Understanding Your UCPath Training Curriculum

January 2, 2019


The UCPath Project training team is committed to providing UC Berkeley employees, managers/supervisors, and operational staff with the resources they need to successfully interact with the new UCPath system.

We highly recommend managers visit the training website to learn more about the estimated time requirements their employees will need to complete training, and begin to plan, accommodating schedules accordingly.

Within each category in UCPath, there are three role types:

  • Initiator: Responsible for entering transactions into the UCPath system and submitting for approval
  • Approver: Responsible for reviewing and approving transactions
  • Inquiry: Has view-only access to specific pages into the UCPath system

UCPath Training Approach for UC Berkeley

UCPath training will consist of a 3-tier learning approach:

  • Self-paced online training, beginning January 7, 2019.

    Required for Initiator, Approver, and Inquiry Roles.

    Please Note: Initiators should complete their online training requirements prior to attending classroom trainings.

  • Classroom training for operational staff: Sign-ups begin January 7, 2019.

    Instructor-lead training begins February 4, 2019, and will be led by UC Berkley transactional experts.

    Please Note: Required for all users with initiators roles.

  • Working Office Hours: Begin mid-March 2019, these sessions will be hosted by UCPath module trainers, and participants will have the opportunity to ask questions and gain onsite support with transactions from trainers.

Operational Staff Training

UCPath training is role-based. This means that you will be required to take training courses that are related to your role in the UCPath system.

In order to be provisioned in UCPath, you must complete the full training curriculum associated with your UCPath role.

Please Note: Initiators and Approvers who do not complete their required training by April 15, 2019 will have their initiator and approver roles removed until they complete all their required training.

Access the links below to learn more about the UCPath roles and the training courses for each role.