Classes
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If you have any questions about the classes listed below, please e-mail askUS!
- Electronic Office Management (EOM)
- Fiscal Year-End Process
- Introduction to Accounting
- Introduction to *DEFINE and Electronic Documents
- Inventory Policies and Procedures
- Managing University Records at the Department Level
- Payment Vouchers - VP1, VP2
- Records Management Training
- Request for Travel Authorizations (RTA documents)
- Special Topics in Records Management
- Travel Talk
- Travel Vouchers
Online Training
DE 525 - Electronic Office Management (EOM)
This class will explain the basic concepts of electronic office management including authorizations and routing.
Prerequisites
- None
DE 410 - Fiscal Year-End Process
This class covers:
- information and examples about account rollover
- 13th month
- 14th month
- balance forwards
- adjusting entries
- year-end process dates
Prerequisites
- None
Materials:
DE 301 - Introduction to Accounting
This class covers:
- an overview of the University of Texas accounting system
- Office of Accounting structure
- UT accounting terminology
Prerequisites
- None
Materials:
DE 232 - Introduction to *DEFINE and Electronic Documents
This class covers:
- *DEFINE's menu structure
- how to navigate within the system
- how to access system help
- how authorizations are maintained
- the basics of electronic documents
Prerequisites
- IC 101 - The Electronic Campus is recommended, but not required.
Materials:
DE 437 - Inventory Policies and Procedures
This class covers:
- tracking, reporting, and relinquishing inventory.
- information for departmental inventory contacts and those who take the annual physical inventory (those that scan).
- departmental annual physical inventory forms.
- policies and procedures as mandated by the State of Texas.
This is a mandatory class which must be taken by the inventory contact once every two years.
Prerequisites
Materials:
DE 451 - Managing University Records at the Departmental Level
This class covers practical aspects of conducting a records inventory, procedures for disposing of records that meet retention requirements, and developing departmental records management procedures.
Note: DE 450- Records Management Training is highly recommended prior to taking this course.
See Records Management Services for further information.
Prerequisites
- None
DE 217 - Payment Vouchers - VP1, VP2
This class covers:
- electronic payment voucher preparation
- an explanation Vendor Identification Numbers (VIDs)
- object class coding
- service dates
- payee reference information and support information requirements
See Accounts Payable Services for further information.
Prerequisites
- None
Materials:
DE 450 - Records Management Training
This class covers managing, retaining, and disposing of university records. Attendees will learn answers to the following questions:
- What is a record?
- Who is responsible for managing them?
- Why do we have to manage records?
- What do I keep and what do I throw away?
- How do I dispose of records?
- How often do I need to review and purge records?
See Records Management Services for further information.
Prerequisites
- None
This course is required for all departmental records management contacts. It may also be beneficial for anyone involved in departmental records management.
DE 513 - Request for Travel Authorizations (RTA documents)
This class covers the rules and regulations governing travel authorizations and includes an introduction to the *DEFINE VE5 and VE6 documents.
Prerequisites
- IC 101 - The Electronic Campus is recommended, but not required
- DE 232 - Introduction to *DEFINE is recommended, but not required
Materials:
DE 452 - Special Topics in Records Management
This class consists of sessions for Departmental Records Management Contacts or their designated alternates to discuss and exchange views on specific records management processes.
See Records Management Services for further information.
Prerequisites
- None
DE 515 - Travel Talk
This class offers UT staff the opportunity to meet with business travel experts at UT Austin, ask questions, get answers, learn about the travel process and discuss what's new.
Prerequisites
- none
DE 514 - Travel Vouchers (VP5 documents)
This class covers the rules and regulations governing transportation, meals, lodging, and other travel expenses and includes an instroduction to the *DEFINE VP5 document.
Prerequisites
- IC 101 - The Electronic Campus is recommended, but not required
- DE 232 - Introduction to *DEFINE is recommended, but not required
Materials:
CW 505 - Cashier Training
This class provides online training to university employees who deal with cash and/or checks and provides important information about university policies and procedures.
Taking the Training:
- This is a Web-based training that can be taken at your convenience.
- You must have an active UT EID and e-mail address before enrolling.
- Go to the Complaince Training System to enroll in CW 505.
If you have any questions about this class or the registration process, please e-mail the Class Contact.
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