PALM TECH End User Training
The resources listed are in addition to, or supplemental of, PALM TECH training materials published in the statewide Learning Management System. We encourage you to visit this page often as new resources are added as additional needs are recognized.
The following categories contain resources such as Job aids, Videos, Tips & Tricks materials, and more.
Categories
Chart of Accounts
Graphics
- ChartField Definitions
- FLAIR Data Elements vs. Florida PALM ChartFields
- More Functionality, Fewer Codes
- COA Learning Tool - NEW!
- Statewide Chartfield DFS only - Mass Upload - Role: DFS COA Maintainer
- Fund Values - Roles: Agency GL Journal Processor, Agency GL Journal Approver
- Tips & Tricks: Explaining the Chart of Accounts: Presentation | Recording (register to view) | Q&A
Disinvestments
Checklist
- Approving Disinvestment Journals - Role: Agency GL Journal Approver
In Real Life (IRL)
Graphic
Job Aids
- Simplified Disinvestment Journal - Roles: DFS GL Journal Processor, Agency GL Journal Processor
- Personalizing the Create/Update Journal Entry Columns - Roles: Agency GL Processor, Agency GL Approver
- Journal Reversal - Roles: Agency GL Processor, Agency GL Approver
- Journal Deletion - Roles: Agency GL Processor, Agency GL Approver
- Disinvestment Informational - Roles: Agency GL Processor, Agency GL Approver
- Using SpeedTypes - Role: Agency GL Journal Processor
- Establishing SpeedTypes- Role: Agency COA Maintainer
- Disinvestment Journal Line Values- Role: Agency GL Journal Processor
Learning Opportunities
- Tips & Tricks: Disinvestments: Presentation | Recording (register to view) | Q&A
- Tips & Tricks: Implementing SpeedTypes: Presentation | Recording (register to view) | Q&A
Training Videos
General Information
Graphic
In Real Life (IRL)
Job Aid
Learning Opportunities
- Tips & Tricks: Making Florida PALM Work for You: Presentation | Recording (register to view) | Q&A
- Tips & Tricks: Resources at Your Fingertips: Presentation | Recording (register to view) | Q&A
Training Video
Query
Graphic
Job Aids
Job Aids
- Debit Memo Report - Roles: DFS Query Writer; Query Writer
- Deposit Queries and Reports - Roles: DFS Query Writer; Query Writer
- Scheduling a Query - Roles: DFS Query Writer; Query Writer
- Writing a Simple Query - Roles: DFS Query Writer; Query Writer
- Writing an Advanced Query - Roles: DFS Query Writer; Query Writer
Reporting
Graphics
In Real Life (IRL)
In Real Life (IRL)
- ChartField Value Report
- Crosswalk Value Report
- Debit Memo Reports | Placemat
- Investment Activity Reports | Placemat
- Reconciled Deposits Reports | Placemat
- Unreconciled Deposits Reports | Placemat
- CRA Reconciliation Workaround Process - Roles: Agency Banking Reporter, Agency CRA Processor, GL Reporter
- Tips & Tricks: Monitoring CRA Activities: Presentation | Recording (register to view) | Placemat
Tips & Tricks: Monitoring Deposits: Presentation | Recording (register to view) | Q&A - Tips & Tricks: Roadmap to Reports: Presentation | Recording (register to view) | Q&A