Oracle and Orbit Training for Operational Finance Leaders

Getting Started

Operational finance leaders are designated as Entity Financial Managers (EFMs) and Organization Financial Managers (OFMs) in Oracle. They are responsible for the financial management of their respective units, including maintaining operational accounts within budget and overseeing financial reporting.

Before being assigned as an EFM or OFM you are required to complete training to familiarize yourself with Oracle and Orbit functionalities. This will enable you to use the systems effectively and understand the data entered and processed in them. You can begin your learning journey prior to your official training assignment by enrolling in Oracle and Orbit Training for Entity Financial Managers or Oracle and Orbit Training for Organization Financial Managers as appropriate.

To get started, review the following materials:

• Accounting Basics

• Oracle Cloud Navigation

• Navigate Orbit Reports Fundamentals

• Reviewing Unit Financials Dashboard

• Managing Encumbrances in Oracle

In addition, the following reference guides are recommended to support you in your learning journey:

• Create a Journal Entry

• Create an Internal Billing Invoice

All full-time, benefits-eligible staff are provided with access to Oracle Cloud to purchase goods and services. We recommend starting your purchasing journey by completing the UChicago Purchasing and Payables Essentials in Workday Learning.

Additional System Privileges

In some cases, EFMs and OFMs may need expanded system access to complete or review specific Oracle transactions. Training programs have been designed to support different types of Oracle usage. If and when you are granted additional Oracle and/or Orbit access, the corresponding training program(s) will be assigned to you in Workday Learning, where you can access and complete any required training.