Finance Training course timetable
Tuesday 17 June
09:30 |
This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions. |
10:30 |
« Description not available » |
15:00 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Wednesday 18 June
10:30 |
« Description not available » |
12:00 |
Concur – Acting as a First Approver
![]() An overview of how to act as an approver in the expenses claim process using SAP Concur software. This includes:
|
Thursday 19 June
09:30 |
IN PERSON - Cognos Introduction
Finished
This is a classroom version of the Cognos Introduction held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room) Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15 minute walk and the Universal Bus stops on Madingley Road. Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material. |
Friday 20 June
11:00 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
11:30 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Tuesday 24 June
15:00 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Wednesday 25 June
09:30 |
This course looks at the tasks required at month end to manage your grants and at transactions that need to be completed using a variety of tools in CUFS. It also looks at preparing grants for closing. |
11:00 |
How to book with Key Travel
![]() How to book with Key Travel - Travelling for research or to undertake work on behalf of the University. This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking travel on behalf of the University. Key Travel is the University’s preferred supplier for travel management services and provides the following support for colleagues:
The primary purpose of the training session will be to walk you through the booking process using Key Travel’s online portal. However, the session will also provide you with hints and tips on how to identify the best travel options for your requirements. |
Thursday 26 June
09:30 |
This course looks at the tasks required at month end to manage your grants and at transactions that need to be completed using a variety of tools in CUFS. It also looks at preparing grants for closing. |
Friday 27 June
11:00 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
11:30 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Monday 30 June
10:30 |
« Description not available » |
Tuesday 1 July
09:30 |
IN PERSON - Tableau Server - Viewer
![]() This is an in person classroom course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room) Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road. |
15:00 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Wednesday 2 July
09:30 |
Virtual - Cognos Introduction
Finished
Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material. |
Friday 4 July
11:00 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
11:30 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Tuesday 8 July
15:00 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Wednesday 9 July
09:30 |
This is a classroom version of Grants 2 held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room) Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15 minute walk and the Universal Bus stops on Madingley Road. This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
In this course we will not access the Grants module in CUFS. |
13:30 |
Invoice automation - AP User
![]() This course covers the complete process of handling invoices from receipt to payment using the new invoice automation system. It is designed for individuals who manage day-to-day invoice processing and identify as 'AP Users'. Who Should Attend:
This is an in person classroom course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room) Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road. |
Thursday 10 July
12:00 |
As a recent new starter to the Finance Division, we would like to invite you to attend a welcome session in Greenwich House with Finance Leadership Team (FLT). These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from Daniel and senior members of the team. Please book onto a session below that suits your office working pattern best. We encourage you to attend in your first three months in the Finance Division but if you are unable to attend either of these dates, more dates will follow later in the year. |
Friday 11 July
11:00 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
11:30 |
Tableau Drop In Sessions (via Teams)
![]() This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |