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Legend
- Course / Learning Segment Category
- Self paced
- ILT
- Job Aid
- Manager Action
- Quiz
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Learning Segment/Course
- If part of a broader segment this module can be accessed as a stand-alone segment
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General Orientation
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Onboarding
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My Learning & Support Resources Map
- Course List for job role, outline, medium,
- resources
- SharePoint Overview
- UPK Navigation
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PeopleSoft Induction (General Audience)
- PeopleSoft Overview
- PeopleSoft Navigation Essentials
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PeopleSoft Induction (General Business Function)
- FSCM Overview
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PeopleSoft Foundations (Business Process)
- Quiz
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PeopleSoft Procure To Pay Overview
- Steps a transactions goes through
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Roles Responsibilities
- Budget, Requestor Req Entry - AP who is responsible for what and when?
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PeopleSoft Foundations (Role)
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Introduction to ACT Requisitions
- Types of Requisitions
- Goods vs. Services
- Funding Sources
- All about Assets - What you need to know
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ACT Requisition Lifecycle
- Entering Goods/Services - What happens next?
- Entering Assets - What happens next?
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Case Studies - Good & Bad Practices
- Good Practices & Consequences
- Bad Practices & Consequences
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Demystifying Requisition Key Fields & Data
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Fields, Data Entry Choices, Decision Criteria
- field/data relationships
- cautions & consequences
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standards
- Using the Comments & Attachments
- what if (what to do & additional Info)
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Working With Requisitions Part 1 - Creating Requisitions
- Knowledge Check
- Key Fields & Data review
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Preparatory actions - Before you create a requisition
- How to check budget in CC
- Determining if you are purchasing an Asset
- How to use the Vendor checklist
- if you are requesting only no data entry then ____
- If you are requesting and entering then
- Introduce performance support tools
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Create Requisition - Case Study #1
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Requisition Live Workflow
- Demo of Req, View of approver, buyer, receiver AM
- Explain Scenario
- Create Requisition - Case Study #2
- Knowledge Check
- Create Requisition - Case Study #3
- Knowledge Check
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Working with Requisitions Part 2 - Maintaining Requisitions
- Time Frames - Who can do what and when?
- Edit Vs change
- What If Scenarios
- Maintaining Requisitions Handbook of Procedures - Review
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Further Learning & Resources
- How to use UPK as on the on the job aid
- where to locate resources
- who to contact
- refresher courses
- training announcements
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Working with Requisitions Part 3 - Maintaining Requisitions - Troubleshooting
- FAQ
- Error messages and solutions
- What If Scenarios
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Working with Requisitions for Approvers
- What is unique about Level 1 Approvers?
- Level 1 Approver Checklist
- Approving a Requisition
- Viewing Comments
- Undoing an approval
- What if Situations
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Further Learning & Resources
- How to use UPK as on the on the job aid
- where to locate resources
- who to contact
- refresher courses
- training announcements
- Target Audience: 1st level approvers
- Target Audience: Requestors who enter requisitions in PeopleSoft; Requestors who DO NOT enter reqs, Level 1 approvers
- Target Audience: Requestors who enter requisitions