The following are training materials and sessions offered by OFA. Contact our office for additional information about any of our training opportunities.
Visit the OIT website for information on obtaining remote connectivity (VPN) access if you are not on the UA system network.
- Banner - Helpful Screens
- Budget Revisions (BR) - Introduction
- Foundation Fund Expense Account (FFEA) Intro Training
- Journal Vouchers (JV) - Creation to Submission
- Labor to Expended Report
- Management Report Tips
- NSF Override Tutorial (Banner 8)
- Position Management
- Prepping for Continuation Budget
- Program Codes - Introduction
- Program Code Training - Controller's Office
- SW Audit trainings
- TOAD - Weekly Training & Discussion
- UA Budget 101
- UAF Finance 101
- FOXIT - Docusign set up
All 3 are necessary before access is granted to Banner Finance.
Training resources available through the Google Workspace Learning Center.
Step 2. Fill out Procurement Entry Training Sign up form
Step 3. We will set up a training ID for BANT (training area of Banner) and email it to you. We will also invite you as a student to the course in CANVAS.
Step 4. Finish course within 2 days. **
If you are a new employee training to get access to Banner Procurement for you job duties, a passing score of at least 85% is required. Upon successful completion, submit the Finance & HR Administrative Access Request form for data-entry access to the necessary Banner production screens for procurement.
There are further resources and information at UA Procurement's website - Procurement & Contract Services website .
**There may be a delay in getting the login/password for Banner Training module and invitation for Canvas Course. There are only 5 training ID's for our use. Once you receive your login/password, please do all possible to complete within 2 days.
Visit the Procurement & Contract Services website for ProCard training information.
Register through the OIT training calendar to attend basic TOAD Reader or TOAD Writer training
OFA offers weekly training and discussion to familiarize financial managers with the use of TOAD. The sessions emphasize the use of TOAD to explore data, create and modify queries, and customize outcomes to fit the needs of the analysis.
Sessions are held via Zoom at 9:00 a.m. on Wednesday of each week. You must register in advance of attending your first session. After registering, you will receive a confirmation email containing information about joining the meeting.
Remember, to avoid getting "stuck" in the waiting room, you MUST log in to your domain account to access the meeting. Log in to alaska.zoom.us, then click "Sign in" to configure your account.
Visit the Toad resources page for additional information including the query library and reference documents.
Visit the Travel Customer Service Office (TCSO) website for travel training information.
All trainings and meetings are held via Zoom. Select a session for full details.