"" ""
OAKS Training Online
 
"" "" ""
""
OAKS Training Online
""
"" "" ""
 
 
spacer

IS 100: Processing ISTVs
Class Materials

Format/Link Last Revised Title
Link 04/10/08 Course description
Word 05/02/08 Learner guide (class booklet)
Word 05/02/08 L1, Topic 1: Quick Steps: Creating a Pending Item
Word 05/02/08 L1, Topic 2: Quick Steps: Reviewing the Pending Items
Word 05/02/08 L1, Topic 3: Quick Steps: Printing an Invoice
Word 05/02/08 L2, Topic 1: Quick Steps: Creating an ISTV Voucher
Word 05/02/08 L3, Topic 1: Quick Steps: Using Payment Predictor
Word 05/02/08 L3, Topic 2: Quick Steps: Using Payment Worksheets
Word 05/01/07 Job Aid: Accessing the OAKS Financials Practice Environment 
Word 06/27/07 Job Aid: Account Signs
Word 10/04/07 Job Aid: Adding and Deleting Chartfield Data for Entry Reason Codes
Word 03/27/07 Job Aid: CAS Transaction Crosswalk
Word 08/09/07 Job Aid: Clearing Internet Cache Files
Word 06/19/07 Job Aid: Common Match Exceptions 
Word 08/29/07 Job Aid: Common OAKS Financials Inquiries
Word 10/01/07 Job Aid: Creating a Template Voucher
Word 06/21/07 Job Aid: Creating SpeedTypes
Word 01/28/08 Job Aid: Deleting a Direct Journalled Deposit 
Word 10/05/07 Job Aid: Deleting and Closing Vouchers
Word 07/20/07 Job Aid: Deleting Vouchers Exceeding Threshold Validation
Word 06/29/07 Job Aid: Entering 1099-S Vouchers
Word 07/24/07 Job Aid: Entering ISTV Vouchers
Word 02/08/08 Job Aid: Entering Journal Vouchers in OAKS Accounts Payable
Word 06/25/07 Job Aid: Finalizing a PO that is on a Voucher Line Related to Multiple Receipts 
Word 03/06/08 Job Aid: Financials Agency Month-End Checklist
Word 07/09/07 Job Aid: How to Create a PO Voucher (Amount Only PO using the ENC Vendor)
Word 07/09/07 Job Aid: How to Create a PO Voucher (Amount Only PO, not using an ENC Vendor) 
Word 01/31/08 Job Aid: How to Minimize your Search Results
Word 07/17/07 Job Aid: How to Run a PS Query 
Word 07/18/07 Job Aid: How to Run FIN Reports
Word 07/18/07 Job Aid: How to Un-Match Vouchers
Word 04/08/08 Job Aid: How to Use OAKS Simulations and Environments
Word 05/30/07 Job Aid: Locating the P-Card Voucher ID 
Word 12/06/07 Job Aid: Maintaining OAKS PO Vouchers
Word 12/06/07 Job Aid: Maintaining OAKS Regular Non PO Vouchers
Word 12/06/07 Job Aid: Maintaining OAKS Single Pay Vouchers
Word 07/27/07 Job Aid: Modifying a Not Approved Deposit 
Word 12/06/07 Job Aid: Modifying an Approved Deposit
Word 09/27/07 Job Aid: OAKS Automatic Batch Schedule
Word 05/01/07 Job Aid: OAKS Chartfields
Word 07/25/07 Job Aid: Password Reset
Word 06/21/07 Job Aid: Payment Status Matrix
Word 05/02/07 Job Aid: P-Card Agency Role to OAKS Roles Crosswalk 
Word 04/06/07 Job Aid: Placing items in collection
Word 04/06/07 Job Aid: Placing Items in Dispute
Word 06/25/07 Job Aid: Process to Resolve Budget Check Errors 
Word 05/10/07 Job Aid: Processing EDI Invoices with Matching Purchase Orders 
Word 12/06/07 Job Aid: Processing Vendor Refunds (1099 Refunds)
Word 05/02/07 Job Aid: Requisition to Pay Process Flow 
Word 04/06/07 Job Aid: Resolving Disputed Items 
Word 07/12/07 Job Aid: Retrieving OAKS Reports
Word 06/13/07 Job Aid: Running the Payment Detail Report 
Word 06/27/07 Job Aid: Scanning & Attaching Documents 
Word 08/22/07 Job Aid: Updating Chartfield Data for Reason Codes 
Word 05/01/07 Job Aid: Using Budget Details Inquiry 
Word 08/02/07 Job Aid: Vendor Contacts

Using these links

When you click a link for a Word, PDF, PowerPoint, Simulation, or Excel file you'll see a pop-up window which asks if you want to open, run, or save this file. You need to run or open the file, so click Open or Run.

When you open a Simulation this pop-up is followed by a second pop-up which tells you that the publisher could not be verified. This is expected, you still want to run the file. Click Run again.

Once you've opened the Simulation you see a PeopleSoft User Productivity Kit window. Use the Outline frame, on the left side, to find the simulation you want to use. Click the small plus sign (+) next to a title to display more of the outline; you may need to click the plus sign for more than one title to find the simulation you want to use.

More instructions for using an OAKS Simulation are found in the How to Use OAKS Simulations and Environments job aid and in these web-based courses:

 

For HCM users: Introduction to Human Capital Management beginning on this page

 

For FIN users: OAKS in a Nutshell for FIN, Lesson 3



These course materials pages link to the most up-to-date published version of training materials. The last revision date for each item is shown above.

Check the Updates to Training Materials page to find out what's changed since you looked at specific materials

Go to FIN Class Materials home page

Go to OAKS Training Online home page

Top

 

 
spacer OAKS Training Online material is reserved for the exclusive use of State of Ohio employees and personnel affiliated with the OAKS Program Management Office.