Umoja Course Catalogue
Cluster 1– December 2013
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Course Curriculum Summary
No. of
Courses
Training Hours
Curriculum
54
204 hours
Level 1 Courses
15
29 hours
Level 2 Courses
3
8 hours
Level 3 Courses
36
167 hours
No. of
Courses
Training Hours
General Topics
8
22 hours
General Overview
2
3 hours
Navigation
4
14 hours
Security
2
5 hours
Master Data
Maintenance
7
20.5 hours
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Course Curriculum Summary
No. of
Courses
Training Hours
No. of
Courses
Central Support
Services
6
27.5 hours
Real Estate
Management
3
12 hours
Services to Public &
Staff
2
8 hours
Project Management
1
7.5 hours
No. of
Courses
Supply Chain
Training Hours
13
39 hours
Requisitions
3
12 hours
Procurement
3
7 hours
Inbound Goods
2
7 hours
Contract and PO
Creation
1
3 hours
Services of
Consultants &
Individual Contractors
4
10 hours
Finance
Training
Hours
20
95 hours
General Ledger
1
3 hours
Cost Accounting
2
8 hours
Accounts Payable
2
8 hours
Accounts Receivable
2
8 hours
Asset Accounting
2
11 hours
Month End Closing
1
3 hours
Funds/Budget
3
14 hours
Payment Processing
1
6 hours
Cash Management and
Treasury
2
11 hours
Investment Accounting
1
6 hours
Grants Management
3
17 hours
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3
General Overview Courses
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4
101 - Umoja Overview
High-Level Overview:
Course Details :
Umoja Overview is designed to be introductory in nature. This course will discuss
the benefits, governance structure and changes occurring as a result of Umoja.
Duration
All Umoja users will be required to take this course as an introduction to the
Umoja curriculum. Each user will be assigned to a series of role-specific courses
following the completion of this course.
Delivery Method
• 1.5 Hours
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
• This course is a prerequisite for all
Umoja courses
The following Modules are included in this course:
1. Course Introduction
2. Umoja Introduction
3. Umoja Foundation Solution
4. Course Summary
5. Course Assessment
6. Course Evaluation
Umoja Enterprise Roles:
• All Enterprise Roles
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102 - Umoja Master Data and Coding Block Overview
High-Level Overview:
Course Details :
Umoja Master and Data Coding Block Overview describes the Umoja Enterprise
Structure and explains the concept of Reference Data, Master Data and
Transactional Data. The course details how Reference Data is used in Umoja
and the use of Master Data based on the UN operating Model. It outlines the
benefits of Master Data and explains how Master Data is used in the Umoja
Coding Block
Duration
• 1.5 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
• 101 - Umoja Overview
The following Modules are included in this course:
1. Course Introduction
2. Umoja Master Data Overview
3. Umoja Coding Block Overview
4. Course Summary
5. Course Assessment
6. Course Evaluation
Umoja Enterprise Roles:
• All Enterprise Roles
• All Master Data Maintainer roles
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Navigation Courses
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201 - Umoja ECC Navigation
High-Level Overview:
Course Details :
Umoja ECC Navigation orients users to the Umoja solution and shows how to
navigate through the Umoja Enterprise Central Component (ECC). This course
includes instructions on how to log on/off, screen layouts, screen elements and
field types. After completing this course, users will know how to create, change
and display a transaction and how to use transaction codes (T-codes) effectively.
This course will describe the steps in which to generate reports from Umoja
ECC, and how to utilize the online help functionality.
Duration
• 4 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 2
Prerequisites
Modules:
• 101- Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Umoja ECC Navigation Fundamentals
3. Module 2: Umoja ECC Additional Features
4. Module 3: Umoja Workflows and Approvals
5. Module 4: Umoja ECC Reporting
6. Course Summary
7. Course Assessment
8. Course Evaluation
Umoja Enterprise Roles:
• All Umoja Enterprise Roles
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202 – Umoja SRM Navigation
High-Level Overview:
Course Details :
Umoja SRM Navigation introduces the features and benefits of the Umoja
Supplier Relationship Management (SRM) portal. The course lists the different
Procurement process activities for which Umoja SRM is being implemented and
identifies the functional changes occurring after the Umoja SRM implementation.
Duration
• 2 hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 2
Prerequisites
Modules:
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Umoja SRM Overview
3. Module 2: Umoja SRM Navigation
4. Course Summary
5. Course Assessment
6. Course Evaluation
Umoja Enterprise Roles:
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•
•
•
•
•
•
•
Requisitioner
Approver
Buyer
Buyer Supervisor
Low_Value_Acquisitioner
Bid_Administrator
Bid_Evaluator
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203 - Umoja BI Navigation
High-Level Overview:
Course Details :
Umoja BI Navigation introduces the features and benefits of Umoja’s Enterprise
Business Intelligence (BI)/Reporting tool. This course defines new BI
terminology, identifies components of the tools and describes the overall data
architecture. Upon completion of this course, users will know how to access and
execute a report in the BI environment.
Note: Advanced functionality will be included in separate training content.
Duration
• 2 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 2
Prerequisites
Modules:
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 201 - Umoja ECC Navigation
The following Modules are included in this course:
1. Course Introduction
2. Module 1: BI Overview
3. Module 2: BI Navigation
4. Course Summary
5. Course Assessment
6. Course Evaluation
Umoja Enterprise Roles:
• Supply Chain BI Power User
• Real Estate BI Power User
• Funds Management BI Power
User
• General Ledger BI Power User
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301 - Umoja Advanced BI Navigation
High-Level Overview:
Course Details :
Umoja Advanced BI Navigation describes Umoja Business Intelligence (BI)
reports. The course explains how to access Online Analytical Processing (OLAP)
reports. It details the steps to define, modify, add and delete an analysis within
an OLAP report, and the steps to add and customize charts within an OLAP
report. It also explains the steps to save, send, and print an analysis within an
OLAP report.
Duration
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 203 - Umoja BI Navigation
The following Modules are included in this course:
1. Course Introduction
2. Module 1: BI Overview
3. Module 2: OLAP Reports
4. Module 3: Define and Modify an Analysis
5. Module 4: Add a Sub-analysis and Chart
6. Module 5: Save, Send and Print an Analysis
7. Course Summary
8. Course Assessment
9. Course Evaluation
Umoja Enterprise Roles:
• Supply Chain BI Power User
• Real Estate BI Power User
• Funds Management BI Power
User
• General Ledger BI Power User
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Security Administration
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302 - Umoja Security GRC Analysis
High-Level Overview:
Course Details :
Umoja Security GRC Analysis lists the key roles and responsibilities in security
administration in GRC. The course explains GRC risk analysis and how to
perform GRC risk analysis for new and existing Umoja end users. It also outlines
how to perform risk analysis for end users that require Enterprise role changes.
The course describes the steps to access requests with and without Segregation
of Duties (SoD) and how to mitigate SoD risks for Umoja end users.
Duration
• 3 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: GRC Risk Analysis Overview
3. Module 2: GRC Risk Analysis for Existing Users
4. Module 3: GRC Risk Analysis for a New User Request
5. Module 4: GRC Risk Analysis for Users Who Require Enterprise Role
Changes
6. Module 5: Access Requests Without and With SoD Risks
7. Module 6: Mitigating SoD risks
8. Course Summary
9. Course Assessment
10.Course Evaluation
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• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
Umoja Enterprise Roles:
• User Access Mapping
• Security Liaison Officer
• Compliance Officer
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303 - Umoja Security User Provisioning and Identity Management (IdM)
High-Level Overview:
Course Details :
Umoja Security User Provisioning and Identity Management (IdM) lists the key
roles and responsibilities in the User Provisioning processes and the key
concepts of User Provisioning. The course explains the processes in User
Provisioning Identity Management (IdM) including how to create and approve a
request to assign an Enterprise role.
Duration
• 2 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
The following Modules are included in this course:
1. Course Introduction
2. Module 1: User Provisioning Overview
3. Module 2: User Provisioning Process
4. Course Summary
5. Course Assessment
6. Course Evaluation
Umoja Enterprise Roles:
• User Access Mapping
• Security Liaison Officer
• Compliance Officer
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Central Support Services Courses
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109 – Umoja Real Estate Management Overview
High-Level Overview:
Course Details :
Umoja Real Estate Management Overview describes the Real Estate
Management process within Umoja. This course identifies the key roles and
responsibilities, processes, and highlights the key changes and benefits to Real
Estate Management.
Duration
• 2 hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 201- Umoja ECC Navigation
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Real Estate Management Overview
3. Module 2: Portfolio Management Overview
4. Module 3: Lease (Contract) Administration
5. Course Summary
6. Course Assessment
7. Course Evaluation
Umoja Enterprise Roles:
•
•
•
•
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RE Facilities Planner
RE Facilities Manager
RE Lease Processor
RE Lease Contract Approver
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325 – Umoja Real Estate Portfolio Management
High-Level Overview:
Course Details :
Umoja Real Estate Planning describes the Portfolio Management process and
explains the Umoja solution for Portfolio Management. This course details how
to create and maintain architectural and usage objects. It outlines how to create
pooled spaces and extract rental spaces and how to create a standard report in
RE-FX.
Duration
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Portfolio Management Overview
3. Module 2: Create and Maintain Architectural Objects
4. Module 3: Create and Maintain Usage Objects
5. Module 4: Create Pooled Space
6. Module 5: Approve Real Estate Objects
7. Module 6: Real Estate Reporting
8. Course Summary
9. Course Assessment
10.Course Evaluation
• 101 - Umoja Overview
• 102 - Umoja Master Data and
Coding Block Overview
• 201 - Umoja ECC Navigation
• 109 - Umoja Real Estate
Management Overview
Umoja Enterprise Roles:
• RE Facilities Planner
• RE Facilities Manager
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324 – Umoja Lease Administration Process
High-Level Overview:
Course Details :
Umoja Lease Administration explains the roles, responsibilities and key elements
of Lease Administration in Umoja. The course details the steps required for
creating, approving and maintaining Lease-In, Internal and External Lease-Out
and Sales-Based Lease-Out contracts. The course also outlines the various
reports available in Lease Administration.
Duration
• 4 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Lease Administration Overview
3. Module 2: Key Elements of Lease Administration
4. Module 3: Lease-in Process
5. Module 4: External and Internal Lease-out Process
6. Module 5: Sales-based Lease-out Process
7. Module 6: Contract Approvals
8. Module 7: Lease Administration Reporting
9. Course Summary
10.Course Assessment
11.Course Evaluation
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 201- Umoja ECC Navigation
• 203 – Umoja BI Navigation
• 109 - Umoja Real Estate
Management Overview
Umoja Enterprise Roles:
• RE Lease Processor
• RE Lease Contract Approver
• FA Senior User
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18
114 – Umoja Services to Public & Staff Overview
High-Level Overview:
Course Details :
Umoja Services to Public & Staff Overview describes the Services to Public &
Staff process within the Umoja solution, using the Sales & Distribution Module.
This course identifies the key roles and responsibilities and highlights the key
changes and benefits to Services to Public and Staff.
It incorporates the Master Data elements associated with Services to Public &
Staff and describes the processes of billing for UN common services, sale or
donation of UN inventory and assets, and carrying out procurement on behalf of
third party.
Duration
• 2 hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Introduction to Services to Public & Staff
3. Module 2: Services to Public & Staff Master Data
4. Module 3: Billing of UN Common Services
5. Module 4: Sale or Donation of Inventory and Assets
6. Module 5: Third Party Procurement
7. Course Summary
8. Course Assessment
9. Course Evaluation
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• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 201- Umoja ECC Navigation
Umoja Enterprise Roles:
• Sales Distribution User
• Sales Distribution Approver
• Sales Distribution Master Data
Maintainer
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329 – Umoja Services to Public & Staff Process
High-Level Overview:
Course Details :
Umoja Services to Public & Staff Process details the steps for the SD processes
including how to verify master data, create a quotation, create a standard order
for billing of common services, sale of inventory/assets, third party procurement,
advanced payments and credit/debit memos, as well as the SD approval
process.
Duration
• 6 hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Services to Public and Staff Overview and Process
3. Module 2: Verify Master Data
4. Module 3: Create Quotation
5. Module 4: Create a Standard Order for Billing of Common Services
6. Module 5: Sale of Inventory/Assets & Third Party Procurement
7. Module 6: Approval Process
8. Module 7: Advanced Payment Requests
9. Course Summary
10.Course Assessment
11.Course Evaluation
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• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 201 - Umoja ECC Navigation
• 114 - Umoja Services to Public &
Staff Overview
Umoja Enterprise Roles:
• Sales Distribution User
• Sales Distribution Approver
• Sales Distribution Master Data
Maintainer
20
315 - Umoja Project Management
High-Level Overview:
Course Details :
Umoja Project Management details the project management process in Umoja.
The course lists the key roles and responsibilities involved in the Project
Management Process. It explains the processes within Project Management
including how to create and maintain a project, monitor and close a project, and
release a project. It also outlines Project Systems in Umoja. The course also
lists the reports involved in the Project Management process, and explains how
to create and maintain project templates and profiles,
Duration
• 7.5 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
• 101 - Umoja Overview
• 102 - Umoja Master Data & Coding
Block Overview
• 104 - Umoja Funds Management
Overview
• 106 - Umoja Grants Management
Overview
• 108 – Umoja Cost and Management
Accounting Overview
• 201- Umoja ECC Navigation
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Introduction to Project Management
3. Module 2: Project Systems
4. Module 3: Project Creation and Maintenance
5. Module 4: Project Implementation
6. Module 5: Project Systems Reporting
7. Module 6: Project Templates and Profiles
8. Module 7; Appendix – Defining Project Milestones
9. Course Summary
10.Course Assessment
11.Course Evaluation
Umoja Enterprise Roles:
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• PM User
• PM Approver
• GM Master Data Maintainer
21
Finance Courses
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22
105 - Umoja Cash Management and Treasury Overview
High-Level Overview:
Course Details :
Umoja Cash Management and Treasury Overview introduces Cash Management
within the Umoja solution. This course explains the roles played by the Treasury
and the Cashier’s Office and examines how these roles will change with the
implementation of Umoja.
This course will also identifies the global implications of the changes to Treasury
and Cash Management in the field. It incorporates the Master Data elements
associated with this process and reporting capabilities through Umoja Business
Intelligence (BI).
Duration
• 2 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Introduction to Cash Management in Umoja
3. Module 2: Cash Management and Treasury Master Data
4. Module 3: Cash Management and Treasury Processes
5. Course Summary
6. Course Assessment
7. Course Evaluation
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• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 201- Umoja ECC Navigation
Umoja Enterprise Roles:
•
•
•
•
•
•
•
Cash Management Cashier
Investment Cashier
Front_Office_Treasury_User
Back_Office_Treasury_User
Treasury_Administrator
CMT Bank Signatory
Petty Cash Imprest User
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316 – Umoja Cash and Liquidity Management
Course Details :
High-Level Overview:
Duration
Umoja Cash and Liquidity Management outlines the different Cash Position tools
and how they integrate with the Umoja solution. The course highlights the
composition and purpose of the Cash Position and Liquidity Forecast Reports.
It also explains how to replenish funds in UN US dollar and foreign currency
House Bank Accounts.
• 9 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Cash Position & Liquidity Forecast
3. Module 2: Manage Cash Levels
4. Course Summary
5. Course Assessment
6. Course Evaluation
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data & Coding
Overview
• 105 - Umoja Cash Management & Treasury
• 108 - Umoja Cost & Management
Accounting
• 201 - Umoja ECC Navigation
• 203 - Umoja BI Navigation
Umoja Enterprise Roles:
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•
•
•
•
•
Cash Management Cashier
Investment Cashier
Front_Office_Treasury_User
Treasury_Administrator
CMT Bank Signatory
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308 – Umoja General Ledger Process
Course Details :
High-Level Overview:
Umoja General Ledger process introduces the business process associated with
General Ledger and how the Umoja solution will support this process. The
course identifies the three sources of General Ledger entries and explains the
difference between account ledgers and subsidiary ledgers. It details how other
business areas interact with the General Ledger process.
It incorporates the Master Data elements associated with this process and
reporting capabilities through Umoja Business Intelligence (BI).
Duration
• 3 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
• IPSAS Compliance Training
• 101- Umoja Overview
• 102 - Umoja Master Data & Coding
Block Overview
• 201 - Umoja ECC Navigation
• 203 - Umoja BI Navigation
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Introduction to Umoja General Ledger
3. Module 2: General Ledger Master Data
4. Module 3: General Ledger Processes
5. Module 4: General Ledger Reporting
6. Course Summary
7. Course Assessment
8. Course Evaluation
Umoja Enterprise Roles:
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• GL_User
• GL_Approver
• Financial Accounting Senior User
(GL/AP/AR/CO)
• Petty Cash Imprest User
25
108 - Umoja Cost and Management Accounting Overview
High-Level Overview:
Course Details :
Umoja Cost and Management Accounting Overview defines Cost Accounting
within the Umoja solution and identifies the key roles and responsibilities of those
contributing to the process.
The course describes the benefits of Umoja Cost Accounting and addresses cost
allocations. It incorporates the Master Data elements associated with this
process and reporting capabilities through Umoja Business Intelligence (BI).
Duration
• 2 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Master Data & Coding Block
Overview
• 201- Umoja ECC Navigation
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Umoja Cost and Management Accounting
3. Module 2: Cost and Management Accounting Master Data
4. Module 3: Cost and Management Accounting Processes
5. Course Summary
6. Course Assessment
7. Course Evaluation
Umoja Enterprise Roles:
•
•
•
•
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Fin.Acc. Closing_User
Fin.Acc.Senior_User(GL/AP/AR/CO)
FM Budget Office User
FM Budget Office Approver
26
314 – Umoja Cost and Management Accounting Process
High-Level Overview:
Course Details :
Umoja Cost and Management Accounting Process describes how to enter, view
and reverse an activity allocation and a manual cost allocation. This course
addresses the steps to create, maintain, execute, and delete an indirect activity
allocation, an assessment cycle and a distribution cycle. Upon completion of this
course, a user will be able to set an activity rate and identify the different types of
cost allocations.
Duration
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Umoja Cost and Management Accounting Review
3. Module 2: Manual Cost Allocation
4. Module 3: Direct Activity Allocation
5. Module 4: Allocation Cycles
6. Module 5: Cost and Management Accounting Reports
7. Course Summary
8. Course Assessment
9. Course Evaluation
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 108 – Umoja Cost & Management
Accounting Overview
• 201- Umoja ECC Navigation
Umoja Enterprise Roles:
•
•
•
•
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FA Closing_User
FA Senior_User (GL/AP/AR/CO)
FM Budget Office User
FM Budget Office Approver
27
113 - Umoja Accounts Payable Overview
High-Level Overview:
Course Details :
Umoja Accounts Payable Overview identifies the important changes occurring as
a result of the Umoja solution and discusses the impact these changes will have
on the Accounts Payable process. This course describes the park and post
functionality, and the 3-way matching process.
Duration
• 2 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 201 - Umoja ECC Navigation
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Financial Accounting in Umoja
3. Module 2: Invoice Processing
4. Module 3: Other Accounts Payable Activities
5. Course Summary
6. Course Assessment
7. Course Evaluation
Umoja Enterprise Roles:
•
•
•
•
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FA User (AP)
FA Approver (AP)
FA Senior User (GL/AP/AR/CO)
Financial Accounting Closing User
28
321 – Umoja Accounts Payable Process
High-Level Overview:
Course Details :
Umoja Accounts Payable Process introduces the business process associated
with Accounts Payable process and how the Umoja solution will support this
process. This course will include the various steps associated with scanning,
parking and/or posting invoices; describe how to process Invoices, Credit Notes,
Discounts, and Invoice Reductions. Upon completion of this course, users will
be able to create invoices for payment of local troops and how to create and
replenish Petty Cash/Imprest accounts. It also explains how to execute six types
of Down Payments.
Duration
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: GL Accounts for Accounts Payable
3. Module 2: Processing Invoices with a Purchase Order
4. Module 3: Processing Invoices without a Purchase Order
5. Module 4: Credit Memos and Evaluated Receipt Settlement
6. Module 5: Down Payments
7. Module 6: Accounts Payable Reports
8. Course Summary
9. Course Assessment
10.Course Evaluation
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 113 - Umoja Accounts Payable
Overview
• 201 - Umoja ECC Navigation
Umoja Enterprise Roles:
• FA User (AP)
• FA Approver (AP)
• FA Senior User (GL/AP/AR/CO)
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29
115 - Umoja Accounts Receivable Overview
High-Level Overview:
Course Details :
Umoja Accounts Receivable Overview identifies the important changes occurring
as a result of the Umoja solution and discusses the impact these changes will
have on the Accounts Receivable process. This course defines the high-level
process, roles within the process and the interactions between the Accounts
Receivable process and other business areas within Umoja.
It incorporates the Master Data elements associated with this process and
reporting capabilities through Umoja Business Intelligence (BI).
Duration
• 2 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data and
Coding Block Overview
• 201- Umoja ECC Navigation
•
Umoja
Enterprise Roles:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Introduction to Accounts Receivable
3. Module 2: Accounts Receivable Master Data
4. Module 3: Accounts Receivable Processes
5. Course Summary
6. Course Assessment
7. Course Evaluation
•
•
•
•
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FA User (AR)
FA Approver (AR)
FA Senior_User (AR/AP/GL/CO)
Financial Accounting Closing User
30
330 – Umoja Accounts Receivable Process
High-Level Overview:
Course Details :
Umoja Accounts Receivable Process introduces the business process associated
with the Accounts Receivable process and how the Umoja solution will support
this process. This course outlines the steps involved in Customer Invoice
Processing (AR), Incoming Payment Processing, Collections and Write-offs.
Duration
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 115 - Umoja Accounts Receivable
Overview
• 201 - Umoja ECC Navigation
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Introduction to Accounts Receivable
3. Module 2: Customer Invoice Processing
4. Module 3: Incoming Payment Processing
5. Module 4: Collections
6. Module 5: Write-Offs
7. Course Summary
8. Course Assessment
9. Course Evaluation
Umoja Enterprise Roles:
• FA User (AR)
• FA Approver (AR)
• FA Senior User (GL/AP/AR/CO)
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118 - Umoja Asset Accounting Overview: PK & SPM
High-Level Overview:
Course Details :
Umoja Asset Accounting Overview identifies the important changes occurring as
a result of the Umoja solution and discusses the impact these changes will have
on the Asset Accounting process. This course defines the high-level process,
roles within the process and the interactions between the Asset Accounting
process and other business areas within Umoja. It illustrates the lifetime of an
asset.
It incorporates the Master Data elements associated with this process and
reporting capabilities through Umoja Business Intelligence (BI).
Duration
• 2 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 201- Umoja ECC Navigation
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Umoja Asset Accounting
3. Module 2: Asset Accounting Master Data
4. Module 3: Asset Accounting Processes
5. Course Summary
6. Course Assessment
7. Course Evaluation
Umoja Enterprise Roles:
• Financial Acc.Closing User
• Asset Accounting User
• Asset Accounting Senior User
Copyright © United Nations
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332 – Umoja Asset Accounting
High-Level Overview:
Course Details :
Umoja Asset Accounting describes the key roles and responsibilities in Asset
Accounting and the processes that comprise the lifetime of an asset. This
course explains how to maintain an asset under construction, how to execute the
asset capitalization process for assets under construction, standalone assets,
and finance leases. It details how to complete a depreciation run; the transaction
to impair an asset; the transaction to retire an asset by donation, scrapping, and
sale; and the transaction to transfer an asset and mass transfer multiple assets.
Duration
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 118 - Umoja Asset Accounting
Overview
• 201- Umoja ECC Navigation
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Umoja Asset Accounting Review
3. Module 2: Acquisition of Fixed Assets
4. Module 3: Depreciation of Assets
5. Module 4: Impairment of Fixed Asset
6. Module 5: Retirement of Fixed Asset
7. Module 6: Transfer of Fixed Asset
8. Module 7: Asset Accounting Reporting
9. Course Summary
10. Course Assessment
11. Course Survey
Umoja Enterprise Roles:
• Asset Accounting User
• Asset Accounting Senior User
• Financial Acc.Closing User
Copyright © United Nations
33
334 – Umoja Month End Closing Process
High-Level Overview:
Course Details :
Umoja Month End Closing Process explains the purpose and benefits of the
month end closing process and describes how to execute all the activities
conducted as part of the month-end closing process.
Duration
• 3 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data & Coding
Block Overview
• 201 - Umoja ECC Navigation
• 203 - Umoja BI Navigation
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Pre-closing Check/Readiness
3. Module 2: Data Collection Closing
4. Module 3: Reconciliation and Adjustment
5. Module 4: Final Close
6. Course Summary
7. Course Assessment
8. Course Survey
Umoja Enterprise Roles:
• FA Closing User
Copyright © United Nations
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104 – Umoja Funds Management Overview
High-Level Overview:
Course Details :
Duration
Umoja Funds Management Overview examines the Funds Management process
and integration points with other areas of finance. This course will explain the
Budgeting processes, Earmarked funds, Budget Availability Control (AVC) and
Budget Closing operations. It incorporates the Master Data elements associated
with this process and reporting capabilities through Umoja Business Intelligence
(BI).
• 2 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 201- Umoja ECC Navigation
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Umoja Funds Management Introduction
3. Module 2: Funds Management Master Data
4. Module 3: Budget Distribution
5. Module 4: Budget Implementation
6. Module 5: Budget Closing Operations
7. Course Summary
8. Course Assessment
9. Course Evaluation
Umoja Enterprise Roles:
Copyright © United Nations
•
•
•
•
•
•
•
Accounting_Office_User
Budget_Office_User
Budget_Office_Approver
Funds_Commitment_Approver
Earmarked_Funds_Document_Certifier
Financial Accounting Senior User
FM Support – User
35
309 - Umoja Budget Distribution
High-Level Overview:
Course Details :
Umoja Budget Distribution introduces the business process associated with
Budget Processing and how the Umoja solution will support this process. This
course will illustrate how to enter or upload a budget allotment and supplement,
and how to complete activities related to a budget transfer and budget return. It
also details the steps required to close out a budget.
Duration
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Budget Distribution in Umoja – Overview
3. Module 2: Budget Enter Process
4. Module 3: Budget Transfers (Allotments & Redeployments)
5. Module 4: Budget Supplements (Commitment Authority)
6. Module 5: Budget Returns (Savings)
7. Module 6: Budget Closing Activities
8. Module 7: Documents and Workflows
9. Course Summary
10.Course Assessment
11.Course Survey
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data & Coding
Block Overview
• 104 - Umoja Funds Management
Overview
• 201 - Umoja ECC Navigation
• 203 - Umoja BI Navigation
Umoja Enterprise Roles:
• Budget_Office_User
• Budget_Office_Approver
• Accounting Office - User
Copyright © United Nations
36
310 – Umoja Budget Implementation
Course Details :
High-Level Overview:
Duration
Umoja Earmarked Funds explains the purpose of pre-commitments and funds
commitments and describes the related workflow process. This course outlines
how to create, change and zero out a funds pre-commitment, funds commitment,
travel funds commitment, funds blocks and reservations, and describes how to
view the status of a funds commitment or pre-commitment.
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data and Coding
Block Overview
• 104 - Umoja Funds Management
Overview
• 201 - Umoja ECC Navigation
• 203 - Umoja BI Navigation
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Introduction to Funds Commitments
3. Module 2: Funds Pre-commitment
4. Module 3: Funds Commitment
5. Module 4: Travel Funds Commitment
6. Module 5: Funds Blocks & Funds Reservations
7. Module 6: Earmarked Funds Workflows & Reports
8. Course Summary
9. Course Evaluation
10.Course Assessment
Umoja Enterprise Roles:
Copyright © United Nations
•
•
•
•
•
•
Budget_Office_User
Budget_Office_Approver
Earmarked Funds Documents Certifier
Accounting_Office_User
Funds Commitment Approver
FM_Support_User
37
331 – Umoja Investment Accounting
High-Level Overview:
Course Details :
Umoja Investment Accounting explains the roles and responsibilities involved in
the Investment Accounting processes. The course reviews FOREX Exposures
and how to perform spot transactions. It outlines the process for foreign
exchange decisions and how to update the Umoja Security Master. The course
explains how to enter, approve, and modify Investment Transactions into Umoja
and post derived flows. It reviews accounts for Premiums and Discounts. The
course will also explain how to generate, review and post accounting entries for
accrued income and amortization of premiums/discounts. Finally, the course
examines how to update reference rates for Variable Rate Bonds and distribute
investment income and expense to the investment pool participants.
Duration
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Transaction Execution – Investments
3. Module 2: Transaction Execution – Foreign Exchange
4. Module 3: Investment Accounting – Daily Process
5. Module 4: Investment Accounting – Period-End Process
6. Course Summary
7. Course Assessment
8. Course Evaluation
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 105 - Umoja Cash Management &
Treasury Overview
• 201 - Umoja ECC Navigation
• 202 - Umoja BI Navigation
Umoja Enterprise Roles:
• Back_Office_Treasury_User
• Investment Cashier
• Cash Management Cashier
Copyright © United Nations
38
322 – Umoja Payment Processing
Course Details :
High-Level Overview:
Umoja Payment Processing describes how to process an outgoing payment and
how to process an incoming payment for a cash or cheque receipt. This course
explains how to manually reconcile prior day bank statements against operational
and treasury transactions and how to execute payment processing reports.
Duration
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Process Outgoing Payments in Umoja
3. Module 2: Process Incoming Payments
4. Module 3: Daily Reconciliation of Bank Transactions
5. Course Summary
6. Course Assessment
7. Course Evaluation
• IPSAS Compliance Training
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 105 - Umoja Cash Management &
Treasury Overview
• 201 - Umoja ECC Navigation
Umoja Enterprise Roles:
•
•
•
•
Copyright © United Nations
Cash Management Cashier
Bank Signatory
CMT Bank Signatory
Petty Cash Imprest User
39
106 - Umoja Grants Management Overview
Course Details :
High-Level Overview:
Umoja Grants Management Overview is an introduction to Grants Management
in Umoja. The course lists the key roles and responsibilities involved in the GM
process and describes the key changes and benefits of Umoja GM. It details the
elements that constitute GM Master Data and outlines the GM process in Umoja.
Duration
• 2 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Introduction to Grants Management
3. Module 2: Grants Management Master Data
4. Module 3: Grants Management for Grantee Process in Umoja
5. Course Summary
6. Course Assessment
7. Course Survey
Copyright © United Nations
• 101 - Umoja Overview
• 102 - Umoja Master Data & Coding
Block Overview
• 201 - Umoja ECC Navigation
Umoja Enterprise Roles:
•
•
•
•
•
•
•
•
•
GM Account User
GM Account Approver
GM Grants Creator
GM Budget User Unreleased
GM Budget Approver Unreleased
GM Budget User Released
GM Budget Approver Released
GM Support User
40
GM Master Data Maintainer
311 - Umoja Grants Management Process – Framework I
Course Details :
High-Level Overview:
Umoja Grants Management - Framework 1 explains the key concepts for the GM
for Grantee Process, lists the key roles and responsibilities involved in the
process, describes the Master Data elements used and outlines the high-level
process steps. The course also details Framework 1 grants, including how to
create the key Master Data elements, create and approve an unreleased grant
budget, perform the required billing activities, created a released grant budget,
and close a framework 1 grant. Finally, the course reviews the reports involved
in the GM for Grantee process.
Duration
• 9 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
• 101 - Umoja Overview
• 102 - Umoja Master Data & Coding
Block Overview
• 106 - Umoja Grants Management
Overview
• 201 - Umoja ECC Navigation
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Grants Management Review
3. Module 2: Set Up Master Data
4. Module 3: Create Unreleased Grant Budget
5. Module 4: Perform Grant Billing
6. Module 5: Create Released Grant Budget
7. Module 6: Close Grant
8. Module 7: Reporting
9. Module 8: Learning Activity – Grant Scenarios
10. Course Summary
11. Course Assessment
12. Course Survey
Umoja Enterprise Roles:
Copyright © United Nations
•
•
•
•
•
•
•
•
•
GM Account User
GM Account Approver
GM Grants Creator
GM Budget User Unreleased
GM Budget Approver Unreleased
GM Budget User Released
GM Budget Approver Released
GM Support User
41
GM Master Data Maintainer
312 - Umoja Grants Management Process – Framework II
Course Details :
High-Level Overview:
Duration
Umoja Grants Management - Framework 2 explains the key concepts of the
Grants Management for Grantee process. The course describes the Master
Data elements used in the GM for Grantee process and how to create the key
Master Data elements for GM. It details the high level process steps in the GM
for Grantee process including creating and approving an unreleased grant
budget for a Framework 2 grant, performing billing for a Framework 2 grant,
creating and approving a released grant budget for a Framework 2 grant, and
closing a Framework 2 grant. The course also outlines the reports involved in
the GM for Grantee Process.
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Grants Management Review – Grant Types and Frameworks
3. Module 2: Set Up Master Data
4. Module 3: Link Resource Mobilization, Main Implementation and Passthrough
Grants
5. Module 4: Create Unreleased Grant Budget
6. Module 5: Perform Grant Billing
7. Module 6: Create Released Grant Budget
8. Module 7: Close Grant
9. Module 8: Reporting
10. Module 9: Learning Activity – Grant Scenarios
11. Course Summary
12. Course Assessment
13. Course Survey
Copyright © United Nations
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
• 101 - Umoja Overview
• 102 - Umoja Master Data & Coding Block
Overview
• 106 - Umoja Grants Management Overview
• 201 - Umoja ECC Navigation
• 312 - Umoja Grants ManagementFramework 1
Umoja Enterprise Roles:
•
•
•
•
•
•
•
•
•
GM Account User
GM Account Approver
GM Grants Creator
GM Budget User Unreleased
GM Budget Approver Unreleased
GM Budget User Released
GM Budget Approver Released
GM Support User
GM Master Data Maintainer
42
Supply Chain Courses
Copyright © United Nations
43
110 - Umoja Requisitioning Overview
High-Level Overview:
Course Details :
Umoja Requisitioning Overview identifies the important changes occurring as a
result of the Umoja solution and discusses the impact these changes will have
on Requisitioning and other Procurement processes.
It describes the concepts of online approvals and reviews and the use of
Shopping Carts. This course introduces at a high-level the process for Low
Value Acquisitions. It incorporates the Master Data elements associated with this
process.
Duration
• 2 hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Modules:
Prerequisites
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Requisitioning in Umoja
3. Module 2: Creating Requisitions
4. Module 3: Low Value Acquisitions
5. Course Summary
6. Course Assessment
7. Course Evaluation
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 201 - Umoja ECC Navigation
• 202 – Umoja SRM Navigation
Umoja Enterprise Roles:
•
•
•
•
•
Copyright © United Nations
Requisitioner
Buyer
Buyer_Supervisor
Approver
Low_Value_Acquisitioner
44
318 – Umoja Requisitioning
High-Level Overview:
Course Details :
Umoja Requisitioning describes the major steps of the Requisitioning process
including creating and submitting a shopping cart, adding an item to a shopping
cart, selecting the appropriate account assignments for shopping cart items and
saving and ordering a shopping cart. This course outlines the required changes
when procuring for services rather than goods.
Duration
• 5 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 110 - Umoja Requisitioning
Overview
• 202 - Umoja SRM Navigation
• 201 - Umoja ECC Navigation
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Requisitioning in Umoja
3. Module 2: Create a Shopping Cart
4. Course Summary
5. Course Assessment
6. Course Evaluations
Umoja Enterprise Roles:
Copyright © United Nations
• Requisitioner
• Approver
• SA Requisitioner (Shopping Carts
- goods/services excluding HR)
• SA Approver (Shopping Carts 45
goods/services excluding HR)
319 – Umoja Solicitations
High-Level Overview:
Course Details :
Umoja Solicitations explains how to use the Supplier Relationship Management
(SRM) portal to support activities around solicitations. This course will allow
users to create a Solicitations document in the SRM portal from an existing
requisition and review the correct procedures when selecting between different
types of solicitations. The course describes how to add bidders to a Solicitations
document and how to reject or award a bid to a particular vendor.
Duration
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 110 - Requisitioning Overview
• 111 - Procurement Overview
• 202 - Umoja SRM Navigation
• 201 - Umoja ECC Navigation
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Solicitations in Umoja
3. Module 2: Prepare Solicitations
4. Module 3: Receive and Evaluate Bids
5. Course Summary
6. Course Assessment
7. Course Evaluation
Umoja Enterprise Roles:
• Buyer
• Buyer_Supervisor
Copyright © United Nations
46
111 - Umoja Procurement Overview
High-Level Overview:
Course Details :
Umoja Procurement Overview identifies the key roles and responsibilities in
Procurement, and explains the Procurement process in Umoja. The course
introduces the different types of Master Data relevant for the Procurement
process and the impact of Umoja SRM on all Procurement processes. It details
the major changes to the Solicitations and Contracts processes and other key
changes after the Umoja implementation.
Duration
• 2 hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 201 - Umoja ECC Navigation
• 202 - SRM Navigation
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Supply Chain Master Data
3. Module 2: Solicitations
4. Module 3: Contracts and Purchase Orders
5. Course Summary
6. Course Assessment
7. Course Evaluation
Umoja Enterprise Roles:
•
•
•
•
•
•
Copyright © United Nations
Buyer
Buyer_Supervisor
Bid_Administrator
Approver
MOU_Approver
MOU_Purchaser
47
323 – Umoja Requisitioning and Procurement Approvals
High-Level Overview:
Course Details :
Umoja Procurement Approvals describes the overall approval process and the
different types of documents that require approval in Umoja SRM. This course
will explain the concept of Workflow Approvals and key responsibilities
throughout the process. Upon completion of this course, users will be able to
monitor the Universal Worklist for required approvals and approve a shopping
cart, RFX document or Contract.
Duration
• 2 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 3
Prerequisites
Modules:
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 110 - Requisitioning Overview
• 201 - Umoja ECC Navigation
• 202 - Umoja SRM Navigation
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Approvals in Umoja
3. Module 2: Approve a Document in Umoja SRM
4. Course Summary
5. Course Assessment
6. Course Evaluation
Umoja Enterprise Roles:
• Approver
Copyright © United Nations
48
326 – Umoja Low Value Acquisitions
High-Level Overview:
Course Details :
Umoja Low Value Acquisitions explains when and for what purpose Low Value
Acquisitions are used and details how to create a Low Value Acquisition.
Duration
• 3 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 3
Prerequisites
Modules:
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 110 - Umoja Requisitioning
Overview
• 201 - Umoja ECC Navigation
• 202 - Umoja SRM Navigation
The following Modules will be included in this course:
1. Course Introduction
2. Introduction to Low Value Acquisitions
3. Create Low Value Acquisitioning
4. Course Summary
5. Course Assessment
6. Course Evaluation
Umoja Enterprise Roles:
• Low_Value_Acquisitioner
Copyright © United Nations
49
112 - Umoja Logistics Overview (Inbound Goods Process): PK & SPM
High-Level Overview:
Course Details :
Umoja Logistics Overview describes the high-level Inbound Goods Process in
Umoja and outlines the ways in which the Umoja solution will make changes to
this process. This course explains the difference between a Virtual and Physical
Good Receipt and how it will be used in the future.
Duration
• 2 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 1
Prerequisites
Modules:
The following Modules are included in this course:
1. Course Introduction
2. Module 1: Umoja Logistics (Inbound Goods Process)
3. Course Summary
4. Course Assessment
5. Course Evaluation
• 101 - Umoja Overview
• 102 - Master Data & Coding Block
Overview
• 201 - Umoja ECC Navigation
• 202 - Umoja SRM Navigation
Umoja Enterprise Roles:
• Inbound_Coordinator
• Receiving_User (not at HQ)
• Virtual_Receiving_User
Copyright © United Nations
50
320 – Umoja Inbound Goods Process
High-Level Overview:
Course Details :
Umoja Inbound Goods Process describes the significance of the Inbound Goods
Process and outlines the key roles and responsibilities as a result of the Umoja
solution. This course explains the different Goods Receipt scenarios and the
conditions under which they are implemented. It outlines how to display, update
and monitor an Inbound Delivery; how to move goods to a Quality Inspection Lot;
how to record and update inspections results; and how to process a return to a
vendor. The course also describes the information transferred from the Umoja
ECC system to the Galileo system.
Duration
• 4 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
• 101 - Umoja Overview
• 102 - Umoja Master Data &
Coding Block Overview
• 112 - Umoja Logistics Overview:
PK & SPM
• 201 - Umoja ECC Navigation
• 202 - Umoja SRM Navigation
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Umoja Inbound Goods Process Review
3. Module 2: Inbound Delivery
4. Module 3: Virtual Goods Receipt
5. Module 4: Physical Goods Receipt
6. Module 5: Goods Receipt Returns and Reversals
7. Module 6: Umoja ECC to Galileo Interface
8. Course Summary
9. Course Assessment
10.Course Evaluation
Umoja Enterprise Roles:
• Inbound_Coordinator
• Receiving_User (not in HQ)
• Virtual_Receiving_User
Copyright © United Nations
51
328 – Umoja Contract and PO Creation
High-Level Overview:
Course Details :
Umoja Contract Management explains how to create a Purchase Order from a
Shopping Cart or Solicitation, and outlines how to create a Contract from a
Solicitation. This course describes how to edit a contract based on renegotiations or other criteria, and how to monitor the performance of a specific
contract.
Duration
• 3 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Contracts in Umoja
3. Module 2: Create Contracts
4. Module 3: Manage Purchase Orders
5. Course Summary
6. Course Assessment
7. Course Evaluation
• 101 - Umoja Overview
• 102 - Umoja Master Data and
Coding Block Overview
• 110 - Umoja Requisitioning
Overview
• 111 - Umoja Procurement
Overview
• 319 - Umoja Solicitations
• 201 - Umoja ECC Navigation
• 202 - Umoja SRM Navigation
Umoja Enterprise Roles:
Copyright © United Nations
• Buyer
• Buyer_Supervisor
52
121 – Umoja Requesting and Managing Services of Consultants &
Individual Contractors Overview
High-Level Overview:
Course Details :
Umoja Requesting and Managing Services of Consultants and Individual
Contractors Overview identifies the key changes and benefits of the Umoja
solution for the Consultant and IC recruitment process. It lists the roles and
responsibilities and explains the Master Data relevant in this process. It
describes the function of Umoja SRM in the Consultant and IC recruitment
process, as well as the concept and use of Shopping Carts in an HR context and
the concept of online approvals and reviews.
Duration
• 2 Hour
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 1
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Master Data
3. Requesting for Services of Consultants and Individual Contractors in Umoja
4. Creating a Request
5. Contracts for Consultants and Individual Contractors
6. Course Summary
7. Course Assessment
8. Course Evaluation
Copyright © United Nations
• 101 - Umoja Overview
• 102 - Umoja Master Data & Coding
Block Overview
201 - Umoja ECC Navigation
• 202 - Umoja SRM Navigation
Umoja Enterprise Roles:
• SA Requisitioner (Shopping Carts HR for ICs/Consultants only)
• SA Approver (HR Contracts ICs/Consultants)
• SA Approver (Shopping Carts - HR
for ICs/Consultants only)
53
341 – Umoja Requesting Services of Consultants and Individual
Contractors
Course Details :
High-Level Overview:
Umoja Requesting Services of Consultants and Independent Contractors outlines
the key roles and responsibilities involved in the Requesting Services for
Consultants and Independent Contractors process. The course explains the
steps involved in the process and outlines how to create, approve and edit a
Shopping Cart for the services of consultants and independent contractors.
Duration
• 3 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Requesting Services of Consultants and Independent Contractors
3. Module 2: Create Service Request in Form of Shopping Cart
4. Module 3: Approve or Reject Shopping Cart
5. Module 4: Accept or Edit Shopping Cart
6. Course Summary
7. Course Assessment
8. Course Evaluation
• 101 - Umoja Overview
• 102 - Umoja Master Data & Coding
Block Overview
• 121 - Umoja Requesting and
Managing Services of Consultants
and Independent Contractors
Overview
• 201- Umoja ECC Navigation
• 202 - SRM Navigation
• 342 - Umoja Service Receipt process
Umoja Enterprise Roles:
Copyright © United Nations
• SA Requisitioner (HR for
ICs/Consultants only)
• SA Approver (Shopping Cart/HR
Contracts - ICs/Consultants)
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343 – Umoja Managing Services of Consultants and Individual
Contractors
Course Details :
High-Level Overview:
Umoja Managing Services of Consultants and Independent Contractors outlines
the key roles and responsibilities involved in the process of managing services
for Consultants and Independent Contractors. The course explains the steps
involved in creating, approving and editing an HR contract.
Duration
• 3 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Create HR Contract
3. Module 2: Approve HR Contract
4. Module 3: Accept or Edit HR Contract
5. Course Summary
6. Course Assessment
7. Course Evaluation
• 101 - Umoja Overview
• 102 - Umoja Master Data and Coding
Block Overview
• 121 - Umoja Requesting and
Managing Services of Consultants
and Independent Contractors
Overview
• 201- Umoja ECC Navigation
• 202 - Umoja SRM Navigation
• 342 - Umoja Service Receipt process
Umoja Enterprise Roles:
Copyright © United Nations
• SA Requisitioner (HR for
ICs/Consultants only)
• SA Approver (Shopping Cart / HR
Contracts - ICs/Consultants)
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342 – Umoja Service Receipt Process- Non HR
High-Level Overview:
Course Details :
Umoja Service Receipt Process outlines the service receipt process and lists the
roles and responsibilities involved. The course explains how to review a
purchase order and then how to create, approve, reverse and delete a service
entry sheet. The course also details the types of reports that can be run on
service entry sheets.
Duration
• 2 Hours
Delivery Method
• Computer Based Training (CBT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Service Receipt Process Overview
3. Module 2: Review Purchase Order
4. Module 3: Create Service Entry Sheet
5. Module 4: Approve Service Entry Sheet
6. Module 5: Reverse/Delete Service Entry Sheet
7. Module 6: Reporting
8. Course Summary
9. Course Assessment
10.Course Evaluation
Copyright © United Nations
• 101 - Umoja Overview
• 102 - Umoja Master Data and
Coding Block Overview
• 201 - Umoja ECC Navigation
• 202 - Umoja SRM Navigation
Umoja Enterprise Roles:
• Requisitioner
• Approver
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Master Data Maintenance Courses
Copyright © United Nations
57
344 – Umoja Financial Master Data Maintenance
High-Level Overview:
Course Details :
The purpose of the Umoja Financial Master Data Maintenance course
is to instruct the user to perform maintenance activities related to Controlling and
Funds Management data elements in Umoja.
Duration
• 6 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Data Governance Overview
3. Module 2: Master Data Maintenance and Controlling
4. Module 3: Master Data Maintenance and Funds Management
5. Course Summary
6. Course Assessment
7. Course Evaluation
• 101 - Umoja Overview
• 102 - Umoja Master Data and
Coding Block Overview
• 104 - Umoja Funds Management
Overview
• 108 – Umoja Cost and
Management Accounting
Overview
• 201 - Umoja ECC Navigation
Umoja Enterprise Roles:
• FM Master Data Maintainer
Copyright © United Nations
58
345 – Umoja Business Partner - Individual Maintenance
High-Level Overview:
Course Details :
The purpose of the Umoja Business Partner – Individual Maintenance course is
to instruct the user to perform maintenance activities related to Business Partner
(Individual) in Umoja.
Duration
• 2 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Data Governance
3. Module 2: Business Partner
4. Module 3: Business Partner Individual Maintenance
5. Course Summary
6. Course Assessment
7. Course Evaluation
• 101 - Umoja Overview
• 102 - Umoja Master Data and
Coding Block Overview
• 201 - Umoja ECC Navigation
Umoja Enterprise Roles:
• BP Maintainer Individual
• BP Approver Individual
Copyright © United Nations
59
346 – Umoja Business Partner - Treasury Maintenance
High-Level Overview:
Course Details :
The purpose of the Umoja Business Partner - Treasury Maintenance course is to
instruct the user to perform maintenance activities related to Treasury Business
Partner in Umoja.
Duration
• 3 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Data Governance and Master Data
3. Module 2: Business Partner
4. Module 3: Issuer Maintenance
5. Module 4: Counterparty Maintenance
6. Course Summary
7. Course Assessment
8. Course Evaluation
• 101 - Umoja Overview
• 102 - Umoja Master Data and
Coding Block Overview
• 105 - Umoja Cash Management
and Treasury Overview
• 201 - Umoja ECC Navigation
Umoja Enterprise Roles:
• BP Maintainer Treasury
Copyright © United Nations
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347 – Umoja Business Partner – Third Party
High-Level Overview:
Course Details :
The purpose of the Umoja Business Partner – Third Party course
is to instruct the user to perform maintenance activities related to Third Party
Business Partners, those maintained in Umoja.
Duration
• 3 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: WIP
3. Module 2: WIP
4. Module 3: WIP
5. Course Summary
6. Course Assessment
7. Course Evaluation
• 101 - Umoja Overview
• 102 - Umoja Master Data and
Coding Block Overview
• 201 - Umoja ECC Navigation
Umoja Enterprise Roles:
• BP Maintainer Third Party
• BP Approver Third Party
Copyright © United Nations
61
348 – Umoja Asset, Inventory and Equipment Maintenance
High-Level Overview:
Course Details :
The purpose of the Umoja Asset, Inventory and Equipment Master
Data Maintenance course is to instruct the user to perform maintenance activities
related to Asset master data elements in Umoja.
Duration
This is applicable to Peacekeeping and Special Political Missions during the
period of coexistence of the Umoja and Galileo systems. During this interim
period, only Asset Master Data maintenance will be included in this course.
Delivery Method
• 2 Hours
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Data Governance Overview
3. Module 2: Maintain Asset in Umoja
4. Course Summary
5. Course Assessment
6. Course Evaluation
• 101 - Umoja Overview
• 102 - Umoja Master Data and
Coding Block Overview
• 118 - Asset Accounting Overview
• 201 - Umoja ECC Navigation
Umoja Enterprise Roles:
• ED Plaint Maintainer MDM
• FA Asset Accounting User
Copyright © United Nations
62
349 – Umoja Business Partner – Commercial
High-Level Overview:
Course Details :
The purpose of the Umoja Business Partner – UNGM Maintenance course
to explain the Master Data maintenance activities related
to commercial Business Partners (BP’s) migrated from United Nations
Global Marketplace (UNGM) to Umoja.
Duration
• 4.5 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Data Governance Overview
3. Module 2: Business Partner Overview
4. Module 3: Commercial Business Partner Maintenance
5. Module 4: Standard Business Partner Functions
6. Module 5: Business Partner Approval
7. Module 6: Business Partner Report
8. Course Summary
9. Course Assessment
10.Course Evaluation
Copyright © United Nations
• 101 - Umoja Overview
• 102 - Umoja Master Data and
Coding Block Overview
• 201 - Umoja ECC Navigation
Umoja Enterprise Roles:
• BP Maintainer Commercial
• BP Maintainer Commercial Approver
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355 – Umoja Business Partner – Bank Data Maintenance
High-Level Overview:
Course Details :
The purpose of the Umoja Business Partner Bank Data Maintenance course is to
explain the Business Partner (BP) Creation and Maintenance process for all
types of BP’s, focusing specifically on updating and approving Banking Details.
Duration
• 3 Hours
Delivery Method
• Instructor Led Training (ILT)
Level
• Level 3
Prerequisites
Modules:
The following Modules will be included in this course:
1. Course Introduction
2. Module 1: Data Governance Overview
3. Module 2: Business Partner Overview
4. Module 3: Business Partner Maintenance
5. Module 4: Bank Data Maintenance
6. Module 5: Standard Business Partner Functions
7. Module 6: Business Partner Confirmation Process
8. Module 7: Business Partner Reports
9. Course Summary
10.Course Assessment
11.Course Evaluation
Copyright © United Nations
• 101 - Umoja Overview
• 102 - Umoja Master Data and Coding
Block Overview
• 105 - Umoja Cash Management and
Treasury Overview
• 201 - Umoja ECC Navigation
Umoja Enterprise Roles:
• BP Maintainer Individual - Bank Data
• BP Approver Global - Bank Data
• BP Maintainer Third Party - Bank
Data
• BP Maintainer Commercial - Bank
Data
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