Course Descriptions

The following table lists all currently offered DaFIS courses. Before taking any classes, we strongly recommend that you visit the New User Toolkit and complete the online tutorials first. These tutorials will help you learn basic navigation skills in DaFIS.

To view open sessions of a class, or to enroll in a course, go to our Online Enrollment System.

Wondering which courses to take? See our list of recommended courses by job duty.

Note: Travel/Entertainment classes are now offered through Staff Development.

Accounts Payable    4 Hour Lab

Audience: Intended for document initiators performing Accounts Payable activities and account managers.

Course Description: Use of AP documents: Direct Charge, Vendor Invoice, Vendor Credit Memo. Use of AP queries in Decision Support. This class does not discuss the travel/entertainment payment process.

Goals: Ability to generate AP documents and run AP queries.

Prerequisites: Knowledge of AP policies strongly recommended.

Capital Asset Management System    4 Hour Lab

Audience: Intended for departmental equipment custodians/asset reps and account managers

Course Description: Use of the CAMS documents: Add Asset Document, Multiple Add Asset Document, Fabrication Request Document, Equipment Loan/Return Document, Asset Transfer Document, and the Asset Retirement Document. Use of the Capital Asset Maintenance Screen. Use of CAMS queries in Decision Support.

Goals: Ability to generate CAMS documents and run CAMS queries. Ability to understand and use the Capital Asset Maintenance screen.

Prerequisites: Knowledge of Equipment Inventory policies strongly recommended.

Accountability & Business Rules    3 Hour Lecture

Audience: Required for all Account Managers and Document Initiators

Course Description: Accountability and stewardship responsibilities for transactions. Principles of access to DaFIS. Objectives of the University Accounting Program. Intent of UCD policies regarding internal controls & separation of duties; approval authorizations; and accounting for gifts, travel, agency accounts, cost transfers, memberships, entertainment and procurement.

Goals: General understanding of accountability, why UC Davis policies exist, and what to do when the policies don't address specific business situations.

Prerequisites: Familiarity with campus financial policies and procedures recommended

Purchasing 101: Departmental Delegation    4 Hour Lab

Audience: Intended for document initiators performing purchasing activities and account managers.

Course Description: Overview of the policies and procedures for purchasing delegated to departments. Methods of delegated purchasing. Use of the delegated Purchasing documents: Departmental Purchase Order, Departmental Repair Order, Cancel/Close Departmental Purchase Order, Redistribute Purchasing Liens. Use of Purchasing queries in Decision Support.

Goals: Understanding of the policies and procedures of purchasing delegated to departments. Familiarity with delegated purchasing methods. Ability to generate Purchasing documents and run Purchasing queries in DaFIS.

Prerequisites:

Purchasing 102:Procuring thru Purchasing    4 Hour Lab

Audience: Intended for document initiators performing purchasing activities and account managers.

Course Description: Overview of the policies and procedures for purchasing delegated to Purchasing. Use of the Purchasing documents: Requisition, Redistribute Purchasing Liens, Change Purchase Order/Business Agreement. Use of Purchasing queries in Decision Support.

Goals: Understanding of the policies and procedures of purchasing delegated to Purchasing. Ability to generate Purchasing documents and run Purchasing queries.

Prerequisites: Purchasing 101: Departmental Delegation

Accounts Payable 4 Hour Lab
Audience:	Intended for document initiators performing Accounts Payable activities and account managers.
Course Description:	Use of AP documents: Direct Charge, Vendor Invoice, Vendor Credit Memo. Use of AP queries in Decision Support. This class does not discuss the travel/entertainment payment process.
Goals:	Ability to generate AP documents and run AP queries.
Prerequisites:	Knowledge of AP policies strongly recommended.
Capital Asset Management System 4 Hour Lab
Audience:	Intended for departmental equipment custodians/asset reps and account managers
Course Description:	Use of the CAMS documents: Add Asset Document, Multiple Add Asset Document, Fabrication Request Document, Equipment Loan/Return Document, Asset Transfer Document, and the Asset Retirement Document. Use of the Capital Asset Maintenance Screen. Use of CAMS queries in Decision Support.
Goals:	Ability to generate CAMS documents and run CAMS queries. Ability to understand and use the Capital Asset Maintenance screen.
Prerequisites:	Knowledge of Equipment Inventory policies strongly recommended.
Accountability & Business Rules 3 Hour Lecture
Audience:	Required for all Account Managers and Document Initiators
Course Description:	Accountability and stewardship responsibilities for transactions. Principles of access to DaFIS. Objectives of the University Accounting Program. Intent of UCD policies regarding internal controls & separation of duties; approval authorizations; and accounting for gifts, travel, agency accounts, cost transfers, memberships, entertainment and procurement.
Goals:	General understanding of accountability, why UC Davis policies exist, and what to do when the policies don't address specific business situations.
Prerequisites:	Familiarity with campus financial policies and procedures recommended
Purchasing 101: Departmental Delegation 4 Hour Lab
Audience:	Intended for document initiators performing purchasing activities and account managers.
Course Description:	Overview of the policies and procedures for purchasing delegated to departments. Methods of delegated purchasing. Use of the delegated Purchasing documents: Departmental Purchase Order, Departmental Repair Order, Cancel/Close Departmental Purchase Order, Redistribute Purchasing Liens. Use of Purchasing queries in Decision Support.
Goals:	Understanding of the policies and procedures of purchasing delegated to departments. Familiarity with delegated purchasing methods. Ability to generate Purchasing documents and run Purchasing queries in DaFIS.
Prerequisites:
Purchasing 102:Procuring thru Purchasing 4 Hour Lab
Audience:	Intended for document initiators performing purchasing activities and account managers.
Course Description:	Overview of the policies and procedures for purchasing delegated to Purchasing. Use of the Purchasing documents: Requisition, Redistribute Purchasing Liens, Change Purchase Order/Business Agreement. Use of Purchasing queries in Decision Support.
Goals:	Understanding of the policies and procedures of purchasing delegated to Purchasing. Ability to generate Purchasing documents and run Purchasing queries.
Prerequisites:	Purchasing 101: Departmental Delegation

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