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Controller's Office

Training & Job Aids

For a listing of upcoming training classes offered by the Controller's Office, please visit our Upcoming Events Calendar.  

 

 

If you have any questions or concerns, please email QualityAssurance@admin.fsu.edu

 

General

Several job aids, including video tutorials, are available on the OMNI Training website.

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Offers guidence to determine if an expense would be considered allowable based on funding source.

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ePRF

A video tutorial showing the basic entry of an ePRF.

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A video tutorial related to special handling & address verification with ePRFs. 

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A video tutorial showing how to review and approve an ePRF.

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A video tutorial showing how to add approvers to the ePRF workflow.

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A video tutorial showing how to deny payment requests and add comments (with ePRF).

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If you have any questions or concerns, please email QualityAssurance@admin.fsu.edu

 

Course Materials for BTFA Classes

Introduces the OMNI system and covers topics such as ledgers, commitment control, chartfields, and the University's fiscal year. 

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Explains how different funds can be spent, introduces the concepts of "budget versus cash," and provides some examples of allowable expenditures.  

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Focuses on the use of different financial reporting tools available, including the official University ledgers, myFSU BI reports, and queries. 

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Covers the procedure of performing a reconciliation and where to find appropriate documentation. .

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General

A helpful guide that covers accounting basics.

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A guide that aids with interdepartmental transations and related topics.

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If you have any questions or concerns, please email QualityAssurance@admin.fsu.edu

 

Internal PO Entry & Management  -  Detailed Business Process Guides

Use this tutorial to understand how to estimate encumbrances for internal purchase orders. This training guide explains how to map purchasing category codes and expense accounts. 

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View this training guide to view step-by-step instructions on how to enter internal requisitions for the Office of Business Services' Copier Services. 

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View this training guide to view step-by-step instructions on how to enter internal requisitions for Parking & Transportation Services (such as event parking and departmental permits). 

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View this training guide to view step-by-step instructions on how to enter internal requisitions for FSU Postal Services (chargeslip mail for domestic/international mail, mail preparation, UPS/iShip, business reply, and returned mail). These PO's must follow certain conventions. 

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View this training guide to view step-by-step instructions on how to enter internal requisitions for FSU Card Services. 

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View this training guide to view step-by-step instructions on how to enter internal requisitions for the Office of Business Services' Warehouse Rental.

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View this training guide to view step-by-step instructions on how to review charges generated by the internal AR/Billing process.

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If you have any questions or concerns, please email QualityAssurance@admin.fsu.edu

 

General

 

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If you have any questions or concerns, please email QualityAssurance@admin.fsu.edu

 

General

Presentation for the Travel class,

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Several job aids, including video tutorials, are available on the OMNI Training website.

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New guide for T-Card users and proxies will be coming soon. 

In Development

Training Materials for 9.2 Financials Upgrade

 

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If you have any questions or concerns, please email QualityAssurance@admin.fsu.edu

 

General

 

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Several job aids, including video tutorials, are available on the OMNI Training website.

Link

 

If you have any questions or concerns, please email QualityAssurance@admin.fsu.edu

 

General

The resources available on this website will help you gain familiarity and confidence operating in myFSU Student Central.

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A number of online training tutorials and job aids are available for ongoing training & support.

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This section is dedicated to assisting users with learning the various software features used most often in campus sanctioned programs.  If you have any suggestions for new topics to include in this section, please contact QualityAssurance@admin.fsu.edu

 

In addition, if you have any questions or concerns, please email QualityAssurance@admin.fsu.edu

 

Controller's Office Training

This presentation offers information relating to FSU governance, software tips, IT security, and more.

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This presentation is from the 2014 training sessions of the Controller's office and includes information about CRM usage, Excel 2013 tips, encryption, desktop security, and other topics.

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Adobe Products

This video tutorial is designed to help Windows users create an electronic signature in Adobe Acrobat.

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This guide will assist users in redacting your pdf using Adobe Acrobat Pro. Redaction is the permanent censoring or obscuring of part of a text for legal or security purposes. Caution should be enacted to ensure no data is lost.

PDF Guide

This guide will assist users in encrypting your pdf with a personalized password using Adobe Acrobat Pro. Ensure all passwords are documented in a safe and secure manner before saving changes.

PDF Guide

This guide will assist users in applying text recognition to scanned PDF documents using Adobe Acrobat Pro.

PDF Guide

This guide will assist users in creating a dynamic stamp in Adobe Acrobat Pro.  A dynamic stamp is a stamp that includes additional specific information, such as user name and the date/time of application.

PDF Guide

Microsoft Products

This guide is designed for users to learn how to use the VLOOKUP Function in Excel.

PDF Guide

This guide should be referenced for individuals who would like to know how to use Microsofts built-in encryption to secure documents from unauthorized access.

PDF Guide

This guide will walk users through the process of disabling the new Clutter feature of Outlook 365.

PDF Guide

This guide should be referenced for individuals who would like to know how to use set up inbox rules in Office 365 to automatically sort incoming email. 

PDF Guide