University of Pennsylvania
Business and Related Training and System Access Requirements
Financial Training Department
What Training and/or Access is Needed? Responsible Department How Do I Register for This Training? Where to Find the Access Form on the Web?
Chart of Accounts - http://www.finance.upenn.edu/ftd/courses.shtml Financial Training -  http://www.finance.upenn.edu/ftd http://knowledgelink.upenn.edu N/A
BEN Assets - http://www.finance.upenn.edu/ftd/courses.shtml Financial Training -  http://www.finance.upenn.edu/ftd http://knowledgelink.upenn.edu http://www.finance.upenn.edu/comptroller/forms
BEN Balances (Includes GL Inquiry, Reporting and BEN Reports, Manual Journal Entry, Budget Journal Entry, Freeze Grants) - http://www.finance.upenn.edu/ftd/courses.html Financial Training -  http://www.finance.upenn.edu/ftd http://knowledgelink.upenn.edu http://www.finance.upenn.edu/comptroller/forms
BEN Buys (Includes Req Only, PO Manager) - http://www.finance.upenn.edu/ftd/courses.html Financial Training -  http://www.finance.upenn.edu/ftd http://knowledgelink.upenn.edu http://www.finance.upenn.edu/comptroller/forms
Invoice Inquiry - http://www.finance.upenn.edu/ftd/courses.html Financial Training -  http://www.finance.upenn.edu/ftd http://knowledgelink.upenn.edu http://www.finance.upenn.edu/comptroller/forms
Operating Gifts & Endowments - http://www.finance.upenn.edu/ftd/courses.shtml Financial Training -  http://www.finance.upenn.edu/ftd http://knowledgelink.upenn.edu N/A
Payroll/Personnel (Includes WESD and CPUP Training) - http://www.finance.upenn.edu/ftd/courses.shtml Financial Training -  http://www.finance.upenn.edu/ftd http://knowledgelink.upenn.edu http://www.finance.upenn.edu/comptroller/forms
Petty Cash - http://www.finance.upenn.edu/ftd/courses.shtml Financial Training -  http://www.finance.upenn.edu/ftd http://knowledgelink.upenn.edu http://www.finance.upenn.edu/treasurer/cashier/pettycash.shtml
Purchasing Card - http://www.finance.upenn.edu/ftd/courses.shtml Financial Training -  http://www.finance.upenn.edu/ftd http://knowledgelink.upenn.edu http://www.finance.upenn.edu/comptroller/forms
Space@Penn - http://www.finance.upenn.edu/ftd/courses.shtml Financial Training -  http://www.finance.upenn.edu/ftd http://knowledgelink.upenn.edu http://www.facilities.upenn.edu/getDone/space@p.php3
University of Pennsylvania
Business and Related Training and System Access Requirements
Other University Departments
What Training and/or Access is Needed? Responsible Department How Do I Register for This Training? Where to Find the Access Form on the Web?
BEN Deposits Treasurers Office - http://www.finance.upenn.edu/treasurer/ http://www.finance.upenn.edu/ftd/BEN_teaches.html http://www.finance.upenn.edu/comptroller/forms
Business Objects/Data Warehouse Information System & Computing (ISC) - http://www.upenn.e.du/computing/isc/index.html http://www.upenn.edu/computing/isc/training http://www.upenn.edu/computing/da/dw/forms.html
Computer Training ISC/Technology Training Services - http://www.upenn.edu/computing/isc/training http://www.upenn.edu/computing/isc/training N/A
Environmental Health and Radiation Safety Training Programs EHRS) Environmental Health and Radiation Safety - http://www.ehrs.upenn.edu http://www.ehrs.upenn.edu/training/index.html N/A
Learning & Education Training Human Resources - http://www.hr.upenn.edu/ http://www.hr.upenn.edu/training_coursecatalog/search_criteria.asp N/A
PennERA (Includes Human Subject Tracking, Lab Animals Tracking, Proposal Tracking, Proposal Development) Research Services - http://www.upenn.edu/researchservices/ http://knowledgelink.upenn.edu http://projet.pennera.upenn.edu/access_forms.asp
Regulatory Affairs - http://www.upenn.edu/regulatoryaffairs/
PennERS (Effort Reporting System) Research Services - http://www.upenn.edu/researchservices/ http://knowledgelink.upenn.edu Contact Bob McCann (mccannr@upenn.edu)
Hyperion Planning Budget & Management Analysis - http://www.budget.upenn.edu http://knowledgelink.upenn.edu http://www.finance.upenn.edu/forms/Planning_access_form.pdf
Request for Payment (C-368 Form) Accounts Payable - http://www.finance.upenn.edu/comptroller/accts_payable No Training Required http://www.finance.upenn.edu/comptroller/forms
http://www.finance.upenn.edu/comptroller/accts_payable/cform_info.shtml
SALINC (Salary Increase)  Human Resources - http://www.hr.upenn.edu/ http://www.hr.upenn.edu/compensation/salinc_livefiles/default.asp http://www.hr.upenn.edu/compensation/salinc_livefiles/default.asp
Transaction Authorization Card Comptroller's Office - http://www.finance.upenn.edu/comptroller/ No Training Required http://www.finance.upenn.edu/comptroller/forms/#Accounts_Payable
Travel Forms (C-1, C-1A, C-7, etc.) Travel Office - http://www.finance.upenn.edu/comptroller/travel/ No Training Required http://www.finance.upenn.edu/comptroller/forms