Finance Administration and Practices Training Program
The Finance Administration & Practices Training Program is designed to support learners by offering role-specific learning paths, web-based training, and review sessions with practice opportunities. Training courses can be completed through the UC Learning Center under Finance Administration and Practices. Depending on your responsibilities, you may find it helpful to take additional courses beyond your primary learning path.
Training is designed as a three-part learning experience:
- Web-based training provides job-specific instruction tailored to your role, covering financial system-based business processes, what-if scenarios, best practices, and workflow approvals.
- Workshops follow the web-based training and offer hands-on "review and practice" experience in the Oracle training environment.
- Training resources are quick reference guides and videos available to assist you with completing tasks on the job.
Web-Based Training (WBTs)
The web-based trainings (WBTs) are available anytime and offer job-specific financial courses covering system-based business processes, what-if scenarios, best practices, and workflow approvals. Be sure to collaborate with your supervisor to identify the right learning path for you!
Finance Administration and Practices Training by UC Riverside Business and Financial Services
Learner Paths - UC Learning Center Links
| 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:
|
| 6. Specialized Processes & Programs | Specialized courses cardholders, SAAs, petty cash handlers, etc. |
| 7. Requester | |
| 8. Legacy Library | Available for legacy system/data knowledge and historical financial reporting. |
Workshops - Review & Practice
Before taking a workshop, please complete all required prerequisites (e.g., the Buying & Paying WBT must be completed before taking the Buying & Paying workshop). Your department's SAA must assign the appropriate roles in EACS for access to the Training - Oracle Financials training environment for workshop completion.
Note: As part of the Impact23 Program launch in July 2023, initial workshops were held via Zoom and are now being transitioned into web-based review and practice modules
| Workshop Name | Link |
|---|---|
|
Reporting Tools & Dashboard Review & Practice |
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Oracle: Buying and Paying Review & Practice |
Coming Soon |
|
Oracle: Budget Review & Practice |
Coming Soon |
|
Oracle: Project Portfolio Management for Contracts and Grants Review & Practice |
|
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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 |