PeopleSoft Campus Solutions Roles

Transcription

1 Business Units Community HUMCSCC Common CC Base HUMCSCC 3Cs Configuration Setu HUMCSCC Maintain Organizations 101. Common Base CC Role C's Configuration Setup 103. Maintain Organizations 104. Solutions General User Access Grantor: Clint Rebik or Steven Ladwig Access Grantor: Steven Ladwig Access Grantor: Clink Rebik PeopleSoft Solutions Roles For Information Only: Base Role for all Solutions Community Access. This role and role 304 Student Enrollment Allows specially trained staff members to set up and configure Communications, Comments and Checklists ( 3 C s ). See PeopleBooks, CMS Guides or HSU Business Process Guide 3 C s Setup. Reserved for staff and other campus members who deal with non school External Organizations, who are authorized and trained to maintain External Organization tables, including new/updated schools, and related ERS mapping. Automatically included when a PeopleSoft Solutions role is requested and includes the following access: CSU ID Search, Search/Match, Community, Student Enrollment summary (role #341) Health Center Health Center Student Engage Lead ITS Spec Apps All CS Users Medical Transfer & Grad Counselor Special Projects Associate Dean Accounting Technician IT Specialist Student Support Liaison HUMCSCC Address Phone Upd Only HUMCSAD Mgr 105. Community Address Phone 201. Manager Community access to update only address and phone contact information Access Grantor: Steve Ladwig This role is reserved for Enrollment Management staff members needing access to background setup tables and processing pages, including ERS, in addition to the standard pages needed for day to day admissionsrelated tasks. Admin privileges for the Early Start Program. Run specific PS and CMS processes necessary to delete applications from CMS Staging Tables and from PS Pages. set up yearly configuration necessary for automated CSU admission evaluation; also to run the actual automated evaluation processes. manage Duplicate Records. Add/Update: All and Solutions pages. Run Reports: CO Reporting tables. Extended Education Accounting Technician Student Student HUMCSAD Staff 202. Staff should be Staff ONLY. This role is used by staff members within Enrollment Management who do admissions related tasks, including updating and inserting admissions related data. Smart page and Summary report for the Early Start Program. In addition, designated staff outside Enrollment Management who do admissions related tasks, such as the NSE coordinator and Graduate Studies staff member, could be granted Administrative Analyst Counselor

2 HUMCSAD Student HUMCSAD Cross Module Admiss Pg HUMCSAD CSU Auto Eval Prcs 203. Student Worker 204. Cross Module Summary this role. Add/Update: All pages Process: Early start This role is used for students working in the Office. It provides view access to related pages, with partially masked SSNs. Inquire: View access to related pages. This role was designed for use by staff members outside of the or Registrar's Office, who need to view (but not update) certain admissionsrelated pages, including admission status, test scores, Graduate Application "Statements of Purpose," the admission application staging tables. Smart page and Summary report for the Early Start Program. Inquire: inquiry Reserved for staff who are authorized and trained to set up yearly configuration necessary for automated CSU admission evaluation; also to run the 206. CSU Auto actual automated evaluation processes. Evaluation Process Add/Update: Yearly configuration for automated CSU admission evaluation. Process: Run automated evaluation processes. Athletics CNRS Health Center HOP INRSEP Institutional Research ITEPP Psychology School of Education School of Education Student Academic Student Academic Student Rights Talent Search Testing Center Veterans Affairs Veterans Affairs Student Student Professional Grant Loan Specialist to Systems Analyst Recruitment Study Abroad Basic Skills Specialist Language Skills Specialist Tutorial Academic Scheduler Articulation Officer DARS Records Analyst Registrar Student Transfer & Grad Counselor Graduate EED Education Resource Specialist Resource Specialist Dean of Students Student Support Liaison Manager Counselor Student Veterans Reserved for, Records and staff who need access to view/update the CMS

3 HUMCSAD Admiss Status HUMCSAD Ext Test Score Process HUMCSAD Orientation Admin HUMCSAD Orientation Read Only HUMCSCC Address Phone Upd Only HUMCSAD_QUIC K_ADMIT_ONLY Student Records HUMCSSR AIR Center 209. Status Reserved for staff who are authorized and trained to run processes necessary to load/search/match/post various incoming test scores 210. External Test into PS. Score Process Add/Update: Load and post incoming test scores. Process: External test score loads Inquire: External test scores 212. HOP Registration 213. HOP Access Read only 215. Quick Admit OR Intake Add/Update: Process: Full read/write access to the admin side of the student orientation registration mod Add/Update: Student orientation registration module Read only access to the admin side of the student orientation registration mod Inquire: Student orientation registration module Allows specially trained student workers in 214. office the ability to not only view Community addresses and phones, but also to update them. Update to Address Add/Update: Addresses and phone numbers and Phone Inquire: Addresses and phone numbers Process: Quick admits Access Grantor: Clint Rebik Add/Update: Enrollment Inquire: status, Advising information, appointment setup, Catalog scheduling, class schedules, and Enrollment Summary. HOP Student Academic Student Academic ITS App Dev Athletics HOP Art ITEPP Extended Education Counselor Basic Skills Specialist Language Skills Specialist Tutorial Basic Skills Specialist Programmer Counselor Academic Scheduler DARS Registrar Transfer & Grad Counselor Student Lecturer Student Student Student Publications

4 HUMCSSR CO Reporting HUMCSSR Counseling HUMCSSR Course Catalog Update HUMCSSR DARS Audit Admin HUMCSSR HUMCSSR Health Center MGR HUMCSSR Health Center Staff HUMCSSR Other Modules Gives HSU FTP access for Chancellor's Office 302. Chancellor's reporting. Office Reporting Process: Chancellor's Office Reporting Staff Only Inquire: HSU FTP 303. Transfer and Graduation Counselor Staff Only 304. Course Catalog Update 305. DARS Audit Administrator Office of 309. Institutional Research Staff Only Add/Update: Checklist, comments, and communication with students. Inquire: Academic advising, student groups, and status. Totals for Withdrawals and Repeats for student advising. Check with Leanne Montano on description. Add/Update: Student, HSU Field Trip Waiver process Inquire: status, person search, catalog scheduling, class schedules, Instructor setup, student 306. milestones, and class fees. Staff Run Reports: Only **Does not give access to Temp Faculty. See HR role. Includes student center Add/Update: Remove and set immunization holds 307. Health Center (also requires setup SACR place and release) S2H Manager Staff (Needs 2 Hep B), S3H (no Hep B Proof), SMV (Measles Only Vac Proof). Includes student center Health Center Staff Staff Only Add/Update: Remove immunization holds (also requires setup SACR place and release) S2H (Needs 2 Hep B), S3H (no Hep B Proof), SMV (Measles Vac Proof). Includes student center. Inquire: Person search access, Address search, FERPA display only, immunizations information. Add/Update: Enrollment request search Inquire: view of student data, Class rosters, Degree Audit Report menu, Student Term History, and Learning Management. Grants access to Student Center 310. Non faculty view Student Center 311. IELI Scheduler Add/Update: Update access to catalog and class schedule Inquire: status, class schedule management setup access, and facility setup. Add/Update: Transfer credit, administrative access to Degree Audit Reports. Add/Update: Academic organization information, Academic structure setup, Student Records configuration pages, and facility setup and search pages. Inquire: inquiry, person search Run Reports: Academic Structure Limited access to create/modify class schedule Add/Update: Maintain schedule of classes Inquire: Class schedule and course catalog Academic Programs Academic Programs Academic Programs elearning & Ext Ed elearning & Ext Ed ITS App Dev Academic Academic Academic College of Arts & Humanities College Office College Office Marine Facilities Academic Scheduler Articulation Officer DARS Registrar Transfer & Grad Counselor Transfer & Grad Counselor, Credential Analyst Curriculum Graduate Dean Registrar Academic Scheduler Records Analyst Programmer DARS Articulation Officer Academic Support Academic Support Graduate Administrative Analyst Administrative Analyst Academic Support Health Center Health Center Health Center Counseling & Psychological Institutional Research Institutional Research ITS EDM Institutional Research Chemistry Institutional Research Psychology Academic Veterans Affairs International Programs Medical Academic Support Research Analyst Systems Analyst Instructional Support Associate Systems Counselor Grant Loan Specialist Research Analyst Recruitment Graduate Stockroom Technician Veterans IELI

5 HUMCSSR Other Modules HUMCSSR Other View 10 HUMCSSR Staff Stdnt Grp User INSERT TECH NAME HUMCSSR_EXED _Staff1 HUMCSSR_EXED _Staff2 HUMCSSR_EXED _Stdnt HUMCSSR_Vets_ Stdnt HUMCSSR_AIR_S tdnt 312. View Only Non Student Records Staff Only 313. Records Schedule Staff Only 314. Staff Student Group User 315. Student Records Management & Records Staff 316. Field Trip Admin Extended Education Power User 318. Extended Education Staff 319. Extended Education Student 320. Student Vets Office 321. Student OR Access to the Degree Audit Report menu, Student Term History, view of student data, and Learning Management. View only to all pages. Service Indicator Update Inquire: Student advisor view inquiry, Person search, Appt setup, Block Enrlmt, Class schedule access, Facility setup, Class Roster, Instructor setup, Term activation, update transcript, run query. Inquire: Student view, inquiry. Add/Update: Student groups (Degree, Program Plan) Chemistry Instructional Support Associate Systems Counselor Grant Loan Specialist Research Analyst Recruitment Graduate Veterans Administrative Analyst Recruitment Study Abroad Academic Support Academic Support Study Abroad Assistive Tech Specialist Education Resource Specialist Resource Specialist University Center Veterans Affairs Adm X Mod, 3C setup & run, Checklist and Comments setup & update, Person search. Admin privileges for the Early Start Program. Registrar Add/Update: Fieldtrip checklist and Age waiver Process: Set up fieldtrips External ID view, Student Service Indicator update, Tuition calc, Enrollment block, add, update. Student Center inquiry, schedule search, enrollment summary, Instructor/ view, Program plan, Student Center inquiry, schedule search, Instructor/ view, Program plan, Student Center Adm X Mod, Stdnt Serv Ind update, DARS audit, Emrollment Summary, ERSS data, program plan. Run Reports: Requires SACR security inquiry, CSU Student Group, DARS audit, Enrollment Summary, Program plan. Institutional Research Psychology Veterans Affairs ITEPP Economics HOP INSRSEP Student Academic Student Academic University Center Contracts & Procurement Contracts & Procurement elearning & Ext Ed elearning & Ext Ed elearning & Ext Ed elearning & Ext Ed elearning & Ext Ed elearning & Ext Ed elearning & Ext Ed Student Support Liaison ITC Veterans Buyer Dean Associate VP Registrar Graphics Specialist elearning & Ext Ed Student Veterans Affairs Student Student

6 HUMCSSS_Staff HUMCSSR College Administrator HUMCSSR Advising Staff HUMCSSR Athletics HUMCSSR Staff2 HUMCSSR Other Update 10 HUMCSSR Other Update Self Service Staff 325. College Administrator Staff Only 326. Advising Staff 327. Athletics Staff 328. Staff II 329. Student Records data other update 330. Student Records data for National Student Exchange and International Programs Class schedule search, Graduation display, Program plan, student term history view, access to Student Service Center, DARS evaluator. inquiry, Student group inquiry, Enrollment Summary, Graduation Information, Instructor setup, Student milestone view, display program plan, class rosters without print. Student center Access to class schedule search, Graduation information, Program plan, Term activation, and view term history. Allows users to view the totals for Withdrawals and Repeats for student advising. Includes student center Add/Update: Athletics participation data Inquire: Student Self Service, inquiry, class schedule, graduation information, Program plan, term history. Includes Student Center Inquire: ERS data for CSU Chancellor's Office Reporting Add/Update: Person comments, Student Service indicator, advisor update Process: Unofficial Transcripts Inquire: Term activation Run Reports: ODD jobs Requires SACR security Add/Update: Person Comments, Student Service indicator, advisor update, external study agreement updates. Academic Personnel Biological Sciences College of Natural Resources & Sciences College of Natural Resources & Sciences College of Professional Studies College of Professional Studies College of Professional Studies College of Professional Studies Institutional Research Kinesiology & Recreation School of Education INRSEP Wildlife Management Athletics Athletics Child Development HOP INRSEP INRSEP Veterans Affairs Associate VP Chair Associate Dean Dean Academic Support Associate Dean Budget Analyst Dean Research Chair Chair Vice President Counselor Project Chair Academic Coach Associate Counselor Project Academic Support Counselor Chair Basic Skills Specialist Language Skills Specialist Tutorial Veterans Study Abroad

7 HUMCSSR_Stdnt _Asst_LS_Lab HUMCSSR Community HUMCSSR_Stdnt _Asst_View HUMCSSR_Stdnt _Asst_Transcript HUMCSSR Support Admin HUMCSSR Support DO 333. Learning Skills Created for Student s in the. Lab Student Includes student center Add/Update: Person comments, service Indicator Update Inquire: Class rosters without print 334. Update 3C's and Service Indicators Only 335. DARS Audit Evaluator 336. Student Records Student View 337. Student Records Student Transcript Office of the Registrar 338. Support Admin Staff only 339. Support Display Only Staff only Add/Update: Degree audit menus Inquire: Transfer credit Inquire: Student assistant access to Student Record information Process: Request and print transcripts Add/Update: Administrative access to HUM Support (HSU modifications) Inquire: HUM Support (HSU modifications) for dept level access Add/Update: HSU support services user (HSU Mods user) for. level access Student Student Rights Academic Affairs, VP Academic Affairs, VP Associated Students Gov Athletics elearning & Ext Ed HOP IELI Institutional Research ITS EDM Veterans Affairs Student Academic Student Academic Veterans Affairs Counseling & Psychological ITS App Dev ITS EDM Clubs & Activities Clubs & Activities ITEPP Testing Center to Provost Provost and Vice President Dean of Students Student Government Student Support Liaison Graphics Specialist Counselor Systems Analyst Academic Scheduler Records Analyst Registrar Transfer & Grad Counselor Vice President Veterans Student Support Liaison Student Registrar Records Analyst Student Academic Support Dean of Students Project Project

8 HUMCSSR Support User HUMCSSR Student Enr Summary HUMCSSR_Stdnt _Couns_Intake 340. Support User Staff only 341. Student Enrollment Summary 342. Student CAPS Reception View Student's enrollment status and service eligibility. Select this role only when this is the only PeopleSoft Solutions activity that you need to perform. Otherwise this role is included as part of role 104 Solutions General User, automatically included when a PeopleSoft Solutions role is requested. Counseling and Psychological (CAPS) Reception Student Role designed to allow access to student data via Student Center, Student Enrollment Summary (verification for services), class schedules, student contact information and . Career Center Career Center Career Center Institutional Research Student Academic Student Academic Clubs & Activities Clubs & Activities Help Desk ITS Academic Tech ITS Academic Tech ITS User Support Library Media Student Counselor Development Associate Res Life Research Basic Skills Specialist Language Skills Specialist Student Tutorial Assistive Tech Specialist Education Resource Specialist Resource Specialist Student Support Liaison Student ITC Lead ITC Library Service Specialist Student CAPS Student HUMCSSR Instruct Facilities Vw HUMCSSR UNIV PD HUMCSSR Student Records Spec HUMCSSR Library Admin1 HUMCSSR Test Score Entry HUMCSSR 343. Facilities View Reports 344. University Police Records Specialist Office of the Registrar 346. HUMCSSR Library Admin Test Score Entry 348. College View, Report, Search Facilities University Police. View Allows running of Remediation Process. Admin privileges for the Early Start Program. Runs ODD for enrolled and expected students. Enter External Test Scores SACR Required Add/Update: Enrolled units ITS Academic Tech ITC Athletics EOC University Police University Police University Police ITS App Dev Library Library Emergency Service Dispatcher Chief Lead Dispatcher Registrar Academic Scheduler Records Analyst Lead Analyst Specialist Supervisor English Lecturer College of Natural Resources & Sciences Administrative Analyst College of Professional Studies President's Office

9 College HUMCSSR Admin HUMCSSR Staff HUMCSSR Student1 HUMCSSF View HUMCSFA Admin1 HUMCSFA FinAid Counselor HUMCSFA FinAid DOC HUMCSFA FinAid INT HUMCSFA FinAid HUMCSFA FinAid FAA HUMCSFA Group Post 350. HUMCSSR Admin 351. HUMCSSR Staff 352. HUMCSSR Student 353. HUMCSSR 354. Student Peer Mentors Administrators 504. Counselors 505. Document Tracking 506. Intake 509. pages for 510. pages for FAA 511. Installation & SS Setup Page 512. pages for Audits 513. Group Post Ability to configure module Access Student accomodations, CSU CO Reporting, Module data View only acces to module data. Includes student center Access Grantor: Peggy Metzger General role Add/Update: All pages Includes access to FA Systems Add/Update: Individual pages (but not batch processes) Inquire: status Document Tracking pages Office Intake pages Office Access pages for Accounting set up review & Self Service review pages for Auditors federal, state, & CO FinAid Group Disbursement Add/Update: Process: Access Grantor: Stephen St. Onge Staff Self Service Add/Update: Address/Phone Inquire:, status. Includes College of Arts & Humanities Academic Support Assistive Tech Specialist Education Resource Specialist Resource Specialist Student Intern Auditor Student Rights Administrative Analyst Counselor Grant Loan Specialist Associate Systems Administrative Analyst Administrative Analyst Counselor Grant Loan Specialist Student Specialist Administrative Analyst Administrative Analyst Specialist Specialist Student Counselor Dean of Students Student Support Liaison Accounting Technician Manager Loan Grant Counselor

10 HUMCSHS_STAFF 1 HUMCSHS_STAFF 2 Accounting HUMCSSF Account Tech HUMCSSF Accountant 601. Staff student center Access Grantor: Sandy Wieckowski Inquire: Customer Accounts, run queries, SFS setup, Item Types Inquire: Customer Accounts, run queries Add/Update: Manage AP Data, Item Types, Service Indicators Associate Purchasing Technician : Maintenenace Supervisor 602. Inquiry, status display Student Workers Student Student Center Access Res Life 603. Res. Life Staff Area 604. Res Student Schedules Res Life Student 701. HSU Account Technician 702. Account View 703. Accountant Accounting Technician Reporting & Analysis Accounting Technician Accounts Payable Accounting Technician elearning & Ext Ed Graphics Specialist Purchasing Technician INRSEP INRSEP Chair Recruitment Fiscal ITS Administrative Support Library Supervisor Library Library Service Specialist Administrative Analyst Articulation Officer DARS Records Analyst Registrar Transfer & Grad Counselor Parking Dean of Students Vice President Student Rights University Budget Office Budget Analyst Veterans Affairs Veterans Accounting Manager Reporting & Analysis Accountant

11 704. Lead SF/FAA Administrator Add/Update: Post Student, Service Ind, Service Ind POI Setup, Equation variables, Bio Demo Updt, Comments, Communications, Checklists, Define SF, Tax Data, Manage AP Data, Comments Setup, 3rd Party Org, Table Validation, Queries, SACR Item Types, SACR Security, Checklist Setup Process: Reverse Charges, Payment Applier, Reversals, On line Tuition Calc, Service Ind Batch Run, Collections, Bill Students, Collections Write offs, Credit History, Batch Calc, SACR Collections Inquire: Customer Accounts, run queries, SFS setup, 1098T, Corporate Accounts, SACR Item Types, SACR Tuition Fees, FTB, DD NACHA, Perkins, GL Data Run Reports: Refunds, Humboldt Custom Reports Manager 705. SF/FAA Administrative Staff Add/Update: Post Student, Service Ind, Service Ind POI Setup, Equation variables, Bio Demo Updt, Comments, Communications, Checklists, Define SF, Tax Data, Manage AP Data, Comments Setup, 3rd Party Org, Table Validation, Queries Process: Reverse Charges, Payment Applier, Reversals, On line Tuition Calc, Service Ind Batch Run, Collections, Bill Students, Collections Write offs, Credit History, Batch Calc, SACR Collections Inquire: Customer Accounts, run queries, SFS setup, 1098T, Corporate Accounts, SACR Item Types, SACR Tuition Fees, FTB, DD NACHA, Perkins, GL Data Run Reports: Refunds, Humboldt Custom Reports Accounting Technician HUMCSSF Analyst Analyst Level 1 Add/Update: Post Student, Service Ind, Service Ind POI Setup, Equation variables, Bio Demo Updt, Comments, Communications, Checklists, Manage Tax Data, 3rd Party Org Process: Reverse Charges, Payment Applier, Reversals, On line Tuition Calc, Service Ind Batch Run, Collections, Bill Students, Collections Write offs Inquire: Customer Accounts, run queries, SFS setup, 1098T, Corporate Accounts, SACR Item Types, SACR Tuition Fees, FTB, DD NACHA, Perkins Run Reports: Refunds, Humboldt Custom Reports Accounting Technician HUMCSSF Analyst Analyst Level 2 Add/Update: Post Student, Service Ind, Service Ind POI Setup, Equation variables, Bio Demo Updt Comments, Communications Process: Reverse Charges, Payment Applier, Reversals, On line Tuition Calc, Service Ind Batch Run, Collections, Bill Students Inquire: Customer Accounts, run queries, SFS setup, 1098T, Corporate Accounts, SACR Item Types, SACR Tuition Fees, FTB, DD NACHA, Perkins Run Reports: Refunds, Humboldt Custom Reports Accounting Technician HUMCSSF HUMCSSF Lead Lead Add/Update: Post Student, Service Ind, Service Ind POI Setup Process: Reverse Charges Inquire: Customer Accounts, run queries, SFS setup, Equation Variables, Corporate Accounts Add/Update: Post Student, Service Ind, Service Ind POI Setup, Bio Demo Updt Process: Reverse Charges, Reversals, Service Ind Batch Run Accounting Technician Student Accounting Technician

12 HUMCSSF Admin 710. Administrator Add/Update: Post Student, Service Ind, Service Ind POI Setup, Equation variables, Bio Demo Updt Process: Reverse Charges, Payment Applier, Reversals, On line Tuition Calc, Service Ind Batch Run Inquire: Customer Accounts, run queries, SFS setup, 1098T, Corporate Accounts None HUMCSSF HUMCSSF Query Create Technical Query Create 801. Query Admin Add/Update: Post Student, Service Ind, Service Ind POI Setup Process: Reverse Charges Inquire: Customer Accounts, run queries, SFS setup, Equation Variables Add/Update: Ability to create and run Queries Access Grantor: Josh Callahan None Accounting Technician 802. Query Manager 803. Query Run PeopleSoft Finance Roles Access Grantor: Michael Burghart Administrator Analyst Inquiry/Reporting (General role assigned to OBI users) General role assigned to OBI users Requisitioner Create and/or approve Purchase Requisitions. Includes the Analyst role. Analyst, ASC, ASA ProCard Reconciliation Reconcile ProCard transactions Analyst, ASC, ASA Portal Roles All of the below roles relate specifically to management of the portal pagelets. If access is needed to submit messages in the Portal Messaging Center, contact Marketing and Communication for Drupal access. Access Grantor: Varies. See "Access Grantor" field of the form. Announcements Access to view all accouncements in the portal. Fin Aid Subject Matter Expert Access to post Announcements to the student My Announcements pagelet. Content Portal Web RAVE PeopleSoft Roles Academic Personnel & (APSHR) 01. Fiscal Report Access Grantor: Melissa Koval Add/Update: No Process: Inquire: Personal and job data for requested dept. CSU ID search. Run Reports: No NOTE: HSU Staff permissions are included in 306. role. Academic Affairs, VP Budget Analyst Academic Personnel Recruitment Accounting Accounting Tech Admin Affairs, VP VP Career Center Admin Support Coord Clubs & Activities College of Arts, Humanities, and Soc Sci Academic Coord Extended Education AVP Extended Education ITC Assoc Counselor Counselor Purchasing Tech

13 HSU STAFF1 HSU Faculty Admin 1 HSU College Admin1 HSU HR Student HSU HR Admin2 HSU HR Admin3 02. HSU Staff 03. Faculty Admin College Admin HSU General User 06. APS Admin HR Student 08a. HR Administrator HR Administrator HR Admin 4 access to Temp Faculty. Combine with role 306., if needed. Add/Update: POI or persons. Manage positions. Process: Faculty contracts Inquire: Temp Faculty personal and job data. CSU ID search. Run Reports: Temporary faculty report Chair/ Access. Add/Update: POI. Manage positions Process: High level Temporary faculty contract processing Inquire: Temp faculty General role for all PS users. Given automatically to a user when they request any other HR role. Required for integration broker. ONLY FISCAL USERS SHOULD REQUEST THIS ROLE. Inquire: Time and labor Run Reports: NO access to CSU ID Search This role designed for APS staff to do day to day processing of Temporary Faculty Module and accessing various HR Data. Add/Update: Correction mode, all panels. Manage positions, process reports, and track global assignments. Inquire: Workforce position data Run Reports: Temporary faculty reports Gives HR Administrator all access without correction mode Add/Update: Update current records, cannot correct prior records. Run Reports: Access to all panels, can run any report available Same access as HSU Admin2, but Read only access to all panels. Run Reports: No Access to all panels without correction, access to all Base Benefits pages with correction, and access to QI Analyst Training Specialist INRSEP Chair Institutional Research Analyst ITS TNS Lead Admin Support Library Library Spec Marine Facilities Equip Tech Marketing & Comm Printing Supervisor Marketing & Comm Special Events NR Stockroom Instruct Support Admin Analyst Assistive Tech Spec Dean of Students University Center Executive University Police University Police Emergency Service Coord Veterans Affairs Veterans College Office Academic Coord College Office Admin Analyst Academic Programs Admin Support University Center Assoc Exec Dir Athletics Business Manager College Office Dean Academic Chair Rec & Wellness Center Rec Sports Academic Office Academic Coord Admin Support Academic Affairs, VP College of Professional Studies Assoc Dean College of Professional Budget Analyst Studies Academic Programs Curriculum College of Arts, Humanities, and Soc Sci Dean Student Disability Resource Center Academic Affairs, VP Provost & VP ALL USERS Academic Personnel Academic Personnel Academic Personnel Academic Personnel Academic Specialist Assoc VP Recruitment Student HR AVP Recruitment Manager Assoc HR Benefits Admin Training Specialist Learning Tech Spec Benefits Admin

14 HSU HR Admin4 Base Ben Correct University Budget Office HSU Budget Office Help Desk HSU HelpDesk Form Entry HSU HelpDesk POI Add Payroll HSU Payroll Tech1 HSU Payroll Manager HSU Payroll Admin 10. HR Admin 4 Base Benefits Correction 11. Budget Office 14. Help Desk Form Entry 15. Help Desk POI Add 16. Payroll Technician 17. Payroll Manager 18. Payroll Administrator I 28. Absence Management Manager Base Benefits pages with correction, and access to Benefits Administration. Add/Update: Update current records, cannot correct prior records EXCEPT for benefits. Access Grantor: Melissa Koval Budget Office access to Report Index, LCD, position manager, query manager, and read only access to all pages. Add/Update: No Inquire: Class rosters Run Reports: LCD Access Grantor: Melissa Koval Allows access for the HSU Help Desk to enter security forms. Add/Update: Process: Confidentiality statement, EO 1083 Inquire: CSU ID Search HSU Help Desk access to enter forms associated with employment. Add/Update: Add persons and POI. Process: Consultant and special contractor accounts. Confidentiality statements, EO Access Grantor: Patty Ambrosini Allows the Payroll Technician to run queries, capture time and labor, and access bio demo data. Access to all panels without correction. Same access as the Payroll Technician, in addition allows manager to maintain payroll data, manage annual tax reporting, and retroactive processing. Access to run queries and all panels access. Add/Update: Leave time for managed employees Process: Approve absences in Timekeeper Absence Review Inquire: Timekeeper leave balance inquiry Run Reports: Absence Management Multi report ITS Programmer HR University Budget Office Univeristy Budget Office Budget Analyst University Budget Office ITS Academic Tech ITS App Dev ITS Specialized Apps ITS Specialized Apps ITS User Support ITS User Support ITS User Support ITS User Support ITS Academic Tech ITS Enterprise Tech ITS Specialized Apps ITS User Support ITS User Support ITS User Support University Center Payroll Payroll Payroll ITS App Dev Payroll College of Arts, Humanities, and Soc Sci Academic Personnel INRSEP University Police ITS CIO Office President's Office Clubs & Activities Dist & Ext Ed Student Disability Resource Center University Center Accounting Payroll President's Office Academic Affairs, VP Maint HR HR ITC ITC ITC Lead ITC HR HR ITC Database Admin ITC ITC Lead ITC ITC Payroll Technician HR Payroll Officer Admin Analyst Associate Dean Associate AVP Chair Chief Chief Info Officer Chief of Staff Dean Dean of Students Executive Manager Payroll Officer President Provost & VP Registrar Supervisor

15 Technical HSU Security Read Only HSU Technical2 HSU Technical3 s HUMHR Employee Summry 29. Absence Management Timekeeper 19. HSU Security Read Only 20. Technical I 21. Technical II 22. Technical III 23. Integration 24. Query 27. Employee Summary Add/Update: Timekeeper absence entry. Approve or send back entries for edits. Process: Monthly payroll Inquire: Timekeeper leave balance inquiry Run Reports: Absence Management Multi Report Access Grantor: Josh Callahan Inquire: PeopleSoft Security HSU access for Technical people, CSU FTP access, Query Manager access. Access to all HR panels. Given to all technical analysts. Same access as Technical II Read only Access Grantor: Melissa Koval For use in validating the employee's eligibility for campus services. Displays the following fields on the Student Enrollment (Service) Summary page: employment status (active/inactive), job description, assigned department, union code and classification. Academic Programs Math & Computer Sci Academic Personnel Biological Sciences Career Center University Police Career Center Health Center Academic Affairs, VP College of Professional Studies Athletics Testing Center ITS System Admin YES House ITS Project Office Institutional Research Marketing & Comm Development & Alumni Relations Veterans Affairs ITS Admin Support ITS Project Office ITS Admin Support ITS Project Office ITS Ent Data Mgt Institutional Research Institutional Research ITS App Dev ITS App Dev ITS App Dev ITS App Dev ITS Ent Data Mgt ITS Specialized Apps ITS Specialized Apps ITS Admin Support ITS App Dev ITS App Dev ITS Ent Data Mgt ITS Specialized Apps Library Vice Provost VP Academic Coord Academic Specialist Admin Analyst Admin Support Admin Support Coord to to Provost Budget Analyst Business Manager Fiscal Lead Operations Manager Project Purchasing Tech Research Asst Special Events Supervisor Veterans Admin Support Coord Project Lead Analyst Research Asst Systems Admin IT Specialist Admin Support Coord Accounting Tech Accounting Tech Admin Support Librarian

16 OBI Data Warehouse OBI APS Basic OBI APS Advanced OBI DARS Dashboard Advanced OBI Finance OBI HR Labor Cost Advanced OBI HR Basic OBI APS Basic Author OBI DARS Dashboard OBI Finance Accounting OBI Finance BI Analyst OBI Finance Budget Office OBI HR Labor Cost Basic OBI HR Advanced OBI HR SPF Internal OBI HR VPs Office OBI HR Basic Author OBI IRP Advanced CMS Interfaced Systems Manager Access Grantor: Melissa Koval View/run Contract History and Contract Events canned reports through APS Dashboard. No authoring permitted. Request HR Basic role also. Dashboard: 3.2 APS View/run/edit/author all Contract History and Contract Events canned reports, including all Contract History and Contract Events fields. Allows authoring and posting to APS dashboard. Request HR Basic role also. This role is only for APS employees. APS Staff Limited data for authoring. Budget Office Staff Access Grantor: Clint Rebik Access to canned DARS reports. Dashboard: 4.2 DARS Access and authoring to DARS subject area and testing. This is an internal role limited to A&R A&R Staff Access Grantor: Michael Burghart OBI access matches your level of view access in PeopleSoft Finance. Author and view all data. Has full control over 2.2 Accounting Dashboard and Folder. Accounting Staff Allows users to manage agents and create global customizations. Business Staff Author and view all data. Has full control over 3.5 University Budget Office Dashboard and folder. Budget Office Staff Access Grantor: Melissa Koval View/run access to canned reports in Labor Costs. Dashboard: 3.4 Labor Cost Distribution View/run/edit/author all canned reports, including all HR Labor Cost fields. Dashboard: 3.4 Labor Cost Distribution APS/HR Staff View/run Job History and Job Events canned reports through HR Dashboard. No authoring permitted. Dashboard: 3.0 View/run/edit/author all Job History and Job Events canned reports, including Benefits folder. Allows posting to the HR Dashboard. This role is only for select HR, APS, and Payroll employees. Dashboard: 3.0 APS/HR Staff Access to all departments where the employee is part of a grant who needs to be reported in the Percent of Effort report. Run Reports: SPF Percent of Effort SPF Percent of Effort For V.P.'s and their direct data experts. This role is designed to give wide viewing access to the HR area including confidential information. Consultation of the HR Data Owners for use of this role is requested. Run Reports: Wide HR Viewing access VPs Limited data for authoring. Budget Office Staff Ability to edit Institutional Research Area. Includes subset of Job History fields and ethnicity and gender. Excludes: SSN, birthdates, benefits, faculty, retreat right, veteran's status. This role is limited to select IRP employees. IRP Staff

17 OBI ITS OBI ITS KBOX OBI Security Data Managers Access Grantor: Under Review Access Grantor: Josh Callahan Use OBI Reports and Dashboards for review of various security information necessary for data managers. Run Reports: ITS Security Training Dashboard; HSU SAT, Division Not complete analyses. ITS ITS Staff Staff OBI Security Role Viewer OBI Security Audit Adv. Author OBI Security Audit Adv. Viewer OBI Student VP OBI Student IRP OBI Student Recruiting Advanced Author OBI Student Recruiting Advanced Viewer Data Managers Allows staff to view users and their OBI roles Data Managers Allows staff to author finance audit data. Allows staff to view finance audit data. Data Managers Access Grantor: Clint Rebik Access to see anything in all Student Subject Areas. VPs Access to author and view anything in all Student Subject Areas. IRP Staff Access Grantor: Steve Ladwig Create and publish Analyses, Dashboards on all student data (includes all protected and Red Flag data). Example: develop common Dashboard that contains basic grant data and publish. Develop in depth analyses for management. A&R Staff View all data published by Authors. Includes protected data. Example: Can view total number of students in all courses by ethnicity, name students. OBI Student Recruiting Basic Author OBI Student Recruiting Basic Viewer OBI Student Finance Advanced Author OBI Student Finance Advanced Viewer OBI Student Finance Basic Author OBI Student Finance Basic Viewer OBI Student Advanced Author OBI Student Advanced Viewer OBI Student Basic Author OBI Student Basic Viewer Create Analyses on non protected or non Red Flag data. Example: create an analysis for their own use or use Analyze to modify existing analysis for their specific needs. View aggregate or public data published by Author. Example: Can view total number of students in all courses for all and class schedule. Access Grantor: Sandy Wieckowski Create and publish Analyses, Dashboards on all student data (includes all protected and Red Flag data). Develop in depth analyses for management. View all data published by Authors. Includes protected data. Create Analyses on non protected or non Red Flag data. Example: create an analysis for their own use or use Analyze to modify existing analysis for their specific needs. View aggregate or public data published by Author Access Grantor: Peggy Metzger Create and publish Analyses, Dashboards on all student data (includes all protected and Red Flag data). Develop in depth analyses for management. View all data published by Authors. Includes protected data. Create Analyses on non protected or non Red Flag data. Example: create an analysis for their own use or use Analyze to modify existing analysis for their specific needs. View aggregate or public data published by Author Access Grantor: Clint Rebik Office Staff Staff

18 OBI Student Records and Census Advanced Author OBI Student Records and Census Advanced Viewer OBI Student Records and Census Basic Author OBI Student Records and Census Basic Viewer Create and publish Analyses, Dashboards on all student data (includes all protected and Red Flag data). Develop in depth analyses for management. View all data published by Authors. Includes protected data. Create Analyses on non protected or non Red Flag data. Example: create an analysis for their own use or use Analyze to modify existing analysis for their specific needs. View aggregate or public data published by Author Access Grantor: View aggregate or public data published by Author OBI Student Instructor Basic Viewer OBI Student Instructor Advanced Viewer OBI Student Instructor Advanced Author Resource 25 Extended Education Articulation Counselor View Only s System Administrator Space Data Manager Room Reservations Academic Computing DARWIN Administrator Student Data Entry Student Articulation NOLIJ NOLIJ Academic Programs (ICC) Roles A&R Staff View all data published by Authors. Includes protected data. Create and publish Analyses, Dashboards on all student instructor data (includes all protected and Red Flag data). Develop in depth analyses for management. A&R; APS Staff Access Grantor: Clint Rebik Highest Level of Access Updates and maintains facility data. Can also create searches and run reports. Schedule events (not classes). Create searches. Schedule maintenance / blackout hours. Can override. Event and Class scheduling; includes Interface with PeopleSoft. Needs advanced training. Access Grantor: Clint Rebik Update Demographic Information, Academic Record, Programs, Exceptions, and Transfer Evaluation. For use by Student Records staff only. Same as Administrator, view only access to Demographic information. SR only. View only to Demo Info and Programs. Update to all other tables. SR Staff only. Update to Academic record only. View to all other tables. SR Staff only. Update to Academic Record and Transfer Eval. View to all other tables. SR only. View only to all tables. SR Staff only. Not yet in use. No description provided. Access Grantor: Clint Rebik NOLIJ Academic Programs AMP NOLIJ Academic Programs CDC Add/Update: no Process: Able to route to the Agenda Building inbox Inquire: yes Which PS roles this corresponds to: none Add/Update: yes Process: route from individually numbered CDC Subcom Inbox to CDC Full Inbox Inquire: yes Which PS roles this corresponds to: none Academic s, Academic Colleges,, Library Academic s, Faculty (1 Grad Council Rep, 1 at large), Chairs (3), Deans/Associate Deans, Registrar (or designee), Library Dean (or designee) 4 faculty (3 elected across colleges/1 at large), Catlaog Editor/DARS Staff (or designee)

19 NOLIJ Academic Programs CDC Chair NOLIJ Academic Programs ICC Chair Add/Update: yes Process: manually route from CDC Subcom Inbox to individ CDC (numbered) Inboxes. Also, able to route from CDC numbered inboxes to CDC Full Inbox. Inquire: yes Which PS roles this corresponds to: none one faculty member who is also a member of CDC 1 faculty member (elected) Add/Update: No Process: yes Inquire: yes Which PS roles this corresponds to: none 1 faculty member 1 faculty member (elected) NOLIJ Academic Programs ICC Members NOLIJ Academic Programs Acad Prog Staff NOLIJ Academic Programs Acad Prog Student Staff Add/Update: no Process: no Inquire: yes Which PS roles this corresponds to: none Add/Update: yes Process: yes Inquire: yes Which PS roles this corresponds to: 104. Solutions General User Academic s, College Offices, Academic Programs, Associated Students APC Chair/Senate Secretary (faculty), GEAR Chair (faculty), Associate Students rep, of Educational Effectiveness Curriculum, Office Manager 304. HUMCSSR Course Catalog Update Academic Programs Add/Update: yes Process: no Inquire: yes Which PS roles this corresponds to: 104. Solutions General User 304. HUMCSSR Course Catalog Update Academic Programs Student s NOLIJ Academic Programs University Senate Add/Update: no Process: no Inquire: yes Which PS roles this corresponds to: none Add/Update: no Process: no Inquire: yes Which PS roles this corresponds to: none [University Senate] faculty from all colleges, College Offices, faculty from all colleges, College Academic Programs, Deans/Associate Deans, Staff Reps, Student Reps Academic Programs, Staff Reps, (AS), Office of the Student Reps (2 from AS), President, Academic President, Provost, various staff, Affairs, various staff, VP of Enrollment Mgmt/Student, Affairs, VP of Administrative Administrative Affairs, Affairs, Senate Office staff, Senate Office staff emeritus faculty Academic and Career Advising, Office of the Registrar, Library, Academic s of Academic and Career, Publications, Librarians, faculty, academic department staff NOLIJ Academic Programs Visitors Add/Update: no Process: yes NOLIJ Academic Programs Vice Provost Inquire: yes Which PS roles this corresponds to: none Academic Programs Vice Provost NOLIJ Academic Programs Records NOLIJ Accounts Payable Roles Access Grantor: Tawny Fleming NOLIJ Accounts Payable Auxilliary Analyst Add/Update: Yes (comments only) Process: Routes to AP Validator Inquire: Yes Which PS roles this corresponds to: None A/P, Advancement Foundation, SPF NOLIJ Accounts Payable Enforcer Add/Update: Yes A/P only Process: Checks for supporting documents, verifies chartfield, payment amount and use tax information, and routes to AP Voucherer Inquire: Yes Which PS roles this corresponds to: None NOLIJ Accounts Payable Indexer Add/Update: Yes A/P only Process: Indexes document and places into workflow Inquire: Yes Which PS roles this corresponds to: None Accounting Tech, Accounts Payable Tech, Aux Analyst Accounting Tech, Accounts Payable Tech Accounting Tech, Accounts Payable Tech, Student Worker

20 NOLIJ Accounts Payable Inquiry NOLIJ Accounts Payable Investigator NOLIJ Accounts Payable Lead Add/Update: Yes (comments only) Process: None Inquire: Yes Which PS roles this corresponds to: None Add/Update: Yes Process: None Inquire: Yes Which PS roles this corresponds to: None Add/Update: Yes Process: Manually routes document folders to and from all inboxes Inquire: Yes Which PS roles this corresponds to: CFSCSU_AP_Base A/P only A/P only A/P only Accounting Tech, Accounts Payable Tech Accounting Tech, Accounts Payable Tech, Student Worker Lead Accounts Payable Tech NOLIJ Accounts Payable Payment NOLIJ Accounts Payable Procurement Add/Update: Yes (comments only) Process: Validates Nolij and CFS information, creates payment in CFS, and removes folder from Nolij workflow Inquire: Yes Which PS roles this corresponds to: CFSCSU_AP_Checks Add/Update: No Process: Verifies purchase order information and routes to AP Enforcer Inquire: Yes Which PS roles this corresponds to: CFSCSU_PO_Base A/P only Procurement Accounting Tech, Accounts Payable Tech Buyer NOLIJ Accounts Payable SysAdmin NOLIJ Accounts Payable Validator NOLIJ Accounts Payable Vendor Adder NOLIJ Accounts Payable Vendor Approver Add/Update: Yes Process: Administers Nolij AP workflow Inquire: No Which PS roles this corresponds to: None Add/Update: Yes Process: Validates business unit, doc type, vendor, funding, and delegation information, and routes to AP Enforcer Inquire: Yes Which PS roles this corresponds to: None Add/Update: Yes Process: Adds vendor to AP document and routes to AP Vendor Approver Inquire: Yes Which PS roles this corresponds to: None Add/Update: Yes (comments only) Process: Approves vendor and routes to AP Validator Inquire: Yes Which PS roles this corresponds to: None ITS A/P only A/P only A/P only Nolij Programmer, Administrator Accounting Tech, Accounts Payable Tech Accounting Tech, Accounts Payable Tech Accounting Tech, Accounts Payable Tech NOLIJ Accounts Payable Voucherer Add/Update: Yes Process: Creates voucher in CFS, updates information in Nolij, and routes to payment inboxes Inquire: Yes Which PS roles this corresponds to: CFSCSU_AP_Base A/P only Accounts Payable Tech NOLIJ and Records Roles NOLIJ A&R Academic Staff NOLIJ A&R REC Staff NOLIJ A&R REC Staff NOLIJ A&R Adapted PE Cred NOLIJ A&R Admin Cred Access Grantor: Clint Rebik or Steve Ladwig (see "Access Grantor" field on form)

21 NOLIJ A&R Manager role set NOLIJ A&R ADM Student role set NOLIJ A&R Anthropology Grad NOLIJ A&R Anthropology Grad NOLIJ A&R Appeals Chair NOLIJ A&R Appeals Committee role set NOLIJ A&R Biology Grad Committee NOLIJ A&R Biology Grad NOLIJ A&R Business Grad Committee NOLIJ A&R Business Grad NOLIJ A&R CIP Admission role set NOLIJ A&R CIP Student Add/Update: Decision Forms, Edit Documents, Edit Annotations, Edit Redactions, Delete Document, Rename Document Process: View Document, Route Student Folder, Recover deleted documents, Import an message and/or attachment into Nolij for Indexing, scan and index documents, Receive documents that are in parallel to the Transfer process, Print Document, Attachment, Open document in orignal application Inquire: Search for Students Process: View Document, Import an message and/or attachment into Nolij for Indexing, scan and index documents, Inquire: Search for Student Student assistant Process: View Document Anthropology Committee Members Process: View Document Anthropology Graduate Process: View Document, View Decision Form Determined by Appeals Chairperson Process: View Document Biology Committee Members Process: View Document Biology Graduate Process: View Document Business Committee Members Process: View Document Business Graduate ecabinet access for CIP and A&R documents Add/Update: CIP related documents similar to CIP Evaluator Process: assisting and record keeping related to International students Inquire: All CIP related and most A&R documents similar to CIP Evaluator International Programs International Programs Student NOLIJ A&R CNRS Grad role set College of Natural Resources and Sciences Graduate NOLIJ A&R Credential Analyst role set NOLIJ A&R Dean NOLIJ A&R Developer role set NOLIJ A&R Education Grad NOLIJ A&R Education Grad NOLIJ A&R Elementary Ed Cred NOLIJ A&R English Grad Committee NOLIJ A&R English Grad NOLIJ A&R Env Comm Grad role set NOLIJ A&R Env Comm Grad Committee role set NOLIJ A&R Env NR Sci Grad Committee role set NOLIJ A&R Env Res Eng Grad Committee role set NOLIJ A&R Env Sys Grad role set NOLIJ A&R Committee Add/Update: Update Decision Forms, Edit document, Edit annotation, Edit redaction, Rename document, Delete document, Print document, Process: View Document, Receive documents that are in parallel to the Transfer process, scan and index document, Open document in original application, Route student folder, Print document Inquire: Search for Student Credential Analyst Process: View Document Education Committee Members Process: View Document Education Graduate Process: View Document Elementary Education Graduate Process: View Document English Committee Members Process: View Document English Graduate Environment & Process: View Document Community Graduate Environment & Process: View Document Community Committee Members Environmental & Natural Resources Committee Members Process: View Document Sciences Process: View Document Process: View Document Process: View Document Environmental Resources Engineering Environmental Systems Educational Opportunity Program Committee Members Graduate Determined by Evaluator

22 NOLIJ A&R Evaluator NOLIJ A&R Appeals Chair NOLIJ A&R Student Add/Update: Edit document, Edit annotation, Edit redaction, Rename document Process: View Document, Import an message and/or attachment into Nolij for Indexing, scan and index, Route student folder, Open document in original application, Apply custom status Inquire: Search for student This role will be responsible for processing appeals Add/Update: Edit document, Edit annotation, Edit redaction, Rename document Process: View Document, Import an message and/or attachment into Nolij for Indexing, scan and index, Route student folder, Open document in original application, Apply custom status Inquire: Search for student Educational Opportunity Program Educational Opportunity Program Educational Opportunity Program Evaluator Student NOLIJ A&R ES Energy Tech Grad Environmental Systems Process: View Document Committee role set Program Committee Members NOLIJ A&R ES Math Grad Committee Process: View Document Mathematics Committee Members NOLIJ A&R Fisheries Grad Committee Process: View Document Fisheries Committee Members Add/Update: Update Decision Form, Edit document, Edit annotation, Edit redaction, Rename document, Delete document Process: View Document, Import an message NOLIJ A&R FT Evaluator role set NOLIJ A&R FWW Grad Committee role set and/or attachment into Nolij for Indexing, scan and index documents, Receive documents that are in parallel to the Transfer process, Route student folder, Open document in original application, Print document Inquire:Search for student Process: View Document Add/Update: Edit document, Edit Annotation, NOLIJ A&R Grad Evaluator Process: View Document, View Decision Form, Open Staff document in original application Inquire: Search for student NOLIJ A&R Geology Grad Committee NOLIJ A&R Kinesiology Grad NOLIJ A&R role set NOLIJ A&R Psych Grad NOLIJ A&R Registrar Manager role set Forestry, Watershed & Wildland Sciences Evaluator Committee Members Graduate Process: View Document Geology Committee Members Process: View Document Kinesiology Committee Members Process: View Document Psychology Graduate Add/Update: Edit document, Edit annotation, Edit redaction, Delete document, Rename document, Process: View Document, View Decision Form, Receive documents that are in parallel to the Transfer process, Scan and index document, Print document, attachment, Open document in original application, Route document, Inquire: Search for student Registrar NOLIJ A&R Registrar Student NOLIJ A&R Registrar TR Student NOLIJ A&R Secondary Ed Cred Process: View Document Secondary Education Graduate NOLIJ A&R Soc Grad Committee role Process: View Document Sociology Committee Members NOLIJ A&R Special Ed Cred Process: View Document Special Education Graduate NOLIJ A&R Social Work Grad Process: View Document Social Work Committee Members NOLIJ A&R Social Work Grad Process: View Document Social Work Graduate NOLIJ A&R TGC role set Add/Update: Update Decision Form, Edit document, Edit annotation, Edit redaction, Delete document, Rename document Process: View Document, Receive documents that are in parallel to the Transfer process, Scan and index document, Print document, Open document in original application, Route student folder, Inquire: Search for Student Transfer & Grad Counselor