Training Materials
Visit the UTSA Human Resources Training & Development website to enroll in any of the courses below.
Introduction to DEFINE
| Business Process | Training Manual | Training Presentation / Course # |
|---|---|---|
| Basic Navigation: DEFINE overview from log on procedures to basic navigation. | Introduction to DEFINE (presentation coming soon) |
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| Account Balances and Transactions (GBM/GTM): Used to view account balances and transactions by budget group/account number. |
Budget Planning & Development
| Business Process | Training Manual | Training Presentation / Course # |
|---|---|---|
| Request for Transfer of Funds - 14 accounts (VT1): Used to request intrafund transfers within 14-accounts. | Coming Soon |
|
| Request for Transfer of Funds - Non-restricted Accounts (VT2): Used to request funds transfers within the same fund group. | Coming Soon |
Disbursements & Travel Services
| Business Process | Training Manual | Training Presentation / Course # |
|---|---|---|
| Payment Voucher (VP2): Generate payments to vendors, individuals and other institutions for goods or services. | VP2 - Local Funds Payment Voucher Business-Related Hospitality & Entertainment (Course AM553) |
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| Request for Travel Authorization (VE5): Authorize travel for employees who are traveling for UTSA business. | Electronic Travel Process (Course DE665) |
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| Correction of a Request to Travel (VE6): Used to make changes to an authorized employee travel request. | ||
| Payment of Travel Request (VP5): Reimburse employees for travel expenses. | ||
| Purchase Order Payment Request (VP1): Generate Payments for goods or services encumbered on a Small Purchase Order (PBO) for purchase less than $5,000. | Coming soon |
Procard/Travel Card Administration (PTCA)
| Business Process | Training Manual | Training Presentation / Course # |
|---|---|---|
| Procurement Card Payment Request (VP7): Used to process payments for purchases using UTSA purchasing cards (Procards). | Procard Compliance Training (Course AM535) |
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