Training & Help

CPDT Classes

Registration for all three procurement-related classes is available within Osprey Ascend.

• Procurement 101 (1.5 hrs): Participants in this class will receive an overview of the procurement process, regulations, guidelines, and how to navigate all the available resources at UNF. This class is recommended for anyone who will be making or approving purchases/expenditures for their department.
• iContracts (2 hrs): Participants in this class will learn how to enter new agreements into iContracts including the uploading of the attachment that requires signature by the delegated authority searching for agreements using the Global Search feature and setting personal views to query agreements in iContracts. This class is recommended for staff, specifically office managers, that need to have agreements for services reviewed by General Counsel and signed on behalf of the University.
• Credit Card Training (1.5 hrs): This training will introduce processes for both PCard (Procurement Card) and TCard (Travel Card), ensuring improved efficiency and compliance in university transactions. Required course for anyone who needs to obtain a UNF procurement or travel card. 
• P- Card Verification Event (2 hrs): Review how to process reports for items purchased using the P-Card (procurement card). This is comparable to processing the old Concur expense reports for the P-Card.
• New Purchasing or Travel Card Requests (1 hr): Review the process for requesting a new purchasing or travel credit card, along with how to handle card terminations, limit increases, etc..
• Creating Requisitions and Change Orders (2 hrs): Review the process for creating requisitions and checking their status, creating receipts, requesting change orders, and finding suppliers.