Finance Training course timetable
Wednesday 27 April 2022
09:30 |
This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions. |
10:00 |
This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
In this course we will not access the Grants module in CUFS. The course material will be split across 2 webinars on consecutive days |
Thursday 28 April 2022
09:30 |
This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions. |
10:00 |
This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
In this course we will not access the Grants module in CUFS. The course material will be split across 2 webinars on consecutive days |
Friday 29 April 2022
14:00 |
The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise. |
Wednesday 4 May 2022
09:30 |
This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals. It is run as two webinars with some pre-course reading Webinar 1: For everyone Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest If none of the dates are suitable then there are two on-demand packages which can be completed instead. Chart of Accounts and Account Enquiry https://www.vle.cam.ac.uk/course/view.php?id=202072 Journals https://www.vle.cam.ac.uk/course/view.php?id=202131 |
Thursday 5 May 2022
09:30 |
This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals. It is run as two webinars with some pre-course reading Webinar 1: For everyone Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest If none of the dates are suitable then there are two on-demand packages which can be completed instead. Chart of Accounts and Account Enquiry https://www.vle.cam.ac.uk/course/view.php?id=202072 Journals https://www.vle.cam.ac.uk/course/view.php?id=202131 |
Tuesday 10 May 2022
09:30 |
The session will look at more advanced formulas and macros using the recorder and VBA tools. The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data. Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps. The session will run on Teams and delegates must be able to access Excel during the session |
11:30 |
This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim. After you have booked the slot you will receive the Teams meeting link via email |
11:50 |
This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim. After you have booked the slot you will receive the Teams meeting link via email |
12:10 |
This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim. After you have booked the slot you will receive the Teams meeting link via email |
Wednesday 11 May 2022
10:00 |
This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports. The course material will be split over 2 webinars on consecutive days |
Thursday 12 May 2022
10:00 |
This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports. The course material will be split over 2 webinars on consecutive days |
Tuesday 17 May 2022
14:00 |
This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim. After you have booked the slot you will receive the Teams meeting link via email |
14:20 |
This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim. After you have booked the slot you will receive the Teams meeting link via email |
14:40 |
This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim. After you have booked the slot you will receive the Teams meeting link via email |
Wednesday 18 May 2022
10:00 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
Thursday 19 May 2022
10:00 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
14:00 |
The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise. |
Tuesday 24 May 2022
10:00 |
This session covers the theory and practice of budgeting, how budgets are set in the University, general considerations when setting budgets, how to interpret budget reports and understand the causes of overspends (and underspends) against budgets. Note: This session does not cover the detailed budgeting and rules relating to individual research grants. |
Wednesday 25 May 2022
10:00 |
Virtual - Cognos Introduction
Finished
Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material. |
Thursday 26 May 2022
10:00 |
Virtual - Cognos Introduction
Finished
Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material. |
Monday 6 June 2022
12:00 |
This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim. After you have booked the slot you will receive the Teams meeting link via email |
12:20 |
This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim. After you have booked the slot you will receive the Teams meeting link via email |
12:40 |
This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim. After you have booked the slot you will receive the Teams meeting link via email |