Training Hub
Welcome to the SOM Business Operations Training hub. Navigating university financial operations can be complex, so we’ve created this page as resource to help SOM staff, faculty, and students translate central campus policies into practical steps. Here, you'll find SOM-specific guides, video tutorials, and links to campus resources for procurement, travel, and entertainment. 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.
Upcoming Events
Business Operations Quarterly Update
Stay current on Business Operations updates, process changes, and best practices. Quarterly Update sessions provide training, important campus and School of Medicine announcements, departmental updates, and an opportunity to ask questions and connect with the Business Operations team.
Upcoming sessions and RSVP details are shared via email approximately three weeks before each meeting.
2026-2027 Schedule
Q1: September 17, 2026 | 11:00 AM
Q2: November 17, 2026 | 11:00 AM
Q3: March 9, 2027 | 11:00 AM
Q4: June 8, 2027 | 10:30 AM
For questions, please contact abell@medsch.ucr.edu .
Previous Quarterly Update Recordings
Missed a session or need a refresher? Access past presentations and recordings here.
Monthly Office Hours with Bus Ops
Have a question about a process, transaction, or business-related topic? Join our monthly Office Hours to connect with the Business Operations team, get guidance, and discuss any challenges or questions you may have.
When: First Wednesday of each month at 10 am via Zoom.
Quick Reference Resources
Campus Training Resources
Looking to expand your knowledge beyond School of Medicine trainings? Explore campus-wide learning opportunities offered by Business & Financial Services, including workshops, guides, videos, and system-specific training resources.
Training Resources | Business & Financial Services
- BFS Training Resources
- Concur Training & Guides
- Financial Systems Training
- Quick Reference Guides & Videos
Acronym Glossary
Every workplace has its own language. Whether you're new to the team or just need a refresher, this glossary makes it easy to look up common acronyms used in Oracle, Concur, and in general business operations.
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BFS (Business & Financial Services)
The central UCR campus department that oversees university-wide financial systems, procurement, and accounting.
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COA (Chart of Accounts)
The standard funding string (account numbers) used to pay for general departmental purchases in Oracle.
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EH&S (Environmental Health & Safety)
The campus department that must pre-approve the purchase of hazardous materials, chemicals, or specific lab equipment.
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FAO (Financial and Administrative Officer)
The primary budget owner and financial approver for your specific department or unit.
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OIT (Office of Information Technology)
SOM's IT department. They must pre-approve software subscriptions, computer hardware, and AV equipment purchases.
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PCard (Procurement Card)
A university-issued credit card used for routine, low-cost goods and services (typically under $10,000).
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PO (Purchase Order)
The official, approved document sent to a supplier authorizing a purchase. Reminder: Never sign a contract or commit to a supplier without a PO.
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POETAF (Project, Organization, Expenditure Type, Task, Award, Funding Source)
The specific funding string format used in Oracle for purchases tied to grants, sponsored research, or specific projects.
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RITM (Requested ITeM
The specific funding string format used in Oracle for purchases tied to grants, sponsored research, or specific projects.
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SAA (System Access Administrator)
The individual in your department responsible for granting you specific roles and permissions in systems like Oracle and Concur.
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SOW (Statement of Work)
A document provided by a supplier or independent contractor that details exactly what services they will perform, timelines, and deliverables.
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SSPR (Source Selection & Price Reasonableness)
A required justification form used for federally funded purchases over $10,000 or non-federal purchases over $100,000 to prove UCR is getting a fair price.
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T&E (Travel & Entertainment)
Refers to the policies, expenses, and reimbursements related to university business travel and hosting events (usually processed in Concur).
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UCOP (University of California Office of the President)
The systemwide headquarters that sets the overarching policies (including procurement and travel rules) for all UC campuses.