ITS Training Toolkit

Welcome!

This page is a repository for training information developed and curated by UCR ITS.

Office 365 Training ServiceLink Training General Systems Training ITS Internal Training

Interactive Tutorials

UCR Microsoft Teams Guide
This guide provides an overview of Microsoft Teams functionality including using chat and teams, creating teams and managing meetings using teams.

UCR OneDrive Guide
This guide provides an overview of OneDrive functionality including creating and sharing folders, uploading to OneDrive and how to synch OneDrive files with your computer or device.

UCR SharePoint Guide
This guide provides an overview of SharePoint, including using SharePoint pages, SharePoint Document Libraries, and editing and creating SharePoint pages.

Reference Materials
Microsoft Teams Introduction
When should I use OneDrive vs. SharePoint?
Security Guidelines for Storing and Sharing Cloud Data

Knowledge Base Articles
Office 365 - Student Advantage and Download Directions
Office 365 - Download and Install Office

Additional Resources
Additional Teams Information from Microsoft
Additional OneDrive Information from Microsoft
Additional SharePoint Information from Microsoft

Classroom Materials
ServiceLink Projects for Campus Partners
This module demonstrates the access campus partners have to Projects and Project Tasks in ServiceNow.

Reference Materials
Submitting and Tracking Tickets in ServiceLink
This job aid provides an overview of the ServiceLink Homepage and how to submit and track support tickets.

Training Videos
Submitting Tickets for Remote Workers
This video demonstrates how to submit tickets when working remotely.

Knowledge Base Articles
Using the ServiceLink Portal
Knowledge base (ITS) - Introduction and Purpose Statement

General Systems Training

Interactive Tutorials

Introduction to Power BI
This course provides an overview of the Power BI Service and Desktop. It introduces you to the various elements of Power BI, as well as how to connect and work with data. The course will also provide you with the basics of building and publishing reports.

Introduction to Drupal
This course provides a basic overview on how to use Drupal to edit existing web pages as well as creating new pages / content.

UCR DocuSign Guide
This guide provides an overview of DocuSign functionality including the signing and sending of documents, setting up documents for completion and signature and completing and signing received documents.

Training Videos

Introduction to Multi-Factor Authentication
This video provides an overview of Multi-Factor authentication at UCR.

Knowledge Base Articles
Activate and Log In to a DocuSign Account
When to Send Documents in DocuSign
Multi-Factor Authentication (MFA) - FAQ
Multi-Factor Authentication (MFA) - SMS Only Phone Instructions
Multi-Factor Authentication (MFA) - Emailed or Downloaded Passcodes Instructions
MyAccount - General Information

Additional Resources
Power BI Learning from Microsoft
DocuSign Support
websites.ucr.edu - Provides a wealth of Drupal information including information on workshops, a how to guide and requesting and launching sites.

Support Catalog Items
Launch a Drupal Website
This form is to request the date for launching a CMS (Acquia Drupal) website. For example, something.ucr.acsitefactory.com to display as something.ucr.edu.

Request a Campus Website
This form allows eligible staff and faculty members to request either a Drupal CMS site or hosting space.

ITS Internal Training

UCR ITS Resources

This section of the page houses internal ITS training content and is only applicable to ITS employees.

Interactive Tutorials
Creating ServiceNow Support Tickets
This tutorial provides and overview of how to create ServiceNow Incidents and Requests on the behalf of the customer.

Working ServiceNow Incidents
This module demonstrates how to work on and resolve Incidents in ServiceNow.

Note: To access the content below, an active ServiceLink Portal login session is required. To login to ServiceLink, click the Login link at the top right of the screen.

Classroom Materials
Introduction to ServiceNow Proposal Management
This course guides the user through the Inquiry intake process, how Proposals are created and how to manage Proposals.

Introduction to ServiceNow Project Management
This course is a follow-up to the Intro to Proposal Management module. It builds on what was learned in the first module and guides the users through the project management process in ServiceNow.

Reference Materials
Using ServiceNow Reports, Pages and Dashboards
This document is intended to get new users up and running on creating Reports, Pages and Dashboards in ServiceNow.

ServiceNow Project Tasks
This document provides an overview of ServiceNow Projects and how to work with assigned Project Tasks.

ServiceNow Sub Project Workflow
This documents establishes a workflow for the creation of sub projects to minimize duplication of projects in ServiceNow.

Knowledge Base Articles
Requirements and Steps to Submit a Knowledge Article

General Job Aids

Resetting Security Questions and or Passwords in MyAccount
This document provides the steps to verify a user’s identity and reset their security questions and or password using MyAccount.

Editing Webpages Using Drupal
This document provides a basic overview on using Drupal to edit existing ITS web pages as well as creating new pages / content.

Templates

The templates below can be used by ITS staff for the creation of documents and presentations.

Job Aid / Document Template (Word)
Presentation / Meeting Template (PowerPoint)
Training Session Template (PowerPoint)

Featured Training

Your Guide to Working From Home
First time working from home? This guide will get you up and running in no time.

Your Guide to Google Drive (R'Docs)
This guide provides basic information and access to resources that will help you get up and running on Google Drive (R'Docs).

Submitting Tickets for Remote Workers
This video demonstrates how to submit tickets when working remotely.

Submitting and Tracking Tickets in ServiceLink
This job aid provides an overview of the ServiceLink Homepage and how to submit and track support tickets.