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Course design

Pro304 — Chartfields: Navigating Financial Transactions At UF

Systems Training · Instructional Design · WCAG Compliance

A 45-minute course on UF's ChartFields — the backbone of the university's accounting system — that earned an NPS of 88 and a place in the PRO3 Fiscal Certification.

  • Course Design
  • Accessibility
The ChartFields course title screen — “ChartFields: Navigating Financial Transactions at UF” with a Start Course button over a compass and calculator.Course Design

The Problem

Staff who process financial transactions needed to understand ChartFields — the data fields that tell the story of every transaction — but the concept is abstract and easy to get wrong.

Design Story

Building on the Color of Money course, I created the next course in the fiscal-certification track, focused on the accounting structure behind the funds.

Complexity

ChartFields are technical and interdependent; learners needed both a clear mental model and practical “how do I enter this correctly” guidance.

Make the abstract concrete — define each field, show how it appears in myUFL, and reinforce with low-stakes practice so the structure sticks.

The Designed Solution

A 45-minute course covering the core “Basic Six” ChartFields, the extended string, transactions in practice, and reconciliation — with mini-quizzes throughout and an 80%-to-pass final assessment.

Design Decisions

  • Sequenced from “what is a ChartField” to “the full string in practice.”
  • Used frequent mini-quizzes — which learners specifically called out as a highlight — to reinforce.
  • Built to WCAG 2.2 AA as part of the standard course pipeline.
A bar-chart dashboard with a magnifying glass examining the data.
ChartFields shape every financial report and reconciliation the course covers.
A professional working at a desk in an office.
The course frames the accounting structure around the staff who record each transaction.

The Result

A clear, practical introduction to a dry-but-critical topic.

Impact

Learners reported a better ability to identify expenditure purposes and enter ChartFields correctly; the course earned an NPS of 88.

Outcome

Published as part of the PRO3 Fiscal Certification; 118 learners to date.

Explore The Course

PRO304 · Rise 360 · keyboard and screen-reader accessibleOpen full screen ↗