Course Descriptions for SAP Training

SAP/IRIS Overview Courses

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UK_100 IRIS Awareness & Navigation

Now available on myTraining at myUK > Employee Self-Service > Training

The course is intended to give the participant an introductory, high-level overview of the Integrated Resource Information System (SAP/IRIS), which is used to manage the University's administrative business needs with the following key system modules: Financials (FI), Grants Management (GM), Procurement/Materials Management (MM), Human Resources/Payroll (HR), Student Lifecycle Management (SLCM), and Plant Maintenance (PM).

This Level 100 course will cover SAP/IRIS access and security issues, the training process, basic navigational functions, system-wide concepts, and where to acquire help during and after training.

UK_100 serves as a prerequisite course for all other module overview (Level 200) and role-based (Level 300) training courses.

SLCM_200 Student Lifecycle Management Overview

This course provides a general overview of Student Lifecycle Management processes and functionality in IRIS. All employees who will be using the SLCM module are required to attend this course. Course content includes:

  • Student File
  • Student Master Data
  • Student File
  • Stops/Holds
  • Program of Study
  • Class Schedule
  • CM Terminology
  • Program Catalog
  • Module Catalog

Note: UK_100 is a prerequisite for SLCM_200.

SLCM_WP_230 SLCM Faculty Overview

This course is intended for faculty members who have the need to access more than the grading functionality. The course covers basic navigation and includes a high-level overview of SLCM, training on grading (same content as SLCM_WP_210), and lifting of advisor holds.

Note: If grading is the only functionality desired, this course is not mandatory. However, it is a prerequisite for all other campus management courses.

FI_200 Finance Overview

This course is intended to give the General User an overview of the four financial modules within SAP/IRIS. The following topics will be covered through demonstrations and hands-on practice:

  • UK account structures
  • Financial account management
    • General ledger accounts
    • Displaying cost objects (accounts)
    • Typical general ledger transactions
  • Funds management
    • Displaying funds and fund centers
  • Grants management
    • Displaying grants
  • Controlling management
    • Displaying controlling master data
    • Executing the UK Available Budget report

Note: FI 200 is a prerequisite for all 300 level financial courses.

Note: UK_100 is a prerequisite for FI_200.

FI_GM_200 PI Grant Budgeting Overview

This course is designed to help participants gain an understanding of the tools available for analyzing Grants Management (GM) data and become familiar with related terms and concepts. This course will include demonstrations of the required activities in the following:

  • Budgets for Grants
  • Reports

Note: UK_100 is a prerequisite for FI_GM_200.

HR_200 Human Resources Overview

This course is intended to give the participants an overview of the Human Resources processes and the functionality of the HR module in IRIS. All employees who will be using the HR modules in IRIS are required to attend this class first. Objectives are:

  • Overview of the various components in Human Resources management
  • Organizational Elements & Structures
  • Personnel Administration
  • Benefits
  • Time Management
  • UK Payroll Process
  • Reporting

Note: UK_100 is a prerequisite for HR_200.

Note: HR_200 is a prerequisite for all 300 level human resource courses.

MM_HI_200 MM Navigation and Display

This course is designed to assist end-users with general IRIS navigation and display of information relevant to Hospital Inventory. Employees will learn how to log on to myUK portal, use the SAP Easy Access menu, and display MM data such as material master, storage location, hospital requisitions, hospital purchase orders, search for requisitions and purchase orders by material, vendor, or cost object, and vendor master data.

Budget Preparation (BPS) Course for End-users

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This course is designed to instruct business officers on all aspects of preparing the annual operating budget for the University of Kentucky. It covers the series of events outlined in the operating budget calendar. The Business Planning Simulation system (BPS) is SAP/IRIS's tool used for planning and creating budgets. BPS is fully integrated with BW and uses similar functionality.

This course is restricted to approved upper level business officers who have the responsibility to enter new fiscal year budgets into the system. Course registration is completed through the Area Fiscal Officers.

Prerequisities: BEX_300

Business Intelligence Courses for End-users

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BEX_300 BW BEx-Web Reporting (Web-based)

This course is intended to familiarize users with the SAP Business Information Warehouse (BW): Business Explorer Web Application (BEx-Web) environment. Topics covered:

  • Getting into BEx-Web
  • Screen Navigation
  • Dealing with Parameters
  • Data Analysis
  • Drill downs
  • Filters
  • Saving Changes
  • Exporting to Excel
  • Graphs
  • Reporting Requirements Document

BEX_300 is available online on the myHelp web site.

BEX_SLCM_300 BEx-Web Reporting for SLCM Users

This course will cover the same content as BEX_300, but will be geared to SLCM users. Selected SLCM data will be used in queries in the class.

Note: Participants must already have a SLCM role in SAP/IRIS and completion of UK_100 and SLCM_200 is a plus.

BEX_305 BEx-Analyzer for Power Users

This course is intended to familiarize Power Users with the SAP Business Information Warehouse (BW): Business Explorer-Analyzer (BEx-Analyzer). After attending this class, participants should be able to create, run, modify, and save BEx Queries in the production environment. Participants must pass a skills test to obtain the Power User Role in Production.

Note: BEX_300 (or BEX_SLCM_300) is a prerequisite for BEX_305.

BEX_SLCM_305 BEx-Analyzer for SLCM Power Users

This course is intended to familiarize SLCM Power Users with the SAP Business Information Warehouse (BW): Business Explorer-Analyzer (BEx-Analyzer). After attending this class, participants should be able to create, run, modify, and save BEx Queries in the production environment. Participants must pass a skills test to obtain the Power User Role in Production.

Note: Participants must already have a SLCM role in SAP/IRIS and completion of UK_100 and SLCM_200 is a plus. BEX_SLCM_300 (or BEX_300) is a prerequisite for BEX_SLCM_305.

BI_BOBJ_200 Business Objects for End Users

Business Objects is a new reporting environment being offered on the myUK portal. It uses a web interface with an interactive-mode for power users, and a display mode for end users. It supports conditional formatting, alerts, and drill-downs. Business Objects also provides the ability to join multiple data sources to create ad-hoc reports (not taught in this course, however).

This optional course focuses on how the end user displays and updates a Business Objects report, including an overview of available exporting options. Topics include an overview of the BOBJ screens, changing variables, exporting a report, and tracking data changes.

Note: This course is NOT required to receive BOBJ End User access. If you do not have access to Business Objects reports and would like to have access, please check with your Business Officer or Area Security Officer (ASO). Your ASO will have to authorize your access.

BI_BOBJ_300 Business Objects for Power Users

Business Objects is a new reporting environment being offered on the myUK portal. It uses a web interface with an interactive-mode for power users, and a display mode for end users. It supports conditional formatting, alerts, and drill-downs. Business Objects also provides the ability to join multiple data sources to create ad-hoc reports (not taught in this course, however).

This course focuses on how to run, modify, and create a Business Objects report, including an overview of the reporting and editing options that are available.

Note: UK_100 and BI_BOBJ_200 are prerequisites for BI_BOBJ_300.

BI_BOBJ_301 BOBJ Lab for Power Users

Note: This course MUST be on your training plan in order to take it!

BOBJ Lab for Power Users is the laboratory course which is the supplement course to BI_BOBJ_300 disgned to provide system access to Power Users.

This course provides the user with the opportunity to practices skills taught in BI_BOBJ_300 including running, modifying, and creating a Business Objects report.

Note: UK_100, any level 200 Overview course, BI_BOBJ_200, and BI_BOBJ_300 are prerequisites for BI_BOBJ_301.

Financials (FI) and Materials Management (MM) Courses for End-users

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APP_310 Approvers

This course is intended to give participants an understanding of the Requisitioning Approval process through the introduction of related terms and concepts. If your sole function in the system is an Approver, this is the only course you are required to take. This course will also provide demonstrations and practice of the required activities in the Requisitioning Approval process. Objectives covered:

  • Use SAP Workflow to review requisitions requiring approval
  • Release Requisitions
  • Reject Requisitions
  • Reporting on Purchase Orders and Requisitions

Note: UK_100 and FI_200 are prerequisites for APP_310.

FI_FES_315 FES Client Data Processing and Actions

This course covers the purpose and method used for reporting faculty effort at the University of Kentucky in FES Client. The Distribution of Effort (DOE) form is the method utilized, and in this course users will learn how to complete both the detailed effort and payroll distribution sections of the DOE. DOE processing also includes generating a matrix, performing an AVC check, printing the DOE form, and obtaining the necessary approvals. Instructions on inserting new DOE versions and viewing a DOE in IRIS will be covered, as well as information on using the functionality of the Prealert and Track Processing modules of FES client.

Note: UK_100 is the prerequisite for FI_FES_315. Having foreknowledge of basic IRIS Human Resources and Finanace functions and terminology would also be very beneficial, but is not required.

FI_GM_310 Grants Analysis

This course is intended to give the participants an understanding of the tools available for analyzing Grant Management Data through the introduction of related terms and concepts. The participants for this course are those employees across campus who are required to display detailed grant information. This course will provide demonstrations and practice of the required activities in the following:

  • Master Data
  • Budgets for Grants
  • Billing
  • Reports

Note: UK_100 is a prerequisite for FI_GM_310.

FI_GM_315 Grants Analysis Refresher

This course is designed for business officials who need to look at reporting and answer specific questions regarding grants for which they have day-to-day management responsibility.

Note: UK_100 and FI_GM_310 are prerequisites for FI_GM_315.

FI_GM_320 Advanced Cost Sharing

Instruction on posting cost sharing through HR and FI.  Cost sharing report variants and settings will be shared along with tips on finding cost sharing balance.

FI_GU_310 General Ledger Account Documents (JVs)

This course is intended to give the General User a solid understanding of creating and parking general ledger account documents (JVs). The following topics will be covered through demonstrations and hands-on practice:

  • General ledger document creation
  • Parking GL documents
  • Displaying parked and posted GL documents
  • Changing a FI document
  • Parking a GL document from an Excel spreadsheet

Note: UK_100 and FI_200 are prerequisites for FI_GU_310.

FI_GU_320 Statistical Internal Orders

This course is intended to give the General User a solid understanding of using statistical internal orders to enhance internal reporting. The following topics will be covered through demonstrations and hands-on practice:

  • Statistical internal order concepts and application
  • Internal order lifecycle process
  • Purpose of statistical internal orders
  • Using IOs in journal entries and requisitions
  • Executing IO reports

Note: UK_100 and FI_200 are prerequisites for FI_GU_320.

FI_PC_300 Procard Editing

This course will provide information about editing procurement card purchases in IRIS.

Note: This course does not cover cardholder responsibility, ordering procedures, documentation requirements or types of purchases allowed and no cards are distributed. These items are discussed in a separate "Cardholder Training" course taught through the Controller's Office. Times and dates for this separate course will be set by the Procurement Card Program Administrator who will initiate contact with the card applicant.

Note: UK_100 and FI_200 are prerequisites for FI_PC_300.

MM_HI_300 Materials Handlers

This course is intended to give the participants an understanding of daily inventory management functions, along with an overview of inventory processes and material master records. Various movement types will be discussed:

  • Consumption to cost centers
  • Goods issue for consignment
  • Transfer from SLOC to SLOC
  • Daily replenishment

Other subjects covered include daily inventory cycle counts, the updating of material quantities, supplies received from vendors, and the maintenance of emergency supply carts.

PUR_330 Advanced Purchasing

This is an advanced course designed for users who have already taken REQ_300 and/or REC_320. The information offered in this course gives users the opportunity to take their requisition and receiving skills to the next level.

    Areas to be covered in this course include:
    Requisitions:
    • Attaching a quote to a Requisition
    • Status of a Requisition
    • Vendor Address Types on a Requisition
    • Deferred Budget Requisitions
    Purchase Order Status:
    • Shipping and Handling Fees on a Purchase Order
    • Encumbrances on a Purchase Order
    • Vendor Payment and Check Information
    Reporting:
    • Year end Reporting
    • Open PO Reporting
    Workflow:
    • Detailed Workflow Information

Note: UK_100, and either REQ_300, APP_310, or REC_320 are prerequisites for PUR_330.

REC_320 Receiving

This course is intended to give the participant an understanding of the Receiving process through the introduction of related terms and concepts. The course provides instructions for processing a goods receipt and cancelling a good receipt. Participants will have hands-on proactice in executing the various transactions covered in this course.

Note: UK_100 is a prerequisite for REC_320.

REQ_300 Requisitions

This course is intended to give participants an understanding of the Requisitioning process through the introduction of related terms and concepts. This course will also provide demonstrations and practice of the required activities in the Requisitioning process.

  • IRIS terminology
  • Basic functions of the UK procurement process
  • Organizational elements and Master Data
  • Maintain Requisitions
  • Workflow concepts
  • Reporting on purchase orders

Note: UK_100 is a prerequisite for REQ_300.

Human Resources/Payroll (HR) Courses for End-users

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HR_OM_320 Position Creation

This course is intended to give departmental Business Officers and business office staff an understanding of and the instructions for creating, displaying, and maintaining faculty, student, and temporary positions. Explanation of the various Organizational Management (OM) objects and position attributes involved will also be covered. A Practice Guide is available for participants who wish to have hands-on practice in executing the various transactions covered in this course, but it is not a requirement for completing the course. Participants must successfully pass the Check for Understanding questions and the Position Creation Assessment in order to complete and receive credit for this course.

Note: UK_100 and HR_200 are prerequisites for HR_OM_320.

HR_PA_300 Personnel Administration

This course is intended to give the participant an understanding of and the instructions for properly maintaining employee master data records, such as address changes, creating additional payments, creating recurring payments/deductions, etc. Participants will have hands-on practice in executing the various transactions covered in this course.

Note: UK_100 and HR_200 are prerequisites for HR_PA_300.

HR_PA_310 Personnel Administration Actions

This course is intended to give departmental Business Officers and Personnel Administrators an understanding of and the instructions for properly executing various Personnel Administrative Actions, such as hiring, additional assignments, position changes, separations, etc. Generating and printing the required Payroll Authorization Record (PAR) is also covered. A Practice Guide is available for participants who wish to have hands-on practice in executing the various transactions covered in this course, but it is not a requirement for completing the course. Participants must successfully pass the Check for Understanding questions and the PA Actions Assessment in order to complete and receive credit for this course.

Note: UK_100, HR_200, and HR_PA_300 are prerequisites for HR_PA_310.

HR_PA_340 Faculty Hiring Actions (Web-based)

This course is intended to give business officers and business office staff an understanding of how to handle personnel administrative actions for faculty. This course will provide faculty-specific information through demonstrations and practice of the required activities in the following:

  • Faculty action requirements
  • Faculty-related infotypes
  • Personnel administration actions for faculty

Note: UK_100, HR_200, HR_PA_300, and HR_PA_310 are prerequisites for Hr_PA_340.

HR_TM_300 Time Management

This course is intended to give the participants an understanding of the Time Administration processes through the introduction of related terms and concepts. This course will provide demonstrations and practice of the required activities. Participants must successfully pass a hands-on assessment in order to receive credit for this course. Course Learning Objectives:

  • Become familiar with the IRIS Time Management processes
  • Execute the three steps involved in the time entry process
  • Create selection variants for working with multiple employees
  • Work through various system messages
  • Display absence quotas
  • Process various pay-outs upon separation or retirement

Note: UK_100 and HR_200 are prerequisites for HR_TM_300.

Plant Maintenance (PM) Courses for End-users

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PM_WO_300 Work Order Processing

This course walks participants through the Plant Maintenance Work Order process in IRIS. Topics include:

Note: PM_UK_100 is prerequisite for PM_WO_300.

PM_WO_310 Work Order Components (Web-based)

This course focuses on the Components Tab within a work order for Plant Maintenance. It includes requesting both materials and services required to process the work order. Topics include:

  • PM components process through the work order
  • Stock, Non-Stock, and Non- File components
  • Entering requests for materials/services on the Components Tab to generate through the work order
  • Changing components on a work order
  • Canceling components on a work order
  • Entering item long text on a work order
  • Attaching documents to a work order
  • Releasing approvals

Note: PM_UK_100 and PM_WO_300 are prerequisites for PM_WO_310.

Student Lifecycle Management (SLCM) Courses for End-users

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SLCM_200 SLCM Overview (Web-based)

This course provides a general overview of Student Lifecycle Management processes and functionality in IRIS. All employees who will be using the SLCM module are required to attend this course. Course content includes:

  • Student File
  • Student Master Data
  • Student File
  • Stops/Holds
  • Program of Study
  • Class Schedule
  • CM Terminology
  • Program Catalog
  • Module Catalog

SLCM 200 is available only as an online course on the myHelp web site.

Note: UK_100 is a prerequisite for SLCM_200.

SLCM_AD_300 Event Planning

This course is intended to teach end-users how to build the schedule of classes. The course will include:

  • Creation/change/display of Modules (courses)
  • Event Packages (Course Sections)
  • Events (Activities within a section)
  • Resource assignment (instructors and rooms where applicable)

Note: UK_100 and SLCM_200 are prerequisites for SLCM_AD_300.

SLCM_AD_310 Student Records (Web-based)

This course is intended for end-users in the colleges and other departments who update student information.
The content will use the IRIS (SAPGUI) interface and will include:

  • Viewing of Student File and Master Data
  • Change of Program and Academic Specializations (majors, minors, options and
     specializations)
  • Stops/Holds
  • Academic Progression
  • Catalog Requirements
  • Advisor Assignment
  • Viewing of external transcripts/test scores and UK transcripts (Academic history)
  • Student Notes
  • Viewing of transfer work

Note: UK_100 and SLCM_200 are prerequisites for SLCM_AD_310.

SLCM_AD_315 Booking Rules (Web-based)

This course is designed to teach users how to view, add, and remove restrictions on courses and course sections through myUK portal. Restrictions include:

  • Classification Rules (freshmen, sophomore, etc.)
  • College Rules
  • Major/Minor Rules
  • Special Rules (controlled enrollment, teacher education program, etc.)

Note: UK_100, SLCM_200, and SLCM_AD_300 are prerequisites for SLCM_AD_315.

SLCM_AD_320 Booking (Web-based)

This course is intended to teach end-users about the administrative booking (course registration) process. It will cover booking through the web portal. Content includes:

  • Student search
  • Check for holds/stops
  • Booking (course registration)
  • Add/drop
  • Grading Option change
  • Ability to override restrictions
  • Student schedule
  • Student booking window
  • Waitlisting

Note: UK_100 and SLCM_200 are prerequisites for SLCM_AD_320.

SLCM_AD_340 Program of Study and Majors

This course is required for all end users who will be responsible for making program of study and major changes. The course includes:

  • Program of Study and Major Characterisitics
  • Change Date Guidelines
  • Indentifying Common Errors
  • Main Program of Study Changes
  • Adding Second Program of Study Changes
  • Adding Priority 1 Majors
  • Adding Priority 2 Majors
  • Priority 1 and 2 Major Changes
  • Minors, Options, Specialties, and Sub-specialties

Note: UK_100, SLCM_200, and SLCM_AD_310 are prerequisites for SLCM_AD_340.

SLCM_CA_310 Student Account Balance Display (Web-based)

This course is intended to give the participants an understanding of the navigation for these particular transactions. Users who need only this class and no other IRIS courses will not be required to attend overview courses, as basic navigation will be taught in this session. The participants will also be able to view a student master record and student-related transactions.

SLCM_WP_210 Grading (Web-based)

This course is intended to teach end-users about the grading process using the web portal. Content includes:

  • Look-up of courses/sections for grading
  • How to enter grades
  • Grade validity
  • Correction of errors, if applicable
  • Retrieve grades from Blackboard grade book
  • Saving grades before submission
  • E-mail notification after grades submitted
  • Grade change process once grades have been submitted
  • Electronic class rolls
  • Signing the Statement of Responsibility

SLCM_WP_220 Overrides (Web-based)

This course is for the administrative user who needs to give a student the ability to override a restriction on a course or section to allow the student to register for that course/section. The content will include instruction on how to:

  • Navigate the myUK Portal to the Overrides Section
  • Conduct a Student Search
  • Conduct a Course Search
  • Select the Appropriate Section or Sections for the Override
  • Issue an Override to the Student
  • Remove an Override from a Student

Note: UK_100 and SLCM_200 are prerequisites for SLCM_WP_220.

SLCM_WP_230 Faculty SLCM Overview (Web-based)

This course is intended for faculty members who have the need to access more than the Grading functionality. (NOTE: If grading is the only functionality desired, this course is not mandatory.) Course includes content from the Grading course, as well as:

  • Student search
  • Student Master Data
  • Student File
  • Stops/Holds
  • Program of Study
  • Class Schedule
  • CM Terminology

Grading Portion:

  • Look-up of courses/sections for grading
  • Grade entry
  • Correction of errors, if applicable
  • Saving of grades before submission
  • E-mail notification after grade submission
  • Grade change process once grades have been submitted
  • Electronic class rolls

SLCM_WP_310 Advising (Web-based)

This course is intended for faculty/staff members who serve as academic advisors. The content will include:

  • Student search
  • Student academic record
  • View holds/stops
  • Placement and removal of advisor hold
  • Advising contact – Notes
  • Advising contact – Course recommendations
  • Student booking (registration) windows
  • View transfer work
  • Admitted program/major
  • Connection to APEX

Note: UK_100 and SLCM_200 are prerequisites for SLCM_WP_310.