Comprehensive DFA Training Directory
UC Irvine's Division of Finance & Administration is committed to providing comprehensive training and resources on a wide-range of topics. From courses covering complex accounting practices to life-saving emergency procedures, DFA organizations offer dozens of trainings and they are all listed below.
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The table below lists all trainings offered by DFA departments. Use the menu bar to find the appropriate training. Search by keywords, select the audience drop-down to view trainings by role, and filter by owner to view offerings from specific departments.
Showing all training programs
| Department | Training Title | Overview | Audience | Format/Link |
|---|---|---|---|---|
| Accounting & Fiscal Services | Accessing the Kuali Financial System | Information about how to access the Kuali Financial System (KFS), working with VPN, and managing access to the system. | KFS Users | Job Aid |
| Accounting & Fiscal Services | Account Delegate Guide | Instructions on how to set up backup fiscal officers, for financial managers and current fiscal officers. | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Account Global Guide | Instructions on how to make updates to KFS Accounts (more than one usually) for financial managers and fiscal officers. | Fiscal Officers - Chart of Accounts | Job Aid |
| Accounting & Fiscal Services | Action List Filter | Shows users how to access and set up "filters" for their KFS Action List, change preferences, display options, and notifications | KFS Users | Job Aid |
| Accounting & Fiscal Services | Additional and Exceptional Approvals | This guide was created to help KFS users quickly determine which common expenses need additional or exceptional approval and learn how that approval is granted. | Reimbursement Processors, Financial Reviewers | Job Aid |
| Accounting & Fiscal Services | Award Balance Overview Report | Show Users how the ABO report works, to allow them to update PIs on their financial standing with C&G awards. (Derived info from PI Report application) | Principal Investigators, Research Administrators & Analysts | Job Aid |
| Accounting & Fiscal Services | Budget Adjustment (BA) & Budget Appropriation Transaction (BAT) | Instruction guideline and how-to to show allocation and Budgeting in KFS for Contract & Gran funds, and fiscal year funds. | Fiscal Officers - Budget | Job Aid |
| Accounting & Fiscal Services | Cash Handling Training | To comply with BUS 49 requirement of developing and providing cash handling training to all campus employees who handle cash. | Cash Handlers | UCLC eCourse |
| Accounting & Fiscal Services | Cellphones for UCI Business: Usage and Reimbursement Guidelines | The information on this page supports the UC-wide requirement for issuing and using cellphones for university business. | Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | Chart of Accounts (COA) Guide | Includes Overview, Account Global Guide, Object Codes, Higher Ed Function Code and UC Account, Optional FAU Elements, Sub Fund Group Types and Funds, UC Fund Blocks, etc. | 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. | 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. It is recommended that courses be completed in the order listed below. Courses include: Intro to Fund Management, Direct vs. F&A, Cost Transfers, Payroll Certification, UCI Cost Sharing, and Ledger Reading and Award Closeout. Courses are offered quaterly and annouced in advance on the AFS-Update and CG-News mailing lists. | Research Administrators & Analysts | |
| Accounting & Fiscal Services | Create (Copy) an Account | Instructions on how to create a new KFS Account (or 'link' UC Account & UC Fund) by copying an existing account. This is for financial managers and fiscal officers when new funding comes in for the department | Fiscal Officers - Chart of Accounts | Job Aid |
| Accounting & Fiscal Services | Create or Edit Sub-Account | Contains information needed to set up or edit a KFS sub account. | Fiscal Officers - Chart of Accounts | Job Aid |
| Accounting & Fiscal Services | Creating a TEM Profile & Adding Arranger/Account | Includes Adding an Arranger to an Active TEM Profile, Adding a Default Account to Your TEM Profile, | Reimbursement Processors, Travelers | Job Aid |
| Accounting & Fiscal Services | Creating and Editing Project Codes | Learn about Project Codes. The Project Code document defines an optional part of the Kuali Financial System (KFS) accounting string so you can assign an identifier to particular transactions that might span multiple accounts. | Fiscal Officers - Financial Processing, Financial Reviewers | Job Aid |
| Accounting & Fiscal Services | CTS (Ghost Card) Account Training | 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 job aid lists payment reason codes used on DVs, including names and description of the payment category. | Reimbursement Processors | Job Aid |
| Accounting & Fiscal Services | Document Retention for Accounting | Discusses the requirement from UCOP about document retention for all financial records, and the KFS system | Fiscal Officers - Financial Processing, Financial Reviewers | Job Aid |
| Accounting & Fiscal Services | Encumbrances | Includes information about how to look up encumbrances, purpose, and how they are created in KFS at UCI | Fiscal Officers - Financial Processing, Fiscal Officers - Procurement | Job Aid |
| Accounting & Fiscal Services | Financial Reports Support Website | Provide overview on financial reporting at UCI, for the types of reports available, how to access, and understanding Decision Support or other report tools. | Report Users | Job Aid |
| Accounting & Fiscal Services | Fiscal Officer Resources | Includes Fiscal Officer responsiblity and financial managers on how to make decisions on KFS COA informaiton, resources to use, Reconcilliation, setting up delegates/backups. | Fiscal Officers - Financial Processing, Financial Reviewers | 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. | Fiscal Officers - Financial Processing | Zoom Class or Webinar |
| 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. | Fiscal Officers - Budget | Zoom Class or Webinar |
| 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. | Fiscal Officers - Financial Processing | Zoom Class or Webinar |
| 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. | Fiscal Officers - Fiscal Year End, Financial Reviewers | Job Aid |
| 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. | Fiscal Officers - Fiscal Year End, Financial Reviewers | Zoom Class or Webinar |
| Accounting & Fiscal Services | Guide for New 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 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. | 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. | Fiscal Officers - Financial Processing, Financial Reviewers | 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. | Reimbursement Processors, Financial Reviewers | 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. | 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. | 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). |
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. | Fiscal Officers - Financial Processing | 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 billi outside customers for goods and services. Also for third-party sponsorship billing - e.g. military departments, external sponsors | 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 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 | Zoom Class or Webinar |
| 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. | Reimbursement Processors | Zoom Class or Webinar |
| Accounting & Fiscal Services | KFS FT: Internal Billling (IB) | This course will teach users to access, complete, and submit an Internal Billing (IB) eDoc. | 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 | Fiscal Officers - Financial Processing, Financial Reviewers | 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. | Reimbursement Processors | Zoom Class or Webinar |
| 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 Users | Zoom Class or Webinar |
| 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). | Fiscal Officers - Budget | Zoom Class or Webinar |
| Accounting & Fiscal Services | KFS: Disbursement Voucher (DV) eDoc Guide | This course will teach users how to access, complete, and submit a Disbursement Voucher. | 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. | 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. | Fiscal Officers - Financial Processing, Financial Reviewers | Zoom Class or Webinar |
| 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. | 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. | 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. | Fiscal Officers - Financial Processing | Job Aid |
| Accounting & Fiscal Services | Locating Payment Info for Purchasing Transactions | Procurement Document search inside of a REQS/PO to see payments on the PO/POA. | 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 | 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. | 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. | 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 | 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. | Reimbursement Processors, Financial Reviewers | 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 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). | Reimbursement Processors, Financial Reviewers | 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 revie. | Sales & Service Facility Managers & Analysts | 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 revie. | 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 Users | Job Aid |
| Accounting & Fiscal Services | Searching the KFS Vendor Database | Instructions on how to search KFS Vendor database for specific vendors | Fiscal Officers - Vendor Management | Job Aid |
| Accounting & Fiscal Services | Set up Fiscal Officer Delegates | Learn about how to setup account delegates. Account Delegate is a role in which an individual is assigned by a Fiscal Officer to approve documents on their behalf at the Fiscal Officer route node. | Fiscal Officers - Financial Processing, Financial Reviewers | 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. | Reimbursement Processors | Zoom Class or Webinar |
| 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. | 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 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 | 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 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 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) | 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 | Designed to showcase the overall Procurement Workflow as a more end-to-end for placing and order and paying the vendor | 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) | 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 | Video |
| 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 |
| 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 DocuSign Training | Provide basic introduction to DocuSign (why and how to use DocuSign, how to sign an send a document for electronic signature) | DFA Staff | UCLC eCourse |
| 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 fir all DFA staff on DFA Employee Portal SharePoint site. | DFA Staff | Zoom Class or Webinar |
| Emergency Management | 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. | Staff, Faculty | Hybrid/Mixed |
| Emergency Management | 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. | Staff, Faculty, Students | UCLC eCourse |
| Emergency Management | Evacuation Stair Chair Training |
This is a 2-part course on the safe use of Stryker evacuation chairs for staff, faculty, and students. The first part is an eCourse completed on demand via UCLC and the second part is a voluntary, but highly recommended in-person hands-on training offered biannually. Part 1: Offered on demand on UCLC |
Staff, Faculty, Students | Hybrid/Mixed |
| Environmental Health and Safety | Aerial Bucket Truck Safety | Topics include regulatory compliance standards, equipment parts, understanding equipment limitations, performing inspections before and after use, using and inspecting appropriate PPE, safety operations, and following manufacturer maintenance requirements. | Bucket Truck Users | Hybrid/Mixed |
| Environmental Health and Safety | Aerial Lifts Safety | Topics include related regulatory compliance standards, equipment parts, understanding equipment limitations, performing inspections before and after use, using and inspecting appropriate PPE, safety operations, and following manufacturer maintenance requirements. | Aerial/Scissor Lift Users | In-Person Class |
| Environmental Health and Safety | Arc Flash Safety | This course explains the mechanics of an Arc Flash, regulatory requirements and worker protection strategies. | Construction Workers, Trades | TBD |
| Environmental Health and Safety | Asbestos (Cal/OSHA) | The course provides information about the serious health hazards associated with exposure to asbestos and address where asbestos is commonly found, how it can potentially affect you, and what you need to do to protect yourself and others from exposure. | Construction Workers, Trades, Custodial Staff | UCLC eCourse |
| Environmental Health and Safety | Asbestos Awareness | This course covers hazards and exposure control methods associated with asbestos. | Construction Workers, Trades, Custodial Staff | UCLC eCourse |
| Environmental Health and Safety | Back Injury Prevention & Manual Material Handling | 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. | Staff, Faculty, Construction Workers, Trades, Custodial Staff | UCLC eCourse |
| Environmental Health and Safety | Bloodborne Pathogens (BBP) for Non-research | This course covers overview of safe work practices around bloodborne pathogens for non-research staff. This course is designed for non-researcher, non-clincial staff that come in contact with human blood, e.g. custodians, police, athletics | Staff, Faculty | UCLC eCourse |
| Environmental Health and Safety | Compressed Gas Safety | This course covers awareness and handling of compressed gasses. Includes information on proper installation of regulators. | Researchers, Principal Investigators, Skilled Trades and Auxiliary Services | UCLC eCourse |
| Environmental Health and Safety | Confined Space Entry | This course defines “Confined Space”, identifies common hazards found in confined spaces, hazard mitigation strategies, regulatory requirements, and describes the UCI specific confined space entry permit process. | Construction Workers, Trades, Custodial Staff | TBD |
| Environmental Health and Safety | Controlled Substances | This course provides an introduction to secure use of controlled substances and is designed to meet UC Controlled Substances policy (BUS-50). | Researchers, Principal Investigators | UCLC eCourse |
| Environmental Health and Safety | Cryogen Safety | This course provides an overview of safe use of crypgens in solid, liquid form. | Researchers, Principal Investigators | UCLC eCourse |
| Environmental Health and Safety | Driving Safety | This course provides simple, effective defensive driving techniques you can use to reduce your chances of being involved in a motor vehicle accident. It covers accident prevention techniques, safety precautions for driving in hazardous conditions, and the risks of drinking and driving. It also explores the use of vehicle safety features and covers guidelines for driving safely on the job. Course is for student employees authorized by department to drive a university vehicle and staff having or driving UC Irvine fleet vehicle 60% or more of their job. | Drivers of UC Irvine Fleet Vehicles | UCLC eCourse |
| Environmental Health and Safety | Ergonomics: Computer & Office | This course identifies the hazards and risk factors in an office and computer environment. It provides solutions and recommendations to prevent physical and psychological health risks. | Students, Faculty, Staff, Computer Users | UCLC eCourse |
| Environmental Health and Safety | Ergonomics: Laboratory | This course covers general ergonomic best practices with additional emphasis on guidelines for tasks done and equipment used in laboratories. | Students, Faculty, Staff, Researchers | UCLC eCourse |
| Environmental Health and Safety | Fall Protection | This course covers the hazards associated with working at heights, mitigating strategies and regulatory requirements. Course is for employees that need fall protection equipment to work at unprotected heights above 30" or use Mobile Elevated Work Platforms. | Construction/Maintenance Workers, Skilled Trades and Auxiliary Services | In-Person Class |
| Environmental Health and Safety | Filtering Facepiece (N95) Voluntary Use | This training demonstrates how to correctly put on and take off your N95 respirator, and the limitations associated with filtering facepieces. | Students, Faculty, Staff, Researchers | UCLC eCourse |
| Environmental Health and Safety | Fire Safety | This course covers basic fire safety concepts, building evacuation procedures, and how to use a fire extinguisher through a hands-on training. | Faculty, Staff, Students | UCLC eCourse |
| Environmental Health and Safety | Food Safety | Demonstration of knowledge for a Temporary Food Event. If preparing, handling, or serving non-prepackaged food, the person in charge must demonstrate that he or she has adequate knowledge of food safety principles as they relate to the specific food facility operation. | Food Handlers | Online |
| Environmental Health and Safety | Forklift Operator Safey | This course is required for UC Irvine employees who are required to operate a forklift as part of their employment. Topics include related regulatory compliance standards, equipment parts, understanding equipment limitations, performing inspections before and after use, using and inspecting appropriate PPE, safety operations, and following manufacturer maintenance requirements. | Forklift Operators | Hybrid/Mixed |
| Environmental Health and Safety | Hazard Communication for Trades, Facilities, & Custodians | The course covers the Hazard Communication Standard, Material Safety Data Sheets, health effects of chemicals with which you work, and other potential workplace hazards (e.g. asbestos and lead awareness). It also covers exposure control, labeling system recognition, and emergency response. | Facilities Management, Trades, and Custodial Staff | In-Person Class |
| Environmental Health and Safety | Hazardous Materials Incidents Emergency Procedures Training | Annual emergency procedure training for all campus employees handling hazardous materials. This training covers basic guidelines on hazardous materials incidents, emergency contacts, safety data sheets and evacuation areas. | Faculty, Students, Researchers, Principal Investigators | UCLC eCourse |
| Environmental Health and Safety | Hazardous Waste | This course covers awareness and handling of hazardous chemical and biohazardous waste. | Faculty, Students, Researchers, Principal Investigators | UCLC eCourse |
| Environmental Health and Safety | Hearing Conservation | Complete the assessment to determine whether you need to take the training | Construction Workers, Trades, Custodial Staff, Staff | In-Person Class |
| Environmental Health and Safety | Heat Illness Prevention | This course includes an overview of heat illness prevention for indoor and outdoor workers.Topics include: Recognition, Prevention, Procedures, Response, and Supervisor responsibilities. | Staff | UCLC eCourse |
| Environmental Health and Safety | Heat Illness Prevention for Supervisors | This course covers methods for supervisors to protect employees from heat illness. Available upon request - call EHS at 949-824-6200. | Staff | In-Person Class |
| Environmental Health and Safety | High Voltage Safety Awareness | This course covers safety awareness information regarding high voltage equipment. | Electrical Workers | In-Person Class |
| Environmental Health and 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 | UCLC eCourse |
| Environmental Health and Safety | Laboratory Safety Fundamentals | This course provides guidance in analyzing hazards, controlling exposure and minimizing risk, and vigilance in the laboratory. | Faculty, Students, Researchers, Principal Investigators | UCLC eCourse |
| Environmental Health and Safety | Ladder Safety (Walking & Working Surfaces) | This course provide best practices in preventing slip, trips and falls when working in different level of surface. Trainig provides information on how to select appropriate ladder for the height of work. Also, include information on how to inspect a ladder. | Construction Workers, Trades, Custodial Staff | UCLC eCourse |
| Environmental Health and Safety | Laser Safety | This course is required for all users of hazardous lasers (Class 3b or Class 4). It covers the principles of working safely with these lasers. | Researchers, Principal Investigators | UCLC eCourse |
| Environmental Health and Safety | Lead Awareness | This course covers hazards and exposure control methods associated with lead. Course is designed for employees who may come into contact with lead-based or lead-containing material, typically plumbers, carpenters, etc. | Construction Workers, Trades, Custodial Staff | UCLC eCourse |
| Environmental Health and Safety | Lockout/Tagout (Control of Hazardous Energy) | This course trains participants to safely work with equipment that stores hazardous energy or is capable of having sudden energy releases. Course is designed for employees that need to de-energize systems to service equipment. | Construction Workers, Trades | UCLC eCourse |
| Environmental Health and Safety | Motorized Carts | 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. | Students, Staff, Faculty, Community Safety Ambassadors, Cart/Low Speed Vehicle Drivers | Hybrid/Mixed |
| Environmental Health and Safety | Radiation-Producing Machine Safety | This training provides instruction on how to use radiation producing machines safely and is required for all users of radiation producing machines, including medical and dental use X-ray units, electron microscopes, diffraction units, X-ray irradiators, and cabinet style X-ray machines. This training is not intended for users of radioactive materials, cesium irradiators, neutron probes, lasers or nuclear reactors. | Researchers, Principal Investigators | UCLC eCourse |
| Environmental Health and Safety | Radioactive Material Safety | This training provides instruction on how to use radioactive materials safely and is required for all users of radioactive materials, including radioisotopes in labs, cesium irradiators, sealed radioactive sources, and nuclear reactors. This training is not intended for users of radiation producing machines (X-ray units) or lasers. | Researchers, Principal Investigators | UCLC eCourse |
| Environmental Health and Safety | Respiratory Protection Assessment | Regulatory compliance. For employees who suspect exposure to respiratory hazards above regulatory limits. | Faculty, Staff | TBD |
| Environmental Health and Safety | Respiratory Protection Training | Regulatory compliance. For employees idenfied as having potential exposure to respiratory hazards | Faculty, Staff | In-Person Class |
| Environmental Health and Safety | Safety Fundamentals | This course covers the following workplace safety topics: Ergonomics, Emergency Preparedness, Earthquake Safety, Fire & Electrical Safety, Hazard Awareness, and Environmental Stewardship. Available online on-demand as well as an instructor-led class for selected audiences. | Faculty, Staff, Students | UCLC eCourse |
| Environmental Health and 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 and Safety | Scaffolding Awareness & Competent Persons | This awareness level course covers the hazards, injury mitigating strategies, and safe setup procedures for mobile scaffolds. It is available upon request - call EHS at 9490824-6200. For employees that are authorized by their department to use mobile scaffolding systems. | Construction Workers, Trades | In-Person Class |
| Environmental Health and Safety | Shipping Hazardous Materials | This course provides hazmat training to prepare and offer hazardous materials shipments for transportation in commerce. | Researchers, Principal Investigators, Construction Workers, Trades | UCLC eCourse |
| Environmental Health and Safety | Spill Prevention Control & Countermeasure (SPCC) | 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. | Construction Workers, Trades | UCLC eCourse |
| Environmental Health and Safety | Storm Water Pollution Prevention: General Awareness | This course provides general awareness of storm water pollution prevention, good housekeeping practices, and procedures for reporting illicit discharges. | Faculty, Staff, Students | UCLC eCourse |
| Environmental Health and Safety | Storm Water Pollution Prevention: Site Operator | This course provides guidance for storm water pollution prevention including: good housekeeping practices, materials management, pressure washing operations, landscape irrigation, fueling operations, and procedures for reporting illicit discharges. | Faculty, Staff | UCLC eCourse |
| Environmental Health and 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. | Teaching Assistants, Graduate Students, Researchers | TBD |
| Environmental Health and Safety | TANGO Biosafety Basics | Provides incoming TAs and graduate students with basic information on biosafety, bioharazds, safe handling and standard practices. | Teaching Assistants, Graduate Students, Researchers | TBD |
| Environmental Health and Safety | TANGO- Risk Assessment | Informs incoming TAs and graduate students of procedures in assessing risk in the lab and provides scenarios to apply risk assessment tools. | Teaching Assistants, Graduate Students, Researchers | TBD |
| Environmental Health and Safety | TANGO-Chemical Inventory | 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. | Teaching Assistants, Graduate Students, Researchers | TBD |
| Environmental Health and Safety | Trenching & Excavation Safety | This course is designed to inform employees of the possible health and safety concerns unique to trenching and excavation. | Construction Workers, Trades | UCLC eCourse |
| Environmental Health and Safety | Trenching & Shoring for Competent Persons | This course explains the role of a competent person for trenching and excavation projects. | Construction Workers, Trades | In-Person Class |
| Environmental Health and Safety | Welding Safety (Hot Works) | This is a two part course that covers information and training on safety in hot work operations and explains the campus hot work permit process. | Construction Workers, Trades | UCLC eCourse |
| 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. |
Facilties Management Requesters, Building Facility Managers |
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. |
Students, Staff, Faculty |
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| 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) | Zoom Class or Webinar |
| 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 | 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. | 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. | PALCard Holders | |
| 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. | Fiscal Officers - Procurement, PALCard Reconcilers | |
| 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. | 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. | Fiscal Officers - Procurement, PALCard Reconcilers | |
| 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). | 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 | Zoom Class or Webinar |
| 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 . | 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. | 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 Departmental Buyers need to complete to further process the requisition. | 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. | 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. | Buyers - Central, Financial Reviewers | 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. | PALCard Holders | Job Aid |
| Transportation & Distribution Services | Biking Resources | A variety of online on-demand educational resources on bike safety, gear, security, maintenance, etc. | Faculty, Staff, Students, Bicyclists, Commuters, On-Campus Residents | 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. | Faculty, Staff, Students, Bicyclists | Hybrid/Mixed |
| 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. | Faculty, Staff, Students, Parking Permit Holders, Bicyclists | Video |
| 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. | Faculty, Staff, Students, Parking Permit Holders | Job Aid |
| UC Irvine UCPath | 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 what type of access you require. The UCI UCPath website lists out KSAMS roles required for access and the training required before access can be granted. Most training is completed in UCLC. | UCPath Transactors | |
| No training programs found matching your criteria. | ||||
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