ePro/GeorgiaFIRST Marketplace Training
The following items were developed to support users of the eProcurement module and the GeorgiaFIRST Marketplace.
ePro/GeorgiaFIRST Marketplace User Guides:
Each guide is available in MSWord format, as well as PDF format.
- GeorgiaFIRST Marketplace Shopper User Guide GeorgiaFIRST Marketplace Shopper User Guide
- Requester User Guide Requester User Guide
- ePro Approver User Guide ePro Approver User Guide
- ePro Buyer User Guide ePro Buyer User Guide
- AP User Guide for GeorgiaFIRST Marketplace AP User Guide for GeorgiaFIRST Marketplace
- ePro Admin User Guide ePro Admin User Guide
- Local Security Admin User Guide Local Security Admin User Guide
ePro/GeorgiaFIRST Marketplace Job Aids:
- Shopper: Getting Started as a Shopper in PSFIN Self Service
- Shopper: Getting Started as a Shopper in PSFIN Core
- Marketplace User: Navigating in the GeorgiaFIRST Marketplace
- Shopper: Shopping and Assigning a Cart
- Requester: Getting Started in the GeorgiaFIRST Marketplace
- Requester: Creating a Special Request Requisition
- Requester: Creating a Marketplace Requisition from an Assigned Cart
- Requester: Creating a Marketplace Shopping Cart and Requisition
- Requester/Shopper: Desktop Receiving
- Approver: Approving Requisitions
- Buyer: Expediting Requisitions
- ePro Admin: Reassigning Requisitions
ePro/GeorgiaFIRST Marketplace Train-the-Trainer Toolkit
The Train-the-Trainer Toolkit contains lesson plans and PowerPoint presentations for use at institutions using ePro and the GeorgiaFIRST Marketplace. Each lesson plan and corresponding PowerPoint presentation are fully customizable to be best suited to institutional needs when training these tasks.
- ePro and GeorgiaFIRST Marketplace Train-the-Trainer Toolkit Contents
This document lists each lesson, the materials provided, suggested audiences and activities, as well as comments. - ePro and GeorgiaFIRST Marketplace Train-the-Trainer Toolkit
This zip file contains all of the lesson plans and presentations.
ePro/GeorgiaFIRST Marketplace Online Training Lessons:
These ePro/GeorgiaFIRST Marketplace online training lessons are designed to walk you through each task involved with eProcurement and the GeorgiaFIRST Marketplace. Each user role has a list of suggested lessons to view. Select your user role to learn which lessons apply to you and what the objectives are in each lesson.
- Shopper – Suggested online lessons
- Requester – Suggested online lessons
- Approver – Suggested online lessons
- Buyer – Suggested online lessons
- Accounts Payable – Suggested online lessons
- ePro Admin – Suggested online lessons
- Local Security Admin – Suggested online lessons
To begin a lesson, select its link. All lessons include audio. Therefore you will need speakers or headphones to listen to the lesson. You can repeat these lessons as many times as needed. For many of the lessons, you will be required to complete specific actions to advance the lesson. These actions will be highlighted with a red text box and audio cue.
- EPMP01_Introduction to ePro and the GeorgiaFIRST Marketplace
- EPMP02_Getting Started as a Shopper through PSFIN Core System
- EPMP03_Getting Started as a Shopper through PSFIN Self Service
- EPMP04_eProcurement and GeorgiaFIRST Marketplace Approvals
- EPMP05_How to Search for Items in the GeorgiaFIRST Marketplace
- EPMP06_Building and Assigning a Shopping Cart
- EPMP07_Creating GeorgiaFIRST Marketplace Folders and Favorites
- EPMP08_Getting Started as a Requester
- EPMP09_Introduction to Requisitions
- EPMP10_Creating a Marketplace Requisition from an Assigned Cart
- EPMP11_Creating a Special Request Requisition
- EPMP12_Creating a Marketplace Requisition from Your Own Shopping Cart
- EPMP13_Managing Requisitions
- EPMP14_Special Request Requisition Favorites and Templates
- EPMP15_Accessing the Worklist and Approving Requisitions
- EPMP16_Editing a Requisition in Your Worklist
- EPMP17_Assigning an Alternate Approver
- EPMP18_Desktop Receiving
- EPMP19_Procure-to-Pay Process Flow
- EPMP20_Budget Checking Requisitions
- EPMP21_Sourcing Requisitions into Purchase Orders
- EPMP22_Copying a Special Request Requisition into a Purchase Order
- EPMP23_Receiving Through the Purchasing Menu
- EPMP24_Using the Requisition Reconciliation Workbench
- EPMP25_Closing Requisitions
- EPMP26_Using Voucher Build for Marketplace E-Invoices
- EPMP27_Basic Security Maintenance
- EPMP28_Creating Shoppers
- EPMP29_Creating Requesters
- EPMP30_Creating Buyers
- EPMP31_Setting Up Approvers in the system
- EPMP32_Setting Up Multi-Campus Approvers
- EPMP33_Setting Up the ePro Admin
- EPMP34_Updating Department and Project Managers
- EPMP35_Basic ePro Admin Tasks
- EPMP36_Monitoring Workflow and Reassigning Requisitions
