define departmental user access form and guidelines january 2011
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DEFINE Departmental User Access Form and Guidelines
DEFINE Departmental User Access Form and Guidelines
January 2011January 2011January 2011January 2011
DEFINE Departmental User Access Form and Guidelines
DEFINE Departmental User Access Form and Guidelines
Project Timeline
Project Start November 2010
- DEFINE Departmental User Access Form redesign
- Develop and write guidelines
Project Go-Live January 2011
Project Timeline
Project Start November 2010
- DEFINE Departmental User Access Form redesign
- Develop and write guidelines
Project Go-Live January 2011
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DEFINE Departmental User Access Form and Guidelines
DEFINE Departmental User Access Form and Guidelines
DEFINE Departmental User Access Form redesign Consolidate requested information on a single page Added information required for distribution of the COGNOS
Statement of Accounts reports (pending)
Guidelines provide: Form, Purpose and Scope Procedural considerations DEFINE Departmental User Access Form Completion Instructions
DEFINE Departmental User Access Form redesign Consolidate requested information on a single page Added information required for distribution of the COGNOS
Statement of Accounts reports (pending)
Guidelines provide: Form, Purpose and Scope Procedural considerations DEFINE Departmental User Access Form Completion Instructions
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DEFINE Departmental User Access Form Overview
DEFINE Departmental User Access Form Overview
Overview of Newly Designed FormSection I – Information about the DEFINE Requestor
Person who will receive access
Section II – Unit code(s), Budget group(s), or Account number(s) to which access will be authorized
Overview of Newly Designed FormSection I – Information about the DEFINE Requestor
Person who will receive access
Section II – Unit code(s), Budget group(s), or Account number(s) to which access will be authorized
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DEFINE Departmental User Access Form Overview, Continued
DEFINE Departmental User Access Form Overview, Continued
Section III – Types of authorization for electronic document approvals for the unit codes indicated on the form:
ADDITIONS or DELETIONS OF: Written signature approval as an additional authorized signer for
electronic documents Authorization for approving DEFINE electronic documents routed
for transactions funded by budget groups within the unit code
Section III – Types of authorization for electronic document approvals for the unit codes indicated on the form:
ADDITIONS or DELETIONS OF: Written signature approval as an additional authorized signer for
electronic documents Authorization for approving DEFINE electronic documents routed
for transactions funded by budget groups within the unit code
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DEFINE Departmental User Access Form Overview, Continued
DEFINE Departmental User Access Form Overview, Continued
New Section on Form
Section IV – Will the DEFINE user requesting access be responsible for reconciling Statement of Accounts within their department?
If yes, include a list of unit code(s) for Statement of Accounts to be reconciled
Data collected for report distribution purposes
New Section on Form
Section IV – Will the DEFINE user requesting access be responsible for reconciling Statement of Accounts within their department?
If yes, include a list of unit code(s) for Statement of Accounts to be reconciled
Data collected for report distribution purposes
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DEFINE Departmental User Access Form and Related Guidelines
DEFINE Departmental User Access Form and Related Guidelines
DEFINE Departmental User Access Form Overview/Highlights Continued –
Section V – Explanation for requesting access to an existing DEFINE desk with current authorizations or request specific command authorizations Access requested to an existing named desk will contain all
commands authorized on that desk If specific authorization for commands is requested, select all
commands that will apply
DEFINE Departmental User Access Form Overview/Highlights Continued –
Section V – Explanation for requesting access to an existing DEFINE desk with current authorizations or request specific command authorizations Access requested to an existing named desk will contain all
commands authorized on that desk If specific authorization for commands is requested, select all
commands that will apply
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DEFINE Departmental User Access Form Overview, Continued
DEFINE Departmental User Access Form Overview, Continued
Section VI – Explanation of Electronic Office Manager (EOM) or Unit/Account Administrator Authorization Electronic Office Manager is the person responsible for
the established electronic office and all unit codes that belong to the office
Unit/Account Administrator is the person responsible for fiscal responsibility and decision-making authority for the unit code
Section VI – Explanation of Electronic Office Manager (EOM) or Unit/Account Administrator Authorization Electronic Office Manager is the person responsible for
the established electronic office and all unit codes that belong to the office
Unit/Account Administrator is the person responsible for fiscal responsibility and decision-making authority for the unit code
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DEFINE Departmental User Access Guidelines
DEFINE Departmental User Access Guidelines
Purpose of New Guideline
Explain how to obtain access to DEFINE and the various functional authorities granted
Provide instructions for completion of the DEFINE Departmental User Access Form
Purpose of New Guideline
Explain how to obtain access to DEFINE and the various functional authorities granted
Provide instructions for completion of the DEFINE Departmental User Access Form
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DEFINE Departmental User Access Overview of Guidelines
DEFINE Departmental User Access Overview of Guidelines
What is DEFINE? Who can access? / DEFINE Users DEFINE Access Levels / Electronic Offices, Desks and Commands Authorized Signers for Departmental DEFINE Access Requesting Access to DEFINE Deleting or Making Changes to DEFINE Access Password Reset for DEFINE and UT Direct Commonly Used DEFINE Commands for Departmental Users User Capabilities in DEFINE Completing the DEFINE Departmental User Access Form Definitions/References/Links Related Forms/Worksheets
What is DEFINE? Who can access? / DEFINE Users DEFINE Access Levels / Electronic Offices, Desks and Commands Authorized Signers for Departmental DEFINE Access Requesting Access to DEFINE Deleting or Making Changes to DEFINE Access Password Reset for DEFINE and UT Direct Commonly Used DEFINE Commands for Departmental Users User Capabilities in DEFINE Completing the DEFINE Departmental User Access Form Definitions/References/Links Related Forms/Worksheets
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DEFINE Departmental User Access Overview of Guidelines
DEFINE Departmental User Access Overview of Guidelines
DEFINE Departmental User Form link:http://utsa.edu/financialaffairs/Forms/#D
Financial Information Access and Security – DEFINEAccess Guidelines link:http://www.utsa.edu/financialaffairs/opguidelines/0105.html
DEFINE Departmental User Form link:http://utsa.edu/financialaffairs/Forms/#D
Financial Information Access and Security – DEFINEAccess Guidelines link:http://www.utsa.edu/financialaffairs/opguidelines/0105.html
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QuestionsQuestionsQuestionsQuestions
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