Escape Training
Tuesday Training at 10 AM and 2 PM Series
The training is held once a month, on a Tuesday at 10:00 AM and again presented at 2:00 PM, to assist Categorical Programs with their program/allocation/grant responsibilities. Each month has a different topic. While topics are aimed at Categorical Programs, much of the information is relevant to Direct Programs as well. For more information and to acquire the Zoom link, please email Stephanie at sdirks@santarosa.edu.
***Tuesday Training at 10 AM and 2 PM – Fiscal Reports***
Tuesday, October 18th, 2022
The link to the recording. There are not any slides, as the presentation was live in Escape.
Video Breakdown by Topic:
00 – 11:05 Running and Calling Reports - Fiscal 03
11:06 – 17:12 Running and Calling Reports - Fiscal 02
17:13 – 28:20 Running and Calling Reports - Fiscal 04
28:21 – 43:43 Running and Calling Reports - Fiscal 06
***Tuesday Training at 10 AM and 2 PM - Adopted Budget***
Tuesday, September 20th, 2022
The link to the recording and slides.
Video Breakdown by Topic:
00 – 1:13 Introduction and Housekeeping Items
1:14-2:05 Agenda
2:05 – 4:08 A Budget Story (the different parts of the budget code)
4:09 –6:23 Running or Calling Reports - Fiscal 02
6:24 – 8:45 Reviewing and Reading your Fiscal 02 Report
8:46- 10:01 Healthy Budget Examples, Revenue Accounts & Carryover
10:02 – 11:31 Healthy Budget – Positive Component Totals
11:32 – 16:39 Encumbered Funds
16:40 – 21:04 Request to Disencumber Funds & Pay 10C
21:05 – 25:07 Adopted Budget Account Look Up
25:08 –27:40 Unhealthy Budgets and how to fix them
27:41 – 28:12 Drill Down in Account Look Up
28:13 – 33:39 Budget Management Tool
33:40 – 36:43 Budget Transfers
36:44 – 38:47 Journal Entries
38:49 – 39:24 Fiscal 99 Report/Account Look Up/Snapshot & Journal Entries Continued
39:25 – 36:28 How to tell if an Account is linked. Need an Account Linked?
Escape Categorical Fiscal Reports Training
December 8th, 2021
Video Breakdown by Topic:
00-00:35 Agenda
00:36 – 2:59 A Budget Story (the different parts of the budget code)
3:00 – 9:49 Fiscal Reports Overview – Comparing all fiscal reports
9:50 – 16:55 Calling the reports, looking at the request screen, Fiscal 02, Fiscal 03, Fiscal 16
16:56 – 26:14 Calling and running, looking at the request screen, Fiscal 04 & Fiscal 06
PDA Presentation - SESSION #: S2:08 Need a report? Escape can do that!
February 17th, 2021
Video Breakdown by Topic:
00 – 2:20 - Into to PDA Session
2:21 – 4:28 A Budget Story (the different parts of the budget code)
4:29 – 7:16 Fiscal Reports Overview
7:17 – 8:04 Running or Calling Reports - Fiscal 03, Fiscal 02, Fiscal 06
8:05 – 17:55 Detailed look at Calling a Fiscal 03 Report
17:56 – 20:46 Saving your reports as a Report Favorite
20:47 – 26:22 Budget Transfers
26:23 – 30:38 Journal Entries
30:39 – 34:32 Fiscal 99 Report/Account Look Up/Snapshot & Journal Entries Continued
34:33 – 36:28 How to tell if an Account is linked. Need an Account Linked? Here are the contacts.