Official Seal of CFO Blaise Ingoglia

Works Training Materials


Navigation Training is designed to help each user, regardless of their role, become more familiar with the layout and functionalities of Works.  
Roles: All

Accountholder – Processing a Transaction is a brief demonstration of how an Accountholder will process a PCard transaction in Works.
Roles: Accountholder, Accountant

Approver Training demonstrates how an Approver will review and approve a transaction in Works.
Role: Supervisor/Approver

Accountant Training is designed to help Accountants learn how to review and close a transaction, as well as things to consider during review.
Role: Accountant

Dividing a Transaction is a brief demonstration of how to divide a PCard transaction so that different GL Codes can be applied to portions of the total transaction amount.
Roles: Accountholder, Accountant

Attaching and Maintaining Documentation demonstrates how to attach documentation to a transaction, and how to store a receipt in Works.
Roles: Accountholder, Supervisor/Approver, Accountant

Reports Training is designed to familiarize each role with the Reports functionality in Works. 
Roles: Accountant, Auditor, Scoped Administrator


Training Videos