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Page 1 | 2 Education Finance Information System 2.0 (EFIS 2.0) Registration Form User Registration Process Completion *IMPORTANT, READ CAREFULLY* Sections 1 and 2 of the form must be filled out electronically to ensure proper role assignment. The signed and dated form should be sent to [email protected]. An e-mail will be sent to you with instructions for completing your access to EFIS 2.0. The e-mail will: 1.Outline account registration through GO Secure, if you are not already registered 2.Explain how to set-up your computer for optimal EFIS 2.0 use and 3.Configure your Preferences for optimal EFIS 2.0 use If you have any questions about this form, please contact: [email protected] or 416-326-8307 Form starts here 1. User Details – Please enter details directly into the electronic form First Name: Last Name: Title: Phone: Email Address: Organization Type: District School Board CC - First Nation CC - Municipal Other Organization Name: New User: Yes No Request Type: 2. User Role Requested by Authorizing Manager (please make choice in form before printing) EFIS 2.0 EPM (if both Modify and Approve privileges are required, please submit two separate requests using two separate email addresses) EFIS 2.0 Transfer Payment EFIS 2.0 File Download Portal EFIS 2.0 Data Extract Tool Does the user have any IT accessibility accommodation needs which would be required to effectively use the system? Yes No If yes, please describe:

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Page 1: Registration Form - Education Finance Information System 2 ... Support/EFIS registration for… · Page 1 | 2 Education Finance Information System 2.0 (EFIS 2.0) Registration Form

Page 1 | 2

Education Finance Information System 2.0 (EFIS 2.0) Registration Form

User Registration Process Completion *IMPORTANT, READ CAREFULLY* Sections 1 and 2 of the form must be filled out electronically to ensure proper role assignment. The signed and dated form should be sent to [email protected]. An e-mail will be sent to you with instructions for completing your access to EFIS 2.0. The e-mail will:

1.Outline account registration through GO Secure, if you are not already registered2.Explain how to set-up your computer for optimal EFIS 2.0 use and3.Configure your Preferences for optimal EFIS 2.0 use

If you have any questions about this form, please contact: [email protected] or 416-326-8307 Form starts here 1. User Details – Please enter details directly into the electronic formFirst Name: Last Name:

Title: Phone:

Email Address:

Organization Type: District School Board CC - First Nation CC - Municipal Other

Organization Name:

New User: Yes No

Request Type:

2. User Role Requested by Authorizing Manager (please make choice in form before printing)EFIS 2.0 EPM (if both Modify and Approve privileges are required, please submit two separate requests using two separate email addresses)

EFIS 2.0 Transfer Payment

EFIS 2.0 File Download Portal

EFIS 2.0 Data Extract Tool

Does the user have any IT accessibility accommodation needs which would be required to effectively use the system? Yes No

If yes, please describe:

Page 2: Registration Form - Education Finance Information System 2 ... Support/EFIS registration for… · Page 1 | 2 Education Finance Information System 2.0 (EFIS 2.0) Registration Form

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3. User Acknowledgement

I, _________________________________________________acknowledge that the Ministry of Education is providing me with system access in order to carry out the responsibilities pertaining to the EFIS 2.0 Role and/or Data Extract and/or TP Reporting and/or File Download Portal which the Authorizing Manager has assigned to me.

USER RESPONSIBILITIES

1. I have completed this form to the best of my knowledge and attest to its accuracy. 2. I will notify the Authorizing Manager immediately if there is a possibility that my system access has or may have been compromised in any way. 3. I will notify the Authorizing Manager within 48 hours of any changes to any information on my application form. 4. I will not share my login/password with other persons requiring access to the system.

I have reviewed, understood, and agree to the above.

User Signature: _________________________________________ Date (mm/dd/yy): ___________________

4. User Notice of Collection The information collected on this form is necessary for the proper implementation and administration of secure access to EFIS 2.0, TP Reporting, Data Extract Tool and File Download Portal. The information is collected for the purpose of issuing your User Name and authorizing you as a User. The information will be used to verify your identity. The completed form will be transmitted to the Ministry of Education. The personal information on the form will neither be used nor disclosed for any other purpose and will be retained by the Ministry for 7 years. 5. Authorizing Manager Sign-Off First Name: Last Name:

Title: Phone:

Email Address: Signature: _____________________________________________ Date (mm/dd/yy): ___________________