Updated November 29, 2016
Prerequisites for Financials System Access
Four courses are now required as prerequisites when requesting access to the Financials system. These core courses are described on the Office of the Controller - Online courses webpage and are available in Carmen. For guidance on registering for a Carmen course, see Carmen Courses Self-Registration Job Aid.
- Business Responsibilities.
- Internal Controls.
- Understand & Prevent Fraud.
- Business Expenditures. (Also offered as a Financials Training workshop)
Individuals who have access to restricted data or who require access to the central administrative systems including the Financials system, PeopleSoft, eReports, Operational Data Stores, Financial Data Warehouse, and Student Analytics are required to complete the Institutional Data Policy Training.
Required and Recommended Training by Financials System Role
Using the links below, you can find a chart for each category of training. The required and recommended courses are listed for each Financials system role.
- Equipment Coordinator and Surplus
- Financial Concepts and Policies Training
- General Ledger Training
- HR Training
- Invoice and PREP
- PCard Training
- Purchasing Training
- Travel Training
Registration and completion of training courses are tracked in a learning management database. To view your training transcript for training taken within BuckeyeLearn view the knowledge base article KB04841 and visit BuckeyeLearn. To view your transcript for any training taken outside of BuckeyeLearn visit our Learning Center
If you have questions, please direct them to the following contacts:
|Financial Concepts and Policies||Financial Training Officeemail@example.com|
|General Ledger System Training||Tricia Privettefirstname.lastname@example.org|
|Human Resources System Training||Teresa Gosseremail@example.com|
|Procurement System Training||Financial Training Officefirstname.lastname@example.org|
PCard Use/Administration Training
Travel Policy/System Training
|Budget System Training||Kristany Bergeremail@example.com|