The Financial Management Modernization (FMM) training program will incorporate a variety of approaches to prepare users for the transition to Oracle Financials Cloud (OFC) and the Common Chart of Accounts (CCOA). FMM training is being led by the Office of Financial Training, a new campus resource dedicated to providing training on all financial systems, policies, and processes, as well as supporting a standardized baseline of financial knowledge among employees with financial responsibilities.

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 Training Required by June 30

Research Financial Analysts (RFAs)

All training listed as required by 6/30/25 in the RFA learning pathway. Total of 9 courses related to OFC navigation, sponsored award setup and maintenance, post-award processes, Gateway, and FERPA.

View RFA Learning Pathway

 

Faculty Funds Project Analysts

All training listed as required by 6/30/25 in the Faculty Funds Project Analyst learning pathway. Total of 5 courses related to OFC navigation, faculty funds business processes, and Gateway.

View Faculty Funds Project Analyst Learning Pathway

 

Role Security Administrators (RSAs)

Two required courses: RSA training and IS-3 Electronic Security Policy training.

View RSA Learning Pathway

 

Recharge Centers

One required course on Income & Recharge Center basics.

View Recharge Center Learning Pathway

 

Required Gateway training must be completed by July 8

Role-specific training is available in the UC Learning Center for:

  • Requestors & Department Analysts
  • Approvers (FRU Approvers & Department Invoice Approvers)
    • Note: Project Analysts with a Gateway Approver role must complete training by June 30
  • Allocators
  • Receivers

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Learning Pathways

How do I know what training I need to take? View learning pathways for each system to find out what training is recommended based on your role

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Training Calendar

View the master schedule of all instructor-led training for FMM

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