Course Catalog


     CPDT Course Catalog

 



  


 

Types of courses
 

icon instructor 

   Instructor-Led Training  The instructor-led training schedule is published every semester and can be viewed here.  
         
 

icon online 

   Online Training  Online classes can be viewed online at any time from any place with an Internet connection.
         
  icon pdf    Supplemental Materials  Supplemental materials are provided in .pdf format if they are available.

     Browse by Category      

 

Banner & Technical

Courses Offered

  • Basic Internet Native Banner Navigation
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  • Basic Internet Native Banner Navigation (Online)
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  • Creating a Requisition
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  • Direct Pay & Electronic Invoice Approval
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  • Employee Self Service Part 1 (Online)
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  • Employee Self Service Part 2 (Online)
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  • Employee Self Service for Supervisors/Approvers (Online)
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  • Finance Self Service
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  • P-Card Banner Polices & Procedures Training (Online)
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  • P-Card Banner Training
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  • Travel and Expense Training for Delegates
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  • Travel and Expense Training for Travelers and Approvers HANDS-ON
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  • FAMIS Self Service Training
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  • Using OASys for Recruitment
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  • Using the New APC Workflow System - Authoring and Tracking Packages
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  • PCI (Purchasing Card Industry) Compliance

    • Course Descriptions

    Basic Internet Native Banner Navigation
    3 Hours    		 Register
    IMPORTANT! This course serves as the pre-requisite for P-Card Banner Training, Direct Pay and Electronic Invoice Approval, and Creating a Requisition.

    In this class you will be able to effectively navigate within Internet Native Banner and understand all necessary concepts, features and terms.
    Audience: This course is a prerequisite for P-Card Banner Training, Direct Pay and Electronic Invoice Approval, and Creating a Requisition.
    Prerequisites: Basic computer skills and proficient use of mouse and keyboard.
    Basic Banner Navigation Manual
    Basic Banner Navigation PowerPoint

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    Basic Internet Native Banner Navigation
    Online    		 Start Tutorial
    IMPORTANT! This course serves as the pre-requisite for P-Card Banner Training, Direct Pay and Electronic Invoice Approval, and Creating a Requisition.
    Audience: This course is a prerequisite for P-Card Banner Training, Direct Pay and Electronic Invoice Approval, and Creating a Requisition.
    Prerequisites: Basic keyboard and mouse skills and familiarity with the Internet.
    Basic Banner Navigation Manual

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    Creating a Requisition
    3 Hours    		 Register
    IMPORTANT! The Basic Internet Native Banner Navigation class (either the instructor-led or online) is a pre-requisite for this class and must be completed prior to your attending this course.

    Participants in this class will learn how to create a requisition; copy and cancel a requisition; complete the approval process; query requisitions, document history and other forms. This class is recommended for everyone who will be creating requisitions for purchases in Internet Native Banner.
    Audience: Everyone who will be creating requisitions for purchases in Internet Native Banner.
    Prerequisites: Basic Internet Banner Navigation
    Creating a Requisition Manual

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    Direct Pay & Electronic Invoice Approval
    3 Hours    		 Register
    IMPORTANT! This class has 2 prerequisites--The Basic Internet Native Banner Navigation class (either the instructor-led or online) and the Finance Self Service class must be completed prior to your attending this course.

    This class covers information necessary for creating direct pay invoices and approving invoices in Banner. Participants will learn how to create direct pay invoices, approve invoices, delete incomplete invoices, query documents, locate check numbers and check dates for paid invoices, and query vendor detail history.
    Audience: All those responsible for the creation of Direct Pay Invoices and Approval of Invoices.
    Prerequisites: Basic Internet Banner Navigation, Finance Self-Service
    Direct Pay Manual

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    Employee Self Service for Supervisors/Approvers
    Online    		 Start Tutorial
    PDF Icon Employee Self Service for Supervisors/Approvers Manual 
    Audience: All those responsible for approving time sheets.
    Prerequisites: Basic keyboard and mouse skills and familiarity with the Internet.
    EmployeeSelfServicePart1Manual

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    Employee Self Service Part 1
    Online    		 Start Tutorial
    PDF Icon Employee Self Service Part 1 Manual 
    Audience: A&P, Faculty, USPS, OPS, Student OPS
    Prerequisites: Basic keyboard and mouse skills and familiarity with the Internet.
    EmployeeSelfServicePart1Manual

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    Employee Self Service Part 2
    Online    		 Start Tutorial
    PDF Icon Employee Self Service Part 2 Manual 
    Audience: A&P, Faculty, USPS, OPS, Student OPS
    Prerequisites: Basic keyboard and mouse skills and familiarity with the Internet.

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    FAMIS Self Service Training
    1 Hour    		 Register
    This class is designed to inform and teach the process of submitting work requests as well as searching and getting updates on work orders from individual departments and the campus community. This system will be the preferred way of inputting work requests to the Physical Facilities Departments. Available services include but are not limited to: Custodial, General Maintenance, Plumbing, Grounds, Electrical, Lock Shop, Energy Management, Engineering, Vehicle Maintenance, Recycle, Moving and more. 
    Audience: A&P, Faculty, USPS, OPS, Student OPS
    Prerequisites: None.

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    Finance Self Service
    3 Hours    		 Register
    Participants will be able to access and navigate within the Banner Finance Self Service system and be able to query, transfer and approve transfer of budgets and expenditures at the University of North Florida. Participants will also be able to obtain information regarding budgets, revenues, expenditures, commitments, and available balances within their area of fiscal responsibility.
    Audience: Everyone currently approving requisitions, creating and approving budget transfers and querying budgets.
    Prerequisites: Basic keyboard and mouse skills, familiarity with the Internet and basic knowledge of UNF budget process.
    Finance Self Service Manual

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    P-Card Banner Polices & Procedures Training
    Online    		 Start Tutorial

    This course is required for all Pcard holders.

    Faculty and staff approved for use of a UNF Purchasing card (P-Card holders) by their supervisors must attend P-Card Policies & Procedures training prior to being issued a card for use.

     
    Prerequisites: Basic keyboard and mouse skills and familiarity with the Internet.
    P-Card Manual

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    P-Card Banner Training
    3 Hours    		 Register
    IMPORTANT! The Basic Internet Native Banner Navigation class (either the instructor-led or online) is a pre-requisite for this class and must be completed prior to your attending this course.

    This course is required for individuals who wish to participate in the Visa Purchasing Card (P-Card) process as Account Managers or Business Managers. This is a three hour class on the monthly reconciliation process (Banner and AmSouth) and the coding of P-Card transactions in Banner.

    The Account Manager ensures appropriate use of the card for each purchase, matches receipts to charges showing in Banner, inputs information and approves transactions, reconciles receipts to printed monthly reports, responsible for maintaining and timely reconciling of reports and receipts, and record retention of receipts, backup documentation, and reports for auditing purposes.

    The Business Manager is the backup personnel to perform the respective duties in case of the Account Manager's absence.

    Cardholders are welcome but not required to attend this training session. Instead, cardholders must complete the online P-Card Banner Polices & Procedures Training Course prior to the issuing of a P-card.

    A Cardholder is a person designated by a department to be given a P-Card to make authorized purchases within preset limits.

    Please direct any questions to the P-Card Administrator at ext. 1738.
    Audience: All those responsible for P-Card transactions.
    Prerequisites: Basic Internet Banner Navigation
    P-Card Manual
    P-Card Coding Manual

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    PCI (Purchasing Card Industry) Compliance
    1 Hour    		 Register

    Developing security awareness for all employees who handle cardholder data is a cornerstone of the PCI Data Security Standard and helps to improve security, reduce the risk of data loss, and simplify meeting PCI requirements.  This training provides the basic knowledge of the PCI DSS for individuals at UNF that must meet compliance requirements by ensuring a universal understanding of PCI Compliance. 

    Learning Objectives:  

    •  What are PCI SSC and PCI DSS? 
    • 3 Steps for adhering to the PCI DSS 
    • What are the Standards? 
    • Security Tips, Credit Card Procedures, Best Practices, and Penalties 
    • Who to contact for help? 
    Audience: Any A&P, Faculty, USPS, OPS, Student OPS that accepts, process, transmits or stores any cardholder data 

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    Travel and Expense Training for Delegates
    3 Hours    		 Register

    IMPORTANT! This class has 2 prerequisites--Finance Self Service class AND University Domestic Travel Training (University International Travel Training if processing international travel) must be completed prior to your attending this course.

    Participants in this class will learn how to manage the University of North Florida’s travel and expense activity in the automated Banner Travel and Expense Management system.  The class covers creating, editing, and submitting a Travel Authorization and a Travel Expense report. 

    Participants will also learn how to add and remove delegates from a profile; and how to respond to an email notification to approve, deny, return for correction, or send for further approval the Travel Authorization and a Travel Expense report.

     
    Audience: Employees responsible for managing travel and expense activity by creating authorization and expense reports for others or for themselves. 
    Prerequisites: Finance Self Service class AND University Domestic Travel Training (University International Travel Training if processing international travel)
    Travel and Expense Training for Delegates Manual

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    Travel and Expense Training for Travelers and Approvers HANDS-ON
    1 Hour    		 Register
     This course is geared to those who prefer Hands-On Instruction.  Participants will be able to access and navigate within the Travel & Expense module and be able to review and submit Travel Authorizations and Expense Reports created on their behalf. Participants will also be able to access and navigate within Banner Workflow and be able to view and approve Travel Authorizations and Expense Reports in their role as a supervisor.
     
    Audience: A&P, Faculty, USPS, OPS, Student OPS
    Travel and Expense Training for Travelers and Approvers Manual

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    Using OASys for Recruitment
    1.5 Hours    		 Register
    The objective of this class is to instruct users regarding how to use the online application system (OASys) for recruitment, as well as how to properly generate and submit an electronic personnel action form (EPAF) for all new hires using OASys.
    Audience: Departmental Representatives and Hiring Officials who are responsible for preparing recruitment requests and New Hire Personnel Action Forms (EPAF’s) via the online application system (OASys).

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    Using the New APC Workflow System - Authoring and Tracking Packages
    2 Hours    		 Register

    Participants will:  (a) Review the APC (Academic Programs Committee) process and how the APC Workflow System is configured to support this process; (b) Identify parts of the system that correspond to requests for adding, deleting, or changing curriculum; and (c) Practice using the APC Workflow System to author and track curricular requests.

     
    Audience: This training session is intended for faculty and staff who will be submitting requests for curriculum changes using the new APC Workflow System. 

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