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Training and Procedures

CSD is committed to researching new methodologies and emerging technologies to ensure we remain innovative in our approach to providing first class services. Below there are training and procedures in five main areas. Each process, where applicable, has a Standard Operating procedure document, process flow chart, and training video detailing the steps involved in the task to support the user.

Standard Operating Procedures

Each process has a detailed step by step guide on how best to carry out the task. The process is also accompanied by a process flow which correlates to the steps detailed in the guide.

Some processes are supported with a training video. The training video will demonstrate how the task is carried out while a subject matter expert narrates each step.Training videos are supported by Panopto Lecture Capture Service. The user will need to login through TCD.Cloud.Panopto . Sign in using 'Edugate SSO'. The user will then be brought to the Trinity Identity page where they will need to enter their TCD credentials to access the videos.

You will notice each video, has a content list detailing the steps in the process. This also correlates with the steps detailed in the guide. You do not have to watch the whole process. If it is only one step you require more knowledge on, select a step in the content list, which will bring you directly to the step in the video.

 

Finance

Below you will find training videos to guide you through the processes on How to Create Your Own Risk Register and How to use a Management Pack. At the end of this page there are Standard Operating Manuals that provides a detailed step by step guide for each task.

Management Pack training video

Risk Register training video

Human Resources

At the end of this page there are Standard Operating Procedures that provide a detailed step by step guide on how to process Casual Pay claims and Record and Manage Sick Leave. These should be read in conjunction with the HR policies and procedures.

Casual Pay Claims

Record and Management of Sick Leave process

 

Office Management

The Office Management Manual should be used as a guide for departments and new starters on administrative tasks that are carried out in the University. The Office Management Manual details how tasks should be carried out in the University in line with policy and procedure, including Office etiquette, Diary Management, Finance, Procurement, Room Bookings, Facilities and much more. The manual also provides some efficient and effective tips on how some administrative tasks could be carried out.

The Office Management manual can be edited to suit your department. The manual proves to be a useful tool, especially to new employees.

At the end of this page you will find the procedure document for Office Management and Diary Management. Below you will a find a training video to guide you through the process for Diary Management.

Diary Management SOP video

Procurement

Subject matter experts have created a guide detailing the steps involved in creating a Purchase Order (PO) on iProcurement and a guide detailing the steps involved when amending a Hold on iprocurement.

The standard operating procedure, How to create a PO, provides comprehensive training on the below steps:

  • How to raise an order through a non-catalogue request
  • How to raise an order through a catalogue request via Main store and Science Warehouse
  • How to raise an internal order
  • How to check if you have expensed the order to the correct account
  • How to receipt an order

The document is located at the end of this page.

There are also training videos to assist the user in completing the above tasks, once again complementing the steps in the training Manual.

    Catalogue Request via Science Warehouse Order training video

    Internal Orders via Main Store (TCD Housekeeping, TCD IT Services, Student Services) training video

    Raising a Requisition via Catalogue Main Store training video

    Create Requisition via Non catalogue Request training video