Training & Security

Information and links for training available from the Controller's Office, as well as instructions and forms for requesting access to different programs and processes.

Please note that, unless otherwise indicated, you must be an established employee with Utah State University in order to access the online trainings (if you are not set up in the payroll system, you will be unable to login and view the trainings).

laptop on table with phone, glass of water and notepad with pen

Argos Reports Training
Finance Systems

Instructions on how to access various reports available to employees with Finance access, as well as information on their associated e-print forms. If you are an employee needing Argos access, email FinanceSecurityRequest@usu.edu.

Trainer/Point of Contact:
Sharyn Bradfield
(435) 797-8089
sharyn.bradfield@usu.edu

Relevant Forms:
Banner Finance Organization Security Access Request (Service Now)

Access Argos Training

Cardholder Training
P-Cards

Training for new and renewing USU Cardholders and Delegated Users (including P-Card, All Card, and Travel Card). Cardholders must renew training every two years.

Trainer/Point of Contact:
P-Card Team
pcardadmin@usu.edu

Relevant Forms:
P-Card, Travel Card, or All Card Request Form (Service Now)

P-Card Training

point of sale machine with credit card being swiped

Cash & Credit Card Handling
Treasury Services

Online training outlining the best credit card handling practices for employees and non-employees/non-students who handle money (cash or digital) on behalf of USU.

Questions about Training:
Shanell Johnson
(435) 797-1682
shanell.johnson@usu.edu

Problems with Login:
Organizational Development & Training Team
training@usu.edu

Employee/Student Training
Non-Employee/Student Training

Chart of Accounts
Finance Systems

Required online training pre-requisite for all other training regarding USU's Finance Systems. Must complete the two forms required for gaining access and email them to Allen Dawes.

Trainer/Point of Contact:
Allen Dawes
(435) 797-1436
allen.dawes@usu.edu

Relevant Forms:
Banner Training/Access Request
Banner Finance Organization Security Access Request (Service Now)

Access Training

person working on phone with printed charts and pencils/markers

Journal Vouchers Training
Finance Systems

Training for those that are entering journal vouchers for their department/college. You must complete the Chart of Accounts (COA) training before beginning this training.

After completing the training, fill out the Banner Training / Access Request Form to be granted the additional permissions you need.

Trainer/Point of Contact:
Vern Bales
(435) 797-0666
vern.bales@usu.edu

Reference Materials:
Approving a Journal Voucher
Adding Documents to Banner/AppEnhancer
Journal Voucher Tips & Tricks

Labor Redistribution Training
Finance Systems

For those who need to submit and approve labor redistributions, please contact the trainer for a training time. For those needing approval access only, watch the Labor Distribution: Approvals video and submit a screenshot of your completion along with your name and A-number to financesecurityrequest@usu.edu.

You must complete the Chart of Accounts (COA) training before beginning this training.

Trainer/Point of Contact:
Michael Ballif
(435) 797-0940
michael.ballif@usu.edu

Reference Materials:
SB Submission/Approval Instructions
PHAREDS Submission Instructions
Labor Redistribution Approvals

Service Center Training Webinar
Service Centers

An introduction to basic service center cost accounting and management. This training webinar was originally offered by NCURA, National Council of University Research Administration.

Trainer/Point of Contact:
Lori Francom
(435) 797-0975
lori.francom@usu.edu

Access Training