Business Operations Training
This page contains recordings of trainings done by the SOM Business Operations staff. Questions may be directed to the Business Operations trainer. Clicking the links will take you to a recording of the training stored on our Yuja platform.
Travel and Entertainment Training Video for Fiscal Year '25
Held on March 19, 2024, this training addresses travel entertainment expenses and reimbursements.
- What's New in Business Operations
- Ticket System Best Practices
- Concur Profile Set Up
- Concur Homepage Navigation
- Travel Policy Reminders
- Setting Up a Pre-Trip Request
- Finding or Registering Guest Traveler Profiles
- Acting as a delegate in Concur
- Booking Options
Tracking Expenses during travel
- Creating and Submitting an Expense Report
- Entertainment Pre-Approval process
- Performance Agreements
- Independent Contractors
Procurement Training for Fiscal Year '24
Held on Oct. 18, 2023 the training was developed to help faculty, staff, and students understand and apply the basics of procurement. Learners can get an idea of how system changes, since the implementation of Impact23 and how roles and processes have been affected.
- Impact23 Terminology
- Procurement Roles
- General Procurement Options
- PCard
- ServiceNow vs. Oracle
Creating a ServiceNow Procurement Request
Creating a Requisition in Oracle Financials
- Invoice Holds
- Receiving Items