Recorded Events

Watch Anytime

Did you miss an event or live webinar? Recorded events are available to watch on-demand at your convenience.

Past Events & Support

Impact23 User Group
The Impact23 User Group meeting consolidates the former C&G, eBuy/AP, and UCRFS user group meetings. This user group serves as a space for sharing detailed decisions regarding the future state financial system.
Date	Topics	Presentation/Recording
Oct 15, 2024	Award dates in Oracle PPM, Rollover now available, FYE Update & Monthly Ledger Close, New Regulations on Restricted Vet/Medical Supplies, New Promotional Suppliers, Understanding Encumbrances in Oracle, Concur COA changes by Approvers, Moving to Weekly PCard expense reports, travel allowances: itinerary, T&E Card Per Diem Offset and more!	Impact23 User Group Presentation Watch the Recorded Session Now
Jun 25, 2024	Fiscal Close, Sponsor Invoicing, Deficits, Fixed Price, new Budget Reports, Rollover Process, Budgeting Practices, Proposed Changes to Looker Finance Data, Financial Data Reminders, New PTP Releases, Looking Up Payment Information, Booking Travel with UCR Prepaid Methods, Training Updates, Concierge Helpline Phase-Out and Supplier Registration Resources	Impact23 User Group Presentation Watch the Recorded Session Now!
May 30, 2024	Fiscal Close, Boundary System Updates including Web Recharge, Impact23 Known Issues, Concur Transaction Posting Delays in Oracle, Best Practices for Reconciliations and Requesting Support, Concur Profile Deactivation, New Oracle Budget Reports, Sponsor Invoicing, Cost Share, Department Invoice Hold Report, Purchase Order Detail Activity Report with Demo, Foreign Non-Resident Payments subject to Withholding, Manual Non-Payroll Cost Transfers, Training & Support	Impact23 User Group Presentation Watch the Recorded Session Now!
Mar 20, 2024	Month End Closing, Boundary System Updates, New Financial Reports, Submitting a Report Ticket, Concierge, Office Hour Changes, Review of Known Issues, Budget Distribution Page training, New Project Code Requests, Sponsor Invoicing, General & Employee Liability Costs on PPM Projects, C&G Funding and Budgets, Kuali Interface to Oracle, Travel & Expense Updates and Known Issues, Meeting & Office Hour Updates.	Impact23 User Group Presentation Watch the Recorded Session Now!
Feb 27, 2024	Month End Closing, Boundary System Updates, New Financial Reports, Submitting a Report Ticket, Concierge, Office Hour Changes, Review of Known Issues, Budget Distribution Page training, New Project Code Requests, Sponsor Invoicing, General & Employee Liability Costs on PPM Projects, C&G Funding and Budgets, Kuali Interface to Oracle, Travel & Expense - Attendee Type Addition, List of Attendees (expense & type), Official Host & signature, Update Attestations, Per-Person Cost Average, Anthony's Travel update regarding visas to Brazil, Dell Marketing Suppliers, Procure-to-Pay reminders, and Additional Approvers job aid.	Impact23 User Group Presentation Watch the Recorded Session Now!
Jan 30, 2024	Month End Closing, Boundary System Updates, New Financial Reports, Submitting a Report Ticket, Concierge, Office Hour Changes, Review of Known Issues, Budget Distribution Page training, New Project Code Requests, Sponsor Invoicing, General & Employee Liability Costs on PPM Projects, C&G Funding and Budgets, Kuali Interface to Oracle, Travel & Expense - Attendee Type Addition, List of Attendees (expense & type), Official Host & signature, Update Attestations, Per-Person Cost Average, Anthony's Travel update regarding visas to Brazil, Dell Marketing Suppliers, Procure-to-Pay reminders, and Additional Approvers job aid.	Impact23 User Group Presentation Watch the Recorded Session Now!
Nov 28, 2023	Month End Closing, Boundary System Updates, Moving & Relocation Update, Oracle Budget Report Updates, Intercampus Transfer of Funds (ITF) Process, Budget Distribution Page (BDP) Updates, Payroll Certification, Salary, Wages, and Benefit Update, Procurement and Accounts Payable Update, Other Contract and Grant Related Updates, Recently Added Known Issues, Evaluating Invoice Holds, Fisher Unconverted PO's, PI Invoice Approval Process, Travel & Expense Updates and Known Issues, Meeting & Office Hour Updates.	Impact23 User Group Presentation Watch the Recorded Session Now!
Sept 14, 2023	System Deployment Tracker Updates, Financial Reports: Reconciliation of Various Data Sources, Salary Cost Transfer Application, July Payroll and Suspense Funding, Oracle Budget Workforce, PPM COA Values, New Project Request Guidance, Oracle Supplier Portal – Enhancement Priorities, and more!	Impact23 User Group Presentation Watch the Recorded Session Now!
Aug 3, 2023	Deployment Updates, Budget & COA, Contracts & Grants, Procure to Pay, and Travel & Expense Updates	Impact23 User Group Presentation Watch the Recorded Session Now!
Jun 13, 2023	POETAF to GL Chartstring Guidance, MTA Update, Receive eBuy POs, PCard Transition and Pickup, UCPath Cutover and Training Updates!	Impact23 User Group Presentation Watch the Recorded Session Now!
May 9, 2023	ePay Backup Guidance, PO Conversion, Check Outsourcing, WO System Key Dates and Training in UCLC	Impact23 User Group Presentation Watch the Recorded Session Now!
Apr 6, 2023	Adding and Associating Guest Travelers in Concur, Cutover Deadlines & Blackout Periods, and Fiscal Close Dates.	Impact23 User Group Presentation Watch the Recorded Session Now!
Feb 23, 2023	Cutover Activities & Fiscal Close, Payroll Certifications, UCPath Setup & Cleanup Cutover Activity for Fund 69993, System Demos and Office Depot Business Portal	Impact23 User Group Presentation Watch the Recorded Session Now!
Jan 19, 2023	System Integration Testing Update, Change Impacts - Procurement and Chart of Accounts, and Training Overview	Impact23 User Group Presentation Watch the Recorded Session Now!
Nov 15, 2022	Individual Tester Nominations, UC Oracle Mini-Summit Key Takeaways, Faculty Collaboration & Feedback, ServiceLink Financial Tool Updates, & University Card Updates	Impact23 User Group Presentation Watch the Recorded Session Now!
Sept 21, 2022	Concur Departmental Reports in iReport, PCard Transaction Limit Increase, Retiring Miscellaneous Agreements, Supplier Strategy	Impact23 User Group Presentation Watch the Recorded Session Now!

Concur User Group
The Concur User group is primarily for Travel Arrangers and departmental staff who must stay up-to-date on travel policy and procedures and manage business travel in Concur. Users can further their understanding of pre-trip requests, travel booking options, paying with the Travel & Entertainment Card, processes for reporting travel expenses on an expense report, and how to take advantage of mobile tools.
Date	Topics	Presentation/Recording
November 22	Booking with Anthony Travel, Travel Booking Reminders, Email Notification Deployment & Travel Policy Updates	Concur User Group Presentation Watch the Recorded Session Now!
October 5	Deployment Update, Concur Departmental Report Enhancements, Expense Report Status Definitions, New Concur Resources, & Sabbatical/Supplements/Mileage Only Guidance	Concur User Group Presentation Watch the Recorded Session Now!
August 10	Cash Advances, Mobile Tools, New Employee Vendor Request	Concur User Group Presentation Watch the Recorded Session Now!
June 2	Concur Travel and Expense Q&A	Watch the Recorded Session Now!

Office Hours

Impact23 Events

Impact23 Events
Events focused on specific topics with Impact23 members and campus participants to build awareness and educate people throughout the transition to new Impact23 systems.
Navigating Supplier Registration Series - A learning opportunity designed to provide practical guidance on various supplier registration processes Session 1 - Thursday, July 25: Presentation & Recording Focus on reimbursement-only suppliers, non-PO suppliers (payees), and modifying existing suppliers. Session 2 - Thursday, August 1: Presentation & Recording Focus on foreign non-resident supplier payments, searching for suppliers, and department supplier registration reports. Session 3 - Thursday, August 8: Presentation & Recording Focus on purchase order suppliers, tax form(s) review, and supplier registration support. Slack/Oracle Guided Learning Information Session - Discover how to utilize the platforms and join your preferred channels! Slack Information Session October 19, 2022 - Informal conversation on the new COA Flex 1 & Flex 2 segments. Round Table Discussion - Chart Fields Flex 1 & 2 Downloadable Presentation September 28, 2022 - Informal conversation on the new COA Project segment and Oracle PPM: Capital Projects & Grants. Round Table Discussion - COA Project & Oracle PPM Projects March 30, 2022 - A 1 hour foundational change management session to better understand how to successfully sustain change for an ERP implementation. Change and Resistance Seminar

Events focused on specific topics with Impact23 members and campus participants to build awareness and educate people throughout the transition to new Impact23 systems.

Navigating Supplier Registration Series - A learning opportunity designed to provide practical guidance on various supplier registration processes
- Session 1 - Thursday, July 25: Presentation & Recording
  Focus on reimbursement-only suppliers, non-PO suppliers (payees), and modifying existing suppliers.
- Session 2 - Thursday, August 1: Presentation & Recording
  Focus on foreign non-resident supplier payments, searching for suppliers, and department supplier registration reports.
- Session 3 - Thursday, August 8: Presentation & Recording
  Focus on purchase order suppliers, tax form(s) review, and supplier registration support.
Slack/Oracle Guided Learning Information Session - Discover how to utilize the platforms and join your preferred channels!
Slack Information Session
October 19, 2022 - Informal conversation on the new COA Flex 1 & Flex 2 segments.
Round Table Discussion - Chart Fields Flex 1 & 2
Downloadable Presentation
September 28, 2022 - Informal conversation on the new COA Project segment and Oracle PPM: Capital Projects & Grants.
Round Table Discussion - COA Project & Oracle PPM Projects
March 30, 2022 - A 1 hour foundational change management session to better understand how to successfully sustain change for an ERP implementation.
Change and Resistance Seminar

Past Town Halls

UC Riverside’s Impact23 program is a multi-year initiative to modernize our financial systems. As part of our efforts to prepare and educate the campus, the program team hosts Town Hall sessions to provide updates and share critical information.

Impact23 Summit

Tuesday, 3/7

Session Name	Description	Recording/Presentation
Using the New COA	Chart of Accounts replaces the Full Accounting Unit on July 1st. In this session, we will review the COA segments and definitions, valid chart string combinations, how to code transactions in Oracle, and review the new Golden Tree Viewer.	Session Recording Presentation Slides
Demo: Oracle Basic Navigation & Inquiry Role Brain Break: New Terms & Concepts	In this interactive trivia game, we'll test your knowledge of the most frequently used terms and concepts that will become part of your day-to-day in the future state. Insider tip - you'll be able to find the answers on the Impact23 website!	Session Recording Presentation Slides
Budget Management in the New Systems	Budget management will involve accessing data in the Oracle Budget (EPM module), PPM subledger and GL. Come hear how data will move across subledgers, where to access budget details, what budgetary controls will be in place, and how you can monitor for deficits.	Session Recording Presentation Slides
Boundary Systems - Remediate, Retrofit, Rebuild	Learn about boundary systems, watch a demo of the retrofit One Time Payment Tool, a demo of a rebuilt application, Looker, used for analytics on various campus datasets, and a demo of a collection of rebuilt work order systems into the ServiceNow platform.	Session Recording Presentation Slides

Tuesday, 3/14

Session Name	Description	Time
Navigating Impact23 as an Academic	We will cover the Faculty Advisory Workgroup engagement and Faculty/PI Learning Pathway/Training	Session Recording Presentation Slides
Intro to Kuali Proposal Dev, including COI	This session will be a live demonstration of UCR's new proposal development system by the Kauli vendor. We will show the interface, the various components for submitting a proposal, including COI, and Kuali features that enhance the user experience.	Session Recording Presentation Slides
Kuali Research Tools	We will run through Kuali features, including the various systems/processes that will be replaced by Kuali Compliance and Build in the future. We will show users a new Kuali Build form - e.g., PreAward Spending Requests, Material Transfer Request, Subaward/Subcontract Request Form, and more!	Session Recording Presentation Slides
How to Maintain your Award in Oracle	In the presentation, we will discuss how to check on award status, what the dashboard looks like, what the reports look like, and how/where to locate C&G information in Oracle.	Session Recording Presentation Slides

Thursday, 3/16

Session Name	Description	Time
From Requisition to PO	Learn about the logic behind why/when users should select the Purchase Order route (vs PCard), show the selection of items within a catalog/punchout, how to input a chartstring or POETAF, and discuss approval workflow for the various request types.	Session Recording Presentation Slides
Brain Break: Buying and Paying Game System Demo: Office Depot Business Portal Demo		Session Recording
Supplier Strategy & Source Selection	Discuss PO conversion criteria and the Campus-wide supplier strategy, when/how to initiate a supplier request, the Small Business First Program and how to search for suppliers in Oracle using their Business classification, and more!	Session Recording Presentation Slides
Payment Matrix & PCard Program	What's changing with the PCard program, PCard (Allowable Use), Eligibility, and Reconciliation	Session Recording Presentation Slides
Concur for Non-Travel Reimbursements	Concur Phase II policy additions, what's retiring from ePay and moving to Concur AND what is remaining in ePay, Business Meeting and Entertainment related expenses on the Travel and Entertainment (T&E) card, employee reimbursements in Concur, and more!	Session Recording Presentation Slides

Wednesday, 3/22

Session Name	Description	Time
Faculty Portfolio & Financial Reporting	PI reports in PPM, Financial Reports for Faculty, Oracle Budget EPM Reports, and Oracle Department Operational reports overview.	Session Recording Presentation Slides
What's Next: Cutover	View and discuss due dates for department cutover activities, Q&A	Session Recording Presentation Slides
What's Next: Fiscal Close	View and discuss due dates for department fiscal close activities, Q&A	Session Recording Presentation Slides
What's Next: Training	Training plan, Web-based and Instructor-led training, and current training resources	Session Recording Presentation Slides
SUMMIT CLOSING & Executive Ask Me Anything	Ask the Executives questions about the program/changes/decisions!	Session Recording

Impact23

Past Events & Support

Impact23 User Group

Date

Topics

Presentation/Recording

Concur User Group