Finance Training Modules
- Sandhya Panicker (Unlicensed)
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 |
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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 |
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Estimated Total Hours |
| 4.5 | ||||