Training and Resource Guides | Procurement and Business Services

Procurement

Anyone who requests to have the RQ Reviewer or Cost Center Manager role will need to complete both training courses before the role request will be approved. Screenshots from the training completion should be attached to the Role Request in ServiceNow. This is only required for users who are new to the role.

Navigate to https://b.gatech.edu/genius.

Training Courses

Click on the View Course Catalog link in the left navigation pane. Then type 'Procurement' in the search bar at the top of the page, and click Find Course.

Workday Procurement: This training is designed to walk users through the procurement process in Workday including how to enter a requisition and where to find PO information.
Procurement Policies and Procedures: This training will take users through policies and procedures related to purchasing items at Georgia Tech.

Resource Guides

Procurement Job Aids for Workday (ServiceNow)

Event Agreements and Contract Routing

Pcard

Navigate to https://b.gatech.edu/genius.

Training Courses

Click on the View Course Catalog link in the left navigation pane. Then type 'Procurement' in the search bar at the top of the page, and click Find Course.

Complete the "PCard Training and Certification" course.
Complete the "Workday PCard Process and Approvals" course.

Resource Guides

PCard 101 Resource Guide

Payments

This training is recommended for the following roles: Cost Center Manager, Driver Worktag manager, Grant Budget Specialist, Grant Manager or Financial Admins working with grants, and Requisition Reviewer.

Trainings

Find Problem Invoices

Learn how to identify and resolve problematic invoices using the Workday task Find Problem Invoices by Organization – CR. The video below provides step-by-step guidance to help you manage invoice issues efficiently and keep processes running smoothly.

For more information on how Optical Character Recognition (OCR) supports invoice processing, visit the Payments FAQs page.

Quick Tips

Invoice Submission Process

Supplier Invoice Requests

Knowledge Articles

Find your Department’s Problem Invoices (Service Now)

Supplier Invoice Request (ServiceNow)

Recurring Supplier Invoice (ServiceNow)

Supplier Accounts (AP) Troubleshooting Guide (ServiceNow)

Payments and Supplier Invoices (ServiceNow)

How to Submit Supplier Invoices (ServiceNow)

How to Research Match Exceptions (ServiceNow)

How to Find Supplier Invoices (ServiceNow)

Travel and Expenses

The Fundamentals of Travel training is currently under construction. The redesign is scheduled to launch Fall 2026.

In the interim, please utilize the following resources for travel-related guidance:

Policies and Procedures
Travel Resources including the Know Before You Go! one-pagers
FAQs
Knowledge Articles

Insurance and Claims

Auto Coverage and Safety Training Videos:

Risk Management Services at DOAS makes available an Auto Liability Coverage training video. It’s easy and it tells you and your co-workers when you are, and when you are not covered.

Also, there is an important Auto Safety (Driving Do’s & Don’ts) training video that contains valuable information for a new hire as well as a veteran Institute employee on ways to avoid accidents and injuries.

Both training videos can be accessed at:
http://doas.ga.gov/risk-management/risk-management-education-and-training

Auto Coverage Matrix:

The Auto Coverage Matrix is a quick reference guide on which coverage applies to any auto (i.e. Institute owned, rented, or personal) being used by a Georgia Tech employee to conduct Institute business.

Asset Management

The Business Assets for Property Coordinators course is required for access to the property management system. This course covers the process of Self-Tagging your assets, using the web application to record and track those assets, and running departmental reports. Surplus, Disposal, and other Asset Management processes performed by the department will also be covered.