Fiscal Training

 

AboutDelivered by Fiscal, Travel, and Payroll personnel, these workshops are available online or face-to-face.

 

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TrainTraq

TrainTraq is an online training assignment and record management system through which employees can access required online training and other professional development workshops/events. Access to TrainTraq is through the Single Sign On portal.

 

 

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Basic Purchasing Inquiry
This face-to-face optional training teaches a basic inquiry of purchasing and accounts payable screens. Prerequisites are: FAMIS 101: Introduction to FAMIS or Canopy 101: Introduction to Canopy, and FAMIS 103: Purchasing Overview.

Course Delivery: Delivered by Fiscal, Travel, and Payroll personnel, this workshop is available face-to-face.

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Canopy 101: Introduction to Canopy4
This online training, available through TrainTraq, is a required overview designed to help you learn the basics of Canopy. Users will need approved access to FAMIS/Canopy.

Course Delivery: View Slideshow

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Departmental Budget Request (DBR)4
This online training, available through TrainTraq, defines when and how to create, revise, and route the DBR document. Users will need approved access to FAMIS/Canopy.

Course Delivery: Available online through TrainTraq: https://sso.tamus.edu

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Disbursement of Funds5
Available online through TrainTraq, this course provides an overview of A&M System purchasing guidelines, purchase vouchers, and travel vouchers.

Course Delivery: Available online through TrainTraq: https://sso.tamus.edu

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Disbursements Training4
Upon successful completion of this online course, available through TrainTraq, you will have an understanding of the general policies and procedures associated with the disbursement of funds. This course is required for all FAMIS document creators/signers and purchasing card Pathway Net reallocators. Training is also recommended for any user involved in the purchasing process.

Course Delivery: Available online through TrainTraq: https://sso.tamus.edu

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EPA Canopy Training
This training for new unit/department business staff responsible for initiating payroll actions is provided, face-to-face, for users of the EPA (Electronic Payroll Action) module. A prior knowledge of FAMIS is a prerequisite.

Course Delivery: Delivered by Fiscal, Travel, and Payroll personnel, this workshop is available face-to-face.

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FAMIS 101: Introduction to FAMIS
This online training, available through TrainTraq, is required for all FAMIS users. Topics covered are FAMIS security, logging on/off, and navigating FAMIS screens. Users will need approved access to FAMIS/Canopy.

Course Delivery: Available Online

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FAMIS 102: Purchasing Overview
This online course is required for all users with update access to FAMIS Purchasing and is recommended for any user involved in the purchasing process. The basic concepts of the online FAMIS purchasing module are covered.

Course Delivery: Available Online

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HUB Purchasing Requirements5
Available online through TrainTraq, this course defines what a Historically Underutilized Business (HUB) is, describes why purchasing from HUBs is important, and provides guidelines for purchasing from HUBs. This course is designed for personnel responsible for making or approving purchases, including administrative assistants/bookkeepers, account managers, department heads, and procurement card holders.

Course Delivery: Available online through TrainTraq: https://sso.tamus.edu

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Limited and Exempts
This face-to-face program offers training to create limited and exempt purchase documents. Prerequisites are: FAMIS 101: Introduction to FAMIS, FAMIS 102: Purchasing Overview, Disbursements Training, and Requisitions (if authorized for this access).

Course Delivery: Delivered by Fiscal, Travel, and Payroll personnel, this workshop is available face-to-face.

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Payment Card Industry Data Security Standard5
Available online through TrainTraq, this program reviews the Payment Card Industry Data Security Standard and how the A&M System meets each requirement of the standard.

Course Delivery: Available online through TrainTraq: https://sso.tamus.edu

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Payment Card Training4
This online training, available through TrainTraq, provides the information necessary to use the purchasing card within the Payment Card Program Guidelines. This training must be completed prior to applying for the purchasing card, and is required to be completed every 2 years.

Course Delivery: Available online through TrainTraq: https://sso.tamus.edu

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Payroll: General Understanding and Completing Forms
This training is provided face-to-face for new employees of a unit/department who will be responsible for processing and submitting payroll documents.

Course Delivery: Delivered by Fiscal, Travel, and Payroll personnel, this workshop is available face-to-face.

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Preliminary Fixed Assets
This face-to-face program offers training to access and input inventory information for purchases that must be placed on inventory. Prerequisites are: FAMIS 101: Introduction to FAMIS, Canopy 101: Introduction to Canopy, FAMIS 102: Purchasing Overview, Limited and Exempts, Disbursements Training, and Requisitions (if authorized for this access).

Course Delivery: Delivered by Fiscal, Travel, and Payroll personnel, this workshop is available face-to-face.

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Purchase and Payroll Approver/Signer
This course, available face-to-face, offers the basics on navigation through FAMIS and Canopy to review and/or sign off on purchase and payroll documents. Prerequisite for this program is: FAMIS 101: Introduction to FAMIS, Canopy 101: Introduction to Canopy, or Disbursements Training.

Course Delivery: Delivered by Fiscal, Travel, and Payroll personnel, this workshop is available face-to-face.

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Purchasing
This face-to-face workshop focuses on cooperative buying—a group purchasing contracts overview—E&I, TCPN, H-GAC, and US Communities. Topics include what they are, how to locate and use the contracts, and where to go now that TBPC does not handle purchasing, such as state contracts and TXMAS contracts..

Course Delivery: Delivered by Fiscal, Travel, and Payroll personnel, this workshop is available face-to-face.

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Receiving
This face-to-face class offers training to receive purchasing document shipments. Prerequisites are: FAMIS 101: Introduction to FAMIS, Canopy 101: Introduction to Canopy, and FAMIS 102: Purchasing Overview, Disbursement Training, Limited and Exempts, and Requisitions (if authorized for this access).

Course Delivery: Delivered by Fiscal, Travel, and Payroll personnel, this workshop is available face-to-face.

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Requisitions
This face-to-face workshop offers training on creating requisitions. Prerequisites are: FAMIS 101: Introduction to FAMIS, Canopy 101: Introduction to Canopy, and FAMIS 102: Purchasing Overview, and Disbursement Training.

Course Delivery: Delivered by Fiscal, Travel, and Payroll personnel, this workshop is available face-to-face.

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TimeTraq Training
This training is provided face-to-face for new users of the TimeTraq system who will assume the Department Administrator role of a unit. It is targeted to department/unit business staff responsible for supervising the biweekly payroll.

Course Delivery: Delivered by Fiscal, Travel, and Payroll personnel, this workshop is available face-to-face.
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4Log into Single Sign On. Select TrainTraq. Choose Search. Type the course name. Select your workstation. Click on “Search.”

 

5Log into Single Sign On. Select TrainTraq. Choose Search. Type the course name. Under Course Type, select “Online.” Click on “Search.”

 

 

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