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Training & Security Access

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Description:
The video linked below outlines the best cash and credit card handling practices for employees handling money on behalf of Utah State University

Trainer/Point of Contact:
Shanell Johnson (435) 797-1682

Resources:
Cash and Credit Handling Training

*This training is to be completed before moving on to any other Finance training*

Description:
This course covers chart of account information for Banner including an understanding of FOAPAL terms, how to set up My Banner and My Links, how to navigate to the most common financial screens, how to conduct queries on the Banner financial screens and how to use e-Print to get the monthly financial reports. When looking at the financial screens we will show you how to determine what your budget, expenses, commitments, and available balance are and how to query the Banner system.

Trainer/Point of Contact:
Allen Dawes (435) 797-1436

Documentation:
Handout
Slides

Security Request:
Banner Training/Access Request Form
Banner Finance Organization Security Access Request Form

Description:
This course is designed to train users how to perform queries on Post-Award grant activity. Please print the training manual and bring it with you to the workshop. To download the manual to your computer, click this link: http://cidi.usu.edu/files/Banner_Research_Training.pdf

Trainer/Point of Contact:
Samantha Tervort (435) 797-0039.

Documentation:

Banner Finance Research Training Manual
Effort Reporting: Top 10 Things a P.I. Should Know

Security Request:
Banner Training/Access Request Form

Prerequisite:
Chart of Accounts training (COA)

Description:
Shopping through Catalogs, non-catalog forms and USU Forms. This course will cover the needs of the departmental users who will be creating shopping carts, looking up orders, requesting the shopping cart, and understanding the approval process.

Trainer/Point of Contact:
Jill Ballard (435) 797-1038

Documentation:

Handout

Description:
This training is for those that are entering journal vouchers for their department/college.

Trainer/Point of Contact:
Betsy Clark (435) 797-0363

Documentation:
Online Journal Vouchers
Approving a Journal Voucher
Adding Documents to Banner / Xtender

Security Request:
Banner Training/Access Request Form

Prerequisite:
Chart of Accounts (COA)

Description:
This course covers reallocating labor transactions in Access(SSB). If you have examples please bring them to training.

Trainer/Point of Contact:
Samantha Tervort (435) 797-0039

Documentation:
Online Labor Redistribution

 

Description:
This training is for new and renewing P-Card, All Card, and Travel Card Cardholders and Delegated Users. (Cardholders must renew training every three years.)

Trainer/Point of Contact:
Jill Hansen (435) 797-9683 •  PCardAdmin@usu.edu

Resources:
All Card, Travel Card, and P-Card Online Trainings

Description:
This course covers the electronic entry of travel authorization and travel reimbursement.

Trainer/Point of Contact:
Karen Mouritsen (435) 797-1065

Documentation:
Travel & Expense Guidelines
Travel Appro
vals

Security Request:
Banner Training/Access Request Form