Training

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EthicsPoint Manual

The EthicsPoint manual is a "how-to" training document for EthicsPoint, a UMD compliance reporting system, managed by Management Advisory Services (MAS). The manual can be found here:

EthicsPoint Training Manual 

Management Reports

This class will provide financial data analysts and information seekers access to the newly created KFS090 Management Reporting tool.  These reports are the cornerstone of financial reports used to assess trends and financial performance against key metrics, such as the budget and operating revenue.  The class participant will learn how to access the report, navigate to a selected report, expand, and collapse folders, apply filters, download, and print reports.  Class participants need to have access to the KFS90 Financial Management Reports.  If you need access or if you are not sure you have access, please email: fds-request@umd.edu to gain access.  This class has a run time of 1.0 hour.

Accounts Payable Training Video - March 2022

Basic KFS Reporting for Unrestricted Funds

This hands-on training introduces participants to the basic report options in KFS for unrestricted funds. Participants will be introduced to KFS report terminology, the Overview reports and structure, and how to run and download reports.

This training is recommended for UMD staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to KFS reporting.

Attendees should have a basic understanding of how to navigate through KFS prior to taking this training.  Additionally, a laptop and access to KFS Reports are required for training. 

To sign up for training, please go to UMD’s Training Calendar (training.umd.edu) and search for available dates/times.

KFS Budget Amendment Training Guide

This guide provides an overview of the Budget Amendment (BA) and how to process the BA form in KFS.  Please send questions regarding the training guide to bfa@umd.edu

Budget Amendment Training

Basic KFS Reporting for Unrestricted Funds

This hands-on training introduces participants to the basic report options in KFS for unrestricted funds. Participants will be introduced to KFS report terminology, the Overview reports and structure, and how to run and download reports.

This training is recommended for UMD staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to KFS reporting.

Attendees should have a basic understanding of how to navigate through KFS prior to taking this training.  Additionally, a laptop and access to KFS Reports are required for training. 

To sign up for training, please go to UMD’s Training Calendar (training.umd.edu) and search for available dates/times.