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Office of Financial Analysis
Division of Financial and Business Services

Kuali Effort Certification Training

Training sessions for new users will be offered throughout June 2014.  You may view available timeslots on the "New Systems Calendar".  Please see link below.

Training Calendar

 

 

Video Training

For Preparers

ECD Basics for Preparers

This training module details how to prepare an Effort Certification Document (ECD) that require no modifications, how to prepare an Effort Certification Document (ECD) that require modifications, and a brief explanation of how to help certifiers complete their certification

 

For Certifiers

Certifiers with Preparers

This training module includes an overview of of Effort Certification, an introduction to the new effort certification dashboard, an explanation of how to certify ECDs without modifications, and how to certify an ECD with modifications.  This video is intended for Certifiers who will have an individual prepare their document before they certify.

Certifiers without Preparers

This training module includes an overview of of Effort Certification, an introduction to the new effort certification dashboard, an explanation of how to certify ECDs without modifications, and how to certify an ECD with modifications.  This video is intended for Certifiers who will prepare their own effort certification document

Delegating a Preparer

This training module explains how a certifiers can delegate a preparer to themselves

 

Other

Effort Certification Documents triggering a Payroll Expense Transfer Document (PET)

Modifications to ECDs greater than or equal to 1% will trigger a Payroll Expense Transfer. 

Delegating a Preparer

This training module explains how reviewers and certifiers can delegate a preparer to a certifier

Delegating a Preparer to multiple Certifiers

This training module explains how reviewers can assign a preparer to multiple certifiers

Delegating a Certifier

This training module explains how certifiers and reviewers can delegate another certifier for a particular ECD.  This may only be done when the new certifer has direct knowledge of the work beign performed.

Resubmitting an ECD

This training module explains how to reset an ECD within the open effort certification period to make corrections.  After the period has closed, ECDs are final and may not be resubmitted.