PeopleSoft / TeamWorks Financials

 P-CARD TRAINING REQUIREMENTS

If you do not have access to DOAS’ Learning Management System, email georgia.learning@doas.ga.gov  and the APO (Rhonda Henslee) your email address and PeopleSoft employee id and the classes needed. All test certificates must be sent to Jenifer Polk.  This does not constitute gaining access to PeopleSoft Financials.  See Purchasing -> PeopleSoft/TeamWorks Financials -> Access for information on how to get access or increase access to the system.

 

Cardholder: 

  • Navigation (TGM10W) 
  • Introduction to State Purchasing (1000W) and Test (1000T)
  • DOAS’ Introduction to Purchasing Card Principles (6600W) & Test (6600T) – must pass the test with an 80 or higher 
  • Purchasing Card (TGM100W) & Test (TGM100T) * only if the cardholder is reconciling his/her card or the holder’s card will be used by others in the TGM System – again, must pass the test with an 80 or higher.
  • DNR Purchasing Card Training- this is done by Jenifer Polk

Reconciler: 

  • Navigation (TGM10W) 
  • Introduction to State Purchasing (1000W) and Test (1000T)
  • Purchasing Card (TGM100W) & Test (TGM100T) – must pass the test with an 80 or higher.
  • Introduction to Purchasing Card Principles (6600W) & Test (6600T) – again, must pass the test with an 80 or higher.
  • DNR Purchasing Card Training- this is done by Jenifer Polk

Approving Official:

  • Navigation (TGM10W)
  • Introduction to State Purchasing (1000W) and Test (1000T)
  • Introduction to Purchasing Card Principles (6600W) & Test (6600T) – again, must pass the test with an 80 or higher.
  • Purchasing Card (TGM100W) & Test (TGM100T) – must pass the test with an 80 or higher.
  • eProcurment for Approvers (TGM30W), Exercise Activities (TGM30E) & Test (TGM30T)
  • DNR Purchasing Card Training – this is done by Jenifer Polk

Approvers 1 & 2:

  • Navigation (TMG10W) 
  • Introduction to Purchasing Card Principles (6600W) & Test (6600T) - must pass the test with an 80 or higher.
  • eProcurement for Approvers (TGM30W) and Test (TGM30T) – again, must pass the test with an 80 or higher. (eProcurement for P.O. for Buyers includes Approvers, so it can replace this course and test)

 

 

STEP-BY-STEP INSTRUCTIONS