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</v:shape><![endif]--><![if !vml]><span style="mso-ignore:vglayout;position:relative;z-index:251659264;left:-6px;top:18px;width:290px;height:105px"><a href="http://www.styleguide.ucr.edu/"><img border="0" width="290" height="87" style="width:3.0208in;height:.9062in" src="cid:image001.gif@01D9A456.960D5860" alt="UCR Print Style Guide" title=""UCR Print Style Guide Home Page"" v:shapes="Picture_x0020_2"></a></span><![endif]><!--[if gte vml 1]><v:shape id="_x0000_s1027" type="#_x0000_t75" alt="Financial Planning & Analysis
900 University Avenue
Riverside, CA 92521-0101
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900 University Avenue
Riverside, CA 92521-0101
" v:shapes="_x0000_s1027"></span><![endif]><o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<br style="mso-ignore:vglayout" clear="ALL">
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif">MEMORANDUM<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif">TO:</span>
<span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif">
Campus Financial Staff<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif">FROM:</span>
<span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif">
Stephanie Flores, Executive Director</span><br>
<span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif">
Financial Planning & Analysis<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif">DATE:</span>
<span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif">
June 21, 2023<o:p></o:p></span></p>
<div style="mso-element:para-border-div;border:none;border-bottom:solid windowtext 1.5pt;padding:0in 0in 1.0pt 0in">
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%;border:none;padding:0in">
<span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif">RE:
</span> <span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif">
Deployment of Oracle COA Management</span><br>
<br>
<span style="font-size:10.0pt;line-height:106%;font-family:"Times New Roman",serif"><o:p></o:p></span></p>
</div>
<p class="MsoNormal" style="margin-bottom:0in;line-height:106%"><span style="font-family:"Times New Roman",serif">As part of the
</span><a href="https://impact23.ucr.edu/"><span style="font-family:"Times New Roman",serif;color:#0563C1">Impact23 Program</span></a><span style="font-family:"Times New Roman",serif">, the new Chart of Accounts (COA) management tool, Oracle COA Management,
has launched! The functional owner of this tool is Financial Planning & Analysis (FP&A), which provides support and guidance to staff regarding chart segment requests.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:106%"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:106%"><b><span style="font-family:"Times New Roman",serif">What can you request in Oracle COA Management?<o:p></o:p></span></b></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="margin-bottom:0in;line-height:normal;mso-list:l0 level1 lfo1">
<span style="font-family:"Times New Roman",serif">Updated description for the activity, department, division, Org, and/or Flex1 COA fields<o:p></o:p></span></li><li class="MsoNormal" style="margin-bottom:0in;line-height:normal;mso-list:l0 level1 lfo1">
<span style="font-family:"Times New Roman",serif">Movement within the activity hierarchy within your security role (for example if there is an internal reorganization)<o:p></o:p></span></li><li class="MsoNormal" style="margin-bottom:0in;line-height:normal;mso-list:l0 level1 lfo1">
<span style="font-family:"Times New Roman",serif">A Flex1 or Activity segment to be added</span><br>
<br>
<span style="font-family:"Times New Roman",serif"><o:p></o:p></span></li></ul>
<p class="MsoNormal" style="margin-bottom:0in;line-height:106%"><b><span style="font-family:"Times New Roman",serif">Are there any approvals related to Oracle COA Management?<o:p></o:p></span></b></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:106%"><b><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></b></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:106%"><span style="font-family:"Times New Roman",serif">Yes! After your Department SAA establishes Org Requestor or Viewer roles and FP&A establishes Org Approver (CFAO-level) roles in EACS, departments
can then initiate requests in Oracle COA Management. Here is the link to </span>
<a href="https://edm-ucriverside.epm.us-phoenix-1.ocs.oraclecloud.com/epm/"><span style="font-family:"Times New Roman",serif;color:#0563C1">Oracle COA Management</span></a><span style="font-family:"Times New Roman",serif"> and the application should be in R’Space
as an Authorized Application this Friday, June 23.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:106%"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:106%"><span style="font-family:"Times New Roman",serif">Department requestors initiate the request, which is then approved by their CFAO or CFAO designee before it is routed to the Central Budget Office
for final approval. Please ensure that your CFAO or CFAO designee has access prior to creating a request due to the functionality of Oracle because the Org Approver will not be able to see anything prior to their provisioning – creating a request before the
Org Approver has system access will result in needing to re-create the request.</span><br>
<br>
<b><span style="font-family:"Times New Roman",serif"><o:p></o:p></span></b></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:106%"><b><span style="font-family:"Times New Roman",serif">How do we learn more about Oracle COA Management?<o:p></o:p></span></b></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:106%"><b><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></b></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="font-family:"Times New Roman",serif">To initiate a request, please consult your CFAO for guidance on the process as they received a step-by-step guide during the monthly CFAO meeting.
Prior to submitting a request, it is important to familiarize yourself with the guidelines for COA values and descriptions, which can be found in the
</span><a href="https://uc.sumtotal.host/core/pillarRedirect?relyingParty=LM&url=app%2Fmanagement%2FLMS_ActDetails.aspx%3FActivityId%3D631134%26UserMode%3D0"><span style="font-family:"Times New Roman",serif;color:#0563C1">Chart of Accounts Overview</span></a><span style="font-family:"Times New Roman",serif">
training. The Impact23 Training team will soon incorporate further system guidance into the virtual training course.
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="font-family:"Times New Roman",serif">Additionally, Oracle Guided Learning (OGL) will be available in Oracle COA Management within the next couple of days. Instructions on how to
download and install the OGL chrome extension will be made available </span><a href="https://impact23.ucr.edu/oracle-guided-learning"><span style="font-family:"Times New Roman",serif;color:#0563C1">here</span></a><span style="font-family:"Times New Roman",serif">.
If you have any inquiries, please feel free to contact FP&A, at </span><a href="mailto:budgetoffice@ucr.edu"><span style="font-family:"Times New Roman",serif;color:#0563C1">budgetoffice@ucr.edu</span></a><span style="font-family:"Times New Roman",serif"> as
we have several staff members who should be able to assist you. </span><o:p></o:p></p>
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