1. Contact us at kfs@umd.edu1 KFS Training

2. Objectives 2 Contact us at kfs@umd.edu KFS Training Project Understand how campus training will work View the Training Registration Tool Learn how to register for a workshop Learn how to view KFS Online Tutorials using the UPK Player

3. Training Overview 3 Contact us at kfs@umd.edu KFS Training Project Train the Trainer (T3) 30 trainers have been identified across multiple departments/colleges Trainers will participate in an adult education course Campus Training Campus users will have access to online tutorials, printed PDF training manuals, and instructor-led training sessions. Online tutorials will be accessed using the UPK Player hosted on the web server 10 different instructor led courses will be available to campus

4. 4 Training Delivery Methods Instructor Led Training Key Features The ratio of 1:15 instructor: participants will be used. Each workshop will consist of a step-by-step training manual and supporting documentation. Prior to registration please get authorization to attend classroom training from your supervisor.

5. Where will training be held? 5 Contact us at kfs@umd.edu KFS Training The Severn Building

6. 6 Training Delivery Methods KFS Training Registration Page

7. 7 Training Delivery Methods User Productivity Kit (UPK) Online Tutorials Key Features Online Tutorials provide a self-paced learning guide. All users will be required to take the Online Fundamentals prerequisite. 24/7 access to learning content. Training is delivered just-in-time. Provides users with a flexible training schedule.

8. 8 Training Delivery Methods KFS Online Tutorials

9. 9 Drop-In Working Labs Key Features Provides a one to one learning environment. Allows the trainer/facilitator to provide more focused attention to each individual. Focuses on a specific task and allows user to take refresher courses when needed. Does not require a lot of preparation time. Allows users to bring in assignments to work on with someone who knows the process on-hand. Dates and Times TBD Will be held at the Patapsco Building room 2111 Brown Bag/Sessions Key Features Focuses one topic at a time. Provides a fast refresher course to individuals who have already attended training. Does not require a lot of preparation time. Does not require use of a training lab nor computers. Dates and Times TBD Locations TBD Training Delivery Methods

10. How Much Training Do I Need? 10 Contact us at kfs@umd.edu ? ?? KFS Training

11. As a Dean or Department Chair I May Need? 11 Contact us at kfs@umd.edu Intro to KFS KFS 100 1.5 hour Intro to KFS KFS 100 1.5 hour Document Approver KFS 102 1.5 hours Document Approver KFS 102 1.5 hours Total Hours of Training: 3.0 KFS Curriculum Map

12. As a College Business Officer (CBO) I May Need? 12 Contact us at kfs@umd.edu Total Hours of Training: 15 Intro to KFS KFS 100 1.5 hours Intro to KFS KFS 100 1.5 hours KFS Basics KFS 101 3.0 hours KFS Basics KFS 101 3.0 hours FIN Basics FIN 101 2.5 hours FIN Basics FIN 101 2.5 hours FIN Interm FIN 200 1.5 hours FIN Interm FIN 200 1.5 hours CAM Basics CAM 101 1.5 hours CAM Basics CAM 101 1.5 hours KFS Curriculum Map PUR Vendor Basics PUR 101 3.5 hours PUR Vendor Basics PUR 101 3.5 hours Labor LBR 101 1.5 hours Labor LBR 101 1.5 hours

13. KFS Curriculum Map 13 Contact us at kfs@umd.edu Intro to KFS KFS 100 1.5 hour Intro to KFS KFS 100 1.5 hour KFS Basics KFS 101 3.0 hours KFS Basics KFS 101 3.0 hours COA Basics COA 101 3.0 hours COA Basics COA 101 3.0 hours COA Interm COA 200 1.5 hours COA Interm COA 200 1.5 hours FIN Journal Entries Basics FIN 101 2.5 hours FIN Journal Entries Basics FIN 101 2.5 hours PUR Vendor and PO Basics PUR 101 3.5 hours PUR Vendor and PO Basics PUR 101 3.5 hours Labor LBR 101 1.5 hours Labor LBR 101 1.5 hours FIN Interm FIN 200 1.5 hours FIN Interm FIN 200 1.5 hours = KFS Prerequisite = Chart of Accounts = Financial Processing = Purchasing = Capital Asset Management Document Approver KFS 102 1.5 hours Document Approver KFS 102 1.5 hours CAM Basics Post Go- live CAM 101 1.5 hours CAM Basics Post Go- live CAM 101 1.5 hours = Doc Approver = Labor PUR Req for Assets PUR 102 1.5 hours PUR Req for Assets PUR 102 1.5 hours Total Hours of Training: 22.5

14. KFS Fundamentals 14 Contact us at kfs@umd.edu KFS Curriculum Map

15. KFS Document Approver 15 Contact us at kfs@umd.edu KFS Curriculum Map

16. KFS Chart of Accounts (COA) 16 Contact us at kfs@umd.edu KFS Curriculum Map

17. KFS Financial Processing (FIN) 17 Contact us at kfs@umd.edu KFS Curriculum Map

18. KFS Purchasing (PUR) 18 Contact us at kfs@umd.edu KFS Curriculum Map

19. KFS Capital Asset Management (CAM) 19 Contact us at kfs@umd.edu KFS Curriculum Map

20. Labor (LBR) 20 Contact us at kfs@umd.edu KFS Curriculum Map

21. 21 KFS User Profile The following guidance will help you make a decision on who will need access to KFS, and who will need to participate in training, or not: You WILL need access to KFS and will participate in KFS training if you execute any the following activities today: You verify Receiving for Goods or Services purchases You submit or approve Paper Requisitions You enter or process Journal Vouchers You request Accounts to be created You process Payroll Transfers You create/enter or approve ELF Small Procurement forms, Master Contracts, and/or Miscellaneous Payment Requests You create or maintain Vendors You look up Payments and Purchase Orders through ProWeb You work in FFX for Capital Asset Management You view/download Reports through FRS Web You will NOT need access to KFS or need KFS training if your system activities are limited ONLY to one or all of the following transactions today: You only enter timesheets You only utilize the Cash Management /Bursar systems You only interact with the SAR Student system You only enter Travel & Expense in the system today - PCards or TCards 21

22. 22 Contact us at kfs@umd.edu

23.  May 8, 2013 – KFS Contracts and Grants  May 22, 2013 – KFS Capital Assets  June 5, 2013 – KFS Receiving and Invoices  July 17, 2013 – KFS Reporting  July 31, 2013 – KFS Reporting  August 14, 2013 – KFS – What about Training?  August 28, 2013 – KFS Internal Billing  September 4, 2013 – What is KFS and why are we doing it now?  September 11, 2013 – KFS – What about Training?  September 18, 2013 – KFS Requisitions  October 2, 2013 – Labor Distribution and Preparation of Salary Transfers 23 KFS Brown Bag Series For the current schedule of dates and locations, please see the latest Brown Bag schedule at http://vpaf.umd.edu/kuali/brownbag.htmlhttp://vpaf.umd.edu/kuali/brownbag.html - all meetings will be held from 12:00p – 1:00p * Dates, locations and topics subject to change Here is the latest schedule for the KFS Brown Bag Series!

24. For more information on KFS and to view past Brown Bag Recordings: 24 Contact us at kfs@umd.edu … Check out updates to the VPAF KFS page … http://vpaf.umd.edu/kuali/index.html

25. For additional information regarding this presentation, please contact:  John Farley  (301) – 405 2546  jfarley@umd.edu 25 Contact us at kfs@umd.edu Contact Us  KFS  (301) – 405-3020  KFS@umd.edu