Training
ePro/º¬Ðß²ÝFIRST Marketplace Training
eProcurement (ePro) is a module in PeopleSoft Financials with the primary function of creating electronic requisitions and routing them for approval. The º¬Ðß²ÝFIRST Marketplace, an online shopping site accessed from PeopleSoft Financials, takes the use of ePro to another level. Through this online shopping site, users can shop for items from a variety of state-approved suppliers. Users select items by placing them in a shopping cart then return the shopping cart into PeopleSoft Financials to create an ePro requisition.
Training materials for ePro and º¬Ðß²ÝFIRST Marketplace users, including videos, user guides and job aids, are organized in the accordion drop down lists under individual user roles (Shopper, Requester, etc.). Users should find most of the training materials they need to complete their job function in the section labeled with their user role; however, users are encouraged to take some time to familiarize themselves with all of the available materials as they may find videos or manuals under other roles that are helpful to them.
To access all training materials under a particular role, click the plus sign on the right-hand side of the accordion row.
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Introduction to º¬Ðß²ÝFIRST Marketplace
Videos Introduction to º¬Ðß²ÝFIRST Marketplace
Job Aids Introduction to º¬Ðß²ÝFIRST Marketplace
- Shopper
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Requester
Videos Requester
User’s Guides Requester
Job Aids Requester
- 9.2 Marketplace User: Navigating in the º¬Ðß²ÝFIRST Marketplace
- 9.2 Requester: Getting Started in the º¬Ðß²ÝFIRST Marketplace
- 9.2 Requester: Creating a Special Request Requisition
- 9.2 Requester: Creating a Marketplace Requisition from an Assigned Cart
- 9.2 Requester: Creating a Marketplace Shopping Cart and Requisition
- 9.2 Requester/Shopper: Desktop Receiving
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Buyer
Videos Buyer
User’s Guides Buyer
Job Aids Buyer
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Approver
Videos Approver
User’s Guides Approver
Job Aids Approver
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º¬Ðß²ÝFIRST Marketplace and Accounts Payable
Videos Marketplace and Accounts Payable
User’s Guides Marketplace and Accounts Payable
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ePro Administrator
User’s Guides ePro Administrator
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Local Security Administrator
User’s Guides Local Security Administrator
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Train-the-Trainer
The Train-the-Trainer Toolkit contains lesson plans and PowerPoint presentations for use at institutions using ePro and the º¬Ðß²ÝFIRST Marketplace. Each lesson plan and corresponding PowerPoint presentation are fully customizable to be best suited to institutional needs when training these tasks.
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ePro and º¬Ðß²ÝFIRST Marketplace Train-the-Trainer Toolkit Contents
This document lists each lesson, the materials included and a description.
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ePro and º¬Ðß²ÝFIRST Marketplace Train-the-Trainer Toolkit
This zip file contains all of the lesson plans, presentations and job aids.
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ePro: Train-the-Trainer Partcipant Guide
This º¬Ðß²ÝFIRST Marketplace End-User Train-the-Trainer Participant Guide is designed to help institutional trainers learn how to train end-users for using the ePro module and the º¬Ðß²ÝFIRST Marketplace.
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ePro: Train-the-Trainer Buyer Partcipant Guide
This º¬Ðß²ÝFIRST Marketplace End-User Train-the-Trainer Buyer’s Guide is designed to help buyers learn how to use the ePro module to process ePro transactions.
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ePro and º¬Ðß²ÝFIRST Marketplace Train-the-Trainer Toolkit Contents