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Training Pre-requisites

FIS Banner Navigation & Document Query Class:
  • A 3.5 hour basic introduction to FIS Banner for inquiry users or users planning to take additional BANNER training.

    This class is a prerequisite for all FIS Users or any of the other FIS classes.

FIS Banner POEL Training (Purchase Order Encumbrance Liquidation):

  • A 2 hour class that explains the journal process to close out purchase orders or requisitions in order to release encumbered funds.

    Successful completion of FIS TOE/JV training is a prerequisite

FIS Banner Transfer of Expenses (TOE):

  • A 4 hour introductory class for Users involved in the Transfer of Expenses (TOE).
    A knowledge of accounting adjustments using paper TOEs is a prerequisite.

    FIS Banner Navigation & Document Query Class is a prerequisite.

FIS Banner TOF/Budget Class:

  • A 4 hour class for Users desiring an understanding of the budget related screens. This class includes an overview of the UC budgeting process and accounting sequence structures. 

    Both FIS Banner Navigation & Document Query Class and FIS Banner Transfer of Expenses (TOE) are prerequisites.

FIS Banner Travel Class:

  • A 3 hour class for Users involved in the Travel process. This class covers procedures for all travel.  

    No prerequisites are required to take this class


 

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