Financial Management Training

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New and Updated Materials

Updated manuals include a change summary cover sheet.

Updated Adjust Entire Bill Job Aid (5-16-12)
Updated Purchasing from U-Stores Checklist Job Aid (5-8-12)
Updated Procurement Process Overview Job Aid (5-3-12)
Updated Create Bills Manual (4-26-12)
New CPS Change Orders and Amendments Job Aid (4-23-12)
Updated Create Requisitions Manual (4-20-12)
Updated CPS Checklist (4-20-12)

Course and Assessment Resources

How to Access Online Courses and Assessments

Navigate to the My U Portal (www.myu.umn.edu).
Click on the My Courses and Teaching tab.
Courses and assessments will appear under your Active training list.

Classroom Resources

Accessing the Financial System

If you need access to the reporting or production instance of the financial system, a signed Access Request Form (ARF) must be submitted to Financial Systems Support. The Controller's Office will then forward the form to the Office of Information Technology which will issue an M Key, configure access profiles, and notify the requester once access has been granted.

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