Business Operations Training
This page contains recordings of trainings done by the SOM Business Operations staff. Questions may be directed to the Business Operations trainer. Clicking the links will take you to a recording of the training stored on our Yuja platform.
Online Office Hours with the Business Operations Team
The Business Operations team hosts regular online office hours that provide staff and faculty with the opportunity to get answers about processes, specific transactions, or other business-related matters.
When: First and third Wednesdays of each month, with one-hour sessions based on your division.
- 10 am - Divisions 202 and 206 - Go to the Zoom meeting
- 11 am - Divisions 200, 201, 203, 204, and 205. - Go to the Zoom meeting
Procurement Training Video for Fiscal Year '25: Encumbrances
Held on November 6, 2024, the training was developed to help faculty, staff, and students understand how to manage encumbrances & invoice holds. Learners can also develop an understanding of the life cycle of purchase orders within Oracle Financials.
- Introduction
- Quick Oracle Review
- Procurement Roles
- High-Level PO Life Cycle
- Managing Encumbrances
- Managing Encumbrances
- Oracle Procurement Life Cycle Terminology
- Managing Invoice Holds
- Understanding Invoice Holds
- Resolving Invoice Holds
- Running the Reports
- UCR PO Encumbrance Report
- UCR AP Department report for Invoices
- Scheduling automatically generated reports
- Resolving Invoice Holds
- Completing the Encumbrance & Invoice Hold Release Request Form
- Demonstration for Identifying Cause of Invoice Hold
Upcoming Trainings
Invites to RSVP are sent via email about three weeks before training
Please reach out to abell@medsch.ucr.edu with any questions.
Procurement
- 4/9/25
Travel & Entertainment
- 2/26/25
- 5/21/25
Travel and Entertainment Training Video for Fiscal Year '25
Held on March 19, 2024, this training addresses travel entertainment expenses and reimbursements.
- Introduction
- What's New in Business Operations
- Ticket System Best Practices
- Before Booking Travel
- Concur Profile Set Up
- Concur Homepage Navigation
- Travel Policy Reminders
- Travel Requests & Booking
- Setting Up a Pre-Trip Request
- Finding or Registering Guest Traveler Profiles
- Acting as a delegate in Concur
- Booking Options
- Tracking Expenses during travel
- Creating and Submitting an Expense Report
- Entertainment & Events
- Entertainment Pre-Approval process
- Performance Agreements
- Independent Contractors
- Payments & Reimbursements
Business Operations Procurement Training
Held on Aug. 28, 2024, the training was developed to help faculty, staff, and students understand and apply the basics of procurement. Learners can get an idea of how system changes, since the implementation of Impact23 and how roles and processes have been affected.
- Introduction
- Ordering Goods and Services
- Procurement Roles and Functions
- Introduction to LMS Training
- Procurement Options
- Using the ServiceNow Helpdesk
- Completing the Procurement Service ticket
- Completing the Procurement Commodity ticket
- ServiceNow Notifications
- Creating a Requisition in Oracle Financials
- Punchout Catalog Suppliers and Requesting Suppliers
- Drafting Non-Catalog Requisitions
- Attachments
- Lump Sum (Blanket) POs
- Requisition Approvals
- Invoices
- Searching for Invoices/POs
- Invoice Holds
- Receiving
- Business Operations and Impact 23 Support and Resources