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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.

In-class FIS training is currently unavailable due to COVID-19 restrictions.
Distance Training via video conferencing is available. To enroll in a Distance Training course, choose one of the enrollment form buttons below and select the DISTANCE TRAINING option.

Enrollment​

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



  • ​Enroll online at least five business days before the training start date. Cru​zID 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.​
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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

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
FIS Training Schedule
  
  
  
  
  
collapse Training Title : DISTANCE TRAINING - FIS Navigation & Document Query ‎(1)
Distance Training by AppointmentDistance Training by Appointment8:00 AM5:00 PM
40
collapse Training Title : DISTANCE TRAINING - FIS TOE/JV ‎(1)
Distance Training by AppointmentDistance Training by Appointment8:00 AM5:00 PM
40
  
  
  
  
  
collapse Training Title : DISTANCE TRAINING - Purchase Order Encumbrance Liquidation (POEL) ‎(1)
Distance Training by AppointmentDistance Training by Appointment12:00 AM12:00 PM
40

Contact fistraining@ucsc.edu with any questions.​

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