eShop Tools, Support and Training: hands-on classroom style training
As the ‘eshop: June 30th is coming!’ notices make their way through the Carleton community, people naturally have many questions. In this series of tips, I will share the answers to the most commonly asked eShop questions.
Question #1: June 30 is just around the corner, where can I find the support I need to learn how to use eShop?
The answer to this question depends on you. There is no one-size-fits-all when it comes to providing support for a new system. We’ve developed training …
- for those who prefer hands-on classroom style training, and
- for those who want to learn the system on their own.
In this week’s tip, I will outline the options for those who prefer hands-on classroom style training.
How does the hands-on classroom style training work?
The training has been designed as a ‘choose your own adventure’ to minimize the amount to time you’ll spend in the classroom. We recommend that you …
- Take eShop 101 (2 hrs)
- Get into eShop and try it out
- Sign up for any advanced session/s (30 min each) which relate to your job
- Use the online tools as refreshers anytime you need them
What is available?
Introduction
- Eshop 101: 2 hour introductory system training to get you started with eShop.
Advanced Sessions
These short sessions focus on a particular topic. They are 30 minutes each.
- Approvals: Explains the approval process, including when and how you might edit a requisition that is awaiting your approval.
- Paying Independent Contractors: Explains how to pay an independent contractor using a cheque requisition in eShop.
- Requisitions to Internal Service Providers: Explains the workflow for catalogue and form orders for internal service providers, including the process for estimates, withdrawals and cancellations.
- Sharing and Assigning Carts: Delves into when and why a user may decide to assign a shopping cart to another requisitioner.
- Shopping and Cart Tips: Provides shopping tips, including how to manage multiple carts at the same time.
- All about FOAPALS: Explains how FOAPALS are used in eShop, including the new funding shortcode called an index.
- Receipts for Large Dollar Purchases: Explains the new process for creating a receipt when orders are received for purchases valued at $10,000 or more.
- Purchase Requisitions and eQuotes: Shows you how to make non-catalogue purchases using the Purchase Requisition Form and explains how this form will replace the current paper Purchase Order Requisition Form. We will also explore eQuote functionality provided by certain punchout vendors.
How do I find out more about this training and/or register?
Visit Carleton Central. To find these sessions in Carleton Central choose the ‘Employee Services Tab’, ‘Learning and Development’ option, ‘Workshop Registration’ and ‘FACTS’ from the drop down menu. Email facts@carleton.ca if you have any difficulty registering through Carleton Central.
There is a lot of training being offered. Does that mean the system is difficult to use?
With all this talk of training, I want to assure you that the eShop team has worked hard to ensure that eShop is easy to use. We’ve used your feedback about our existing financial systems to customize eShop for the Carleton community.
Still have questions?
About the training? Email facts@carleton.ca
About eShop? Email eshop@carleton.ca