Approvals
This class covers how to complete on-line approvals in IRIS for both financial transactions and time entry. There are no prerequisites for this class. Prerequisite: None.
Course Number Dates, Days
Time Location
50136271
Feb 28, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136272
Mar 29, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136273
Apr 26, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136274
May 24, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136275
Jun 28, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Asset Management Overview
Prerequisites: Valid production user ID, IRIS Overview. This class covers the creation and maintenance of asset records, the handling of senstive minor equipment, and the running of equipment inventory and other asset reports. This class will also cover navigation between asset records and other IRIS records, such as requisitions and purchase orders. You MUST have a valid user ID for the IRIS production system AND know your cost center to participate in this class.
Course Number Dates, Days
Time Location
50136276
Feb 15, W 8:30-11:30 150 CONFERENCE CENTER BUILDING
50136277
Apr 18, W 8:30-11:30 150 CONFERENCE CENTER BUILDING
50136303
Jun 20, W 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Basic Financial Concepts
Prerequisite: IRIS Overview. This class provides a foundation of IRIS financial information that will be beneficial before proceeding to other IRIS financial classes. Basic financial organizational and master data concepts will be covered, as well as other financial terms and concepts. An overview of IRIS financial modules and basic types of financial transactions will be provided as well. You MUST have a valid user ID for the IRIS Production system AND know your responsible cost center to participate in this class. It is RECOMMENDED that you complete this class before taking additional IRIS financial courses.
Course Number Dates, Days
Time Location
50141986
Feb 14, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50141987
Mar 6, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50141988
Apr 5, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50141989
May 8, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50141990
Jun 5, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Basic Reporting for Human Resources
Prerequisite: Valid User ID, one month’s experience using IRIS
This class is an introduction to basic human resources reporting for those who are new to reporting in the IRIS system. It covers how to run, print, and download HR data, as well as how to save selection criteria and save a custom layout. Topics covered include reporting on employee data, position data, time entry data, absence quotas and the payroll distribution report.
You MUST have a valid user ID for the IRIS Production system AND know your responsible cost center to participate in this class. Also, to get the greatest benefit from the class, you should wait to take the class until you have had at least a month’s experience using the IRIS system.
Course Number Dates, Days
Time Location
50136304
Feb 21, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50136305
May 17, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Cash Deposits
This class covers how to enter bank deposit information in IRIS. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50136306
Feb 16, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136307
Apr 19, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136308
May 17, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Contract Management
This class is an introduction to the IRIS Contract Management System. Topics covered include entering contracts, entering contract amendments, generating the Contract Review Form, and searching for previously entered contracts. To get the greatest benefit from class, you must have a basic understanding of UT Contract Fiscal Policy, familiarity with the vendor transactions in IRIS, and familiarity with the Non-Competitive Justification transaction. Please note, however, that class will only focus on the Contract Management System and Fiscal Policy will not be discussed. Required prerequisite: IRIS Overview; Recommended prerequisites: Invoices, Non-Competitive Justification.
Course Number Dates, Days
Time Location
50136311
May 24, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Document Tracking
Now an all-day class! This class covers how to track all types of documents in IRIS, including requisitions, purchase orders, parked documents, posted documents, workflow documents, rejected documents, budget revisions, and time entries. You MUST have your own IRIS user ID and password to participate in this class. Also, you must have been an IRIS user for at least ONE MONTH. To get the greatest benefit from the class, you should bring several of your own document numbers with you, including a requisition number. Prerequisites: Valid User ID, one month’s experience using IRIS.
Course Number Dates, Days
Time Location
50136313
Mar 21, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
50136314
May 9, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
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Funds Reservations
This is a class which covers how to interpret funds reservations on reports and how to use funds reservations to help manage the balances of WBS elements and cost centers. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50136317
Apr 17, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Human Resources Transactions
This class covers how to use the HR “e-forms” for personnel actions such as Termination, Personnel, and Additional and Recurring Pay requests in IRIS for both biweekly and monthly employees. Additional transactions are available for Create/Change Position, and Hire/Rehire Friend and Pending Employee. These electronic transactions are significantly shortening the amount of time that it takes to go from "filling out the form" until final entry into the employee's personnel record. In many cases these transactions are completing the approval process through final entry in only one day. Information on the use of the “e-form” for Guest Travelers is handled in the IRIS Travel class. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50136319
Mar 15, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50136323
May 10, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Internal Transfers
This class covers entering internal transfers (formerly known as transfer vouchers) in IRIS. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50136326
Mar 13, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136327
May 15, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Invoices
This class covers entering invoice (FB60 and MIR7) and credit memo information in IRIS. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50136354
Feb 14, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136355
Mar 14, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136356
Apr 11, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136357
May 8, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136358
Jun 13, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Non-Competitive Justification
This class covers completion of the Non-competitive Justification (NCJ) required for requisitions and contracts with a sole-source supplier when competitive negotiation methods are not feasible or practical. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50136360
Apr 26, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Overview of IRIS
This class is for those who are new to IRIS. It includes an introduction to the IRIS training materials and instructions on how to navigate in the system and how to search for and display information. It does not teach specific IRIS transactions but provides the user with the skills needed when beginning to use IRIS and for taking other IRIS courses. The Overview is the prerequisite to all other regularly-scheduled IRIS classes (except the Approvals class). Prerequisite: None.
Course Number Dates, Days
Time Location
50136363
Mar 1, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50136364
Apr 3, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50136365
May 1, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50136366
Jun 5, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Payroll Encumbrances
This class covers how to interpret the reports and manage the encumbrances of your WBS elements. Prerequisites: IRIS Overview.
Course Number Dates, Days
Time Location
50136367
Feb 22, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Procurement Cards
This class covers how to reconcile the monthly procurement card statements in IRIS. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50136369
Mar 8, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50136370
May 3, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Purchasing
This class covers how to complete purchase requisitions in IRIS. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50136372
Feb 9, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136374
Mar 8, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136377
Apr 12, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136403
May 3, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136405
Jun 7, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Time Entry
This class covers how to enter absence and attendance information in IRIS for both biweekly and monthly employees. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50136453
Mar 1, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136027
Apr 3, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136454
May 1, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136455
Jun 12, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Travel
This class is an introduction to the IRIS Travel System. It is a full-day class with instruction in the morning and lab exercises in the afternoon. The morning segment covers how to enter Travel Requests (authorizations) and Travel Expense Reports (reimbursement requests) in IRIS. The topics to be covered include initial settings in IRIS for using the TRIP transaction; entering a basic Travel Request and Travel Expense Report; adding comments, additional destinations, and alternative cost assignments; and information on how to handle expense per diems and individual expense receipt types, and how to complete travel documents for guest travelers and group travel. The session also includes instruction on how to resubmit a revised Travel Expense Report, handle a rejected or adjusted Travel Expense Report, find out the status of the reimbursement payment, and request a personnel number for a guest traveler. The morning segment will be hands-on with the students following along with the instructor. Afternoon time will allow for additional hands-on experience with class exercises and examples of specific travel issues. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50136458
Mar 7, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
50136459
Apr 4, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
50136460
May 2, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
50136461
Jun 6, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
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Using Reports to Manage Your Funds
This class builds upon the foundation begun in the “Departmental Ledger Reconciliation” class but whereas the Ledgers class covers reporting for audit compliance, this class covers reporting to analyze, track, and manage your funds. Among the reports that it covers are the Budget Control System reports (ZFM_BCS001 and others), actuals line item reports (FMRP_RFFMEP1AX – All Postings, FMRP_RFFMEP1FX – FI Postings), and reports for viewing fund attributes (for example, Z_FM_ZFMFINCOD). You MUST have a valid user ID for the IRIS Production system AND know your cost center or WBS element number to participate in this class. Also, to get the greatest benefit from the class, you should wait to take the class until you have had at least a month's experience using the IRIS system. Prerequisites: IRIS Overview, Valid User ID, one month’s experience using IRIS.
Course Number Dates, Days
Time Location
50136462
Feb 9, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50136463
Apr 12, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50136464
Jun 7, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Using Reports to Manage Your WBS Elements
This class builds upon the information from the “Using Reports to Manage Your Funds” class and goes into more detail on reports specific to WBS elements. Transactions covered include the WBS Project Builder (CJ20N), which provides master data information on the WBS element, and various other reports specific to WBS elements. You MUST have a valid user ID for the IRIS Production system AND know your WBS element number to participate in this class. Also, to get the greatest benefit from the class, you should have taken the Using Reports to Manage Your Funds class and have had at least a month's experience using the IRIS system for WBS elements. Prerequisites: Using Reports to Manage Your Funds, Valid User ID, one month’s experience using IRIS.
Course Number Dates, Days
Time Location
50136465
Feb 15, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136466
Apr 19, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50136467
Jun 14, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Working with Departmental Ledgers
This class covers the IRIS transaction for running the new departmental ledger, ZFM_UT_LEDGER. The class will also cover an overview of the reconciliation process and why it is important to keep your reconciliations up-to-date. You MUST have a valid user ID for the IRIS Production system AND know your cost center or WBS element number to participate in this class. Prerequisites: IRIS Overview, Valid User ID.
Course Number Dates, Days
Time Location
50136469
Mar 20, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50136470
May 22, T 1:30-4:30 150 CONFERENCE CENTER BUILDING