Training Plan Request Form

The purpose of an IRIS Training Plan is to indicate the mandatory courses an employee must successfully complete in order to obtain the necessary access required to perform their job responsibilities in SAP/IRIS.

A training plan is valid for one year from the date it is approved. Any training plan that has not been completed within a year is no longer valid (for the uncompleted courses) and must be resubmitted if needed.

Form Instructions
There are five sections on this form which must be completed:
    1. Approver/Area Security Officer
    2. Reason for Training Plan
    3. Requester and Employee
    4. Course Selection
    5. Training Plan Submission

A training plan for SLCM access only must be submitted directly to IRIS Training by the employee's designated College Contact.

A training plan for all other access (with or without SLCM access) must be submitted by the employee's Business Officer to the appropriate Area Security Officer (ASO) delegate for approval. The ASO delegate will forward the training plan to IRIS Training upon their approval.

For Faculty and Teaching Assistants needing access for grading, class rolls, advisor holds, and overrides only, the designated College Contact must send a regular e-mail directly to the SLCM Team requesting the appropriate access.

Review the IRIS Training Plan Submission Policy for further information.

Any training plan received with incomplete information and/or insufficient approvals will be returned for re-submission.

1. Approver/Area Security Officer
Based on the submission guidelines stated in the Form Instructions section above, enter the appropriate Approver/Area Security Officer delegate e-mail address in the field below.

Area Security Officer (ASO) delegate e-mail addresses:

UK Department Number
(5-digit number; i.e. 8G310) ASO Delegate E-mail Address

   Begins with a 1*, 3*, or 9* Anthony Russell anthony.russell@uky.edu

   Begins with a 8* or 7* Susan Wang
spwang2@uky.edu

   Begins with a 4* Judy Duncan
jsbear0@uky.edu

   Begins with a H* or G* Kerry Bradford
kerry.bradford@uky.edu

IRIS Training e-mail address: IRISTraining@email.uky.edu

2. Reason for Training Plan
Select the appropriate reason for submitting this training plan. Additional comments and/or special instructions can be noted below also.

	Brand New UK Employee

	Current Employee - New Position

	Current Employee - Same Position - New/Additional Access

	Rehired/Reinstated Employee

	Other (Explain in the Comments/Special Instructions field below.)

Comments/Special Instructions: (Maximum length = 500 characters)

3. Requester and Employee
Complete all Requester and Employee information. Again, the Requester must be the employee's Business Officer or designated College Contact.

Requester Information
Name:
E-mail Address:
Employee Information
Name:
Link Blue ID: (i.e. jdoe222)
Person ID:
Personnel Number:
UK Dept Number: (i.e. 3J510)
E-mail Address:

4. Course Selection Select the appropriate course(s) required for the employee's job responsibilities.
General Courses
		SOR Statement of Responsibility (One time requirement for all users!)
		UK_100 IRIS Awareness & Navigation

Business Warehouse (BW) Courses
	BEx-Web Reporting Courses:

		BI_BOBJ_200 Business Objects for End Users
		BI_BOBJ_300 Business Objects for Power Users

Financial (FI) Courses
		FI_200 Finance Overview

		FI_GU_310 GL Account Documents (JVs)

		FI_GU_320 Statistical Internal Orders

		FI_PC_300 Procard Editing

		FI_FES_315 FES Data Processing & Actions (Please complete the three marked fields below also!)
	*FES Access Type:
	*FES Access Level:
	*FES Department Number(s): (Enter the department number(s) for this FES access in the field below.)


		FM_BUD_300 Budget Maintenance

Grant Management (GM) Courses
		FI_GM_200 PI Grant Budget Overview
		FI_GM_200 is to be taken ONLY by Principle Investigators. Staff employees should take BEX_300 and FI_GM_310 for equivalent access.





		FI_GM_310 Grants Management Analysis

		FI_GM_315 Grants Analysis Refresher

		FI_GM_320 GM Advanced Cost Sharing

Human Resources (HR) Roles & Courses STEP 1: Choose the appropriate HR Role(s). The course requirements are listed next to each role.


STEP 2: Enter the department number(s) to which the employee needs HR access in the field below.
	HR Department Number(s):


		HR_PA_340 Faculty Actions

Materials Management (MM) Courses
		SRM_SHO_300 SRM Shoppers
		SRM_CON_300 SRM Goods Confirmations

		MM_PRD_300 PRD Creator (Includes MM_PRD_200 PRD Personal Settings & Attributes)

		MM_APP_300 Combined Approvers (For SAP, SRM & PRD Approvals) (Please complete the two marked fields below also!)
	*Approver Level:
	*Approver Department Number(s): (Enter the department number(s) for this Approver access in the field below.)



----The two courses below are for UK Healthcare, College of Medicine, and Facilities ONLY.----
		MM_REQ_300 SAP Requisitions (Please complete the marked field below also!)
	*Requisitions Form:

		MM_REC_320 SAP Goods Receiving

Plant Maintenance (PM) Courses For UK Facilities ONLY
		PM_WO_300 Work Orders (Includes PM_WO_305 Work Orders Assessment)

		PM_WO_310 Work Order Components

Student Lifecycle Management (SLCM) Courses
		SLCM_200 Student Lifecycle Management Overview

		SLCM_AD_300 Event Planning

		SLCM_AD_310 Student Records

		SLCM_AD_315 Booking Rules

		SLCM_AD_320 Booking

		SLCM_AD_340 Program of Study and Majors

		SLCM_CA_310 Student Account Balance Display

		SLCM_WP_210 Grading

		SLCM_WP_220 Overrides

		SLCM_WP_310 Advising

5. Training Plan Submission Please verify that all sections of this form have been completed accurately, and then click on the SUBMIT IRIS Training Plan Request Form button below. Once IRIS Training has received and processed this training plan request, a confirmation e-mail will be sent to all employees listed on the form. Caution: The RESET Form button will clear all fields and selections.

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Page Last Modified: 5-14-2013