Oracle Access Request Form - Harvard University



Harvard Financial Systems FAS Access Request FormIncludes HCOM, General Ledger, Vendor Request, Accounts Receivable, FedEx, OBI, GMAS, PI Dashboard,HUBS, Fixed Assets, Ecrt, Ad Hoc Reporting, FASSPAR, Web Voucher, and Concur*****Please complete this form and return it in its original MS Word document format, not as a pdf file*****Requestor Name (Dept Admin/Supervisor): FORMTEXT ?????Dept: FORMTEXT ????? New User Name: FORMTEXT ????? Huid: FORMTEXT ????? FORMCHECKBOX Clone Access – this function can only be used for cloning a user’s entire access. If partial access is required, fill out the necessary sections below and skip this section. it is required to review and confirm the user’s access that you are copying, run the “Central Financial Systems Roles” Ruffas report at If cloning/mirroring a current employee’s entire access, please provide name and HUID of the user to copy below. Name of user to copy: FORMTEXT ????? HUID to copy: FORMTEXT ????? FORMCHECKBOX Vendor Request FORMCHECKBOX Accounts Receivable Org(s): FORMTEXT ????? FORMCHECKBOX FedEx Org(s): FORMTEXT ????? FORMCHECKBOX Ad Hoc Reporting - For Brio users who need to query the Harvard Data Warehouse FORMCHECKBOX FASSPAR PCard Access: To add or Remove access, Contact Joshua Dunn at dunn@fas.harvard.edu FORMCHECKBOX HCOMROPPA training certificate required (link). Email the certificate along with this plete Shopper or Approver FORMCHECKBOX Shopper (If Shopper, do not fill out Approver section)Provide next approver’s HUID: FORMTEXT ????? Provide 33 digit default coding: FORMTEXT ????? Should Shopper be able to do payment request? FORMCHECKBOX Yes FORMCHECKBOX Noor FORMCHECKBOX Approver (If Approver, do not fill out Shopper section)Provide next approver’s HUID: FORMTEXT ?????Provide 33 digit default coding: FORMTEXT ?????Provide Org(s) for approval: FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Indicate approval dollar amount: $ Choose an item. FORMCHECKBOX ECRT- Electronic Salary Certification FORMCHECKBOX Primary Effort Coordinator Org(s): FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMCHECKBOX Grant Manager Org(s): FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMCHECKBOX OBI – Financial Reporting OBI Dashboards OBI online Tools training certificate required for all dashboards (link). Email the certificate along with this form. FORMCHECKBOX Public Access Only – University Wide Access includes only CSMA, Chart of Accounts, User Security Look-up FORMCHECKBOX P2P(Procure to PAY) ORG(s): FORMTEXT ????? (ORG(s) Required For Access) FORMCHECKBOX Accounts Receivables – University Wide FORMCHECKBOX Cash Management – University Wide Access FORMCHECKBOX Grants Management – GMAS access required Approval by Physical Resources required FOR CAPS ACCESS FORMCHECKBOX CAPS (Capital Reports) Tub(s): FORMTEXT ????? *REQUIREDOBI Financial Dashboards FAS OBI Financials (Instructor led) training is not required, but highly recommended (Link)Pick Content RoleFin-General and Fin-Detail Comp can be selected together FORMCHECKBOX Finance General - Provides summary level information on all dashboards FORMCHECKBOX Finance – Detailed Compensation - Provides detailed transaction information with compensation at an individual level FORMCHECKBOX Finance Limited Compensation - Provides detailed transaction information but suppresses sensitive compensation-related object codes. Balance Forwards info not included FORMCHECKBOX Travel and expense - Provides detail info on concur transactions(only provided at the org level FORMCHECKBOX DAs only - Finance – Journals General ORG FORMCHECKBOX DAs only - Finance – Management – Includes Balance Sheet, Trial Balance, Change in Net Assets, and Budget by Major Fund GroupsChoose ONE OBI-Segment Role and specify value(s) Select one of the following and fill in ranges, single or multiple values FORMCHECKBOX Tub FORMTEXT ????? FORMCHECKBOX Org(s) FORMTEXT ????? FORMCHECKBOX Fund(s): FORMTEXT ????? FORMCHECKBOX Activity(s): FORMTEXT ????? FORMCHECKBOX Root(s): FORMTEXT ????? FORMCHECKBOX Org+Activity FORMTEXT ????? FORMCHECKBOX Org+Fund FORMTEXT ????? FORMCHECKBOX Org+Root FORMTEXT ????? FORMCHECKBOX Fund+Root FORMTEXT ????? FORMCHECKBOX GMAS Indicate the type of access (we strongly encourage org-based access only when possible). The D.A. can assign fund-based access immediately (link). 1. FORMCHECKBOX Org-based accessOrg(s): FORMTEXT ????? 2. Please indicate which role the user needs: FORMCHECKBOX PER - Period Expense Report (observer) FORMCHECKBOX Action Memo FORMCHECKBOX Dept Admin - for UPAS and At-Risk accounts. includes PER and Action Memo roles FORMCHECKBOX Lab Admin - same as Dept Admin, but does not allow Administrative team management FORMCHECKBOX GENERAL LEDGER (Journal Processing)Fill in 1 & 2:1. Org(s)/Org Range: FORMTEXT ????? 2. Salary Restrictions: PICK ONE) FORMCHECKBOX Access to all salaries FORMCHECKBOX -S: excludes salary and fringe object codes 6001-6090, 6130-6290, 6340-6370 (includes only temp salaries 6100-6129, 6300-6323) FORMCHECKBOX -FE: excludes faculty and exempt object codes 6001-6054, 6130-6179, 6230, 6250-6270, 6340- 6370 (includes only non-exempt staff and temp salaries) FORMCHECKBOX -F: excludes faculty salary & fringe object codes 6001-6040, 6230, 6250, 6340-6370 (includes exempt and non-exempt staff and temp salaries) FORMCHECKBOX AP Adjustments - Fixed Assets FORMCHECKBOX Adjustments Requestor - can request and approve, but not self-approve FORMCHECKBOX Adjustments Approver - can approve only FORMCHECKBOX HUBS – Budgeting System*1. Org(s)/Mega Org(s): FORMTEXT ????? *2. Select Role: FORMCHECKBOX Planner (read/write access) OR FORMCHECKBOX Viewer (read only access) *3. Select Responsibility: FORMCHECKBOX EmplCINA user - Access to the Employee and CINA data and most object codes between 4000-9336 FORMCHECKBOX CINA user - Access to object codes in the 4000-9336 range at an aggregate level. Individual employee salary information is blocked. FORMCHECKBOX TFO user - limited to non-Tub 370 FAS Affiliates. EmplCINA user for entire tub as described above. Allows users to copy CINA or Employee snapshots of the budget to draft versions. FORMCHECKBOX CONCUR ROPPA training certificate required (link). Email the certificate along with this form. FORMCHECKBOX Add New User (not currently in Concur) **Only to be used for individuals who are Harvard Employees in pay classes not currently fed into Concur** * required User must have A Harvard email Address: FORMTEXT ????? * required Tub: FORMTEXT ????? Org: FORMTEXT ????? * required User has a Corporate Card? Yes FORMCHECKBOX No FORMCHECKBOX * required Reason For Adding: Choose an item.End Date (default is one year from set-up date): FORMTEXT ?????-------------------------------------------------------------------------------------------------------------------------------------------------Delegate Role - THIS role is managed by the reimbursee – see process below to assign delegateOn the upper right hand corner of the screen, click Profile, then Profile SettingsUnder Expense Settings, click Expense DelegatesClick Add to bring up a Search BoxEnter the name of your Delegate into the Search BoxSelect your Delegate from the list of names Click Add to confirm your selection Next to your Delegate’s name, select which actions you would like the delegate to have access------------------------------------------------------------------------------------------------------------------------------------------------- FORMCHECKBOX Expense Approver FORMCHECKBOX COA Approver – final approver FORMCHECKBOX ADD FORMCHECKBOX REMOVE Only one COA approver per org FORMCHECKBOX ADD FORMCHECKBOX REMOVE Tub: FORMTEXT ????? Org: FORMTEXT ????? Tub: FORMTEXT ????? Org: FORMTEXT ????? Tub: FORMTEXT ????? Org: FORMTEXT ????? Tub: FORMTEXT ????? Org: FORMTEXT ????? FORMCHECKBOX Web Voucher Inquiry - This role also includes preparation and/or approving of BCD Travel Authorizations and Employee Advance Request . ROPPA training certificate required (link). Email the certificate along with this form.Please choose one option below required for BCD Travel and Employee advance access only: FORMCHECKBOX Preparer OR FORMCHECKBOX Approver If Approver, please provide Org(s)/Org Range: FORMTEXT ????? FORMCHECKBOX PI DASHBOARDAccess to tub/org or tub/root or full account string:Tub-Org(s): FORMTEXT ?????- FORMTEXT ????? or Tub-Root(s): FORMTEXT ?????- FORMTEXT ????? or Full Account string: Tub-Org-Fund-Act-Sub-Root FORMTEXT ??? . FORMTEXT ????? . FORMTEXT ???? . FORMTEXT ????? . FORMTEXT ????? . FORMTEXT ???? . FORMTEXT ????? Comments: FORMTEXT ????? ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download