Required Trainings by Role


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



General Ledger



Project Administration


Still have questions?

Visit our Finance Service Center.