The latest FMM updates and reminders
UCSB begins using Oracle Financials Cloud (OFC) and the Common Chart of Accounts (CCOA) on Tuesday, July 1
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Upcoming Deadlines & Dates to Know |
Some Oracle tools and existing campus applications will not be available right away. Be advised of the following go-live dates for additional functionalities:
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- July 7: UCPath Live with CCOA
- July 16: Gateway and Concur Live with CCOA
- July 21: FinHub Reporting Portal
- July 21: Oracle Enterprise Performance Management (EPM)
- July 25: OFC Fixed Assets
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Deadline to approve timely, non-payroll transfers (less than 120 days) moving costs to NON-federal or federal flow-through funds. (More information.)
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June 30: Cashnet unavailable
July 1-6: BARC unavailable
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Make sure you and your staff have completed any training required for system access. Visit the FMM Training page to review courses required for OFC and Gateway roles.
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| Additional Required Training for Research Financial Analysts (RFAs)
Please be advised that RFAs will also need to complete FERPA training prior to accessing Oracle Financials Cloud. This training must be completed by 5pm on Monday, June 30.
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Reminder: Required Gateway Training
Some users will be required to complete Gateway training in order to maintain system access. Required training has been assigned in the UC Learning Center and will take 15-30 minutes to complete depending on role.
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- Project Analysts must complete training by noon on Monday, June 30
- All other Gateway users must complete any required training by Tuesday, July 8
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Review Learning Pathways
These documents outline necessary training and available resources for department staff based on roles and systems.
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Additional Recommended E-Learning Available!
Courses include:
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- Understanding the CCOA
- Concur & Gateway Business Process Changes
- Internal Recharge Billing & Journal Submission Window
- Gateway Shopper
- And more!
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| Purchasing During Gateway Downtime |
We are in the midst of the procurement downtime period, and Gateway will remain unavailable until July 16. Departments should minimize spending during this time and use FlexCards for any purchases that cannot be delayed.
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New: The FMM Support page provides all the ways to get help with the new financial system, chart of accounts, and processes. The FMM Help Desk call center and ServiceNow form will be available beginning July 1.
Be sure you take advantage of resources like office hours for 1:1 support!
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Previous & Upcoming Events |
Go-Live Readiness Town Hall
Thank you to everyone who joined us in-person and virtually. If you were unable to attend, the recording & slides are posted on our News page.
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Save the Date: Hypercare Town Hall (Hybrid)
Tuesday, July 29 from 10am-12pm in Corwin Pavilion
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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.
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