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
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 | |
| General Ledger, Commitment Control | Basic Navigation in General Ledger (GL) | |
| Commitment Control | Basic Navigation in Commitment Control (KK) |
|
| General Ledger, Commitment Control | Budget Overview |
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 |
|
|
Procurement & Accounts Payable |
iShop UTRGV - Learning the Basics - iShop UTRGV integration in PeopleSoft, Policies, Procedures and the Procure to Pay process. |
|
| Procurement & Accounts Payable |
iShop UTRGV - Travel Training - Policies, Procedures, and the Travel Process. |
|
| Asset Management | Asset Workflow - Asset identification, Transfer, Removal for off-campus use, Return from off-campus, and Surplus. | |
| Accounts Receivable | Invoices/Customer Inquiry/Reports - Creating invoices, Copying invoices, AR inquiry, Generating Aging Reports, and Customer Account overview | |
| 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 | |
| General Ledger | Journal Entry (Back Office) | |
| General Ledger | Interdepartmental Transfers and Corrections | |
| General Ledger | Request a Cost Center | |
| General Ledger | Reconciliation Navigation and Overview | |
| Commitment Control | Budget Overview & Transfers - Creating the Budget Overview inquiry, drilling down into balances, as well as creating and submitting a Budget Transfer. |
Introductory 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 | |
| Departmental Deposit Form | Departmental Deposit Form |
Crosswalks & SpeedTypes
The crosswalks below are designed to facilitate the transition from Oracle E-Business to PeopleSoft.
E-type to PeopleSoft Account Code Crosswalk (iShop)
Organization to Department FY2018
Organization to Department FY2019
Non-sponsored Projects to Cost Center