OAKS CI Training & Job Aids (Agency/Higher Education)

computer The OAKS CI team is pleased to provide a growing bank of Job Aids and pre-recorded webinar sessions which can be viewed at any time. Registrations and passwords are not required. This list is updated as new information becomes available. 

 

All Users

 
Training Videos
Job Aids
Updated
 
Introduction to OAKS CI
Introduction to OAKS CI
Introduction to OAKS CI
2018-AUG 
How to Use DocuSign   
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2016-FEB 
Upload Documents 
Upload Documents
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2017-JUN
Custom Prints & Printing Records
Custom Prints & Printing Records
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2017-JUN
Types and Process of Change Orders   
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2017-JAN 
Create Action Items  Create Action Items
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2017-AUG 
Using the Expedited Deduct Change Order (A/E creation) 
Using the Expedited Deduct Change Order
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2017-AUG 
How to Handle Stored Materials    PDF Icon 2017-JUN
Vendor Evaluation   Vendor Evaluation   2017-SEP

 

 

Professional Services (AE, NF)

 
Training Videos
Job Aids
Updated
Create Subcontractor / Supplier Declaration (EDGE Consultants)  Sub/Supplier Dec (AE)
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2017-JUN 
Create Professional Services Agreement 
Professional Services Agreement
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2017-AUG
Create Professional Services Amendment Amendments
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2017-JUL 
Create Professional Services Pay Request
Pay Requests
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2017-JUL 
Review Submittals
Submittals
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2017-AUG 
Review Request for Interpretation (RFI) RFI
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2017-AUG 
Create Design Reviews
Create Design Reviews
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2017-AUG
Discussion Groups  Discussion Groups
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2017-JUN
Change Order - Proposal Request
Change Order - Proposal Request
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2017-AUG 
Create Meeting Minutes  Meeting Minutes
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2017-AUG 
Accept Work Assignments - Neutral Facilitators   Accept Work Assignments - Neutral Facilitators 2017-SEP


Contractor/CMR or DB

 
Training Videos
Job Aids
Updated
CMR-DB Process and Record Creation  
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2018-AUG
Contract Process   
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2016-MAY 
Create Subcontractor / Supplier Declaration
Sub/Supplier Dec (Contractor)
Create Subcontractor / Supplier Declaration pdf
2017-JUN 
Create Contract Schedule of Values (SOV) 
Create Contract Schedule of Values (SOV)
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2017-AUG 
Create GMP Amendment and Subcontract Distribution Create GMP Amendment and Subcontract Distribution
 
2017-AUG
Create Contractor Pay Request and Prevailing Wage Report  Create Contractor Pay Request
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2017-AUG 
Change Order - Proposal Request Change Order - Proposal Request
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2017-AUG 
Create Submittals 
Submittals
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2017-AUG 
Create Request for Interpretation (RFI)   RFI
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2017-AUG 
Create Schedule Approval Record   Schedule Approval
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2017-JUN 

 

Owner/Owner Financial

 
Training Videos
Job Aids
Updated
Contract Process  
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2016-MAY 
Types and Process of Change Orders   
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2016-AUG
Create and Apply Purchase Orders  Record Purchase Orders  PDF Icon 2017-AUG
Pay Request PO Review and Voucher
Review & Approve Pay Requests
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2018-OCT
Record and Apply Voucher 
Record & Apply Vouchers
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2017-JUN 
About Miscellaneous Expenditures: Commits and Invoices   
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2016-DEC 
Fund Work Assignments for Neutral Facilitators   Fund NF Assignments 2017-SEP

 

OFCC Staff

 
Training Videos
Job Aids
Updated
CMR-DB Process and Record Creation   PDF Icon 2018-AUG
Create Custom Prints
Create Custom Prints
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2017-JUN 
Create Action Items  Create Action Items
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2017-AUG 
Discussion Groups 
Discussion Groups
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2017-JUN 
Types and Process of Change Orders   
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2017-JAN 
Create and Apply Purchase Orders 
Record Purchase Orders
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017-AUG 
Record and Apply Voucher 
Record & Apply Voucher
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2017-JUN 
About Miscellaneous Expenditures: Commits and Invoices   
2016-DEC 
Milestones Business Process   
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2017-JUN 
How to Handle Stored Materials    PDF Icon  2017-JUN 
Create Work Assignments - Consultant List   PDF Icon  2017-JUN 
Professional Services Agreements - Consultant List   PDF Icon 2017-JUN 
Create Design Reviews  Create Design Reviews Create Design Reviews 2017-SEP
Vendor Evaluation   PDF Icon  2017-SEP 
Create Neutral Facilitation Work Assignments (PC)   Neutral Facilitation Assignments 2017-SEP

PS Provider Consultants (SFC-170999, SFC-170444, SFC-170555, SFC-170990)

 
Training Videos
Job Aids
 Updated
Professional Services Pay Request              
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2018-APR 

Specialty Consultants (SFC-150888, SFC-170888)

 
Training Videos
Job Aids
Updated 
Accept Work Assignments  
Accept Work Assignments
2017-JUN 
Create Professional Services Pay Request   
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2017-JUN 

RPC Consultants (SFC-150888, SFC-170888)

 
Training Videos
Job Aids
 
Create and Amend Work Assignments  
Create and Amend Work Assignments
2017-JUN 
Create Pay Request   
Create Pay Request
2017-JUN 
Approve Facility Assessor Pay Request   
Approve Facility Assessor Pay Request
2017-JUN 

Facility Assessors (SFC-150888, SFC-170888)

 
Training Videos
Job Aids
Updated 
Accept Work Assignments  
Accept Work Assignments
2017-JUN 
Create Pay Request   
Create Pay Request
2017-JUN 

 

Energy Projects

 
Training Videos
Job Aids
Updated
 
Energy Project Process for OAKS CI
 
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2017-AUG
Create Subcontractor/Supplier Declarations  
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2017-AUG 
Create Contract Schedule of Values (SOV)
 
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2017-AUG
Change Order Workflow
 
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2017-AUG
Create Contractor Pay Request  
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2017-AUG 

 

Full Trainings

 

Training Requests?  Please contact your Project Coordinator.

To change your OAKS CI Cloud environment password, use this link: https://ohio-primavera-idm.oracleindustry.com/oim