IT Learning and Development
View Menu

Filter by service or technology:

Penn State Financial: Getting Started with Using IBIS on the Mainframe (CCOM) Handout

Penn State Financial: Getting Started with Using IBIS on the Mainframe (CCOM) Handout

An overview of IBIS concepts, using CCOM to generate reports and complete financial processes.

Faculty
Staff
Documentation
Collaboration
Data
Penn State Financial System
Digital Signage at Penn State: Advanced Features

Digital Signage at Penn State: Advanced Features

This document introduces some of the advanced features of the Digital Signage software and how to use them.

Staff
Documentation
Communication
Digital Signage
Digital Signage at Penn State: The Basics

Digital Signage at Penn State: The Basics

This document is an introduction to the Digital Signage software and instruction on how to use this software to create digital signage tailored to your needs.

Staff
Documentation
Communication
Digital Signage

Office 365: Forms Learning Path

Submitted by kaw160 on Tue, 04/24/2018 - 12:20
Microsoft Forms is a web-only application that enables you to create, distribute, and analyze quizzes and forms. This Forms Learning Path supports Penn State faculty, staff, and students looking to gather information using quizzes or forms. Quizzes are used for general assessment, while forms are used as information-gathering tools, such as surveys or polls. This learning path teaches you how to create, customize, share, and analyze results from forms and quizzes, individually or collaboratively using Microsoft's Office 365 Forms. Follow this learning path in order of the modules or choose individual topics to review.
Faculty
Staff
Learning Path
Collaboration
Communication
Teaching and Learning
Microsoft O365
Microsoft Forms

Office 365: Sharing and Collaboration Learning Path

Submitted by lek136 on Fri, 01/19/2018 - 15:41
This Sharing and Collaboration Learning Path supports all Penn State faculty, staff, and students wanting to share and collaborate on files. Choose the appropriate tool to fit your needs. Find additional information about using Microsoft tools like OneDrive for Business, Groups, Teams, and SharePoint Online.
Faculty
Staff
Learning Path
Collaboration
Communication
Microsoft Outlook
Microsoft Teams
Microsoft SharePoint
Microsoft OneDrive
Microsoft O365
Penn State Financial: Getting Started with Processing Electronic Forms Using IBIS

Penn State Financial: Getting Started with Processing Electronic Forms Using IBIS

This hands-on workshop is designed for first-time users of Penn State’s Integrated Business Information Systems (IBIS) and will provide an overview of the system. The session also provides helpful information for more “seasoned” users who have had no formal training on processing forms. This session will explore IBIS financial concepts, such as sub-accounting, posting, and reporting.

Objectives:

  • Log in to IBIS
  • Navigate a variety of IBIS forms
  • Create electronic forms (SRFC, IDCC, ROCR)
  • Browse and retrieve forms
  • Resolve transaction details into Financial Account Numbers (FANS)
  • Use available online documentation

Prerequisite(s): IBIS access is required and an assigned Secure-ID token must be brought to the session to participate.

Staff
Live Training: In-Person
Data
Penn State Financial System
Penn State Financial: Getting Started with Processing Electronic Forms Using IBIS Answer Key

Penn State Financial: Getting Started with Processing Electronic Forms Using IBIS Answer Key

Answer key to the test for Penn State Financial: Getting Started with Processing Electronic Forms Using IBIS.

Faculty
Staff
Documentation
Collaboration
Data
Penn State Financial System
Penn State Financial: Getting Started with Processing Electronic Forms Using IBIS Handout

Penn State Financial: Getting Started with Processing Electronic Forms Using IBIS Handout

An introduction to processing electronic forms in IBIS.

Faculty
Staff
Documentation
Collaboration
Data
Penn State Financial System
Penn State Financial: Getting Started with Using IBIS on the Mainframe (CCOM)

Penn State Financial: Getting Started with Using IBIS on the Mainframe (CCOM)

This hands-on workshop provides participants with a general, conceptual overview of the IBIS Financial System on the mainframe, or CCOM. This session will explore IBIS financial concepts, such as sub-accounting, posting, and reporting.

Objectives:

  • Identify sub-accounting concepts, including cost centers and sub-objects
  • Create, Maintain, and End cost centers (UCCA)
  • Set Overdraft controls (UDOD)
  • Encumber financial transactions to University accounts (UENC)
  • Maintain encumbrances and tiebacks (UENC)
  • Resolve FANS on forms and batch details (CRFN)
  • Update Department Free Space and Description (UDFS)
  • View transaction details (budget/income/expense) on University accounts
  • Utilize mainframe reporting (ICAG, ISTR, BEAD)
  • Redistribute funds among cost centers (RACC, RECC, RBCC)
  • Display and correct posting errors (BCDE)

Prerequisite(s): IBIS access is required and an assigned Secure-ID token must be brought to the session to participate; Penn State Financial: Intro to IBIS Electronic Forms Processing (IBIS) or equivalent knowledge and skills in processing EASY electronic forms.

Staff
Live Training: In-Person
Data
Penn State Financial System
Penn State Financial: Getting Started with Using the Financial Information Tool (FIT)

Penn State Financial: Getting Started with Using the Financial Information Tool (FIT)

This hands-on workshop provides participants with a general introduction to the IBIS Financial Information Tool, a financial reporting tool.

Objectives:

  • Use standard FIT reports
  • Create and customize reports on an account or cost center
  • Review financial details on an account or cost center
  • Export financial details or reports
  • Drill down to the form that created the financial details

Prerequisite(s): IBIS access is required; however, an assigned Secure-ID token is not needed to participate in the session; Penn State Financial: Intro to IBIS Electronic Forms Processing (IBIS) and Penn State Financial: IBIS Financial on the Mainframe (CCOM) or equivalent knowledge and skills in processing EASY electronic forms and using mainframe reporting functions in IBIS financial.

Staff
Live Training: In-Person
Data
Penn State Financial System

Pages