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
50082884
Jan 26, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082885
Feb 25, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082886
Mar 25, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082887
Apr 29, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082888
May 27, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082889
Jun 23, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Asset Management 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. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50082890
Jan 27, W 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082894
Feb 18, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082895
Mar 16, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082896
Apr 20, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082897
May 19, W 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082898
Jun 15, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Basic Reporting for Funds
This class is an introduction to basic financial reporting for those who are new to reporting in the IRIS system. It covers how to run, print, and read three of the most basic departmental financial reports: the department ledger reports (ZDEPT_LEDGER and ZE_LEDGER), the annual budget versus actual report (ZFM_BCS001B), and an actuals line item report (FMRP_RFFMEP1AX – All Postings). 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.
Course Number Dates, Days
Time Location
50082899
Feb 11, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082900
Apr 15, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082901
Jun 17, R 8:30-11:30 150 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
50082902
Feb 16, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082953
May 18, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Basic Reporting for WBS Elements
This class is an introduction to basic reporting for WBS elements for those who are new to reporting in the IRIS system. Among the information covered is how to read the department ledger reports (ZDEPT_LEDGER) based on the type of WBS element, the overall available budget report (Y_DEV_17000002), and the WBS element line item report (CJI3). Also included are the Project Structure Overview report (CNS41), which provides master data information on the WBS element, and the Overspent Sponsored Projects Report. 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 Basic Reporting for Funds class and have had at least a month's experience using the IRIS system for WBS elements. Prerequisites: Basic Reporting for Funds, Valid User ID, one month’s experience using IRIS.
Course Number Dates, Days
Time Location
50082954
Feb 18, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082955
Apr 22, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082956
Jun 24, 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
50082957
Feb 2, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082958
Apr 7, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082959
Jun 2, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Document Tracking
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
50082960
Jan 19, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082962
Mar 23, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082963
May 18, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
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Effort Certification Reports
This class is designed for the staff who either enter monthly certification information for their department or who are the central contact person to help faculty, staff, or students enter their personal ECRs. The class covers the basics of how to enter the information and also some of the policy involved. Prerequisite: None.
Course Number Dates, Days
Time Location
50082964
Feb 17, W 9:00-11:00 150 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
50082965
Jan 20, W 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082966
Apr 20, 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
50082967
Jan 14, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082968
Mar 11, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082969
May 6, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
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Internal Orders
This class covers the use of internal orders in IRIS. Internal orders can be powerful tools for managing funds within cost centers or WBS elements. Topics include creating and managing internal orders, reporting on internal orders, and the posting an/or re-posting of IRIS transactions to internal orders. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50082970
Feb 23, T 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
50082971
Jan 20, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082972
Feb 9, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082973
Mar 9, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082974
Apr 6, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082975
May 11, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082976
Jun 8, 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
50082977
Jan 21, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082978
Feb 3, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082979
Mar 4, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082980
Apr 8, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082981
May 6, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082982
Jun 3, R 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
50082983
Jan 19, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082984
Mar 25, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082985
May 20, 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
50084019
Dec 9, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082986
Jan 12, T 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082987
Feb 2, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082988
Mar 2, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082989
Apr 13, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082990
May 11, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082991
Jun 8, 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
50082992
Feb 16, T 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
50082993
Jan 21, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082994
Feb 4, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082995
Mar 4, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082996
Apr 8, R 8:30-11:30 150 CONFERENCE CENTER BUILDING
50082997
May 5, W 1:30-4:30 150 CONFERENCE CENTER BUILDING
50082998
Jun 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. It also covers the creation of asset records for equipment that is being purchased via the requisition process. Prerequisite: IRIS Overview.
Course Number Dates, Days
Time Location
50082999
Jan 14, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50083000
Feb 11, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50083001
Mar 11, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50083002
Apr 15, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50083003
May 13, R 1:30-4:30 150 CONFERENCE CENTER BUILDING
50083005
Jun 10, 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
50083006
Jan 12, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50083007
Feb 9, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50083008
Mar 9, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50083009
Apr 6, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50083010
May 4, T 8:30-11:30 150 CONFERENCE CENTER BUILDING
50083011
Jun 1, T 8:30-11:30 150 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
50083014
Jan 13, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
50083015
Feb 10, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
50083016
Mar 10, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
50083017
Apr 14, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
50083018
May 12, W 8:30-4:30 150 CONFERENCE CENTER BUILDING
50083019
Jun 9, W 8:30-4:30 150 CONFERENCE CENTER BUILDING