The OCFO offers a full curriculum of FMS v 9.2 courses. The following Procurement-related eLearning courses are available.
Role | Course Number | Title |
Division Purchase Cardholder | FMS1410 | Purchasing Using a Division Purchase Card (PCard) |
Division Cardholder’s Approver | FMS1415 | PCard Approver Training |
Requisition Preparer | FMS1406 | ePro Requisition Preparer: Key Concepts |
Requisition Preparer | (Video) | How to Create an ePro Requisition |
Requisition Approver | FMS1407 | ePro Requisition and eBuy Approver Training |
Technical Representative | CFO0330 | |
eBuy User | eBuy Tutorials | |
Procurement Webinars |
Click the heading below related to your role for more information regarding each of these courses.
For Division PCard Cardholders and Approvers
FMS v.9.2 Training:
- Cardholders must take Purchasing Using PCard (FMS1410)
- Approvers must take Approving PCard Transactions (FMS1415)
Cardholders and their Approvers are required to complete eLearning training prior to being granted access to ePro v9.2 to create PCard orders and reconcile/verify/approve bank statement transactions. You will see completion for this training reflected in your Berkeley Lab Training Profile.
The Division Purchase Cardholder (PCard) Program allows authorized employees to make business-related purchases for low-value, standard off-the-shelf items and services not available from the eBuy online catalog, which do not require a Purchase Order or special approval. Click here to view the PCard site. If you have any technical issues, questions, or feedback, please contact [email protected].
For Requisition Preparers
FMS v.9.2 Training:
- Requisition Preparers must take Purchasing Using ePro Requisitions (FMS1406)
This training is a self-paced online course that provides instruction on the business and technical aspects of creating requisitions in ePro v.9.2. All Requisition Preparers must take this eLearning course prior to creating a requisition in ePro v.9.2. System access will not be granted until you receive course credit. You will see completion for this training reflected in your Berkeley Lab Training Profile. If you have any technical issues, questions, or feedback, please contact [email protected].
ePro v9.2 User Guide:
ePro v9.2 User Guide has been updated. You can access it by clicking on the link below or by visiting the Procurement & Property website under ePro Tools.
For Requisition Approvers
FMS v.9.2 Training:
- Requisition Approvers may take ePro Requisition and eBuy Approver Training (FMS1407)
It is recommended that Requisition Approvers take this eLearning course prior to approving a requisition in eProcurement v.9.2. If you have any technical issues, questions, or feedback, please contact [email protected].
Technical Representative training is an eLearning course that provides information regarding the responsibilities of technical representatives:
- Responsibilities as a technical representative of the Laboratory
- Understanding contract requirements
- How to provide appropriate technical direction within the scope of the subcontract
- Role in reviewing, assessing, and accepting contact deliverables
- The need to review contractor invoices
- How to close a contract or purchase order and deobligate funds
Link to Online Training | Course Duration |
Technical Representative Training | This training takes approximately 30-45 minutes to complete. |