Training is required before obtaining new access to SF Financials and SF Procurement

To gain new access to SF Financials as well as SF Procurement, all CCSF employees are now required to complete online trainings. These new resources and requirements are intended to strengthen the controls governing the almost six billion dollars that departments spend each year with external suppliers on behalf of the City. No existing employees will lose access to the roles they already have. However, if existing employees require new roles in SF Financials or SF Procurement, they will need to complete the online courses below.

Before submitting systems access requests, department Change Agents must ensure the employees requiring new roles in SF Financials or SF Procurement have completed the corresponding training requirements described below. The SF Employee Portal Support team will deny role requests for employees who have not completed the required courses in SF Learning.

SF Financials Required Training

Required Training Course Code Required for SF Financials Roles

PeopleSoft and Accounting Concepts 100 for Non-Accountants

CON0F100

Viewers and Reporters

PeopleSoft and Accounting Concepts 101

CON0F101

Approvers, Processors, Admins, and Uploaders

AP PO Voucher Uploader and AP Direct Voucher Uploader 
Training required by April 28, 2022
CON0AP150

Accounts Payable Voucher Uploader

AR Deposit Uploader
Training required by April 28, 2022
CON0AR150

Accounts Receivable Deposits Uploader

AM Upload Add and Recategorization
Training required by April 28, 2022
CON0AM150

Asset Spreadsheet Uploader

Commitment Control Budget Uploader
Training required by April 28, 2022
CON0KK150

Commitment Control Journal Uploader Processor

GL Journal Entry Spreadsheet Uploader
Training required by April 28, 2022
CON0GL150
General Ledger Journal Uploader Processor


  • The Controller's Office will require department staff to complete new security training to use the  Accounts Payable (AP), Accounts Receivable (AR),  Asset Management (AM), Commitment Control (KK), and General Ledger (GL) spreadsheet uploaders by April 28, 2022.
  • SF Financials viewers and reporters who already took CON0F101 do not need to take CON0F100.
  • Employees who attended the June 10, 2019 Accounting and PeopleSoft Concepts course we offered with Deloitte in Koret or via Webex do not need to complete their required course to access new roles in SF Financials because we recorded their attendance.


SF Procurement Required Training

 

Required Training
Course Code
Required for SF Procurement Roles

Introduction to Procurement

CON0P100

All new or additional SF Procurement roles

Core Interactive Ethics and Sunshine*

HRD21018-121A

All new or additional Purchasing and Requisition-related roles (PO Processors, PO Approvers, PO Admins, Requisition Requesters, Receiving Processor, and Requisition Approvers) 

 

*Ethics course must be completed as a prerequisite before enrolling in Prop Q course

Prop Q - Delegated Departmental Purchasing Certification (register for Certification to be enrolled in the course)

OCAPQC

Purchase Order Management 101

CON0PO101

Strategic Sourcing 101

CON0SS101

All new or additional Strategic Sourcing roles

Supplier Contract Management 101

CON0SC101

All new or additional Supplier Contract roles


How can employees find these courses in SF Learning?


All four of these new courses are available in SF Learning on-demand, 24/7 from any device, with or without VPN, just click the links embedded in the course titles above! Alternatively, you can always search the SF Learning Catalog for the course numbers listed above.


How to request access to SF Financials or SF Procurement


Roles & Responsibilities


Role/Group Responsibilities

New Department Systems Users

  • Self-enroll and pass relevant required courses

Department Systems Access Approver (Department CFO or CFO approved designee)

  • Review and approve all Department Systems Access Requests to ensure appropriate roles are provisioned to all Departmental users of SF Financials, SF Procurement, and SF Reports & Analytics

SF Employee Portal Support team

  • Approve or deny departmental access requests based on restrictions defined by the CCSF Office of the Controller
  • Provision of all weekly requests for SF Financials & SF Procurement roles by the Wednesday
  • Provision SF Financials, SF Procurement, and SF Reports & Analytics Work Links
  • Request SF Reports and Analytics access for users from DT
SF Department of Technology (DT) Identity & Access Management team (IAM)
  • Provision SF Reports & Analytics Access



Process


# Step Performed by (Role) Frequency
1

Self-enroll in relevant course(s) and pass assessment(s) in SF Learning. Please refer to the Search for a class or course in SF Learning article for enrollment instructions.

Upon successful completion of the corresponding assessment, save a screenshot of the course completion certification and send it to the respective Department Systems Access Approver (list attached)

New Department Systems User On-Demand
2

Submit SF Financials & SF Procurement System Access Request (SAR) via SF Employee Support Portal Service Catalog, attaching 

1) SF Financials & SF Procurement System Access Request spreadsheet (template attached below) and 

2) SF Learning certificates of course completion for all users requiring new roles

Department Systems Access Approvers Mondays before 12 p.m.
3

Review and consolidate SARs submitted by Department Systems Access Approvers

SF Employee Portal Support Monday afternoons
4 Request SF Reports & Analytics access from DT SF Employee Portal Support Saturday afternoons
5

Provision SF Financials, SF Procurement, and SF Reports & Analytics Work Links for users

SF Employee Portal Support Wednesdays
6 Provision SF Reports & Analytics access DT IAM Saturdays

Questions? Use our new Support Request forms to ensure your questions get to the right team!