"Request Access to PeopleSoft Financials Application"
California State University, Dominguez Hills Reset Form Print Form Request Access to PeopleSoft Financials Application New Access Request Division of Administration and Finance Change/Update Access Cancel/Delete Access Deliver to: Administrative Information Systems t Welch Hall (WH) 380 Reinstate Access User Information I am: Faculty Staff Administrator Student Worker Effective Date: User Name: E-mail Address: EmplID: Reason for Request: Change in Responsibilities Name: New Employee Additional Access Requested Job Title: Other Department: Office Phone: Location: Primary Dept. ID: Training: Requested Completed I hereby acknowledge that as part of the duties and responsibilities associated with my position at California State University, Dominguez Hills (University), that I may have access to personal and confidential information. I fully understand that I am expected to safeguard this information and only access and use it as part of the duties and responsibilities of my position at the University. I also understand that the directives concerning the access and safeguarding of personal and confidential information are found in Section 1798 of the Civil Code [the Information Practices Act], Sections 6250-6270 of the Government Code [the Public Records Act], Sections 4840-4846 of the State Administrative Manual and Coded Memorandum HR 2002-27. Allowing unauthorized access to the PeopleSoft Financials application, also known as Common Management Systems (CMS), or disclosing personal and confidential information constitutes a violation of one or more of these sections and may result in disciplinary action. User Signature: Date: Authorization: Department Supervisor Approval: Date: Security Authorization (MPP): Dean/College Resource Manager/ Department Head [please print or type title]: Signature: Date: Division or CIO Approval: Division Administrator [please print or type title]: Signature: Date: Vice President for Administration & Finance: Date: CMS User ID: Access to Financials Analyst Employee ID: Initials /Date: _________________ Request Access to PeopleSoft Financials Application Page 1 Request(s) for Specific Access to PeopleSoft Financials Application Modules/Roles Supervisor or Financial Manager is to complete the following: Roles Access to Online Requisitions Accounting Definitions Access to Requisitions - Enter Accounting Analyst Allows user to create requisitions in an Open status, view/print Accounting Director requisitions, and view purchase order information. Accounting Manager Access to Requisitions - Approve Bank Accountant Allows user to approve online requisitions, view/print requisitions, and view purchase order information. Accounting Analyst - Student Financials General Accountant Access to Requisitions - Enter and Approve Checking both boxes allows the user to create and approve Accounts Payable requisitions, view/print requisitions, and view purchase order information. Accounts Payable Manager Enter Accounts Payable Technician Approve Accounts Payable / General Ledger Technician Name of Approver(s) Accounts Receivable Inquiry and Reports Accounts Receivable / Billing Coordinator SAM 18 Reports Budget SAM 9A Consolidated Detail Report Budget Officer Open PO Report Procurement Budget Balance Available (BBA) Purchasing Director Query Access Purchasing Lead Create Query Purchasing Buyer View Query Purchasing Student Worker Attended Query Training Receiving Other, please specify Procurement Cardholder (ProCard) Asset Manager Supervisor or Financial Manager Signature/Date (required): CMS Security Team Use Only Additional Comments: Row Level Granted: Date Created/Updated: Access will only be granted if the proper CMS training course(s) and/or on-the-job training have been completed and the functionality is required to perform your job. The Financials functional leads and/or trainers have the final sign-off on the access that will be granted. Request Access to PeopleSoft Financials Revised 11/25/2008 Page 2