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REQUISITION FOR A PURCHASE ORDER

A process-based learning solution designed to help employees accurately create and submit purchase requisitions in the Common Financial System.
Higher Education • Procurement • PeopleSoft • Process Training • Financial Systems

MY ROLE

INSTRUCTIONAL DESIGNER
E-LEARNING DEVELOPER
SCRIPTWRITER
MULTIMEDIA PRODUCER
STORYBOARD DEVELOPMENT
VISUAL DESIGN
SOFTWARE SIMULATION
AUDIO NARRATION
VIDEO PRODUCTION


LMS PUBLISHER

CLIENT

INTERNAL HUMAN RESOURCES

AUDIENCE

NEW EMPLOYEES

DURATION

9:10 MINUTES

TOOLS

ADOBE CAPTIVATE
ADOBE PHOTOSHOP
ADOBE ILLUSTRATOR
ADOBE AUDITION

Business Challenge

University employees were responsible for creating purchase requisitions that complied with procurement policies while navigating a complex PeopleSoft interface. Errors in requisition submissions could delay purchasing, require additional review by Procurement, and increase administrative workload. Employees needed a clear, repeatable process that reduced mistakes and improved confidence when creating purchase orders. 

Learning Solution

I developed an interactive e-learning course that walks learners through the complete requisition process, from obtaining a supplier quote through validating the budget status and submitting the requisition. The course combines software simulation, guided practice, process explanations, and best-practice recommendations to help employees understand not only how to complete each step, but why each step is important. 

Project Highlights

  • Demonstrated the complete purchase requisition workflow from quote to submission.
  • Incorporated interactive software simulations within the PeopleSoft environment.
  • Explained procurement terminology and purchasing concepts before system training.
  • Reinforced organizational best practices to reduce common submission errors.
  • Included guidance for comments, attachments, approvals, and budget validation.
  • Structured content into logical sections that supported self-paced learning. 

Impact

This course standardized the purchasing process for university employees by providing a consistent, step-by-step learning experience. Learners gained a better understanding of procurement policies while developing the confidence to complete requisitions accurately within the Common Financial System.

By combining procedural instruction with contextual explanations and practical tips, the training helped reduce avoidable errors, supported compliance with procurement requirements, and improved the efficiency of purchase order processing across departments.

Core Competencies

  • Process Analysis
  • Workflow Documentation
  • Financial Systems Training
  • Performance Support Design
  • Scenario-Based Learning
  • Information Architecture
  • User Experience Design
  • Learning Content Organization
  • Knowledge Transfer
  • Business Process Communication