You are here

Training: Procurement

In addition to online courses and in-person training listed below, there are step-by-step guides available. SkillSoft courses are accessed through the myCUinfo portal > CU Resources tab > Training menu > Start SkillSoft > Catalog menu > University of Colorado Courses folder. Training requirements depend on the procurement role as summarized in the following tables. Questions about procurement training should be directed to the FinPro Help Desk.

CU Marketplace

SKILLSOFT COURSE CU MARKETPLACE ROLE – Refer to the Financial Systems Access Request Form for role details and to request access.
  Inquiry  Shopper **Fiscal Approver Requester Receiver **Invoice Match Exception Approver
Information Security and Privacy Required Required Required Required Required Required
CU Marketplace - Shopper Recom-mended
Fiscal Code of Ethics Recom-mended Required Required Required Required
Procurement - Purchasing & Contract Mgmt Required Required Required Required
CU Marketplace - Approver Required
CU Marketplace - Requester Required
CU Marketplace - Receiver Required
CU Marketplace - Invoice Match Exception Approver Required
In-person training Optional on-site departmental training for all roles is available by request. On-site training is intended to benefit a group of individuals; it is not 1:1 instruction. Individuals attending on-site training should have already completed all relevant online courses.
**Must also have a SpeedType fiscal role: Fiscal Principal, Fiscal Manager, or Fiscal Staff approver. Contact ABS Technical Operations for assistance.
 

Concur Travel & Expense System

Every employee – or Type 15/31 POI – has access to the Concur Travel & Expense System. To approve Travel Reconciliation (employee reimbursement) expense reports, you must be either an HR Supervisor, or have a fiscal role of org/program/project principal or manager on a SpeedType, or be listed as SpeedType Fiscal Staff Approver. To approve Procurement Card expense reports, you must be the cardholder’s Procurement Card Approving Official.

CONCUR TRAVEL & EXPENSE SYSTEM — Recommended but not required Format
Course: Booking Travel SkillSoft
Course: Reconciling Travel SkillSoft
Course: Reconciling Procurement Card SkillSoft
On-site training in your department is available by request. On-site training is intended to benefit a group of individuals; it is not 1:1 instruction. Individuals attending on-site training should have already completed all relevant online courses. In-person

 

Commercial Cards (Procurement Card and Travel Card)

Procurement card, travel card, and approving official application forms are on the PSC forms page

SKILLSOFT_COURSE ROLE
Procurement Card Cardholder Procurement Card Approving Official Travel Card Cardholder
Fiscal Code of Ethics Required Required Required
Procurement - Purchasing & Contract Mgmt Required Required
Procurement Card Cardholder Training Required
Procurement Card Approving Official Training Required
Concur - Reconciling Procurement Card Recommended
Travel and Travel Card Training Required
Concur - Reconciling Travel Recommended