INFORMS Training Rollout 1
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Below please find and review training materials for the ERP Fundamentals, Finance, and Supply Chain Management training courses. Refer to the INFORMS Training Recordings section on the right-hand side where you will find all Microsoft Streams video recordings of INFORMS training courses.
This course provides an introduction to the INFORMS project, the journey through INFORMS, INFORMS roles and jobs, training and post go-live support. It is a prerequisite to all other courses.
This course provides an overview of INFORMS, including the use of its menus and features for standard navigation within the application. This course also provides an overview of reporting functionality in INFORMS, including standard and customized query capabilities. It is a prerequisite to all other courses.
FIN 101 - Financials Fundamentals
This course provides an introduction to the INFORMS Finance Application. It provides an end-to-end, high-level view of the Finance Application, including its purpose, benefits, and functions. It is a prerequisite to all other Finance courses.This course provides an overview and hands-on lessons on creating and processing non-PO vouchers within the INFORMS Account Payables module. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- FIN 201 - Accounts Payables: Create and Process non-PO Vouchers Guide
- FIN 201 - Accounts Payables: Create and Process non-PO Vouchers Presentation
- FIN 201 - Accounts Payable: Departmental & Central Construction Job Aid
- FIN 201 - Accounts Payable: Adjustment Voucher Job Aid
- FIN 201 - Accounts Payable: Inquiries Job Aid
- FIN 201 - Accounts Payable: Queries Job Aid
- FIN 201 - Accounts Payable: Retainage Adjustment & Release Job Aid
- This course provides an overview and hands-on lessons on asset management accounting. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- FIN 202 - Asset Management - Asset Consolidation
- FIN 202 - Asset Management - Unitize Assets
- FIN 202 - Asset Management - TRF Transfer
- FIN 202 - Asset Management Manually Scan Asset Record without Scanning a Barcode
- FIN 202 - Asset Managment Mobile Asset Physical Inventory
- FIN 202 - Asset Management Accounting Guide
- FIN 202 - Asset Management Accounting Presentation
- FIN 202 - Asset Management Manual Express Add Entry for Missing PO/AP Voucher Job Aid
- FIN 202 - Asset Management PO Distribution Line Discrepancies Job Aid
- FIN 202 - Submit the Disposal Worksheet Job Aid
- FIN 202 - Update the Tag Number and Police Report Job Aid
- FIN 202 - In Service to Suspended Status Job Aid
- FIN 202 - Approving Assets Created Via Interfaces Job Aid
- FIN 202 - TRF Transfer Job Aid
- FIN 202 - Add Queries to your Favorites Job Aid
- FIN 202 - Transfer an Asset to the County Store Job Aid
- FIN 202 - WorkCenter Job Aid
- FIN 202 - Signing into the Zebra TC77 for Asset Management Inventory Job Aid
- FIN 202 - Tracking Asset Management Inventory with the ZebraTC77 Job Aid
- FIN 202 - Transfer Asset When Receiving Business Unit is Outside of INFORMS Job Aid
- SCM - FIN 202 - Asset Management - Create a Receipt with an Asset Job Aid
- SCM - FIN 202 - Asset Management - Create a PO with an Asset Job Aid
- FIN 202 - Remove Duplicate Asset Job Aid
- `````````````````````````````````````This course provides an overview and hands-on lessons on creating and finalizing bills. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- This course provides an overview and hands-on lessons on receivables processing. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules. Advanced processing topics such as entering and maintaining receivables are covered.
- FIN 204 - Receivables Processing Student Guide (updated 8-13-2021)
- FIN 204 - Receivables Processing Presentation
- FIN 204 - Corrections for Deposits Applied to an Item and Customer Job Aid
- FIN 204 - Non-Cash Bonds (Letter of Credit) Job Aid
- FIN 204 - Insufficient Funds (NSF) & Bank Debit Memo Job Aid
- FIN 204 - Unpost Direct Journals Job Aid
- FIN 204 - AR Offset an Item Job Aid
- FIN 204 - Prepayment Job Aid
- This course provides an overview and hands-on lessons regarding customer setup, credit, and collections. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules. Other topics such as deposits and cash applications are covered in this course.
- This course provides an overview and hands-on lessons on entering and processing budget journals. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- FIN 206 - Enter and Process Budget Journals (Department) Guide
- FIN 206 - Enter and Process Budget Journals (Department) Presentation
- FIN 206 - Enter and Process Annual Budget Journals Job Aid
- FIN 206 - Enter and Process GOB Budget Journals Job Aid
- FIN 206 - Enter and Process Capital Budget/ Budget Journals Job Aid
- This course provides an overview and hands-on lessons on managing budget exceptions. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- This course provides an overview and hands-on lessons on budget inquiries and reporting. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- This course provides an overview and hands-on lessons on creating, maintaining, budgeting operating and grant projects. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules. Advanced project costing topics are also covered, including managing, analyzing, and maintaining projects.
- FIN 209A - Create, Maintain, Budget Operating and Grant Projects Guide
- FIN 209A - Create, Maintain, Budget Operating and Grant Projects Presentation
- FIN 209A - Create, Maintain, Budget and Capitalize Projects - Manually Process Grant Billing Job Aid
- FIN 209A - Commonly Used Analysis Types in Project Costing
- This course provides an overview and hands-on lessons on capital projects. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules. Advanced project costing topics are also covered, including managing, analyzing, and maintaining projects.
- This course provides an overview and hands-on lessons on creating and amending contracts. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- This course provides an overview and hands-on lessons on creating and maintaining grants. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- This course provides an overview and hands-on lessons on department approvals within the INFORMS Account Payables module. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- This course provides a detailed overview of how to recognize the INFORMS P-Card capabilities, review and reconcile P-Card transactions, and dispute and approve P-Card transactions/workflow.
- This course provides a comprehensive review of the travel authorization processes.
- This course provides a comprehensive review of the Expense Report processes.
- This course provides an overview and hands-on lessons on managing the general ledger. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- This course provides an overview and hands-on lessons on managing budgets. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
This course provides an introduction to Supply Chain Management (SCM), including key purchasing terms and roles as well as other general background information. It is a prerequisite to all other SCM courses.
This course provides an overview and hands-on lessons on managing and recording requisitions. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- SCM 201 - Manage and Record Requisitions Guide
- SCM 201 - Manage and Record Requisitions Job Aid
- SCM 201 - Manage and Record Requisitions Presentation
- SCM 201 - Manage and Record Requisitions - Approve a Requisition Recording
- SCM 201 - Manage and Record Requisitions - Cancel a Requisition Recording
- SCM 201 - Manage and Record Requisitions - Copy a Requisition Recording
- SCM 201 - Manage and Record Requisitions - Create a Special Requisition Recording
- SCM 201 - Requisition Entry – Classic Navigation (Preferred) Job Aid
- This course provides an overview and hands-on lessons on managing, recording, and closing purchase orders. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- This course provides an overview and hands-on lessons on recording receipts of goods and services. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- This course provides an overview and hands-on lessons on strategic sourcing. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- SCM 204 - Smart Numbering Job Aid
- SCM 204 - Create a New RFI Event
- SCM 204 - Create a New Buy Event
- SCM 204 - Extending Bidder Invitations to Select Email Recipients
- SCM 204 - Import an RFx Document
- SCM 204 - Creating Multiple Versions of Sourcing Events
- SCM 204 - View Event Q&A Form
- SCM 204 - Cancel an Event
- SCM 204 - View Merged Files and Vendor Files
- SCM 204 - Review Forms and Addendum Job Aid
- SCM 204 - Analyze Event by Aggregate Job Aid
- SCM 204 - Analyze Event by Line Job Aid
- SCM 204 - Analyze Event by Line Group Job Aid
- SCM 204 - Change an Event to Not Awarded Job Aid
- SCM 204 - Analyze an RFI Event
- SCM 204 - Award a Buy Event
- SCM 204 - Training Guide
- This course provides an overview and hands-on lessons on departmental supplier contract management. Instruction includes associated key terminology, roles, and integration points with other INFORMS modules.
- This workshop provides an overview and hands-on lessons for departmental capital-construction and resolution supplier contract management. Instruction includes associated key terminology, roles and integration points with other INFORMS modules.
INFORMS Calendar
Please find all associated training User Productivity Kits (UPKs) and video recordings in the link below.
INFORMS Glossary & Terminology
Review INFORMS glossary and terminology.
