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Procurement Homepage  /  Training

Training

Please register for a class by clicking on the course below and selecting a date, sign in to MyLearn and enroll. All Classes are held online via zoom.

Log in to access with your credentials, scroll down to "My Learn", type in "course name" next to the course and hit enter and select date and time.

TechMart Training

This class will introduce the basics of TechMart, including how to use the software, make purchase requisitions, purchase orders, changes to purchase orders and purchases from contracted and preferred suppliers.

  • January 24, 2024 (9:00am - 11:00am)
  • February 7, 2024 (9:00am - 11:00am)
  • March 13, 2024 (9:00am - 11:00am)
  • April 10, 2024 (9:00am - 11:00am)
  • May 8, 2024 (9:00am - 11:00am)
  • June 12, 2024 (9:00am - 11:00am)
  • July 10, 2024 (9:00am - 11:00am)
  • August 7, 2024 (9:00am - 11:00am)
  • September 11, 2024 (9:00am - 11:00am)
  • October 9, 2024 (9:00am - 11:00am)
  • November 13, 2024 (9:00am - 11:00am)
  • December 11, 2024 (9:00am - 11:00am)

To register for TechMart training please complete the following steps.

  • Through access.caltech.edu click on "My Learn"
  • Click on "Course Catalog"
  • Find Procurement Services and click on "Subcategories"
  • Click on "TechMart"
  • From here you can register for the next class
  • The title will read "TechMart New User Purchasing Training"

TechMart Payment Request and Reimbursement Training

This class will cover payment request usages and reimbursement policies, including how to set up/submit requests for non-PO suppliers, new suppliers, and reimbursements in TechMart. A zoom link will be emailed 1-2 days prior to the class training date.

  • January 31, 2024 (10:00am - 11:30am)
  • February 29, 2024 (10:00am - 11:30am)
  • March 28, 2024 (10:00am - 11:30am)
  • April 30, 2024 (10:00am - 11:30am)
  • May 30, 2024 (10:00am - 11:30am)
  • June 27, 2024 (10:00am - 11:30am)
  • July 31, 2024 (10:00am - 11:30am)
  • August 29, 2024 (10:00am - 11:30am)
  • September 26, 2024 (10:00am - 11:30am)
  • October 31, 2024 (10:00am - 12:00 noon)
  • November 26, 2024 (10:00am - 12:00 noon)
  • December 19, 2024 (10:00am - 12:00 noon)

Register for training through access.caltech.edu

  • Log in to access and select 'My Learn'
  • Select Course Catalog
  • Search catalog for: Payment Request
  • Click ENROLL link

CardQuest

This class will cover policy changes and how to create a report for Goods and Services from beginning to end. It will also cover PTA allocation, Z tax, expense types and e-receipts.

To Enroll: Log in to access with your credentials, scroll down to "My Learn", type in "CardQuest" next to the "course", hit enter and select date and time for G&S.

You will only be able to enroll 3 months from now, but we went ahead and posted all classes for 2024 for your review.

  • Wednesday, January 10, 2024 (9:00am - 11:00am)
  • Wednesday, February 28, 2024 (9:00am - 11:00am)
  • Wednesday, March 27, 2024 (9:00am - 11:00am)
  • Wednesday, April 24, 2024 (9:00am - 11:00am)
  • Wednesday, May 29, 2024 (9:00am - 11:00am)
  • Wednesday, June 26, 2024 (9:00am - 11:00am)
  • Wednesday, July 31, 2024 (9:00am - 11:00am)
  • Wednesday, August 28, 2024 (9:00am - 11:00am)
  • Wednesday, September 25, 2024 (9:00am - 11:00am)
  • Wednesday, October 30, 2024 (9:00am - 11:00am)
  • Wednesday, November 20, 2024 (9:00am - 11:00am)

This class will provide users with an overview of travel policy, how to book a trip in our travel portal and how to create a travel expense report. It will also cover auto rentals, lodging itemization, mileage, meals per diem vs. actual and how to deduct a non-reimbursable expense charged to a PCard. We will also touch upon the Fly America Act and booking with our preferred travel agency .

To Enroll: Log in to access with your credentials, scroll down to "My Learn", type in "CardQuest" next to the "course", hit enter and select date and time for G&S.

  • Thursday, January 11, 2024 (10:00am - 12:00pm)
  • Thursday, February 22, 2024 (9:00am - 11:00am)
  • Thursday, March 28, 2024 (9:00am - 11:00am)
  • Thursday, April 25, 2024 (9:00am - 11:00am)
  • Thursday, May 23, 2024 (9:00am - 11:00am)
  • Thursday, June 27, 2024 (9:00am - 11:00am)
  • Thursday, July 30, 2024 (9:00am - 11:00am)
  • Thursday, August 29, 2024 (9:00am - 11:00am)
  • Thursday, September 26, 2024 (9:00am - 11:00am)
  • Thursday, October 31, 2024 (9:00am - 11:00am)
  • Thursday, November 21, 2024 (9:00am - 11:00am)