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. Alternately, you can also find a list of available KA/TAs in Courseworks (navigate to the Finance Training Certification pages). 

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.

Before you are granted access to the CourseWorks site, you must request needed system roles by completing and submiting the Central Request application. Important: Even if you are submitting a spreadsheet of PeopleSoft roles required, please fill out the necessary form field or your training certification may be delayed.

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

Changes to Procurement in ARC 9.2 for Central Users

All Purchasing Users

Asset Management: Assets Created from Procurement Training

Assets Created from Procurement Training Acknowledgement

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

Changes to the General Ledger in ARC 9.2 for Central Users

Changes to the General Ledger in ARC 9.2 for Central Users Training Acknowledgement

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

Processing Vouchers Knowledge Assessment

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

Reporting Overview

Processing Vouchers

Voucher Audit & Review

Reporting Overview Training Acknowledgement

Processing Vouchers Knowledge Assessment

Voucher Audit and Review Knowledge Assessment

AP Bank Reconciler

Payment Processing

Reporting Overview

Payment Processing Knowledge Assessment

Reporting Overview Training Acknowledgement

AP Payment Operations

Payment Processing

Reporting Overview

Processing Vouchers

Payment Processing Knowledge Assessment

Reporting Overview Training Acknowledgement

Processing Vouchers Knowledge Assessment

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

Managing Procurement Approvals Knowledge Assessment

Journal Entry for Internal Transfers Knowledge Assessment

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

Managing Procurement Approvals Knowledge Assessment

Reporting Overview Training Acknowledgement

Central Account Override Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Reporting Overview

Central Account Override Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Reporting Overview

Clinical Trials Office (CTO)

Managing Sponsored Projects 

Reporting Overview

Journal Entries - Internal Transfers

Journal Entries - General Journals

Managing Sponsored Projects Training Acknowledgement

Journal Entry for Internal Transfers Knowledge Assessment

CUMC Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Reporting Overview

CUMC Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Reporting Overview

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

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment

Finance Information Services (Tier 2)Reporting Overview

P-Card Maintenance

Creating Requisitions and Managing Purchase Orders

Reporting Overview Training Acknowledgement

P-Card Maintenance Knowledge Assessment

Creating Requisitions and Managing Change Orders Knowledge Assessment

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

Reporting Overview

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

Reporting Overview

P-Card Maintenance

Creating Requisitions and Managing Purchase Orders

Reporting Overview Training Acknowledgement

P-Card Maintenance Knowledge Assessment

Creating Requisitions and Managing Change Orders Knowledge Assessment

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

Journal Entry for Internal Transfers Knowledge Assessment

Reporting Overview Training Acknowledgement

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

Managing Procurement Approvals Knowledge Assessment

Reporting Overview Training Acknowledgement

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment

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

Reporting Overview Training Acknowledgement

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment

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

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment

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


Payment Processing

Payment Processing Knowledge Assessment
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

Processing Vouchers Knowledge Assessment

Processing Interface Vouchers (Special Role)Training Acknowledgement 

General Ledger Approvals Knowledge Assessment

Internal Audit

Creating & Maintaining Non-Sponsored Projects

Reporting Overview

Endowment Administration & Compliance (Live)

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment

Reporting Overview Training Acknowledgement

OGC Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment

Reporting Overview Training Acknowledgement

OGC Voucher Approver

Managing Procurement Approvals

Reporting Overview

Managing Procurement Approvals Knowledge Assessment

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

Reporting Overview Training Acknowledgement

OMB Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Reporting Overview

Endowment Administration & Compliance (Live)

Journal Entry for Internal Transfers Knowledge Assessment

Paycycle Processor

Payment Processing

Reporting Overview

Payment Processing Knowledge Assessment

Reporting Overview Training Acknowledgement

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

P-Card Admin

Reporting Overview

P-Card Maintenance

Processing Interface Vouchers

Reporting Overview Training Acknowledgement

P-Card Maintenance Knowledge Assessment

Processing Interface Vouchers (Special Role)Training Acknowledgement 

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

Journal Entry for Internal Transfers Knowledge Assessment

Reporting Overview Training Acknowledgement

Purchasing Buyer

Managing Procurement Contracts

Reporting Overview

Creating Requisitions and Managing Purchase Orders

Managing Procurement Approvals

Managing Procurement Contracts

Reporting Overview Training Acknowledgement

Creating Requisitions and Managing Change Orders Knowledge Assessment

Managing Procurement Approvals Knowledge Assessment

Purchasing Director

Managing Procurement Contracts

Reporting Overview

Creating Requisitions and Managing Purchase Orders

Managing Procurement Approvals

Managing Procurement Contracts Training Ackowledgement

Reporting Overview Training Acknowledgement

Creating Requisitions and Managing Change Orders Knowledge Assessment

Managing Procurement Approvals Knowledge Assessment

Purchasing (OnBase)N/A 

Purchasing Support Staff

Reporting Overview

Creating Requisitions and Managing Purchase Orders

Reporting Overview Training Acknowledgement

Creating Requisitions and Managing Change Orders Knowledge Assessment

Requisition Prior Approver (Various)

Managing Procurement Approvals

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

SPA & SPA Inquiry

Managing Sponsored Projects

Reporting Overview

Managing Sponsored Projects Training Acknowledgement

SPF Approver


Creating & Maintaining Non-Sponsored Projects

Journal Entries - Internal Transfers

Journal Entries - General Journals

General Ledger Approvals

Managing Sponsored Projects & Sponsored Projects Finance 1 & 2

Reporting Overview

Processing Vouchers

Managing Procurement Approvals

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment

Journal Entry for Internal Transfers Knowledge Assessment

General Ledger Approvals Knowledge Assessment

Managing Sponsored Projects Training Acknowledgement

Sponsored Projects Finance, Part 1 & Part 2 Training Acknowledgement

Reporting Overview Training Acknowledgement

Processing Vouchers Knowledge Assessment

Managing Procurement Approvals Knowledge Assessment

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 1 & 2

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment

Journal Entry for Internal Transfers Knowledge Assessment

Reporting Overview Training Acknowledgement

Processing Vouchers Knowledge Assessment

Managing Sponsored Projects Training Acknowledgement

Sponsored Projects Finance, Part 1 & Part 2 Training Acknowledgement

 

SPF Inquiry

Creating & Maintaining Non-Sponsored Projects

Reporting Overview

Managing Sponsored Projects & Sponsored Projects Finance 1 & 2

Creating and Maintaining Non-Sponsored Projects Knowledge Assessment

Reporting Overview Training Acknowledgement

Managing Sponsored Projects Training Acknowledgement

Sponsored Projects Finance, Part 1 & Part 2 Training Acknowledgement

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

General Ledger Approvals Knowledge Assessment

Payment Processing Knowledge Assessment

Reporting Overview Training Acknowledgement

Processing Interface Vouchers (Special Role)Training Acknowledgement 

Processing Vouchers Knowledge Assessment

Treasury Cash Approver

Journal Entries - Internal Transfers

General Ledger Approvals

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment

Treasury Cash Initiator

Journal Entries - Internal Transfers

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment
Treasury Risk Mgmt Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Processing Vouchers

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment

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

General Ledger Approvals Knowledge Assessment

Managing Procurement Approvals Knowledge Assessment

Reporting Overview Training Acknowledgement

Treasury Debt Approver

Journal Entries - Internal Transfers

Journal Entries - General Journals

Reporting Overview

General Ledger Approvals

Journal Entry for Internal Transfers Knowledge Assessment

General Ledger Approvals Knowledge Assessment

Reporting Overview Training Acknowledgement

Treasury Debt Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Processing Vouchers

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment

Processing Vouchers Knowledge Assessment

Reporting Overview Training Acknowledgement

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

Processing Vouchers Knowledge Assessment

Reporting Overview Training Acknowledgement

General Ledger Approvals Knowledge Assessment

Managing Procurement Approvals Knowledge Assessment

UAH Initiator

Journal Entries - Internal Transfers

Journal Entries - General Journals

Processing Vouchers

Reporting Overview

Journal Entry for Internal Transfers Knowledge Assessment

Processing Vouchers Knowledge Assessment

Reporting Overview Training Acknowledgement

Vendor Management

Reporting Overview

Vendor Processing - Vendor Management

Reporting Overview Training Acknowledgement

Vendor Processing - Vendor Management Knowledge Assessment

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