The Impact23 Training Program is designed to meet diverse learners’ needs by providing persona-based learning paths, web-based training, and dedicated review and practice resources.
- Web-based training (WBTs) can be completed at any time and are job-specific training courses that cover system-embedded business processes, what-if scenarios, best practices, and workflow approvals. Some WBTs are prerequisites to registering for hands-on workshops.
- Workshops - Review & Practice Trainees are encouraged to register for job-specific Review & Practice sessions, where they can perform exercises and work through case studies in new system training environments. These workshops allow trainees to practice in the system to help ensure they are well-prepared for their job.
- Training Resources There are a number of resources available below on this page. The Oracle-related guides are also available in the Oracle Guided Learning widget within the software. The main types of resources include quick reference guides (QRG), Oracle Guided Learning guides (OGL), Slide Decks (SD), and microlearning videos (MLV). Please note, many QRGs contain demo videos within the file. These are also posted separately as MLV.
All registrations are available in the UC Learning Center under Finance Administration and Practices. Based on your departmental duties, you may benefit from completing a training course outside your "primary" learning path.
Training Information
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How do I access Impact23 Program training?
Learning Library Additional Details 1. Foundational Training Recommended for Department Requestor/Transactors & Department Analysts.
2. Department Transactor Concur: Travel Reimbursements training is primarily for Concur Users (Travel Arrangers).
3. Department Analyst If you/your department does not handle extramural funding (EMF), you do not need to complete the following Oracle: Project Portfolio Management for Contracts & Grants + Workshop.
4. Financial Managers & CFAO 5. Faculty, Researcher, & PD/PI If you/your department does not handle extramural funding (EMF), you do not need to complete the following:
- Kuali & Oracle Contracts & Grants for Academics
- Kuali: Research Systems & Tools
- Contracts & Grants for Academics Workshop
6. Specialized Processes & Programs Specialized courses cardholders, SAAs, petty cash handlers, etc. 8. Legacy Library Available for legacy system/data knowledge and historical financial reporting. -
Workshop - Review & Practice
Workshops were initially held via Zoom, but are in the process of being converted to web based review and practice modules.
Please ensure that you have completed all necessary prerequisites before registering for the workshop web based training (for example, if you wish to attend the Buying and Paying workshop, you must first complete the Buying & Paying WBT before registering). The appropriate roles in EACS should be assigned by your department SAA for the Training - Oracle Financials environment to have access to practice further.
Reporting Tools & Dashboard Review & Practice
Oracle: Buying and Paying Review & Practice
Coming Soon
Oracle: Budget Review & Practice
Coming Soon
Oracle: Project Portfolio Management for Contracts and Grants Review & Practice
Oracle: Financial Management review & Practice
Coming Soon
Oracle: Financial Management Reporting Review & Practice
Coming Soon
Finance & Research Systems for Academics (non-contracts and grants) Review & Practice Coming Soon Contracts and Grants for Academics Review & Practice Coming Soon
Training Resources
| Topic | Guide Name | Type | Link |
|---|---|---|---|
| Boundary Systems | Web Recharge - Service Provider (Fulfiller & Admin) | QRG | link |
| Boundary Systems | Web Recharge - Requester | QRG | link |
| Suppliers | New Payee Setup for Reimbursement - Refund Only | QRG | link |
| Receiving | Returns in Oracle Financials | QRG | link |
| Suppliers | Supporting Suppliers with Initial Login | QRG | link |
| Boundary Systems | Non-Payroll Cost Transfer | QRG | link |
| Procurement & AP | Invoice Holds & Resolutions | QRG | link |
| Procurement & AP | Add Approvers | QRG | link |
| Procurement & AP | PCard Documentation in OCF | QRG | link |
| Suppliers | (for suppliers) Accessing Supplier Portal Password Reset | QRG | link |
| Procurement & AP | Resolving Missing POETAFs on POs | QRG | link |
| Procurement & AP | Invoice Approval Guide | QRG | link |
| Procurement & AP | Adding and Updating Line in PO to Lump Sum | QRG | link |
| Procurement & AP | Invoice Hold Guide | QRG | link |
| Suppliers | (for suppliers) PO Supplier | QRG | link |
| Suppliers | (for suppliers) No-PO Supplier Individual or Company/Business | QRG | link |
| Kuali | How To for PIs - Navigating Kuali Research | QRG | link |
| Procurement & AP | Approval Process | QRG | link |
| Procurement & AP | Change Request | QRG | link |
| Procurement & AP | Procurement Statuses | QRG | link |
| Reporting | Reporting Tools | QRG | link |
| Oracle COA Management | Download to Excel File | QRG | link |
| Procurement & AP | Change Request for PO | QRG | link |
| Supplier | Requesting a Supplier | QRG | link |
| Internal | Impact23 Support Keywords | QRG | link |
| Procurement & AP | COA Tip Sheet | QRG | link |
| Procurement & AP | Commitments in Oracle Financials | QRG | link |
| Procurement & AP | Worklist Guide | QRG | link |
| Reporting | Scheduling an Oracle Financials Report - Custom BI | QRG | link |
| Procurement & AP | Review and Approve Requisition | QRG | link |
| Procurement & AP | Reject Requisition | QRG | link |
| Reporting | Generate an Oracle Financials Report | QRG | link |
| Procurement & AP | AP Communication Hold | QRG | link |
| Reporting | Annual Budget Report in Oracle Budget | QRG | link |
| Reporting | Ad Hoc Analysis in Smart View (Oracle Budget) | QRG | link |
| Procurement & AP | Set Vacation and Delegation Rules in Oracle Financials | QRG | link |
| Reporting | Account Analysis Report | QRG | link |
| Support | Glossary - Terms & Acronyms | QRG | link |
| Procurement & AP | Department Action - Invoice System Holds | QRG | link |
| Budget | Budget Layout Steps | QRG | link |
| General Ledger | General Ledger Source List | QRG | link |
| Procurement & AP | Restricted List | QRG | link |
| General Ledger | Chart of Accounts | QRG | link |
| Oracle Budget | Oracle Budget Navigation | QRG | link |
| Oracle Financials | Oracle Financials Navigation | QRG | link |
| General Ledger | PPM and POETAF Segment Design and Definitions | QRG | link |
| General Ledger | Oracle COA in Goldentree Demo | MLV | link |
| General Ledger | Correct Default Funding | MLV | link |
| Kuali | Kuali Build Features in Action | MLV | link |
| Kuali | Kuali IACUC Demo | MLV | link |
| Procurement & AP | End to End Procurement Process | MLV | link |
| Procurement & AP | Academic Invoices & Requisition Approval Processes | MLV | link |
| Boundary Systems | Non-Payroll Cost Transfer Video | MLV | link |
| Procurement & AP | Requesting a Reimbursement Refund-Only Supplier | MLV | link |
| Oracle Budget (EPM) | Creating a Funding Request | MLV | link |
| Training | Oracle Guided Learning | MLV | link |
| Procurement & AP | Final Close PO in Oracle Financials | QRG | link |
| Procurement & AP | Adding an Attachment to a Receipt | QRG | link |
| Procurement & AP | PCard vs T&ECard | QRG | link |
| Oracle Financials | Budgetary Control Dashboard | QRG | link |
| Oracle Financials | Budgetary Control Dashboard | MLV | link |
| Looker | User Interface Guide | QRG | link |
| Looker | Finance Video | MLV | link |
| Looker | Payroll Distribution Video | MLV | link |
| Boundary Systems | Web Recharge - Search Work Orders/Billing Inquiry | QRG | link |
| Boundary Systems | Web Recharge - Search Work Orders/Billing Inquiry Video | MLV | link |