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 highly recommended for all other ARC courses.
- Your Role
- All ARC Users
- Required or Recommended Training
- Reporting Overview - This web-based course is highly recommended for all other ARC courses.
- Your Role
- All Purchasing Users
- Required or Recommended Training
- Asset Management: Assets Created from Procurement - This web-based course is highly recommended for all other ARC courses.
- Your Role
- All General Ledger Users
- Required or Recommended Training
- Introduction to General Ledger in ARC - This web-based course is highly recommended for all other ARC 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
- Accounts Payable (OnBase)
- Required or Recommended Training
- N/A
- Your Role
- Accounts Payable Audit & Review
- Required or Recommended Training
- Processing Vouchers, Voucher Audit & Review, Managing Approvals in Concur (will be assigned) - 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 Director
- Required or Recommended Training
- Processing Vouchers, Voucher Audit & Review, Managing Approvals in Concur (will be assigned) - 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 Executive
- Required or Recommended Training
- NA
- Your Role
- Accounts Payable Payment Operations
- Required or Recommended Training
- Processing Vouchers - In order to be approved for this role, you must complete and pass this web-based courses, including the Knowledge Assessments.
- Your Role
- Accounts Payable Payment Operations Manager
- Required or Recommended Training
- Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Managing Procurement Approvals, 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
- Benefits and Pension Accounting
- Required or Recommended Training
- Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Managing Procurement Approvals,Journal Entries for General Journals, Managing Approvals in Concur (will be assigned), 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 Initiator
- Required or Recommended Training
- Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Journal Entries for General Journals, 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
- Capital Assets Accounting 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 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
- Card and Concur Program
- Required or Recommended Training
- 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
- Central Account Override Approver
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, 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
- Central Account Override Initiator
- Required or Recommended Training
- 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
- Clinical Trials Office
- Required or Recommended Training
- Managing Sponsored Projects, 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
- Clinical Trials Office Inquiry
- Required or Recommended Training
- Managing Sponsored Projects, 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
- Cognos Business Author
- Required or Recommended Training
- NA
- Your Role
- Cognos Consumer
- Required or Recommended Training
- NA
- Your Role
- Cognos Professional Author
- Required or Recommended Training
- NA
- Your Role
- Concur Athletics Compliance
- Required or Recommended Training
- NA
- Your Role
- Columbia University Medical Center Approver
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, 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
- Columbia University Medical Center Initiator
- Required or Recommended Training
- 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
- 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
- Executive Expense Approver
- Required or Recommended Training
- NA
- Your Role
- Facilities Use Approver
- Required or Recommended Training
- NA
- Your Role
- Finance HR Training
- Required or Recommended Training
- NA
- Your Role
- Finance Information Systems - GL/Reporting Tier 2
- Required or Recommended Training
- NA
- Your Role
- Finance Information Systems - Procurement Tier 2
- Required or Recommended Training
- 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 1)
- Required or Recommended Training
- NA
- 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,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
- 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, 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
- FRO Cash Operations Initiator
- Required or Recommended Training
- Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Journal Entries for General Journals, 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
- FRO Initiator
- Required or Recommended Training
- Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, and Journal Entries for General Journal, - 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
- NA
- Your Role
- Integrating Systems Approver
- Required or Recommended Training
- 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 - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment. Endowment Compliance and Administration - This Instructor-Led course requires an in-person training acknowledgment.
- Your Role
- Jaggaer Contract System Admin
- Required or Recommended Training
- NA
- Your Role
- Jaggaer Functional System Admin
- Required or Recommended Training
- NA
- 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 - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.
- Your Role
- Office of General Council Approver
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, 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
- Office of Management and Budget Approver
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, 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. 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 and Journal Entries for General Journals - In order to be approved for this role, you must complete and pass this web-based course, including the Training Acknowledgement and Knowledge Assessment. Endowment Compliance and Administration - This Instructor-Led course requires an in-person training acknowledgment.
- Your Role
- Payables Bank Reconciler
- Required or Recommended Training
- NA
- Your Role
- PaymentWorks Administration
- Required or Recommended Training
- NA
- Your Role
- Payroll - Labor Accounting
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, and Processing Vouchers - In order to be approved for this role, you must complete and pass these web-based courses, including the Knowledge Assessments.
- Your Role
- Payroll - Payroll Accounting
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, 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 Knowledge Assessments.
- Your Role
- Procurement Administrative 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
- Purchasing Buyer
- Required or Recommended Training
- 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 Knowledge Assessments.
- Your Role
- Purchasing Director
- Required or Recommended Training
- 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 Executive
- Required or Recommended Training
- N/A
- Your Role
- Purchasing (OnBase)
- Required or Recommended Training
- N/A
- Your Role
- Purchasing Support Staff
- 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
- 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
- RPIC
- Required or Recommended Training
- N/A
- Your Role
- Sanctions Reviewer
- Required or Recommended Training
- N/A
- Your Role
- Security Administration
- Required or Recommended Training
- N/A
- Your Role
- School Level Approver
- Required or Recommended Training
- N/A
- Your Role
- Sponsored Projects Administration (SPA) and SPA Inquiry
- Required or Recommended Training
- Managing Sponsored Projects - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.
- 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, 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 Initiator
- Required or Recommended Training
- Creating and Maintaining Non-Sponsored Projects, Journal Entries for Internal Transfers, Journal Entries for General Journals, 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 Clinical Trials Office (Add On for SPF Approver)
- Required or Recommended Training
- N/A
- Your Role
- SPF Inquiry
- Required or Recommended Training
- Creating and Maintaining Non-Sponsored Projects, 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
- Sponsor Vendor Setup
- Required or Recommended Training
- NA
- Your Role
- Student Financial Services (SFS)
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, and General Ledger Approvals - In order to be approved for this role, you must complete and pass these web-based courses, including the Knowledge Assessments.
- Your Role
- Student Financial Services (SFS) Payments
- Required or Recommended Training
- Processing Vouchers, Processing Interface Vouchers, 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
- Sub Award Purchase Order Approver
- Required or Recommended Training
- Managing Procurement Approvals - In order to be approved for this role, you must complete and pass this web-based courses, including the Knowledge Assessments.
- Your Role
- Sub Award Purchase Order Initiator
- Required or Recommended Training
- N/A
- Your Role
- Supplier Diversity Approver
- Required or Recommended Training
- NA
- Your Role
- Tax Escheatment
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, General Ledger Approvals, 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
- Travel and Expense Management
- Required or Recommended Training
- Managing Approvals in Concur (will be assigned), - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessments.
- Your Role
- Treasury Cash Approver
- Required or Recommended Training
- Journal Entries for Internal Transfers 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 Cash Initiator
- Required or Recommended Training
- Journal Entries for Internal Transfers and Processing Vouchers - In order to be approved for this role, you must complete and pass these web-based courses, including the Knowledge Assessments.
- Your Role
- Treasury Debt Approver
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, and General Ledger Approvals - In order to be approved for this role, you must complete and pass these web-based courses, including the Knowledge Assessments.
- Your Role
- Treasury Debt Initiator
- Required or Recommended Training
- Processing Vouchers, - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.
- Your Role
- Treasury Risk Management Initiator
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, 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 Risk Management Approver
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, 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 Approver
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, Processing Vouchers, 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 Knowledge Assessments.
- Your Role
- University Apartment Housing Initiator
- Required or Recommended Training
- Journal Entries for Internal Transfers, Journal Entries for General Journals, and Processing Vouchers, - In order to be approved for this role, you must complete and pass these web-based courses, including the Knowledge Assessments.
- Your Role
- Vendor Approver
- Required or Recommended Training
- N/A
- Your Role
- Vendor Management (OnBase)
- Required or Recommended Training
- N/A
- Your Role
- Vendor Reviewer
- Required or Recommended Training
- N/A
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