KFS Training

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

2. KFS Training Project Objectives • 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 Contact us at kfs@umd.edu

3. KFS Training Project Training Overview • 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 Contact us at kfs@umd.edu

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

6. Training Delivery Methods KFS Training Registration Page

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. Training Delivery Methods KFS Online Tutorials

9. Training Delivery Methods • 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

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

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

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

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

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

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

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

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

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

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

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

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 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 WILL need access to KFS and will participate in KFS training if you execute any the following activities 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. Questions? Contact us at kfs@umd.edu

23. KFS Brown Bag Series Here is the latest schedule for the KFS Brown Bag Series! • 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 ofSalary Transfers For the current schedule of dates and locations, please see the latest Brown Bag schedule at http://vpaf.umd.edu/kuali/brownbag.html - all meetings will be held from 12:00p – 1:00p * Dates, locations and topics subject to change

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

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