ROPPA Training Prerequisite

What is it?

• On September 1, 2016, the University will implement a training prerequisite for certain new system roles
• Training is required for users who are new to their jobs and getting system access for the first time, and for existing system users who take on a new system role (e.g., an HCOM shopper who becomes an Approver)
• These users will be required to take the 20-minute online Responsibilities of Purchasers, Preparers and Approvers (ROPPA) course and to get 70% or better on the course assessment before being granted systems access

Corporate Card Holders: the Purchaser’s track is recommended for Corporate Card Holders, but not required by University policy. The training prerequisite for Corporate Card holders is at each School’s discretion.

Concur: the ROPPA training is encouraged as part of each school/unit’s onboarding process

Where do I find the training?

Click here to go directly to the ROPPA online course; or go to: https://trainingportal.harvard.edu (type “ROPPA” in the search box in the upper right-hand corner and click the icon to search)

What do I do after I’ve taken the course?

• Once you pass the assessment, download your course completion certificate
• The certificate goes to your local authorized requestor, along with your supervisor’s request for your access
• Authorized Requestors and supervisors: you can also confirm who has completed the course by running a WBT Completion Report in the Harvard Training Portal.  If you do not have access to the Harvard Training Portal’s analytics (reports) menu, please send an email to trainingportalhelp@harvard.edu.  In the e-mail, request the Data Extract role.

Who do I call with questions?

Contact your Tub Finance Office or Andrea Sexton in the Financial Policy Office at andrea_sexton@harvard.edu or 5-3976