Policy Training
There are a variety of opportunities to learn about the revised Business and Travel Expense policy (effective March 14, 2011) and its impact on expenses incurred on behalf of the university, particularly related to expense reimbursement (ER) and purchasing card (PCard) processes.
Training regarding the revised policy and related Oracle Financials system updates are available in a variety of formats:
- Online self-study materials
- Instructor led presentations
- Division specific training
Training presentations have been developed and will be organized in the following manner:
Policy Overview
Purpose: To educate everyone, regardless of role, about the revised policy.
Audience: Everyone who may incur, prepare, and/or approve university expenses.
Expense Preparers
Purpose: To educate preparers about the impact of the policy on the Oracle Financials System and to provide refreshers related to expense report and purchasing card verification report creation.
Audience: Individuals who have responsibilities which include preparing expense reports and/or purchasing card verification reports.
Expense Approvers
Purpose: To educate approvers about the impact of the policy on the Oracle Financials Systems and to provide refreshers related to expense report and purchasing card verification report approvals.
Audience: Individuals who have responsibilities which include approving expense reports and/or purchasing card verification reports.
Training Opportunities:
- Division Specific Training
- Standard University Business and Travel Expense Policy