X5 training

TRAINING FOR COSTING CREATORS

Expand All

 

This half hour presentation is aimed at new administrators, research facilitators, finance officers or other departmental staff who need to have an understanding of full economic costs (FEC) and who will be creating costings in X5. It is a prerequisite for the 'X5 for costing creators' course below.

INTRODUCTION TO FEC

After viewing the FEC video, you may find the handout of the slides helpful:

Please note that training videos should not be viewed via Remote Desktop, as this tends to cause sound and quality issues. Please also avoid viewing them in Chrome, as you may not be able to rewind/fast-forward when viewing them via this browser. If you have any other technical problems viewing them please email the X5 helpdesk.

 

This online course is a hands-on PC-based course with practical exercises. It is a basic course aimed at new administrators, research facilitators, finance officers or other departmental staff who will be creating costings in X5 and need an overview of the costing creation process.

Training is divided into 9 modules, each consisting of a half hour training demonstration, followed by an individual training activity to carry out in a training environment. The training videos are available to view at any time, but you will need to email X5 training to book a week in which to complete the individual training activities, which will be emailed to you upon booking. 

Please note that training videos should not be viewed via Remote Desktop, as this tends to cause sound and quality issues. Please also avoid viewing them in Chrome, as you may not be able to rewind/fast-forward when viewing them via this browser. If you have any other technical problems viewing them please email the X5 helpdesk.

 

 

We are not currently able to run this course remotely, but will update this page once we have found a suitable solution for delivering this course. In the meantime, please refer to the X5 guide to collaborative costings   . The document covers the key things to be aware of when working on internal collaborative costings. 

TRAINING FOR APPROVERS

Approvers, senior approvers and principal investigators

Training for costing approvers, principal investigators and senior approvers is available via the online screencast below. 

https://sharepoint.nexus.ox.ac.uk/sites/researchservices/videos/_layouts/15/videoembedplayer.aspx?site=3df7ec384854424d8e3e726e9b8c1dd1&web=46923c69db1a432f9fa6eea5284b9cc4&folder=7831d4fb8166495d9874a4eb4999e3d8&img=https%3A%2F%2Fsharepoint%2Enexus%2Eox%2Eac%2Euk%2Fsites%2Fresearchservices%2Fvideos%2FVideo%20library%2FApproving%20costings%2FPreview%20Images%2Fapproving%2Dcostings%5Fmp4%2Epng&title=1&lHome=1&lOwner=1

 

Guides for PIs and departmental approvers can be found in our quick reference guides section on the 'How to use X5' page

We encourage all approvers and senior approvers to watch this video and read the guides before they start to use X5. This also applies to any principal investigators who are going to provide approval on X5. Users with these roles may also benefit from viewing the other training videos under the 'Other online videos' tab on this page, for an overview of the system.

Please note that training videos should not be viewed via Remote Desktop, as this tends to cause sound and quality issues. Please also avoid viewing them in Chrome, as you may not be able to rewind/fast-forward when viewing them via this browser. If you have any other technical problems viewing them please email the X5 helpdesk.

OTHER ONLINE VIDEOS

Please find below some brief training videos that provide a basic overview of the system and how to navigate around it, and also how to perform some specific tasks. 

Please note that training videos should not be viewed via Remote Desktop, as this tends to cause sound and quality issues. Please also avoid viewing them in Chrome, as you may not be able to rewind/fast-forward when viewing them via this browser. If you have any other technical problems viewing them please email the X5 helpdesk.