Gateway Training Series

New to Gateway or just need a refresher? These classes are highly recommended for staff working in department procurement roles.
 

Click a class name from the following list to view the schedule and register for upcoming sessions at the UCSB Learning Center.

  • Gateway 101: This class provides an introductory overview of the Gateway e-Procurement system. Topics include placing an order, approval routing, invoice status, User Profile management, supplier search, and helpful tips.
  • Gateway Forms: The second class in the Gateway series focuses on the many types of forms in our e-Procurement Gateway system. Topics include Vendor Blankets, Contracts, Change Orders, Walk-In, Confirming, FlexCard, and others.
  • Gateway Receiving: The third class in the Gateway series focuses on the Receiver role. We will walk you through how and when to receive, briefly discuss invoices, and cover how to search for POs that need receipts, invoices, and more.
  • Gateway Document Search: The fourth class in the Gateway series covers how to search for documents in Gateway using filters, saving and sharing searches for future use and exporting document data.

*New Videos Coming Soon*

 

 

Additional Training Resources