Course Name

Course Description

Intended Audience

Use of Value Navigator for Reserves Management

Description
This course will provide an overview of those features of Value Navigator intended to assist with the management of reserves.

Course topics include:

• Setting up the reserves management process * *
  • Categories of Change to be tracked
  • Use of Reserves Statuses for approved reserves
• Recording revisions to reserves
  • Categories of reserves revisions
  • Change Records
  • Reserves Status for Change Records
• Balancing and Promoting Reserves
  • Identifying unbalanced entities
  • Batch categorization of changes
  • Promotion of balanced entities to appropriate reserves status
• Reserves Reconciliation at the end of the reporting period
  • Steps in the reporting period process
  • Balancing all entities in the Accepted Reserves copy
  • Reporting
  • Posting Reserves
• Setting up to manage reserves in a new reporting period

Course Length
Hands-on, 3 hours

Date and Time
Call for next available date

Those persons responsible for management of reserves for the organization.