INFORMATION CENTER

INFORMATION CENTER


SHARE Collaboration

SHARE Collaboration Center

Training




SHARE FIN 9.2 Training Overview

Below, you will find a breakdown of the types of SHARE Financials users, along with corresponding training. Please complete the required training for all finance users first and then use the list of user types to determine what additional training you need to take.


IMPORTANT NOTE:
You will access all training materials on SHARE’s Enterprise Learning Management system (ELM). Please navigate to ELM (ELM 101 Job Aid), search for the course number, and launch the training. Look for the ELM 101 job aid under the REQUIRED TRAINING FOR ALL FINANCE USERS section to learn how to access SHARE FIN 9.2 training materials. At the end of each training, you must take the final assessment through ELM in order to receive credit for course completion.



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If you still have questions about what training you need to take, please look at our training matrix.


The SHARE Upgrade Team will provide a training completion report to your CFO every week during the month of September.


Please visit the FIN Job Aids and Simulations section to access a list of helpful SHARE FIN 9.2 job aids and simulations related to the training materials below.







REQUIRED TRAINING FOR ALL FINANCE USERS

You must take the final assessment on ELM to get credit for the course. In ELM, search for the course numbers provided below. Click here to go to ELM.



Required Training:

  • ELM 101 Job Aid: This job aid provides an overview of navigation in SHARE FIN 9.2.


  • Intro to SHARE 9.2 Job Aid: This job aid provides an overview of navigation in SHARE FIN 9.2. It introduces users to basic terms, functionalities, and changes in the upgraded SHARE system.


  • Stop Sign
    Have you reviewed the ELM 101 Job Aid? If not, please look at it thoroughly before you take any of the SHARE FIN 9.2 trainings.




  • Intro to SHARE FIN 9.2 (Online Training): Search course number 1369 in ELM. This course provides an overview of SHARE FIN 9.2. It introduces users to the basic terms, functionalities, and changes in Finance 9.2.


  • Reporting 101 (Online Training): Search course number 1370 in ELM. This course provides information about how to run and retrieve reports in SHARE FIN 9.2.


  • Approval Workflow (Webinar recording): This course provides information about the approval workflow process for requisitions, purchase orders, vouchers, journal entries, and budget journals in SHARE FIN 9.2.
    (PDF presentation)






You must take the final assessment on ELM to get credit for the course. In ELM, search for the course numbers provided below.

Both the Purchasing and Payables Processing courses are recommended for all procurement users.

Click here to go to ELM.


Purchasing Users


Available Training:

  • SHARE FIN 9.2 Purchasing 101 (Online Training): Search course number 1373 in ELM. Pre-requisites: Intro to SHARE FIN 9.2 and Reporting 101. This course provides information about procurement contracts, requisitions, and purchase order processing.



Accounts Payable Users


Available Training:

  • SHARE FIN 9.2 Payables Processing 101 (Online Training): Search course number 1375 in ELM. Pre-requisites: Intro to SHARE FIN 9.2 and Reporting 101. This course provides information about how to process payments to suppliers in SHARE FIN 9.2.






You must take the final assessment on ELM to get credit for the course. In ELM, search for the course numbers provided below. Click here to go to ELM.



Available Training:

  • SHARE FIN 9.2 Manage General Ledger Transactions 101 (Online Training): Search course number 1378 in ELM. Pre-requisites: Intro to SHARE FIN 9.2 and Reporting 101. This course provides information about business processes associated with the General Ledger module. It covers GL activities in SHARE FIN 9.2.






You must take the final assessment on ELM to get credit for the course. In ELM, search for the course numbers provided below. Click here to go to ELM.


Available Training:

  • SHARE FIN 9.2 Commitment Control (Online Training): Search course number 1381 in ELM. Pre-requisites: Intro to SHARE FIN 9.2 and Reporting 101. This course provides information about Commitment Control processes, budgets, and key changes in these processes in SHARE FIN 9.2.






You must take the final assessment on ELM to get credit for the course. In ELM, search for the course numbers provided below. Click here to go to ELM.


Available Training:

  • SHARE FIN 9.2 Accounts Receivable (Online Training): Search course number 1382 in ELM. Pre-requisites: Intro to SHARE FIN 9.2 and Reporting 101. This course provides information about the Accounts Receivable module, its processes, and how it integrates with other modules. It covers how to receive and apply payments, create accounting entries, and post entries to the General Ledger.






You must take the final assessment on ELM to get credit for the course. In ELM, search for the course numbers provided below. If you do not use this module now, you will not have access to it after Go-Live.
Click here to go to ELM.


Available Training:

  • SHARE FIN 9.2 Intro to Grants (Online Training): Search course number 1383 in ELM. Pre-requisites: Intro to SHARE FIN 9.2 and Reporting 101. This course provides an overview of how to manage the complete grant life cycle from proposal to award close-out.


  • SHARE FIN 9.2 Contracts and Billing Integration (Online Training): Search course number 1385 in ELM. Pre-requisites: Intro to SHARE FIN 9.2, Reporting 101, SHARE FIN 9.2 Intro to Grants, and SHARE FIN 9.2 Managing Grants. This course provides information about the Contracts and Billing modules in SHARE FIN 9.2.


  • SHARE FIN 9.2 Project Costing Video: This video provides information on the Project Costing module in SHARE FIN 9.2.






You must take the final assessment on ELM to get credit for the course. In ELM, search for the course numbers provided below.
If you do not use this module now, you will not have access to it after Go-Live.
Click here to go to ELM.


Required Training:

  • SHARE FIN 9.2 Asset Management (Online Training): Search course number 1387 in ELM. Pre-requisites: Intro to SHARE FIN 9.2 and Reporting 101. This course provides information about Asset Management processes in SHARE FIN 9.2. It covers the lifecycle of an asset.