WalkMe is an in-application support tool that guides Oracle Financials system users through system transactions, provides relevant policy information, and keeps users informed about system updates.
WalkMe provides tips and step-by-step instructions that make transaction processes easier to navigate and enables users to engage with in-the-moment support whenever needed.
Through our partnership with central and local IT departments, WalkMe was enabled for authorized Oracle Financials system users Fall of 2024.
Features
WalkMe offers a suite of in-application support options that will support the university community to complete financial transactions including:
- Process Demos: Guide users through tasks with step-by-step instructions (e.g., uploading an invoice) or by automatically completing parts of the process for them.
- Tips: Provide users with timely, contextual information to assist them as they complete tasks.
- ActionBots: Assist users by offering suggested questions in a chat interface, allowing them to complete or automate tasks efficiently.
- Announcements: Notify users with messages that provide updates or reminders, sometimes requiring user action, and often include links to resources on Fingate.
Take a quick tour of WalkMe features and functionality.
Where is WalkMe available?
WalkMe solutions are currently available in the following systems within Oracle Financials:
- iProcurement (SmartMart Catalog Suppliers, Non-Catalog Requests, and SmartMart Contracts)
- Expense Requests
- Supplier Query and Request tool
- Requisition and Purchase Order Query tool
- Purchasing Card (PCard)
Learning Support Menu
The Learning Support Menu is the central place to answer user questions, with three tabs:
- Search: Enter a topic in the "I need support with…" field to see related content from Fingate and the Administrative Guide
- News & Policy: FMS communications, policy changes, Oracle updates, and new WalkMe features
- Learn About: Learning solutions like Fingate How Tos
The menu also lets users provide feedback and request support.
The Learning Support menu is movable, allowing users to reposition it to avoid blocking any areas within Oracle. To move the menu, click and hold it, then drag it to a new location on the page. Release the menu when a light blue rectangle appears to indicate the drop area.
How can WalkMe users provide feedback?
Feedback helps the Financial Learning Solutions team to enhance the effectiveness of WalkMe in-application support. To provide feedback about WalkMe, use the Send Feedback link within the WalkMe Learning Support menu:
Users who need assistance with financial transactions, please submit a request to the Financial Support Center (FSC). Users who need assistance with WalkMe installation or technical issues, please submit a request to the UIT Service Desk.
