If you are interested in Procurement Services providing specific or customized training for your department, please provide us the details using our Contact Us webform. There are a variety of training resources available on this page including helpful links, presentations, and job aids.
Links & Presentations
Job Aids
OMNI
PCard
Account Codes
PCard Search in Document Management
Proxy Quick Reference Guide
Monthly Reconciliation Instructions
Monthly Reconciliation Form
Weekly Receipt Attachment Instructions
SpearMart
Getting Started:
Request User Access Roles
Navigation 101
Setting Up Your Profile
Glossary of Terms
Shoppers/Requesters:
Shopping from a Punch-Out Catalog
Shopping from a Hosted Catalog
Shopping Using a Non-Catalog Request Form
Shopping Using a Blanket Order Request Form
Shopping Using a Services Request - Fixed Form
Shopping Using a Services Request - Variable Form
Shopping Using a Software Request Form
Assigning Your Shopping Cart
Reviewing the Status of My Order
Reviewing Assigned Carts
Using Document Search
Creating Recurring Reports
Creating Split Distributions
Adding a Comment to a Requisition
TIPS for Purchase Requests in SpearMart
Draft Carts & Assigned Carts
Submitting a Change Order Form Request
Submitting a Sole Source Request
Submitting a PCard Cardholder or Proxy Application Form
Submitting a PCard or Proxy Termination-Transfer Form
Processing Receipts (in OMNI)
Requesters
Completing a Requisition
Assigning a Substitute Requester
Assigning a One-Time Ship-To Address
Updating a Catalog Item to an OCO Commodity Code
Updating a Commodity Code on a Catalog Order
Updating the Owner/Requester on a Requisition
Resubmitting a Requisition
Approvers:
Ad-Hoc Approval
Approving a Requisition
Assigning a Substitute Approver
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SpearMart Test Site
Miscellaneous
Downloading Spreadsheets
How to obtain a list of Open PO items (waiting to be received) by Department ID in OMNI
Managing Overdue POs