What Training Should I Take?

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.


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

Training Contacts

If you have questions, please direct them to the following contacts:

Financial Concepts and Policies Financial Training Office 614-292-8411 financialtraining@osu.edu
General Ledger System Training Tricia Privette 614-688-3728 privette.3@osu.edu
Human Resources System Training Teresa Gosser 614-688-4518 gosser.7@osu.edu
Procurement System Training Financial Training Office 614-292-8411 financialtraining@osu.edu

PCard Use/Administration Training

Travel Policy/System Training

Marie Peterson 614-292-9425 peterson.265@osu.edu

Reporting Training

Rob Hupp 614-688-4519 hupp.1@osu.edu
Budget System Training Kristany Berger 614-247-7273 berger.263@osu.edu