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PRISM Training
On-Demand and Instructor-Led Training
Training Course Descriptions
Several courses are held online only. These courses can be completed at your desk, at your convenience. Once you have successfully registered for a course, you will receive confirmation and instructions on how to access the webinar or module.
PRISM Courses
PRISM General Ledger
Prerequisites: None
Type: Instructor lead, Online Training
Duration: 2 hours
Description: Attend this class if you will be entering journals, performing online inquiries on accounts, or running reports.
You can find the course and the available sessions in the Catalog, on https://pitt.talentlms.com
PRISM P-Card Redistribution
Prerequisites: None
Type: Instructor lead, Online Training
Duration: 2 hours
Description: Attend this class if you will be reviewing and redistributing P-card charges.
You can find the course and the available sessions in the Catalog, on https://pitt.talentlms.com
PantherExpress Courses
PantherExpress Shopper
Type: On-Demand Training
Duration: 2 hours
Description: In This online training if you will be creating shopping carts with contracted suppliers, but will not be entering charge account information, or approving orders yourself.
Submit your User Access Form to the PantherExpress team, and you will be registered for the training. You can find more information on the Purchase, Pay & Travel website.
PantherExpress Department Buyer
Prerequisites: None
Type: On-Demand Training
Duration: 3 hours
Description: Attend this class if you will be creating shopping carts and entering charge account information, might have a $500 or $5000 level of approval authority, and have access to standard forms for non-catalog buying.
Submit your User Access Form to the PantherExpress team, and you will be registered for the training. You can find more information on the Purchase, Pay & Travel website.
PantherExpress Approver
Prerequisites: None
Type: On-Demand Training
Duration: 30 minutes
Description: Complete this online training if you will be approving shoppers’ or buyers’ requisitions.
Submit your User Access Form to the PantherExpress team, and you will be registered for the training. You can find more information on the Purchase, Pay & Travel website.
PantherExpress Specialty Forms
Prerequisites: None
Type: On-Demand Training
Duration: 1.5 hours
Description: Complete this online training if you will be submitting payment requests for services agreements, events, dues and memberships, and other payment types.
Submit your User Access Form to the PantherExpress team, and you will be registered for the training. You can find more information on the Purchase, Pay & Travel website.
P-Card Courses
P-Card: New Holder
Prerequisites: None
Type: Pre-Recorded Online Training
Duration: 30 minutes
Description: Receiving a P-card
Special Registration Instructions: Once a P-card application is submitted, you will be signed up for training automatically. You can find the course and the available sessions in the Catalog, on https://pitt.talentlms.com.
P-Card: Purchasing Software
Prerequisites: None
Type: Pre-Recorded Online Training
Duration: 30 minutes
Description: Complete this online training if you are requesting that your P-card be opened for software purchases. You can find the course and the available sessions in the Catalog, on https://pitt.talentlms.com.
Travel Card Courses
Travel Card: New Card Holder
Prerequisites: None
Type: Pre-recorded Online Training
Duration: 30 minutes
Description: Complete this online training if you are applying for a University Travel Card. This course covers Travel Card policies and procedures. Once a Travel card application is submitted, you will be signed up for training automatically. You can find the course and the available sessions in the Catalog, on https://pitt.talentlms.com.
Self-Guided Training
Self-guided training is available in the form of training manuals and training demos that are available to you at any time.
Training Manuals
General Ledger
General Ledger training content includes information on online journal entries, viewing account information, and running reports.
General Ledger Reference Guides
- Pitt’s Account Number Structure
- PRISM Batch Naming Conventions
- Guidelines for Completing Direct Deposit and Credit Card Cash Reports
- General Ledger Instructions for Querying Batches
- General Ledger Instructions for Entries Between Departments and/or RCs
- General Ledger File Transfer & Import Process
- Level I Financial Report Tip Sheet
- Level II Financial Report Tip Sheet
- General Ledger Instructions for Querying BMR Batches
P-Card
P-Card training content includes information on the rules and responsibilities of being a new P-card holder. The P-card Redistribution manuals explain how to log planned P-card purchases, view P-card transactions, include airfare, and if necessary, redistribute charges from the default P-card account.
P-Card User Guides
Performance Management
Performance Management Quick Reference Guides
Performance Management Supervisor Guide
Demonstration Videos
Budget Modification Request for Operating Accounts (BMR)
P-card
Performance Management
Employee
Supervisor
- Review Self-Appraisal
- Share Ownership Back to Employee
- Invite Additional Appraiser
- Invite Additional Reviewer
- Complete Performance Appraisal
- Transfer Ownership of Appraisal from Supervisor to Employee
- Review Employee Feedback & Submit Appraisal for Approval
- Supervisor’s Supervisor Reviews Appraisal & Approves
Travel & Expense Management
Various training video options are maintained on the PantherExpress Travel & Expense Management website including:
- Anthony Travel Demos run approximately 6-14 minutes and provide walkthrough guidance on the following topics: overview, profile setup, and booking.
- Concur Training Webinars run approximately 25-45 minutes and cover the following topics: getting started, expenses, and approver training.
- Quick Start Videos run approximately 2-4 minutes and cover immediate questions on the following topics: designating a delegate, working as a delegate, expensing using per diem, expensing group business meals, setting up groups for business meals, expensing lodging, and expensing personal car mileage.
For a complete list of Travel and Expense videos, visit the Concur for Travel & Expense Management section on the Purchase, Pay & Travel site's System Access & Training page.