This section describes the end-user training resources available for each of the Oracle modules.
| Module | Recommended Audience | Materials | Topics |
|---|---|---|---|
| Working with the Chart of Accounts | Individuals within academic and non-academic divisions who inquire, run reports, and transact using the general ledger chart strings. | Reference Document Online Tutorial |
- Oracle General Ledger’s Chart of Accounts - Chart Strings, Segments, and Values - Hierarchies, Parents, and Children - Funding Segment and Restricted Funds Management |
| Working with IRA Reports | Individuals who access IRA to run financial reports. | Training Package | - Understanding the Reporting Tools - Navigating in the IRA Workspace - Logging On - Running Reports |
| Journal Entries in Oracle General Ledger | Individuals within academic and non-academic divisions who create manual journal entries, using the Web ADI tool. | Training Package | - Understanding PTAEO chart strings - Understanding the Journal Entry Process - Journal Entry Guidelines and Rules - Getting Started with Web ADI - Performing One-Time Setup Procedures - Completing a Journal Entry - Uploading a Journal Entry - Approving a Journal Entry |
| Journal Entries in Oracle Grants Accounting | Individuals within academic and non-academic divisions who create grant-related journal entries using the SPUD journal entry tool. | See Oracle Grants Accounting Frequently Asked Questions for materials. | - Understanding PTAEO chart strings - Using SPUD to create journal entries |
| Understanding PTAEO | Individuals who manage research grant data and are unable to attend a classroom session, but need to understand how PTAEOs are structured. | See Oracle Grants Accounting Frequently Asked Questions for a link to this PowerPoint presentation. | - Understanding PTAEO chart strings |
| Module | Recommended Audience | Materials | Topics |
|---|---|---|---|
| Working with the Chart of Accounts | Individuals within academic and non-academic divisions who inquire, run reports, and transact using the financial application or who are impacted by the information processed in the application | Reference Document Online Tutorial |
- Oracle General Ledger’s Chart of Accounts - Chart Strings, Segments, and Values - Hierarchies, Parents, and Children - Funding Segment and Restricted Funds Management |
| Working with IRA Reports | Individuals who access Hyperion to run financial reports. | Training Package | - Data Warehouse/Hyperion Overview - Understanding the New Reporting Tools - Navigating in the Hyperion Workspace - Logging On - Running Reports |
| Journal Entries in Oracle Grants Accounting | Individuals within academic and non-academic divisions who create grant-related journal entries using the SPUD journal entry tool. | See Oracle Grants Accounting Frequently Asked Questions for materials | - Understanding PTAEO chart strings - Using SPUD to create journal entries |
| Understanding PTAEO | Individuals who manage research grant data and are unable to attend a classroom session, but need to understand how PTAEOs are structured. | See Oracle Grants Accounting Frequently Asked Questions for a link to this PowerPoint presentation. | - Understanding PTAEO |
| Module | Recommended Audience | Materials | Topics |
|---|---|---|---|
| Working in eProcurement | Individuals within academic and non-academic divisions who use eProcurement to requisition goods and services online. | Training Package |
- The eProcurement Process - Encumbrancing - Getting Started in eProcurement - Placing Catalog Orders - Placing Non-Catalog Orders - Placing Internal Orders (aka Standing Orders) - Placing Special Orders - Closing and Sending the Order - Monitoring and Tracking Orders - Making Changes to Requests |
| Processing eProcurement Approvals | Individuals who use eProcurement to approve purchase orders and requisitions and are part of the approval workflow process. | Training Package | - eProcurement Overview - Workflow Approval - Role of the Approver - How to Track Purchases - How to Approve Purchases |
