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Financial Affairs

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.

To enroll in an FIS training course, choose one of the enrollment form buttons below, fill out required information, click on the green drop-down menu, select a class, then register for a specific training date. You should receive enrollment confirmation via email. If issues, contact FIS via email to fistraining@ucsc.edu.

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.​

Courses

FIS Navigation & Document Query Training
Description: Navigating and viewing documents in our BANNER Financial Information System
  • Navigation & Document Query Training: A half-day training offered to UCSC employees. This training is a pre-requisite for all other FIS trainings. It is targeted for employees who want basic skills in:
    • Navigating the FIS BANNER application
    • Querying FIS BANNER data
  • Training Objectives: With successful completion of this training, the trainee has demonstrated basic competency in navigating and viewing documents in the UCSC BANNER Financial Information System (FIS).
  • The course modules include:
    • Logging on to FIS BANNER
    • Form navigation techniques (blocks, records and fields)
    • Viewing documents and understanding document status flags (FOIDOCH is used extensively)
    • Query techniques (list of values, wildcard searches)
  • Prerequisites:
    • Submittal of completed account setup forms
    • Review the Financial Information System Guide for further information
    • Basic Computer Literacy (word processing or data entry)
    • Approval of employee's manager
  • System Access Authorization Form needed: FIS Access Form
FIS TOE/JV Training
Description: Introductory class for users involved in the Transfer of Expenses (TOE)
  • Transfer of Expenses (TOE)/Journal Voucher A half-day training offered to UCSC employees. This training is of benefit to anyone who transfers expenses in FIS.
  • Training Objectives: With successful completion of this training, the trainee has demonstrated an understanding of their responsibility and accountability for processing any expenditure adjustment while using the UCSC Financial Information System (FIS) to prepare, approve and locate on-line financial journals.
  • The course modules include:
    • Navigating the FIS BANNER application
    • Querying FIS BANNER data
  • Training Objectives: With successful completion of this training, the trainee has demonstrated basic competency in navigating and viewing documents in the UCSC BANNER Financial Information System (FIS).
  • The course modules include:
    • Rule code definitions and related issues (excluding Contract & Grant)
    • Inputting data into the custom TOE form
    • Inquiry screens for complete and incomplete documents
    • Approval screen and related approval issues
    • Printing Journal Vouchers
    • Office of Record concepts and responsibilities (excluding Contract & Grant)
  • Prerequisites:
    • Successful completion of FIS Navigation & Document Query Training
    • Basic knowledge of accounting adjustments using paper Transfer of Expenses forms
    • Approval of employee's manager
  • System Access Authorization Form needed: FIS Access Form
FIS TOF Training (by appointment only)
Description: Class for users involved in the Transfer of Funds (TOF).
  • Transfer of Funds (TOF): A half day course offered to campus employees by the Planning and Budget Office. This course is of benefit to anyone viewing their budget in FIS.
  • Training Objectives: With successful completion of this training, the trainee has demonstrated basic competency in using the UCSC Financial Information System (FIS) to view and understand budget related screens. Additionally, the trainee will have an overview of the UC budgeting process and accounting sequence structures.
  • The course modules include:
    • Navigating the FIS BANNER application
    • Querying FIS BANNER data
  • Training Objectives: With successful completion of this training, the trainee has demonstrated basic competency in navigating and viewing documents in the UCSC BANNER Financial Information System (FIS).
  • The course modules include:
    • Brief overview of the UC budget process
    • Brief overview of FOAPAL and organization hierarchies
    • The FMW/FIS link
    • Sub account translations
    • Methods and forms used in querying the status of budgets within FIS
    • Locating source documents in FIS
    • Ways of distributing budgets in FIS
    • How FIS reports relate to the above
    • Revenue and recharge accounts (for those who need it)
  • Prerequisites:
    • Successful completion of FIS Banner Navigation training
    • Successful completion of FIS Banner TOE training
    • Basic knowledge of accounting adjustments using paper Transfer of Fund forms
    • Approval of employee's manager
  • System Access Authorization Form needed: FIS Access Form
FIS POEL Training (Purchase Order Encumbrance Liquidation)
Description: Class for users involved in the Liquidation of Purchase Order Encumbrances.
  • Purchase Order Encumbrance Liquidation (POEL): A two hour class that explains the journal process to close out purchase orders or requisitions in order to release encumbered funds.
    An Encumbrance is the name given to funds that have been reserved when a purchase order is approved. When a requisition is processed, funds are placed aside for the transaction. Those funds are no longer available for use in other transactions, and are not included in the Ledger balance. The purpose of encumbrance accounting is to avoid budget overspending. This class teaches how to release any remaining funds once the purchase order is no longer needed.
  • The course modules include:
    • Navigating the FIS BANNER application
    • Querying FIS BANNER data
  • Training Objectives:
    With successful completion of this training, the trainee has demonstrated basic competency in navigating and viewing documents in the UCSC BANNER Financial Information System (FIS).
  • The course modules include:
    • Creating an Open Encumbrance Report of open purchase orders
    • Criteria for selecting purchase orders to be liquidated
    • Creating the liquidation journal
    • Verifying that the journal has posted
  • Prerequisites:
    • Successful completion of FIS TOE/JV training
  • System Access Authorization Form needed: FIS Access Form

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.

    • FIS Navigation & Document Query Training:
    • Submittal of completed account setup forms
    • Review the Financial Information System Guide for further information
    • Basic Computer Literacy (word processing or data entry)
    • Approval of employee's manager
    FIS TOE/JV Training:
    • Successful completion of FIS Navigation & Document Query Training
    • Basic knowledge of accounting adjustments using paper Transfer of Expenses forms
    • Approval of employee's manager
    FIS TOF Training:
    • Successful completion of FIS Banner Navigation training
    • Successful completion of FIS Banner TOE training
    • Basic knowledge of accounting adjustments using paper Transfer of Fund forms
    • Approval of employee's manager
    FIS POEL Training (Purchase Order Encumbrance Liquidation:
    • Successful completion of FIS TOE/JV training
​
Training Resources
FIS Training Schedule
Training DateUse SHIFT+ENTER to open the menu (new window).
  
LocationUse SHIFT+ENTER to open the menu (new window).
  
Training Start TimeUse SHIFT+ENTER to open the menu (new window).
  
Training End TimeUse SHIFT+ENTER to open the menu (new window).
  
Class CapacityUse SHIFT+ENTER to open the menu (new window).
  
collapse Training Title : FIS Navigation & Document Query ‎(1)
Tuesday, April 11, 2023 Distance Training via Zoom1:00 PM4:30 PM
5
collapse Training Title : FIS TOE/JV Training ‎(2)
Thursday, March 23, 2023Distance Training via Zoom1:00 PM4:30 PM
5
Thursday, April 20, 2023Distance Training via Zoom1:00 PM4:30 PM
5
Training DateUse SHIFT+ENTER to open the menu (new window).
  
LocationUse SHIFT+ENTER to open the menu (new window).
  
Training Start TimeUse SHIFT+ENTER to open the menu (new window).
  
Training End TimeUse SHIFT+ENTER to open the menu (new window).
  
Class CapacityUse SHIFT+ENTER to open the menu (new window).
  
collapse Training Title : Purchase Order Encumbrance Liquidation (POEL) ‎(2)
Tuesday, March 28, 2023Distance Training Via Zoom1:00 PM2:30 PM
6
Monday, April 24, 2023Distance Training Via Zoom1:00 PM2:30 PM
6

Contact fistraining@ucsc.edu with any questions.​
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