Department of Medicine

Revised 06/22/17

DEPARTMENT OF MEDICINE AIS SYSTEM ACCESS REQUEST

ü User must have an email account before the request can be processed

ü All training must be complete before the user can become a preparer/reviewer

ü Complete ALL information in blue font

ü SUBMIT ONLINE AIS FORMS TO EMAIL ADDRESS:

Name: / Date:
AIS Logon ID: / Phone:
Title: / Employee ID:
MSO Name: / Phone:
Dept: Medicine / ACCESS REQUEST TYPE:
NEW
UPDATE
MSO Signature: Check for approval. This form MUST be sent (via email) from the MSO ONLY.
DSA Dept. Approval: Farah Elahi, CAO
Signature:
EXPLANATION FOR ACCESS REQUEST (REQUIRED)
PAYROLL / EDB SYSTEM ACCESS
FS Code: / EFFORT REPORTING SYSTEM
FS Code:
1) EDB Inquiry / 14) View Only
2) EDB Preparer / 15) View and Edit
3) EDB Documents / 16) Certifier
4) SYS Admin Dept. Access * Campus wide* / 17) View Payroll Information in ERS
5) EDB - IPAY Inquiry / 18) Coordinator – receives notifications
6) Online UPAY Preparer
7) Dept Time Collect (to enter timesheet info) / FINANCIAL SYSTEM ACCESS
FS Code:
8) History Record Inquiry / 19) UCLA TABLES: Definition Inquiry Campus-wide
9) History Record Update
10) History Personnel Reporting / 20) TOF Preparer/Inquiry Campus-wide
11) History Documents / 21) Admin. Cashiering Inquiry
12) Employment Verification / 22) Admin. Cashiering Update
13a) DDI Online Access (print PPP Ledgers) / 23) PAR Reports (DDI Online)
13b) DDI Online Access (print Gen. Ledgers)

Online Recharge Request – Preparer Access

DEPT CODE:

24) General Recharge Requests / FAU:
25) Blood Donation Recharge Requests / FAU:

Revised 06/22/17

PAN REVIEWER

/ 26 and 27 are global “keys” to PAN inbox. Each reviewer needs these functions, but only once.
26) Access to PAN system (NON-PAYROLL) Campus-wide
27) Access into PAN system (PAYROLL) By FS Code
28) Payroll (EDB/PPP) All payroll activity

Mandatory Reviewer: YES NO

Provide all details beyond FS code in the explanation section.

29) PPP-TRF (UPAY)

Mandatory Reviewer: YES NO

30) Budgetary (TOF)

Mandatory Reviewer: YES NO

Account

CC

Fund

31) Dept. Deposits Application (DDF)

Mandatory Reviewer: YES NO

/ / /
32) Online NPEAR (FSN)

Mandatory Reviewer: YES NO

33) PUR (Purchasing)

Mandatory Reviewer: YES NO

34) ROR (Recharge Orders Placed)
Mandatory Reviewer: YES NO
35) FSR (Recharge Orders Posted)
Mandatory Reviewer: YES NO
36) EQM (Equipment Management Transactions)
Mandatory Reviewer: YES NO

Revised 06/22/17

PURCHASING (Bruin Buy) / DEPT CODE:
37) PAC PREPARER:
MAX LIMIT AMOUNT: $ _
You MUST provide a limit. Current possible maximum is $200,000 for fund managers. / Account / CC / Fund / Sub/Object
The following only need to be added ONCE
38) Queue Processing Campus-wide
39) Supervisory function Campus-wide
40) Receiving Campus-wide
41) Inquiry by Dept. Campus-wide
42) Inquiry by Fund Campus-wide
MISCELLANEOUS FUNCTIONS / May be limited to:
43) CTS Service Requester / FAU:
44) CTS Request Reviewer / FAU:
45) Non-PEAR Preparer / FS Code: Account:
46) Non-PEAR Inquiry / FS Code:
47) MTF Requester / FS Code: Fund:
48) MTF Reviewer / FS Code: Fund:
49) Courtesy Guest Permits Access / TSREQ FAU: (MUST BE UNRESTRICTED)
50) Travel Express Approver / FS Code: FAU:
51) Student Billing Update / FS Code:
52) Student Billing Inquiry Campus-wide / No detailed access possible
53) Financial Systems (FS-QDB) / All default QDB systems.
54) Research Administration Financial Manage Reports Inquiry. / FS Code:

For more information: AIS: http://www.ais.ucla.edu/index.htm / ERS: http://efm.ucla.edu/WhatIsERS.htm