Training Courses

Virtual Training Sessions

Sessions are offered on a rotating and ad hoc basis throughout the year.

Please send any training inquiries to bearbuyhelp@berkeley.edu


Latest BearBuy Job Aids and Reference Guides can be found on the BearBuy Instructional Resources page.

Register to learn more about BearBuy with one of our upcoming virtual trainings listed below. 

Basics for Shoppers

New and returning Shoppers learn about BearBuy basics, BearBuy terminology, catalogs, shopping concepts, BearBuy workflow, and other concepts. Prior knowledge of BearBuy is recommended but not required. 

Basics for Shoppers Presentation

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January 13, 2021
Course #: BEESS950-01132021

July 14, 2021
Course #: BEESS950-07142021

Shopping With Forms & More

Shoppers will learn about the new elastic search, how to look up a vendor in BearBuy, searching for their region, updating personal preferences, utilizing contracts in purchase orders, validating chartstrings and creating various forms (non-catalog, service, payment request/honorarium, and BluCard).

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March 17, 2021
Course #: BEESS951-03172021

August 18, 2021
Course #: BEESS951-08182021

Change Order Preparer

Includes an overview of what this role is about, important things to remember, best practices, and tips on how to avoid common issues when performing change orders.

Prerequisite: Basic for Shoppers

Change Order Preparer Presentation

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February 10, 2021
Course #: BEESS952-02102021

October 13, 2021
Course #: BEESS952-10132021

Requisition Creator

Includes an overview of what this role is about, important things to remember, best practices/procedures, terminology and tips on how to edit Org Node, Ship To Addresses, understanding approvals, reviewing Final Destinations, verifying Chart of Accounts, and checking form information/attachments. 

Prerequisite: Basic for Shoppers

Requisition Creator Presentation

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April 21, 2021
Course #: BEESS953-04212021

December 8, 2021
Course #: BEESS953-12082021

Requisition/Org Node Approver

Includes an overview of what this role is about, important things to remember, best practices/procedures, terminology, data privacy, approval limits, assigning/approve/reject/return requisitions, verifying Chart of Accounts, ensuring departmental policy compliance, and reviewing attachments.

Prerequisite: Basic for Shoppers

Requisition/Org Node Approver Presentation

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May 19, 2021
Course #: BEESS954-05192021

September 15, 2021
Course #: BEESS954-09152021

Match Exception Preparer and Voucher Approver

Includes an overview of what the Match Exception Preparer role is about, important things to remember, best practices, and tips on how to research/process the clearing match exceptions, identifying the root cause of issues, documenting and attaching necessary documents. It also includes an overview of what the Voucher Approver role is about, important things to remember, best practices, terminology, voucher workflow and tips on how to review requisition accuracy,  approve, route or reject vouchers.

Prerequisite: Basic for Shoppers

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June 23, 2021
Course #: BEESS955-06232021

November 17, 2021
Course #: BEESS955-11172021