PeopleSoft User Request Form

Instruction: Please complete sections A through E below. Only one request can be made per submission. If you have any comments, please use the comment section.

A: Access Administrator  (all fields required)
	First Name:		Last Name:
	Dept Code:
	Email:
	Phone:	(Format: XXX-XXX-XXXX)
B: User ID   (all fields required)
	First Name:		Last Name:
	Employee ID:
	Dept Code:
	Email:

C: Type of request actions (CHOOSE ONE - Activate, De-activate or Modify User ID)
		Activate User ID - for new employee and/or user Transfer-In from another Dept Code
		WebLinks ID:							(If available. Required for Journal Preparers.)
			Journal		P2P		RAS
		De-activate User ID - for separation and/or user Transfer-Out to another Dept Code
		Modify User ID - for modification to existing users
		Modify User ID:		(WebLinks ID required for Journal Preparers.)
			Journal		P2P		RAS

 

	Activate User ID - for new employee or user Transfer-In from another Dept Code
		Journals
		Date Online Training Completed:		please enter as MMDDYYYY
				Preparer	Both
				Approver	Other
		If Functional Role is either Preparer or Both, then:
		Approver PS User ID:			Approver Dept Code:
		Approver First Name:			Approver Last Name:
		If the Functional Role is Approver or Both, enter the preparer(s) user id(s) the approver will be approving.
		P2P (Select role(s).   The required training will be checked automatically.   Enter the training date for the required training.)
		Role
		Requester		Default Approver		Department Buyer
		Self Approving Requester		Proxy Approver		Viewer
		Reviewer		Adhoc Approver		Receiver
		Online Training:  Please enter the training date (MMDDYYYY)for the required training.
			Training Date (MMDDYYYY)		Training Date (MMDDYYYY)		Training Date (MMDDYYYY)
		Requesting		Default Approving		AdHoc Approving
		Receiving		Managing POs		Proxy Approving
		Enter the required information :
		Department Code:			Ship to Location :
		Default Approver User ID or Name:			Default Dept Buyer User ID or Name:
		Backup Dept Buyer (optional) User ID or Name			Associate Buyer Delegation :
		Research Administration System
		Department - RSA		EMF - Set Up/Billing Specialist
		OSR Analyst		EMF - Cash Manager
		UCSF Central Office User (e.g. Audit, Budget)
		Date Online Training Completed:		please enter as MMDDYYYY
		If Functional Role is "Department - RSA", then enter Access Dept Codes:

	De-activate User ID - for separation or user Transfer-Out to another Dept Code
		User ID to deactivate:
		Effective date	please enter as MMDDYYYY
		Journals:
		If Functional Role is either Approver or Both, then:
		Replacement Approver User ID:
		Replacement First Name:			Replacement Last Name:
		P2P:
		Replacement Default Approver User ID:
		Replacement First Name:			Replacement Last Name:
		Replacement Department Buyer User ID:
		Replacement First Name:			Replacement Last Name:
		Reason				Transfer	Termination
		For Default Approver and/or Department Buyer, please type in the list of Default Approver / Department Buyer and the coresponding requesters in the comment box (Section D:).

	Modify User ID
		Journals:
		From Role:	Preparer	To Role:	Preparer
			Approver		Approver
			Both		Both
			Other		Other
			"Which preparers user Id's will the 'to be' approver be approving?"
			.
		P2P (Select role(s). The required training will be checked automatically.  Enter the training date for the required training.)
		Role
		Requester		Default Approver		Department Buyer
		Self Approving Requester		Proxy Approver		Viewer
		Reviewer		Adhoc Approver		Receiver
		Online Training:  Please enter the training date (MMDDYYYY) for the required training.
			Training Date (MMDDYYYY)		Training Date (MMDDYYYY)		Training Date (MMDDYYYY)
		Requesting		Default Approving		Ad Hoc Approving
		Receiving		Managing POs		Proxy Approving
		Enter the required information:
		Department Code:			Ship to Location :
		Default Approver User ID or Name:			Default Dept Buyer User ID or Name:
		Backup Dept Buyer (optional) User ID/ Name:			Associate Buyer  Delegation :
		For Default Approver and/or Department Buyer, please type the list of the Default Approver and/or Department Buyer and the cooresponding requesters in the comment box (Section D:).
		Research Administration System: (requestor must be Access Administrator for access Dept Codes)
		Check appropriate action below:
		I am Adding Department RSA role and Dept Code for Existing PeopleSoft User ID
		I am Adding/Removing Dept Codes for existing Department RSA User ID
		I am Adding OSR Analyst role for Existing PeopleSoft User ID
		I am Adding EMF - Set Up/Billing Specialist role for Existing PeopleSoft User ID
		I am Adding EMF - Cash Manager role for Existing PeopleSoft User ID
		I am Adding UCSF - Central Office User role for Existing PeopleSoft User ID
		I am Removing the Research Administration role for Existing PeopleSoft User ID
		Date Online Training Completed:	please enter as MMDDYYYY
		Access Dept Codes to be ADDED to existing Peoplesoft User ID:
		Access Dept Codes to be REMOVED from existing PeopleSoft User ID:

D: Comments and additional information

E: Submit completed form

 

 

 

 

 

 

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This page last updated on: Saturday May 31 2008