College of Humanities, Arts, and Social Sciences
Dear CHASS Faculty & Staff,
As you know, the campus has implemented a new financial system called Impact23. This financial system replaces a system that had been in place since 1999. As with any new system implementation, some issues have been encountered with this transition. Some of the mitigation efforts we have put in place for CHASS are the following:
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Finance team office hours: An opportunity for individuals to sign in via ZOOM and discuss issues that they have and share insights with others in a collaborative setting. These sessions are facilitated by the CHASS Dean’s office staff and are held weekly.
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Contract & Grant office hours: An opportunity for individuals to sign in via ZOOM and address issues encountered with the new contract & grant (C&G) management system called Kuali. These sessions are facilitated by the CHASS Dean’s office C&G staff and are held weekly.
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CHASS Dean’s office staff have prepared and distributed summarized guidance documents for various processes and systems for Impact 23, Concur (travel system), and Kuali. These documents are for staff and faculty and cover how-to’s for PI’s.
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Created a Slack channel for our CHASS financial (Department & Dean’s office financial officers, analysts, and transactors) team to collaborate with others across CHASS as well as the campus to address issues or concerns.
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For additional help with specific processes or systems, please refer to the Oracle Help Matrix for CHASS.
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Coming soon: We are currently in the process of hiring an Impact 23 analyst who will further support our CHASS units with the transition to the new financial system and processes.
The resources listed above are in addition to the resources outlined in the campus communication sent out on October 13, 2023, to faculty. We encourage everyone to sign up and attend the upcoming town hall on Tuesday, October 31, 10:30-11:30 a.m. The campus program team will update faculty and staff on stabilization efforts, address the issues mentioned in the email, provide resolution timelines, and answer audience questions. Click here to register.
ORACLE Help Matrix for CHASS
| Process | Dean's Office - soon to be SMEs | Contact Email |
|---|---|---|
| CONCUR Travel | Anna Medina & Sharon Payne | |
| CONCUR Non-Travel Expenses | Sharon Payne | sharon.payne@ucr.edu |
| Kuali | Regina Hazlinger, Linda Phi-Nguyen & Josie Ayala |
regina.hazlinger@ucr.edu |
| EACS Access – SAA | Sharon Payne | sharon.payne@ucr.edu |
| ORACLE - Procurement | Sharon Payne, Dara Cerda, & Tami Richardson |
sharon.payne@ucr.edu |
| ORACLE COA | Katrice Calloway & Sharon Payne | |
| ORACLE Financial Reporting | Cindy Williams, Katrice Calloway & Annie Hooper |
cindy.williams@ucr.edu |
| ORACLE Budget | Cindy Williams, Katrice Calloway & Annie Hooper |
cindy.williams@ucr.edu |
Need help with Oracle? Try one of these options:
If you need support accessing or navigating the new cloud financial system or reports, please take the following steps:
- Complete training via LMS on how to use the new systems
- Join Slack to get support from your Org and Community of Practice
- Attend Office Hours
- Check TechAlerts for known system disruptions
- Find answers, request services, or get help from our team at the Finance & Administration portal or call the Concierge Helpline.
Other Resources:
- WalkMe Guided Learning: https://impact23.ucr.edu/walkme-guided-learning
- Request Help Ticket: https://impact23.ucr.edu/request-help-ticket
- CONCUR FAQ: https://impact23.ucr.edu/concur-faq
- ORACLE FAQ: https://impact23.ucr.edu/oracle-faq#oracle_budget_oracle_coa_management_
- ORACLE Known Issues Tracker: https://impact23.ucr.edu/known-issues-tracker
Sincerely,
Cindy Williams
Assistant Dean and Chief Financial and Administrative Officer
College of Humanities, Arts, and Social Sciences