Required Trainings by Departmental Role

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Roles within Columbia’s financial systems determine how you will use these systems to perform your work. When you submit a Financial Systems Security Application (FSSA) via ServiceNow, certain roles require completion of specific web-based training courses before access is granted.

These courses provide an overview of processes, policies, and financial transactions, and may include a Knowledge Assessment (requiring a passing grade of 90% within three attempts) or a Training Acknowledgement.

Trainings completed for previous roles do not need to be retaken.

Find Your Required Training

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.

All ARC Users

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

Accounting Operations

Your Role: Petty Cash Custodian
Required or Recommended Training: Petty Cash Custodian Training and Knowledge Assessment - In order to be approved for this role, you must complete and pass this web-based course and Knowledge Assessment. Refer to the Getting Started with Petty Cash website for more information.

Budget

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

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

Your Role: FFE Approver Preliminary and Final
Your Role Required 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 Control - 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: 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 Officer Approver, you must complete the Managing Travel and Expense Approvals in Concur training. Upon application for one of these roles, you will be assigned the training and will receive an email notification with a link to the training. You must complete and pass this web-based course, including the Knowledge Assessment. 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: Approving in the CU Marketplace - 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: Department Voucher Approver
Required or Recommended Training: Approving in the CU Marketplace - 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: 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: All Purchasing Users
Required or Recommended Training: Asset Management: Assets Created from Procurement - This web-based course includes a training acknowledgment 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: Approving in the CU Marketplace - 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: Supplemental Voucher Approver
Required or Recommended Training: Approving in the CU Marketplace - 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: Procurement Initiator
Required or Recommended Training: Procuring in the CU Marketplace - 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: 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.

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.

Required Trainings by Departmental Role

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