Training Information - Here to help staff get trained!

 

Financials Training Guide Training Catalog - quickly navigate to your desired training using the anchors below:


Bursar's 101 Training Info and Sessions:

The Bursar’s Office is offering a training session to help our business partners understand and to clarify the services that we offer.  Who Should Attned & Topics

Topics will include petty cash, invoicing, refunds and OneCard services. 

Registration is limited to the first 40 people.

Registration is via Skillport.  Navigation: My Sac State/Employee Center/Skillport/Quick Links/Instructor Led Training/Bursar's 101

Date Time Location
To Be Determined TBD TBD

Delegation of Authority and Reports To (DART)

The new DART application resides in CMS, and will replace the CFS Delegation of Authority (DoA) application.
DART will become available to users Dec 1, 2017, and continue as the permanent tool to validate DoA.
The CFS DoA is also available, but will be removed after Feb 23.

The DART application has two inquiry screens for users to:
  1. Lookup DoA by employee or by department.
  2. Lookup manager-employee reporting relationships.

DART User's Guide

Requisition Authority in DART


Expenditure Transfer Training Info:

Expenditure Transfer Training - Topic Info and Registration Details

Expenditure Transfer User Guide - Updated January 2018

Registration is via Skillport.  Navigation: My Sac State/Employee Center/Skillport/Quick Links/Instructor Led Training/Session Schedule - See right side and search for "expenditure transfer".  Seating is limited, sign up today!

Expenditure Transfer Training Sessions:

Date Time Location
To Be Determined TBD TBD

Financial Data Warehouse (FDW)

CSU Resources

Links to other training sources.

The FDW-Introductory training will help users run financial reports using FDW.  It covers the "Financial Summary As of Period" guide and other documents in the "FDW Training Guides and Videos" section below. 

The FDW-LCD training will focus on reporting the Labor Cost Distribution (LCD) data in FDW.  See the "LCD Reports" guide in the "FDW Training Guides and Videos" section for details about this training.

You should get access to the FDW application before taking either of these classes.

Skillport was retired in January, 2019. Register by sending an email to "bpa-01@saclink.csus.edu".
Sessions without committed attendees will be canceled.

FDW-Introductory Training Sessions:

Date Time Location
3/15/2019 10 am - 11:30 Mendocino 2003
5/3/2019 9 am - 10:30 Mendocino 2003

FDW-LCD Training Sessions:

Verify you have the LCD Dashboard in FDW before you enroll.
Date Time Location
2/15/2019 10 - 11:30 am Mendocino 2003
3/15/2019 10 - 11:30 am Mendocino 2003

FDW Training Guides and Videos

Introduction: Guide  
Trial Balance: Guide Video
Financial Summary As of Period: Guide Video
Fund Balance: Guide Video Using SAC_FUND_OWNER Tree
Tree Reporting: Guide Video
ProCard Transaction: Guide  
Open PO Report: Guide  
LCD Reports: Guide
Projections (using Excel): Guide

FDW Frequently Asked Questions

The Frequently Asked Questions (FAQ) are grouped into three categories:

  • Best Practices
  • Troubleshooting
  • Other FAQs

Best Practices

How to specify NULL or not-NULL filters in FDW
I cannot drill on totals.  How do I drill and see the details for a PC/College, and not just a department?
How can I use FDW to verify open POs?
Why is my PO Report sum is different from my Financial Summary Encumbrance sum?
Use the "Primary Tree Flg" on your Tree report
How can I relate my Fund Balance to my Financial Summary?

Troubleshooting

Known issue - Report hangs at the filter drop-down prompt
Why does my FDW report not use the filter that I defined?
What if my “Hamburger” is missing?
What if my report filters are missing?
How do I request access to the LCD Dashboard?

Other FAQs

Other Frequently Asked Questions
Contents of "Other FAQs":
    Remember to click "Apply Filters"
    Encumbrances may show differently than Sac Vault
    Remember to set the current month to 12 when running a prior year report
    Remember to use the pull-down menu, and not to directly key in funds or department numbers
    Sharing customizations with others
What is the list of retired SacVault financial reports?
To receive system-wide service outage bulletins, including FDW outages, visit https://csyou.calstate.edu/Outages
    Steps to sign up for system-wide service outage bulletins


Procurement Trainings

The Procurement and Contract Services Department will conduct Procurement 101 and Requisition Trainings for new staff members responsible for procurement activity; and/or, as a refresher for current staff members. The trainings cover procurement policies, protocols and guidelines.

Procurement 101 Training Sessions:

To register, please email Chris Wessendorf, at chris.wessendorf@csus.edu.
Space is limited to 15 people.

Date Time Location
10/22/2018 9 - 11 am Modoc 1009
11/28/2018 9 - 11 am Modoc 1009
1/23/2019 9 - 11 am Modoc 1009
2/27/2019 9 - 11 am Modoc 1009
3/27/2019 9 - 11 am Modoc 1009
4/24/2019 9 - 11 am Modoc 1009
5/22/2019 9 - 11 am Modoc 1009
6/19/2019 9 - 11 am Modoc 1009

Requisition Training Sessions:

Requisition training will be conducted on the dates identified below.
To register, please contact Dale Clack at clackd@csus.edu.
Space is limited to 20 people.

Date Time Location
11/14/18 1:30 pm - 3:30 pm Library 12 – IRT Training Room
1/8/19 1:30 pm - 3:30 pm Library 12 – IRT Training Room

Consulting-Firm/Individual Agreement Training Sessions:

The purpose of this presentation/training is to provide a review of Consulting Service Agreements with Firms and/or Individuals, in regards to the processes, policies and protocol necessary to obtain this type of service.

To register, please email Michelle Bianco, at biancom@csus.edu.
Space is limited to 15 people.

Date Time Location
1/23/19 2 pm - 4 pm Modoc 1009
2/20/19 1 pm - 3 pm Modoc 1009
3/12/19 2 pm - 4 pm Modoc 1009


University Foundation at Sac State (UFSS)

Effective October 1, 2018, Sac State Financial Services assumed administration responsibilities for Foundation Funds.
General information about this change can be found in this PowerPoint Overview.  (You will need to download this PowerPoint document to view it.)
Here is the web page about this UFSS project: https://www.csus.edu/aba/financial-services/ufss/

The UFSS training is designed to help users identify policy and procedure changes with this transition. The limit of students for each session is 20. We reserve the right to cancel sessions when nobody has enrolled.

You can enroll using Skillport. Follow these steps:

  1. Start on your MySacState page
  2. Click on the "Skillport" link
  3. Click "Quick Links"
  4. Click "Instructor Led Training"
  5. Click "Session Schedule"
  6. Go to the "Search" box in the top-right and search for "UFSS".
  7. Locate the appropriate FDW training class and click "Details".
  8. Pick the session that best fits your schedule and click "Enroll"

UFSS Training Sessions:

Date Time Location
TBD Modoc 1009