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Fingate Account Structure / Funds Management > PTA Manager & PTA Maintenance > Training

Training

Becoming Proficient in PTA Manager and PTA Maintenance


The PTA Manager and PTA Maintenance training program is designed for Stanford staff responsible for requesting, approving new account (PTA) requests, and maintaining PTAs. Acquiring the skills necessary for using PTA Manager and PTA Maintenance starts by completing training.

Required Training

Authority Training
FIN-0102
Using Stanford's Chart of Accounts

FIN-0200
Introduction to Stanford PTA Attributes

FIN-0201
Requesting PTAs Using PTA Manager

FIN-0202
Maintaining PTA Attributes Using PTA Manager

PTA Manager Users and Approvers Required Required Required –––
PTA Maintenance Users Required Required ––– Required
Availability Enroll in course now Enroll in course now Enroll in course now Enroll in course now

Ongoing Support

Step-by-step instructions for tasks performed in PTA Manager and PTA Maintenance are available in the How To section.

 

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