Escape Trainings

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

The link and slides. 

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

Here is the link and slides.   

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.