July 11, 2025

Know the various options to get help as you navigate the new financial landscape.

Call the FMM Help Desk

805-893-5400 (Mon-Fri, 10am-3pm)

Dedicated team of experts to resolve or escalate issues

For any FMM-related questions.

Get system or topic-specific support from subject matter experts.

Stay updated on items the team is already aware of and working to resolve.

New: Go-Live Guide

Reference this document to navigate the new system and locate appropriate resources.

Action Needed: Install Whatfix for Concur

In-application guidance, tips, and access to a knowledge base as you complete tasks.

Go-Live Support Town Hall (Hybrid)

Tuesday, July 29 from 10am-12pm in Corwin Pavilion

Go-live dates to note:

Action Required: Overdue Gateway Training

If you still need to complete required training for your Gateway role, please do so as soon as possible.

If you did not complete training in time, you will experience a delay in system access which may impact department purchasing activities. 

Required Training by September 30

Additional courses are required for Research Financial Analysts and Faculty Funds Project Analysts by September 30 to maintain OFC system access. More offerings will be provided if you cannot attend these sessions.

Live Courses:

E-Learning:

New User Guides: Financial Systems & Processes

The Office of Financial Training has recently updated their website and added new resources for users, including additional purpose code guidance and resources for sponsored projects management.

Please encourage any staff members who may be impacted by FMM to enroll in the FMM mailing list so they can stay up-to-date on this upcoming transition. 

Submit a contact form on the FMM website.