As part of the ongoing Financial Management Modernization (FMM) implementation, UCSB will re-launch the Gateway purchasing system on July 16 with several updates to accommodate the new campus financial system and processes.

Given these changes, some users will be required to complete role-specific Gateway training in order to maintain system access:

  • Project Analysts must complete training by Monday, June 30 in order to access Oracle Financials Cloud beginning July 1
  • All other Gateway users must complete any required training by Tuesday, July 8 in order to access Gateway beginning July 16. This includes any faculty who require Gateway access; these users will receive a direct notification if they have a role in Gateway that requires mandatory training. 

Gateway roles that require training and respective time commitments are as follows:

  • Requester and Department Analyst - 30 min.
  • Approver (FRU Approver, Project Analyst, Department Invoice Approver) - 15 min.
  • Allocator - 15 min.
  • Receiver - 10 min.

Training is available now in the UC Learning Center. While we are in the process of assigning training based on role assignments, users do not need to wait until training is formally assigned to complete the course. Once assigned, employees can log in and go to “Required Training” to check their status, and supervisors can also see training completion status for their employees in the Learning Center by clicking on the “Manager Dashboard.”

Please complete this training as soon as possible. If this deadline is not met, users will experience delayed system access due to anticipated support request volume. After the deadline, Role Security Administrators will have to resubmit a role assignment request for the user in ServiceNow once training has been completed. Departments will not be able to submit requisitions containing Project or FRU values until the assigned approver completes training.

We appreciate your attention to this training deadline and flexibility as we approach UCSB’s upcoming financial transformation.