Find the persona you selected on the OFC Access Request ticket to see the required course. Personas that share a course are grouped together. If training is not found, the request is paused and the RSA is asked to have the person complete it.

Required training by course, with the personas each course applies to
Required courseCourse codePersonas
Gateway Approver Roles (e-learning)SB-FARM-GATEWAY-APPROVER-2025-ECO
  • Jaggaer FRU Approver LV1
  • Jaggaer FRU Approver LV2
  • Jaggaer FRU Approver LV3
  • Jaggaer FRU Approver LV4
  • Jaggaer Department Invoice Approver
Gateway: Allocator Role (e-learning)SB-FARM-GATEWAY-ALLOCATOR-2025-ECO
  • Jaggaer Allocator
Gateway: Receiver Role (e-learning)SB-FARM-GATEWAY-RECEIVER-2025-ECO
  • Jaggaer Receiver
Gateway: Requester & Dept Analyst Roles (e-learning)SB-FARM-GATEWAY-REQUESTER-DEPTANALYST-2025-ECO
  • Jaggaer Requestor
  • Jaggaer Department Analyst
FlexCard ExamSBPURC-FCCH-ECO
  • Jaggaer Flexcard Holder
SB FERPA Training UCSBSB-REGT-FERPA-ECO
  • Capital Project Accountant
  • EMF Accountant
  • EMF Business Analyst
  • EMF Supervisor / Approver
  • Non-Sponsored Award Setup Admin
  • PGM Inquiry
  • Research Financial Analyst
  • VCAD Project Analyst
RSA Training Curriculum or Role Security Training (e-learning)SB-FARM-RSA-CU or SB-FARM-RSA-2025-ECO
  • Role Security Administrator (RSA request)

No training required: Jaggaer Department Flexcard Administrator, Jaggaer Adhoc Approver, all Concur personas, all TOE personas.

Training must be complete before access is provisioned. Personas not listed here have no training requirement on file. If a person needs more than one course, they must complete each one.