Finance Training Modules

Owned by Sandhya Panicker (Unlicensed)
Jun 02, 2021



Training Topic

Pre-Training

(Y/N)

Training Goal

Learning Objective

Mode of Training

(Self-guided, peer, or group)

Activity Duration

(hours)

Total Duration (hours)

Module 1

Y

Understand Supplier setup in Alma, be able to create/edit a supplier

Create a Supplier, Interpret Supplier information.

Group/record session for future reference

15 minutes, 0.25 hours

0.25

Module 2

Y

Searching invoices and work assignments

System navigation

Group/record session for future reference

30 minutes, 0.5 hours

0.50

Module 3

Y

Search titles for unlinked lines

System navigation

Group/record session for future reference

30 minutes, 0.5 hours

0.50

Module 4

Y

Create Monograph invoice

Create manual invoice for a monograph

Group/record session for future reference

30 minutes, 0.5 hours

0.50

Module 5

Y

Create Approval plan invoice

Creating invoice from the PO’s

Group/record session for future reference

30 minutes, 0.5 hours

0.50

Module 6

Y

Create Continuations/Subscription Invoices

Create invoice for a Standing Order

Create invoice for Subscription

Group/record session for future reference

30 minutes, 0.5 hours

0.50

Module 7

Y 

Standing orders

Subscriptions

Verify the check- in of STO

Verify updated subscription dates

 

 

 

Module 8

Y

Onbase training

Additional field requirements, accuracy stressed

Group/record session for future reference

15 min, .25 hours

0.25

Module 9

Y

Overview of changes to various invoice notations

Invoice notation notes, currency, country code

Group discussion, demo

15 min, .25 hours

0.25

Module 10

N

EDi

Understand how frequent, what they’re going to look like , 

Group informative session

30 minutes, 0.5 hours

0.50

Module 11

Y

Create Invoice for Physical Processing Fees

Create invoice with no Bib, and custom PO (non-PO/other service?)

Group/record session for future reference 

15 minutes, .25 hours

0.25

Module 12

Y

Deposit Payments

Create a deposit payment invoice to record titles against a deposit payment

Group/ record session for future reference

15 minutes, .25 hours

0.25

Module 13

Y

Recording Credit Card Payments

Create invoice that will not transfer to Peoplesoft

Group/record session for future reference

15 minutes, .25 hours

0.25 

Module 14

N

Overview of Auto Approval functions

Understand the impact of auto approve functions and its parameters




Evaluation

 

 

 

 

 

 

Estimated Total Hours

 

4.5