All posts by Jennifer.Ramsey


tech tips: Full Excel Potential Reached?

What is being offered to enhance my Excel skills?

EdTech Training is offering Excel 2010 Open Lab sessions on Central Campus, starting the first week of March. This open lab format series enables the completion of the Excel 2010 Step-by-Step book chapters, accessible in the campus library. Other Step-by-Step books available in the library are Access 2010, Outlook 2010, Word 2010, and PowerPoint 2010. These books are available only for employee checkout. The Step-by-Step books are extremely user-friendly. The chapter details include specific practice exercises one step at a time with screen shots. The exercise files are for the books are located at P:_TPDStep by Step Files in the San Jac network. The sessions detailed below are accessible for registration in Avatar scheduling system.

Excel 2010 Workshop Series:

Week 1 – Setting-Up a Workbook & Working with Data and Excel Tables – chapters 1-2

Week 2 – Performing Calculations on Data & Changing Workbook Appearance – chapters 3-4

Week 3 – Focusing on Specific Data by Filters & Reordering and Summarizing Data – chapters 5-6

Week 4 – Combining Data from Multiple Sources & Analyzing Alternative Data Sets – chapters 7-8

Week 5 – Creating Dynamic Worksheets by Using PivotTables & Creating Charts and Graphics – chapters 9-10

Week 6 – Printing & Automating Repetitive Tasks by Using Macros – chapters 11-12

Week 7 – Working with Other Microsoft Office Programs & Collaborating with Colleagues – chapters 13-14

Week 8 – Working with Other Users – review of the series materials and get assistance with specific projects

Excel 2010 Training Sessions:

Pivot Tables

Formulas Introduction

What happens if I am unable to attend all of the sessions in the workshop series?

The series is can be approached as individual, self-paced workshops. You are welcome to attend the specific sessions that cover chapters that you would like some additional assistance with the exercises. Attendance will be marked for each week of the series and certificates can be printed in Avatar.

Is there a way to request training for a specific group, date/time, or topic?

Yes. EdTech Training offers Training by Request.

tech tips: Got Microsoft Office 2010 Skills?

What if I haven’t been (or am not sure I’ve been) upgraded to Microsoft Office 2010?

If you have not yet been upgraded (or aren’t sure), you need to contact to finalize your upgrade. Regardless of your upgrade status, you might want to further enhance your Microsoft Office skills.

How can I increase my skills?

EdTech Training offers face-to-face sessions that cover the new features for the Microsoft Office 2010 products on each campus. There will be new face-to-face and online sessions for the coming Spring semester soon. The training schedule is accessible in Avatar.

Are there any materials that allow me to cover the material at my own pace?

Yes, each campus has Step-by-Step books in the library on Excel, Access, Outlook, Word, and PowerPoint. These books are available only for employee checkout. The Step-by-Step books are extremely user-friendly. They included detailed specific practice exercises one step at a time with pictures. The exercise files are located at P:_TPDStep by Step Files in the San Jac network.

Are there any resources that allow me to get quick information on specific topics?

Yes, Atomic Learning is a great resource for tutorial videos on  many software applications and tools.  Atomic Learning is located in your Blackboard Home page in the Tools module on the left. This resource is always accessible and can be searched by application, version, platform, etc…

Additionally, check out our EdTech Training blog–which not only lists our training schedule, but links to tips and tricks.

Is there a way to learn and receive professional development credit without attending a class?

Yes! Beginning this Spring, Web-Based Learning (WBL) sessions for Microsoft Office 2010 will be available online through the Avatar system. These sessions can be completed without having to leave your desk. However, if you need to get away from your desk to work on them without interruption, we understand!  We will hold Open Labs on a regular basis where you can work on the WBL’s (or any work project you want to bring). When you complete the session you will receive credit (usually one hour per WBL) and have access to a training completion certificate in the professional development system under the My Transcripts option.

Can I request training for a specific group or date/time if I can’t make the publicly scheduled training?
Training & Professional Development offers Training by Request.

tech tips: Two Words….Easy Requisitioning!

Why is it easier to complete Requisitions in SOS?

  • Functions presented in plain English (No Acronyms like SZACXRF!)
  • Functions are user-specific
  • Available from any computer with web access
  • FirstName.LastName and PIN number to access
  • No functional commands (Next Block, Previous Block, etc…)

Why doesn’t everyone use SOS for Requisitions?

  • Not all Banner functions are available in SOS
  • Validation (lookup) Forms aren’t available for maintenance in SOS
  • Some SOS processes require setup within INB before you can use them
  • INB Forms are faster and more versatile
  • INB does not “time out” as quickly as SOS

Where can I access SOS Requisitions?

In Self-Service (SOS), on the Finance tab, the Requisition link in allows you to create a requisition online.

How are Requisitions processed via SOS?

Once a requisition is created in SOS, the procurement process continues in Banner.  Once a requisition is completed via Banner Finance SOS and subsequently posted in Banner, it can be viewed using the View Document link in Banner Finance SOS or in Banner using Banner form FPIREQN.

How is the Requisitions process different in SOS, compared to Internet Native Banner (INB)?

In SOS, you cannot save a requisition or leave it “In Process” in the middle of data entry. Once a requisition is started, it must be completed or all of its information will be lost.  In INB, a requisition can be left “In Process” and all data is saved.

Requisition Tips:

  • Requisitions created in Finance SOS are limited to five (5) commodity and FOAP lines; this is a system limitation and cannot be modified
  • Only Document Level accounting is available (where all commodity items in the requisition are charged to the same accounting distribution) in Banner Finance Self-Service; it is recommended to create only requisitions with a single FOAP (Fund, Organization, Account, Program) to avoid rounding problems when the associated payments are processed
  • Fund/Organization security applies (same as in Banner)
  • The Fund and Program do NOT fill in automatically upon entering your Organization code so you will need to know your complete FOAP (Fund, Org, Account, Program) prior to initiating the requisition or be able to utilize the lookup function (see Code Lookup) to determine the appropriate selection
  • Banner access to create requisitions (granted by the Budget Control Office) is required in order to create a requisition in Banner Finance SOS
  • Available budget must exist to complete and post a requisition.  There is no NSF (non-sufficient funds) override.

Procedure Handout:

Need training on SOS Requisitions?
Training & Professional Development offers training by Request. Check the monthly Training & Professional Development Newsletter or Avatar for the upcoming sessions.