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UT Share Financial Topics

DescriptionUPK Training Guides Job Aids Reference Materials
Asset Management UPK
Maintain Asset Information Training Guide
View Asset Basic Information Page Job Aid
Modify an Asset Location Job Aid
Modify an Asset Custodian Job Aid
Financial Reports and Queries UPK
Reports Manager Training Guide
View an Existing Report Job Aid
Using My Reports Pagelet Job Aid
Query Viewer Training Guide
View an Existing Query Job Aid
Add Query to Favorites Job Aid
Remove Query from Favorites Job Aid
Journal Entry UPK PowerPoint
IDT Journal Entry Training Guide Quick Ref Guide
Create an IDT Journal Job Aid
Review Journal Status Job Aid
Copy an IDT Journal Job Aid
Delete an IDT Journal Job Aid
Attach Document to a Journal Job Aid
Managing Department Funds UPK PowerPoint
Commitment Control Training Guide Quick Ref Guide
Review Budget Details Job Aid
Create Budget Overview Inquiry Job Aid
Review Budget Overview Inquiry Job Aid
Delete a Budget Overview Inquiry Job Aid
Grants Management Training Guide
Review Award Profile Job Aid
Review Project Information Job Aid
Review Budget Details for a Grant Job Aid
Crosswalk from *DEFINE to UTShare Training Guide Quick Ref Guide
Find a General Ledger Account Job Aid
Find a Department Code Job Aid
Find ChartField Values Job Aid
Purchasing Card (ProCard) UPK PowerPoint
Manage ProCard Training Guide
ProCard Transaction Page Overview Job Aid
Reconcile ProCard Statements Job Aid Quick Ref Guide
Split Account Distributions Job Aid
Split Transaction Lines Job Aid
ProCard Distribution Template Job Aid
Dispute ProCard Transaction Job Aid
Resolve Disputed Transaction
Approve ProCard Statement Job Aid
Purchasing Goods and Services UPK
Prepare a Requisition Training Guide PowerPoint
Create a Requisition using Special Item Request Job Aid Quick Ref Guide
Create a Requisition using a Web Catalog Job Aid Quick Ref Guide
Using Line Defaults on a Requisition Job Aid
Add Attachments and Comments to Requisition Job Aid
Split Expense between ChartField Values Job Aid
Requisition Item Selection Training Guide
Create a Personal Template Job Aid
Create a Requisition Using a Template Job Aid
Create a Favorites List Job Aid
Create a Requisition Using Favorites Job Aid
Manage Requisitions Training Guide
Manage Requisition Life Cycle Overview Job Aid
View the Life Cycle of an Existing Requisition Job Aid
Copy a Requisition Job Aid
Edit a Requisition Job Aid
Cancel a Requisition Job Aid
Re-Open a Requisition Job Aid
View a Printable Version of Requisition Job Aid
Receive Order (Items) Job Aid
Desktop Receiving Training Guide Quick Ref Guide
Receive Items Job Aid
Review Receipt Information Job Aid
Review Purchase Order Information Training Guide
Purchase Order Activity Summary Job Aid
Purchase Order Inquiry Job Aid
Print Purchase Order Job Aid
Prepare Payment Vouchers Training Guide PowerPoint
Create Non-Purchase Order Voucher Job Aid Quick Ref Guide
Create Purchase Order Voucher Job Aid Quick Ref Guide
Attach Document to Voucher Job Aid
Search for an Existing Voucher Job Aid
View Voucher Summary Page Job Aid
View Voucher Related Document Page Job Aid
View Voucher Error Summary Page Job Aid
Review Voucher and Payment Information Training Guide
Voucher Inquiry – View Vouchers by Voucher ID Job Aid
Voucher Inquiry – View Vouchers by Vendor Job Aid
Voucher Inquiry – View Vouchers by User ID Job Aid
Payment Inquiry – View Payments by Vendor Job Aid
Payment Inquiry – View Payments by Payment Reference ID Job Aid
Voucher Document Status – View Voucher and Payment Status Job Aid
View Scheduled Payments by Voucher ID Job Aid
View Scheduled Payments by Vendor Job Aid
View Scheduled Payments on Hold for a Vendor Job Aid
Manage Vendors Training Guide Quick Ref Guide
Add a New Vendor Job Aid
Attach Document to Vendor Job Aid
Search for Vendor using Vendor Information Page Job Aid
Search for Vendor using Review Vendor Page Job Aid
Travel and Expense UPK PowerPoint
Prepare Travel Authorization Training Guide Quick Ref Guide
Create Travel Authorization Job Aid
View Travel Authorization Job Aid
Return to Travel Authorization to Complete Job Aid
Prepare Cash Advance Training Guide
Create Cash Advance Job Aid
Attach Document to Cash Advance
View Cash Advance Job Aid
Return to Cash Advance to Complete Job Aid
Prepare Expense Report Training Guide
Create a Travel Expense Report Job Aid Quick Ref Guide
Create a Non-Travel Expense Report Job Aid Quick Ref Guide
Apply Cash Advance to Expense Report Job Aid
Attach Document to Expense Report Job Aid
View Expense Report Job Aid
Return to Expense Report to Complete Job Aid
Correct Errors on Expense Report Job Aid
Copy Transaction Lines on Expense Report Job Aid
Add Multiple Transaction Lines to Expense Report Job Aid
View Accounting Transactions for Expenses Training Guide
View Employee Payment History Job Aid
View Employee Expense History Job Aid
View Cash Advance Accounting Entries Job Aid
View Expense Report Accounting Entries
Maintain Employee Profile Training Guide
View Employee Profile Job Aid
Add Default ChartField Values
Modify Default ChartField Values
Modify Cost Center on Employee Profile Job Aid
Modify Project on Employee Profile Job Aid
UTA Flow Finance Forms UPK
UTA Flow Overview
UTA Flow Basic Information Job Aid
Change the Homepage View Job Aid
Electronic Finance Approval Forms
Requisition Job Aid
Payment Voucher Job Aid
Travel Authorization Job Aid
Travel Advance Job Aid
Expense Report
Budget Transfer Job Aid
Inter-Departmental Transfer Job Aid
Additional Information and Resources
Add Multiple Department Approvals Job Aid
UTA Flow Approval Process
Approve Finance Forms Quick Ref Guide

User Productivity Kit (UPK)

The User Productivity Kit, also known as UPK, is an online training tool that UTA employees will use to learn business processes. The UPK player allows you to view training content at your own pace and at a time that fits in your work schedule. The training content is delivered in an assortment of learning modes, called "Playback Modes". The simulation modes include three high quality, visual formats, which allow you to choose the mode most applicable to your individual learning style. The available playback modes are:

  • See It! – This mode allows you to learn by watching the topic. All of the required activities, such as moving the mouse and entering data, are completed automatically. You can pause, resume, and replay the training at any time.
  • Try It! – This mode is an interactive simulation that allows you to move through the steps. You will be prompted for mouse clicks and/or keystrokes to complete the task.
  • Know It! - This is an assessment mode that enables a user to test their knowledge. The user is instructed to complete a task, with little or no assistance, and is scored on how accurately they complete the steps.

Training Guide

The Training Guide contains step-by-step instructions and screenshots to help explain a business process.

Job Aid

The Job Aid contains concise step-by-step instructions, without screen shots, to help explain a business process.

Reference Materials

The Reference Materials section may consist of Quick Guides, Brochures or a PowerPoint presentation to help explain a business process.