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Financial Administration Procedures & Document Processes

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Session I: Account Profile and FAMIS Access
Training Objective: To equip account holders with the tools necessary to review all accounts in accordance with University policy.
Required Attendees: All account managers and reviewers

Session II: FAMIS/Canopy Navigation
Training Objective:To familiarize the user with the tools necessary to navigate FAMIS/Canopy. Provide an overview of FAMIS/Canopy. Explain the benefits of using Canopy. Explain how object codes, ABR rules, flags, map codes, and reserve balances affect the account.
Required Attendees: All personnel having or requiring FAMIS access.

Session III: Department Budget Request
Training Objective: Provide understanding and hands on training to create and successfully route a Departmental Budget Request (DBR). Provides and understanding the basic functionality of a Departmental Budget.
Required Attendees: All account managers, approvers, creators, and reviewers

Session IV: Employee Payroll Actions (EPA), Encumbrances, and History
Training Objective: Provide understanding and hands on training to create and successfully close an Employee Payroll Action (EPA), certify Budget Verification Documents (BVD), review payroll history and payroll encumbrances. Required Attendees: All account managers, approvers, and creators

Session V: Procurement, Contracts & State of Texas HUB Program
Training Objective: Provide University employees involved in the procurement of goods/services with the knowledge and resources needed to meet departmental procurement needs.  Provide understanding of Procurement, Contracts and State of Texas HUB Program processing guidelines.  Users are made aware of the bid requirements and the exceptions by introducing them to existing State contracts systems and various group purchasing agreements.
Required Attendees: All account managers, approvers and creators

Session VI: E-Docs, L-Doc and Requisitions
Training Objective: Provide information on how to identify Exempt (E-Doc), Limited (L-Doc) and Requisition (R-Doc) purchases. Users are training on how to create, modify, conduct flag maintenance, add notes, copy and track the routing of the purchase documents.
Required Attendees:All account managers, approvers and creators

Session VII: Fixed Assets Inventory and Assets Training
Training Objective:
Required Attendees: