PeopleSoft FMS
Account Request Form
Section I

New Account
Change Account/Effective Date:

Name:
Title: Employee ID:
HRMS Dept
Code: 		Bldg Code/Rm:
Phone: Fax:
     Users of the following departments are to skip Section II - A only.     
Budget & Financial Reporting Procurement Services/AP Student Financial Aid
PAFT CAM ERT
FAST Bursars Office General Accounting
Bursars Office Cash Management Internal Services Departments
Section II

A.   Please note that the Financial's Overview course is a prerequisite prior to any FMS security access being granted. Specific mandatory training is also required for each role. If you have not completed the required training or if no training record is on file, your request cannot be completed.

Please check all transactions types for which you are requesting access to:
Transaction
Training Requirements
Inquiry Access & Reporting Financial's Overview
Requisition Entry eProcurement
Travel Requests Travel for End-Users
AP Voucher Entry (RI) AP for End Users or AP for Processors
PO Update/Change Orders (departmental buyers only) eProcurement
AR Billing Entry Billing
Finalize Bills (Print & Post) Billing
Cash Receipt Entry/Apply Cash Miscellaneous Cash
Budget Transfers GL for End Users or GL for Processors
Budget Journal Entry GL for End Users or GL for Processors
GL Journal Entry (JV) GL for End Users or GL for Processors
Query Manager Query Manager
Helpdesk Financial's Overview



B.   Should your job require you to enter requisitions on behalf of other staff members, you will need to specify which departments you will need entry authority for. By default you will receive authorization over any requestor ID assigned to that department. List the home HRMS departments for which you enter requisitions on behalf of the assigned staff (Applicable only to staff of Departmental Data Entry, Buyer or Buyer/Administrator roles).

Please specify below which departments you need entry authority for:
Department Name Department Code


C.   Approval authority is not required in order to enter requisitions. Requestors are designated as individuals for whom the requisition is being entered for. Requisitions by default are routed to designated Approvers for the Requestor's home HRMS department. Requestors cannot approve their own requisitions regardless of whether the Requestor is designated as an Approver for their own home HRMS department.

Please specify below which departments you need approval authority for:
Department Name Department Code

Individuals using information assets and computer resources owned by the UTHSCH will be held accountable for such use and are expected to familiarize themselves - and comply with - published UTHSCH and departmental security procedures and guidelines. Failure to comply with these policies, or procedures and guidelines may result in disciplinary action up to and including termination of employment or contract and my constitute a basis of legal proceedings. For more information, please visit HOOP Chapter 17: Responsibility for the Use of Information Resources.

I understand the provisions described in the Guidelines above, and accept personal responsibility for complying to them:


___________________________________________________
Signature of Employee:

___________
Date:


___________________________________________________
Signature of Supervisor:

 ___________
Date:

Please PRINT and submit completed form to your departmental security coordinator. You will be notified when processing is completed.

 

 

 

 

Security Coordinators - select the proper security profile for this user (only choose one):

ENDUSERS DO NOT FILL THIS SECTION OUT
Non-Processing Department Roles
Inquiry/Reporting User
Requisition Entry Departmental Buyer
Departmental Data Entry Departmental Buyer/Administrator
Processing Department Roles
Budget and Financial Reporting General Accounting
PAFT Employee Reimbursements Team
FAST I FAST II
Bursar Student Financial Aid
Student Loan Collection Cash Management and Investments
 
Purchasing Buyer Purchasing Receiver
Purchasing e-Commerce Buyer Purchasing Administrator
Purchasing Buycard Administrator Purchasing Director
   
Accounts Payable Payments Team Accounts Payable Disbursements Team
Accounts Payable Manager  
   
Asset Management Additions Asset Management Disposal/Transfer
Asset Management Physical Inventory Asset Management Lead
Asset Management Manager  
 
Internal Service Control Operations

Note: Processing department profiles can only be assigned if the user's home HRMS department equals the role's predefined department criteria.

 


_____________________________________     _____________________________________
Security Coordinator Signature:                         Printed Name


___________
Date:		  

Security Coordinators should retain a copy of the request and forward the signed original request to: Records Management, UCT 180 where they will be imaged.