U sing the Role D escription R eports

Transcription

1 U sing the Role D escription R eports The Role D escriptions reports have been updated to m ore clearly correspond to the term s used in the U Access A ccess Provisioning Tool (APT). U se the reports to find the follow ing types of inform ation: D escription for a given Technical Role N am e Functional Role N am e for a given Technical Role N am e APT selections for requesting access to a given Technical Role N am e Training Requirem ents and contact inform ation, including Prerequisites and Business Training See also U nderstanding Prerequisites, Training Requirem ents, and W hen to Request A ccess, an available docum ent on the EAST Access Provisioning docum entation site. There are separate reports for each U Access system, w ith titles m atching the System s listed in the APT on the first System selection page. The reports are sorted alphabetically by Subject, then Functional Role N am e. Finding a R ole To find a Role in the report, use Cntl-F to open a Find w indow, and search by w hatever portion of the Role N am e is know n such as the Technical or Functional Role N am e as listed in U A ccess A nalytics D ashboards > Security > Security > A ll Roles. Identifying the A PT Selections for a R ole U se the Request Access Provisioning Tool Path inform ation to identify the System, Subject, and Role N am e for a Role. To request access for this Role, follow these precise selections in the A PT. W hen there is no Request Access Provisioning Tool Path and the O n APT flag is not checked, the Role is not listed in the APT. Contact EAST (U em ail.arizona.edu) to request access to this Role. Training All Training Requirem ents given for a Role m ust be com pleted prior to provisioning. The Training Inform ation listed here is provided so that U sers and their APLs m ay m ake arrangem ents for training in advance of subm itting requests for access. N ote m any roles have m ultiple training requirem ents.

2 Subject Area: 1099 Processing Functional Name UA 1099 Tax Specialist Technical Name Processing Tax Specialist Subject Area: Accounts Receivable Functional Name AR Biller Technical Name 2 Subject Area: Accounts Receivable Functional Name AR Processor Technical Name 4 Grants access to the basic functions of Accounts Receivable, such as the ability to create invoices or customers. Includes the ability to download reports in the AR directory. Grants access within Accounts Receivable to initiate Application and Cash Control documents, add new records to the Organization Options and Organization Accounting Defaults tables. Page 2

3 Subject Area: Affiliates/DCCs UAccess Financials > Affiliates/DCCs > Base Financial System Access - Affiliates and DCCs (role 11173) Functional Name Base Financial System Access - Affiliates and DCCs (role 111 Technical Name Grants users the same access available to Active Faculty and Staff. Subject Area: Affiliates/DCCs UAccess Financials > Affiliates/DCCs > UA Affiliate Account Supervisor (role 10421) Functional Name UA Affiliate Account Supervisor (role 10421) Technical Name Grants users access to be eligible to be added to a UAccess Financials account as an account supervisor. Subject Area: Business and Administrative User Access UAccess Financials > Business and Administrative User Access > Business and Administrative User Access (role 54) Functional Name Business and Administrative User Access (role 54) Technical Name 54 Grants user access to be eligible to serve as Fiscal Officers and Delegates; Chart of Accounts and Workflow. Page 3

4 Subject Area: Capital Assess Management Functional Name UA FSO Property Management Technical Name Grants access to manage the Capital Asset module and modify the Plant Fund accounts associated with organizations. Subject Area: Capital Assess Management Functional Name UA PACS Surplus Manager Technical Name Capital Asset Management - UA PACS Surplus Manager Subject Area: Capital Assess Management Functional Name UA SPS Property Manager Technical Name Grants access to modify the Award History tab on the Asset document and blanket approve Capital Asset Simple Maintenance docs. Page 4

5 Subject Area: Chart of Accounts Functional Name UA Budget Office Analyst Technical Name Subject Area: Chart of Accounts Grants access to initiate Budget Office Maintenance Documents. Functional Name UA Budget Office Manager Technical Name Subject Area: Chart of Accounts Functional Name UA Chart Temp Technical Name Grants access to initiate and approve Budget Office Maintenance documents. Grants access to a Chart Manager s group without giving them access to superuser approval. Page 5

6 Subject Area: Chart of Accounts Functional Name UA FSO Rate Studies Accountant Technical Name Subject Area: Contract & Grants Chart of Accounts - UA FSO Rate Studies Accountant Functional Name UA SPS Manager Technical Name Contracts & Grants - UA SPS Manager Subject Area: Contract & Grants Functional Name UA SPS Pre-Award Technical Name Grants access to initiate Agency docs. Page 6

7 Subject Area: Enterprise Infrastructure Functional Name UA FSO AP Tax Specialists Technical Name Functional Name Cash Manager Technical Name 11 Enterprise Infrastructure - UA FSO AP Tax Specialists Grants access to work the Cash Management Document and verify Cash Receipt documents for a given campus. Functional Name Disbursement Method Reviewers Technical Name Identifies users who receive workflow action requests for Disbursement Vouchers with specified payment methods and can edit the accounting lines on Wire Transfers and Foreign Drafts. Page 7

8 Functional Name PCARD Card Holder Technical Name 1303 Functional Name PCARD Reconciler Technical Name 1304 Financial Processing - Derived Role - Procurement Cardholder Financial Processing - Derived Role - Procurement Card Reconciler Functional Name UA Budget Transfer Group Technical Name Grants access to initiate and blanket approves transfer of funds documents. Page 8

9 Functional Name UA Bursars Office Manager Technical Name Grants access to maintain and approve changes to the Cash Drawer. Functional Name UA FSO Bursar's Office Banking Reps Technical Name Financial Processing - UA FSO Bursar's Office Banking Reps Functional Name UA FSO Capital Finance Technical Name Financial Processing - UA FSO Capital Finance Page 9

10 Functional Name UA FSO Capital Finance Manager Technical Name Financial Processing - UA FSO Capital Finance Manager Functional Name UA FSO Cash Accounting Technical Name Financial Processing - UA FSO Cash Accounting Functional Name UA FSO Financial Management Manager Technical Name Grants access to receive approval requests for the General Ledger and Labor Ledger Correction Process documents and the Chart of Accounts Simple Maintenance documents if initiated by the Chart Manager. Also allows the ability to initiate simple Chart of Accounts Maintenance docs which will route to the Chart Manager for approval and the ability to approve changes to Labor Ledger Simple Maintenance docs. Page 10

11 Functional Name UA FSO FM Accounting Manager Technical Name Identifies users who will receive workflow requests to approve Payment Method Code docs and initiate JVs. Functional Name UA FSO Fund Accountant Technical Name Grants access for FSO Fund Accountants to blanket approve DI, TF, GEC and initiate Object codes, JVs, GLCPs. Includes the ability to receive PURAP Separation of Duties requests, initiate System Simple Maintenance documents, create new and maintain existing Parameters as well as the ability to download reports from Chart of Accounts and System directory. Functional Name UA FSO Separation of Duties Technical Name Grants access to receive workflow requests when Org Review is not set up in the department for REQS. Page 11

12 Functional Name UA FSO Tax Compliance Manager Technical Name Grants access to initiate changes to the simple maintenance documents related to Tax. Functional Name Accounting Reviewer Technical Name 28 Grants access to receive workflow action requests for documents of a specified type that contain accounts belonging to a specified chart and organization (including the organization hierarchy) and within a certain dollar amount or involving a specified override code. Functional Name Accounts Receivable Lockbox Manager Technical Name 30 Grants access for Central Accounts Receivable staff to receive workflow action requests for Cash Control and Lockbox documents. Includes access for the Electronic Fund Transfer screen and the ability to claim those funds using a Cash Control document. Page 12

13 Functional Name Batch Job Modifier Technical Name 82 Identifies users with the Modify Batch Job permission and provides access to the Schedule lookup. Functional Name Contracts & Grants Processor Technical Name 39 Grants access for central contract and grant staff to receive workflow action requests for transactions involving grant accounts. Includes the ability to view Research Risk information on Proposal documents, establish cost share sub-accounts and modify the object codes on Salary Expense Transfer documents, as well as the ability to download reports in the Effort Cert and CnG reports directory. Functional Name Contracts & Grants Project Director Technical Name 40 Identifies users that may be selected as Project Directors on the Proposal or Award document. Page 13

14 Functional Name Organization Fund Reviewer Technical Name Identifies users who will receive Account and Global Account docs based on fund or sub-fund. Functional Name Organization Reviewer Technical Name 7 Grants access for users to receive workflow action requests for documents of a specified type that include a specified chart and organization (including the organization hierarchy). Functional Name UA Action List Reviewer Technical Name Grants access to view the images tab on documents in order to review supporting documentation when approving transactions over $50,000 via the Organization Review route. Page 14

15 Functional Name UA Chart Manager Technical Name Financial System - UA Chart Manager Functional Name UA Document Requeuer Technical Name Financial System - UA Document Requeuer Functional Name UA FSO Administration Technical Name Grants access to view the images tab on documents in order to review supporting documentation when approving transactions over $50,000 via the Organization Review route. Page 15

16 Functional Name UA FSO FM Special Processor Technical Name Intended to be used temporarily, for specific requests and with appropriate permissions for the request. Functional Name UA FSO ITS Enterprise Application Manager Technical Name Functional Name UA KFS Developers Technical Name Grants access to create parms and view batch files. Grants access for system developers to view batch reports to troubleshoot ControlM issues, use the Document Ingestion and Document Operation. Page 16

17 Functional Name UA Parameter Manager Technical Name Financial System - UA Parameter Manager Functional Name UA Scholarships Financial Aid Processor Technical Name Grants access for users in the Office of Scholarships and Financial Aid to change object codes for Salary Expense Transfers and override open effort certifications. Functional Name UA Security Manager Technical Name Financial System - UA Security Manager Page 17

18 Functional Name UA Super User Technical Name Grants access to approve a document at its current route node, approve the document to final, disapprove it or cancel it. The Super User approval can bypass approvals that would otherwise be required. Functional Name UA UITS Security Manager Technical Name Grants access to assign roles to users. Subject Area: Labor Distribution Functional Name UA FSO Payroll Accountant Technical Name Grants access to initiate LLJV, LLCP and blanket approve Salary Expense Transfers and includes the ability to download reports from Labor Ledger directory. Page 18

19 Subject Area: Pre-Disbursement Processor Functional Name UA FSO AP Check Control Technical Name Grants access for management of the PDP module. Subject Area: Pre-Disbursement Processor Functional Name UA FSO AP Check Formatter Technical Name Grants access to set payments for immediate pay and use the Format Checks/ACH screen in PDP. Subject Area: Pre-Disbursement Processor Functional Name UA FSO Disbursement Services Managers Technical Name Grants access to approve modifications to the Customer Profile (CSPR) and Payment Term Types (PMPA) document; receive FYI on PMCD changes. Initiate MOTD, PMVT and FP Paramenters. Page 19

20 Subject Area: Purchasing & Contract Services Functional Name UA PACS Manager Technical Name Purchasing & Contract Services - UA PACS Manager Subject Area: Purchasing & Contract Services Functional Name UA PACS Vendor Reviewer Technical Name Purchasing & Contract Services - UA PACS Vendor Reviewer Subject Area: Purchasing / Accounts Payable Functional Name Contract Manager Technical Name 25 Grants access to review and approve Purchase Orders. Page 20

21 Subject Area: Purchasing / Accounts Payable Functional Name Potentially Sensitive Document User Technical Name 84 Identifies users who can view KFS-PURAP documents that have been identified as potentially sensitive. Subject Area: Purchasing / Accounts Payable Functional Name Purchasing Processor Technical Name 26 Grants access for Purchasing staff to receive action requests for most Purchasing document types as well as receiving action requests for Disbursement Vouchers paying PO Type Vendors. Subject Area: Purchasing / Accounts Payable Functional Name Sensitive Related Document Initiator Or Reviewer Technical Name 85 Identifies users who have initiated or received a workflow action request for a sensitive KFS-PURAP document. Page 21

22 Subject Area: Purchasing / Accounts Payable Functional Name UA FSO Accounts Payable EIRT Specialist Technical Name Identifies users who receive requests to process EIRTs. Subject Area: Purchasing / Accounts Payable Functional Name UA FSO Accounts Payable Manager Technical Name Purchasing / Accounts Payable - UA FSO Accounts Payable Manager Subject Area: Purchasing / Accounts Payable Functional Name UA FSO Accounts Payable Specialist Technical Name Purchasing / Accounts Payable - UA FSO Accounts Payable Specialist Page 22

23 Subject Area: Purchasing / Accounts Payable Functional Name UA FSO Check Reconciliaton Technical Name Purchasing / Accounts Payable - UA FSO Check Reconciliaton Subject Area: Purchasing / Accounts Payable Functional Name UA FSO OPS Customer Service Technical Name Grants access to look up records such as Payrements and Batches in PDP. Subject Area: Purchasing / Accounts Payable Functional Name UA PACS Administrator Technical Name Grants access for UA PACS administration to assign POs, process change orders, amend and void POs resend B2B, view files in the PURAP BatchSchedule directory, initiate PURAP and Vendor Simple Maintenance. Includes the ability to update and blanket approve existing parameters with the KFS-PACS namespace, view EIRTs and print Purchase Orders. Page 23

24 Subject Area: Purchasing / Accounts Payable Functional Name UA PCard Administrator Technical Name Subject Area: Vendor Grants access to update the PCard Holder Maintenance documents, update and blanket approve existing parameters with the KFS- PCARD namespace, and view/download reports in the FP reports directory. Functional Name Exclude Single Actor Reviewer Technical Name Subject Area: Vendor Functional Name Reviewer Technical Name 56 Vendor - Exclude Single Actor Reviewer Grants access to receive workflow action requests for the Vendor document, and includes the ability to download reports from the Vendor directory. Page 24