Training Job Aids

The Training Job Aids are provided below in PDF format. Click on the job aid title to open the materials. You will need Acrobat Adobe 4.0 or higher to view and print the PDF documents. To download the newest version of Adobe Reader for free, click the link in the lower left corner of this web page. Each job aid will request a username and password that can be obtained from the NC E-Procurement Help Desk, 888-211-7440, Option 1. These materials will be updated periodically; be sure to check back for the latest information.

Use the Quick Links Below:

System Navigation

Course Audience
E-Procurement Overview All Users
System Searches All Users
Personal Folders All Users
Personal Profile All Users
Delegating Approval Authority All Users

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eRequisitioning

Course Audience
eRequisition Catalog Item All Users
eRequisition Non-Catalog Item All Users
eRequisition Punchout Item All Users
Withdrawing eRequisitions All Users
Editing a Line Item NCAS Users
Editing a Line Item LEA and Community College Users
Integration/Change Orders NCAS Users
Approval Flows All Users

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Approving

Course Audience
Approving an eRequisition All Users
Returning an eRequisition All Users
Editing an eRequisition as an Approver All Users

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Receiving

Course Audience
Receiving a Line Item NCAS Users

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NC OpenBook

Course Audience
NC OpenBook - NCAS NCAS Users
NC OpenBook - DHHS DHHS Users
NC OpenBook - State Ports Authority & Office of the Governor State Ports Authority and Office of the Governor

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Reporting

Course Audience
NCEP HUB Quarterly Purchasing Report Training Guide All Users
SAS Job Aid - Exporting a Detail Report All Users
SASJob Aid - Printing a Report All Users
SAS Job Aid - Purchase Orders by Contract Report All Users
SAS Job Aid - Purchase Orders by Vendor Report All Users
SASJob Aid - Purchase Order Line Items by Classification Report All Users
SAS Job Aid - Purchase Order Line Items by Commodity Code Report All Users
SAS Job Aid - Saving and Exporting a Summary Report All Users
SAS Training Guide - Ad-Hoc Reporting Overview All Users
SAS Training Guide - HUB Purchasing Report All Users
Standard Reports All Users

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Security Administrator

Course Audience
User Maintenance All Users
Address Maintenance All Users
Resetting User Passwords All Users
Financial Controls NCAS Users
Mapping Users LEA - SunPac Users
Mapping Addresses LEA - SunPac Users
Mapping Users LEA - ISIS Users
Mapping Addresses LEA - ISIS Users
Mapping Users Community College Users
Mapping Addresses Community College Users

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System Administrator

Course Audience
Entity Client Overview LEA - SunPac and ISIS Users
Entity Client Overview Community College - Solaris Users
Entity Client Overview Community College - Windows Users
Entity Client Overview University (ECU) - Solaris
Moving Entity Client (without CD) LEA - SunPac and ISIS Users
SunPac Enhancements LEA - SunPac Users
ISIS Enhancements LEA _ ISIS Users
Colleague Enhancements Community College Users

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Non-Integrated

Course Audience
EP for Non-Integrated Agencies Non-Integrated Users

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