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Training Resources

Below are training resources in different formats to assist you in becoming proficient in CalUsource. We update these materials frequently so check back often.

  • Recorded webinars (some with slide decks): categorized by module, with the most recent webinar date on top
  • Guides and Job Aids: more in-depth than QRGs, these resources provide guidance on particular functions (like Evaluation) or job aspects (contract terms)
  • Online Training: videos outlining how to build an RFx or create a contract, along with some quick "how-tos" on specific tasks

Click the menu links (at right) to access our library of QRGs (Quick Reference Guides), outlining specific tasks in a step-by-step format, categorized by module.

Webinar Trainings

MODULE DATE RECORDED WEBINAR SLIDE DECK
General CalUsource 12.14.17 GEP Platform Sneak Peak N/A
8.20.18 Downloading/Uploading Price Sheets & Questionnaires N/A
Sourcing 6.19.18 Awarding an RFx N/A
5.21.18 New Enhancements and the Supplier Experience N/A
4.16.18 Sourcing Price Sheets N/A
3.19.18 The Evaluation/Evaluator Experience N/A
Contracts 7.2.18 Using Electronic Signatures pdf
6.4.18 Uploading Campus-Specific Templates into CalUSource pdf
5.16.18 Contract Search Training for OGC pdf
4.2.18 Searching for Contracts & Performing Advanced Reporting pdf
3.1.18 Uploading and Amending Contracts in CalUsource pdf
Spend Analysis 7.30.18 Mastering Spend Search Function pdf
2.13.18 Spend Analysis Training Webinar pdf
Supplier 4.30.18 Supplier Management pdf

Online Training Videos & Companion Guides

MODULE TRAINING VIDEO GUIDE DATE
General CalUsource Navigating CalUsource August 2018
Sourcing Building an RFx Building an RFx Guide July 2018
Contracts  

Guides / Job Aids

MODULE GUIDE / JOB AID VERSION DATE
General CalUsource CalUsource Classroom Training Guide January 2018
Sourcing CalUsource Evalutor Guide July 2018
Contracts Glossary of Contract Terms March 2018