Required Trainings by Departmental Role

Details

Roles within Columbia’s financial systems determine how you will use the relevant systems to accomplish your work.

Before system access can be granted, certain roles will require completing specific training courses.

Most roles are departmental, as opposed to central, special, or inquiry and reporting only. The required trainings below are for departmental roles and are arranged by department.

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 Central Role for more information.

Those with an inquiry or reporting only roles can view data in ARC and also view financial reports through the Financial Data Store (FDS). Use the Financial Inquiry Application (FIA) to apply for this type of access. For more information about the FIA process, read the Financial Inquiry Application Handbook.

It is recommended that you review the Reporting Overview and Reporting for Inquiry Only Roles trainings.

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

Budget

Your Role: Budget Tool Inquiry Only
Your RoleRequired or Recommended Training: Budget Tool Basics

Your Role: Budget Tool Initiator
Your RoleRequired or Recommended Training: Budget Tool Basics

Your Role: FFE Approver P&F
Your RoleRequired or Recommended Training: Budget Tool Basics

Endowments

Your Role: Endowment Inquiry
Required or Recommended Training: Endowment Administration and Compliance Certification - This Instructor-Led course requires an in-person training acknowledgment.

General Ledger

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 C ontrol - Optional, but Recommended - This web-based course is a prerequisite for all other general ledger courses.

Your Role: Internal Transfer Initiator
Required or Recommended Training: Journal Entries for Internal Transfers - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.

Your Role: General Journal Initiator
Required or Recommended Training: Journal Entries for General Journals - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.

Your Role: ChartField Requestor
Required or Recommended Training: No training required. See our Training Library for additional resources.

Your Role: Department Cash Account Initiator
Required or Recommended Training: Journal Entries for General Journals - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.

Your Role: Grant (& Non-Grant) Recharge Center Initiator
Required or Recommended Training: Journal Entries for Internal Transfers - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.

Your Role: Internal Transfer Department Approver
Required or Recommended Training: General Ledger Approvals - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.

Your Role: General Journal Approver
Required or Recommended Training: General Ledger Approvals - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.

Your Role: Department Cash Account Approver
Required or Recommended Training: General Ledger Approvals - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.

Payroll

Your Role: All Time Entry Roles
Required or Recommended Training: Managing FFE Time Entry Transactions

Your Role: All People @ Columbia (PAC) Roles
Required or Recommended Training: Visit Human Resources PAC Roles and Requirements.

Procurement

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: Concur Approval Roles
Required or Recommended Training: In order to be approved for these roles, including Supervisor or Initial Reviewer, Financial Approver, and Senior Business Approver, you must complete and pass this web-based course, including the Knowledge Assessment. Upon application for one of these roles, you will receive a link to the training. It is highly recommended, though not required, that you first take the Concur Travel and Expense Training.

Your Role: Department Requisition 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: Department 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: Interface Voucher Processor
Required or Recommended Training: Processing Interface Vouchers - In order to be approved for this role, you must complete this web-based course, including the Training Acknowledgement activity.

Your Role: P-Card Holder
Required or Recommended Training: Reconciling P-Card Transactions - In order to be approved to receive a card, you must complete and pass this web-based course, including the Knowledge Assessment and Policy Acknowledgement.

Your Role: P-Card Reviewer
Required or Recommended Training: Reconciling P-Card Transactions - The Knowledge Assessment and Policy Acknowledgement included with this web-based course are not required for this role.

Your Role: P-Card Reconciler; P-Card Approver
Required or Recommended Training: Reconciling P-Card Transactions - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment and Policy Acknowledgement.

Your Role: Requisition Ad-Hoc 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: Supplemental 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: Requisition Initiator, including Receiving
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: Travel and Expense Corporate Card Holders
Required or Recommended Training: Travel and Expense Corporate Card Policy and Usage - In order to be approved for this role, you must complete and pass the web-based course, including the Knowledge Assessment and Policy Acknowledgement.

Your Role: Voucher Ad-Hoc 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: Voucher 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: Staples
Required or Recommended Training: No training required. See our Training Library for additional resources.

Your Role: Speedchart Entry
Required or Recommended Training: No training required. See our Training Library for additional resources.

Project Administration

Your Role: Project Administrators
Required or Recommended Training: Creating and Maintaining Non-Sponsored Projects - Optional, but Recommended - and Managing Sponsored Projects - Optional, but Recommended

Reporting

Your Role: Procurement Inquiry
Required or Recommended Training: Reporting Overview - Optional, but Recommended - and Reporting for Inquiry Only Roles - Optional, but Recommended

Your Role: Financial Inquiry
Required or Recommended Training: Reporting Overview - Optional, but Recommended - and Reporting for Inquiry Only Roles - Optional, but Recommended

Your Role: PS Query Reporting
Required or Recommended Training: PS Query Reporting - In order to be approved for this role, you must complete and pass this web-based course, including the Knowledge Assessment.

Your Role: Financial Accounting / FAS / DARTS
Required or Recommended Training: Running Legacy (DARTS) Reports - Optional, but Recommended

Your Role: Block Payroll Natural Accounts
Required or Recommended Training: No training required. See our Training Library for additional resources.

Still have questions?

Visit our Finance Service Center.

Required Trainings by Departmental Role

About Roles

Departmental Roles

Central or Special Roles

Roles for Inquiry and Reporting Only

About Trainings