TRAINING TOPICS

Key

Levels

Department Administrator (DA)

End User (EU)

System Administrator (SA)

Course / Course ID

Accounting / Axxx

Facility Management / Fxxx

Grant / Gxxx

Personnel / Pxxx

Space & Equipment Inventory / Sxxx

Topical / Txxx

Department Manager & College Administrator Installation & Training Topics

Course ID	Title	Time	Level
Project Management
PM100	Review Questionaire, Project Management Meeting	60	DS, SA
PM200	Create Timeline, Get Account Structure Map Info	60	DS, SA
PM300	Map to G/L, HR, other Institutional Systems	60	DS, SA
PM400	Create Custom Training Plan	60	DA

Accounting Module
Pre-Load Accounting Data
PLA100	Receive Preliminary Transaction File(s)	1 wk	DS, SA
PLA200	Receive Final Transaction File(s)	1 day	DS, SA
PLA300	Load Transaction Data (ITW Technical Staff)	3 days	N/A
PLA400	Verify Pre-loaded Transaciton Data	1 day	DA, EU

Recurring Accounting Import
RIA100	Receive Preliminary Transaction File(s)	1 wk	DA, SA
RIA200	Map Data Files	3 days	DA, SA
RIA300	Receive Final Transaction File(s)	3 days	DA, SA
RIA400	Program Import Procedure (ITW Programming Staff)	2 wks	N/A
RIA500	Verify Imported Transaction Data	1 wk	DA, EU

Accounting Module Training
A100	Getting Started: Accounting Module Overview	20	DA, SA
A110	Organization Specific Codes	20	DA, SA
A120	Transaction Level Codes & Their Attributes: Codes for Basic Accounting	45	DA, EU
A130	Coding Information for Management Reports: Codes that Group Codes	20	DA, EU
A140	Coding Information for Management Reports: Cost Accounting Code Setup	45	DA, EU
A200	Starting Up a Project / Account	45	EU
A210	Tracking Orders/Purchases - Day to Day Data Entry	20	DA, EU
A220	Reconciliation	45	EU
A300	Generating Accounting Reports I: Overview & Basics	45	DA, EU
A310	Generating Accounting Reports II: Selection Criteria & Balance Views	20	DA, EU
A320	Generating Accounting Reports III: Specialized Formats	20	DA, EU
A330	Generating Accounting Reports IV: Management & Trend Analysis	45	DA, EU
A400	Tracking Indirect Costs	45	DA, EU
A500	Archiving Data, Year End Transfers	45	DA, EU
A510	Electronic Import Procedures: Basic Operation	20	DA
A520	Electronic Import Procedures: Trouble Shooting	20	DA
A530	Faculty Allowance Loads	30	DA
A540	Advanced Budget System	30	DA
A600	Security System	30	DA, SA
A700	Question & Answer	30	DA, EU
A800	Custom Session	45	DA, EU
A900	Product Demo	60	DA, EU

Personnel Module
Pre-Load Personnel Data
PLP100	Receive Preliminary Transaction File(s)	1 wk	DS, SA
PLP200	Receive Final Transaction File(s)	1 day	DS, SA
PLP300	Load Transaction Data (ITW Technical Staff)	3 days	N/A
PLP400	Verify Pre-loaded Transaciton Data	1 day	DA, EU

Recurring Personnel Import
RIP100	Receive Preliminary Data File(s)	1 wk	DA, SA
RIP200	Map Data Files	3 days	DA, SA
RIP300	Receive Final File(s)	3 days	DA, SA
RIP400	Program Import Procedure (ITW Programming Staff)	2 wks	N/A
RIP500	Verify Imported Data	1 wk	DA, EU

Personnel Module Training
P100	Getting Started: Personnel Module Overview	20	DA, SA
P110	Organization Specific Codes	20	DA, SA
P200	Personnel Data Entry - Overview	20	DA, EU
P210	Total Salary & Salary Distribution	45	DA, EU
P220	Fringe Benefits - Using a Composite Rate	20	DA, EU
P221	Fringe Benefits - Using Individual Benefits	45	DA, EU
P222	Fringe Benefit Rates - Composite	20	DA
P223	Fringe Benefit Rates - Individual	45	DA
P230	Appointment / Rank / Title	20	DA
P240	Data Entry - Non-Financial Tabs	45	DA
P300	Personnel Reports - Overview	20	DA, EU
P310	Non-Financial Reports	20	EU
P320	Financial Reports	45	DA, EU
P330	Faculty Profile Report	45	DA, EU
P400	Projection System Overview (w/ Accounting)	45	DA, EU
P410	Projection System Loading Encumbrances (w/ Accounting)	45	DA, EU
P420	Projection System Advanced Reports (w/ Accounting)	45	DA, EU
P500	Setup Position Control Budgets (State Funded Institutions)	45	DA, EU
P510	Postion Control Reports (State Funded Institutions)	45	DA, EU
P600	Security System	30	DA, SA
P700	Setup Appointment Tracking System	45	DA, EU
P710	Appointment Tracking System Review	45	DA, EU

Facility Module
Recurring Facility Import
RIF100	Receive Preliminary Data File(s)	1 wk	DA, SA
RIF200	Map Data Files	3 days	DA, SA
RIF300	Receive Final File(s)	3 days	DA, SA
RIF400	Program Import Procedure (ITW Programming Staff)	2 wks	N/A
RIF500	Verify Imported Data	1 wk	DA, EU

Facility Module Training
F100	Facility Managment Module Security System: Setting Up Users	45	DA, SA
F110	Setup Codes for PI's, their Reps, and Item / Works Codes	45	DA
F120	Defining Billing Rates	45	DA
F200	Entering Work to be Billed	20	DA, EU
F300	Generating Invoices	20	DA, EU
F400	Facility Management Reports - Overview	20	DA, EU
F410	Facility Management Reports - Outstanding Invoices	20	DA, EU
F420	Facility Management Reports - Management Reports	20	DA, EU
F500	Transferring Invoices to the Accounting Module/ Payments to Facility	20	DA

Grant Module
Pre-Load Grant
RIF100	Receive Preliminary Data File(s)	1 wk	DA, SA
RIF300	Receive Final Data File(s)	1 day	DA, SA
RIF400	Load Data (ITW Technical Staff)	3 days	N/A
RIF500	Verify Pre-loaded Data	1 day	DA, EU

Grant Module Training
G100	Getting Started: Grant Module Overview	30	DA, SA
G110	Organization Specific Codes	60	DA
G120	Set up Agency and Grant Type Codes	60	DA
G200	Entering a Pending Grant/Research Proposal	60	DA, EU
G300	Generating Grant Table Reports	30	DA, EU
G301	Generating Grant List Reports	30	DA, EU
G302	Generating Grant Grant Tickler Reports	30	DA, EU
G303	Generating Grant Grant Budget Reports	30	DA, EU
G310	Generating Other Support Pages	30	EU
G320	Notification Reports	60	DA, EU
G400	Research Compliance	30	DA, EU
G500	Grant Space Comparison Reports	30	DA, EU
G600	Security System	30	DA, SA
G700	Question & Answer Session	30	DA, EU

Space Module
Pre-Load Space
PLS100	Receive Preliminary Transaction File(s)	1 wk	DA, SA
PLS300	Receive Final Transaction File(s)	1 day	DA, SA
PLS400	Load Transaction Data (ITW Technical Staff)	3 days	N/A
PLS500	Verify Pre-loaded Transaction Data	1 day	DA, EU

Space Module Training
S100	Space & Inventory Module Security System: Setting Up Users	30	DA, SA
S110	Getting Started - Overview	30	DA, SA
S120	Defining Building, Use, Category, & Equipment Codes	45
S200	Space / Room Data Entry	30	DA, EU
S210	Equipment Data Entry	30	DA, EU
S300	Space Utilization Reports	30	DA, EU
S310	Equipment / Asset Management Reports	30	DA, EU
S320	Identifying Missing Equipment	30	EU
S400	Interfacing with BarCode Scanner	45	DA, EU

On-Line Management
OL100	Review Security, Define Web Rollups, Operational Overview	45	DA, SA

Topical Training Courses
T100	Basic Data Entry Techniques	30	EU
T210	Tracking Effort I - From a Grants Management Perspective	30	DA, EU
T220	Tracking Effort II - From an Human Resources Management Perspective	30	DA, EU
T230	Tools for Eliminating Retroactive Salary Distribution Changes	30	DA, EU
T300	Reports for Faculty Evaluation	30	DA