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Financial Information System (FIS) Training

The FIS Banner Financial Information System (FIS Banner) is a financial data management and reporting system. Using fund accounting, the University tracks monies it receives from various sources (state, federal, students, public, etc.) and accounts for how those monies are spent. FIS Banner takes advantage of the latest technologies in retrieving, managing, and reporting data.

Training
Contact
Please select one of the sections above to get started.

Financial Information Systems offers training free of charge to UCSC staff.

Enrollment

Navigation & TOE/JV Training Enrollment Form
TOF Training Request Form
POEL Training Enrollment Form

Courses

Please note: these trainings are held at the UC Santa Cruz, Scotts Valley Center located at 100 Enterprise Way, Scotts Valley, CA. Participants do not need a parking pass, but should park in Visitor Parking. The class will gather in the lobby 5 minutes before the training begins.

  • FIS Navigation & Document Query Training
    • Description: Navigating and viewing documents in our BANNER Financial Information System
    • Course Details
  • FIS TOE/JV Training
    • Description: Introductory class for users involved in the Transfer of Expenses (TOE)
    • Course Details
  • FIS TOF Training (by appointment only)
    • Description: Class for users involved in the Transfer of Funds (TOF).
    • Course Details
  • FIS POEL Training (Purchase Order Encumbrance Liquidation)
    • Description: Class for users involved in the Liquidation of Purchase Order Encumbrances.
    • Course Details

Enrollment

  • Enroll online at least five business days before the training start date. CruzID Gold is required to access web forms.
  • If you are unable to attend a training, please email to cancel your enrollment at least five business days before the training.

Confirmation

  • A confirmation email will be sent to you upon registration. Please email fistraining@ucsc.edu if confirmation has not been received.

Prerequisites

  • Please remember to complete all prerequisites before attending a training.
Training Resources
  
  
  
  
  
collapse Training Title : FIS Navigation & Document Query Training ‎(6)
Wednesday, January 16, 2019Scotts Valley Center, Room E11251:00 PM5:00 PM
10
Wednesday, February 13, 2019Scotts Valley Center, Room E11251:00 PM5:00 PM
10
Wednesday, March 13, 2019Scotts Valley Center, Room E11251:00 PM5:00 PM
10
Wednesday, April 10, 2019Scotts Valley Center, Room E11251:00 PM5:00 PM
10
Wednesday, May 15, 2019Scotts Valley Center, Room E11251:00 PM5:00 PM
10
Wednesday, June 5, 2019Scotts Valley Center, Room E11251:00 PM5:00 PM
10
collapse Training Title : FIS TOE/JV Training ‎(4)
Wednesday, December 12, 2018Scotts Valley Center, Room E11251:00 PM5:00 PM
10
Wednesday, February 20, 2019Scotts Valley Center, Room E11251:00 PM5:00 PM
10
Wednesday, April 17, 2019Scotts Valley Center, Room E11251:00 PM5:00 PM
10
Wednesday, June 19, 2019Scotts Valley Center, Room E11251:00 PM5:00 PM
10
  
  
  
  
  
collapse Training Title : Purchase Order Encumbrance Liquidation (POEL) ‎(3)
Monday, February 25, 2019Scotts Valley Center, Room E11259:00 AM11:00 AM
8
Thursday, April 25, 2019Scotts Valley Center, Room E11259:00 AM12:00 PM
8
Monday, June 24, 2019Scotts Valley Center, Room E11259:00 AM12:00 PM
8
 

 FIS Training Help

 
Contact fistraining@ucsc.edu with any questions.
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