Course Listings and Registration Information

Course Titles

CU REPORTING SYSTEM REPORTS
FINANCIAL - INQUIRY
FINANCIAL - GENERAL LEDGER
FINANCIAL - PROCUREMENT
FISCAL CERTIFICATION AND FINANCIAL RESPONSIBILITY TRAINING
FISCAL CODE OF ETHICS
FISCAL YEAR END CLOSE PROCESSES
GIFT FUND MANAGEMENT
HUMAN RESOURCES MANAGEMENT SYSTEM COURSES
NEW EMPLOYEE ORIENTATION
PERSONNEL EFFORT REPORTING (PERs)
PROCUREMENT CARD COURSES
PROCUREMENT - PURCHASING & CONTRACT MANAGEMENT
WEBSPACE

Financial System Security and Related Training Requirements

Security and Training Information

Course Content and Registration Information

CU REPORTING SYSTEM REPORTS
What it is:

This course, offered in campus-based forums and in online tutorials, details the new financial reporting system reports that replaced the PeopleSoft reports in July, 2007. In the campus-based forums, you'll view a few short web-based tutorials and then (assuming you have Finance System access), you'll enter the Reporting System and run/read a variety of reports. There will be plenty of opportunity for discussion and questions. If you don't have Finance System access, you may still attend, watch demos, and learn about all the reporting options. The online tutorials are always available online.

Who should take it:

Fiscal Principals, Fiscal Managers, and any others listed as having a fiscal role on or who manage CU speedtypes (optional).

How to register:

Campus Forums: Self-enroll: Click on the 'Register' link next to the desired date below, then fill out the registration form that appears.

Online Tutorials: Narrated tutorials and other training documents are available at http://administration.ucdenver.edu/admin/finance/reporting_ system.htm

Upcoming Sessions:
Date/Time	Location
NONE CURRENTLY SCHEDULED

Additional Information:

AMC Training Location Map

DDC Training Location Map

Reporting Tool Information

FINANCIAL - INQUIRY
What it is:

This course is offered in both Blackboard and instructor-led formats, and is part of our Financial Suite of courses required for Finance system access. It covers our higher education funding structure (Chartfields), navigation in the Financial system, and report-generation / understanding.

Who should take it:

New Finance system users (Blackboard version is required; instructor-led version is optional but highly recommended) Check Training Requirements
CU employees or affiliates who seek a greater understanding of CU's financial information (optional).

How to register:

Instructor-led: Self-enroll: Click on the desired date below, then fill out the registration form that appears. NOTE: if you will be registering for any of the additional Finance system courses (Financial - General Ledger and / or Financial - Procurement), in order to expedite your registration. simply select the "Financial Suite" with the appropriate date range...the security access coordinator will confirm with you exactly which courses you'll be attending. Otherwise you'll have to submit the registration form for each course selected.

Upcoming Sessions:
Type	Date	Location
Inquiry Only	10/7/08	Denver	Register
Financial Suite	10/7/08-10/8/08	Denver	Register
Inquiry Only	11/11/08	AMC ED1, CTL-1501	Register
Inquiry Only	12/2/08	Denver	Register
Financial Suite	12/2/08-12/3/08	Denver	Register

Additional information:

Getting Started in the Finance System

Check Training Requirements

Finance System Access Request Form

Training Location Info

Instructor-led Financial Inquiry Presentation

FINANCIAL - GENERAL LEDGER
What it is:

This course is offered in both Blackboard and instructor-led formats, and is part of our Financial Suite of courses required for Finance system access. It covers the creation and processing of journal entries (Actual, Budget, and Transfer) in the Finance System.

Who should take it:

New Finance system users with General Ledger roles (Both Blackboard and instructor-led versions are required) Check Training Requirements
Existing Finance system users who want a refresher (optional), or who are adding any of the general ledger roles to existing access (required).

How to register:

Instructor-led: Self-enroll: Click on the desired date below, then fill out the registration form that appears. NOTE: if you will be registering for any of the additional Finance system courses (Financial - Inquiry and / or Financial - Procurement), in order to expedite your registration. simply select the "Financial Suite" with the appropriate date range...the security access coordinator will confirm with you exactly which courses you'll be attending. Otherwise you'll have to submit the registration form for each course selected.

Upcoming Sessions:
Type	Date	Location
General Ledger Only	10/7/08	Denver	Register
Financial Suite	10/7/08-10/8/08	Denver	Register
General Ledger Only	11/11/08	AMC ED1, CTL-1501	Register
General Ledger Only	12/2/08	Denver	Register
Financial Suite	12/2/08-12/3/08	Denver	Register

Additional information:

Getting Started in the Finance System

Check Training Requirements

Finance System Access Request Form

Training Location Info

Instructor-led Financial General Ledger Presentation

FINANCIAL - PROCUREMENT
What it is:

This course is offered in both Blackboard and instructor-led formats, and is part of our Financial Suite of courses required for Finance system access. It covers CU's purchasing and travel processes and resources.

Who should take it:

New Finance system users with Procurement roles (Both Blackboard and instructor-led versions are required) Check Training Requirements
Existing Finance system users who want a refresher (optional), or who are adding any of the procurement roles to existing access (required).
CU employees or affiliates who seek a greater understanding of CU's procurement processes (optional).

How to register:

Instructor-led: Self-enroll: Click on the desired date below, then fill out the registration form that appears. NOTE: if you will be registering for any of the additional Finance system courses (Financial - General Ledger and / or Financial - Inquiry), in order to expedite your registration. simply select the "Financial Suite" with the appropriate date range...the security access coordinator will confirm with you exactly which courses you'll be attending. Otherwise you'll have to submit the registration form for each course selected.

Upcoming Sessions:
Type	Date	Location
Procurement Only	10/8/08	Denver	Register
Financial Suite	10/7/08-10/8/08	Denver	Register
Procurement Only	11/5/08	AMC ED1, CTL-1501	Register
Procurement Only	12/3/08	Denver	Register
Financial Suite	12/2/08-12/3/08	Denver	Register

Additional information:

Getting Started in the Finance System

Check Training Requirements

Finance System Access Request Form

Training Location Info

FISCAL CODE OF ETHICS
What it is:

This course, offered in Blackboard, explains CU's Fiscal Code of Ethics. A Code of Ethics is a systematic collection of guidelines for correct conduct; you can use CU's code to evaluate the fiscal transactions you are involved with at CU.

Who should take it:

New or existing Finance, Human Resources, Procurement Card, and/or CIW (Central Information Warehouse) users (required)
CU employees or affiliates who seek a greater understanding of CU's fiscal code of ethics (optional).

How to register:

Blackboard: Self-enroll: go to Blackboard, log in with your CU employee or affiliate ID as both user name and password, select the "Course Catalogue" tab, then "Browse Course Catalogue", and enter course number #F00001 in the search box. Then select "Enroll".

FISCAL CERTIFICATION and FISCAL RESPONSIBILITY TRAINING
What they are:

Campus officers are required by University policy to complete the annual Fiscal Certification process. During the first part of June, the Office of University Controller (OUC) will present campus forums on the annual Fiscal Certification and Fiscal Responsibilities Assessment & Acknowledgement process. The training will highlight new features available to Officers and their assistants and cover how the process works in general. Sessions will be held on all campuses prior to the distribution of emails to Officers in mid-June.

Who should certify:

University officers. Contact your personnel appointing authority if you are unsure whether or not you should complete the certification. See the Office of University Controller website for more information.

Who should take Fiscal Responsibilities Assessment and Acknowledgement:

This training will be valuable to Officers' assistants (or other potential delegates) to gain understanding of the new features this year and the overall process. You are also encouraged to attend this training if you, personally, will be completing the Fiscal Certification or Fiscal Responsibilities Assessment and Acknowledgement process.To support Officers’ certifications, specially identified Org Principals and Org Managers, as well as Principal Investigators whose Fiscal Year 2008 awards totaled $2 million or more, must complete the Fiscal Responsibilities Assessment and Acknowledgement (which is also completed in the my.CU portal). See the Office of University Controller website for more information.

How to register:

No registration is required; see OUC Newsletter

FISCAL YEAR END CLOSE PROCESSES
What it is:

These town meetings, offered jointly by the PSC and the Finance Office, highlight the processes and deadlines related to fiscal year-end closing.

Who should take it:

UCD employees and affiliates who are involved in fiscal year end activities (optional).

How to register:

Town Meetings : Self-enroll: Click on the 'Register' link next to the desired date below, then fill out the registration form that appears.

Upcoming Sessions:
Date	Location
NONE CURRENTLY SCHEDULED

For more information, see:
Finance Office FY08 Closing Memo
System Controller's Closing Calendar

GIFT FUND MANAGEMENT
What it is:

This course, offered in campus-based forums and in a web-based PowerPoint, details the recent changes made to the gift fund management process, in order to ensure that gift fund expenditures are made in accordance with donor wishes and are in compliance with all applicable rules, regulations, policies, and procedures.

Who should take it:

Fiscal Principals, Fiscal Managers, and any others listed as having a fiscal role on fund 34 speedtypes (required)
Existing Finance and / or HR system users who impact fund 34 speedtypes with their transactions (optional)

How to register:

Campus Forums: None available at this time.

Upcoming Sessions:
Date	Location
NONE CURRENTLY SCHEDULED

Web-based PowerPoint : go to Gift Fund Management Training

Additional Information:

Gift Fund Management Information

HUMAN RESOURCES MGMT. SYSTEM COURSES
What they are:

These courses are offered in both Blackboard and instructor-led formats, and are part of our Human Resources Suite of courses required for Human Resources system access.

Who should take it:

New Human Resources system users (Blackboard and instructor-led versions are both required.)
CU employees or affiliates who seek a greater understanding of CU's Human Resources information (optional).

How to register:

See: HRMS Training

NEW EMPLOYEE ORIENTATION
What they are:

These courses are offered at both the Downtown Denver Campus (1x monthly) and the Anshutz Medical Campus (3x monthly) to help new employees learn about campus resources, like the Finance Office, IT Services, Campus Police, etc., and all about their employment at CU.

Who should take it:

New UCD employees (required)

How to register:

See: UCD New Employee Orientaion

Additional Information:

Finance/Accounting Services Power Point

PERSONNEL EFFORT REPORTING (PERs)
What it is:

This course, offered in Blackboard, details the personnel effort reporting process that is a federal requirement for research faculty and staff.

Who should take it:

Any HSC faculty or staff member who works on sponsored project(s). (required by July 31, 2006)
CU employees or affiliates who seek a greater understanding of the PERs process (optional).

How to register:

PROCUREMENT CARD COURSES
What they are:

These courses, offered by the Procurement Service Center (PSC), offer instruction on the correct use of the University's Procurement Card.

Who should take it:

New Procurement Card Cardholders, Approvers, and/or Reallocators (required)
CU employees or affiliates who seek a greater understanding of CU's procurement card system (optional).

How to register:

See the Procurement Card Training website for all training and registration information.

PROCUREMENT - PURCHASING & CONTRACT MANAGEMENT
What it is:

This course, offered in Blackboard, explains in depth the policies and procedures related to University procurements. It also includes useful contact information, job aids, and resources to help with procurement-related questions.

Who should take it:

Current and new Procurement Card Cardholders, Approvers, and/or Reallocators (required)
New Finance system users with Procurement roles (required effective April 1, 2006)
Current Finance system users with Procurement roles (optional)
CU employees or affiliates who seek a greater understanding of CU's procurement methods (optional).

How to register:

WEBSPACE
What it is:

This course is offered in campus forums at the Anschutz Medical Campus and the Downtown Campus and introduces a new application called WebSpace, which is a web-based system for inventorying and surveying space to meet Facilities and Administrative Cost Principle requirements (OMB Circular A-21) and University requirements.

Who should take it: (required)

Department Space Coordinators
Department Fiscal Managers
Division/College Administrators

How to register:

Self-enroll: Click on the desired date below, then fill out the registration form that appears.

Upcoming Sessions:
Date / Time	Location	Register
NONE CURRENTLY SCHEDULED

Last updated November, 2008
Please send comments to Webmaster