Training & Resources

raisehand-166671623The 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 PCard
Division Cardholder’s Approver FMS1415 Approving PCard Transactions
Requisition Preparer FMS1406 Purchasing Using ePro Requisitions
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.

Division PCard Program and Training

For Division PCard Cardholders and Approvers

FMS v.9.2 Training:

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 FSMHelp@lbl.gov.

ePro Requisition Preparer Training

For Requisition Preparers

FMS v.9.2 Training:

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 FSMHelp@lbl.gov.

ePro v9.2 User Guide:

ePro v9.2 User Guide has been updated. You can access it here or from the Procurement & Property website under ePro Tools.

ePro Requisition Approver Training

For Requisition Approvers

FMS v.9.2 Training:

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 FSMHelp@lbl.gov.

 

Procurement PO Closeout
Closeout of Purchase Orders eliminates the Laboratory’s liability, so it’s imperative that closeout be completed as soon as possible after a contract or Purchase Order is physically complete, unless some unique or peculiar circumstances preclude the closing. Procurement’s PO Closeout page provides useful information to assist you.
Technical Representative Training

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.