Financial Special Access Class Request Sheet
PEOPLESOFT FINANCIAL SYSTEM
SPECIALIZED ACCESS REQUEST FORM V_3_2010
THIS FORM IS FOR GENERAL CAMPUS USERS ONLY(1) Request Date:
(2) PeopleSoft Dept #: / (3) Dept. Name:
USER INFORMATION:
(4) Provide PeopleSoft EMPL ID:
(5) Full Name:
(6) User Name (alias):
(7) Phone: / (8) Campus ID (This requirement is *new* as of March 2010 for PS Finance users. This is the red alpha-numeric code on the Campus ID Card. It is found on the lower left hand corner of the card.)
(9) Email Address:
10) Location (Building / Room number) (This requirement is *new* as of March 2010 for PS Finance users.)
ACCESS INFORMATION
ACCESS GROUP / Access Profile
(See Form instructions for more information about each access group) /
Add
/Remove
/DEPARTMENT ROW LEVEL SECURITY /
Department Security / Authorized Dept. IDs / Nodes REQUIRED (See form instructions) /
/ X /
GENERAL LEDGER Add Remove
General Access / VIEW ONLY access to Retriever, Tree Viewer and general GL information. / XJournal Entries / Create Journal Entries (Basic) Requires prior training
Create Standard Journal Entries Requires prior training
Create Excel Journals Requires prior training
ACCOUNTS PAYABLE Add Remove
Vouchers & Payments / AP Inquiry / XPURCHASING Add Remove
Requisitions & Receiving / General Procurement Inquiry (Reqs, POs, Receipts)Receiver of Goods and Services / X
Requisition Entry
- REQUIRES PRIOR TRAINING.
- Must be accompanied by 3R’s Form for audit purposes.
- Cannot select approval role also if this box checked. / X
Requisition Approval.
- Must be accompanied by 3R’s Form for audit purposes.
- Cannot select entry role also if this box checked.
REQUESTERS AUTHORIZED:
This box is replaced by the 3R’s Form for audit purposes.
The Departmental 3R’s form can be updated and sent along with this Form.
LOCATIONS Add Remove
Locations / Campus User / XGRANTS Add Remove
Proposals & Inquiry / Inquiry/ReportingGrant User – Proposal Creation, Approval
Grant Security / Specify Dept IDs/Nodes for which you will create or approve
proposals (See form instructions) Add Remove
Principal Investigator / Designate yourself as a Principal Investigator
PROJECTS Add Remove
Project Roles / Project Reports (Non-Grant Projects)
Budget Entry for Non-Grant Projects Requires prior Training
Project Administrator
Activity Team Member
REQUIRED SIGNATURES:
User Certification: By signing this request, I certify that I have read, understand, and will abide by the governing policies, regulations and laws.
User Signature:
______
______
Supervisor Certification: By signing this request, I certify that the information submitted on this form is accurate, complete, and that the user has been provided and instructed to read and abide by the governing policies , regulations and laws.
Supervisor Name: / Email Address:
Supervisor Signature:
______/ Phone:
______-______-______
After user and supervisor signatures are obtained, forward this form to the PS Support Team in Financial Services (Mail to AD409). KEEP A COPY OF THIS FORM FOR YOUR RECORDS
Do not write below this line– For Financial Services Support Team Use Only
PS Support Team Signature: Remedy Ticket #:
______/ Date:
Access Forms for existing employees will be processed within 3 business days of the date the form is received in the PS-Support Group in Financial Services.
Access Forms for new hires will take longer, because the EMPLID is not immediately available in the Finance system.
You will be notified via email when your userid / campus_id is activated.
To revise your access profile, send a copy of your original form with changes marked in RED and initialed by Supervisor. Have supervisor sign form again with current date. Mark front of form “REVISION.”
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