Financial System Report Security Form Instructions

  1. Opening the form(s) requires Adobe Acrobat Reader.
  2. Fill out the appropriate online PDF form for either Financial System or Financial System plus Payroll EBT access.
  3. Fill in the Employee Name (the individual requesting access), the employee ID (UNID), Department ORG, and Department name.
  4. Select whether access is being added or removed by clicking in the appropriate check box.
  5. If the responsible person wishes to grant access to all of their ORG-ID’s/Activities/Projects, then under the heading “Org Head/Account Executive/PI Granting Access”, enter the responsible person’s name and UNID, and check the box that states “Check box to give access to all of my Orgs/Activities/Projects”.
  6. If the responsible person wishes to grant ORG-ID or ORG-ID/Fund level access, enter the appropriate chart-field information in the ORG-ID section. Note: The name of the individual needing access will auto-populate in the name field.
  7. If the responsible person wishes to grant Activity or Project level access, enter the appropriate chart-field information in the Activity/Project section. Note: The name of the individual needing access will auto-populate in the name field.
  8. The responsible person (or authorized designee) then signs the form and enters the date and contact phone number.
  9. If more than one responsible signature is required, then a separate form must be prepared for each responsible person.

Note: Payroll EBT access must be verified at the VP/College level.

Completed Financial System forms must be sent to General Accounting, 403 Park Building or

Completed Payroll EBT forms should be sent to Business Analysis & Support Services, 405 Park Building or