NaviLine
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Sept 23
2
Contents
Overview 7
Overview HTML5 7
Basics HTML5 7
Building Permits (BP) Courses 8
Building Permits (BP) 18.2 Program 8
Building Permits Application and Permit Fees 8
Building Permits Overview 8
Corrective Actions for Common Errors in Building Permits 9
Expired Permit Tracking and Document Processing 9
Getting the Most Out of Your Inspection Setup 9
Getting the Most Out of Your Inspection Setup 9
Understanding Mobile Inspections for Building Permits 10
Understanding the Plan Review Process You Set up in Building Permits 10
Working With Custom Calculations in Building Permits 10
Business Licenses (BL) 11
Business Licenses (BL) 18.2 Program 11
Integrating Business Licensing with Generic Inspections 11
Introduction to Business Licenses Code Setup 11
Understanding How Business Licenses Works With GMBA and INFISYS 12
Using DMS to Print Licenses and Documents in Business Licenses 12
Code Enforcement (CE) 13
Code Enforcement (CE) 18.2 13
Code Enforcement Overview 13
Gaining Efficiency by Streamlining Your Tasks in Code Enforcement 13
Using DMS to Create Notices in Code Enforcement 14
Customer Information Systems (CIS) 15
Active Delinquency 15
Budget Billing 15
Customer Information System Support Cases/Resolutions: Auto Pay Overrides, e-Notices,
and Reports 16
3
Customer Inquiry 18.2 16
Customer Maintenance 18.2 17
Deposits 18.2 17
Email Notifications for Bills in Customer Information System 18
Interdepartmental Billing in Customer Information Systems Overview 18
Metered Rates 18.2 18
Overview of Customer Information Systems 18
Suggested Daily Processing Practices Using the Customer Information System 19
Understanding Cycle Billing in Customer Information System 19
Working with Customer Maintenance Functions in Customer Information Systems 19
Document Management Systems (DMS) 20
DMSInstallation & Implementation Overview 20
Fiscal Services 21
Cash Receipts 21
Government Management & Budgetary Accounting (GMBA) 22
Government Management & Budgetary Accounting (GMBA) 22
GMBA Budgeting Overview 22
GMBA Fiscal Year End 22
GMBA Software Application Overview 23
Understanding Budgeting in GMBA 23
Understanding the Drill Down Feature in GMBA 23
Understanding Inquiry Functions in GMBA 23
Land/Parcel Management (LX) 24
Data Maintenance in Land/Parcel Management 24
Land/Parcel Management (LX) 18.2 24
Understanding the Options for Working With a Record in Land/Parcel Management 24
Working with Parcels in Land/Parcel Management 25
Payroll & Personnel 26
Attaching Codes to Employees 18.2 26
Code Setup 18.2 26
4
Fiscal Year End Split Batch 18.2 27
Manual vs. Supplemental Manual Checks 18.2 27
New Employee Setup 18.2 27
Position Control &Authorizations 18.2 27
Termination 18.2 28
Understanding the Basics of Budgeting in Payroll and Personnel 28
Working With Pending Values and One-time Amounts in Payroll and Personnel 29
Planning & Engineering (PE) 30
Planning & Engineering (PE) 18.2 30
Planning & Engineering File Maintenance Overview 30
Planning & Engineering Overview 30
Simplifying the Review Process in Planning & Engineering 31
Understanding DMS and Planning & Engineering 31
Working with Agendas in Planning & Engineering 31
Purchasing & Inventory 32
Everything You Wanted to Know about Requisitions 32
Field Purchase Orders (FPOs) Overview 32
Finding the Right Report in Purchasing/Inventory 32
Fiscal Year End Processing in Purchasing/Inventory 32
Implementing Electronic Processes for Purchasing in Purchasing/Inventory 33
Inventory Adjustments and Reorder Processing in Purchasing/Inventory 33
New Employee Orientation for Purchasing/Inventory 33
Purchasing/Inventory (PI):New Employee 18.2 33
Purchasing/Inventory Application Interfaces 35
Troubleshooting the Purchase Order Process in Purchasing/Inventory 35
Understanding Purchase Requisition Entry and Approval 35
Working with Blanket Purchase Orders in Purchasing/Inventory 35
Work Orders & Facility Management 37
Scheduled Maintenance and Inspections in Work Orders/Facility Management 37
Working with Period End and Demand Processing in Work Orders/Facility Management 37
5
Overview
Overview HTML5
Description: This program will provide an overview of the various applications within NaviLine
HTML5!
Duration: 43 minutes
Course/Description Duration
Fiscal Services & Human Resources
l
Explore the Fiscal Services and Human Resources applications in
NaviLine HTML5.
29 mins
Community Service
l
In this course, you'll learn to navigate the Community Service application
in NaviLine HTML5.
20 mins
Utilities & System Administration
l
In this course, you'll learn to navigate the Utilities and System
Administration applications in NaviLine HTML5.
15 mins
Basics HTML5
Description: This program will explore basic navigation, searching, new functionality, and more!
Duration: 28 minutes
Course/Description Duration
Basics
l
Learn the basics of how to navigate NaviLine HTML5.
22 mins
What’s New
l
See what’s new in the NaviLine 18.2 User Interface.
6 mins
7
Building Permits (BP) Courses
Building Permits (BP) 18.2 Program
Description: Learn the functions of the Building Permits Community Service Application.
Duration: 43 minutes
Course/Description Duration
BP – Navigation & Adding an Application, Structure, & Permit Record
l
In this course, you will learn about BP navigation, as well as how to add an
Application, Structure, and Permit Record.
22 mins
BP – Application, Structure, & Permit Records: Changing & Viewing
Details
l
Learn how to change and view details for the following records:
Application, Structure, and Permit.
21 mins
Building Permits Application and Permit Fees
Course/Description Duration
Building Permits Application and Permit Fees
l
This course provides information about building permit application and
permit fees that can be processed while using the software.
27 mins
Building Permits Overview
Course/Description Duration
Building Permits Overview
l
This course provides an overview of how Building Permits works and how
other CentralSquare software applications interface with BP.
43 mins
8
Corrective Actions for Common Errors in Building Permits
Course/Description Duration
Corrective Actions for Common Errors in Building Permits
l
This course provides information about correcting, reversing, and
changing data errors resulting from common processes performed in
Building Permits.
15 mins
Expired Permit Tracking and Document Processing
Course/Description Duration
Expired Permit Tracking and Document Processing
l
This course provides detailed information about using Building Permits to
maintain and facilitate tasks related to working with expired permits and
application documents.
40 mins
Getting the Most Out of Your Inspection Setup
Course/Description Duration
Getting the Most Out of Your Inspection Setup
l
This course will explain how all the pieces of Inspection setup work and
interact, how to utilize points, how to setup default inspections, and how to
process inspections in the Building Permit Application.
45 mins
Getting the Most Out of Your Inspection Setup
Course/Description Duration
Getting the Most Out of Your Inspection Setup
l
This course will explain how all the pieces of Inspection setup work and
interact, how to utilize points, how to setup default inspections, and how to
process inspections in the Building Permit Application.
45 mins
9
Understanding Mobile Inspections for Building Permits
Course/Description Duration
Understanding Mobile Inspections for Building Permits
l
This course provides information on the mobile inspections application.
17 mins
Understanding the Plan Review Process You Set up in Building Permits
Course/Description Duration
Understanding the Plan Review Process You Set up in Building
Permits
l
This course provides information about the plan review process and
workflow.
45 mins
Working With Custom Calculations in Building Permits
Course/Description Duration
Working With Custom Calculations in Building Permits
l
This course provides an introduction into setting up customized
calculations.
30 mins
10
Business Licenses (BL)
Business Licenses (BL) 18.2 Program
Description: Learn the functions of the Business Licenses Community Service Application.
Duration: 50 minutes
Course/Description Duration
BL: Navigation & Adding BL Records
l
Learn how to navigate within the BL software application and how to
add a Business License Record.
27 mins
BL Records: Changing & Viewing Details
l
In this course, you will learn how to change a Business and License
Record, as well as how to view Business and License Record Details.
23 mins
Integrating Business Licensing with Generic Inspections
Course/Description Duration
Integrating Business Licensing with Generic Inspections
l
This course provides an overview of setting up Business Licenses to
interface with Code Enforcement’s generic inspections.
48 mins
Introduction to Business Licenses Code Setup
Course/Description Duration
Introduction to Business Licenses Code Setup
l
This course provides overview information about Business Licenses
and introduces information about system control options, license
reviews, and demand reports.
1 hr 20 mins
11
Understanding How Business Licenses Works With GMBA and INFISYS
Course/Description Duration
Understanding How Business Licenses Works With GMBA and
INFISYS
l
This course provides information about setting up the proper account
numbers for business licenses and identifying balancing issues.
40 mins
Using DMS to Print Licenses and Documents in Business Licenses
Course/Description Duration
Using DMS to Print Licenses and Documents in Business Licenses
l
This course provides information about how to use DMS to produce a
variety of notices including renewals, license prints, and zoning
notifications.
34 mins
12
Code Enforcement (CE)
Code Enforcement (CE) 18.2
Course/Description Duration
CE – Navigation & Case Records
l
In this course, you will learn about CE navigation, as well as how to add,
change, and view details about Case Records.
30 mins
Code Enforcement Overview
Course/Description Duration
Code Enforcement Overview
l
This course provides an introduction to Code Enforcement (CE), such as
focusing on terminology, application concepts, basic processing
functions, operating procedures used by city and county code
enforcement departments, and how you can use CE to accomplish
ordinance requirements.
17 mins
Gaining Efficiency by Streamlining Your Tasks in Code Enforcement
Course/Description Duration
Gaining Efficiency by Streamlining Your Tasks in Code Enforcement
l
This course provides information about code configuration, application
processing, case types, and reporting from the perspective of
streamlining your use of CE.
50 mins
13
Using DMS to Create Notices in Code Enforcement
Course/Description Duration
Using DMS to Create Notices in Code Enforcement
l
This course provides information about configuring codes and system
rules for notice processing, setting up notices, processing notices, and
printing notices.
22 mins
14
Customer Information Systems (CIS)
Active Delinquency
Description: This learning path focuses on the delinquency and payment processing within
Customer Information Systems.
Duration: 1 hour 52 minutes
Course/Description Duration
Active Delinquency Processing in Customer Information Systems
l
Upon completion of this course, you will be able to use CIS to manage
delinquent active customer accounts.
28 mins
Final Delinquency Processing in the Customer Information System
l
This course provides information about using Customer Information
System to manage delinquent final billed customer accounts.
40 mins
Working with Customer Payment Plans in Customer Information
System
l
This course provides information about setting up, initiating, and
maintaining a payment plan for a delinquent customer account and
reporting options about payment plans.
44 mins
Budget Billing
Description: This learning path focuses on the budget billing process within Customer Information
Systems.
Duration: 2 hours
Course/Description Duration
Advanced Budget Billing Practices in Customer Information System
l
This course provides information on maximizing the use of the budget
billing feature in Customer Information System.
40 mins
15
Course/Description Duration
Introduction to Budget Billing in Customer Information System
l
This course provides information on initiating budget billing and
introductory information on using budget billing effectively within your
organization.
40 mins
Transactions and Budget Billing in Customer Information System
l
This course provides information about budget billing and various
transactions within Customer Information System.
40 mins
Customer Information System Support Cases/Resolutions: Auto Pay
Overrides, e-Notices, and Reports
Course/Description Duration
Customer Information System Support Cases/Resolutions: Auto Pay
Overrides, e-Notices, and Reports
l
This course reviews the areas in Customer Information System (CIS)
where the most CIS support cases were generated including online
documentation, auto pay override levels, e-Notifications, force bill
comments, service sequence inactivation, and termination thru date.
40 mins
Customer Inquiry 18.2
Description: This program focuses on the Customer Inquiry Menu within Customer Information
Systems.
Duration: 45 minutes
Course/Description Duration
Customer and Location Master Files
l
Explore the Customer Master File Inquiry, Location Master File,
Location Services, and other options available on the Customer Inquiry
Menu.
26 mins
16
Course/Description Duration
Menu Screens
l
Discover information about Accounts Receivable, Consumption
History, Customer At-a-Glance, and various screens available on the
Customer Inquiry Menu.
19 mins
Customer Maintenance 18.2
Description: This program focuses on the Customer Maintenance functions within the NaviLine
software application.
Duration: 35 minutes
Course/Description Duration
Adding a New Customer Record and Setting Up Services
l
Learn how to add a new customer record, as well as set up services for
the customer.
21 mins
Linking a Customer, Location and Services
l
In this course, learn how to put a customer, location, and services
together.
14 mins
Deposits 18.2
Description: This program focuses on working with deposits within NaviLine’s Customer
Information Systems.
Duration: 46 minutes
Course/Description Duration
Utility Service
l
Explore information related to Utility Service deposits in NaviLine.
25 mins
Cash Receipts Process and Key Deposit Reports
l
Examine the cash receipts process, as well as take a look at a handful
of key reports.
21 mins
17
Email Notifications for Bills in Customer Information System
Course/Description Duration
Email Notifications for Bills in Customer Information System
l
This course provides information about how to set up and use the e-
mail notification feature in Customer Information System.
23 mins
Interdepartmental Billing in Customer Information Systems Overview
Course/Description Duration
Interdepartmental Billing in Customer Information Systems
Overview
l
Upon completion of this course, you will learn about the IDB process,
have guidance on setting up IDB processing, as well as how to
interpret and analyze the reports associated with IDB processing.
29 mins
Metered Rates 18.2
Course/Description Duration
Metered Rates 18.2
l
Explore the Metered Rates option within the Utility Billing application.
25 mins
Overview of Customer Information Systems
Course/Description Duration
Overview of Customer Information Systems
l
Upon completion of this course, you will learn about Customer
Information Systems, as well as how CIS integrates with other
CentralSquare software applications.
26 mins
18
Suggested Daily Processing Practices Using the Customer Information
System
Course/Description Duration
Suggested Daily Processing Practices Using the Customer
Information System
l
This course provides information about using various Customer
Information System features that may provide more task efficiency.
40 mins
Understanding Cycle Billing in Customer Information System
Course/Description Duration
Understanding Cycle Billing in Customer Information System
l
This course provides overview information about the cycle billing
process and how to manage off-cycle billing as part of the cycle billing
process.
40 mins
Working with Customer Maintenance Functions in Customer Information
Systems
Course/Description Duration
Working with Customer Maintenance Functions in Customer
Information Systems
l
Upon completion of this course, you will learn about customer and
location services maintenance functions.
44 mins
19
Document Management Systems (DMS)
DMSInstallation & Implementation Overview
Course/Description Duration
DMSInstallation &ImplementationOverview
l
Upon completion of this course, you will learn about DMS architecture,
functionality, and detailed information on the DMS installation and
configuration.
45 mins
20
Fiscal Services
Cash Receipts
Description: This program provides an orientation to Cash Receipts within the Fiscal Services
application of NaviLine.
Duration: 2 hours 21 minutes
Course/Description Duration
Part 1 – Key Terms
l
Explore the Batch Type, Tender Method, and Payment Type Codes.
These key terms will be beneficial when working in Cash Receipts.
30 mins
Part 2 – Payment Processing
l
In this course, we will review how to enter, process, edit, and review
payments in Cash Receipts.
30 mins
Part 3 – Batch Processing
l
This course will cover how to edit, delete, balance, and post in the Cash
Receipts application.
15 mins
Part 4 – Reversing a Payment
l
Discover how to enter, review, edit, and post reversals in the Cash
Receipts application.
15 mins
Part 5 – Searching for a Payment
l
Now that the cash receipts are entered, let’s explore the ways to review
and search for payments.
16 mins
Part 6 – Receipt Printer
l
Let’s explore how to setup the receipt printer.
15 mins
Assessment 20 mins
21
Government Management & Budgetary Accounting (GMBA)
Government Management & Budgetary Accounting (GMBA)
GMBA Budgeting Overview
Course/Description Duration
GMBA Budgeting Overview
l
Upon completion of this course, you will learn aout budgeting in GMBA
and how you may be asked to participate in the process for your
organization.
17 mins
GMBA Fiscal Year End
Description: Upon completion of this learning path, you will learn about fiscal year end for GMBA.
Duration: 2 hours 9 minutes
Course/Description Duration
Accounts Payable
l
Upon completion of this course, you will learn about the disbursement
processing aspects of fiscal year end processing.
38 mins
GMBA Fiscal Year End:Creating Accounts for the Next Fiscal Year
l
Upon completion of this course, you will learn the processing options
available to create accounts for the next fiscal year end and the balance
sheet rollover process in GMBA.
33 mins
GMBA Fiscal Year End:Encumbrance Rollover
l
Upon completion of this course, you will learn the processes that must
be considered or steps that need to be addressed to prepare for year-
end processing.
31 mins
GMBA Fiscal Year End: Projects
l
Upon completion of this course, you will learn the project accounting
aspects of fiscal year end processing.
27 mins
22
GMBA Software Application Overview
Course/Description Duration
GMBASoftware Application Overview
l
Upon completion of this course, you will learn an overview of GMBA and
its functions and features.
32 mins
Understanding Budgeting in GMBA
Course/Description Duration
Understanding Budgeting in GMBA
l
This course provides information about preparing a budget in GMBA
and how it can be beneficial to your organization.
1 hour 17 mins
Understanding the Drill Down Feature in GMBA
Course/Description Duration
Understanding the Drill Down Feature in GMBA
l
Upon completion of this course, you will learn how the drill down feature
works and how it can benefit your organization.
27 mins
Understanding Inquiry Functions in GMBA
Course/Description Duration
Understanding Inquiry Functions in GMBA
l
Upon completion of this course, you will learn the ways you can inquire
on data and the ways you can view the data within GMBA.
32 mins
23
Land/Parcel Management (LX)
Data Maintenance in Land/Parcel Management
Course/Description Duration
Data Maintenance in Land/Parcel Management
l
This course provides information about maintaining accurate and
consistent data in Land/Parcel Management.
44 mins
Land/Parcel Management (LX) 18.2
Description: Learn the functions of the Land/Parcel Management Community Service application.
Duration: 51 minutes
Course/Description Duration
LX - Navigation
l
In this course, you will learn about the various LX navigation functions
and techniques.
30 mins
LX - Location Records
l
Learn how to add a Main Parcel Location Record, a Sub-Parcel
Location Record, as well as how to view Location Record details.
21 mins
Understanding the Options for Working With a Record in Land/Parcel
Management
Course/Description Duration
Understanding the Options for Working With a Record in
Land/Parcel Management
l
This course provides information about addresses, parcels, and
locations options available during individual location record inquiry and
maintenance in Land/Parcel Management.
53 mins
24
Working with Parcels in Land/Parcel Management
Course/Description Duration
Working with Parcels in Land/Parcel Management
l
This course provides detailed instructions on how to use the "parcel
activity" feature for splits and combines, location mass additions,
location mass changes, and parcel mass additions.
38 mins
25
Payroll & Personnel
Attaching Codes to Employees 18.2
Course/Description Duration
Attaching Codes to Employees
l
Discover how to attach payroll codes to employees.
19 mins
Code Setup 18.2
Description: This learning path will provide information on setting up various codes for Payroll and
Personnel in NaviLine.
Duration: 2 hours 41 minutes
Course/Description Duration
Additional Pay Codes – Part 1
l
Familiarize yourself with the Additional Pay Code Screen layout, the
options available to you, and information about the fields included while
entering or changing an existing Pay Code.
20 mins
Additional Pay Codes – Part 2
l
In this course, we will look at copying a pay code, setting frequencies, how
to print a list, and how to export data.
16 mins
ABT’s
l
Explore the Adjustments Before Tax screen.
30 mins
Accruals
l
Let’s explore the Accrual Code Setup menu.
30 mins
Benefits
l
In this course, we will look at the Benefit Code Setup menu.
25 mins
Taxes
l
Discover the fields available to you while setting up your Tax Codes.
21 mins
26
Course/Description Duration
Deductions
l
In this course, we will look at the fields available to you while setting up your
Deduction Codes.
19 mins
Assessment 21 mins
Fiscal Year End Split Batch 18.2
Course/Description Duration
Fiscal Year End Split Batch
l
In this course, we will look at how to handle situations where your fiscal year
ends in the middle of a pay cycle.
12 mins
Manual vs. Supplemental Manual Checks 18.2
Course/Description Duration
Manual vs. Supplemental Manual Checks
l
Learn about manual checks, supplemental manual checks, and when you
should use each option.
25 mins
New Employee Setup 18.2
Course/Description Duration
New Employee Setup
l
In this course, we will explore setting up a new employee in NaviLine.
30 mins
Position Control &Authorizations 18.2
Description: Explore the functionality of Position Control and Authorizations within
Payroll/Personnel.
27
Duration: 53 minutes
Course/Description Duration
Position Control
l
In this course, you will learn about Position Control and the various options
within this screen.
27 mins
Authorizations
l
In this course, you will learn about Authorizations and the various options
within this screen.
26 mins
Termination 18.2
Course/Description Duration
Termination
l
In this course, we will learn about terminating an employee in NaviLine.
13 mins
Understanding the Basics of Budgeting in Payroll and Personnel
Course/Description Duration
Termination
l
This course reviews the mechanics used in budgeting along with additional
ways to use this part of Payroll/Personnel (PR).
1 hour 13 mins
28
Working With Pending Values and One-time Amounts in Payroll and
Personnel
Course/Description Duration
Working With Pending Values and One-time Amounts in Payroll and
Personnel
l
This course provides information about pending values, one-time amounts,
and code fields that streamline work and help you to meet required
deadlines.
1 hour 1 min
29
Planning & Engineering (PE)
Planning & Engineering (PE) 18.2
Description: Learn the functions of the Planning & Engineering Community Service Application.
Duration: 42 minutes
Course/Description Duration
PE - Navigation
l
Learn how to navigate within the Planning & Engineering software
application, as well as how to set up a maintenance path.
15 mins
PE – Project Records
l
Learn how to add a Project Record, change a Project Record, and how to
view Project Record Details.
27 mins
Planning & Engineering File Maintenance Overview
Course/Description Duration
Planning & Engineering File Maintenance Overview
l
This course provides an understanding about how the codes are set up
and used during application processes within Planning & Engineering.
22 mins
Planning & Engineering Overview
Course/Description Duration
Planning & Engineering Overview
l
This course provides a general overview about the functions available
through PE and how it works with other community development
applications.
40 mins
30
Simplifying the Review Process in Planning & Engineering
Course/Description Duration
Simplifying the Review Process in Planning & Engineering
l
This course provides information about the agency review step process
and how it can simplify and make the review process easier and more
efficient for individual departments and your organization.
40 mins
Understanding DMS and Planning & Engineering
Course/Description Duration
Understanding DMS and Planning & Engineering
l
This course provides information about how PE and DMS integrate to
create documents.
21 mins
Working with Agendas in Planning & Engineering
Course/Description Duration
Working with Agendas in Planning & Engineering
l
This course provides information about creating an agenda and
maintaining minutes for a meeting using Planning & Engineering.
19 mins
31
Purchasing & Inventory
Everything You Wanted to Know about Requisitions
Course/Description Duration
Everything You Wanted to Know about Requisitions
l
This course will review the requisition entry process and the many features
that are available with this process.
20 mins
Field Purchase Orders (FPOs) Overview
Course/Description Duration
Field Purchase Orders (FPOs) Overview
l
This course provides an overview of the FPO process, including the general
features of an FPO, detailed setup of the FPO module, different uses of an
FPO, and benefits of using an FPO over other methods.
42 mins
Finding the Right Report in Purchasing/Inventory
Course/Description Duration
Finding the Right Report in Purchasing/Inventory
l
This course provides an overview of various PI report types including
purchase order, accounting, receiving, and vendor reports, and information
on viewing and printing PI reports.
58 mins
Fiscal Year End Processing in Purchasing/Inventory
Course/Description Duration
Fiscal Year End Processing in Purchasing/Inventory
l
This course provides an overview of the fiscal year end process, including
the specific tasks that should be done prior to the new year, items to watch
for after the new year starts, and detailed changes to the process.
58 mins
32
Implementing Electronic Processes for Purchasing in Purchasing/Inventory
Course/Description Duration
Implementing Electronic Processes for Purchasing in
Purchasing/Inventory
l
Upon completion of this course, you will learn the ways that
Purchasing/Inventory uses electronic processes, as well as show you how to
use email notifications for requisitions approval, requisition returns, and
emailing the purchase order to the vendor.
12 mins
Inventory Adjustments and Reorder Processing in Purchasing/Inventory
Course/Description Duration
Inventory Adjustments and Reorder Processing in Purchasing/Inventory
l
This course provides information about the different methods to adjust
inventory quantity and value, the difference between each method, and the
appropriate use of each method.
49 mins
New Employee Orientation for Purchasing/Inventory
Course/Description Duration
New Employee Orientation for Purchasing/Inventory
l
Upon completion of this course, you will have an understanding of
Purchasing/Inventory and demonstrate routine tasks new end-users may
perform.
12 mins
Purchasing/Inventory (PI):New Employee 18.2
Description: This program provides an introduction to the Purchasing/Inventory application.
Duration: 3 hours 10 minutes
33
Course/Description Duration
New Employee Orientation
l
Familiarize yourself with Purchasing/Inventory, including common
terminology, application interfaces, and processes.
19 mins
Procurement Card Tracking: PI Interfaces
l
Explore applications that interface with Purchasing & Inventory, such as the
GMBA, Fixed Assets, Asset Management II, Work Orders, and Fleet
Management.
20 mins
Requisition Overview
l
Discover how to create requisition in NaviLine, including how to add line
items, comments, quotes, and attachments.
26 mins
Understanding Receipts Processing
l
Explore processing receipts, receiving & un-receiving items, and receiving
excess quantities.
25 mins
Demand and Process Generated Reports
l
Explore reports generated on-demand or by a process, including the
different report types, their locations, and how they can benefit your
organization.
33 mins
Electronic Process for Processing
l
Discover how to access approval levels, as well as assign appropriate
security rights to those who approve requisitions & purchase orders in your
organization.
18 mins
Working with Blanket Purchase Orders
l
Discover information about Blanket Purchase Orders (BPO), such as how to
create a BPO & receiving against a BPO.
27 mins
34
Purchasing/Inventory Application Interfaces
Course/Description Duration
Purchasing/Inventory Application Interfaces
l
This course will discuss which applications interface with
Purchasing/Inventory and how transactions and information are created and
sent to the other applications.
13 mins
Troubleshooting the Purchase Order Process in Purchasing/Inventory
Course/Description Duration
Troubleshooting the Purchase Order Process in Purchasing/Inventory
l
Upon completion of this course, you will learn the requisition and purchase
order process, including security set up, buyer processing and data
maintenance. In addition, this course will discuss ways to monitor and correct
issues with outstanding purchase orders.
13 mins
Understanding Purchase Requisition Entry and Approval
Course/Description Duration
Working with Blanket Purchase Orders in Purchasing/Inventory
l
This course provides detailed instructions for entering and approving a
purchase requisition in PI.
1 hour 13 mins
Working with Blanket Purchase Orders in Purchasing/Inventory
Course/Description Duration
Working with Blanket Purchase Orders in Purchasing/Inventory
l
Upon completion of this course, you will learn about Blanket Purchase
Orders, which will cover system control aspects, setting up and changing a
Blanket, as well as tips and tricks for using Blanket purchase orders.
23 mins
35
36
Work Orders & Facility Management
Scheduled Maintenance and Inspections in Work Orders/Facility
Management
Course/Description Duration
Scheduled Maintenance and Inspections in Work Orders/Facility
Management
l
This course provides detailed information about how to set up the scheduled
maintenance and inspections function as it relates to facilities.
51 mins
Working with Period End and Demand Processing in Work Orders/Facility
Management
Course/Description Duration
Working with Period End and Demand Processing in Work
Orders/Facility Management
l
This course provides information about each menu option for performing
period end tasks and demand processing of information.
39 mins
37
Cross Product Topics
Getting Started with CentralSquare University (CSU)
Course/Description Duration
Getting Started with CentralSquare University (CSU)
CentralSquare University (CSU) is an online learning portal where
you can register for live, instructor-led courses and access self-
paced, eLearning courses. The self-paced, eLearning courses are
also referred to as on-demand, eLearning courses since they are
available 24 hours a day, 7 days a week. Upon completion of this
course, you will be able to log on to CSU, access assigned courses,
and contact the CSU support team.
4 mins
38
Getting the Most Out of Your CentralSquare Customer Portal
Course/Description Duration
Getting the Most Out of Your CentralSquare Customer Portal
CentralSquare Customer Portal provides access to resources
including an extensive knowledge base, a user community, access
to software updates for selected CentralSquare products, and the
ability to interact with CentralSquare Support and other teams.
Some examples of what you can do in the portal include:
l
Entering and tracking support cases
l
Searching the knowledgebase for customer and CentralSquare
employee generated information
l
Locating information about your product line or specific
applications
l
Accessing various help and informational documents including
release notes and artifacts
l
Communicating/Posting messages from product users and
CentralSquare employees
l
Working with discreet member communities
CentralSquare directors Joe Kugler and Sandy Bellamy from the
knowledge management and support team provide an overview,
demonstration, and suggested techniques for effectively using the
customer portal. This instructor-led session was conducted in July
2023.
1 hour 7 mins
39
Introduction to CentralSquare University (CSU)
Course/Description Duration
Introduction to CentralSquare University (CSU)
You may know how to access CentralSquare University (CSU), but
do you know how to track your learning progress, enroll yourself in
courses of your choosing, and register for live sessions? This
interactive course teaches you about some of CSU’s lesser-known
features. The aim of this course is to prepare you to have richer
learning experiences.
8 mins
40
