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Training

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

Log in to access with your credentials, scroll down to "Training and Professional Development", 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. Please register for this online Zoom class by e-mailing Elisa Brink.

  • October 10, 2020 (9:00am- 11:00am)
  • November 11, 2020 (9:00am- 11:00am)
  • December 9, 2020 (9:00am- 11:00am)
  • January 13, 2021 (9:00am- 11:00am)
  • February 10, 2021 (9:00am- 11:00am)

This class will introduce receiving, invoice approvals, payment requests & employee reimbursements.

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 register please e-mail PCardServices@caltech.edu and we will enroll you and send you a Zoom invite 2-3 days before..

  • September 23, 2020 (9:00am - 10:30am)
  • October 28, 2020 (9:00am - 10:30am)
  • November 25, 2020 (9:00am - 10:30am)
  • December 8, 2020 (9:00am - 10:30am)
  • January 27, 2021 (9:00am - 10:30am)
  • February 24, 2021 (9:00am - 10:30am)
  • March 24, 2021 (9:00am - 10:30am)
  • April 28, 2021 (9:00am - 10:30am)
  • May 26, 2021 (9:00am - 10:30am)
  • June 23, 2021 (9:00am - 10:30am)
  • July 28, 2021 (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.

  • September 24, 2020 (9:00am - 11:00am)
  • October 29, 2020 (9:00am - 11:00am)
  • November 24, 2020 (9:00am - 11:00am)
  • December 9, 2020 (9:00am - 11:00am)
  • January 28, 2021 (9:00am - 11:00am)
  • February 25, 2021 (9:00am - 11:00am)
  • March 25, 2021 (9:00am - 11:00am)
  • April 28, 2021 (9:00am - 11:00am)
  • May 27, 2021 (9:00am - 11:00am)
  • June 24, 2021 (9:00am - 11:00am)
  • July 29, 2021 (9:00am - 11:00am)
  • August 26, 2021 (9:00am - 11:00am)