Financial System Access Request Form

Please send completed forms to Karen Liming() Office of Research Units Only

Authorized Requestor

Your Name / Karen Liming
Phone / 614-688-4648
Email /
Department / Research
Campus Mailing Address / 1960 Kenny Road

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Last Updated: 09/20/18

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Last Updated: 09/20/18

Access Requested For

Employee Name
Employee ID
Phone
Email
Name.#
Department

Request Type

eReports and Inquiry Access only
*New Account / * If creating a new account, is there an existing account that can be deleted?
Modify Access / Name
Delete Account / Date to Remove

Special Instructions

Financials

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Model Access

By Organization: If organizational access is being modeled after another organization, complete the following box. All users and workflow roles will be copied from the modeled org.

New org: / after / Existing org:

By User: Create an account with access identical to the following user.

Name
Employee ID
User ID

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NOTE: If access is modeled after another user, the following information can be left blank.

General Ledger/Budget

NOTE: Double-Click grid to activate

Journal Entry & Budget/Fund Transfer Access & Workflow

WF-Transactions will be routed for this organization to this person’s work list for approval if necessary.

X-This person has the access and authority to perform this action/role but transactions/workflow will not be routed to this person.

‘X’ all other functional roles that apply / Org Security
Report Requester
Deposit
Earnings Prep
Earnings Maintenance
Earnings Freeze
General Funds Prep
General Funds Freeze

Procurement

NOTE: A user may NOT be assigned to both the initiation role (pink) and an approval role (green).
Double Click grid to activate.

Requisition Access and Workflow

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Last Updated: 09/20/18

WF-Transactions will be routed for this organization to this person’s work list for approval if necessary.

X-This person has the access and authority to perform this action/role but transactions/workflow will not be routed to this person

NOTE: A user may not be assigned to both the initiation role (pink) and an approval role (green).

Double Click grid to activate

Purchase Order Access and Workflow

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Last Updated: 09/20/18

WF-Transactions will be routed for this organization to this person’s work list for approval if necessary.

X-This person has the access and authority to perform this action/role but transactions/workflow will not be routed to this person

Ship To / Location Code
Default Organization
‘X’ all other functional roles that apply / Org Security
PO Receiver
Equipment Coordinator
Research Foundation Workflow
*Requires Reasearch Foundation Approval
Pre-Approver Project WF

*If you need a further explanation of the above section, please refer to the OIT web site at

New org requests must be submitted to along with the Access Request Form

Please send completed forms to

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Last Updated: 09/20/18