DRAFT
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.

  • February 9, 2022 (9:00am-11:00am)
  • March 9, 2022 (9:00am-11:00am)
  • April 13, 2022 (9:00am-11:00am)
  • May 11, 2022 (9:00am-11:00am)
  • June 15, 2022 (9:00am-11:00am)
  • July 13, 2022 (9:00am-11:00am)
  • August 10, 2022 (9:00am-11:00am)
  • September 14, 2022 (9:00am-11:00am)
  • October 12, 2022 (9:00am-11:00am)
  • November 16, 2022 (9:00am-11:00am)
  • December 14, 2022 (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.

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.

  • May 31, 2022 (10:00am-11:30am)

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. Log in to access with your credentials, scroll down to "My Learn", select "Course Category" type in "CardQuest" next to the course and hit enter and select "Goods & Services". we will send you a Zoom invite within 2-3 days before the class

  • March 30, 2022 (9am - 10:30am)
  • April 27, 2022 (9:00am - 10:30am)
  • May 25, 2022 (9:00am - 10:30am

This class will provide travel policy training, a quick overview of how to book travel within the travel portal, and how to create a travel expense report from beginning to end.

To enroll: Log in to access with your credentials, scroll down to "My Learn", select "Course Catalog" type in "CardQuest" next to the course and hit enter and select "Travel". we will send you a Zoom invite within 2-3 days before the class.

  • January 27, 2022 (9am- 11am)
  • February 24, 2022 (9am- 11am)
  • March 31. 2022 (9am - 11am)

Coming Soon...