Financials Training

The Finance Training Team delivers training to University staff on Oracle Financials and on the broader topics of financial management at the University.

We provide online courses, courses delivered via Teams and classroom courses.

Please be aware that training before access is mandatory for access to Oracle Financials in all but the iProcurement Approvers Only role.

All training courses, either online, via Teams or in the classroom, should be managed by the individual themselves via CoSy. A short video is available regarding How to Book a Finance Training Course

Online courses are completed via the My eLearning tile in CoSy.

Bookings for courses which are to be delivered via Teams will be followed by an invitation to the Teams meeting.

Classroom courses are delivered primarily at IT Services, 13 Banbury Road with other courses delivered at the Hythe Bridge Street office. Training can also be provided for specific groups in venues around the University by arrangement. Under certain circumstances the team can also provide one-to-one support.

New Starters – Oracle Access Process

Please use the following process for your new starters to avoid any delays in the granting of access to Oracle Financials:

Complete a New User form for the new starter. Don't know which roles to request? Check on the Activity by role  (XLS)

Please note: this form must be submitted by the departmental ‘Authorising Signatory’.

Once the form has been received and processed in the FSSC team an automated email will be sent to the user to let them know which training courses are required for each role requested.

Access will be granted for each role as and when the training is completed.

Don't know the training requirements for each role? Check on the Training courses by role (XLS) form, or see below for more information. 

Please refer to the guidance below for details on booking, materials, courses and support information.

Frequently Asked Questions

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Yes, you will need to attend training in order to gain access to the system. To find out what training you need, please take a look at our Guidance on Courses pages.

In order to ensure a best practice approach to using Oracle, basic training is delivered by the Training team in line with the 'Training Before Access' policy. New Oracle Financials users or those who are changing finance roles in that department have to receive appropriate basic training before they are given access to Oracle.

If you have submitted a completed New or Change User form and completed the necessary training, your access will be released. Please email the Training Team if you have completed the online training and are awaiting access.

Please note: Training regarding applying procedures for specific sponsors etc., should be provided in the department following completion of basic training. If you require assistance with further departmental-specific training, please contact the Training team.

The courses you need to attend for access are based upon the areas of access requested on your New or Change User form.

If you have already submitted a New or Change User form then you will have be invited to the necessary training you require for access once the form has been processed.  

If you are unsure about your role, please speak to your Divisional Financial Controller who has knowledge of both the Oracle Financials system and your role within the department/division.

Please check the Training Courses by role (XLS) for a full list of training courses, split out by module.

Please also note:

  • Enquiry roles only require the completion of Oracle Overview training, with the exception of Projects.
  • Some courses require other training to have been completed as a prerequisite. .
  • Finance Division roles are trained in the Finance Division; however, those working in the Finance Division (or related departments) with a departmental role, require departmental forms.

Some training is not essential for access, but which might be useful in progressing your understanding. This training can also be found on the Other Finance Courses page.

The courses you need to attend for access are based upon the areas of access requested on your Change User form. If a form has been submitted to the Financial System Management Team once processed you will be advised which training courses you will need to complete

Courses are booked online, through CoSy. You can find out more in our How To book courses video. Please check the Training Courses by role (XLS) for a full list of training courses, split out by module.

Most courses will be delivered online via CoSy.

Introduction courses are delivered via Teams and are referred to as Web Courses. Soon after booking your course you will be sent a meeting invitation, needed to join in the session.

Face to face training will be held in either Central Finance, 23–38 Hythe Bridge Street, or 13 Banbury Road. Bespoke training may be held in different locations. Please check your joining instructions for the correct venue and start/end times.

Parking - Some parking may be available by arrangement. Please call (6) 16177 or state this on the booking form.

Access - Should you require us to cater for disability access/parking, please contact the Training Team.

Courses can be cancelled by using the CoSy or by contacting the Training team. Please give us as much notice as possible so we can offer your place to someone else.

It is not possible for Departments to place a booking for another member of staff. Please contact the Training team with the member of staff’s name so that we can reserve a place.  If it is a new starter, we can still reserve a place. Please note a User Form will need to be submitted before access can be released.

The online training courses can be accessed through the CoSy. Additional supporting materials are also given out in the Web Courses which are delivered via Teams. You will receive any such documentation in the meeting invitation.

There are post-access How To videos available from the How To web pages. This area is aimed at trained users of Oracle Financials.

If you are experiencing any support issues with the system itself, please contact the Financial Systems Customer Services team via email or by phoning 01865 (2)84800.

For advice on what training you need to complete, or any issues with the online training materials, please contact the Training Team.

If you are experiencing any support issues with the system itself, please contact the Financial Systems Customer Services team via email or by phoning 01865 (2)84800.

Contact Us

 : Financial Systems
       Finance Division
       University of Oxford
       23-38 Hythe Bridge Street
       OX1 2ET

 Raise a support call
 : 01865 (2) 84800
 : Contact Financial Systems    

 : Opening hours:
       8.00am - 5.00pm
       Monday - Friday (except Bank
       Holidays, Easter and