Concur Training Status Reports

The Managing Approvals in Concur Training Completions report shows the completion status of those who were assigned the “Managing Travel and Business Expense Approvals in Concur” training. You can filter the report by the “School/Department” (level 4 department/organization) and also “Person Company” (level 6) to view the people in your organization.

The “Completion Status” column indicates the following:

• Not Evaluated – Did not complete the training
• Successful – Completed the training
• Unsuccessful – Did not pass the knowledge assessment after 3 attempts (contact [email protected] to have knowledge assessment attempts reset)
• Suspended – Dropped or canceled the training

The Concur Approvers - All Schools report is a data extract as of 02/09/22 reflecting which individuals have been assigned the Initial Reviewer, Financial Approver, and SBO roles, and for which School / department.  Initial Reviewer and Financial Approver roles are assigned at the level 8 department node, while SBO roles are assigned at the level 5 node on the ARC department tree. 

Information under the Data tab:

• Anyone at the University who has been assigned an approver role and what their training status is (Training Required or Training Complete)
• Separate line for each role that an individual has been assigned and for which level 5 node (SBO) or level 8 node (Initial Reviewer and Financial Approver) – this means one individual may have multiple lines
• Can filter by any of the column headers, for example, Role Name, Training Status, School or Department
• If the Financial Approver Default column is populated with the UNI of the person on that line, it means the individual is the default Concur Financial Approver for that particular dollar threshold and level 8 department

Information under the Training Required Pivot tab:

• Organized by School
• Shows which users have not yet completed their Concur approver training and therefore do not yet have any approval roles in Concur

ARC Roles Query: CU_SEC_CNR_RTE_CNTRL_BY_DEPT.  This query can be run in ARC to determine which individuals have the Reporting Manager, Initial Reviewer, Financial Approver or SBO role in ARC, and also contains a Training Status field (please note: no training is required for the Reporting Manager role, so the Training Status field does not apply to this role).  The Training Status column reflects either a “C” for Complete, or an “R” for Required (meaning the user has not yet completed their Concur Approver Training). Please refer to the The Concur Approval Workflow job aid for more details.