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Contact us at [email protected] KFS Training. Objectives 2 Contact us at [email protected] KFS Training Project Understand how campus training will work View the.

Dec 22, 2015

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Page 1: Contact us at kfs@umd.edu1 KFS Training. Objectives 2 Contact us at kfs@umd.edu KFS Training Project Understand how campus training will work View the.

Contact us at [email protected] 1

KFS Training

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Objectives

Contact us at [email protected]

KFS Training Project

• Understand how campus training will work• View the Training Registration Tool• Learn how to register for a workshop• Learn how to view KFS Online Tutorials using the UPK

Player

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Training Overview

Contact us at [email protected]

KFS Training Project

Train the Trainer (T3)• 30 trainers have been identified across multiple departments/colleges• Trainers will participate in an adult education course

Campus Training• Campus users will have access to online tutorials, printed PDF training manuals, and

instructor-led training sessions. • Online tutorials will be accessed using the UPK Player hosted on the web server• 10 different instructor led courses will be available to campus

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Training Delivery Methods

Instructor Led Training

Key Features• The ratio of 1:15 instructor: participants will be used.• Each workshop will consist of a step-by-step training manual and supporting

documentation.• Prior to registration please get authorization to attend classroom training from your

supervisor.

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Where will training be held?

Contact us at [email protected]

KFS Training

The Severn Building

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Training Delivery Methods

KFS Training Registration Page

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Training Delivery Methods

User Productivity Kit (UPK) Online Tutorials

Key Features• Online Tutorials provide a self-paced learning guide.• All users will be required to take the Online Fundamentals prerequisite.• 24/7 access to learning content.• Training is delivered just-in-time.• Provides users with a flexible training schedule.

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Training Delivery Methods

KFS Online Tutorials

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Drop-In Working LabsKey Features• Provides a one to one learning environment.• Allows the trainer/facilitator to provide more focused attention to each individual.• Focuses on a specific task and allows user to take refresher courses when needed.• Does not require a lot of preparation time.• Allows users to bring in assignments to work on with someone who knows the process

on-hand.• Dates and Times TBD• Will be held at the Patapsco Building room 2111

Brown Bag/SessionsKey Features• Focuses one topic at a time.• Provides a fast refresher course to individuals who have already attended training.• Does not require a lot of preparation time.• Does not require use of a training lab nor computers.• Dates and Times TBD• Locations TBD

Training Delivery Methods

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How Much Training Do I Need?

Contact us at [email protected]

?? ?

KFS Training

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As a Dean or Department Chair I May Need?

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Intro to KFSKFS 100 1.5 hour

Document ApproverKFS 102 1.5 hours

Total Hours of Training: 3.0

KFS Curriculum Map

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As a College Business Officer (CBO) I May Need?

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Total Hours of Training: 15

Intro to KFS

KFS 100 1.5 hours

KFS BasicsKFS 101 3.0 hours

FIN BasicsFIN 101 2.5 hours

FIN Interm

FIN 200 1.5 hours

CAM Basics

CAM 101 1.5 hours

KFS Curriculum Map

PUR Vendor Basics

PUR 101 3.5 hours

LaborLBR 101 1.5 hours

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KFS Curriculum Map

Contact us at [email protected]

Intro to KFS

KFS 100 1.5 hour

KFS BasicsKFS 101 3.0 hours

COA Basics

COA 101 3.0 hours

COA Interm

COA 200 1.5 hours

FIN Journal Entries Basics

FIN 101 2.5 hours

PUR Vendor and PO Basics

PUR 101 3.5 hours

LaborLBR 101 1.5 hours

FIN Interm

FIN 200 1.5 hours

= KFS Prerequisite

= Chart of Accounts

= Financial Processing= Purchasing

= Capital Asset Management

Document ApproverKFS 102 1.5 hours

CAM Basics

Post Go-live

CAM 101 1.5 hours

= Doc Approver

= Labor

PUR Req for Assets PUR 102 1.5 hours

Total Hours of Training: 22.5

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KFS Fundamentals

Contact us at [email protected]

KFS Curriculum Map

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KFS Document Approver

Contact us at [email protected]

KFS Curriculum Map

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KFS Chart of Accounts (COA)

Contact us at [email protected]

KFS Curriculum Map

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KFS Financial Processing (FIN)

Contact us at [email protected]

KFS Curriculum Map

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KFS Purchasing (PUR)

Contact us at [email protected]

KFS Curriculum Map

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KFS Capital Asset Management (CAM)

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KFS Curriculum Map

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Labor (LBR)

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KFS Curriculum Map

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KFS User ProfileThe following guidance will help you make a decision on who will need access to KFS, and who will need to participate in training, or not:

• You WILL need access to KFS and will participate in KFS training if you execute any the following activities today:

• You verify Receiving for Goods or Services purchases

• You submit or approve Paper Requisitions• You enter or process Journal Vouchers• You request Accounts to be created• You process Payroll Transfers• You create/enter or approve ELF Small

Procurement forms, Master Contracts, and/or Miscellaneous Payment Requests

• You create or maintain Vendors• You look up Payments and Purchase Orders

through ProWeb• You work in FFX for Capital Asset Management• You view/download Reports through FRS Web

• You will NOT need access to KFS or need KFS training if your system activities are limited ONLY to one or all of the following transactions today:• You only enter timesheets

• You only utilize the Cash Management /Bursar systems

• You only interact with the SAR Student system

• You only enter Travel & Expense in the system today - PCards or TCards

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QUESTIONS?

Contact us at [email protected]

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May 8, 2013 – KFS Contracts and Grants May 22, 2013 – KFS Capital Assets June 5, 2013 – KFS Receiving and Invoices July 17, 2013 – KFS Reporting July 31, 2013 – KFS Reporting August 14, 2013 – KFS – What about Training? August 28, 2013 – KFS Internal Billing September 4, 2013 – What is KFS and why are we doing it now? September 11, 2013 – KFS – What about Training? September 18, 2013 – KFS Requisitions October 2, 2013 – Labor Distribution and Preparation of Salary

Transfers

KFS Brown Bag Series

For the current schedule of dates and locations, please see the latest Brown Bag schedule at http://vpaf.umd.edu/kuali/brownbag.html

- all meetings will be held from 12:00p – 1:00p

* Dates, locations and topics subject to change

Here is the latest schedule for the KFS Brown Bag Series!

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For more information on KFS and to view past Brown Bag Recordings:

Contact us at [email protected]

… Check out updates to the VPAF KFS page …

http://vpaf.umd.edu/kuali/index.html

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For additional information regarding this presentation, please contact:

John Farley

(301) – 405 2546

[email protected]

Contact us at [email protected]

Contact Us

THANK YOU FOR ATTENDING TODAY!

KFS

(301) – 405-3020

[email protected]