Required Trainings by Central Role

Learn about central roles and what training is required for your central role.

Details

Roles within Columbia’s financial systems determine the information you can see and how you will use the system to accomplish your work.

Central Roles or Special Roles are central administrative in nature, such as within the Finance Division or at a senior level within other groups around the University, as opposed to Departmental Roles. Visit Required Trainings by Role for Departmental Roles.

Trainings are primarily web-based, provide an overall view of relevant processes and policies, and demonstrate ARC transactions.

Some trainings require a "Knowledge Assessment” in order to complete the course. Others may only require a "Training Acknowledgement." Knowledge Assessments require a passing grade of 90% or better and you will have three tries to achieve a passing grade.

Any training completed for a previous role or position does not need to be retaken.

Please allow three to five business days after your training completion for the access profile to be updated by the security group.

Find Your Required Training

All ARC users

Your Role: All ARC Users
Required or Recommended Training: Introduction to ARC - This web-based course is a prerequisite for all other ARC courses.

Your Role: All Purchasing Users
Required or Recommended Training: Asset Management: Assets Created from Procurement - This web-based course includes a training acknowledgment activity.

Your Role: All General Ledger Users
Required or Recommended Training: Introduction to General Ledger in ARC - This web-based course is a prerequisite for all other general ledger courses.

Your Role: All General Ledger Users
Required or Recommended Training: Introduction to Commitment Control - Optional, but Recommended - This web-based course is a prerequisite for all other general ledger courses.

Specific Roles

Your Role: 1099 Maintainer
Required or Recommended Training: N/A

Your Role: Accounts Payable
Required or Recommended Training: Reporting Overview and Processing Vouchers - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Accounts Payable (OnBase)
Required or Recommended Training: N/A

Your Role: Accounts Payable Audit & Review
Required or Recommended Training: Reporting Overview, Processing Vouchers, Voucher Audit & Review - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Accounts Payable Bank Reconciler
Required or Recommended Training: Reporting Overview and Payment Processing - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Accounts Payable Payment Operations
Required or Recommended Training: Reporting Overview, Payment Processing, and Processing Vouchers - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Capital Assets Accounting Approver
Required or Recommended Training: Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Journal Entries for General Journals, Managing Procurement Approvals, Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Central Account Override Approver
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, General Ledger Approvals, Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Central Account Override Initiator
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Clinical Trials Office
Required or Recommended Training: Managing Sponsored Projects, Reporting Overview, Journal Entries for Internal Transfers, and Journal Entries for General Journals - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Columbia University Medical Center Approver
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, General Ledger Approvals, Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Columbia University Medical Center Initiator
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Departmental Authorization Form (DAF) & Deputy DAF Administrator
Required or Recommended Training: An instructor-led live DAF Orientation will be scheduled upon approval of application.

Your Role: Endowment Compliance (add on to Financial Reporting and Operations Approver)
Required or Recommended Training: Endowment Compliance and Administration - This Instructor-Led course requires an in-person training acknowledgment.

Your Role: Finance Service Center (Tier 1)
Required or Recommended Training: Reporting Overview - In order to be approved for this role, you must complete and pass this web-based course, including the Training Acknowledgement.

Your Role: Finance Information Services (Tier 2)
Required or Recommended Training: Reporting Overview, P-Card Maintenance, and Creating Requisitions and Managing Purchase Orders - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Finance Service Center (Tier 2) - General Ledger / Commitment Control / Petty Cash
Required or Recommended Training: Reporting Overview - In order to be approved for this role, you must complete and pass this web-based course, including the Training Acknowledgement.

Your Role: Finance Service Center (Tier 2) - Procurement
Required or Recommended Training: Reporting Overview, P-Card Maintenance, and Creating Requisitions and Managing Purchase Orders - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Financial Reporting and Operations (FRO) Approver
Required or Recommended Training: Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Journal Entries for General Journals, General Ledger Approvals, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: FRO Cash Operations Approver
Required or Recommended Training: Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Journal Entries for General Journals, General Ledger Approvals, Reporting Overview, Managing Procurement Approvals, and Payment Processing - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: FRO Cash Operations Initiator
Required or Recommended Training: Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Journal Entries for General Journals, Reporting Overview, Managing Procurement Approvals, and Payment Processing - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: FRO Initiator
Required or Recommended Training: Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Journal Entries for General Journals, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: FRO Senior Approver (Add on to FRO Approver)
Required or Recommended Training: Payment Processing - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.

Your Role: Integrating Systems Approver
Required or Recommended Training: Reporting Overview, Processing Vouchers, Processing Interface Vouchers, and General Ledger Approvals - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Internal Audit
Required or Recommended Training: Creating and Maintaining Non-Sponsored Projects and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments. Endowment Compliance and Administration - This Instructor-Led course requires an in-person training acknowledgment.

Your Role: Lease Administration - Administrator
Required or Recommended Training: N/A - For further guidance refer to the Capital Lease Equipment, Capital Lease Space, Operating Lease Equipment, and Operating Lease Space job aids.

Your Role: Lease Administration - Manager
Required or Recommended Training: N/A - For further guidance refer to the Capital Lease Equipment, Capital Lease Space, Operating Lease Equipment, and Operating Lease Space job aids.

Your Role: Office of General Council Voucher Approver
Required or Recommended Training: Managing Procurement Approvals and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Office of General Council Approver
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, General Ledger Approvals, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Office of Management and Budget Approver
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, General Ledger Approvals, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments. Endowment Compliance and Administration - This Instructor-Led course requires an in-person training acknowledgment.

Your Role: Office of Management and Budget Initiator
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments. Endowment Compliance and Administration - This Instructor-Led course requires an in-person training acknowledgment.

Your Role: Paycycle Processor
Required or Recommended Training: Payment Processing and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Payroll - Labor Accounting
Required or Recommended Training: N/A

Your Role: Payroll - Payroll Accounting
Required or Recommended Training: N/A

Your Role: P-Card Administration
Required or Recommended Training: Reporting Overview, P-Card Maintenance, and Processing Interface Vouchers - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Pension Accounting
Required or Recommended Training: Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Journal Entries for General Journals, Processing Vouchers, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Purchasing Buyer
Required or Recommended Training: Reporting Overview, Creating Requisitions and Managing Purchase Orders, and Managing Procurement Approvals - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Purchasing Director
Required or Recommended Training: Reporting Overview, Creating Requisitions and Managing Purchase Orders, and Managing Procurement Approvals - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Purchasing (OnBase)
Required or Recommended Training: N/A

Your Role: Purchasing Support Staff
Required or Recommended Training: Reporting Overview and Creating Requisitions and Managing Purchase Orders - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Requisition Prior Approver (Various)
Required or Recommended Training: Managing Procurement Approvals - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.

Your Role: School Level Approver
Required or Recommended Training: N/A

Your Role: Security Administration
Required or Recommended Training: N/A

Your Role: Ship-to Maintainer
Required or Recommended Training: Creating Requisitions and Managing Purchase Orders - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.

Your Role: Sub Award Purchase Order Approver
Required or Recommended Training: N/A

Your Role: Sub Award Purchase Order Initiator
Required or Recommended Training: N/A

Your Role: Sponsored Projects Administration (SPA) and SPA Inquiry
Required or Recommended Training: Managing Sponsored Projects and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Sponsored Projects Finance (SPF) Approver
Required or Recommended Training: Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Journal Entries for General Journals, Managing Procurement Approvals, General Ledger Approvals, Managing Sponsored Projects, Sponsored Projects Finance, Processing Vouchers, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: SPF Clinical Trials Office / Columbia Technology Ventures (Add On for SPF Approver)
Required or Recommended Training: N/A

Your Role: SPF Initiator
Required or Recommended Training: Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Journal Entries for General Journals, Reporting Overview, Processing Vouchers, Managing Sponsored Projects, and Sponsored Projects Finance - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: SPF Inquiry
Required or Recommended Training: Creating and Maintaining Non-Sponsored Projects, Reporting Overview, Managing Sponsored Projects, and Sponsored Projects Finance - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Tax Escheatment
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, General Ledger Approvals, Payment Processing, Reporting Overview, Processing Interface Vouchers, and Processing Vouchers - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Treasury Cash Approver
Required or Recommended Training: Journal Entries for Internal Transfers, General Ledger Approvals, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Treasury Cash Initiator
Required or Recommended Training: Journal Entries for Internal Transfers and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Treasury Risk Management Initiator
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, Processing Vouchers, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Treasury Risk Management Approver
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, General Ledger Approvals, Managing Procurement Approvals, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Treasury Debt Approver
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, Reporting Overview, and General Ledger Approvals - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Treasury Debt Initiator
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, Processing Vouchers, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: University Apartment Housing Approver
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, Processing Vouchers, Reporting Overview, General Ledger Approvals, and Managing Procurement Approvals - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: University Apartment Housing Initiator
Required or Recommended Training: Journal Entries for Internal Transfers, Journal Entries for General Journals, Processing Vouchers, and Reporting Overview - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Vendor Management
Required or Recommended Training: Reporting Overview and Vendor Processing: Vendor Management - In order to be approved for this role, you must complete and pass these web-based courses, including the Training Acknowledgement and Knowledge Assessments.

Your Role: Vendor Management (OnBase)
Required or Recommended Training: N/A

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Required Trainings by Central Role

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