This course is:

  • recommended for learners with prior experience using ePTA Maintenance
  • required for subsequent new users (no prior experience using ePTA Maintenance) in order to obtain system access
  • Describe PTA Maintenance roles and responsibilities
  • Describe the features of PTA Manager's Maintenance module
  • Access and navigate the PTA Maintenance module
  • Update an attribute for an individual PTA segment
  • Update a single attribute for multiple PTAs
  • Cancel a scheduled update transaction
  • View transactions

Web (Self-paced)

Self-paced (approximately 30 minutes)

To access the system below, you must complete this course and be granted proper authority.

System Access
PTA Manager
Authority
Financial System > Self Service > SU PTA Maintenance
Financial System > Self Service > SU PTA Maintenance (Limited)

Prior to enrolling in this course, complete prerequisite courses in the learning path below.

FIN-0202: Maintaining PTAs Using PTA Manager

PTA Manager
Financial System > Self Service > SU PTA Maintenance
Financial System > Self Service > SU PTA Maintenance (Limited)