Understanding Report Navigation - FTRNO

This course is a requirement for FMS Live reviewer certification. It provides information and helpful hints on how to efficiently navigate financial month-end reports and over/under reports found in UBC's Management Systems Portal (MSP). The course is available to staff with financial responsibilities in FMS certified and non-certified departments.

Understanding Report Navigation is available online through Canvas. You will need a CWL ID to access the course.

Registration is on a monthly basis. After registering for your chosen session, you will receive an automated confirmation email.

A second email will be sent to you from Finance Training after your registration is received from the system (usually within 24 hours). The second email contains your login instructions to Canvas.

Expect to take approximately 2 hours to complete the reading material and quiz. In order to receive credit for completing this course, participants must score 80% or better on the quiz.

Important: Please complete the quiz within the same month as your registration. For example, if you register in May, you must take the quiz in May. If you are unable to take the quiz in the same month as your registration, please drop the course in the Course History menu in your HRMS self-service.

Recommended reading prior to course:

Available to:

  • Personnel with reviewer responsibilities in FMS certified departments (required)
  • Personnel with financial responsibilities in non-certified departments (recommended)
  • Personnel interested in learning more about the financial reports found in MSP, for professional development