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 11, 2023 (9:00am - 11:00am)
- February 8, 2023 (9:00am - 11:00am)
- March 8, 2023 (9:00am - 11:00am)
- April 12, 2023 (9:00am - 11:00am)
- May 10, 2023 (9:00am - 11:00am)
- June 7, 2023 (9:00am - 11:00am)
- July 12, 2023 (9:00am - 11:00am)
- August 9, 2023 (9:00am - 11:00am)
- September 13, 2023 (9:00am - 11:00am)
- October 11, 2023 (9:00am - 11:00am)
- November 8, 2023 (9:00am - 11:00am)
- December 13, 2023 (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"
- New UX Overview
- After-the-Fact Training
- Declining PO - Blanket Training Video
- Declining PO - Services Agreement Training Video
- How to Shop from TechMart's Catalog Suppliers
- Independent Contractor Training Video
- Knowing What TechMart Purchasing Form to Use
- New User TechMart Training Video
- Procurement Summary Justification Form Changes
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.
- December 22, 2022 (10:00am - 11:30am)
- January 31, 2023 (10:00am - 11:30am)
- February 28, 2023 (10:00am - 11:30am)
- March 30, 2023 (10:00am - 11:30am)
- April 27, 2023 (10:00am - 11:30am)
- May 31, 2023 (10:00am - 11:30am)
- June 29, 2023 (10:00am - 11:30am)
- July 27, 2023 (10:00am - 11:30am)
- August 31, 2023 (10:00am - 11:30am)
- September 28, 2023 (10:00am - 11:30am)
- October 31, 2023 (10:00am - 11:30am)
- November 30, 2023 (10:00am - 11:30am)
- December 21, 2023 (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
- For the custodian access-list click here
- Airgas - How to Order Compressed Gas (TechMart Punchout)
- Approver Training
- CA Reduced Tax
- Fisher Punch Out with Quote
- How to Check Order Status
- How to place TechMart orders in Laragen Punchout
- How to Search Orders
- How to Submit a Change Request - Standard PO
- Independent Contract Training Guide
- JAGGAER Mobile App Guide
- Market Research Training
- Purchase Using CDW-G Quote
- SOS Buyer Guide
- TechMart Guide for Petty Cash
- Techmart New User Training
- TechMart Payment Request and Reimbursement Training
- VWR Punchout with Quote
- When to Use a PTA Payment Request
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 2023 for your review.
- Wednesday, May 24, 2023 (9:00am - 10:30am)
- Wednesday, June 28, 2023 (9:00am - 10:30am)
- Wednesday, July 26, 2023 (9:00am - 10:30am)
- Wednesday, August 30, 2023 (9:00am - 10:30am)
- Wednesday, September 27, 2023 (9:00am - 10:30am)
- Wednesday, October 25, 2023 (9:00am - 10:30am)
- Wednesday, November 29, 2023 (9:00am - 10:30am)
New Request Module in CardQuest
- Introduction
- Request for P-Card
- P-Card Change Limit Request
- Request to Cancel or Suspend P-Card
- Non-Cardholder Access Request
- Low Limit Card Request
- Expense Approver Update Request
- Declining Balance Card Request
- Delegate Request
Policy and Reconciliation
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 26, 2023 (9:00am - 11:00am)
- Thursday, February 23, 2023 (9:00am - 11:00am)
- Thursday, March 30, 2023(9:00am - 11:00am)
- Thursday, April 27, 2023 (9:00am - 11:00am)
- Thursday, May 25, 2023 (9:00am - 11:00am)
- Thursday, June 29, 2023 (9:00am - 11:00am)
- Thursday, July 27, 2023 (9:00am - 11:00am)
- Thursday, August 31, 2023 (9:00am - 11:00am)
- Thursday, September 28, 2023 (9:00am - 11:00am)
- Thursday, October 26, 2023 (9:00am - 11:00am)
- Thursday, November 30, 2023 (9:00am - 11:00am)