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CONFERENCE SERVICES:

 

Event Data Base

Employees must complete this training to gain access to use the Event Approval database.
Course Number:
CFC0001
Description: This course is designed for anyone that plans Lab and Division events that use DOE managed funds. It will provide a step-by-step process on how to enter lab hosted meetings and conferences, both on-site and off-site, as well as travel-to conference events where one or more divisions may be sending participants to a conference hosted by another organization.
Prerequisite: None
Format: Classroom

Register Here

 

CORE FINANCIAL MANAGEMENT (CFM):

 

Accessing Essential Financial Information

Course Number:
FMS1100
Description: This course provides an overview of how to access basic financial information at the Berkeley Lab. Accessing dashboards, viewing reports, and running established queries are the essential skills covered in this course.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 20 minutes

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Accounts Payable

Course Number:
CFO0725
Description: In this course you will learn about what Accounts Payable (AP) does, what their processes are, and how you can help the process move smoothly. It also covers the difference between a Purchase Order (PO) payment and a non-PO payment.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 9 Minutes

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Allowable Costs Training

Course Number:
CFO0765
Description: In this course you will learn about what costs are/are not allowable helping you to determine what you may or may not purchase for the Berkeley Lab. You will learn about cost allowability through answering questions presented from different possible scenarios.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 20 Minutes

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Audit Preparation and Response

This course covers the role of the Lab's Internal Audit Services Department, what to expect and how to respond to an audit, and how to handle external audits and reviews.
Course Number: CFO0750
Description: This course covers the role of the Lab's Internal Audit Services Department, what to expect and how to respond to an audit, as well as how to handle external audits and reviews.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 17 Minutes

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The Color of Money: Operating vs. Capital

Course Number:
CFO0715
Description: In this course you will learn the importance of the "color of money", when to use capital funds vs. operating funds for equipment and for construction projects, and where to get additional information.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 9 Minutes

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Construction Work in Progress (CWIP)

Course Number:
CFO0720
Description: This course defines CWIP, shows you the CWIP process, and explains how to open and close PACE forms. Accounting considerations are also covered.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 7 Minutes

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Contract 31 Overview

Course Number:
CFO0710
Description: In this course you will learn about how Contract 31 is the basis for the work done at LBNL, how LBNL is graded and the benefits of a higher grade, how to find the actual contract on the LBNL website, and the key sections and appendices of the contract related to financial practices.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 12 Minutes

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LBNL Funds Control

Course Number:
CFO0012
Description: This course covers why funds control is important at the Lab, what costs are allowable, how to avoid unauthorized commitments and overall funds control best practices.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 18 minutes

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Major Financial Roles and Responsibilities at Berkeley Lab

Course Number:
CFO0760
Description: The purpose of this training is to provide Laboratory personnel that have financial management roles and responsibilities with a better and deeper understanding of them. There are three main objectives for this course. After you have completed it, you should be able to: define the major financial roles and responsibilities for various members and groups in the Lab, explain the key principles associated with the Lab's financial roles and responsibilities, and describe specific responsibilities associated with division management teams, Principal Investigators, Program Managers, and OCFO Field Operations Resource Analysts.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 11 Minutes

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Overview of Accounting Principles

Course Number:
CFO0705
Description: Learn about the basic accounting process, the rules and basic accounting structure that govern accounting at LBNL, and how our financial data crosswalks to MARS/STARS.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 11 Minutes

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Personal Property Management

Course Number:
CFO0730
Description: This course explains the definition, requirements, and controls used for personal property management at the Lab. It also covers how items received are identified and tagged, the lifecycle of an asset, how holdings are validated, and how you can help ensure personal property accountability at the Lab.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 12 Minutes

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Receiving

Course Number:
CFO0735
Description: In this course, you will learn the definition of "Formal Receiving", how the iBox system works, and the Lab's property receiving process.
Prerequisite: None
Format: Self-paced Online
Estimated Course Duration: 6 Minutes

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Travel Office

Course Number:
CFO0745
Description: In this course you will learn about the key roles and responsibilities of everyone involve in travel at the Lab, as well as the key terminology used. This course also teaches you how to follow the travel process and procedures in order to comply with Lab, DOE, and US State Department requirements.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 7 Minutes


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ELECTRONIC SYSTEM FOR RESEARCH ADMINISTRATION (eSRA):



Visit the eSRA Training Site HERE


FINANCIAL MANAGEMENT SYSTEM (FMS):

 

Accessing Essential Financial Information

Course Number:
FMS1100
Description: This course covers how to access and use the essential financial information tools in Cognos Connection (Portfolio Dashboard, Cost Analyzer and Standard Reports) and PeopleSoft Query Viewer.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 20 Minutes

Take it Here


 

Burdening Process Overview

Course Number:
FMS1205
Description: This web-based course containing a recording of a classroom session will help users understand the new burdening process used in financial transactions at the Berkeley Lab effective October 2014.
Prerequisite: None
Format: Document
Estimated Course Duration: 30 Minutes

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Division Daily and Month-End Close Processes

Course Number:
FMS1240:
Description: In this course you will learn about the process by which the daily and month end financial close is done at the Berkeley National Laboratory.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 30 Minutes

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DOE Funding Process Overview

Course Number:
FMS1201
Description: This training will explain the DOE Direct and Indirect funding processes, as well as give an overview of the proposal planning and submission process and the funds allocation process.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 15 Minutes

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Financial Data Architecture for Financial Users

Course Number:
FMS1011
Description: This web-based course containing a recording of a classroom session will help users understand the new financial data architecture used on the next generation of the Berkeley Lab's financial system effective in October 2014.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 1 Hour & 15 Minutes

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FMS 9.2 Funding and Spending Controls

Course Number:
FMS1015
Description: The purpose of this document is to explain how systemic funds control checks will work, as well as describe a new process for controlling spending for all projects and activities (DOE, Indirect, and WFO) utilizing the Status functionality in FMS 9.2 and higher.
Prerequisite: None
Format: Document
Estimated Course Duration: 10 Minutes

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General Ledger Journal Entry

Course Number:
FMS1222
Description: This course explains policies and procedures related to submitting journal entries/resource adjustments to the General Ledger. It also provides step-by-step instructions for creating journal entries/resource adjustments, as well as how to book an Accrual in PeopleSoft 9.2. In addition, this course explains how to complete a journal upload and describes the approval process.
Prerequisite: None
Format: Document
Estimated Course Duration: 60 Minutes

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PeopleSoft 9.2 Navigation Introduction

Course Number:
FMS1001
Description: In this course you will learn how to navigate FMS using PeopleSoft version 9.2, including how to use the type-ahead boxes and search fields to reduce effort, understand how views may be different between users, and how to set personal preferences.
Prerequisite: None
Format: Online Self-Paced
Course Duration: 10 Minutes

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Project Costing and Funding

Course Number:
FMS1215
Description: This course will help the Resource Analysts manage costs and funding for projects in the FMS 9.2 system.  This course also includes information on setting up projects using eSRA and preparing resource adjustments.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 1 Hour 45 Minutes

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Resource Adjustments Submission & Approval (Non-Labor)

Course Number:
FMS1216-17
Description: This course covers the Resource Adjustment policy as well as how to prepare and approve Resource Adjustments.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 10-30 Minutes (Depending on Experience)

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Service Accruals (PO-Based)

Course Number:
FMS1218
Description: his course provides instruction on the policy regarding accruals and how to upload PO-Based service accruals to the FMS system. This course is primarily for Resource Analysts performing these tasks.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 30 minutes

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Sponsored Projects (SPP) Project Execution and Closing

Course Number: FMS1320
Description: In this course you will learn about who to manage sponsored projects using both the eSRA and FMS systems. This course is of particular interest to those who work in the post-award areas of sponsored projects.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 45 Minutes

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SPP Project Execution and Closing

Course Number:
FMS1320
Description: This course will be offered via in-person classroom and ReadyTalk sessions. The ReadyTalk course will be recorded for future training purposes. See below for ReadyTalk joining instructions. A calendar invitation with these instructions will also be send between the time you register and the start of the course session in which you enroll.
Course Objectives: Describe the high level integration between eSRA and PeopleSoft, locate where to find key information and documentation in eSRA, explain how to use eSRA to communicate with the research team, identify how projects are created and statuses are set, recognize systemic funds controls, recognize what eSRA actions result in updates in FMS, recognize what updates are made in FMS Closing Out Work (Award Close Out), recognize automated spending controls, explain the key steps, roles, and responsibilities in the process


Prerequisite:
None
Format: Classroom & Readytalk
Estimated Course Duration: 1 Hour
Register Here, or For the ReadyTalk course please follow these easy steps 5 minutes prior to the webinar start time:

  • Open a web browser.
  • Go to http://www.readytalk.com
  • In the Participant box, enter 4867873 and then click the JOIN button.
  • Enter your full name (all other fields are optional) and click the SUBMIT button.
  • Join the conference by phone by dialing 1-866-740-1260 and then the access code of 4867873#
  • If you have any technical difficulties joining the web portion of the conference, dial into the teleconference using step 5 listed above. Alternatively you may send a text message to or call Phil Weiss at 510-502-6026.

SPP Proposal to Closeout Changes Overview

Course Number: FMS1300
Description: In this course you will learn about what's changing in the Work for Others proposal to closeout process.
Prerequisite: CFO0350
Format: Online Self-Paced
Estimated Course Duration: 15 Minutes

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General Financial Practices:

 

Accessing Essential Financial Information

Course Number: FMS1100
Description: This course covers how to access and use the essential financial information tools in Cognos Connection (Portfolio Dashboard, Cost Analyzer and Standard Reports) and PeopleSoft Query Viewer.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 20 Minutes

Take it Here


Allowable Costs Training

Course Number: CFO0765
Description: In this course you will learn about what costs are/are not allowable helping you to determine what you may or may not purchase for the Berkeley Lab. You will learn about cost allowability through answering questions presented from different possible scenarios.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 20 Minutes

Take it Here

Approving Requests for Issuance of Check (eRFIC)

Course Number: CFO0327
Description: Instruction on how to approve electronic Requests for Issuance of Check (eRFIC).
Prerequisite: None
Format: Online Self-Paced

Take it Here


Contract 31 Overview

Course Number: CFO0710
Description: In this course you will learn about how Contract 31 is the basis for the work done at LBNL, how LBNL is graded and the benefits of a higher grade, how to find the actual contract on the LBNL website, and the key sections and appendices of the contract related to financial practices.
Prerequisite: None
Format: Online Self-Paced

Take it Here


Core Financial Management

Course Number: CFO0700
Description: This course is designed for Resource and Financial Analysts as well as administrative personnel who handle financial matters at LBNL. It is comprised of various topics which are essential to the best financial practices at LBNL. To complete this course you must take both the classroom session and the online self-paced modules.
Prerequisite: None
Format: Classroom and Online-Self Paced

Register Here for the classroom session. Look for course "CFO0701 - Core Fin Mgmt - Classroom" in the Policies and Procedures section. 

Take the self-paced course components HERE.


LBNL Funds Control

Course Number: CFO0012
Description: This course covers why funds control is important at the Lab, what costs are allowable, how to avoid unauthorized commitments and overall funds control best practices.
Prerequisite: None
Format: Online Self-Paced

Take it Here


Major Financial Roles and Responsibilities at Berkeley Lab

Course Number: CFO0760
Description: The purpose of this training is to provide Laboratory personnel that have financial management roles and responsibilities with a better and deeper understanding of them. There are three main objectives for this course. After you have completed it, you should be able to: define the major financial roles and responsibilities for various members and groups in the Lab, explain the key principles associated with the Lab's financial roles and responsibilities, and describe specific responsibilities associated with division management teams, Principal Investigators, Program Managers, and OCFO Field Operations Resource Analysts.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 11 Minutes

Take it Here


Planning System Training (8.8)

Number: N/A
Description: A comprehensive Commons site has been created to put both training and reference information about the Planning System in one place.
Prerequisite: None
Format: Classroom and Online Self-Paced

Click Here to go to this site (LDAP login required)


Submitting and Approving Requests for Issuance of Check (eRFIC)

Course Number: CFO0326
Description: Instruction on how to submit electronic Requests for Issuance of Check (eRFIC).
Prerequisite: None
Format: Online

Take it Here


Payroll and Time Reporting:

 

Laboratory Employee Time System (LETS) Time Entry Training

Course Number: FMS1500
Description: In this course you will learn about how to enter Project & Activity IDs into the LETS system for effort worked and how to use Favorites and Prefills.
Prerequisite: None
Format: Online

Take it Here


Laboratory Employee Time System (LETS) Approver Training

Course Number: FMS1505
Description: In this course you will learn about how to perform as an Approver in LETS
Prerequisite: None
Format: Online

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Laboratory Employee Time System (LETS) Timekeeper Training

Course Number:
FMS1506
Description: In this course you will learn about how to perform as a Timekeeper in LETS
Prerequisite: None
Format: Online



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PROCUREMENT:

 

ePro Requisition Preparer Training

Course Number: FMS1406
Description: This course provides you with the information required to create requisitions in eProcurement (ePro) as well a ePro process and policies and time-saving features.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 60 Minutes

Take it Here


ePro Requisition & eBuy Approver Training

Course Number: FMS1407
Description: In this course you will learn about approval concepts, approval thresholds, the separation of Approver and Requester, how to approve a requisition in the eProcurement System and how to view requisition status.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 15 Minutes

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Purchasing Using a Division PCard

Course Number: FMS1410
Description: In this course you will learn about the Division PCard process and policies, how to create a PCard order in the eProcurement system, and how to reconcile and verify PCard transactions.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 60 Minutes

Take it Here


Approving Division PCard Transactions

Course Number: FMS1415
Description: This course teaches you about the Division PCard process and policies and how to review and approve PCard transactions.
Prerequisite: None
Format: Online Self-Paced
Estimated Course Duration: 15 Minutes

Take it Here


Technical Representative Orientation

Course Number: CFO0330
Description: This course will provide information on the responsibilities of technical representatives, how to avoid unauthorized commitments and how to provide appropriate technical direction within the scope of subcontracts
Prerequisite: None
Format: Online Self-Paced

Take it Here

 

 

TRAVEL

 

Travel Process Overview

Course Number: CFO0745
Description: An overview of the Travel Process at Berkeley Lab
Prerequisite: None
Format: Online

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Submitting Travel Receipts (eReceipts)

Course Number: CFO0360
Description: Instruction on how to submit electronic receipts (eReceipts) for travel expenses.
Prerequisite: CFO0745
Format: Online

Take It Here


Travel - TREX Basics

Course Number: FMS0700
Description: An introduction to the Lab’s Travel and Expense Reimbursement System. TREX Basics is geared to the arranger or traveler who wants to learn the basics which includes how to complete a travel authorization and expense report for a domestic trip.
Prerequisite: None
Format: Classroom or Self-Paced

Register Here for Classroom Training


Travel - TREX Basics Online

Description: An online course which covers the basics of creating and submitting authorizations and expense reports. While the classroom course is optimal, you can take this course if you need information prior
Prerequisite: None
Format: Online Self Paced

Take it Here
To start a particular module, click on the “+” symbol to open the course subject, then the next level “+” to open the individual module. Only individual modules can be played.


Travel – TREX Intermediate

Course Number: FMS0701
Description: An intermediate course in using the Lab’s Travel and Expense System designed for the travel arranger who has attended TREX Basics and would like to know more about handling domestic multi-leg and foreign trips.
Prerequisite: TREX Basics (FMS0700)
Format: Classroom

Register Here


Travel Policy

Course Number: CFO0100
Description: An overview of the Lab’s travel policy.
Prerequisite: None
Format: Recording

Take It Here