New Financial Review Checklist trainings added

Two new training sessions have been created to assist in completing the Financial Review Checklist (FRC). First, a training has been added to address the Review New Restricted Gifts Established step on the checklist. The training will provide detail on completing this step utilizing Workday Reports and Excel, and cover any possible follow-up actions. You can find this training, as well as our previously published trainings, by searching for the Financial Review Checklist channel on Stream or via this link. You can also access a PDF version on the It’s Your Yale - Financial Compliance web page.

Additionally, How to Complete the Financial Review Checklist training has been created to provide guidance to department business offices when completing the FRC. This training can be found on the It’s Your Yale - Financial Compliance web page.