PeopleSoft Workshop Descriptions

These courses are designed to assist all types of PeopleSoft users, from beginner to advanced.

Introduction to PeopleSoft 8
Instructors: Latoyia Gafeney

This workshop provides an overview of the features of PeopleSoft 8. Included are how to log in, navigate through PeopleSoft, and an explanation of functions and options.

Duration: 1 hour
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Introduction to PeopleSoft nVision Reporting
Instructor: Tiffany Gilmore Soublet

Designed for first-time users to nVision, this workshop will provide an understanding of the basic components of nVision reports for budget and expenditure reporting. Topics will include: accessing PeopleSoft via Citrix, accessing nVision reports by department and by grant, and viewing and understanding summary and detail for budgeted, pre-encumbered, encumbered, and expenditure transactions. Basic Excel functions and features that support the use of nVision will be demonstrated. Recommended for any staff or faculty member responsible for tracking departmental budgets or grants.

Duration: 1 hour 30 minutes; Workshops available upon request
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Intermediate PeopleSoft nVision Reporting
Instructor: Tiffany Gilmore Soublet

This workshop is an advanced session and intended for users who are currently working with nVision. This session will cover the less frequently used, yet very effective, drill options: Account by Period, Account by Department, Department by Period, and Journal ID/Descr. Participants will also learn how to organize the data retrieved using Excel functions and features.

Duration: 1 hour 30 minutes; Workshops available upon request
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Refresher for PeopleSoft nVision Reporting
Instructor: Tiffany Gilmore Soublet

This workshop is designed for users who have previously attended an nVision workshop, but would like a refresher course as well as the opportunity to inquire about nVision functionality. The instructor will give a brief review of the nVision drill options and Excel functions and features that support the use of nVision. The participants will determine the topics and structure of this workshop.

Duration: 1 hour ; Workshops available upon request
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Excel-A-Vision
Instructor: Tiffany Gilmore Soublet

This workshop is designed for users who are currently working with nVision and who are familiar with basic Excel functions. Participants will gain the skills and knowledge necessary to organize the nVision data for presentation purposes using advanced Excel functions. Demonstrated Excel features will include Macros and Pivot Tables.

Duration: 2 hours; Workshops available upon request
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Basic Navigation PeopleSoft Version 9.0 Upgrade
Instructor: Latoyia Gafeney

This workshop is designed for users who are currently working with PeopleSoft Financials Version 7.6. This course will cover PeopleSoft terminology and basic navigational structure. Locating components and personalizing frequently used content will be the major focus. Users will receive their Financials security upon completion of this workshop.

Duration: 2 hours
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Receiving in PeopleSoft Version 9.0 (New Functionality)
Instructor: Latoyia Gafeney

This workshop is designed for users who have been appointed to receive goods online within a specific department or organization. All participants will learn the procedure for receiving(processing) an item(invoice) by reading the information available on the Match Exception reports that are received daily via email. The receiving process ensures the vendor will receive timely payments for goods. We will cover inquiring on a Purchase Order, receiving a partial shipment, receiving a complete shipment, receiving a regular purchase order verses a blanket or verbal purchase order, correcting an item after it has been received, canceling a receipt line or a receipt, inquiring on existing receipts, viewing payments and viewing contract, bid, requisition and invoice documents.

Duration: 2 hours
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Post Production Labs
Instructor: N/A

The Labs will be available every Friday beginning May 8, 2009 except holidays from 9:00am-12:00pm in the PeopleSoft Lab Science building room 2062. No registration is required. Just show up anytime Friday morning with your regular work and questions.

Duration: 3 Hours

Basic Advisor
Instructors: Latoyia Gafeney

This workshop covers areas in the PeopleSoft Student Administration database that are useful to advisors. Topics to be covered include: viewing and printing advising transcripts; permissions (blue slip functions), service indicators (including holds); student address/telephone inquiry; viewing and printing student schedules and grade reports.

Duration: 2 hours
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Advanced Advisor
Instructors: Latoyia Gafeney

This workshop covers areas in the PeopleSoft Student Administration database that are useful to advisors. Topics to be covered include: registering students (add, drop, swap, override); viewing and changing student programs/plans (majors); course section information (day/time, location, availability); and student career history (activation, suspension, resignation, etc.); as well as any special topics relating to advising functions in PeopleSoft.

Duration: 2 hours
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Basic Academic Support
Instructors: Latoyia Gafeney

This workshop covers areas in the PeopleSoft Student Administration database that are useful to academic support personnel. Topics to be covered include: permissions (blue slip functions); service indicators (including holds); viewing and printing course status information (enrollment totals); printing rosters and grade rosters; and student address/telephone inquiry.

Duration: 2 hours
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Advanced Academic Support
Instructors: Latoyia Gafeney

This workshop covers areas in the PeopleSoft Student Administration database that are useful to academic support personnel. Topics to be covered include: registering students (add, drop, swap, override); viewing and printing advising transcripts; and viewing and printing student schedules and grade reports; as well as any special topics relating to academic support functions in PeopleSoft.

Duration: 2 hours
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Faculty / Instructor Training
Instructors: Latoyia Gafeney

This workshop covers Webstar as well as areas in the PeopleSoft Student Administration database that are useful to instructors. Topics to be covered include: grading, rosters, and schedules in Webstar; Permissions (blue slip functions); student address/telephone inquiry; and importing and printing class rosters.

Duration: 2 hours
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Customer Account Inquiry
Instructors: Latoyia Gafeney

This workshop discusses the "Inquire Customer Account" panel which provides a great amount of financial and scholastic data for a particular student. Charges, Payments, Financial Aid, Anticipated Financial Aid, Payment Plans, and Enrollment Summary data are some examples of what can be viewed via the Inquire Customer Account panel.

Duration: 1 hour; Workshops available upon request
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HR Time and Leave
Instructor: Karen Paisant

This workshop is designed for current university timekeepers only. Participants will learn to apply university time and leave procedures in the PeopleSoft 8 environment.

Duration: 2 hours
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Date: May 7, 2009