Financial Training Department
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Financial Training Department
University of Pennsylvania
Suite 409A Franklin Building
3451 Walnut Street
Philadelphia, PA. 19104

Email: training@exchange.upenn.edu

Fax: (215) 573-6602

[ Description of Course Offerings ]

Chart of Accounts

Who Should Register: This course is intended for administrative and support staff of the University who are responsible for the financial management of their area as well as those who need to gain an understanding of the University's account numbering structure.

Prerequisite:

• Attendees must complete and bring to class the Chart of Accounts Web Expedition
• Attendees must print and bring the following course material(s) with them to class:
• BEN Financials Overview and Chart of Accounts User Guide
• RCM Fund Aggregations (Landscape)
• RCM Fund Usage (Landscape)
• RCM Object Code Aggregations
  

Access Form Requirements:    None

Course Description:    This workshop provides participants with a detailed explanation of the University's seven segment, twenty-six digit, Chart of Accounts (COA). Understanding the Chart of Accounts is the gateway for enabling users to initiate transactions as well as effectively analyze & manage their accounting activity. Users will learn:

• The general policies and procedures for COA usage
• The definition of each segment of the University's COA
• Examples of each segment and and account combination with an overview of 'funds checking'
• The foundation for Responsibility Center Management (RCM) at the University

There is also a short quiz included at the end of this training session.

Course Length:    Three hours

Delivery Method:    Instructor Led

Completion Requirements:

• Prerequisite
• Class attendance
• Quiz at the end of class

No Show Fee:    $50.00    (Click here for Cancellation and No Show Policy)

BEN Buys - Requisition Only

Who Should Register:    This course is intended for administrative and support staff of the University who are responsible for purchasing goods and services only for their area as well as those who need to gain an understanding of and access to the University's procurement system.

Prerequisite:

• Students have the option of bring the following course material(s) with them to class:
  • Requisitioner User Guide
    

Access Form Requirements:    BEN Financials Access Request Form

Course Description:    This training session is required to initiate on-line requests for goods and services through the Penn Marketplace. Users will learn:

• Procurement/disbursement policies and procedures
• How to effectively and efficiently select desired goods and services
• How to process receipts for items ordered over $5,000

Course Length:    Four hours

Delivery Method:    Instructor Led

Completion Requirements:

• Prerequisite
• Class attendance
• Review of class activities and workshops by the Trainer
• Completion of appropriate logon access form

No Show Fee:    $100.00    (Click here for Cancellation and No Show Policy)

BEN Buys - Purchase Order Manager

Who Should Register:    University administrative and support staff who need to create, manage, or approve the purchase of goods and services.

Prerequisite:

• Chart of Accounts
• Students must bring the following course material(s) with them to class:*
  • Requisitioner User Guide (optional)
  • PO Manager User Guide (optional)
    
  • PO Manager Workshops
  • Invoice Imaging User Guide (optional)
  • Invoice Imaging QRG (Landscape)
  • Invoice Imaging Workshops
    

Access Form Requirements:     BEN Financials Access Request Form

Course Description:    This training session is required to procure goods and services at the University through the Penn Marketplace, approve requisitions, and manage purchase orders. Users will learn:

• Policies and procedures
• How to manage purchases: Initial requisition through final payment
• How to process receipts for items ordered over $5,000
• How to how to relieve PO invoice 'holds'

Course Length:    Five half days

Delivery Method:    Instructor Led

Completion Requirements:

• Prerequisite
• Class attendance
• Trainer review of class activities and workshops
• Quiz at the end of class
• Completion of appropriate logon access form

No Show Fee:    $500.00    (Click here for Cancellation and No Show Policy)

BEN Pays - Invoice Inquiry

Who Should Register:    This course is intended for administrative and support staff of the University who only require access to BEN Financials for researching invoices, payments, and supplier information who do not require full BEN Buys-PO Manager access.

Prerequisite:

• Students have the option of bringing the following course material(s) with them to class:
  • Invoice Inquiry User Guide
    

Access Form Requirements:    BEN Financials Access Request Form

Course Description:    Please note:  The content of this course is included in the BEN Buys - PO Manager course.  Invoice Inquiry is intended for individuals who do not require full BEN Buys - PO Manager access, but only need access to perform inquiries on payments and view invoices. Users will learn:

• How to navigate within the Invoice Inquiry responsibility
• An overview of Purchase Order process from requisition to invoice payment
• Techniques for researching invoice payments including the check number and determining if/when the check has been cashed
• How to view and print invoices
• How to look up Supplier information

Course Length:    One and one-half hour

Delivery Method:    Instructor Led

Completion Requirements:

• Class attendance
• Review of class activities and workshops by the Trainer
• Completion of appropriate logon access form

No Show Fee:    $100.00    (Click here for Cancellation and No Show Policy)

BEN Balances - GL Inquiry and Reporting

Who Should Register: This course is intended for administrative and support staff of the University who are responsible for the financial management of their area as well as those who need to gain an understanding of and access to the University's inquiry and reporting system.

Prerequisite:

• Chart of Accounts
• Students must bring the following course material(s) with them to class:
  • Navigation User Guide (optional)
  • General Ledger Inquiry User Guide (optional)
  • General Ledger Reporting User Guide (optional)
  • General Ledger Workshops and Reports
  • General Ledger Reporting QRG-All (Landscape)
    

Access Form Requirements: BEN Financials Access Request Form

Course Description: This workshop teaches participants the basic inquiry and reporting processes required to analyze and manage financial accounting activity at Penn. Users will learn:

• The University's business processes and financial policies
• Financial functions, such as determining funds available, and the various ways to perform an inquiry on account balances and individual transactions
• How to run standard BEN Balances reports

Course Length: Eight hours over two half days

Delivery Method: Instructor Led

Completion Requirements:

• Prerequisite
• Class attendance
• Review of class activities and workshops by the Trainer
• Completion of appropriate logon access form

No Show Fee: $200.00 (Click here for Cancellation and No Show Policy)

BEN Balances - Manual Journal Entry (MJE)

Who Should Register:    This course is intended for administrative and support staff of the University who are responsible for the financial management of their area as well as those who need to gain an understanding of and access to the University's manual journal entry screens.

Prerequisite:

• Chart of Accounts
• BEN Balances - GL Inquiry and Reporting
• Students must bring the following course material(s) with them to class:
  • Manual Journal Entry Guide (optional)
  • Manual Journal Entry Workshops and Reports
  • Manual Journal Entry QRG (Landscape)
    

Access Form Requirements:    BEN Financials Access Request Form

Course Description:    In this training session users will learn:

• Policies and procedures for the journal entry process
• How to enter a manual journal entry for the following:
  • Transferring a cost
  • Correcting an error
  • Redistributing Purchasing Card transactions
  • Clearing suspense transactions

Course Length:    Four hours

Delivery Method:    Instructor Led

Completion Requirements:

• Prerequisite
• Class attendance
• Review of class activities and workshops by the Trainer
• Completion of appropriate logon access form

No Show Fee:    $100.00     (Click here for Cancellation and No Show Policy)

BEN Balances Grant & Contract (G&C) Cost Transfers Curriculum (2 Parts)

Who Should Register:    This course is for Journal Entry - General users who are required to process Grant & Contract cost transfers.

Curriculum Prerequisite:    

• BEN Balances - Manual Journal Entry

Access Form Requirements:    BEN Financials Access Request Form

Curriculum Description:    The BEN Balances Grant & Conract Cost Transfers Curriculum consists of two courses: G&C Cost Transfers Knowledge Building and G&C Cost Transfers Application Training. These two courses are described below.

Curriculum Length:    Self-paced

Delivery Method:   Web Based

Curriculum Completion Requirements:

• Each part of the G&C Cost Transfers Curriculum must be completed successfully
• G&C Cost Transfers Knowledge Building (Part 1) must be completed as a prerequisite for G&C Cost Transfers Application Training (Part 2)
• Completion requirements for each part of the G&C Cost Transfers Curriculum are described below
  

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

BEN Balances - Journal Entry - G&C Cost Transfers Knowledge Building (Part 1 of 2)

Who Should Register:    This course is for Journal Entry - General users who are required to process Grant & Contract cost transfers.

Prerequisite:

• BEN Balances - Manual Journal Entry

Access Form Requirements:    BEN Financials Access Request Form

Course Description:   Knowledge Building includes an overview of the Journal Entry Grant and Contract Cost Transfer (Journal Entry - G&C Cost Transfers) responsibility, training requirement for user access, and information regarding the policies for performing cost transfers.

Course Length:    Self-paced

Delivery Method:    Web Based

Completion Requirements:

• Prerequisite
• Review of slide presentation
• Quiz at the end of slides - passing grade 100%

No Show Fee:   N/A     (Click here for Cancellation and No Show Policy)

BEN Balances - Journal Entry - G&C Cost Transfers Application Training (Part 2 of 2)

Who Should Register:    This course is for Journal Entry - General users who are required to process Grant & Contract cost transfers.

Prerequisite:

• BEN Balances - Manual Journal Entry

Access Form Requirements:    BEN Financials Access Request Form

Course Description:   Application training includes a demonstration of two new categories under the Journal Entry - G&C Cost Transfers responsibility, 15 G&C UN90 and 16 G&C OV90, which are to be used for processing all journal entries for sponsored project cost transfers.

Course Length:    Self-paced

Delivery Method:    Web Based

Completion Requirements:

• Prerequisite
• Review of slide presentation
• Quiz at the end of slides - passing grade 100%
• Completion of appropriate logon access form

No Show Fee:   N/A     (Click here for Cancellation and No Show Policy)

BEN Balances - Budget Journal Entry (BJE)

Who Should Register:    This course is intended for administrative and support staff of the University who are responsible for the financial management of their area as well as those who need to gain an understanding of and access to the University's inquiry and reporting system.

Prerequisite:

• BEN Balances - GL Inquiry and Reporting
• Students must bring the following course material(s) with them to class:
  • Budget Journal Entry User Guide (optional)
  • Budget Journal Entry Workshops and Reports
  • Budget Journal Entry QRG (Landscape)
    

Access Form Requirements:    BEN Financials Access Request Form

Course Description:    In this training session users will learn:

• Policies and procedures for the budget journal entry process
• The various categories of budget journals and how to enter each type, for example:
  • New budget
  • Budget increase
  • Budget decrease
  • Budget reallocation
• How budgeting effects the Responsibility Center Management (RCM) model

Course Length:    Three hours

Delivery Method:    Instructor Led

Completion Requirements:

• Prerequisite
• Class attendance
• Review of class activities and workshops by the Trainer
• Completion of appropriate logon access form

No Show Fee:     $100.00     (Click here for Cancellation and No Show Policy)

BEN Balances - Freeze Grant (FG)

Who Should Register:    This course is intended for administrative and support staff of the University who are responsible for the financial management of their area as well as those who need to gain an understanding of and access to the University's freeze grant screens.

Prerequisite:

• BEN Balances - GL Inquiry and Reporting
• Students must print and bring the following course material(s) with them to class:
• Freeze Grant User Guide (optional)
• Freeze Grant Workshops
• Freeze Grant QRG (Landscape)
  

Access Form Requirements:    BEN Financials Access Request Form

Course Description:    This session is for end users with job responsibilities relating to grants and contracts, who would like the ability to freeze and/or unfreeze grants. Users will learn:

• Policies and procedures for the freeze/unfreeze grant process
• How to freeze and unfreeze grant accounts during the adjustment period

Course Length:    One hour

Delivery Method:    Instructor Led

Completion Requirements:

• Prerequisite
• Class attendance
• Review of class activities and workshops by the Trainer
• Completion of appropriate logon access form

No Show Fee:    $100.00    (Click here for Cancellation and No Show Policy)

BEN Assets Knowledge Building (Part 1 of 2)

Who Should Register:    BEN Assets Knowledge Building is a web based course intended for individuals identified by their Senior Business Officer as the Senior Asset Administrator or the Asset Administrator and require access to the BEN Asset System.

Prerequisite:    There are no prerequisites for this program, however the following copy of this presentation is available for off-line review.

• BEN Assets Knowledge Building

Access Form Requirements:    BEN Financials Access Request Form

Course Description:    Knowledge Building includes an overview of the BEN Asset policies and procedures as well as a review of the roles and responsibilities of the Property Management Group, Senior Asset Administrator, Asset Administrator, Custodian ,Tagging Contact and Buyer. Other topics covered include:

• Lifecyle of an Asset:
  • Acquisition
  • Verification & Tagging
  • Retirement Process

Also included will be information on how to access BEN Reports for BEN Assets.

Course Length:    Self-paced

Delivery Method:    Web Based

Completion Requirements:

• Review of slide presentation
• Quiz at the end of slides - passing grade 100%

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

BEN Assets Application Training (Part 2of 2)

Who Should Register:    BEN Assets Application Training is an instuctor led course intended for individuals identified by their Senior Business Officer as the Senior Asset Administrator or the Asset Administrator and require access to the BEN Asset System.

Prerequisite:    

• BEN Assets Knowledge Building
• Students must print and bring the following course material(s) with them to class.
  • BEN Assets User Guide (optional)
  • BEN Assets Handouts
    

Access Form Requirements:    BEN Financials Access Request Form

Course Description:    BEN Assets Application Training includes a review of the BEN Asset policies and procedures as well as a review of the roles and responsibilities of the Property Management Group, Senior Asset Administrator, Asset Administrator, Custodian ,Tagging Contact and Buyer. Other topics covered as well as hands-on activities related to BEN Assets features include:

• Lifecyle of an Asset:
  • Acquisition
  • Verification & Tagging
  • Maintenance such as Location, Custodian & Tagging Contact changes
  • Retirement Proces

Also included will be a demo on how to access BEN Reports for BEN Assets.

Course Length:    Three and one-half hours

Delivery Method:    Instructor Led

Completion Requirements:

• Prerequisite
• Class attendance
• Review of Class activities and workshops by the Trainer
• Completion of appropriate logon access form

No Show Fee:    $150    (Click here for Cancellation and No Show Policy)

BEN Deposits Curriculum (2 Parts)

Who Should Register:    This course is intended for administrative and support staff of the University who are responsible for making deposits for their area as well as those who need to gain an understanding of and access to the University's BEN Deposits system.

Curriculum Prerequisite:    None

Access Form Requirements:    BEN Deposits Access Request Form

Curriculum Description:    The BEN Deposits Curriculum consists of two courses: BEN Deposits Knowledge Building and BEN Deposits Application Training. These two courses are described below.

Curriculum Length:    Self-paced

Delivery Method:   Web Based

Curriculum Completion Requirements:

• Each part of the BEN Deposits Curriculum must be completed successfully
• BEN Deposits Knowledge Building (Part 1) must be completed as a prerequisite for BEN Deposits Application Training (Part 2)
• Completion requirements for each part of the BEN Deposits Curriculum are described below
  

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

BEN Deposits Knowledge Building (Part 1 of 2)

Course Prerequisite:    None

Course Description:    Knowledge Building includes an overview of the BEN Deposits policies and procedures as well as a review of the deposit process and receipts relating to deposits. Other topics covered include:

• Depositing Guidelines:
  • Cash
  • Checks & Money Orders
  • Foreign Checks
  • Reimbursements
  • Cash & Check Gifts

Also included will be information on how to access BEN Deposits.

Course Completion Requirements:

• Review of slide presentation
• Quiz at the end of slides - passing grade 100%

BEN Deposits Application Training (Part 2of 2)

Course Prerequisite:    BEN Deposits Knowledge Building (Part 1 of 2)

Course Description:    This web based application training is designed to show users how to enter and update cash and/or check deposits. User will learn:

• University business policies related to cash management and depositing
• Examples of how to perform an inquiry on deposit information

Course Completion Requirements:

• Completion of BEN Deposits Knowledge Building as a prerequisite
• Completion of workshop quizzes - passing grade of 100%
• Completion of BEN Deposits Access Request Form

Operating Gifts and Endowments

Who Should Register:    This program is intended for administrative and other support staff at the University who manage endowment (4xxxxx) and operating gift (6xxxxxx) accounts.

It is recommended that the student have been at the University for at least 6 months and has taken a prior BEN Financials training program.

Prerequisite:

• It is recommended that the student have been at the University for at least 6 months and has taken a prior BEN Financials training course.
• Students must PRINT and READ thru entirely prior to attending class, as well as bring the following course material(s) with them to class:
  
  
  • Operating Gift Funds
  • Endowment Funds User Guide
  • Gift and Endowment Fund Reports
    

Access Form Requirements:    None

Course Description:    This presentation is designed to cover all aspects of managing operating gift & endowment accounts. Users will learn:

• The definition of a gift, definition of an endowment, comparing and contrasting both
An overview of the gift process
The gift agreement and creation of a fund
Information regarding trust sheets and fund attributes
Receiving & recording gift revenue
Budgeting of gift & endowment accounts
Monitoring income & expense activity
How to read reports generated for gifts and endowments

Course Length:    Two hours

Delivery Method:    Discussion

Completion Requirements:

• Class attendance

No Show Fee:    $50.00    (Click here for Cancellation and No Show Policy)

Payroll/Personnel System

Who Should Register: This course is intended for administrative and support staff responsible for originating or updating payroll data for their area as well as those who need to gain an understanding of and access to the PennWorks/Payroll/Personnel System.

Prerequisite:

• Chart of Accounts
• Users must complete and bring to class the HR/Payroll/PennWorks Web Expedition
• Students have the option of bringing the following course material(s) with them to class:
  • Sections 1-4 of the HR/Payroll/PennWorks User Guide
    

Access Form Requirements: Request for Administrative Mainframe LOGON ID

Course Description: This training provides participants with a basic understanding of the Human Resouces and Payroll policies and procedures as related to entries, edits, and updates in the PennWorks/Payroll/Personnel System

Course Length: Five half days

Delivery Method: Instructor Led

Completion Requirements:

• Prerequisite
• Class attendance
• Review of class activities and workshops by the Trainer
• PennWorks and Time Reporting Quizzes
• Completion of appropriate logon access form
• For Medical and Dental Schools Only! Attendance of Payroll/Personnel System - CPUP Only training

No Show Fee: $500.00 (Click here for Cancellation and No Show Policy)

Payroll/Personnel System - CPUP Only

Prerequisite:

• Payroll/Personnel System
  

Access Form Requirements:    None

Course Description:    This training session is for all personnel involved in processing payroll for a Standing Faculty member, who is a Clinician-Educator or a Health System Physician/Clinician compensated for services at the University of Pennsylvania and either the University of Pennsylvania Health System or Children's Hospital. Users will learn:

• A review of the processes and procedures for identifying and paying this type of individual through the University's Payroll/Personnel System
• How to make a variety of payments to CPUP employees including 'variable pay' (CVP) and 'administrative stipends' (CST)

Course Length:    One Hour

Delivery Method:    Instructor Led

Completion Requirements:

• Prerequisite
• Class attendance

No Show Fee:    $50.00    (Click here for Cancellation and No Show Policy)

Additional Pay for Submitters Curriculum (2 Parts)

Who Should Register:    This two-course curriculum is intended for administrative and support staff of the University who are responsible for the creation and management of additional pay requests.

Curriculum Prerequisite:    None

Access Form Requirements:     Request for Administrative Mainframe LOGON ID

Curriculum Description:    The Additional Pay curriculum consists of two courses:

• PennWorks Additional Pay Knowledge Building for Submitters (Part 1 of 2)
• PennWorks Additional Pay Application Training for Submitters (Part 2 of 2)
  

These two courses are described under their respective course names.

Curriculum Length:    Self-paced

Delivery Method:   Web Based

Curriculum Completion Requirements:

• Each part of the Additional Pay for Submitters Curriculum must be completed successfully
• Additional Pay for Submitters Knowledge Building (Part 1) must be completed as a prerequisite for Additional Pay for Submitters Application Training (Part 2)
• Completion requirements for each part of the Additional Pay for Submitters Curriculum are under their respective course names
  

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

Additional Pay for Submitters Knowledge Building (Part 1 of 2)

Prerequisite: None

Note: This course is Part 1 of 3 if you are an Approver - See Additional Pay for Approvers Curriculum

Course Description:    PennWorks Additional Pay Knowledge Building for Submitters includes information to provide an understanding of the following:

• Additional Pay purpose and concepts
• Additional Pay policies and business process
• The role of the Submitter in the creation and management of Additional Pay requests
• Access and training requirements

Completion Requirements:

• Review of slide presentation
• Quiz at the end of slides - passing grade 100%

No Show Fee:    N/A   (Click here for Cancellation and No Show Policy)

Additional Pay for Submitters Application Training (Part 2of 2)

Prerequisite: Additional Pay for Submitters Knowledge Building

Note: This course is Part 2 of 3 if you are an Approver - see Additional Pay for Approvers Curriculum

Course Description:    PennWorks Additional Pay Application Training for Submitters includes information to provide an understanding of the following:

• How to use PennWorks to create and manage Additional Pay Requests
• How Additional Pay concepts, policies and business processes inform your use of the PennWorks Additional Pay application
• How to follow an Additional Pay Request through the approval process in PennWorks
• Access and training requirements

Completion Requirements:

• Review of slide presentation
• Quiz at the end of slides - passing grade 100%

Completion of appropriate logon access form

No Show Fee:    N/A   (Click here for Cancellation and No Show Policy)

Additional Pay for Approvers Curriculum (3 Parts)

Who Should Register:    This three-course curriculum is intended for administrative and support staff of the University who are responsible for the approval and management of additional pay requests.

Curriculum Prerequisite:    None

Access Form Requirements:     Request for Administrative Mainframe LOGON ID

Curriculum Description:    The Additional Pay curriculum consists of two courses:

• PennWorks Additional Pay Knowledge Building for Submitters (Part 1 of 3)
• PennWorks Additional Pay Application Training for Submitters (Part 2 of 3)
• PennWorks Additional Pay for Approvers (Part 3 of 3)
  

These three courses are described under their respective course names.

Curriculum Length:    Self-paced

Delivery Method:   Web Based

Curriculum Completion Requirements:

• Each part of the Additional Pay for Approvers Curriculum must be completed successfully
• Additional Pay for Submitters Knowledge Building (Part 1) and Additional Pay for Submitters Application Training (Part 2) must be completed as a prerequisite
• Completion requirements for each part of the Additional Pay for Approver Curriculum are under their respective course names
  

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

Additional Pay for Approvers (Part 3 of 3)

Prerequisite:

• Additional Pay for Submitters Knowledge Building (Part 1 of 3)
• Additional Pay for Submitters Application Training (Part 2 of 3)

Course Description:    PennWorks Additional Pay for Approvers includes information to provide an understanding of the following:

• PennWorks Additional Pay approval concepts and requirements
• Additional Pay approval roles and responsibilities
• How to approve or reject an Additional Pay Request via PennWorks
• Access and training requirements

Completion Requirements:

• Review of slide presentation
• Quiz at the end of slides - passing grade 100%
• Completion of appropriate logon access form

No Show Fee:    N/A   (Click here for Cancellation and No Show Policy)

Petty Cash

Who Should Register:    This course is intended for administrative and support staff of the University who are responsible for distributing and managing petty cash for their area as well as those who need to gain an understanding of the policies and procedures associated with petty cash.

Prerequisite:    None

Access Form Requirements:    Petty Cash Custodian Responsibility Form

Course Description:    The slide presentation and quiz are designed to familiarize users with the policies and procedures related to the establishment, maintenance and replenishment of petty cash. User will learn:

• What and how petty cash funds are to be used and not to be used
• Who is the Custodian and what are his/her duties
• How to create, change and/or close a petty cash funds
• Audit and internal control features/requirements

Course Length:    Self-paced

Delivery Method:    Web Based

Completion Requirements:

• Completion and approval of Petty Cash Custodian Responsibility Form
• Review of slide presentation
• Quiz at the end of slides
• Completion of appropriate logon access form

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

Purchasing Card

Who Should Register:    This course is intended for all individuals who:

• Will make purchases behalf of the University using a Purchasing Card, or
• will be required to access PaymentNet (the online Purchasing Card Management System) for financial, reporting, or auditing purposes.

Prerequisite:    All users should review the following information prior to taking this training:

• University Policy #2303: Use of a MasterCard Purchasing Card

Access Form Requirements:      Purchasing Card Application Package

Note: Existing Purchasing Card users (prior to 05/31/07) do not need to complete a new application package

Course Description:    This course provides an overview for the University's Purchasing Card program, including:

• A brief overview of authorized buying tools at Penn
• A review of University Purchasing Card Policies and Procedures
• An explanation of the roles and responsibilities associated with this program
• Additional information and resources to ensure the appropriate use of the Purchasing Card

Course Length:    Self-paced (approx 30 minutes)

Delivery Method:    Web Based

Completion Requirements:

• Individuals must successfully complete the Purchasing Card Knowledge Building to retain/obtain Purchasing Card privileges
• New users need to complete and submit the University Purchasing Card Application Package prior to receiving a Card or gaining access to PaymentNet
• Completion of appropriate form(s)

No Show Fee:    $50.00    (Click here for Cancellation and No Show Policy)

Space@Penn Curriculum (2 Parts)

Who Should Register:    This web based course is intended for administrative and other support staff at the University who are responsible for managing space usage within their area(s) as well as those who need to gain an understanding of the Space@Penn Web Updater application.

Curriculum Prerequisite:    None

Access Form Requirements:

• Space@Penn Web Updater
• Data Access Request Form: Space@Penn

Curriculum Description:    The Space@Penn Curriculum consists of two courses:

• Space@Penn Knowledge Building
• Space@Penn Application Training

These two courses are described under their respective course names.

Curriculum Length:    Self-paced

Delivery Method:   Web Based

Curriculum Completion Requirements:

• Each part of the Space@Penn Curriculum must be completed successfully
• Space@Penn Knowledge Building (Part 1) must be completed as a prerequisite for Space@Penn Application Training (Part 2)
• Completion requirements for each part of the Space@Penn Curriculum are described below
  

No Show Fee:    N/A    (Click here for Cancellation and No Show Policy)

Space@Penn Knowledge Building (Part 1 of 2)

Prerequisite: None

Course Description:    Knowledge Building includes an overview of the Space@Penn components, which include:

• Facilities Center
• The Web Updater
• Data Warehouse Reports
  

Completion Requirements:

• Review of slide presentation
• Quiz at the end of slides - passing grade 100%

No Show Fee:    N/A   (Click here for Cancellation and No Show Policy)

Space@Penn Application Training (Part 2 of 2)

Prerequisite: SpacePenn Knowledge Building (Part 1 of 2)

Course Description:    This web based application training is designed to show users how to update Space@Penn using the Web Updater. User will learn:

• What reference and supporting documents are needed prior to updating Space@Penn
• Navigational techniques of the Space@Penn Web updater application
• How to inquire, edit, and maintain room functional usage data

Completion Requirements:

• Prerequisite
• Quiz at the end of slides - passing grade 100%
• Completion of appropriate logon access form

No Show Fee:    N/A   (Click here for Cancellation and No Show Policy)

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