Committee Update
TRAINING, TRAINING, TRAINING!
Prerequisite training, such as Accounting 101 and Chart of Accounts, has already taken place in order to prepare users for the next step. Basic Accounting II is currently available online for those who might need that as a prerequisite.
Individual Financial System Training Plans have been determined and sent to those who have been identified as users in the EFS System. Some of the training will be classroom based and some will be online.
Basic Accounting and Chart of Accounts are the base prerequisites for almost all EFS courses. Most staff on campus have already completed these, with the others to be done in May. Please remember that you must have completed both assessments before proceeding with the rest of your training plan.
TRAINING CLASSES PUT YOU IN THE DRIVER’S SEAT
PREPARERS (distributed and clustered) |
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APPROVERS |
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Create Requisitions |
Instructor led |
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Journal Voucher Approval |
Online |
Endowments |
Instructor led |
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Payment Voucher Approval |
Online |
Travel Auth. & Expense Reimbursements |
Instructor led |
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P Card Approval |
Online |
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Requisition Approval |
Online |
Asset Management |
Online |
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Bank Card Recon |
Online |
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Departmental Deposits |
Online |
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FISCAL MONITORS |
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P Card Reconciliation |
Online |
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Accounts Receivable Monitoring |
Online |
Receiving Purchases |
Online |
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Asset Accounting |
Instructor led |
Vendor Inquiry |
Online |
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PREPARERS (Cluster level only) |
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MISCELLANEOUS |
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Create Bills |
Instructor led |
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HRMS Impacts |
Instructor led |
Journal Voucher Entry |
Instructor led |
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Intro to Navigation |
Online |
Payment Voucher Entry |
Instructor led |
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Intro to Financial Reports |
Online |
Procurement Specialist |
Instructor led |
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Sponsored Projects Admin Overview |
Online |
Watch your email for updates as to when the online courses will be available. All courses are slated to be ready by May 1. Don’t forget that all EFS instructor-led courses will be offered right here on the Duluth campus, with Patty Samberg as our campus’ new EFS trainer.
You can access your training schedule on the HR Self-service website for instructor-led courses and the MyCourses tab on the MyU website for online coursework.
| UMD EFS Course Offerings April - June 2008 |
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| April |
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| TITLE |
# OF
Offerings |
Begin Time |
End Time |
Day of
the Wk |
Date |
Rm |
| Create Requisitions I & II |
1 |
8:30 |
4:00 |
Tues/Wed |
4/15/08-4/16/08 |
Lib 116 |
| Travel Authorization and Expense Reimbursement |
1 |
8:30 |
3:00 |
Fri |
4/18/2008 |
Lib 116 |
| Create Requisitions I & II |
1 |
8:30 |
4:00 |
Tues/Wed |
4/22/08-4/23/08 |
Lib 116 |
| Create Requisitions I & II |
1 |
8:30 |
4:00 |
Mon/Tues |
4/28/08-4/29/08 |
Lib 116 |
| Journal Entries |
1 |
8:30 |
4:00 |
Wed |
04/30/08 |
Lib 116 |
| LAB |
1 |
8:30 |
12:00 |
Thur |
4/24/2008 |
Lib 116 |
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| May |
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| TITLE |
# OF
Offerings |
Begin Time |
End Time |
Day of
the Wk |
Date |
Rm |
| Travel Authorization and Expense Reimbursement |
1 |
8:30 |
3:00 |
Thur |
5/1/2008 |
Lib 116 |
| Create Requisitions I & II |
1 |
8:30 |
4:00 |
Mon/Tues |
5/5/08-5/6/08 |
Lib 116 |
| Chart of Accounts |
1 |
8:30 |
3:30 |
Wed
Fri |
5/7/2008 |
Griggs Ctr |
| Travel Authorization and Expense Reimbursement |
1 |
8:30 |
3:00 |
Thur |
5/8/2008 |
Lib 116 |
| Travel Authorization and Expense Reimbursement |
1 |
8:30 |
3:00 |
Fri |
5/9/2008 |
Lib 116 |
| Create Requisitions I & II |
1 |
8:30 |
4:00 |
Mon/Tues |
5/12/08-5/13/08 |
Lib 116 |
| Create Requisitions I & II |
1 |
8:30 |
4:00 |
Wed/Thur |
5/14/08-5/15/08 |
Lib 116 |
| Travel Authorization and Expense Reimbursement |
1 |
8:30 |
3:00 |
Fri |
5/16/2008 |
Lib 116 |
| Endowments |
1 |
12:30 |
4:30 |
Tues |
5/20/2008 |
Lib 116 |
| Endowments |
1 |
8:30 |
12:30 |
Wed |
5/21/2008 |
Lib 116 |
| Asset Accounting |
1 |
1:30 |
4:30 |
Wed |
5/21/2008 |
Rafters |
| Create Bills |
1 |
8:30 |
12:30 |
Thur |
5/22/2008 |
Lib 116 |
| Asset Accounting |
1 |
1:30 |
4:30 |
Thur |
5/22/2008 |
Rafters |
| Chart of Accounts |
1 |
8:30 |
3:30 |
Fri |
5/23/2008 |
Grdn Rm |
| Endowments |
1 |
8:30 |
12:30 |
Fri |
5/23/2008 |
Lib 116 |
| Journal Entries |
1 |
8:30 |
4:00 |
Tues |
5/27/2008 |
Lib 116 |
| Create Requisitions I & II |
1 |
8:30 |
4:00 |
Wed/Thur |
5/28/08-5/29/08 |
Lib 116 |
| Travel Authorization and Expense Reimbursement |
1 |
9:30 |
3:00 |
Fri |
5/30/2008 |
Lib 116 |
| LAB |
1 |
8:30 |
12:00 |
Fri |
5/2/2008 |
Lib 116 |
| LAB |
1 |
8:30 |
12:00 |
Tues |
5/20/2008 |
Lib 116 |
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| June |
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| TITLE |
# OF
Offerings |
Begin Time |
End Time |
Day of
the Wk |
Date |
Rm |
| HRMS Impacts |
1 |
8:30 |
11:30 |
Wed |
6/4/2008 |
Rafters |
| HRMS Impacts |
1 |
1:00 |
4:00 |
Wed |
6/4/2008 |
Rafters |
| Travel Authorization and Expense Reimbursement |
1 |
8:30 |
3:00 |
Mon |
6/9/2008 |
Lib 116 |
| Create Requisitions I & II |
1 |
8:30 |
4:00 |
Tues/Thur |
6/10/08-6/11/08 |
Lib 116 |
| Create Requisitions I & II |
1 |
8:30 |
4:00 |
Mon/Tues |
6/16/08-6/17/08 |
Lib 116 |
| Procurement Specialist |
1 |
8:30 |
12:30 |
Wed |
6/18/2008 |
Lib 116 |
| Create Requisitions I & II |
1 |
8:30 |
4:00 |
Thur/Fri |
6/19/08-6/20/08 |
Lib 116 |
| Travel Authorization and Expense Reimbursement |
1 |
8:30 |
3:00 |
Tues/Thur |
6/24/2008 |
Lib 116 |
| Budget Journals |
1 |
8:30 |
12:00 |
Wed |
6/25/2008 |
Lib 116 |
| Budget Journals |
1 |
8:30 |
12:00 |
Thur |
6/26/2008 |
Lib 116 |
| LAB |
1 |
8:30 |
12:00 |
Thur |
6/5/2008 |
Lib 116 |
| LAB |
1 |
12:00 |
4:00 |
Thur |
6/12/2008 |
Lib 116 |
| LAB |
1 |
8:30 |
12:00 |
Thur |
6/13/2008 |
Lib 116 |
| LAB |
1 |
12:00 |
4:00 |
Mon |
6/23/2008 |
Lib 116 |
| LAB |
1 |
12:00 |
4:00 |
Wed |
6/25/2008 |
Lib 116 |
| LAB |
1 |
12:00 |
4:00 |
Thur |
6/26/2008 |
Lib 116 |
TRAINING LABS @ UMD
Lab times are available for employees to take assessments for their courses, take online tutorials and/or log into the training environment for the EFS system. Additional course materials will be provided to lab partipants should they wish to do repeat exercises on their own.
The EFS Trainer, Patty Samberg, will be availble during these lab times to provide assistance and answer additional questions.
| Date |
Start |
End |
Where |
| 4/24/08 |
8:30 |
12:00 |
Lib 116 |
| 5/2/08 |
8:30 |
12:00 |
Lib 116 |
| 5/20/08 |
8:30 |
11:00 |
Lib 116 |
| 6/5/08 |
8:30 |
12:00 |
Lib 116 |
| 6/12/08 |
12:00 |
4:00 |
Lib 116 |
| 6/13/08 |
8:30 |
12:00 |
Lib 116 |
| 6/23/08 |
12:00 |
4:00 |
Lib 116 |
| 6/25/08 |
1:00 |
4:00 |
Lib 116 |
| 6/26/06 |
1:00 |
4:00 |
Lib 116 |
| 7/1/08 |
8:30 |
4:00 |
Lib 116 |
| 7/2/08 |
8:30 |
4:00 |
Lib 116 |
| 7/3/08 |
8:30 |
4:00 |
Lib 116 |
| 7/7/08 |
8:30 |
4:00 |
Lib 116 |
| 7/9/08 |
8:30 |
4:00 |
Lib 116 |
| 7/10/08 |
8:30 |
4:00 |
Lib 116 |
| 7/11/08 |
8:30 |
4:00 |
Lib 116 |
| 7/14/08 |
8:30 |
4:00 |
Lib 116 |
| 7/15/08 |
8:30 |
4:00 |
Lib 116 |
| 7/16/08 |
8:30 |
4:00 |
Lib 116 |
SAVE THE DATE! MARK YOUR CALENDARS!
There will be a mandatory training session for all users on May 20th from 10:30 until 12 noon at a location to be determined. Topics will include closing out CUFS efficiently and effectively. This session will not appear on your training schedule. More details to come.
If you have any questions relating to the EFS implementation, you can contact Sue Bosell, EFS Implementation Coordinator or email efsumd@d.umn.edu .
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