Instructions for completing this form: The Department’s Manager/Supervisor initiating the request on behalf of the user must complete the following sections as applicable (at a minimum, sections 1-4a and 5a are required): Section 1 Type of Request – Section 2 General User Information – Section 3 Department Manager/Supervisor Authorization – Section 4a User Access that is available to all departments – Section 4b Additional User Access that is only available to Internal Audit – Section 4c Additional User Access that is only available to UMass Donahue – Section 4d Additional User Access that is only available to Treasurer’s Office – Section 4e Additional User Access that is only available to Procurement Office – Section 4f Additional User Access that is only available to Controller’s Office – Section 5a Department Security for PeopleSoft/Summit Reporting for the Central Office only – Section 5b Department Security for PeopleSoft Reporting for the other campuses only – Section 6 Employee Travel Authorization/Expense Reports Entry to other users – Section 7 Manager Approvals for Travel Authorization/Expense Reports – Section 8 BuyWays Department Approver for Purchases – Section 9 ProCard Reallocation Access – Section 10 Finance Department Approver Access (for HR E-FORM) – Section 11a To be completed by Data Custodians only – Section 11b To be completed by Data Custodians approving the request – The Department’s Manager/Supervisor must e-mail this form as an attachment to . Forms that are filled out incompletely, inaccurately, or do not contain the appropriate authorizations will be returned to the requesting department for resolution. If you have questions or problems completing this form, please email Holly Wang at . Section 1 Type of Request (Place X – an beside the desired action New User Account: Change to Existing Access: Department Level Security Change: Disable Account Temporary Disable Dates From: To: Section 2 General User Information – Name Email Title Hire Date HR Employee Department Name ID Section 3 Department Manager/Supervisor Authorization – Name Title Signature Date * Note: Signature is not required if the Security Form is forwarded electronically by Dept. Manager/Supervisor Section 4a User Access Information available to all departments - – – Please identify what access the user will require. the boxes to the left of each access requested. Sections 4b-4f is only applicable to certain departments requiring additional access. Only complete the sections applicable to you. Note:
Instructions for completing this form: The Department’s Manager/Supervisor initiating the request on behalf of the user must complete the following sections as applicable (at a minimum, sections 1-4a and 5a are required): Section 1 – Type of Request Section 2 – General User Information Section 3 – Department Manager/Supervisor Authorization Section 4a – User Access that is available to all departments Section 4b – Additional User Access that is only available to Internal Audit Section 4c – Additional User Access that is only available to UMass Donahue Section 4d – Additional User Access that is only available to Treasurer’s Office Section 4e – Additional User Access that is only available to Procurement Office Section 4f – Additional User Access that is only available to Controller’s Office Section 5a – Department Security for PeopleSoft/Summit Reporting for the Central Office only Section 5b – Department Security for PeopleSoft Reporting for the other campuses only Section 6 – Employee Travel Authorization/Expense Reports Entry to other users Section 7 – Manager Approvals for Travel Authorization/Expense Reports Section 8 – BuyWays Department Approver for Purchases Section 9 – ProCard Reallocation Access Section 10 – Finance Department Approver Access (for HR E-FORM) Section 11a – To be completed by Data Custodians only Section 11b – To be completed by Data Custodians approving the request The Department’s Manager/Supervisor must e-mail this form as an attachment to . Forms that are filled out incompletely, inaccurately, or do not contain the appropriate authorizations will be returned to the requesting department for resolution. If you have questions or problems completing this form, please email Holly Wang at . Section 1 – Type of Request (Place an X beside the desired action New User Account: Change to Existing Access: Department Level Security Change: Disable Account Temporary Disable Dates From: To: Section 2 – General User Information Name Email Title Hire Date Department Name HR Employee ID Section 3 – Department Manager/Supervisor Authorization Name Title Signature Date * Note: Signature is not required if the Security Form is forwarded electronically by Dept. Manager/Supervisor Section 4a – User Access Information – available to all departments - Please identify what access the user will require. the boxes to the left of each access requested. Note: Sections 4b-4f is only applicable to certain departments requiring additional access. Only complete the sections applicable to you.
UMCEN_Finance_Security_Form%20-%20FINAL.docx