Request a DAI Responsibility



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Transcription:

Request a DAI Responsibility R12 Work Instructions R12_WI_UMX_Request_DAI_Responsibility i

Document Control Change Record Date Author Version Change Reference 3-Sep-2014 Paul Haag 1.0 No previous version. 1-Feb-2016 Hannah Childs 2.0 12c update 10-May-2016 Kristin Wade 2.1 DoDEA Updates Reviewers Date Name Position Adela Ball Functional Lead 23-Sep-2014 Bill Mohamed Work Force Prep Training Lead Distribution Copy No. Name Location 1 Request a DAI Responsibility DEPS Note to Holders: If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes. If you receive a hard copy of this document, please write your name on the front cover, for document control purposes. R12_WI_UMX_Request_DAI_Responsibility ii

Table of Contents Document Control... ii Business Process Description... 1 Request DAI Responsibility... 2 R12_WI_UMX_Request_DAI_Responsibility iii

Business Process Description Use this procedure to request access to a DAI Global Model responsibility. Refer to the User Self Registration Work Instruction to request access to DAI. Then once the user account is approved, continue with this Work Instruction to request the appropriate responsibility access needed to perform your role and duties. Trigger The employee has access to DAI and requires access to specific DAI responsibilities and functions. Prerequisites The employee is a registered user in the DAI System with an active account. Responsibilities N/A Menu Path Use the following menu path(s) to begin this task: Settings Access Requests Training Exercises: None R12_WI_UMX_Request_DAI_Responsibility 1

Request DAI Responsibility 1a. Click the Settings icon. 1b. Click the Access Requests option. 1a 1b R12_WI_UMX_Request_DAI_Responsibility 2

2 2. Click Request Access button. 3 3. a. Click the radio button for the DoDEA Responsibilities Role Category. b. Click the Select Category button. R12_WI_UMX_Request_DAI_Responsibility 3

4 4. a. The Responsibility table lists all available DAI Global Model responsibilities for DoDEA. Select all applicable Roles by selecting the checkbox for each responsibility required. Note: Please select only the Roles that you were advised to select by your CSRs, Supervisor, Timekeeper, or the DoDEA DAI Help Desk. Please do not select the roles used in this example. b. Click the Add to List button. Note: Segregation of Duty (SoD) rules prohibits a user from requesting access to more than one responsibility in a group. If you receive the error above, deselect one of the responsibilities R12_WI_UMX_Request_DAI_Responsibility 4

5 5. Click the Next button to proceed with the selected roles. 7 6 6. Enter Responsibility needed for my DoDEA duties in the Justification field. Enter a Justification for each of the responsibilities you are requesting. 7. Click the Next button to review a summary of the responsibilities being requested. 8 8. After reviewing your responsibility request for accuracy, click the Submit button. R12_WI_UMX_Request_DAI_Responsibility 5

10 9. The requested responsibility will appear on the Access Requests screen with a Pending status. An Oracle Workflow Notification will be sent by email to the UMX Responsibility Approver requesting action. 10. Click on the Pending link. 11 11. The Information Page shows you the name of the Current Approver. Result Congratulations! You have successfully submitted a request to gain access to a DAI Global Model Responsibility. R12_WI_UMX_Request_DAI_Responsibility 6