DFA Program Development & Execution Training
DFA Program Development & Execution (PDE) provides training resources supporting divisional branding and communications, continuous process improvement, and training.
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| Department | Training Title | Overview | Audience | Format/Link |
|---|---|---|---|---|
| Accounting & Fiscal Services | Accessing the Kuali Financial System | This guide includes basic information about how to access the Kuali Financial System, working with VPN, and managing user access to the system. KFS | KFS Users | Job Aid |
| Accounting & Fiscal Services | Account Delegate Guide | Account delegates serve as backup fiscal officers in the campus financial system. These instructions for financial managers and current fiscal officers cover how to set up delegates on one or more accounts in KFS. KFS | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Account Global Guide | The Account Global document is used to edit accounts in KFS. As a global document, it can be used to edit multiple accounts at once. These instructions explain how to work with the document and are intended for financial managers and fiscal officers. KFS | Fiscal Officers - Chart of Accounts | Job Aid |
| Accounting & Fiscal Services | Additional and Exceptional Approvals | This guide was created to help Kuali Financial System users quickly determine which common expense reimbursements need additional or exceptional approval according to UC policy. It also explains the process for how that approval is granted. KFS | Financial Reviewers, Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | Award Balance Overview Report | Learn how to use the Award Balance Overview (ABO) report. Principal Investigators can quickly see the financial standing of all of their active awards and projects with the ABO report. | Research Administrators & Analysts, Researchers | Job Aid |
| Accounting & Fiscal Services | Budget Adjustment (BA) & Budget Appropriation Transaction (BAT) | Instructions and tips for working with budgeting documents (BA and BAT) in KFS. Instructions cover both fiscal-year and inception-to-date accounts. KFS | Fiscal Officers - Budget | Job Aid |
| Accounting & Fiscal Services | Cash Handling Training | This training is designed for employees who will have access to cash resources (including temporary, casual, and student employees). Cash handlers are required to complete this training by UC Policy BUS-49. | Cash Handlers | UCLC eCourse |
| Accounting & Fiscal Services | Cellphones for UCI Business: Usage and Reimbursement Guidelines | This guide offers information about when it is appropriate to reimburse cellphone expenses for university business, including usage guidelines. Information is based on UC Policy G-46: Guidelines for the Purchase and Use of Cellular Phones and Other Portable Electronic Resources . | Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | Chart of Accounts (COA) Guide | This website includes high-level information about UC Irvine's chart of accounts. Pages cover topics like accounts, object codes, higher ed function codes and UC accounts, optional FAU elements, sub fund group types and funds, UC fund blocks, and more. | Fiscal Officers - Chart of Accounts | Job Aid |
| Accounting & Fiscal Services | Check Enclosures and Special Handling Guide | Includes instructions on how to process check payments when creating ENTs, TRs, or DVs in KFS. Topics include enclosing additional documents, printing a check for pick up at Aldrich Hall, and printing a check when the payee has direct deposit. KFS | Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | ConnexUC Travel Portal | An overview of the ConnexUC Travel Portal (formerly Connexus) for UCI. ConnexUC is the preferred UC-managed travel program, a secure web portal for booking university business travel. | Reimbursement Processors, Travelers | UCLC eCourse |
| Accounting & Fiscal Services | Contracts & Grants Fund Accounting Series | Contracts and Grants Accounting offers a series of six classes that focus on fund accounting processes for sponsored projects. These classes are geared toward individuals that are relatively new to managing contract or grant award funds in a university setting. Courses include: Intro to Fund Management, Direct vs. F&A, Cost Transfers, Payroll Certification, UCI Cost Sharing, and Ledger Reading and Award Closeout. | Research Administrators & Analysts | UCLC eCourse, Virtual, Info Page |
| Accounting & Fiscal Services | Create an Account in KFS | This page contains the information needed to set up a KFS account that will accurately report your organization's finances. This guide is for financial managers and fiscal officers when new funding comes in for the department. KFS | Fiscal Officers - Chart of Accounts | Job Aid |
| Accounting & Fiscal Services | Creating a TEM Profile & Adding Arrangers and Accounts | Employees usually require a TEM profile before they can be reimbursed for travel and event management expenses. These instructions cover creating a TEM profile, adding an Arranger to an Active TEM Profile, and adding a Default Account to Your TEM Profile. KFS | Reimbursement Processors, Travelers | Job Aid |
| Accounting & Fiscal Services | Creating and Editing KFS Project Codes | Learn about Project Codes. The Project Code document defines an optional part of the Kuali Financial System accounting string so you can assign an identifier to particular transactions that might span multiple accounts. KFS | Financial Reviewers, Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Creating and Editing KFS Sub-Accounts | Contains information about how to set up or edit a KFS sub account. Sub-Accounts are an optional part of the accounting string that allows tracking of financial activity within a particular account. KFS | Fiscal Officers - Chart of Accounts | Job Aid |
| Accounting & Fiscal Services | CTS (Ghost Card) Account Training | A CTS Ghost Card Account allows airfare, hotel room and tax, and associated agency fees to be purchased in advance of a university business related trip. This course is designed for new CTS Account holders but also contains helpful information for fiscal officers and accounting reviewers. | Reimbursement Processors | UCLC eCourse |
| Accounting & Fiscal Services | Disbursement Voucher Payment Reason Codes | The Disbursement Voucher e-document is used in KFS to reimburse employees, students, nonemployees and vendors for expenses incurred while conducting university business. This reference guide lists payment reason codes used on DVs, including names and description of the payment category. KFS | Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | Document Retention for Accounting | This guide was created to give campus units general guidance about how long various documents must be retained. It discusses UC requirements for document retention for all financial records, and the KFS system. | Financial Reviewers, Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Encumbrances | This guide includes information about how to look up encumbrances, their purpose, and how they are created in KFS at UCI. KFS | Fiscal Officers - Financial Processing, Fiscal Officers - Procurement | Job Aid |
| Accounting & Fiscal Services | Financial Reports Support Website | This website provides an overview of financial reporting at UCI, the types of reports available, how to access those reports, and details about reporting tools like Decision Support. KFS | Report Users | Job Aid |
| Accounting & Fiscal Services | Fiscal Officer Resources | A Fiscal Officer at UCI is responsible for approving day-to-day activity on an account. The information in this resource is designed to give you a solid foundation for executing this important role. KFS | Financial Reviewers, Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Fiscal Officer Training | This course outlines the KFS chart of accounts, workflow, and general ledger. The information provided is designed for Fiscal Officers and Financial Managers in units and departments. KFS | Fiscal Officers - Financial Processing | Virtual |
| Accounting & Fiscal Services | Fiscal Year End Budget Appropriation Transaction (BAT) Class | Learn about how to work with the Budget Appropriation Transaction (BAT) document with a focus on the fiscal year end closing process. KFS | Fiscal Officers - Budget | Virtual |
| Accounting & Fiscal Services | Fiscal Year End General Error Correction (GEC) Class | Learn about how to work with the General Error Correction (GEC) document with a focus on the fiscal year end closing process. KFS | Fiscal Officers - Financial Processing | Virtual |
| Accounting & Fiscal Services | Fiscal Year End Workshops | This workshop covers all phases of accounting necessary for an effective fiscal close. Instructions reviewed directly relate to fiscal close – financial and budget documents, key dates, overdrafts, encumbrances, and accruals and deferrals. Workshops are offered annually in May. | Financial Reviewers, Fiscal Officers - Fiscal Year End | Virtual |
| Accounting & Fiscal Services | Fiscal Year-End Close Website | The fiscal year-end close website provides instructions and guidance in preparation for the annual closing process. This is provided with the intent to assist in coordinating the needs of academic and administrative departments with the requirements of the UC Office of the President (UCOP), the University, the Accounting & Fiscal Services Department, and other service departments. | Financial Reviewers, Fiscal Officers - Fiscal Year End | Job Aid |
| Accounting & Fiscal Services | Guide for New Finance Employees | Quick reference guide for new employees with a focus on finance. Covers helpful contact information, guide links, and overview of basic KFS roles. KFS | KFS Users | Job Aid |
| Accounting & Fiscal Services | Guide to Budgeting for Income | Guide that explains income versus expense, and how to allocate budget for this, since Control Income Accounts must net to zero at FY end. Income Budget represents the revenue you are projected to receive over the course of the fiscal year versus Actuals for income/expenditures. KFS | Fiscal Officers - Budget | Job Aid |
| Accounting & Fiscal Services | Guidelines for Ledger Reconciliation | Learn best practices for ledger reconciliation. The overall objective of ledger reconciliation is to ensure ledgers are in reportable condition, so that financial statements prepared with the information are complete and accurate. | Financial Reviewers, Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Honoraria Guidelines and Procedures | An honorium is a one-time payment granted in recognition of a special service or distinguished achievement for which custom or propriety forbids any fixed business price. This guide provides an overview of policies and procedures related to the topic. | Financial Reviewers, Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | How to Approve a Travel Reimbursement in Your Action List | A quick guide that shows you how to approve a travel reimbursement. When a travel arranger submits a Travel Reimbursement (TR) on your behalf, the e-document will first be routed to you for your approval and certification. You can find this e-document in your Action List. KFS | Travelers | Job Aid |
| Accounting & Fiscal Services | Importing Accounting Lines | Shows users and provides templates for importing accounting lines (for multiple entries from Excel) into select KFS eDocs that allow for the feature. KFS | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Intercampus Transfer (ICT) eDoc Guide | Learn about the Intercampus Transfer (ICT) eDoc, which is used to record a Financial transfer (generally an expense, for departments) between UC Irvine and another UC campus or Office of the President (UCOP). KFS | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Internal Billing (IB) eDoc Guide | Learn about the Internal Billing document in KFS. This e-doc is used for bills for pre-approved goods or services provided by one university department to another, reflecting interdepartmental revenue to the provider/biller and interdepartmental expense to the consumer/billed department. KFS | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | KFS Action List Filters | Shows users how to access and set up "filters" for their KFS Action List, change preferences, display options, and notifications. KFS | KFS Users | Job Aid |
| Accounting & Fiscal Services | KFS AR Non-Student Billing | Recorded video training to show how departments can create invoices to bill non-student receivables (outside customers) - including Third-Party sponsors for student tuition and fees. This course is for departments that bill outside customers for goods and services. Also for third-party sponsorship billing, e.g. military departments, external sponsors. KFS | Non-Student Billers | Video |
| Accounting & Fiscal Services | KFS Basics Guide | This KFS Basics course has been designed for all employees who require access to the Kuali Financial System (KFS). The course will cover the basics of KFS, teach users how to access KFS, navigate the system, become familiar with new KFS terminology and symbols go over the general layout and workflow of all KFS eDocs. KFS | KFS Users | Job Aid |
| Accounting & Fiscal Services | KFS Decision Support Class | Provide basic information about working with Decisions Support reports, including how to access reports and the user interface. | Report Users | Virtual |
| Accounting & Fiscal Services | KFS Financial Transactions (FT): Disbursement Voucher | This KFS Disbursement Voucher (DV) is currently only offered via Zoom training. The online class and these face-to-face sessions have been designed for all employees who will process reimbursements/disbursements in the Kuali Financial System (KFS). The DV eDoc is partially replacing UCI's PayQuest system. The face-to-face class will show users how to complete and submit a DV. KFS | Reimbursement Processors | Virtual |
| Accounting & Fiscal Services | KFS FT: Internal Billling (IB) | This course will teach users to access, complete, and submit an Internal Billing (IB) eDoc. KFS | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | KFS General Ledger Guide & Lookups for balancse in KFS | KFS General Ledger information and format of how our GL looks, in KFS as well as report notes about DS. KFS | Financial Reviewers, Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | KFS TEM: ENT/Meeting and Reimbursements | This KFS TEM: ENT Event/Meeting Reimbursement is currently only offered via Zoom training. This class is designed for anyone who prepares or approves payments or reimbursements for event, meeting, or entertainment expenses. The Event/Meeting/Entertainment Reimbursement (ENT) eDoc replaces the Meetings/Events portion of PayQuest and can import requesters' Corporate Travel card expenses and preparers' CTS card expenses. This course will demonstrate how to create an ENT reimbursement. KFS | Reimbursement Processors | Virtual |
| Accounting & Fiscal Services | KFS: Basics Course | This course has been designed for all employees who require access to the Kuali Financial System (KFS). This course will cover: Accessing and navigating the system, familiarize users with new KFS terminology, symbols, layout, eDoc workflow, account conversion and account string. KFS | KFS Users | Virtual |
| Accounting & Fiscal Services | KFS: Budget Appropriation Transaction (BAT) | This course is designed for all employees who will be creating Kuali Financial System (KFS) Budget Adjustment (BA) or Budget Appropriation Transaction (BAT) documents. (KBM will not be covered). KFS | Fiscal Officers - Budget | Virtual |
| Accounting & Fiscal Services | KFS: Disbursement Voucher (DV) eDoc Guide | This course will teach users how to access, complete, and submit a Disbursement Voucher. KFS | Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | KFS: Entertainment Reimbursement (ENT) eDoc Guide | This course will teach users how to access, complete, and submit an Entertainment Reimbursement (ENT) eDoc, and how to pay users' corporate card expenses or CTS card expenses. KFS | Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | KFS: General Error Correction | This course is designed for all employees who will be creating Kuali Financial System (KFS) General Error Correction (GEC) The GEC is used to transfer and correct select ledger transactions. This is a fast-paced Review course for those wanting a refresher on how the GEC works and some guidelines for use. You should be familiar with KFS Basics and the General Ledger before joining this class. KFS | Financial Reviewers, Fiscal Officers - Financial Processing | Virtual |
| Accounting & Fiscal Services | KFS: General Error Correction (GEC) eDoc Guide | This course will teach users how to access, complete, and submit a General Error Correction (GEC) eDoc. KFS | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | KFS: Travel Reimbursement (TR) eDoc Guide | This course will teach users how to access, complete, and submit a Travel Reimbursement (TR) eDoc, and how to pay users' corporate card expenses or CTS card expenses. KFS | Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | Kuali Financial System Workflow Guide | Introduce basic workflow concept, which is expanded in the individual documents that actually route.In KFS, workflow describes the series of approvals and reviews an e-document must pass through before it is finalized. KFS | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Locating Payment Info for Purchasing Transactions | Procurement Document search inside of a KFS Purchase Order to see payments on the PO. KFS | Fiscal Officers - Procurement | Job Aid |
| Accounting & Fiscal Services | Look up Payment Request | Includes information about how to look up a Payment Request, or an invoice for a PO that has been paid. KFS | Fiscal Officers - Vendor Management | Job Aid |
| Accounting & Fiscal Services | Object Code Guide | This is a quick guide to provide instructions on how to search for object codes using object code hierarchy and special characters. KFS | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Object Code Information | KFS is Object Code driven, which means the KFS Object Code determines the type of accounting entry each transaction is. This guide provides understanding of our Object Code Hierarchy and reporting. KFS | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Official Recharge Facility and Activity Overview | This training is for anyone who will be managing an Official Recharge Facility or anyone who will be overseeing an Official Recharge Facility (including Financial Directors, Fiscal Officers, MAABOs, etc.). | Sales & Service Facility Managers & Analysts | UCLC eCourse |
| Accounting & Fiscal Services | Payments to Research Participants | Instructions and guidelines for processing payments to research participants. Details allowable payment types, responsibilties, and other considerations. | Financial Reviewers, Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | Payroll Help Guides | Provides desk reference matials for Viewing Earnings Statements, Direct Deposit sign up, pulling Verifications of Employment, Downloading pay W-2 statements, and basic UCPath navigation/updating assistance. UCPath | UCPath - Users | Job Aid |
| Accounting & Fiscal Services | Reference Guide to Required Supporting Documents | Outlines the required supporting documents to include when processing reimbursements for entertainment, travel, moving, relocation, and disbursement vouchers (ENT, TR, Move & Relo, or DV). | Financial Reviewers, Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | Sales and Service Income Training | This slide deck includes information about understanding sales & service activities including: definition of sales & service (S&S), functional responsibilities, rate development, executing sales & services agreements, depositing income, and annual review. | Sales & Service Facility Managers & Analysts | Job Aid |
| Accounting & Fiscal Services | Searching in KFS | Get tips for searching for documents or other terms in KFS. KFS | KFS Users | Job Aid |
| Accounting & Fiscal Services | Searching the KFS Vendor Database | Instructions on how to search KFS Vendor database for specific vendors. KFS | Fiscal Officers - Vendor Management | Job Aid |
| Accounting & Fiscal Services | TEM Arranger Dashboard | Learn about the Travel and Event Arranger Dashboard, which allows travel arrangers to view whether someone created a TEM profile, view enroute documents for their travelers/employees, and assists with reconciling corporate card charges for Travel and Event payees. | Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | TEM Travel Policy Guide | This guide is for new employees or those who just need a refresher in preparing TEM documents in KFS. The following lesson reviews Travel policies and best practices. | Reimbursement Processors | UCLC eCourse |
| Accounting & Fiscal Services | TEM: Travel Reimbursements | This class is designed for anyone who prepares or approves reimbursements for travel expenses. The main focus of this course is the Travel Reimbursement (TR) eDoc with a brief overview of the Travel Authorization (TA) eDoc. The Travel Authorization (TA) eDoc allows users to authorize upcoming travel, encumber funds, and process cash advances for travelers prior to a trip. The Travel Reimbursement (TR) allows users to process reimbursements for travel expenses, pay user's corporate card expenses, or CTS card expenses. KFS | Reimbursement Processors | Virtual |
| Accounting & Fiscal Services | The General Ledger | This guide was created to teach you about how UCI's general ledger functions within the Kuali Financial System and help you better understand the data contained within it. KFS | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Time Reporting System (TRS) Support & Training | Detailed handbooks for specific user populations (employees, supervisors, departmental time administrators) with information about creating, approving and processing timesheets in TRS. TRS | Faculty/Staff, TRS Users | Job Aid |
| Accounting & Fiscal Services | Travel Card (CorpCard) Overview | This training is for anyone who is interested in applying for a Corporate Travel Card (CorpCard) or anyone who reconciles Corporate Card charges. | Reimbursement Processors, Travelers | Job Aid |
| Accounting & Fiscal Services | UCPath Transactor Training | Training is required to access UCPath as a transactor. Check the UCI UCPath transactor website for a listing of the KSAMS roles required for different levels of access and consult with your supervisor to determine which is right for you. The UCI UCPath website lists out "Required Training Based on Security Roles" which you can check to determine what training must be completed before requesting access in KSAMS. Most training is completed in UCLC. UCPath | UCPath - Transactors | UCLC eCourse, Info Page |
| Accounting & Fiscal Services | Understanding Financial reports at UCI | This reporting guide was created to help users access and get the most out of UCI's financial reports. Topics in this guide include DWQuery, Decision Support Reports, the PI Report, PO Encumbrance Reconciliation Report, and more. | Report Users | Job Aid |
| Accounting & Fiscal Services | Understanding Sales and Service | This course is required for all Sales and Service Facility managers to understand official S&S policy, management, and processes. | Sales & Service Facility Managers & Analysts | UCLC eCourse |
| Accounting & Fiscal Services | Understanding TEM Profiles and Arrangers | TEM profiles contain basic biographical information, and travelers can add further information like default accounting lines, emergency contacts, and individual travel arrangers that are allowed to view and create your travel/event reimbursements. KFS | KFS Users, Travelers | Job Aid |
| Accounting & Fiscal Services | Use Student ID to Process a DV Reimbursement | Specific instructions for helping reimbursement processors deal with Disbursement Voucher eDoc payments to a current UCI Student (incl. Payment method info, address, and student ID entry). KFS | Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | Vendor Onboarding User Guide with PaymentWorks | Outlines the stages of vendor onboarding, includes a video linked on the guide. | Fiscal Officers - Vendor Management | Video |
| Accounting & Fiscal Services | Workflow for Purchasing and Accounts Payable processes | Introduces the basic workflow of KFS procurement and accounts payable documents. (Does not include UCIBuy+ documents). KFS | Buyers - Department, Reimbursement Processors, Requisitioners | Job Aid |
| Accounting & Fiscal Services | Workflows for Financial Processing eDocuments | Introduce basic workflows for common Financial Processing docs (GEC, AD, AV, BAT, BA, CR, CCR, DI, ICA, ICT, IB, IE, PE, SB, YEDA). KFS | Fiscal Officers - Financial Processing | Job Aid |
| DFA Human Resources | DFA Align Refresher Training | This video is intended for non-represented DFA staff and their managers. It is a helpful reminder on navigating the Align system effectively, adding and updating deliverables, and providing evaluation during the Align cycles. The training is specifically geared to managers and supervisors of non-represented staff, but provides useful guidance to all non-represented staff members. | DFA Staff | Job Aid |
| DFA Human Resources | DFA Leave of Absence Process | This video is intended for DFA staff and their managers. It is a review of the steps to take and pay options available when staff are out of the office for more than 3 days. | DFA Staff | Job Aid, Job Aid (Spanish) |
| DFA Program Development & Execution | DFA Brand Training | Intended to help Division of Finance & Administration employees gain familiarity with UC Irvine and DFA brand identity and guidelines. It is especially relevant for DFA staff members who set and support the communication style within their department or team, or create and distribute communication and training materials for internal/external customers, vendors, partners, and communities. | DFA Staff | Job Aid |
| DFA Program Development & Execution | DFA Train-the-Trainers Program | Supports DFA divisional training goal by standardizing training across DFA departments through shared practices and templates. The program includes five Zoom sessions taking place between July 2025 and July 2026, based on the ADDIE model (analyze, design, develop, implement, evaluate) and guides participants through end-to-end training process, providing tools and templates for each phase. Program materials and recordings are available for all DFA staff on DFA Employee Portal SharePoint site. | DFA Staff | Job Aid |
| DFA Program Development & Execution | Change Management (CM) | Offers approaches and provides tools to manage the people side of change which include strategies for effective transitions and empowering people to adapt and thrive. | DFA Staff | Job Aid |
| DFA Program Development & Execution | Lean Six Sigma (LSS) | Provides tools, tips, templates, and examples for various LSS tools which can be used independently and in combination to assist in planning and managing process improvement projects. | DFA Staff | Job Aid |
| DFA Program Development & Execution | Project Management (PM) | Provides tools and templates to initiate, plan, and execute projects, including managing scope, schedule, budget, risks, communications, etc. | DFA Staff | Job Aid |
| Environmental Health & Safety | Aerosol Transmissible Disease | Overview of how to work safely where occupational exposure to Aerosol Transmissible Diseases may take place. Topics include: Aerosol Transmissible Diseases (ATDs), respiratory protection, characteristics (signs & symptoms), screening methods, control measures (engineering and work practice controls), referral procedures, PPE, reporting exposure & treatment, vaccination, and the ATD Exposure Control Plan. | Healthcare Staff, Researchers | UCLC eCourse |
| Environmental Health & Safety | Asbestos, Lead, Mold and Silica Awareness | Overview of how to work safely where occupational exposure to asbestos, lead, mold, and silica may take place and the use of respiratory protection to minimize risk. Topics include: Asbestos, lead, mold, silica, definitions, materials, signs and labels, role authorizations, control measures (engineering and work practice controls), accidents, handling and reporting exposure, and hazard programs. | Custodial Staff, Healthcare Staff, Maintenance Workers, Researchers, Trades | UCLC eCourse |
| Environmental Health & Safety | Back Injury Prevention | This course covers ergonomic guidelines regarding back care, injury prevention, proper lifting, and use of lifting and moving equipment.Any worker who engages in physical labor that involves lifting, carrying, pushing, pulling, or moving objects should be required to take this training. | Custodial Staff, Faculty/Staff, Trades | UCLC eCourse |
| Environmental Health & Safety | Biosafety | This course follows NIH Guidelines for Research Involving Recombinant or Synthetic Nucleic Acid Molecules that requires institutions receiving NIH funding to ensure that all Principal Investigators (PIs), laboratory staff, and Institutional Biosafety Committee (IBC) members receive appropriate biosafety training regarding laboratory safety and implementation of the NIH Guidelines The course is useful for researchers working with biohazardous materials. | Principal Investigators, Researchers, Students | UCLC eCourse |
| Environmental Health & Safety | Bloodborne Pathogens | Introduction to safe use of biohazardous materials. Topics include: The Bloodborne Pathogens Standard, Epidemiology & Symptoms, Modes of Transmission, Exposure Control Plan, Tasks & Activities, Methods of Compliance, PPE Selection, PPE Decontamination & Disposal, Hepatitis B Vaccination, Emergency Procedures, Exposures, Post Exposure Evaluation & Follow-up, Signs and Labels, Waste Management, and Questions and Answers. | Custodial Staff, Faculty/Staff, Principal Investigators, Researchers, Students, Trades | UCLC eCourse |
| Environmental Health & Safety | BSL3/ABSL3 | This course gives an overview of risk communication and management when entering the Hewitt Hall biosafety level 3 and animal biosafety level 3 facilities. It covers basic microbiology, safety regulations, donning and doffing of personnel protective equipment, and emergency procedures for facility entry and exit. | Maintenance Workers, Principal Investigators, Researchers, Trades | Training Automatically Assigned, In-Person Class |
| Environmental Health & Safety | Compressed Gas Safety | Overview of safe use of compressed gas. Topics include: overview (identify common types and uses), equipment (choose and safely use appropriate equipment and tools), procedures (use safe work practices to handle compressed gas: how to connect, fill, disconnect, and transport cylinders and dewars), incident response (respond in the event of a leak, spill, or injury), and resources. | Healthcare Staff, Researchers, Trades | UCLC eCourse |
| Environmental Health & Safety | Confined Space | The Confined Spaces training was developed to explain the hazards of confined space work and to assist employers in establishing and maintaining an effective confined space program. This is a two-part training (eCourse introducing safe procedures and non-entry rescue drill), both Part 1 and Part 2 are required for course credit. After completing Part 1, reach out to the respective department trainer(s) to schedule Part 2. | Trades | Training Automatically Assigned, In-Person Class, UCLC eCourse |
| Environmental Health & Safety | Controlled Substance | Overview of the secure use of controlled substances Topics include: CSUA, Storage site controls and security, Orders / Delivery / Receipt, Usage Logs and Biennial Inventory, Transfers / Imports / Exports, Disposal, Diversion and Loss Reporting, and Illicit activities & Repercussions for affected staff, users, and/or exposed employees. Please note that if you serve as an Authorized, Certified, Competent, Licensed, or Qualified person you must complete additional training beyond this course. | Healthcare Staff, Researchers | UCLC eCourse |
| Environmental Health & Safety | Cryogen Safety | Overview of safe use of cryogens. Topics include: overview (identify common types and uses), equipment (choose and safely use appropriate equipment and tools), procedures (use safe work practices to handle cryogens: how to connect, fill, disconnect, and transport dewars), incident response (respond in the event of a spill or injury), and resources. | Healthcare Staff, Researchers | UCLC eCourse |
| Environmental Health & Safety | Driving Safety | Introduction to safe and responsible vehicle operation while conducting University business. Topics include recognizing driving hazards, applying defensive driving techniques, and preparing for adverse road conditions. Discussion includes distracted driving, impairment, fatigue, and emergency response procedures. | Vehicle Operators | UCLC eCourse |
| Environmental Health & Safety | Electrical Safety | Overview of general electrical safety for non-electrical workers and in laboratory settings. Topics include: electrical current effects in the human body, electrical hazards (electric shock, thermal burns, arc flash, arc blast), electrical protections (insulation, guarding, grounding, electrical protection devices), safety controls, safe work practices, and responding to electric shock. | Custodial Staff, Faculty/Staff, Trades | UCLC eCourse |
| Environmental Health & Safety | Ergonomics: Computer and Office | Introduction videos to basic principles of ergonomics.Topics include:Repetitive Motion Injuries, Chair Seat Height, Chair Seat Depth, Chair Backrest, Chair Armrests, Keyboard, Mouse, Monitors, Workstation Accessories, Environment, Laptop, Hoteling & Shared Spaces, Tablets and Smartphones, Reach Zones, WOW Carts (Work Station on Wheels). Part 2 of the training is a required ergonomic self-assessment in RSS for CX employees. | Faculty/Staff, Students | UCLC eCourse |
| Environmental Health & Safety | Ergonomics: Laboratory | This course covers general ergonomic best practices with additional emphasis on guidelines for tasks done and equipment used in laboratories. | Faculty/Staff, Researchers, Students | UCLC eCourse |
| Environmental Health & Safety | Fall Prevention | Overview of fall prevention. Topics include: general fall protection requirements (trigger heights), fall protection systems (active & passive), fall protection equipment (body wear, anchorage points, & connecting devices), and fall protection plans. This course also covers safe use of aerial work platforms, scaffolds, and portable ladders. Two-part training (eCourse introducing safe operating techniques and fall prevention job assessment), both Part 1 and Part 2 are required for course credit. | Faculty/Staff, Maintenance Workers, Trades | UCLC eCourse |
| Environmental Health & Safety | Fall Protection | This course covers the hazards associated with working at heights, mitigating strategies and regulatory requirements. Course is foremployees that need fall protection equipment to work at unprotected heights above 30" or use Mobile Elevated Work Platforms. Two-part training (eCourse introducing safe procedure and equipment donning and inspection), both Part 1 and Part 2 are required for course credit. After completing Part 1, reach out to the respective department trainer(s) to schedule Part 2. | Faculty/Staff, Maintenance Workers, Trades | Training Automatically Assigned, In-Person Class, UCLC eCourse |
| Environmental Health & Safety | Fire Safety | Overview of fire safety for all staff. Topics include Fire Prevention, Fire Protection, (what to do) In case of Fire, and Fire Extinguishers. | Custodial Staff, Faculty/Staff, Principal Investigators, Researchers, Students, Trades | UCLC eCourse |
| Environmental Health & Safety | Food Safety | Introduction to Food Safety. Topics include:Foodborne Illness, (safe)Food Handling Practices, Temperatures, and Sanitation. | Food Handlers | Training Automatically Assigned, Virtual |
| Environmental Health & Safety | Forklift Safety | Overview of forklift awareness. Topics include: types of industrial lift trucks, forklift components, fuel types and batteries, pre-operation inspection, forklift operation, load handling, emergency tip over, safety devices, and maintenance guidelines. Two-part training (eCourse introducing safe operating techniques and behind-the-wheel portion), both Part 1 and Part 2 are required for course credit. After completing Part 1, reach out to the respective department trainer(s) to schedule Part 2. | Authorized Forklift Operators | Training Automatically Assigned, In-Person Class, UCLC eCourse |
| Environmental Health & Safety | Formaldehyde Safety | This course complies with OSHA Standard 1910.1048-Formaldehyde and with Cal/OSHA Title 8§5217-Formaldehyde. The course is generally useful for lab workers in wet labs and animal facilities performing chemical or pathology work. | Faculty/Staff, Researchers | UCLC eCourse |
| Environmental Health & Safety | Fume Hood User | Informs incoming fume hood users of procedures on how to properly use the fume hood. Provides information on the different types, parts and performance testing. | Faculty/Staff, Researchers, Students | UCLC eCourse |
| Environmental Health & Safety | Hazard Communication | Overview of how to work safely where occupational exposure to chemical hazards may be present. Topics include: Regulations, Hazard Identification, Control Measures, Exposures, Reference, Roles, Rights, and Responsibilities for affected staff, users, and/or exposed employees. Please note that if you serve as an Authorized, Certified, Competent, Licensed, or Qualified person you must complete additional training beyond this course. | Custodial Staff, Maintenance Workers, Researchers, Students, Trades | UCLC eCourse |
| Environmental Health & Safety | Hazardous Materials Incidents Emergency Procedures | This course provides an overview of Hazardous Materials Incidents Emergency Procedures. Topics include: reviewing the Hazardous Materials Incident Procedures in the UCI Emergency Response Procedure, identifying who to contact during and after working hours, learning about hazards in safety data sheets, and knowing evacuation plans and assembly areas. | Faculty/Staff, Principal Investigators, Researchers, Students, Trades | UCLC eCourse |
| Environmental Health & Safety | Hazardous Waste | Overview of proper determination and management of hazardous waste. Topics include: labeling, storing, treating, and disposal of hazardous waste. Discussion includes physically hazardous, chemical, biohazardous, radioactive, and mixed waste. for affected staff, users, and/or exposed employees. Please note that if you serve as an Authorized, Certified, Competent, Licensed, or Qualified person, you must complete additional training beyond this course. | Faculty/Staff, Principal Investigators, Researchers, Students | UCLC eCourse |
| Environmental Health & Safety | Hearing Conservation | Overview of Hearing Conservation for employees who are exposed to noise at or above an 8-hour time-weighted average of 85 dBA (decibels in A-weighting scale). Topics include: the effects of noise on hearing; the purpose of hearing protectors, the advantages, disadvantages, and attenuation of various types, and instructions on selection, fitting, use, and care; and the purpose of audiometric testing, and an explanation of the test procedures. | Custodial Staff, Faculty/Staff, Trades | UCLC eCourse |
| Environmental Health & Safety | Heat Illness Prevention | Overview of heat illness prevention for employees. Topics include: Heat Illness Signs & Symptoms, Prevention, Procedures, Response, and Supervisor Responsibilities. | Custodial Staff, Faculty/Staff, Trades | UCLC eCourse |
| Environmental Health & Safety | High Voltage | This course covers safety awareness information regarding high voltage and arc flash equipment. | Electrical Workers | Training Automatically Assigned, In-Person Class |
| Environmental Health & Safety | Indoor Hoisting and Rigging | This course is designed to educate workers on the significant safety issues to be considered while moving large, heavy loads associated with today's manufacturing and construction industries. | Crane and Hoist Operators | Training Automatically Assigned, In-Person Class |
| Environmental Health & Safety | Laboratory Safety Fundamentals | Overview of safe work in research or laboratory environments. Topics include: safety culture, rights & responsibilities, health & hygiene, risk assessment, hazard analysis, prevention & control, IIPP, and emergencies (EAP, FPP, and fire extinguishers) This course covers UC Policy (Laboratory Safety Training, Management of Health, Safety and the Environment, Personal Protective Equipment, Minors in Laboratories and Shops) and relevant Cal/OSHA regulations | Principal Investigators, Researchers, Students | UCLC eCourse |
| Environmental Health & Safety | Laser Safety | Overview of working safely with Class 3B or Class 4 lasers. Topics include: laser classes and components, biological effects and non-beam hazards, and control measures and safe work practices for individuals who work with or near Class 3B or Class 4 lasers or service and/or maintain laser systems. Please note that if you serve as an Authorized, Certified, Competent, Licensed, or Qualified person you must complete additional training beyond this course. | Principal Investigators, Researchers, Students | UCLC eCourse |
| Environmental Health & Safety | Lock out-Tag out (Control of Hazardous Energy) | Overview of hazardous energy control procedures. Topics include: hazardous energy sources & equipment, Lockout/Tagout devices, activities included in Lockout/Tagout, and Lockout/Tagout procedures. | Maintenance Workers, Principal Investigators, Researchers, Trades | UCLC eCourse |
| Environmental Health & Safety | Mobile Elevating Work Platform (MEWP) | This course teaches operators how to safely and effectively use various types of aerial lifts, including scissor lifts and boom lifts. The course covers safe operating practices, including pre-use inspections, hazard recognition, and emergency procedures. Two-part training (eCourse introducing safe operating techniques and behind-the-wheel portion), both Part 1 and Part 2 are required for course credit. After completing Part 1, reach out to the respective department trainer(s) to schedule Part 2. | Authorized MEWP Operators | UCLC eCourse, In-Person Class |
| Environmental Health & Safety | Motorized Cart Safety | Overview of safe operating techniques for motorized carts. Topics include: Inspection, Preparation, Driving, Parking, and Reporting. Two-part training (eCourse introducing safe operating techniques and behind-the-wheel portion) which covers how to safely drive golf cart/low speed vehicles, as well as the UC Irvine specific requirements for University motorized cart operators. Both Part 1 and Part 2 are required for course credit. After completing Part 1, reach out to the respective department trainer(s) to schedule Part 2. | Custodial Staff, Faculty/Staff, Students, Trades | UCLC eCourse, In-Person Class |
| Environmental Health & Safety | Pesticide Safety | Overview of handler training and University of California Integrated Pest Management (IPM) policy. Topics include: Handler Training, IPM Policy, Heat Illness Prevention, Hazard Communication, Pesticide Use Authorization, Restricted Use Pesticides, Prevention, Emergency Response, Additional Resources. Please note that if you serve as an Authorized, Certified, Competent, Licensed, or Qualified person you must complete additional training beyond this course. | Maintenance Workers, Trades | UCLC eCourse |
| Environmental Health & Safety | PI Responsibility | This course outlines key safety responsibilities for laboratory principal investigators. This course supports laboratory compliance with applicable federal and institutional safety requirements, including OSHA laboratory safety standards, hazard communication regulations, emergency preparedness requirements, and other applicable regulations governing research hazards such as biological agents, radiation, and hazardous chemicals. | Principal Investigators | UCLC eCourse |
| Environmental Health & Safety | Q Fever | This training is intended for individuals working directly with sheep, goats and cattle. This course covers the potential zoonotic risks of contracting Coxiella burnetii otherwise known as “ Q-Fever” and what precautions should be taken when working with these animals or their tissues. | Animal Care Workers | Virtual |
| Environmental Health & Safety | Radioactive Materials Safety | Introduction to sources of radiation, radiation exposure limits, risk evaluation and safety precautions. Overview of hazards related to working with radioactive materials. Topics include: Radiation hazards, Exposure control, and personal protective equipment (PPE). | Principal Investigators, Researchers, Students | UCLC eCourse |
| Environmental Health & Safety | Radiation Producing Machine | Introduction to sources of radiation, radiation exposure limits, risk evaluation and safety precautions. Overview of hazards related to working with radiation producing machines. Topics include: Radiation hazards, Exposure control, and personal protective equipment (PPE). | Principal Investigators, Researchers, Students | UCLC eCourse |
| Environmental Health & Safety | Respiratory Protection | Regulatory compliance. For employees identified as having potential exposure to respiratory hazards through the Part 1 completion of respiratory protection assessment. Part 2, based on the EHS specialist assessment, will be scheduled for fit testing. | Custodial Staff, Faculty/Staff, Healthcare Staff, Principal Investigators, Researchers, Students, Trades | UCLC eCourse |
| Environmental Health & Safety | Safety Fundamentals | Overview of safety fundamentals, injury & illness prevention, and emergencies for all faculty, staff, and students. Topics include: hazard identification, control measures (including personal protective equipment), risk assessment, IIPP, EAP, FPP, fire extinguishers, and heat illness prevention for affected staff, users, and/or exposed employees. This course also covers preventing injuries from strains & sprains, slips, trips, falls, being struck-by (or on) an object, and getting caught-in (or between) spaces. | Custodial Staff, Faculty/Staff, Healthcare Staff, Principal Investigators, Researchers, Students, Trades | UCLC eCourse |
| Environmental Health & Safety | Sanitary Sewer Spills | This course provides guidance for sanitary sewer spills including: inspections, maintenance, spill response, and reporting procedures. | Trades | UCLC eCourse |
| Environmental Health & Safety | Scaffolding Safety | This is a course covers the hazards, injury mitigating strategies, and safe setup procedures for mobile scaffolds. For employees that are authorized by their department to use mobile scaffolding systems.Two-part training (eCourse introducing safe operating procedures and on-site scaffold set up), both Part 1 and Part 2 are required for course credit. After completing Part 1, reach out to the respective department trainer(s) to schedule Part 2. | Scaffold Authorized Users | Training Automatically Assigned, In-Person Class, UCLC eCourse |
| Environmental Health & Safety | Shipping Hazardous Materials | This course provides hazmat training to prepare and offer hazardous materials shipments for transportation in commerce. | Healthcare Staff, Principal Investigators, Researchers, Students | UCLC eCourse |
| Environmental Health & Safety | Shop Safety | Overview of safe practices when using machinery and equipment. when using Topics include: machinery & equipment safe practices and procedures, hot work, lockout/tagout for non-electrical machines, tools (hand & power), welding, cutting, and brazing, and is meant for affected staff, users, and/or exposed employees. Please note that if you serve as an Authorized, Certified, Competent, Licensed, or Qualified person you must complete additional training beyond this course. | Maintenance Workers, Principal Investigators, Researchers, Students, Trades | UCLC eCourse |
| Environmental Health & Safety | Spill Prevention Control and Countermeasure | This course covers guidance on properly identifying oil storage locations, spill prevention procedures, spill pathways and training personnel on appropriate spill response procedures in an effort to comply with all local, state and federal requirements. | Trades | UCLC eCourse |
| Environmental Health & Safety | Storm Water Pollution Prevention | This course provides general awareness and site operators of storm water pollution prevention, good housekeeping practices, and procedures for reporting illicit discharges. | Custodial Staff, Faculty/Staff, Healthcare Staff, Maintenance Workers, Principal Investigators, Researchers, Students, Trades | UCLC eCourse |
| Environmental Health & Safety | Trenching and Shoring | This course is designed to inform employees of the possible health and safety concerns unique to trenching and excavation. | Trades | In-Person Class |
| Environmental Health & Safety | TANGO - Biosafety Basics | Provides incoming TAs and graduate students with basic information on biosafety, biohazard, safe handling and standard practices. | Graduate Students | Training Automatically Assigned, Canvas |
| Environmental Health & Safety | TANGO - Fume Hood User Safety | Informs incoming TAs and graduate students of procedures on how to properly use the fume hood. Provides information on the different types, parts and performance testing. | Graduate Students | Training Automatically Assigned, Canvas |
| Environmental Health & Safety | TANGO - Risk Assessment | Informs incoming TAs and graduate students of procedures on how to properly use the fume hood. Provides information on the different types, parts and performance testing. | Graduate Students | Training Automatically Assigned, Canvas |
| Environmental Health & Safety | TANGO - Chemical Inventory & MAQ | Informs incoming TAs and graduate students of campuswide procedures in chemical inventory and instructions on how to use UC Chemical. Also provides information on Maximum Allowable Quantity (MAQ) of chemicals in buildings. | Graduate Students | Training Automatically Assigned, Canvas |
| Facilities Management | Tririga Campus User Training Guides | Overview of the Facilities Management work order system (Tririga) geared to UC Irvine Facilities Management requesters and building facility managers. Tririga | Building Facility Managers, Faculty/Staff | Job Aid |
| Police Department | Active Shooter Response | An interactive presentation workshop on Workplace Violence and Active Shooter Incidents. Tailored for faculty, staff, and students, the presentations are designed to provide additional information on active shooter incidents. Offered in-person or live virtual by request. | Faculty/Staff, Students | In-Person Class, Virtual, Info Page |
| Police Department | Alcohol Awareness Program | The in-person program promotes responsible decision-making and educates students on the effects of alcohol use. Through interactive workshops, peer discussions, and campus collaborations, the program encourages healthy lifestyles, reduces risky behaviors, and connects students to support resources. Sessions are scheduled by request. Training is designed for UCI campus organizations, such as fraternities and sororities. | Students | In-Person Class |
| Police Department | Clery Act | The training covers the compliance elements of the Clery Act and the responsibilities of those identified as Campus Security Authorities (CSAs) in reporting and providing resources. CSAs are individual who have significant responsibility for student and campus activities, such as athletic coaches, deans, advisors, housing staff, security personnel, etc., who are required to report certain crimes to the police department under the federal Clery Act. | Campus Security Authorities (CSAs) | Virtual |
| Police Department | Community Police Academy (CPA) | A free in-person program offering a behind-the-scenes look at UC Irvine Police department operations. Topics include patrol operations, 9-1-1 dispatching, investigations, community-oriented policing, K-9 program, and more. One of the sessions involves a field trip to Golden West College to experience the simulator room. Participants should be at least 18 years old and members of the UC Irvine community - students, staff, faculty, or University Hills residents. CPA is offered twice a year (spring and fall) for 6 weeks on Wednesdays, 6-8:30 p.m. A campuswide announcement is sent twice a year (spring and fall) when the program application opens (space is limited). | Faculty/Staff, Students | In-Person Class |
| Police Department | Department-Specific Trainings and Exercises | A variety of department-specific emergency management trainings and exercises designed to help teams prepare for and respond to crises effectively. Hands-on, interactive learning experiences focus on incident response, business continuity, and crisis communication, and include tabletop exercises, functional drills, or full-scale simulations. Emergency Management | Faculty/Staff, | In-Person Class, Virtual, Info Page |
| Police Department | Emergency Response Procedures Training | This training will help educate the campus community on personnel response actions for evacuation, active shooter, and earthquake response. In addition, it will cover what resources are available to you and how you can increase your personnel preparedness. Emergency Management | Faculty/Staff, Students | UCLC eCourse |
| Police Department | Evacuation Stair Chair Training | This is a 2-part course (eCourse + 30-min in-person hands-on training) on safe use of Stryker chairs for staff, faculty, and students. Part 1: Offered on demand on UCLC. Part 2: In-person hands-on sessions held at EHS, offered every quarter* from 11 a.m. - 12 p.m and will be located in the EHS Conference Room located at 4600 Health Sciences Rd. Please refer to the UCI Emergency Management Training calendar for future training dates. Emergency Management | Faculty/Staff, Students | In-Person Class, UCLC eCourse, Info Page |
| Procurement Services | Conflict of Interest (COI) Form | Video explaining how to fill out the COI form for vendors and campus users to follow when trying to onboard a new vendor with a potential conflict. | Fiscal Officers - Vendor Management, Vendors | Video |
| Procurement Services | Department Buyer Training Sessions | This program, held monthly or bi-monthly, supports department buyers at every level. Sessions are designed to strengthen procurement skills, reinforce purchasing policies, and build confidence in day-to-day buying decisions. | Buyers - Department | Virtual |
| Procurement Services | KFS: Capital Asset Management | This resource outlines KFS procedures for updating, retiring, loaning, returning, and transferring capital assets, and includes instructions for completing the biennial inventory requirements. KFS | Capital Asset Management Users | Job Aid |
| Procurement Services | KFS: PALCard Application (PCAP) Instructions for Applicants | Available as an online course or web-based instructions (job aid), this resource guides employees through initiating, completing, and submitting a PALCard Application (PCAP) in KFS. KFS | PALCard - Holders | Job Aid, UCLC eCourse |
| Procurement Services | KFS: PALCard Application (PCAP) Instructions for Fiscal Officers & Supervisors | Available as an online course or web-based instructions (job aid), this resource is designed for fiscal officers and PALCard reviewers who need to approve a PALCard Application (PCAP) in KFS. KFS | Fiscal Officers - Procurement, PALCard - Reconcilers | Job Aid, UCLC eCourse |
| Procurement Services | KFS: PALCard Reconciler Group Assignment | These instructions explain how to assign a reconciler group to review PALCard Documents (PCDOs), which are used to reconcile PALCard transactions. KFS | Fiscal Officers - Procurement, PALCard - Reconcilers | Job Aid |
| Procurement Services | KFS: PALCard Reconciliation (PCDO) in KFS | This online course walks users through the PALCard review and reconciliation process, including reviewing PALCard documents in KFS, reallocating funds, and adjusting use tax. KFS | Fiscal Officers - Procurement, PALCard - Reconcilers | Job Aid, UCLC eCourse |
| Procurement Services | KFS: PALCard Training Guide | Web-based instructions (job aid) for applying for a PALCard, becoming a PALCard reconciler, reconciling transactions, searching for PALCard documents, and processing a general error correction (GEC). KFS | Fiscal Officers - Procurement, PALCard - Holders, PALCard - Reconcilers | Job Aid |
| Procurement Services | PALCard Policy & Refresher Course | This online course covers PALCard policies, cardholder responsibilities, purchasing procedures, reconciliation requirements, and ongoing PALCard maintenance. | Fiscal Officers - Procurement, PALCard - Holders, PALCard - Reconcilers | UCLC eCourse |
| Procurement Services | Procurement Fundamentals Training | This training covers essential topics such as purchasing thresholds, competitive bidding and supplier sourcing, procurement compliance requirements, and proper payment methods. | Buyers - Department, Fiscal Officers - Procurement, PALCard - Holders | UCLC eCourse |
| Procurement Services | Procurement Services Office Hours | Procurement Services hosts bi-weekly campus office hours every other Tuesday from 9 - 10 a.m. PST for drop-in questions related to requisitions, purchase orders, agreements, policies, and other procurement topics. | Buyers - Department, Financial Reviewers, PALCard - Holders, Requisitioners, Restricted Items Approvers, Shoppers | Virtual |
| Procurement Services | Small Business First (SB1st) Program Training | Resource explains the requirements of the SB1st program. Training is for anyone making a non-federal funded purchase between $10K to $250K, not through a contracted supplier, not exempt from policy (exemptions list). | Buyers - Department, PALCard - Holders, Requisitioners, Shoppers | Job Aid |
| Procurement Services | Small Business First Waiver | Resource explains how to fill out the exceptional waiver form. | Buyers - Department, PALCard - Holders, Requisitioners, Shoppers | Job Aid |
| Procurement Services | UCIBuy+ (A): Basics/Navigation | Whether new to the system or in need of a quick refresher, these resources support the accurate navigation of UCIBuy+ site and its features from finding items and managing carts to tracking purchase orders and customizing settings. UCIBuy+ | Buyers - Central, Buyers - Department, Financial Reviewers, Requisitioners, Restricted Items Approvers, Shoppers | Job Aid |
| Procurement Services | UCIBuy+ (B): Requisitioner - Submitting an Order | These resources walk through initiating and submitting catalog and non-catalog orders, adding comments and attachments to requisitions, and managing ad-hoc approval workflows. UCIBuy+ | Buyers - Central, Buyers - Department, Financial Reviewers, Requisitioners, Restricted Items Approvers, Shoppers | Job Aid |
| Procurement Services | UCIBuy+ (C): Departmental Buyer - Completing the Non-Catalog Requisition | These resources detail the actions and the sections that the Department Buyers need to complete to further process the requisition. UCIBuy+ | Buyers - Department, Requisitioners | Job Aid |
| Procurement Services | UCIBuy+ (D): Typical Purchasing Scenarios | This resource details the required actions needed to submit requests for specialized scenarios, such as IT services (including software) and recur ring purchases. UCIBuy+ | Buyers - Department, Requisitioners, Shoppers | Job Aid |
| Procurement Services | UCIBuy+ (E): Special Scenarios | These resources provide guidance for handling specialized and less common purchasing scenarios in UCIBuy+ including overriding purchase order defaults, assigning non-default payment terms, and creating subaward purchase orders. UCIBuy+ | Buyers - Central, Financial Reviewers | Job Aid |
| Procurement Services | UCIBuy+ (F): Supplier Resources | This resource includes information about Airgas USA, account number instructions, ergo furniture favorites pre-approved by EHS, and order tracking. UCIBuy+ | Requisitioners, Shoppers | Job Aid |
| Procurement Services | UCIBuy+ PALCard Exceptional Approval | This resource describes the PALCard exceptional approval process, which is used in rare circumstances to request approval for restricted items, transactions over $5,000, or purchases that exceed a cardholder's monthly limit. UCIBuy+ | PALCard - Holders | Job Aid |
| Transportation & Distribution Services | Bike Friendly Driver Training | A virtual on-demand class certified with the League of American Bicyclists designed to educate both drivers and bicyclists on the safest ways to share the road. | Bicyclists, Faculty/Staff, Parking Permit Holders, Students, Vehicle Operators | Video |
| Transportation & Distribution Services | Biking Resources | A variety of online on-demand educational resources on bike safety, gear, security, maintenance, etc. | Bicyclists, Faculty/Staff, Students, Vehicle Operators | Job Aid |
| Transportation & Distribution Services | myCommute Transportation Resources | Online on-demand resources to guide faculty, staff and students how to purchase and manage permits, participate in the sustainable transportation program, use transit products, etc. myCommute | Faculty/Staff, Parking Permit Holders, Students, Vehicle Operators | Job Aid |
| Transportation & Distribution Services | Smart Cycling Certification | Lecture and group ride program certified with the League of American Bicyclists designed to get cyclists confident on the road. It includes a 3-hour online class session held each quarter and an optional on-bike session. | Bicyclists, Faculty/Staff, Students, Vehicle Operators | In-Person Class, Virtual, Info Page |
| No training programs found matching your criteria. | ||||
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