Effort Reporting System User Access Form

Instructions: Access Administrator completes Section A and the related Section as instructed in question 4 below. Add comments or additional information at the bottom of the form and click "Submit".

. Section A - All fields are required.
1. Access Administrator completing this form:
	First Name:		Last Name:
	Dept Code:
	Email:
	Phone:	Please enter in format (XXX-XXX-XXXX)
2. ERS User Access request is for the following employee (only one user per form):
	First Name:		Last Name:
	Employee ID:
	Email:
3. Effort Report Coordinator for the department:
	First Name:		Last Name:
	Email:

4. Type of Request (only one request per form)
	Activate User - complete Section B to activate a user who is new to UCSF or new to the department; includes ERCs, Viewers, Reviewers, PIs and Self Certifiers
	Deactivate User - complete Section C to deactivate a user who has separated, left the department, or no longer requires access to ERS; includes ERCs, Viewers, Reviewers, PIs and Self Certifiers
	Modify User - complete Section D to modify a user's role; includes ERCs, Viewers, and Reviewers
	Delegate Certification Authority - complete Section E to delegate authority to certify from one person to another; includes PIs and Self-Certifiers

	. Section B - Activate User
		Identify User's role in ERS: (choose one)
		Reviewer
		Viewer
		Effort Report Coordinator (ERC)
		Reviewer + ERC
		Reviewer + Viewer
		PI or other Self Certifier
		ERCs, Viewers and Reviewers are required to complete the ERS Training Course in WebCT before receiving access to ERS. Please verify if User has completed the training by clicking below:
		Yes, User has completed the ERS Training Course
		ERCs must be updated in the Dept Code Role Table which appears in WebLinks. After submitting this form, please email your ERC changes to Jim Reiter in Accounting at James.Reiter@ucsf.edu.

	. Section C - Deactivate User
		User ID to deactivate:
		Effective date of deactivation:	please enter as MMDDYYYY
	Important:
	One ERC must be assigned to each Dept Code. If the modification includes changes to an ERC role, you must also:
	1.	complete an additional ERS User Access Form to add the ERC role to another user in the department; and:
	2.	email Jim Reiter in Accounting at James.Reiter@ucsf.edu to update the ERC information in the Dept Code Role Table which appears in WebLinks.

	. Section D - Modify User
		User ID to modify:
		User's Current Role			User's New Role
		Reviewer			Reviewer
		Viewer			Viewer
		Effort Report Coordinator (ERC)			Effort Report Coordinator (ERC)
		Reviewer + ERC			Reviewer + ERC
		Reviewer + Viewer			Reviewer + Viewer
		Other Request (Enter instruction in Comments box)
	Important:
	One ERC must be assigned to each Dept Code. If the modification includes changes to an ERC role, you must also:
	1.	complete an additional ERS User Access Form to add or remove the ERC role to/from another user in the department; and
	2.	email Jim Reiter in Accounting at James.Reiter@ucsf.edu to update the ERC information in the Dept Code Role Table which appears in WebLinks.

. Section E - Delegate Certification Authority
Important:
Certification can only be delegated to someone who has first hand knowledge of the effort to be certified. When delegating a PI's certification authority to someone else, the authorization can be a specific project (a resource delegation) or a specific individual (an employee delegation).
Current Certification Authority :
	First Name		Last Name		Employee ID
Delegate Authority To:
	First Name		Last Name		Employee ID
Select Employee Delegation and/or Resource Delegation
	Employee Delegation
	First Name		Last Name		Employee ID
	First Name		Last Name		Employee ID
	First Name		Last Name		Employee ID
	First Name		Last Name		Employee ID
	Resource Delegation (If checked, must enter Fund, DPA, and Award# for each line)
	Fund		DPA		Award#
	Fund		DPA		Award#
	Fund		DPA		Award#
	Fund		DPA		Award#
If you have more than 4 employee or resource delegations, please put in comments box below.
Reason for request (required field)
All requests for delegating certification authority are reviewed by the EMF Compliance Team and approved on a case-by-case basis.

. Comments

Submit completed form

 

 

 

 

 

 

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This page last updated on: Friday April 11 2008