Oracle Guided Learning

Last Updated: October 14, 2024 10:36:01 AM PDT

Learn more about Oracle Guided Learning.

Oracle Guided Learning Overview

In February 2024, Oracle Guided Learning (OGL) was applied to Oracle Financials Cloud (OFC). Business and Financial Services is elevating training and guidance resources to provide users with a more streamlined support system

As part of this transition, traditional knowledge base 'how-to' articles are currently in a phased process of being converted into the new On-Guide Learning format. Users will be seamlessly redirected to the new, enhanced method of Oracle Financial Services, ensuring a more efficient and user-friendly experience.

What is Oracle Guided Learning

Oracle Guided Learning (OGL) is a knowledge tool that works, in tandem, with UC San Diego’s business and financial services resources tools. OGL offers real-time, step-by-step assistance for task and activity completion. This tool can be personalized and tailored to convey upcoming processes and enhance operational efficiencies. Upon logging in, a system popup message reminds you of this new feature and guides users on how-to-launch OGL.

How to Install Oracle Guided Learning

The installation of Oracle Guided Learning in Oracle Financials is automated; simply use the widget using your Chrome or Edge browser. OGL provides a similar experience to WalkMe, with the added benefit of being available to all OFC users upon login.

As upcoming updates occur, modules will be continuously added and manual installation may be necessary. Our one-pager details our current phased approach to OGL's implementation.

How to Use Guided Learning

Click and hold the “square of dots” to move the widget to your preferred sides of the screen.

Click on the “i” on the Guided Learning widget to open its menu.

Or use the Search feature to find guidance on a specific topic.

OGL Step 2 Screenshot

Guides can be launched in two ways. Clicking on the guide name launches step-by-step, pop-up instructions to complete the task. If the information is a form, video, written document, or policy, it opens in a new window.

OGL Step 3 Screenshot

Guides can also be launched by using the arrow icon to the right of the title. Clicking on an arrow opens a window with all the step-by-step instructions (including video if available) and screenshots so you can see all the steps without having to click through the task. This window can be printed or emailed.

OGL Step 4 Screenshot

All users will have access to Smart Tips (brief explainers of a process) and Beacons (flashing red circles that say "this deserves your attention”).

OGL Step 5 Screenshot

In addition, users are encouraged to provide feedback about Guided Learning. Click on Survey - User Feedback in Guided Learning's Start Here menu.

Available Guides

As part of this transition, we are identifying and converting traditional knowledge base 'how-to' articles into the new On-Guide Learning (OGL) format. Eventually, these articles will be phased out from the Services & Support Knowledge Base. Users will be seamlessly redirected to the new, enhanced method of interacting with the system, ensuring a more efficient and user-friendly experience.

NOTE: Some guides are role-specific and not widely accessible. If you need access, please contact IT.

What We’ve Launched:

Display Group	Guides (Linked)
Billing and Receivables	Generate Invoices job in PPM
Billing and Receivables	Searching for Unapplied Receipts/Payments
Billing and Receivables	Create a Credit Memo in PPM
Fixed Assets	Search for an Asset ID by Purchase Order Number
Fixed Assets	Create a Bookstore Order
Fixed Assets	Pre-create Asset Purchased in Oracle
Fixed Assets	Creating an Asset Invoiced in Oracle
General Accounting	Delete a Journal Entry
General Accounting	Find an Oracle User's Department
General Accounting	Create a Manual Journal Entry
General Accounting	Approve a Journal Entry
General Accounting	Withdraw a Journal Entry
Get Help	Budget & Finance Support
Get Help	Oracle Guided Learning Support
Getting Started	Introduction to Oracle Guided Learning (OGL)
Procure to Pay	Closing Purchase Orders (PO)
Procure to Pay	Enter POETAF on Multiple Lines in Oracle Procurement Checkout
Procure to Pay	Setting up Requisition Preferences
Procure to Pay	Ordering Goods and Services with Request Forms
Procure to Pay	Budget Checkout Error Process
Procure to Pay	Introduction to Oracle Procurement
Procure to Pay	Find a Supplier in Oracle Procurement
Procure to Pay	Approving Accounts Payable Invoices
Procure to Pay	COA Missing Checkout Error Process
Procure to Pay	Select a Supplier Site in Oracle Procurement
Procure to Pay	Editing Requisition Preferences
Procure to Pay	Checking Out
Procure to Pay	Approving Requisitions
Procure to Pay	Welcome to Oracle Procurement
Procure to Pay	Create a PO Change Order
Procure to Pay	Purchase Order and PO Invoice Requester Responsibilities
Procure to Pay	Delivery Date Invalid Checkout Error Process
Procure to Pay	Submitting Purchase Order Invoices
Procure to Pay	Check Purchase Order Invoice Status
Procure to Pay	Request Forms Overview
Procure to Pay	Checking Requisition Status
Procure to Pay	Enter POETAF in Oracle Procurement Checkout
Procure to Pay	Requisition and Purchase Order Invoice Approver Guide
Procure to Pay	Navigating the Purchase Order Module
Procure to Pay	Purchasing Category Checkout Error Process
Procure to Pay	Do Not Use Supplier Process
Projects and Awards	View IDC/Burden Rate on Award, Project, and Task
Projects and Awards	Find a Default Project for your Financial Unit (FinUnit)
Projects and Awards	Manage IDC/Burden Rate on Award, Project, and Task
Projects and Awards	Setup Visible Columns in Committed Costs
Projects and Awards	Manage Sponsored Project Budgets
Projects and Awards	View Temporary Extension Status (End User)
Projects and Awards	Manage Transaction Controls
Projects and Awards	Setup Visible Columns in Project Costs
Projects and Awards	View POET Information on General Project Costs
Projects and Awards	Manage Subcontracts/Subawards in Oracle
Projects and Awards	Create a Capital or General Project PPM Budget
Projects and Awards	Find a Default Project if You Don't Know Your FinUnit Number
Projects and Awards	Review Sponsored Project Documents and Notes
	Setup Visible Filters in Accounts Receivable
	Adjusting AR Invoices in Receivables
	Create an Invoice in Receivables

OGL Office Hours

Topics	Date & Time	Link to Zoom
Introduction to Oracle Guided Learning (OGL) Presentation Link Overview of OGL and its significance in learning and development. Key features and benefits for users. How OGL enhances the learning experience. Accessing and navigating OGL guides.	February 21, 2024 - 10:00 AM	Zoom Link
Week 2: Issues + Questions (Demo) Presentation Link Identifying common issues users may encounter with OGL. Live demonstration to troubleshoot common problems. Interactive Q&A session to address participant queries. Tips and best practices for effective use.	February 28, 2024 - 10:00 AM	Zoom Link
Week 3: Week 3: OGL Launch Recap + Review Presentation Link Oracle Guided Learning (OGL) Launch Recap OGL Demo Phased Objectives Communication Plan + Approach OGL Support	Canceled (Presentation link provided)	Zoom Link

Topics

Date & Time

Link to Zoom

Introduction to Oracle Guided Learning (OGL)

Presentation Link
Overview of OGL and its significance in learning and development.
Key features and benefits for users.
How OGL enhances the learning experience.
Accessing and navigating OGL guides.

February 21, 2024 - 10:00 AM

Zoom Link

Week 2: Issues + Questions (Demo)

Presentation Link
Identifying common issues users may encounter with OGL.
Live demonstration to troubleshoot common problems.
Interactive Q&A session to address participant queries.
Tips and best practices for effective use.

February 28, 2024 - 10:00 AM

Zoom Link

Week 3: Week 3: OGL Launch Recap + Review

Presentation Link
Oracle Guided Learning (OGL) Launch Recap
OGL Demo
Phased Objectives
Communication Plan + Approach
OGL Support

Canceled (Presentation link provided)

Zoom Link

Visit the Oracle Guided Learning Playlist for session presentations.

Frequently Asked Questions (FAQ)

Question	Answer
Q: What is Oracle Guided Learning (OGL)?	A: Oracle Guided Learning (OGL) is an in-application user guidance comprehensive learning platform that provides interactive help to users. Real-time guides Step-by-step and interactive Users train and learn as they do work, not "just in case."
Q: How do I access Oracle Guided Learning?	A: The installation of Oracle Guided Learning in Oracle Financials is automated; simply use the widget using your Chrome or Edge browser. OGL provides a similar experience to WalkMe, with the added benefit of being available to all OFC users upon login, eliminating the need for special software to be installed.
Q: What type of content is available on OGL?	A: Over 60 guides are currently available! We are streamlining our training and guidance resources to provide users with a more cohesive experience. As part of this transition, we are identifying and converting traditional knowledge base 'how-to' articles into the new On-Guide Learning (OGL) format.
Q: How do I troubleshoot issues with OGL?	A: If you encounter issues, try refreshing the page, clearing your browser cache, or checking your internet connection. If the problem persists, contact your organization's IT support or the designated OGL administrator.
Q: Why can't I access a particular guide?	A: Some guides are role-specific and aren't accessible to everyone. If you need access to a guide, please contact IT.
Q: Is OGL mobile-friendly?	A: Yes, OGL is designed to be mobile-friendly. You can access the platform on various devices, including smartphones and tablets, for convenient on-the-go learning.
Q: Which platform should I use to access OGL?	A: OGL works best when using the Google Chrome web browser.
Q: How often is OGL content updated?	A: OGL content is regularly updated to align with Oracle application updates and changes. The platform aims to provide users with the latest and most relevant training materials.

Find answers, request services, or get help from our team at the UC San Diego Services & Support portal or call the Finance Help Line at (858) 246-4237.