Program Overview

FIN-0202: Maintaining PTAs Using PTA Manager

This course is required for individuals responsible for updating PTA attributes using PTA Manager.

Objectives

• Describe PTA Maintenance roles and responsibilities
• Describe the features of PTA Manager's Maintenance system
• Access and navigate the PTA Maintenance system
• Update an attribute for an individual PTA segment
• Update a single attribute for multiple PTAs
• Cancel a scheduled update transaction
• View transactions

Delivery Method

The course is delivered through a web-based, self-paced format.

Duration

The course duration is approximately 30 minutes.

Related System Access and Authority

To access the system, individuals must complete this course and be granted proper authority.

System Access

• PTA Manager

Authority

• Financial System > Self Service > SU PTA Maintenance
• Financial System > Self Service > SU PTA Maintenance (Limited)

Learning Path

Prior to enrolling in this course, individuals must complete the following prerequisite courses:

• FIN-PROG-0020: Financial Stewardship Expectations
• FIN-0102: Using Stanford Chart of Accounts
• FIN-0200: Introduction to Stanford PTA Attributes

Additional Training Materials

• PTA Attributes and Definitions
• PTA Manager How To Instructions

Last Updated

The course information was last updated on September 13, 2023.