Required Trainings for Central Roles

Central Role Training Basics

Central roles are roles that are central administrative in nature, such as roles within the Finance Division or at a senior level within other groups around the University.  If you are not sure whether you have been given a central role, odds are that your role is not central. Training requirements for departmental or special roles can be found on the departmental Required Trainings by Role page.

Most ARC security roles require some training before access is granted  All trainings, web-based or live, can be found in the Finance Training Catalog.  However, for your convenience, the trainings required for a given central role are listed (and linked to) below.  Central or not, most ARC system roles require you to complete training certification. At the end of any Web Based (WB) training that requires you to complete a Knowledge Assessment (KA) or Training Acknowledgment (TA) a web link is provided for easy navigation.

 

You will have two weeks from the date your FSSA is approved to complete your required training Please contact financetraining@columbia.edu once you have completed your training so the role certification process can be completed.

 

Contact the Finance Service Center with questions you may have concerning the training certification process.  To learn more about basic security roles in ARC, see the Finance Security Handbook

Use below chart to match your central security role(s) with required trainings:

 

Your Security Role(s)

WEB BASED TRAINING CLASS

Certification for Role

These are approved role(s) that you applied for on the Central Role application. After basic trainings, roles are listed alphabetically.

All ARC users must complete the Introduction to ARC web based (WB) training. Depending on security role, you will also be required to complete one or more intro classes.  Plus, each specific role will require one or more topic related classes.   Learn more ...Intro classes do not require completion of a Knowledge Assessment (KA) or Training Acknowledgement (TA).  However, many topical classes do have this requirement.  Note: KAs required for multiple roles only need to be passed once.  Passing grade is 90% or better.  Learn more ...

All Users

  
All ARC UsersIntroduction to ARC Prereq. for all other ARC classes (Related training KAs may include questions related to this course)
All Purchasing UsersIntroduction to Purchasing in ARC Prereq. for all other Purchasing classes (Related training KAs may include questions related to this course)
All Purchasing Users

Asset Management: Assets Created from Procurement Training

Training Acknowledgement activity included in course details
All AP UsersIntroduction to Accounts Payable in ARC Prereq. for all other AP classes (Related training KAs may include questions related to this course)
All GL UsersIntroduction to General Ledger in ARCPrereq. for all other GL classes (Related training KAs may include questions related to this course)

All GL Users

Introduction to Commitment Control (Optional - Recommended)

Prereq. for all other GL classes (Related training KAs may include questions related to this course)

Specific Roles

  
1099 MaintainerN/A N/A
Accounts Payable

Reporting Overview

Processing Vouchers

Reporting Overview Training Acknowledgement included in course detail

Processing Vouchers Knowledge Assessment included in course detail

Accounts Payable (OnBase)N/A 
AP  Audit & Review

Reporting Overview

Processing Vouchers

Voucher Audit & Review

Reporting Overview Training Acknowledgement included in course detail

Processing Vouchers Knowledge Assessment included in course detail

Voucher Audit and Review Knowledge Assessment included in course detail

AP Bank Reconciler

Payment Processing

Reporting Overview

Payment Processing Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course detail

AP Payment Operations

Payment Processing

Reporting Overview

Processing Vouchers

Payment Processing Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

Processing Vouchers Knowledge Assessment included in course details

Capital Assets Accounting Approver

Creating & Maintaining Non-Sponsored Projects

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Managing Procurement Approvals

Reporting Overview

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

Journal Entry for Internal Transfers Knowledge Assessment included with course

Managing Procurement Approvals Knowledge Assessment included with course

Journal Entry for General Journals Knowledge Assessment included with course

General Ledger Approvals Knowledge Assessment included with course
Reporting Overview Training Acknowledgement included with course
Capital Assets Accounting InitiatorCreating & Maintaining Non-Sponsored Projects

Journal Entries - Internal Transfers

Journal Entries - General Journals

Managing Procurement Approvals

Reporting Overview

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

Managing Procurement Approvals Knowledge Assessment included in course details

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Journal Entry for General Journals Knowledge Assessment included in course details
General Ledger Approvals Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

Central Account Override Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Journal Entry for General Journals Knowledge Assessment included in course details
General Ledger Approvals Knowledge Assessment included in course details
Reporting Overview Training Acknowledgement included in course details

Central Account Override Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment
Journal Entry for General Journals (Special Role) Knowledge Assessment
Reporting Overview Training Acknowledgement
Clinical Trials Office (CTO)

Managing Sponsored Projects 

Reporting Overview

Journal Entries - Internal Transfers

Journal Entries - General Journals

Managing Sponsored Projects Training Acknowledgement included in course details

Journal Entry for Internal Transfers Knowledge Assessment included in course details

Journal Entry for General Journals (Special Role) Knowledge Assessment included in course details
Reporting Overview Training Acknowledgement included in course details

CUMC Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Journal Entry for General Journals (Special Role) Knowledge Assessment included in course details
General Ledger Approvals Knowledge Assessment included in course details
Reporting Overview Training Acknowledgement included in course details

CUMC Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Journal Entry for General Journals (Special Role) Knowledge Assessment included in course details
Reporting Overview Training Acknowledgement included in course details

DAF & Deputy DAF Administrator

Instructor-led live DAF Orientation will be scheduled upon approval of applicationn/a
Endowment Complaince (add on to FR&O Approver)Endowment Administration & Compliance (Live)nn/a
Finance Service Center (Tier 1)

Reporting Overview

Creating & Maintaining Non-Sponsored Projects

 

Reporting Overview Training Acknowledgement included in course details

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

Finance Information Services (Tier 2)Reporting Overview

P-Card Maintenance

Creating Requisitions and Managing Purchase Orders

Reporting Overview Training Acknowledgement included in course details

P-Card Maintenance Knowledge Assessment included in course details

Creating Requisitions and Managing Change Orders Knowledge Assessment included in course details

Finance Service Center (Tier 2) - GL/KK/PC

Reporting Overview

Reporting Overview Training Acknowledgement in course details
Finance Service Center (Tier 2) - Procurement

Reporting Overview

P-Card Maintenance

Creating Requisitions and Managing Purchase Orders

Reporting Overview Training Acknowledgement in course details

P-Card Maintenance Knowledge Assessment included in course details

Creating Requisitions and Managing Change Orders Knowledge Assessment in course details

FR&O Approver

Creating & Maintaining Non-Sponsored Projects

Journal Entries - Internal Transfers

Journal Entries (General Journals)

General Ledger Approvals

Reporting Overview

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

Journal Entry for Internal Transfers Knowledge Assessment included in course details

Journal Entry for General Journals (Special Role) Knowledge Assessment included in course details
General Ledger Approvals Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

FR&O Cash Operations Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Managing Procurement Approvals

Payment Processing

Reporting Overview

Creating & Maintaining Non-Sponsored Projects

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Journal Entry for General Journals (Special Role) Knowledge Assessment included in course details
General Ledger Approvals Knowledge Assessment included in course details

Managing Procurement Approvals Knowledge Assessment included in course details

Payment Processing Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

FR&O Cash Operations Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Payment Processing

Reporting Overview

Managing Procurement Approvals

Creating & Maintaining Non-Sponsored Projects

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Journal Entry for General JournalsKnowledge Assessment included in course details
Managing Procurement Approvals Knowledge Assessment included in course details
Payment Processing Knowledge Assessment included in course details included in course details

Reporting Overview Training Acknowledgement included in course details

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

FR&O Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Reporting Overview

Creating & Maintaining Non-Sponsored Projects

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Journal Entry for General Journals (Special Role) Knowledge Assessment included in course details
Reporting Overview Training Acknowledgement included in course details

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

FR&O Senior Approver (Add On to FR&O Approver)


Payment Processing

Payment Processing Knowledge Assessment included in course details
Integrating Systems Approver

Reporting Overview

Processing Vouchers (for AP Integrating systems)

Processing Interface Vouchers (for AP Integrating systems)

General Ledger Approvals (for GL Integrating systems)

Reporting Overview Training Acknowledgement included in course details

Processing Vouchers Knowledge Assessment included in course details

Processing Interface Vouchers Training Acknowledgement included in course details included in course details

General Ledger Approvals Knowledge Assessment included in course details

Internal Audit

Creating & Maintaining Non-Sponsored Projects

Reporting Overview

Endowment Administration & Compliance (Live)

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

OGC Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment

Journal Entry for General Journals Knowledge Assessment
General Ledger Approvals Knowledge Assessment

Reporting Overview Training Acknowledgement

OGC Voucher Approver

Managing Procurement Approvals

Reporting Overview

Managing Procurement Approvals Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

OMB Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Reporting Overview

Endowment Administration & Compliance (Live)

Journal Entry for Internal Transfers Knowledge Assessment included in course details

Journal Entry for General Journals (Special Role) Knowledge Assessment included in course details
General Ledger Approvals Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

OMB Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Reporting Overview

Endowment Administration & Compliance (Live)

Journal Entry for Internal Transfers Knowledge Assessment included in course details

Journal Entry for General Journals  Knowledge Assessment included in course details
Reporting Overview Training Acknowledgement included in course details

Paycycle Processor

Payment Processing

Reporting Overview

Payment Processing Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

Payroll - Labor AccountingN/A 
Payroll - Payroll AccountingN/A 

P-Card Admin

Reporting Overview

P-Card Maintenance

Processing Interface Vouchers

Reporting Overview Training Acknowledgement included in course details

P-Card Maintenance Knowledge Assessment included in course details

Processing Interface Vouchers Training Acknowledgement included in course details

Pension Accounting

Creating & Maintaining Non-Sponsored Projects

Journal Entries - Internal Transfers

Journal Entries - General Journals

Reporting Overview

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

Journal Entry for Internal Transfers Knowledge Assessment included in course details

Journal Entry for General Journals Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

Purchasing Buyer

Managing Procurement Contracts

Reporting Overview

Creating Requisitions and Managing Purchase Orders

Managing Procurement Approvals

Managing Procurement Contracts Training Acknowledgement included in course details

Reporting Overview Training Acknowledgement included in course details

Creating Requisitions and Managing Change Orders Knowledge Assessment included in course details

Managing Procurement Approvals Knowledge Assessment included in course details

Purchasing Director

Managing Procurement Contracts

Reporting Overview

Creating Requisitions and Managing Purchase Orders

Managing Procurement Approvals

Managing Procurement Contracts Training Ackowledgement included in course details

Reporting Overview Training Acknowledgement included in course details

Creating Requisitions and Managing Change Orders Knowledge Assessment included in course details

Managing Procurement Approvals Knowledge Assessment included in course details

Purchasing (OnBase)N/A 

Purchasing Support Staff

Reporting Overview

Creating Requisitions and Managing Purchase Orders

Reporting Overview Training Acknowledgement included in course details

Creating Requisitions and Managing Change Orders Knowledge Assessment included in course details

Requisition Prior Approver (Various)

Managing Procurement Approvals

Managing Procurement Approvals Knowledge Assessment included in course details
School Level ApproverN/A 
Security AdministrationN/A  
Ship-to MaintainerCreating Requisitions and Managing Purchase OrdersCreating Requisitions and Managing Change Orders Knowledge Assessment included in course details
SAPO ApproverN/A 
SAPO InitiatorN/A 

SPA & SPA Inquiry

Managing Sponsored Projects

Reporting Overview

Managing Sponsored Projects Training Acknowledgement included in course details

SPF Approver


Creating & Maintaining Non-Sponsored Projects

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Managing Sponsored Projects 

Sponsored Projects Finance

Reporting Overview

Processing Vouchers

Managing Procurement Approvals

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

Journal Entry for Internal Transfers Knowledge Assessment included in course details

Journal Entry for General Journals Knowledge Assessment included in course details

General Ledger Approvals Knowledge Assessment included in course details

Managing Sponsored Projects Training Acknowledgement included in course details

Sponsored Projects Finance Training Acknowledgement included in course details

Reporting Overview Training Acknowledgement included in course details

Processing Vouchers Knowledge Assessment included in course details

Managing Procurement Approvals Knowledge Assessment included in course details

SPF CTO/CTV (Add On for SPF Approver)

 N/A

 

SPF Initiator

Creating & Maintaining Non-Sponsored Projects

Journal Entries - Internal Transfers

Journal Entries - General Journals

Reporting Overview

Processing Vouchers

Managing Sponsored Projects

Sponsored Projects Finance

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

Journal Entry for Internal Transfers Knowledge Assessment included in course details

Journal Entry for General Journals Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

Processing Vouchers Knowledge Assessment included in course details

Managing Sponsored Projects Training Acknowledgement included in course details

Sponsored Projects Finance Training Acknowledgement included in course details

 

SPF Inquiry

Creating & Maintaining Non-Sponsored Projects

Reporting Overview

Managing Sponsored Projects

Sponsored Projects Finance

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

Managing Sponsored Projects Training Acknowledgement included in course details

Sponsored Projects Finance Training Acknowledgement included in course details

Tax Escheatment

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Payment Processing

Reporting Overview

Processing Interface Vouchers

Processing Vouchers

Journal Entry for Internal Transfers Knowledge Assessment included in course details

Journal Entry for General Journals Knowledge Assessment included in course details

General Ledger Approvals Knowledge Assessment included in course details

Payment Processing Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

Processing Interface Vouchers Training Acknowledgement included in course details

Processing Vouchers Knowledge Assessment included in course details

Treasury Cash Approver

Journal Entries - Internal Transfers

General Ledger Approvals

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment
General Ledger Approvals Knowledge Assessment
Reporting Overview Training Acknowledgement

Treasury Cash Initiator

Journal Entries - Internal Transfers

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Reporting Overview Training Acknowledgement included in course details
Treasury Risk Mgmt Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Processing Vouchers

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Journal Entry for General Journals  Knowledge Assessment included in course details
Processing Vouchers Knowledge Assessment included in course details
Reporting Overview Training Acknowledgement included in course details

Treasury Risk Mgmt Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Managing Procurement Approvals

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment included in course details

Journal Entry for General Journals Knowledge Assessment included in course details

General Ledger Approvals Knowledge Assessment included in course details

Managing Procurement Approvals Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

Treasury Debt Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

Reporting Overview

General Ledger Approvals

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Journal Entry for General Journals Knowledge Assessment included in course details

General Ledger Approvals Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

Treasury Debt Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Processing Vouchers

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Journal Entry for General Journals Knowledge Assessment included in course details

Processing Vouchers Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

UAH Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

Processing Vouchers

Reporting Overview

General Ledger Approvals

Managing Procurement Approvals

Journal Entry for Internal Transfers Knowledge Assessment included in course details
Journal Entry for General Journals Knowledge Assessment included in course details

Processing Vouchers Knowledge Assessment included in course details

Reporting Overview Training Acknowledgement included in course details

General Ledger Approvals Knowledge Assessment included in course details

Managing Procurement Approvals Knowledge Assessment included in course details

UAH Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Processing Vouchers

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment
Journal Entry for General Journals Knowledge Assessment

Processing Vouchers Knowledge Assessment

Reporting Overview Training Acknowledgement

Vendor Management

Reporting Overview

Vendor Processing - Vendor Management

Reporting Overview Training Acknowledgement included in course details

Vendor Processing - Vendor Management Knowledge Assessment included in course details

Vendor Management (OnBase)N/A 

 

Departmental User Roles

Central users may also require non-central (departmental) or special system roles.  For more information about how to apply and get certified for these roles, see the Required Trainings by Role page. For general training info, click here.

Have questions about a Central User Role?  Send an email detailing your request to Jackie Erickson, Office of the Controller - Finance Division.

 

For Questions Contact

Jackie Erickson

Office of the Controller

Training Guides

In addition to web based trainings, there are a number of ARC Training Guides that will help you navigate the system.

Job Aids

For detailed information on specific system and reporting topics, take a look at our catalog of helpful Job Aids