Navigate Up
Sign In
Click to show/hide contact information.

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.

To use online forms you must have JavaScript enabled.
Learn how to enable JavaScript.
Training
Contact
Please select one of the sections above to get started.
Training Enrollment/Request Forms

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

Courses

  • 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 ‎(2)
Wednesday, March 15, 2017Scotts Valley Center, Room E11251:00 PM5:00 PM
10
Wednesday, April 19, 2017Scotts Valley Center, Room E11251:00 PM5:00 PM
10
collapse Training Title : FIS TOE/JV Training ‎(2)
Wednesday, February 22, 20172300 Delaware, room B2791:00 PM5:00 PM
10
Wednesday, April 26, 2017Scotts Valley Center, Room E11251:00 PM5:00 PM
10
  
  
  
  
  
collapse Training Title : Purchase Order Encumbrance Liquidation (POEL) ‎(3)
Wednesday, May 17, 2017Scotts Valley Center, Room E11259:00 am11:30 am
8
Wednesday, August 16, 2017Scotts Valley Center, Room E11259:00 am11:30 am
8
Wednesday, November 15, 2017Scotts Valley Center, Room E11259:00 am11:30 am
8
 

 FIS Training Help

 
Contact fistraining@ucsc.edu with any questions.
University of California Santa Cruz, 1156 High Street, Santa Cruz, Ca 95064
© 2016 Regents of the University of California. All Rights Reserved.

Site Feedback
finaff-tech@ucsc.edu