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FIN-0202: Maintaining PTAs Using PTA Manager

This course is required for individuals responsible for updating PTA attributes using PTA Manager.

  • Describe PTA Maintenance roles and responsibilities
  • Describe the features of PTA Manager's Maintenance system
  • Access and navigate the PTA Maintenance system
  • 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)

Learning Path

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)
How to & Enroll Link

To receive credit for this course, register through STARS and complete the training

Enroll

PTA Attributes and Definitions

PTA Manager How To Instructions

Last Updated: Sep 13, 2023
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