIBUDG, Getting a "professor balance" using Orgn/Actv combinations, Querying for "Budgeted Operations" balances, Using FGITBSR and Fund Type roll-ups, Tracking encumbrances, Seeing beyond Indexes in transactions history
NOTE: one on one training available upon request. Duration: 3 hours. Instructor: Martha Schumacher 541 346-3524, marthas@uoregon.edu Prerequisite: Several months experience using FIS To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/fis/training/zetc/advga.htm |
| FIS Data Warehouse | Description: Hands on practice doing ad-hoc queries of finance data using Hummingbird BI Query.
Note: The Business Affairs Office (BAO) offers only limited support for the FIS Data Warehouse. This is a complex tool that is not geared toward typical campus users. It is not intended to be a shortcut or a substitute for using the FIS system. Duration: 3 hours. Instructor: Dennis Kokes 541 346-1102, dkokes@uoregon.edu Prerequisite: Familiarity with BANNER FIS To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://baowww.uoregon.edu/fisdwhs/train.htm |
| FIS Encumbrances | Description: How to create and liquidate FIS Encumbrances. Use encumbrances to "set aside" money in certain accounts. Thus making your Available Balance more accurate. Automatically liquidate encumbrances when invoices and JV's are done against these accounts. Duration: 2.5 hours. Instructor: Martha Schumacher 541 346-3524, marthas@uoregon.edu Prerequisite: FIS Intro To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/fis/training/zetc/encs.htm |
| FIS Invoices for Paying Purchase Orders | Description: PO Payment Overview, Creating PO Payment Invoices, Adds and Changes, Tracking PO's, Partial vs Final Orders, Liquidating PO's with JV's Duration: 3 hours. Instructor: Bruce Abrahamson 541 346-3032, babraham@uoregon.edu Prerequisite: FIS Intro and Invoice Processing To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/fis/training/po/paypo.htm |
| FIS Invoices Part 1 | Description: How to create FIS invoices for paying vendor bills. How to find vendors, process "Special case" invoices and track completed invoices. Duration: 2.5 hours. Instructor: Bruce Abrahamson 541 346-3032, babraham@uoregon.edu Prerequisite: FIS Intro and PRR Training To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/fis/training/invoice/invoice.htm |
| FIS Invoices Part 2 | Description: How to create FIS invoices for paying vendor bills. How to find vendors, process "Special case" invoices and track completed invoices. Duration: 2.5 hours. Instructor: Bruce Abrahamson 541 346-3032, babraham@uoregon.edu Prerequisite: FIS Invoices Part 1 To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/fis/training/invoice/invoice.htm |
| FIS Journal Vouchers | Description: Overview of JV's, JV tracking and JV accounting procedures including multiple practice examples. Duration: 3 hours. Instructor: Martha Schumacher 541 346-3524, marthas@uoregon.edu Prerequisite: FIS Intro To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/fis/training/jvs/jvs.htm |
| FIS Purchase Orders | Description: Purchase Order Overview, Creating On-line PO's, PO Printing, Billing and Shipping Information, Vendor Lookups, Tracking PO's, Canceling PO's Duration: 3 hours. Instructor: Bruce Abrahamson 541 346-3032, babraham@uoregon.edu Prerequisite: FIS Intro and Invoices To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/fis/training/po/pos.htm |
| Last Day for Campus Input to Banner FIS | Description: Duration: 0 hours. Instructor: Martha Schumacher 541 346-3524, marthas@uoregon.edu |
| HR Crystal Reports | Description: Duration: 0 hours. Instructor: |
| HRIS Data Warehouse | Description: Duration: 2 hours. Instructor: Mark McCulloch 541 346-6249, mccullo@uoregon.edu |
| HRIS Electronic Approvals | Description: Duration: 0 hours. Instructor: Shelby Cooper 541 346-3092, shelbyc@uoregon.edu |
| HRIS Large Group Meeting | Description: Informal monthly meeting where payroll administrators can gather to learn about system enhancements, problems, Payroll/Human Resource issues and ask questions. Duration: 1 hours. Instructor: Judy Duff 541 346-1104, judyduff@uoregon.edu Prerequisite: None To Register: Open attendance, all are welcome More Details: http://bg.uoregon.edu/hris/Large_Group/largegp.htm |
| HRIS On-Line Payroll Redistributions | Description: Hands on practice redistributing past pay to different indexes and accounts using BANNER HRIS form PHAREDS. Duration: 3 hours. Instructor: Shelby Cooper 541 346-3092, shelbyc@uoregon.edu Prerequisite: None To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/Trg/hristrg.htm#HRIS%20On%20Line%20Payroll%20Redistribution |
| HRIS Overview | Description: Familiarization with BANNER HRIS forms, HRIS paper forms (PIF, PRF etc) and the BANNER HRIS Guide (web based procedure manual). Duration: 3 hours. Instructor: Shelby Cooper 541 346-3092, shelbyc@uoregon.edu Prerequisite: None To Register: Contact Judy Fossum (541) 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/Trg/hristrg.htm#HRIS%20Overview |
| HRIS Time Entry | Description: Hands on practice entering hours worked and leave taken for all employee types using BANNER form PHAHOUR. Duration: 3 hours. Instructor: Shelby Cooper 541 346-3092, shelbyc@uoregon.edu Prerequisite: HRIS Overview To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: http://bg.uoregon.edu/Trg/hristrg.htm#HRIS%20Time%20Entry |
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| Admissions Staff Training | Description: Duration: 1.5 hours. Instructor: Donna Logan, 541 346-1336, dlogan@uoregon.edu |
| Advanced Accounts Payable Queries (AAP) | Description: Locate difficult vendors in FTIIDEN: Tips for more successful queries. Terminated or inactive address messages. Vendor history (FWIVNDH): Finding information about your payments such as recurring payments and knowing when a check was issued, cashed, or
direct deposited. Were multiple invoices paid and how to produce printable payment history for the vendor. How the information is tied
together in FOIDOCH. Duration: 1.5 hours. Instructor: Carmela Kortum 541 346-3126, ckortum@uoregon.edu, Conny Isaacs 541 346-0812 cisaacs@uoregon.edu Prerequisite: FIS User To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: |
| AO Imaging | Description: Duration: 0 hours. Instructor: Lois Anderson 541 346-1621, laanders@uoregon.edu |
| AppWorx | Description: Duration: 0 hours. Instructor: Joey Mitchell 541 346-7142, joey@uoregon.edu |
| BANNER Guide | Description: Web based procedure manual for users of BANNER FIS, HRIS and SIS. Duration: 0 hours. Instructor: FIS: CJ Nelson 6-0398, HRIS: Mark McCulloch 6-6249, SIS: Jim Blick 6-3246 |
| BAO Excel L1, Part 1 | Description: Duration: 0 hours. Instructor: Holly Thaxton, 541 346-4340, hthaxton@uoregon.edu |
| BAO Excel L1, Part 2 | Description: Duration: 0 hours. Instructor: Holly Thaxton, 541 346-4340, hthaxton@uoregon.edu |
| BAO Excel L3 | Description: Duration: 0 hours. Instructor: Holly Thaxton, 541 346-4340, hthaxton@uoregon.edu |
| BAO-Excel L2 | Description: Duration: 0 hours. Instructor: Holly Thaxton, 541 346-4340, hthaxton@uoregon.edu |
| CAS RA Training Open Time | Description: Duration: 0 hours. Instructor: |
| Facilities Services Famous Interface Training | Description: Duration: 0 hours. Instructor: Sheryl Amador, 541 346-2276, samador@uoregon.edu |
| Facilities Services R25 Training | Description: Duration: 0 hours. Instructor: |
| Fascilities Services Outlook | Description: Duration: 0 hours. Instructor: Debbie Cadigan 541 346-2389, dcadigan@uoregon.edu |
| Housing Banner Training | Description: Duration: 0 hours. Instructor: Mark Brinkmann, 541 346-4281, brinkman@uoregon.edu |
| Housing Maintenance Management | Description: Duration: 0 hours. Instructor: |
| HR Benefit Orientation | Description: Duration: 0 hours. Instructor: Cindi Peterson, 346-2956 cindip@uoregon.edu |
| Imaging | Description: Duration: 0 hours. Instructor: Jim Bouse 541 346-3182, jbouse@uoregon.edu |
| MS Outlook | Description: Duration: 3 hours. Instructor: |
| PGA Budget Training | Description: Duration: 0 hours. Instructor: Julie Gray, 541 346-2424, jmgray@uoregon.edu |
| R25 Search Training | Description: Duration: 0 hours. Instructor: Jessi Stewart, 541 346-4360, stewart@uoregon.edu |
| RO Imaging Scipt Developer | Description: Duration: 0 hours. Instructor: Jim Bouse 541 346-3182, jbouse@uoregon.edu |
| SHC Electronic Medical Records | Description: Duration: 0 hours. Instructor: Jerry Reese 541 346-2775, jreese@uoregon.edu |
| UC/Sungard SCT Training | Description: Duration: 0 hours. Instructor: Susan Hilton 541 346-1725 |
| Buyers Brown Bag | Description: Quarterly meetings for those responsible for department purchases. Selected topics, discussion and networking. Not required. Duration: 1 hours. Instructor: Deanne Lahaie-Noll 541 346-3156, deanneln@uoregon.edu |
| General Contracting/Formal Solicitation | Description: Offered quarterly. Announcements made on BAONEWS. Individual training on request. Duration: 0 hours. Instructor: |
| Procurement Card Rules and Procedures | Description: Required if you are or will be a procurement card custodian. Explores program requirements, benefits and rules. Strongly recommended if you will be reviewing procurement card purchases. Offered as needed. Duration: 1 hours. Instructor: Deanne Lahaie-Noll 541 346-3156, deanneln@uoregon.edu To Register: Contact Deanne 6-3156 More Details: |
| Professional Service Contract (PSC) Rules and Procedures | Description: Required if you are responsible for contractor negotiations, document completion, or if you are the department’s authorized signature on the contract. Explores related IRS, labor and immigration issues, as well as other procedures and processes. Strongly recommended if you approve PSC expenditures. Materials provided. Offered monthly by PCS. Duration: 3.5 hours. Instructor: Deanne Lahaie-Noll 541 346-3156, deanneln@uoregon.edu To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: |
| Purchasing Rules & Regulations (PRR) | Description: Required if you purchase or approve either purchases or payment of goods, supplies, equipment or services. Covers the Oregon Administrative Rules as well as related purchasing issues. Does not cover Personal/Professional Service Contracts. Materials provided. Offered monthly by Purchasing and Contracting Services (PCS). Duration: 3 hours. Instructor: Deanne Lahaie-Noll 541 346-3156, deanneln@uoregon.edu To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: |
| Unit Administrator Purchasing Guide | Description: The "Purchasing Guide" is one of several courses about financial management and business transactions at the University of Oregon (UO.) As administrators at the UO, it is important that you have a clear understanding of our purchasing policy and procedures allowing you to effectively and efficiently meet the purchasing needs of your department within appropriate guidelines. This responsibility requires that you become informed of requirements and act ethically. The Purchasing Guide has been developed to assist you in understanding, Oregon University System (OUS)
and UO procurement policies and procedures, and applicable IRS regulations. Duration: 0 hours. Instructor: Self Directed Prerequisite: None To Register: N/A More Details: http://baowww.uoregon.edu/unitadminguide.htm |
| Advanced Student Data Warehouse Training | Description: Duration: 3 hours. Instructor: Jim Blick 541 346-3246, jblick@uoregon.edu |
| AR 101 | Description: Overview of Student Accounts, how tuition and other charges are billed, how Financial Aid is applied to accounts, where and when payments are made, and collection procedures. Duration: 2 hours. Instructor: Dave Doerksen 541 346-1087 or Sue Jenkins 541 346-1120 To Register: Contact Jallene Cammack 541 346-1089, jcammack@uoregon.edu More Details: |
| AR Training | Description: System Overview, how to use the Banner Accounts Receivable forms, Authorization Procedures, Security Discussion, Login Procedures, Command Functions, General Navigation, Data Query Procedures. Duration: 1 hours. Instructor: Dave Doerksen 541 346-1087, doerksen@uoregon.edu To Register: Contact: Dave Doerksen 541 346-1087, doerksen@uoregon.edu More Details: |
| Student Banner Query Training | Description: Duration: hours. Instructor: Jim Blick 541 346-3246, jblick@uoregon.edu |
| UO Events Management | Description: Duration: 0 hours. Instructor: Jim Bouse 541 346-3182, jbouse@uoregon.edu |
| International Grad Students | Description: Overview of Student Accounts, how tuition and other charges are billed, how Financial Aid is applied to accounts, where and when payments are made. GTF's tuition remissions and mandatory fees. Duration: 0.5 hours. Instructor: Dave Doerksen 541 346-1087 or Marlene Singer 541 346-1086 To Register: Contact: Office of International Programs (541) 346-3206 More Details: |
| Introducktion Interest Session | Description: Overview of Student Accounts, how tuition and other charges are billed, how Financial Aid is applied to accounts, where and when payments are made. Duration: 1 hours. Instructor: Dave Doerksen 541 346-1087 or Marlene Singer 541 346-1086 To Register: Contact: Orientation Office (541) 346-1159 More Details: |
| New Employee Moving Policy | Description: Discuss OUS policy, limits, and tax implications of moving & househunting expenses. For more advanced training, contact Carolyn Wooley at 6-3158. Duration: 1 hours. Instructor: Carolyn Wooley 541 346-3158 or Conny Isaacs 541 346-0812 Prerequisite: Basic Knowledge of University of Oregon Travel rules To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: |
| Travel Forms | Description: A 2 Part Class: Use of electronic travel reimbursement form, travel policy and procedures, BAO website overview and on-line resources, BAO Travel Guide. Required for travel administrator certification Duration: 3 hours. Instructor: Carolyn Wooley 541 346-3158, or Conny Isaacs 541 346-0812 Prerequisite: Travel Policy To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: |
| Travel Policy | Description: A 2 Part Class: Use of electronic travel reimbursement form, travel policy and procedures, BAO website overview and on-line resources, BAO Travel Guide. Required for travel administrator certification Duration: 2 hours. Instructor: Carolyn Wooley 541 346-3158, or Conny Isaacs 541 346-0812 Prerequisite: None To Register: Contact Judy Fossum 541 346-2387, or email baojudy@uoregon.edu More Details: |
| Unit Administrator Travel Guide | Description: The "Travel Guide" is one of several courses about financial management and business transactions at the University of Oregon (UO.) As administrators at the UO, one of the most important decisions you will make is to commit funds for expenditures of goods and services. This responsibility requires that you become informed of requirements and act ethically. The Travel Guide has been developed to assist you in understanding: Oregon University
System (OUS) and UO travel policies, applicable IRS regulations, the risks involved in processing travel expenditures,
and departmental approval authority. Duration: 0 hours. Instructor: Self Directed Prerequisite: None To Register: N/A More Details: http://baowww.uoregon.edu/unitadminguide.htm |
| ATLAS-CAS training | Description: Duration: 0 hours. Instructor: |
| Banner Mentor Group | Description: Come and learn from other Banner users. We'll look at FIS, HRIS and SIS. If we don't have the answer to your questions we'll find the answers from those that know. Bring your questions, helpful hints, and problems that need solving. Duration: 1 hours. Instructor: Bruce Abrahamson 541 346-3032, babraham@uoregon.edu |
| CAS Newbie Encumbrance | Description: Duration: 0 hours. Instructor: Shari Powell 541 346-3283, shari@uoregon.edu |
| CAS Newbies Query Class | Description: Duration: 0 hours. Instructor: Shari Powell 541 346-3283, shari@uoregon.edu |
| Excel Mentor Group | Description: Duration: 1 hours. Instructor: Shelley Elliott, 541 346-3905, shelley1@uoregon.edu |
| Facilities Services Maxicom Irrigation | Description: Duration: 0 hours. Instructor: Roger Kerrigan 541 346-2373, kerrigan@uoregon.edu |
| HR InDesign CS Level 2 | Description: Duration: 0 hours. Instructor: Kathy Cooks 541 346-2939, kcooks@uoregon.edu |
| ORM Beginning Budget | Description: Duration: 2 hours. Instructor: To Register: Contact Melanie Jackson, 541 346-2063, or email melaniej@uoregon.edu More Details: |
| OUS Excel Transcript Usability Test | Description: Duration: 0 hours. Instructor: |
| PO Update | Description: Duration: 0 hours. Instructor: |
| Testing Office | Description: Duration: 0 hours. Instructor: Dave Espinoza 541 346-2701, espinoza@uoregon.edu |
| Testing Office-iBT TOEFL | Description: Duration: 0 hours. Instructor: Dave Espinoza 541 346-2701, espinoza@uoregon.edu |