FMS Training & Resources

Below is the training curriculum of courses available in Blackboard. All users will need to self-enroll in Blackboard to obtain access to training materials in UTRGV PeopleSoft Academy. Follow these instructions to enroll today!

Once you have enrolled in the UTRGV PeopleSoft Academy, you will have access to review the Foundation courses, acknowledge completion of each course, then you will be able to move on to the Advanced course materials as well as to participate in the face-to-face training courses.

Registration for face-to-face training is available on the UTRGV Training Services website. Please check this website regularly.

FMS Training Curriculum

Foundational Courses

The courses below are pre-requisites to the more advanced training sessions.

Training Module	Training Title	Training Medium
General Ledger, Commitment Control	Fund Accounting Basics	Blackboard
General Ledger, Commitment Control	Basic Navigation in General Ledger (GL)	Blackboard
Commitment Control	Basic Navigation in Commitment Control (KK)	Blackboard
General Ledger, Commitment Control	Budget Overview	Blackboard

Advanced Courses

The courses below are advanced sessions. Please make sure you have completed corresponding pre-requisite courses before advancing.

Training Module	Training Title	Training Medium
Procurement & Accounts Payable	Procure-to-Pay Process- iShop UTRGV integration in PeopleSoft, Policies, Procedures, Procure-to-Pay Process, Travel Requisition Process, and a hands-on training. Travel Process & Credit Card Program	Blackboard Face-to-Face Training
Procurement & Accounts Payable	iShop UTRGV - Learning the Basics - iShop UTRGV integration in PeopleSoft, Policies, Procedures and the Procure to Pay process.	Face-to-Face Training & via Skype
Procurement & Accounts Payable	iShop UTRGV - Travel Training - Policies, Procedures, and the Travel Process.	Face-to-Face Training & via Skype
Asset Management	Asset Workflow - Asset identification, Transfer, Removal for off-campus use, Return from off-campus, and Surplus.	Blackboard Face-to-Face Training
Accounts Receivable	Invoices/Customer Inquiry/Reports - Creating invoices, Copying invoices, AR inquiry, Generating Aging Reports, and Customer Account overview	Blackboard Face-to-Face Training
Grants Management	Overviews, Navigation, & Reports - Overview of Available Balances for Grants/Projects/Cost Shares, Overview on Award Profile/ Project, Budget Transfers in Grants Management, how to access queries on Grants/Projects	Face-to-Face Training
General Ledger	Journal Entry (Back Office)	Blackboard
General Ledger	Interdepartmental Transfers and Corrections	Blackboard
General Ledger	Request a Cost Center	Face-to-Face Training
General Ledger	Reconciliation Navigation and Overview	Face-to-Face Training
Commitment Control	Budget Overview & Transfers - Creating the Budget Overview inquiry, drilling down into balances, as well as creating and submitting a Budget Transfer.	Blackboard Face-to-Face Training

Introductory Guides

Reference Guides

Training Title	Training Reference
PeopleSoft Glossary	PeopleSoft Glossary
Chart Of Accounts (COA) Quick Reference Guide	COA Quick Reference
Oracle E-Business to PeopleSoft Conversion Tool Navigation	PeopleSoft FMS Conversion Tool Navigation
Login/Navigation 101 for Super User Acceptance Testing	Login/Navigation 101
PeopleSoft Chart of Accounts Structure with Examples of Allowable/Unallowable Expenses	COA Structure
Departmental Deposit Form	Departmental Deposit Form