Security/Workflow and System Access

1.

• The HRP creates an employee record for a newly hired system user (current staff can skip to #4 below).

• Employee's name.# is assigned and supervisor is notified by noon the next day.
• Contact 8HELP (8-4357) for further assistance with name.# and OSU Internet password.

• Assist newly hired employee to create OSU Internet password to use with the name.# ID, see: https://acctmgt.service.ohio-state.edu/

• Complete Institutional Data Policy online training prior to being granted access to any of the Administrative Systems, see: http://buckeyesecure.osu.edu/Policy/InstitutionalDataTraining
  • Administrative Systems include: PeopleSoft, eReports, Admissions, Student Financial Aid, BARS, MARX, University Registrar's Web site, Alma Mater and the Operational Data Store.

• Complete the Gramm-Leach-Bliley Act training if accessing customer financial or credit information, see: http://buckeyesecure.osu.edu/Policy/GLBTraining

• Locate authorized System Access Contact using links below based on access needed.
  • Only System Access Contact can request user access and roles.

• HR & Financials PeopleSoft/Oracle Systems Access Contacts.

• Student Information System (SIS) Access Contacts.

• Determine the HR or Finance user role and workflow:
• GL & Budgeting Workflow
• Procurement Workflow



• GL Role Definitions
• Procurement Role Definitions
• AP Role Definitions
• HR Role Definitions

• Determine Student Information System (SIS) user roles:
  • Student Records
  • Admissions (forthcoming)
  • Student Finacial Aid (forthcoming)
  • Student Financials (forthcoming)
  • Campus Community (forthcoming)

• Complete one or both of the following forms:
  • Human Resources System Access Request form.
    
    
  • Financial System Access Request form.
  
  
  • If unable to use the form above, use this alternate Word 97 version of the Financial System Access Request Form.
  
  
  
  • Note: when prompted with the MS Security Notice window, click Enable Macros so that the form fields will be active.
  
  
  

[Pardon our mess--This is placeholder for a forthcoming .docx file]

DOCX - Financials System Access Request Form.

• Complete the following forms:
  • Student Information System(SIS) Access Request form.
  
  
  
  • If unable to use the form above, use this alternate Word 97 version of the Student Information System(SIS) Access Request Form.
  
  
  
  • Note: when prompted with the MS Security Notice window, click Enable Macros so that the form fields will be active.
  
  
  

[Pardon our mess--This is a placeholder for a forthcoming .docx file]

DOCX - Student Information System(SIS) Access Request Form.

• Verify the appropriate form has been received.
• Validate the request and grant access to the new system user.
• Confirm to original System Access Contact requestor that access is granted and that new system user may be notified.
  • OIT Data Security will generate a Data Security Compliance form that will need to be returned by the user after their review and sign-off.

return to top