Training and Resources
Training Calendar
Thank you for visiting our training calendar! We have added Zoom training sessions through August 2024 for these services: Contracts, Purchase, PCard and Travel Card.
- Check the calendar below to find a session that fits your schedule:
- Click on the session link(s) for Zoom information or physical location.
- The Training Calendar is best viewed using Chrome.
- Email us for any training questions or requests for trainings:
Contracts: twucontracts@twu.edu
Credit cards (PCard, Travel Card): ccservices@twu.edu
Purchasing: procure@twu.edu
Supplier services: twusupplier@twu.edu
See our updated training resources below the calendar.
Training resources are available by expanding each area below.
TRAVEL CARD and PCARD
PowerPoint Presentation
- *NEW Concur and PCard Spring Training [pptx]
- Concur Overview [pptx]
Concur Quick Tips Guides
Concur "How To" Guides (new!)
- First time log-in to Concur [Google doc]
- How to Link Your Approved Travel Request in Concur [Google doc]
- How to Create a Travel Request in Concur [Google doc]
- How to Request a Department PCard (Assign, Re-assign Reconciler) [Google doc]
- How to Create a Credit Limit Increase or Decrease Request [Google doc]
- How to Add a Delegate to Your Concur Account [Google doc]
- How to Create a PCard or Travel Card Request [Google doc]
- How to Itemize a PCard Transaction in Concur [Google doc]
- How to Itemize a Travel Expense (to fix the date) [Google doc]
- How to Create a Payment Request in Concur [Google doc]
- How to Add Attendees to a Business Meal [Google doc]
- How to Add Attendees to a Student Event [Google doc]
Desk Reference
CONTRACTS
CONTRACT HELPFUL LINKS
- *NEW Contract Spring Training - Power point training with links
- Contract Routing Ticketing System - New TDX Contract Approval System (Replaces old CRS)
- TWU Contract Signature Matrix - Names who can sign which contracts on behalf of TWU
- Contract Category Guide - Examples of contract types
- Supporting Documentation Breakdown - Lists documentation for contract package in each contract type
- Third Party Insurance Standards
- ITS Risk Assessment Ticketing System
PURCHASING
*NEW Purchasing Spring Training - Power point purchasing training with links
Desk References (CLOUD GUIDES)
How to Update Requisition Preferences
How to Create a Non-Catalog Requisition
How to Create a Tejas Punchout Requisition
How to Correct the wrong Item Type on a Requisition
How to Correct a Requisition in Cloud
How to Receive in Oracle Cloud
How to Look up Requisition Line Life Cycle
TRAVEL
PowerPoint (TWU login is required to access in Bridge)
- Travel Card Training [pptx]
SUPPLIERS
Existing Suppliers
Suppliers who are Active in the TWU portal and/or have done business with TWU and didn't get a welcome email please email TWUSupplier@twu.edu.
New Suppliers
NEW Suppliers with TWU and you have provided a quote for a service/good to TWU you will need to create a new supplier portal account by going to Oracle Cloud.
Desk References
TWU Supplier Portal Registration
How to See If a Supplier is Registered
On-Demand Bridge Training
Page last updated 8:34 AM, April 19, 2024