Training and Access

    This page contains recommended management training courses and a listing of recommended campus newsletters, meetings, and documents and lists that are helpful to operations managers. You’ll also find access and approval information for required systems and associated training.

    Management Training

    Operations Managers are recommended to complete management training to become a well-rounded operations manager. Explore manager training opportunities.

    Recommended Newsletters and Meeting Announcements

    Are you a lead administrator or operations manager and interested in staying informed? You’ll find a listing below of recommended newsletters and meeting announcements to help you stay up-to-date about news, important activities, and updates. 

    Newsletters

    Meetings

    •  Business Operations Community Meeting (BOCM) announcements
      • Distribution: communications are sent to lead administrators and operations managers to share with their staff as appropriate
    • Central Campus Operations Manager’s meeting announcements
    • Faculty Administrative Services monthly information session
    • Office for Faculty Administrative Services (OFAS) meeting announcements

    Documents and Lists

    Required Access

    The chart below identifies the systems, training, and approvals required to gain access. Please consult the  Business Office Guide to System Access to obtain systems access after you get approval.

    System Name Training Required Needs LA Approval
    AP Toolkit Yes No
    AP Worklist Access No No
    Casual Time Approval Yes No
    Data Warehouse & Brio Classes Yes No
    Drupal Training (if applicable) Yes No
    GCA & GCFA Sponsored Awards Training Yes No
    IRES (Proposal Development) Yes Yes
    ISD - Ellucian International Scholar Dossier Training to onboard international students and scholars Yes No
    JSA Approval (Grant & Non-Grant) Yes No
    LDA Approval (Grant & Non-Grant) Yes No
    Monthly Financial Management Checklist Training Yes No
    Moveable Equipment Inventory No No
    My Time Approval Yes No
    RIF Training Yes No
    SciQuest Approval No No
    STARS for Post-Doctoral Fellows (if applicable) Yes No
    Student Employment Office Approval Class No No
    Workday Yes No
    Yale Budgeting Tool (YBT) Yes Yes