Instructions for Completing the Budget Journal Workflow Training Module
This course demonstrates steps required for creating budget journals in PeopleSoft, including attaching backup electronically and entering the budget journal into workflow for electronic approvals.
You will be completing your Budget Journal Workflow training in the FSTST environment. To access FSTST, go to Internet Explorer and enter the web address www.uhcl.edu/psfinance. Once the web page is up, click on the FS Test link.
The sign on page for FSTST is displayed. Enter the User ID and password IN ALL CAPITALS that was sent to you by email. If the User ID and password you were sent does not work, contact Emilie Chaney at ext. 2105.
*If you do not have a User ID and password, contact your Business Coordinator to make sure you have been registered for training.
The UHS Portal page is displayed. Click on the UHS Finance link.
Print out the documents linked below and use them to complete the following steps:
1. Complete the “How to create a Budget Journal” module.
2. Read the “Document Imaging Instructions – Budget Journal” module. You are unable to do document imaging in FSTST but will be doing this in the production environment when you are granted access to process Budget Journals.
3. Read pages 1 – 2 in the “Budget Journal Workflow” module. Then complete pages 3 – 6. For additional information, read pages 7 – 11.
4. Read the “Budget Journal Examples” module.
5. Complete the “Budget Journal Workflow Exercise” and send the Budget Journal ID numbers to Emilie Chaney.
