All Courses
Procurement
Account Code Training for Expenditures
Learn how to find the appropriate accounts codes to use for expenditure transactions.
Budget
Budget Management & Revision
This class is for department administrators who manage a budget(s) or who make budget adjustments and/or transfer funds. It includes a demonstration of the Online Budget Revision System that is used to enter and approve budget adjustments.
Budget
Budget Prep Training
This class is for department administrators who will update Budget Prep, the annual process of preparing budgets for the next fiscal year. This training session is offered in two parts: Part 1 is an overview that allows Q&A for administrators who are coming for a refresher, followed by a break if they want to leave; Part 2 will continue the presentation for all new Administrators, of Salary Planner and Budget Development, the two online applications used to prepare and submit budgets.
Cognos
Cognos Grant Reporting
This class is for those who are responsible for managing grant accounts. This class is a hands-on session and reviews the finance reports which were designed to support grants management. It is requested that those attending the session bring a list of the accounts which they are managing.
Finance
EOPS: Employee One-Time Payment System Overview
This class is an overview of the Employee One-time Payment System (EOPS) for first-time EOPS Originators, or it can be attended as a refresher. The Employee One-time Payment is for occasional payments such as Additional Compensation, Lump Sum payments, Moving Expenses, etc., and not for regular payroll. This class is a review of EOPS entry and routing for approval and payment.
Finance
Banner 9 Finance Navigation
Ask your department if you will use Banner 9 Forms to view financial/procurement information before you register for this class. If your department does not access Banner 9 Finance Forms, do not register for this class.
In this hands on class, you will learn how financial information is stored and how to view Form data. Your department will provide on the job training about using the Forms in your job.
Request Banner 9 Access Here
Finance
Financial Management 101: Introduction to FOAP Codes
Prior to attending Finance, Budget and Procurement classes, it is necessary to learn about TTU's financial structure. This course provides an overview of the structure, codes, expenditure guidelines and available budget balances. This course is also the gateway to key terms and terminology for other trainings.
Cognos
Financial Reporting: Budget Reports
This class provides opportunity to access the Cognos Reporting System for hands-on training. Instruction in how to navigate within the system are provided as well as tips for using the system efficiently. Finance reports that are used to monitor the balance of a FOP/FOAP are introduced during this session. Bring FOP/FOAP with you to class and you will be able to look at data for your organization.
Cognos
Financial Reporting: Transaction Reports
This class provides opportunity to learn how to use transaction level reports within Cognos in a hands-on training environment. These reports provide details regarding activity that has taken place within a FOP / FOAP. Bring the FOPs / FOAPs from your department to this class.
Cognos
HR Reporting: Employee Appointment Reports
This class provides a review of the reports that have been created to provide information to departments about Employee Appointments. The class provides some opportunity to execute the reports in a hands-on environment. The reports that are discussed are those located in Cognos - Human Resources Folder, Departmental Users Folder, Employee Appointment Reports. These reports are useful when creating an ePaf for a current employee, monoitoring employee appontments and FOAP labor distribution, to view a list of employees for an organization. All about HR and ePAF is a pre-requisite to this class.
Cognos
HR Reporting: Payroll Reports
This class introduces you to reports that are available in Cognos to monitor various payroll activity for a FOP. Definitions of reports and the fields found within the reports are provided. Instruction is provided in a hand-on environment and attendees are encouraged to bring a list of the FOPs / FOAPs from their organization.
Finance
Intro to Financial Transaction System (FiTS)
This class serves as an introduction to "FiTS", or the 'Financial Transactions System'. The FiTS system allows users to submit and process interdepartmental cost transfers (transfer of expense(s) from one FOP to another). It also introduces the automated process to prepare and submit IV (Intra-Institutional Vouchers) and Revenue JV (Journal Vouchers) documents.
Cognos
Introduction to Cognos
This class is designed to introduce the user to Cognos system, providing the learner information about how we use Cognos to access data and introducing the folder structure we use for housing reports in Cognos. Also presented are the various types of parameters and how they are used. This class provides a hands-on instruction in how to set “my preferences” for the user, how to use the “My Folders” section of Cognos and provides the opportunity to execute a report while learning some of the navigation options. The class ends with a discussion of how to trouble-shoot problems experienced with Cognos. The class does not provide instruction on specific reports or how to use the reports to make business decisions. This class is a requirement to other Cognos Reporting classes, whether for Finance or Human Resources reporting classes.
Cognos
Procurement Reporting in Cognos
This class provides an overview of the reports used to mointor activities related to Procurement. The hands-on session provides an opportunity to learn how to use the Cognos Reports related to procurment, a review of the Vendor Payments Application and discussion about Banner Account coding.
Finance
Property Inventory System Training
Optional online class for those responsible for doing Property Inventory for their departments.
Xtender
Xtender: Browse User Role Online Training Module
This is an optional online training module for those that will be working with the Browse user role in the Xtender application. **If you will be working with additional user roles, we offer an Instructor led class called Xtender: Scanning and Indexing that we encourage you to attend.
Xtender
Xtender – Scanning & Indexing
This workshop is for those who want to be able to use the Xtender system to scan & index their department documents into their own departmental folders. This class provides a general overview to become comfortable with the system. Xtender is an imaging system that the university uses to scan documents for easy accessibility. It is used campus wide for Student Information, Human Resources, Finance systems, as well as individual academic and auxiliary departments for their in office use.
Contact
Data Management for Financial Resources
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Address:
1901 University Ave | MS 5064, Lubbock, TX 79409 -
Phone:
(806) 742-7070 | Fax: (806) 742-7079 -
Email:
dmfr.support@ttu.edu