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Copyright © United Nations Copyright © United Nations Umoja Course Catalogue Cluster 1– December 2013 1
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Page 1: Copyright © United Nations Umoja Course Catalogue Cluster 1– December 2013 1.

Copyright © United NationsCopyright © United Nations

Umoja Course CatalogueCluster 1– December 2013

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Course Curriculum Summary

No. of Courses

Training Hours

General Topics 8 22 hours

General Overview 2 3 hours

Navigation 4 14 hours

Security 2 5 hours

Master Data Maintenance

7 20.5 hours

2

No. of Courses

Training Hours

Curriculum 54 204 hours

Level 1 Courses 15 29 hours

Level 2 Courses 3 8 hours

Level 3 Courses 36 167 hours

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Course Curriculum SummaryNo. of Courses

Training Hours

Central Support Services

6 27.5 hours

Real Estate Management

3 12 hours

Services to Public & Staff

2 8 hours

Project Management 1 7.5 hours

3

No. of Courses

Training Hours

Supply Chain 13 39 hours

Requisitions 3 12 hours

Procurement 3 7 hours

Inbound Goods 2 7 hours

Contract and PO Creation

1 3 hours

Services of Consultants & Individual Contractors

4 10 hours

No. of Courses

Training Hours

Finance 20 95 hours

General Ledger 1 3 hours

Cost Accounting 2 8 hours

Accounts Payable 2 8 hours

Accounts Receivable 2 8 hours

Asset Accounting 2 11 hours

Month End Closing 1 3 hours

Funds/Budget 3 14 hours

Payment Processing 1 6 hours

Cash Management and Treasury

2 11 hours

Investment Accounting 1 6 hours

Grants Management 3 17 hours

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General Overview Courses

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101 - Umoja Overview High-Level Overview:

Modules:

Umoja Overview is designed to be introductory in nature. This course will discuss the benefits, governance structure and changes occurring as a result of Umoja.

All Umoja users will be required to take this course as an introduction to the Umoja curriculum. Each user will be assigned to a series of role-specific courses following the completion of this course.

The following Modules are included in this course:

1. Course Introduction

2. Umoja Introduction

3. Umoja Foundation Solution

4. Course Summary

5. Course Assessment

6. Course Evaluation

Course Details :

Duration

• 1.5 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• This course is a prerequisite for all Umoja courses

Umoja Enterprise Roles:

• All Enterprise Roles

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102 - Umoja Master Data and Coding Block Overview High-Level Overview:

Modules:

Umoja Master and Data Coding Block Overview describes the Umoja Enterprise Structure and explains the concept of Reference Data, Master Data and Transactional Data. The course details how Reference Data is used in Umoja and the use of Master Data based on the UN operating Model. It outlines the benefits of Master Data and explains how Master Data is used in the Umoja Coding Block

The following Modules are included in this course:1. Course Introduction2. Umoja Master Data Overview3. Umoja Coding Block Overview4. Course Summary5. Course Assessment6. Course Evaluation

Course Details :

Duration

• 1.5 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• 101 - Umoja Overview

Umoja Enterprise Roles:

• All Enterprise Roles • All Master Data Maintainer roles

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Navigation Courses

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201 - Umoja ECC NavigationHigh-Level Overview:

Modules:

Umoja ECC Navigation orients users to the Umoja solution and shows how to navigate through the Umoja Enterprise Central Component (ECC). This course includes instructions on how to log on/off, screen layouts, screen elements and field types. After completing this course, users will know how to create, change and display a transaction and how to use transaction codes (T-codes) effectively.

This course will describe the steps in which to generate reports from Umoja ECC, and how to utilize the online help functionality.

The following Modules are included in this course:1. Course Introduction2. Module 1: Umoja ECC Navigation Fundamentals3. Module 2: Umoja ECC Additional Features4. Module 3: Umoja Workflows and Approvals5. Module 4: Umoja ECC Reporting6. Course Summary7. Course Assessment8. Course Evaluation

Course Details :

Duration

• 4 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 2

Prerequisites

• 101- Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview

Umoja Enterprise Roles:

• All Umoja Enterprise Roles

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202 – Umoja SRM Navigation High-Level Overview:

Modules:

Umoja SRM Navigation introduces the features and benefits of the Umoja Supplier Relationship Management (SRM) portal. The course lists the different Procurement process activities for which Umoja SRM is being implemented and identifies the functional changes occurring after the Umoja SRM implementation.

The following Modules are included in this course:1. Course Introduction2. Module 1: Umoja SRM Overview3. Module 2: Umoja SRM Navigation4. Course Summary5. Course Assessment6. Course Evaluation

Course Details :

Duration

• 2 hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 2

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview

Umoja Enterprise Roles:

• Requisitioner• Approver• Buyer• Buyer Supervisor• Low_Value_Acquisitioner• Bid_Administrator• Bid_Evaluator

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203 - Umoja BI NavigationHigh-Level Overview:

Modules:

Umoja BI Navigation introduces the features and benefits of Umoja’s Enterprise Business Intelligence (BI)/Reporting tool. This course defines new BI terminology, identifies components of the tools and describes the overall data architecture. Upon completion of this course, users will know how to access and execute a report in the BI environment.

Note: Advanced functionality will be included in separate training content.

The following Modules are included in this course:1. Course Introduction2. Module 1: BI Overview3. Module 2: BI Navigation4. Course Summary5. Course Assessment6. Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 2

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• Supply Chain BI Power User• Real Estate BI Power User• Funds Management BI Power

User• General Ledger BI Power User

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301 - Umoja Advanced BI NavigationHigh-Level Overview:

Modules:

Umoja Advanced BI Navigation describes Umoja Business Intelligence (BI) reports. The course explains how to access Online Analytical Processing (OLAP) reports. It details the steps to define, modify, add and delete an analysis within an OLAP report, and the steps to add and customize charts within an OLAP report. It also explains the steps to save, send, and print an analysis within an OLAP report.

The following Modules are included in this course:1. Course Introduction2. Module 1: BI Overview3. Module 2: OLAP Reports 4. Module 3: Define and Modify an Analysis5. Module 4: Add a Sub-analysis and Chart6. Module 5: Save, Send and Print an Analysis7. Course Summary8. Course Assessment9. Course Evaluation

Course Details :

Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 203 - Umoja BI Navigation

Umoja Enterprise Roles:

• Supply Chain BI Power User• Real Estate BI Power User• Funds Management BI Power

User• General Ledger BI Power User

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Security Administration

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302 - Umoja Security GRC AnalysisHigh-Level Overview:

Modules:

Umoja Security GRC Analysis lists the key roles and responsibilities in security administration in GRC. The course explains GRC risk analysis and how to perform GRC risk analysis for new and existing Umoja end users. It also outlines how to perform risk analysis for end users that require Enterprise role changes. The course describes the steps to access requests with and without Segregation of Duties (SoD) and how to mitigate SoD risks for Umoja end users.

The following Modules are included in this course:1. Course Introduction2. Module 1: GRC Risk Analysis Overview3. Module 2: GRC Risk Analysis for Existing Users4. Module 3: GRC Risk Analysis for a New User Request5. Module 4: GRC Risk Analysis for Users Who Require Enterprise Role

Changes6. Module 5: Access Requests Without and With SoD Risks7. Module 6: Mitigating SoD risks8. Course Summary9. Course Assessment10.Course Evaluation

Course Details :

Duration

• 3 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview

Umoja Enterprise Roles:

• User Access Mapping• Security Liaison Officer• Compliance Officer

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303 - Umoja Security User Provisioning and Identity Management (IdM)

High-Level Overview:

Modules:

Umoja Security User Provisioning and Identity Management (IdM) lists the key roles and responsibilities in the User Provisioning processes and the key concepts of User Provisioning. The course explains the processes in User Provisioning Identity Management (IdM) including how to create and approve a request to assign an Enterprise role.

The following Modules are included in this course:1. Course Introduction2. Module 1: User Provisioning Overview3. Module 2: User Provisioning Process4. Course Summary5. Course Assessment6. Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview

Umoja Enterprise Roles:

• User Access Mapping• Security Liaison Officer• Compliance Officer

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Central Support Services Courses

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109 – Umoja Real Estate Management Overview High-Level Overview:

Modules:

Umoja Real Estate Management Overview describes the Real Estate Management process within Umoja. This course identifies the key roles and responsibilities, processes, and highlights the key changes and benefits to Real Estate Management.

The following Modules are included in this course:1. Course Introduction2. Module 1: Real Estate Management Overview3. Module 2: Portfolio Management Overview4. Module 3: Lease (Contract) Administration5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 2 hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 201- Umoja ECC Navigation

Umoja Enterprise Roles:

• RE Facilities Planner• RE Facilities Manager• RE Lease Processor• RE Lease Contract Approver

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325 – Umoja Real Estate Portfolio ManagementHigh-Level Overview:

Modules:

Umoja Real Estate Planning describes the Portfolio Management process and explains the Umoja solution for Portfolio Management. This course details how to create and maintain architectural and usage objects. It outlines how to create pooled spaces and extract rental spaces and how to create a standard report in RE-FX.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Portfolio Management Overview3. Module 2: Create and Maintain Architectural Objects4. Module 3: Create and Maintain Usage Objects5. Module 4: Create Pooled Space6. Module 5: Approve Real Estate Objects7. Module 6: Real Estate Reporting8. Course Summary9. Course Assessment10.Course Evaluation

Course Details :

Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview• 201 - Umoja ECC Navigation• 109 - Umoja Real Estate

Management Overview

Umoja Enterprise Roles:

• RE Facilities Planner• RE Facilities Manager

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324 – Umoja Lease Administration ProcessHigh-Level Overview:

Modules:

Umoja Lease Administration explains the roles, responsibilities and key elements of Lease Administration in Umoja. The course details the steps required for creating, approving and maintaining Lease-In, Internal and External Lease-Out and Sales-Based Lease-Out contracts. The course also outlines the various reports available in Lease Administration.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Lease Administration Overview3. Module 2: Key Elements of Lease Administration4. Module 3: Lease-in Process5. Module 4: External and Internal Lease-out Process6. Module 5: Sales-based Lease-out Process7. Module 6: Contract Approvals8. Module 7: Lease Administration Reporting9. Course Summary10.Course Assessment11.Course Evaluation

Course Details :

Duration

• 4 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview• 201- Umoja ECC Navigation• 203 – Umoja BI Navigation • 109 - Umoja Real Estate

Management Overview

Umoja Enterprise Roles:

• RE Lease Processor• RE Lease Contract Approver• FA Senior User

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114 – Umoja Services to Public & Staff Overview High-Level Overview:

Modules:

Umoja Services to Public & Staff Overview describes the Services to Public & Staff process within the Umoja solution, using the Sales & Distribution Module. This course identifies the key roles and responsibilities and highlights the key changes and benefits to Services to Public and Staff.

It incorporates the Master Data elements associated with Services to Public & Staff and describes the processes of billing for UN common services, sale or donation of UN inventory and assets, and carrying out procurement on behalf of third party.

The following Modules are included in this course:1. Course Introduction2. Module 1: Introduction to Services to Public & Staff3. Module 2: Services to Public & Staff Master Data4. Module 3: Billing of UN Common Services5. Module 4: Sale or Donation of Inventory and Assets6. Module 5: Third Party Procurement7. Course Summary8. Course Assessment9. Course Evaluation

Course Details :

Duration

• 2 hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 201- Umoja ECC Navigation

Umoja Enterprise Roles:

• Sales Distribution User• Sales Distribution Approver• Sales Distribution Master Data

Maintainer

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329 – Umoja Services to Public & Staff ProcessHigh-Level Overview:

Modules:

Umoja Services to Public & Staff Process details the steps for the SD processes including how to verify master data, create a quotation, create a standard order for billing of common services, sale of inventory/assets, third party procurement, advanced payments and credit/debit memos, as well as the SD approval process.

The following Modules are included in this course:1. Course Introduction2. Module 1: Services to Public and Staff Overview and Process3. Module 2: Verify Master Data4. Module 3: Create Quotation5. Module 4: Create a Standard Order for Billing of Common Services6. Module 5: Sale of Inventory/Assets & Third Party Procurement7. Module 6: Approval Process8. Module 7: Advanced Payment Requests 9. Course Summary10.Course Assessment11.Course Evaluation

Course Details :

Duration

• 6 hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview• 201 - Umoja ECC Navigation• 114 - Umoja Services to Public &

Staff Overview

Umoja Enterprise Roles:

• Sales Distribution User• Sales Distribution Approver• Sales Distribution Master Data

Maintainer

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315 - Umoja Project ManagementHigh-Level Overview:

Modules:

Umoja Project Management details the project management process in Umoja. The course lists the key roles and responsibilities involved in the Project Management Process. It explains the processes within Project Management including how to create and maintain a project, monitor and close a project, and release a project. It also outlines Project Systems in Umoja. The course also lists the reports involved in the Project Management process, and explains how to create and maintain project templates and profiles,

The following Modules are included in this course:1. Course Introduction2. Module 1: Introduction to Project Management3. Module 2: Project Systems4. Module 3: Project Creation and Maintenance5. Module 4: Project Implementation6. Module 5: Project Systems Reporting7. Module 6: Project Templates and Profiles8. Module 7; Appendix – Defining Project Milestones9. Course Summary10.Course Assessment11.Course Evaluation

Course Details :

Duration

• 7.5 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data & Coding

Block Overview • 104 - Umoja Funds Management

Overview• 106 - Umoja Grants Management

Overview• 108 – Umoja Cost and Management

Accounting Overview• 201- Umoja ECC Navigation

Umoja Enterprise Roles:

• PM User• PM Approver• GM Master Data Maintainer

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Finance Courses

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105 - Umoja Cash Management and Treasury Overview High-Level Overview:

Modules:

Umoja Cash Management and Treasury Overview introduces Cash Management within the Umoja solution. This course explains the roles played by the Treasury and the Cashier’s Office and examines how these roles will change with the implementation of Umoja.

This course will also identifies the global implications of the changes to Treasury and Cash Management in the field. It incorporates the Master Data elements associated with this process and reporting capabilities through Umoja Business Intelligence (BI).

The following Modules are included in this course:1. Course Introduction2. Module 1: Introduction to Cash Management in Umoja3. Module 2: Cash Management and Treasury Master Data4. Module 3: Cash Management and Treasury Processes5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview• 201- Umoja ECC Navigation

Umoja Enterprise Roles:

• Cash Management Cashier• Investment Cashier• Front_Office_Treasury_User• Back_Office_Treasury_User• Treasury_Administrator• CMT Bank Signatory• Petty Cash Imprest User

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316 – Umoja Cash and Liquidity ManagementHigh-Level Overview:

Modules:

Umoja Cash and Liquidity Management outlines the different Cash Position tools and how they integrate with the Umoja solution. The course highlights the composition and purpose of the Cash Position and Liquidity Forecast Reports.

It also explains how to replenish funds in UN US dollar and foreign currency House Bank Accounts.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Cash Position & Liquidity Forecast3. Module 2: Manage Cash Levels4. Course Summary5. Course Assessment6. Course Evaluation

Course Details :Duration

• 9 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data & Coding

Overview• 105 - Umoja Cash Management & Treasury• 108 - Umoja Cost & Management

Accounting• 201 - Umoja ECC Navigation• 203 - Umoja BI Navigation

Umoja Enterprise Roles:

• Cash Management Cashier• Investment Cashier• Front_Office_Treasury_User• Treasury_Administrator• CMT Bank Signatory 24

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308 – Umoja General Ledger ProcessHigh-Level Overview:

Modules:

Umoja General Ledger process introduces the business process associated with General Ledger and how the Umoja solution will support this process. The course identifies the three sources of General Ledger entries and explains the difference between account ledgers and subsidiary ledgers. It details how other business areas interact with the General Ledger process.

It incorporates the Master Data elements associated with this process and reporting capabilities through Umoja Business Intelligence (BI).

The following Modules are included in this course:1. Course Introduction2. Module 1: Introduction to Umoja General Ledger3. Module 2: General Ledger Master Data4. Module 3: General Ledger Processes5. Module 4: General Ledger Reporting6. Course Summary7. Course Assessment8. Course Evaluation

Course Details :

Duration

• 3 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• IPSAS Compliance Training• 101- Umoja Overview• 102 - Umoja Master Data & Coding

Block Overview• 201 - Umoja ECC Navigation• 203 - Umoja BI Navigation

Umoja Enterprise Roles:

• GL_User• GL_Approver• Financial Accounting Senior User

(GL/AP/AR/CO) • Petty Cash Imprest User

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108 - Umoja Cost and Management Accounting Overview High-Level Overview:

Modules:

Umoja Cost and Management Accounting Overview defines Cost Accounting within the Umoja solution and identifies the key roles and responsibilities of those contributing to the process.

The course describes the benefits of Umoja Cost Accounting and addresses cost allocations. It incorporates the Master Data elements associated with this process and reporting capabilities through Umoja Business Intelligence (BI).

The following Modules are included in this course:1. Course Introduction2. Module 1: Umoja Cost and Management Accounting3. Module 2: Cost and Management Accounting Master Data4. Module 3: Cost and Management Accounting Processes5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Master Data & Coding Block

Overview• 201- Umoja ECC Navigation

Umoja Enterprise Roles:

• Fin.Acc. Closing_User• Fin.Acc.Senior_User(GL/AP/AR/CO)• FM Budget Office User• FM Budget Office Approver

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314 – Umoja Cost and Management Accounting ProcessHigh-Level Overview:

Modules:

Umoja Cost and Management Accounting Process describes how to enter, view and reverse an activity allocation and a manual cost allocation. This course addresses the steps to create, maintain, execute, and delete an indirect activity allocation, an assessment cycle and a distribution cycle. Upon completion of this course, a user will be able to set an activity rate and identify the different types of cost allocations.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Umoja Cost and Management Accounting Review3. Module 2: Manual Cost Allocation4. Module 3: Direct Activity Allocation 5. Module 4: Allocation Cycles6. Module 5: Cost and Management Accounting Reports7. Course Summary8. Course Assessment9. Course Evaluation

Course Details :

Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview• 108 – Umoja Cost & Management

Accounting Overview• 201- Umoja ECC Navigation

Umoja Enterprise Roles:

• FA Closing_User• FA Senior_User (GL/AP/AR/CO)• FM Budget Office User• FM Budget Office Approver

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113 - Umoja Accounts Payable Overview High-Level Overview:

Modules:

Umoja Accounts Payable Overview identifies the important changes occurring as a result of the Umoja solution and discusses the impact these changes will have on the Accounts Payable process. This course describes the park and post functionality, and the 3-way matching process.

The following Modules are included in this course:1. Course Introduction2. Module 1: Financial Accounting in Umoja3. Module 2: Invoice Processing4. Module 3: Other Accounts Payable Activities5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview• 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• FA User (AP)• FA Approver (AP)• FA Senior User (GL/AP/AR/CO)• Financial Accounting Closing User

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321 – Umoja Accounts Payable ProcessHigh-Level Overview:

Modules:

Umoja Accounts Payable Process introduces the business process associated with Accounts Payable process and how the Umoja solution will support this process. This course will include the various steps associated with scanning, parking and/or posting invoices; describe how to process Invoices, Credit Notes, Discounts, and Invoice Reductions. Upon completion of this course, users will be able to create invoices for payment of local troops and how to create and replenish Petty Cash/Imprest accounts. It also explains how to execute six types of Down Payments.

The following Modules will be included in this course:1. Course Introduction2. Module 1: GL Accounts for Accounts Payable3. Module 2: Processing Invoices with a Purchase Order4. Module 3: Processing Invoices without a Purchase Order5. Module 4: Credit Memos and Evaluated Receipt Settlement6. Module 5: Down Payments7. Module 6: Accounts Payable Reports8. Course Summary9. Course Assessment10.Course Evaluation

Course Details :

Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 113 - Umoja Accounts Payable

Overview• 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• FA User (AP)• FA Approver (AP)• FA Senior User (GL/AP/AR/CO)

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115 - Umoja Accounts Receivable Overview High-Level Overview:

Modules:

Umoja Accounts Receivable Overview identifies the important changes occurring as a result of the Umoja solution and discusses the impact these changes will have on the Accounts Receivable process. This course defines the high-level process, roles within the process and the interactions between the Accounts Receivable process and other business areas within Umoja.

It incorporates the Master Data elements associated with this process and reporting capabilities through Umoja Business Intelligence (BI).

The following Modules are included in this course:1. Course Introduction2. Module 1: Introduction to Accounts Receivable3. Module 2: Accounts Receivable Master Data4. Module 3: Accounts Receivable Processes5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview• 201- Umoja ECC Navigation•

Umoja Enterprise Roles:

• FA User (AR)• FA Approver (AR)• FA Senior_User (AR/AP/GL/CO)• Financial Accounting Closing User

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330 – Umoja Accounts Receivable ProcessHigh-Level Overview:

Modules:

Umoja Accounts Receivable Process introduces the business process associated with the Accounts Receivable process and how the Umoja solution will support this process. This course outlines the steps involved in Customer Invoice Processing (AR), Incoming Payment Processing, Collections and Write-offs.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Introduction to Accounts Receivable3. Module 2: Customer Invoice Processing 4. Module 3: Incoming Payment Processing5. Module 4: Collections6. Module 5: Write-Offs7. Course Summary8. Course Assessment9. Course Evaluation

Course Details :

Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 115 - Umoja Accounts Receivable

Overview• 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• FA User (AR)• FA Approver (AR)• FA Senior User (GL/AP/AR/CO)

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118 - Umoja Asset Accounting Overview: PK & SPM High-Level Overview:

Modules:

Umoja Asset Accounting Overview identifies the important changes occurring as a result of the Umoja solution and discusses the impact these changes will have on the Asset Accounting process. This course defines the high-level process, roles within the process and the interactions between the Asset Accounting process and other business areas within Umoja. It illustrates the lifetime of an asset. It incorporates the Master Data elements associated with this process and reporting capabilities through Umoja Business Intelligence (BI).

The following Modules are included in this course:1. Course Introduction2. Module 1: Umoja Asset Accounting3. Module 2: Asset Accounting Master Data4. Module 3: Asset Accounting Processes5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 201- Umoja ECC Navigation

Umoja Enterprise Roles:

• Financial Acc.Closing User• Asset Accounting User• Asset Accounting Senior User

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332 – Umoja Asset AccountingHigh-Level Overview:

Modules:

Umoja Asset Accounting describes the key roles and responsibilities in Asset Accounting and the processes that comprise the lifetime of an asset. This course explains how to maintain an asset under construction, how to execute the asset capitalization process for assets under construction, standalone assets, and finance leases. It details how to complete a depreciation run; the transaction to impair an asset; the transaction to retire an asset by donation, scrapping, and sale; and the transaction to transfer an asset and mass transfer multiple assets.

The following Modules are included in this course:1. Course Introduction2. Module 1: Umoja Asset Accounting Review3. Module 2: Acquisition of Fixed Assets4. Module 3: Depreciation of Assets5. Module 4: Impairment of Fixed Asset6. Module 5: Retirement of Fixed Asset7. Module 6: Transfer of Fixed Asset8. Module 7: Asset Accounting Reporting9. Course Summary10.Course Assessment11. Course Survey

Course Details :

Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview• 118 - Umoja Asset Accounting

Overview• 201- Umoja ECC Navigation

Umoja Enterprise Roles:

• Asset Accounting User• Asset Accounting Senior User• Financial Acc.Closing User

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334 – Umoja Month End Closing ProcessHigh-Level Overview:

Modules:

Umoja Month End Closing Process explains the purpose and benefits of the month end closing process and describes how to execute all the activities conducted as part of the month-end closing process.

The following Modules are included in this course:1. Course Introduction2. Module 1: Pre-closing Check/Readiness3. Module 2: Data Collection Closing4. Module 3: Reconciliation and Adjustment5. Module 4: Final Close6. Course Summary7. Course Assessment8. Course Survey

Course Details :

Duration

• 3 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data & Coding

Block Overview• 201 - Umoja ECC Navigation• 203 - Umoja BI Navigation

Umoja Enterprise Roles:

• FA Closing User

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104 – Umoja Funds Management OverviewHigh-Level Overview:

Modules:

Umoja Funds Management Overview examines the Funds Management process and integration points with other areas of finance. This course will explain the Budgeting processes, Earmarked funds, Budget Availability Control (AVC) and Budget Closing operations. It incorporates the Master Data elements associated with this process and reporting capabilities through Umoja Business Intelligence (BI).

The following Modules are included in this course:1. Course Introduction2. Module 1: Umoja Funds Management Introduction3. Module 2: Funds Management Master Data4. Module 3: Budget Distribution5. Module 4: Budget Implementation6. Module 5: Budget Closing Operations7. Course Summary8. Course Assessment9. Course Evaluation

Course Details :Duration

• 2 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 201- Umoja ECC Navigation

Umoja Enterprise Roles:

• Accounting_Office_User• Budget_Office_User• Budget_Office_Approver• Funds_Commitment_Approver• Earmarked_Funds_Document_Certifier• Financial Accounting Senior User• FM Support – User

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309 - Umoja Budget DistributionHigh-Level Overview:

Modules:

Umoja Budget Distribution introduces the business process associated with Budget Processing and how the Umoja solution will support this process. This course will illustrate how to enter or upload a budget allotment and supplement, and how to complete activities related to a budget transfer and budget return. It also details the steps required to close out a budget.

The following Modules are included in this course: 1. Course Introduction2. Module 1: Budget Distribution in Umoja – Overview3. Module 2: Budget Enter Process4. Module 3: Budget Transfers (Allotments & Redeployments)5. Module 4: Budget Supplements (Commitment Authority)6. Module 5: Budget Returns (Savings)7. Module 6: Budget Closing Activities8. Module 7: Documents and Workflows9. Course Summary10.Course Assessment11.Course Survey

Course Details :

Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data & Coding

Block Overview• 104 - Umoja Funds Management

Overview• 201 - Umoja ECC Navigation• 203 - Umoja BI Navigation

Umoja Enterprise Roles:

• Budget_Office_User• Budget_Office_Approver• Accounting Office - User

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310 – Umoja Budget ImplementationHigh-Level Overview:

Modules:

Umoja Earmarked Funds explains the purpose of pre-commitments and funds commitments and describes the related workflow process. This course outlines how to create, change and zero out a funds pre-commitment, funds commitment, travel funds commitment, funds blocks and reservations, and describes how to view the status of a funds commitment or pre-commitment.

The following Modules are included in this course:1. Course Introduction2. Module 1: Introduction to Funds Commitments3. Module 2: Funds Pre-commitment4. Module 3: Funds Commitment5. Module 4: Travel Funds Commitment6. Module 5: Funds Blocks & Funds Reservations7. Module 6: Earmarked Funds Workflows & Reports8. Course Summary9. Course Evaluation10.Course Assessment

Course Details :Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview• 104 - Umoja Funds Management

Overview• 201 - Umoja ECC Navigation• 203 - Umoja BI Navigation

Umoja Enterprise Roles:

• Budget_Office_User• Budget_Office_Approver• Earmarked Funds Documents

Certifier• Accounting_Office_User• Funds Commitment Approver• FM_Support_User 37

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331 – Umoja Investment AccountingHigh-Level Overview:

Modules:

Umoja Investment Accounting explains the roles and responsibilities involved in the Investment Accounting processes. The course reviews FOREX Exposures and how to perform spot transactions. It outlines the process for foreign exchange decisions and how to update the Umoja Security Master. The course explains how to enter, approve, and modify Investment Transactions into Umoja and post derived flows. It reviews accounts for Premiums and Discounts. The course will also explain how to generate, review and post accounting entries for accrued income and amortization of premiums/discounts. Finally, the course examines how to update reference rates for Variable Rate Bonds and distribute investment income and expense to the investment pool participants.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Transaction Execution – Investments3. Module 2: Transaction Execution – Foreign Exchange4. Module 3: Investment Accounting – Daily Process5. Module 4: Investment Accounting – Period-End Process6. Course Summary7. Course Assessment8. Course Evaluation

Course Details :

Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview• 105 - Umoja Cash Management &

Treasury Overview• 201 - Umoja ECC Navigation • 202 - Umoja BI Navigation

Umoja Enterprise Roles:

• Back_Office_Treasury_User• Investment Cashier• Cash Management Cashier

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322 – Umoja Payment ProcessingHigh-Level Overview:

Modules:

Umoja Payment Processing describes how to process an outgoing payment and how to process an incoming payment for a cash or cheque receipt. This course explains how to manually reconcile prior day bank statements against operational and treasury transactions and how to execute payment processing reports.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Process Outgoing Payments in Umoja3. Module 2: Process Incoming Payments 4. Module 3: Daily Reconciliation of Bank Transactions5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• IPSAS Compliance Training• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview• 105 - Umoja Cash Management &

Treasury Overview• 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• Cash Management Cashier• Bank Signatory• CMT Bank Signatory• Petty Cash Imprest User

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106 - Umoja Grants Management OverviewHigh-Level Overview:

Modules:

Umoja Grants Management Overview is an introduction to Grants Management in Umoja. The course lists the key roles and responsibilities involved in the GM process and describes the key changes and benefits of Umoja GM. It details the elements that constitute GM Master Data and outlines the GM process in Umoja.

The following Modules are included in this course: 1. Course Introduction2. Module 1: Introduction to Grants Management3. Module 2: Grants Management Master Data4. Module 3: Grants Management for Grantee Process in Umoja5. Course Summary6. Course Assessment7. Course Survey

Course Details :

Duration

• 2 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data & Coding

Block Overview• 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• GM Account User• GM Account Approver• GM Grants Creator• GM Budget User Unreleased• GM Budget Approver Unreleased• GM Budget User Released• GM Budget Approver Released• GM Support User• GM Master Data Maintainer

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311 - Umoja Grants Management Process – Framework IHigh-Level Overview:

Modules:

Umoja Grants Management - Framework 1 explains the key concepts for the GM for Grantee Process, lists the key roles and responsibilities involved in the process, describes the Master Data elements used and outlines the high-level process steps. The course also details Framework 1 grants, including how to create the key Master Data elements, create and approve an unreleased grant budget, perform the required billing activities, created a released grant budget, and close a framework 1 grant. Finally, the course reviews the reports involved in the GM for Grantee process.

The following Modules are included in this course: 1. Course Introduction2. Module 1: Grants Management Review3. Module 2: Set Up Master Data4. Module 3: Create Unreleased Grant Budget5. Module 4: Perform Grant Billing6. Module 5: Create Released Grant Budget7. Module 6: Close Grant8. Module 7: Reporting9. Module 8: Learning Activity – Grant Scenarios10.Course Summary11. Course Assessment12.Course Survey

Course Details :

Duration

• 9 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data & Coding

Block Overview• 106 - Umoja Grants Management

Overview• 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• GM Account User• GM Account Approver• GM Grants Creator• GM Budget User Unreleased• GM Budget Approver Unreleased• GM Budget User Released• GM Budget Approver Released• GM Support User• GM Master Data Maintainer

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312 - Umoja Grants Management Process – Framework IIHigh-Level Overview:

Modules:

Umoja Grants Management - Framework 2 explains the key concepts of the Grants Management for Grantee process. The course describes the Master Data elements used in the GM for Grantee process and how to create the key Master Data elements for GM. It details the high level process steps in the GM for Grantee process including creating and approving an unreleased grant budget for a Framework 2 grant, performing billing for a Framework 2 grant, creating and approving a released grant budget for a Framework 2 grant, and closing a Framework 2 grant. The course also outlines the reports involved in the GM for Grantee Process.

The following Modules are included in this course: 1. Course Introduction2. Module 1: Grants Management Review – Grant Types and Frameworks 3. Module 2: Set Up Master Data4. Module 3: Link Resource Mobilization, Main Implementation and Passthrough

Grants5. Module 4: Create Unreleased Grant Budget6. Module 5: Perform Grant Billing7. Module 6: Create Released Grant Budget8. Module 7: Close Grant9. Module 8: Reporting10.Module 9: Learning Activity – Grant Scenarios11. Course Summary12.Course Assessment13.Course Survey

Course Details :Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data & Coding Block

Overview• 106 - Umoja Grants Management

Overview• 201 - Umoja ECC Navigation• 312 - Umoja Grants Management-

Framework 1Umoja Enterprise Roles:

• GM Account User• GM Account Approver• GM Grants Creator• GM Budget User Unreleased• GM Budget Approver Unreleased• GM Budget User Released• GM Budget Approver Released• GM Support User• GM Master Data Maintainer

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Supply Chain Courses

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110 - Umoja Requisitioning Overview High-Level Overview:

Modules:

Umoja Requisitioning Overview identifies the important changes occurring as a result of the Umoja solution and discusses the impact these changes will have on Requisitioning and other Procurement processes.

It describes the concepts of online approvals and reviews and the use of Shopping Carts. This course introduces at a high-level the process for Low Value Acquisitions. It incorporates the Master Data elements associated with this process.

The following Modules are included in this course:1. Course Introduction2. Module 1: Requisitioning in Umoja3. Module 2: Creating Requisitions4. Module 3: Low Value Acquisitions5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 2 hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 201 - Umoja ECC Navigation• 202 – Umoja SRM Navigation

Umoja Enterprise Roles:

• Requisitioner• Buyer• Buyer_Supervisor• Approver• Low_Value_Acquisitioner

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318 – Umoja RequisitioningHigh-Level Overview:

Modules:

Umoja Requisitioning describes the major steps of the Requisitioning process including creating and submitting a shopping cart, adding an item to a shopping cart, selecting the appropriate account assignments for shopping cart items and saving and ordering a shopping cart. This course outlines the required changes when procuring for services rather than goods.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Requisitioning in Umoja3. Module 2: Create a Shopping Cart4. Course Summary5. Course Assessment6. Course Evaluations

Course Details :

Duration

• 5 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 110 - Umoja Requisitioning

Overview• 202 - Umoja SRM Navigation• 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• Requisitioner • Approver• SA Requisitioner (Shopping Carts

- goods/services excluding HR)• SA Approver (Shopping Carts -

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319 – Umoja SolicitationsHigh-Level Overview:

Modules:

Umoja Solicitations explains how to use the Supplier Relationship Management (SRM) portal to support activities around solicitations. This course will allow users to create a Solicitations document in the SRM portal from an existing requisition and review the correct procedures when selecting between different types of solicitations. The course describes how to add bidders to a Solicitations document and how to reject or award a bid to a particular vendor.

The following Modules are included in this course:1. Course Introduction2. Module 1: Solicitations in Umoja3. Module 2: Prepare Solicitations4. Module 3: Receive and Evaluate Bids5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 110 - Requisitioning Overview• 111 - Procurement Overview• 202 - Umoja SRM Navigation• 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• Buyer• Buyer_Supervisor

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111 - Umoja Procurement Overview High-Level Overview:

Modules:

Umoja Procurement Overview identifies the key roles and responsibilities in Procurement, and explains the Procurement process in Umoja. The course introduces the different types of Master Data relevant for the Procurement process and the impact of Umoja SRM on all Procurement processes. It details the major changes to the Solicitations and Contracts processes and other key changes after the Umoja implementation.

The following Modules are included in this course:1. Course Introduction2. Module 1: Supply Chain Master Data3. Module 2: Solicitations4. Module 3: Contracts and Purchase Orders5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 2 hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 201 - Umoja ECC Navigation• 202 - SRM Navigation

Umoja Enterprise Roles:

• Buyer• Buyer_Supervisor• Bid_Administrator• Approver• MOU_Approver• MOU_Purchaser

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323 – Umoja Requisitioning and Procurement ApprovalsHigh-Level Overview:

Modules:

Umoja Procurement Approvals describes the overall approval process and the different types of documents that require approval in Umoja SRM. This course will explain the concept of Workflow Approvals and key responsibilities throughout the process. Upon completion of this course, users will be able to monitor the Universal Worklist for required approvals and approve a shopping cart, RFX document or Contract.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Approvals in Umoja3. Module 2: Approve a Document in Umoja SRM4. Course Summary5. Course Assessment6. Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 110 - Requisitioning Overview• 201 - Umoja ECC Navigation• 202 - Umoja SRM Navigation

Umoja Enterprise Roles:

• Approver

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326 – Umoja Low Value AcquisitionsHigh-Level Overview:

Modules:

Umoja Low Value Acquisitions explains when and for what purpose Low Value Acquisitions are used and details how to create a Low Value Acquisition.

The following Modules will be included in this course:1. Course Introduction2. Introduction to Low Value Acquisitions3. Create Low Value Acquisitioning4. Course Summary5. Course Assessment6. Course Evaluation

Course Details :

Duration

• 3 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview • 110 - Umoja Requisitioning

Overview• 201 - Umoja ECC Navigation• 202 - Umoja SRM Navigation

Umoja Enterprise Roles:

• Low_Value_Acquisitioner

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112 - Umoja Logistics Overview (Inbound Goods Process): PK & SPM High-Level Overview:

Modules:

Umoja Logistics Overview describes the high-level Inbound Goods Process in Umoja and outlines the ways in which the Umoja solution will make changes to this process. This course explains the difference between a Virtual and Physical Good Receipt and how it will be used in the future.

The following Modules are included in this course:1. Course Introduction2. Module 1: Umoja Logistics (Inbound Goods Process)3. Course Summary4. Course Assessment5. Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 1

Prerequisites

• 101 - Umoja Overview• 102 - Master Data & Coding

Block Overview• 201 - Umoja ECC Navigation• 202 - Umoja SRM Navigation

Umoja Enterprise Roles:

• Inbound_Coordinator• Receiving_User (not at HQ)• Virtual_Receiving_User

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320 – Umoja Inbound Goods ProcessHigh-Level Overview:

Modules:

Umoja Inbound Goods Process describes the significance of the Inbound Goods Process and outlines the key roles and responsibilities as a result of the Umoja solution. This course explains the different Goods Receipt scenarios and the conditions under which they are implemented. It outlines how to display, update and monitor an Inbound Delivery; how to move goods to a Quality Inspection Lot; how to record and update inspections results; and how to process a return to a vendor. The course also describes the information transferred from the Umoja ECC system to the Galileo system.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Umoja Inbound Goods Process Review3. Module 2: Inbound Delivery4. Module 3: Virtual Goods Receipt5. Module 4: Physical Goods Receipt6. Module 5: Goods Receipt Returns and Reversals7. Module 6: Umoja ECC to Galileo Interface8. Course Summary9. Course Assessment10.Course Evaluation

Course Details :

Duration

• 4 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data &

Coding Block Overview• 112 - Umoja Logistics Overview:

PK & SPM• 201 - Umoja ECC Navigation• 202 - Umoja SRM Navigation

Umoja Enterprise Roles:

• Inbound_Coordinator• Receiving_User (not in HQ)• Virtual_Receiving_User

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328 – Umoja Contract and PO CreationHigh-Level Overview:

Modules:

Umoja Contract Management explains how to create a Purchase Order from a Shopping Cart or Solicitation, and outlines how to create a Contract from a Solicitation. This course describes how to edit a contract based on re-negotiations or other criteria, and how to monitor the performance of a specific contract.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Contracts in Umoja3. Module 2: Create Contracts4. Module 3: Manage Purchase Orders5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 3 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview • 110 - Umoja Requisitioning

Overview• 111 - Umoja Procurement

Overview• 319 - Umoja Solicitations• 201 - Umoja ECC Navigation• 202 - Umoja SRM Navigation

Umoja Enterprise Roles:

• Buyer• Buyer_Supervisor

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121 – Umoja Requesting and Managing Services of Consultants & Individual Contractors Overview

High-Level Overview:

Modules:

Umoja Requesting and Managing Services of Consultants and Individual Contractors Overview identifies the key changes and benefits of the Umoja solution for the Consultant and IC recruitment process. It lists the roles and responsibilities and explains the Master Data relevant in this process. It describes the function of Umoja SRM in the Consultant and IC recruitment process, as well as the concept and use of Shopping Carts in an HR context and

the concept of online approvals and reviews.

The following Modules will be included in this course:1. Course Introduction2. Master Data3. Requesting for Services of Consultants and Individual Contractors in Umoja4. Creating a Request5. Contracts for Consultants and Individual Contractors6. Course Summary7. Course Assessment8. Course Evaluation

Course Details :

Duration

• 2 Hour

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 1

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data & Coding

Block Overview 201 - Umoja ECC Navigation

• 202 - Umoja SRM Navigation

Umoja Enterprise Roles:

• SA Requisitioner (Shopping Carts - HR for ICs/Consultants only)

• SA Approver (HR Contracts - ICs/Consultants)

• SA Approver (Shopping Carts - HR for ICs/Consultants only)

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341 – Umoja Requesting Services of Consultants and Individual Contractors

High-Level Overview:

Modules:

Umoja Requesting Services of Consultants and Independent Contractors outlines the key roles and responsibilities involved in the Requesting Services for Consultants and Independent Contractors process. The course explains the steps involved in the process and outlines how to create, approve and edit a Shopping Cart for the services of consultants and independent contractors.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Requesting Services of Consultants and Independent Contractors3. Module 2: Create Service Request in Form of Shopping Cart4. Module 3: Approve or Reject Shopping Cart5. Module 4: Accept or Edit Shopping Cart6. Course Summary7. Course Assessment8. Course Evaluation

Course Details :

Duration

• 3 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data & Coding

Block Overview • 121 - Umoja Requesting and

Managing Services of Consultants and Independent Contractors Overview

• 201- Umoja ECC Navigation• 202 - SRM Navigation• 342 - Umoja Service Receipt process

Umoja Enterprise Roles:

• SA Requisitioner (HR for ICs/Consultants only)

• SA Approver (Shopping Cart/HR Contracts - ICs/Consultants)

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343 – Umoja Managing Services of Consultants and Individual Contractors

High-Level Overview:

Modules:

Umoja Managing Services of Consultants and Independent Contractors outlines the key roles and responsibilities involved in the process of managing services for Consultants and Independent Contractors. The course explains the steps involved in creating, approving and editing an HR contract.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Create HR Contract3. Module 2: Approve HR Contract4. Module 3: Accept or Edit HR Contract5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 3 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview • 121 - Umoja Requesting and

Managing Services of Consultants and Independent Contractors Overview

• 201- Umoja ECC Navigation• 202 - Umoja SRM Navigation• 342 - Umoja Service Receipt process

Umoja Enterprise Roles:

• SA Requisitioner (HR for ICs/Consultants only)

• SA Approver (Shopping Cart / HR Contracts - ICs/Consultants) 55

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High-Level Overview:

Modules:

Umoja Service Receipt Process outlines the service receipt process and lists the roles and responsibilities involved. The course explains how to review a purchase order and then how to create, approve, reverse and delete a service entry sheet. The course also details the types of reports that can be run on service entry sheets.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Service Receipt Process Overview3. Module 2: Review Purchase Order4. Module 3: Create Service Entry Sheet5. Module 4: Approve Service Entry Sheet6. Module 5: Reverse/Delete Service Entry Sheet7. Module 6: Reporting8. Course Summary9. Course Assessment10.Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Computer Based Training (CBT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview • 201 - Umoja ECC Navigation• 202 - Umoja SRM Navigation

Umoja Enterprise Roles:

• Requisitioner • Approver

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342 – Umoja Service Receipt Process- Non HR

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Master Data Maintenance Courses

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High-Level Overview:

Modules:

The purpose of the Umoja Financial Master Data Maintenance course is to instruct the user to perform maintenance activities related to Controlling and Funds Management data elements in Umoja.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Data Governance Overview3. Module 2: Master Data Maintenance and Controlling4. Module 3: Master Data Maintenance and Funds Management5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 6 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview • 104 - Umoja Funds Management

Overview• 108 – Umoja Cost and

Management Accounting Overview

• 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• FM Master Data Maintainer

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344 – Umoja Financial Master Data Maintenance

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High-Level Overview:

Modules:

The purpose of the Umoja Business Partner – Individual Maintenance course is to instruct the user to perform maintenance activities related to Business Partner (Individual) in Umoja.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Data Governance3. Module 2: Business Partner4. Module 3: Business Partner Individual Maintenance5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview • 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• BP Maintainer Individual• BP Approver Individual

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345 – Umoja Business Partner - Individual Maintenance

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High-Level Overview:

Modules:

The purpose of the Umoja Business Partner - Treasury Maintenance course is to instruct the user to perform maintenance activities related to Treasury Business Partner in Umoja.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Data Governance and Master Data3. Module 2: Business Partner4. Module 3: Issuer Maintenance5. Module 4: Counterparty Maintenance6. Course Summary7. Course Assessment8. Course Evaluation

Course Details :

Duration

• 3 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview• 105 - Umoja Cash Management

and Treasury Overview • 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• BP Maintainer Treasury

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346 – Umoja Business Partner - Treasury Maintenance

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High-Level Overview:

Modules:

The purpose of the Umoja Business Partner – Third Party course is to instruct the user to perform maintenance activities related to Third Party Business Partners, those maintained in Umoja.

The following Modules will be included in this course:1. Course Introduction2. Module 1: WIP3. Module 2: WIP4. Module 3: WIP5. Course Summary6. Course Assessment7. Course Evaluation

Course Details :

Duration

• 3 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview • 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• BP Maintainer Third Party• BP Approver Third Party

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347 – Umoja Business Partner – Third Party

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High-Level Overview:

Modules:

The purpose of the Umoja Asset, Inventory and Equipment Master Data Maintenance course is to instruct the user to perform maintenance activities related to Asset master data elements in Umoja.

This is applicable to Peacekeeping and Special Political Missions during the period of coexistence of the Umoja and Galileo systems.  During this interim period, only Asset Master Data maintenance will be included in this course.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Data Governance Overview3. Module 2: Maintain Asset in Umoja4. Course Summary5. Course Assessment6. Course Evaluation

Course Details :

Duration

• 2 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview • 118 - Asset Accounting Overview• 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• ED Plaint Maintainer MDM• FA Asset Accounting User

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348 – Umoja Asset, Inventory and Equipment Maintenance

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High-Level Overview:

Modules:

The purpose of the Umoja Business Partner – UNGM Maintenance course to explain the Master Data maintenance activities related to commercial Business Partners (BP’s) migrated from United Nations Global Marketplace (UNGM) to Umoja.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Data Governance Overview3. Module 2: Business Partner Overview4. Module 3: Commercial Business Partner Maintenance5. Module 4: Standard Business Partner Functions6. Module 5: Business Partner Approval7. Module 6: Business Partner Report8. Course Summary9. Course Assessment10.Course Evaluation

Course Details :

Duration

• 4.5 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview • 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• BP Maintainer Commercial• BP Maintainer Commercial Approver

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349 – Umoja Business Partner – Commercial

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High-Level Overview:

Modules:

The purpose of the Umoja Business Partner Bank Data Maintenance course is to explain the Business Partner (BP) Creation and Maintenance process for all types of BP’s, focusing specifically on updating and approving Banking Details.

The following Modules will be included in this course:1. Course Introduction2. Module 1: Data Governance Overview3. Module 2: Business Partner Overview4. Module 3: Business Partner Maintenance5. Module 4: Bank Data Maintenance6. Module 5: Standard Business Partner Functions7. Module 6: Business Partner Confirmation Process8. Module 7: Business Partner Reports9. Course Summary10.Course Assessment11.Course Evaluation

Course Details :

Duration

• 3 Hours

Delivery Method

• Instructor Led Training (ILT)

Level

• Level 3

Prerequisites

• 101 - Umoja Overview• 102 - Umoja Master Data and

Coding Block Overview• 105 - Umoja Cash Management and

Treasury Overview• 201 - Umoja ECC Navigation

Umoja Enterprise Roles:

• BP Maintainer Individual - Bank Data• BP Approver Global - Bank Data• BP Maintainer Third Party - Bank

Data• BP Maintainer Commercial - Bank

Data

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355 – Umoja Business Partner – Bank Data Maintenance


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