Enterprise Systems Alumni and Financials (ESAF) Systems - Security Guide to Completing the Express Access Form

Guide to assist in determining appropriate security roles for NUFinancials

* Indicates required field

To modify existing access, use the General Security Access Form or Central Security Access Form

 

Business Role

Access Description

Optional Roles

Suggested Users

NUFinancials Roles

Express Form

Faculty & Staff

Self Service

Request Expense Reimbursement   iBuyNU Shopping Cart

None

 

Recommended for All Faculty Staff

NU_FN_ESS_USR

Select “Employee Self Service”

 

Requester and GL Journal Entry

View Only access

-Plus-

 

Online Voucher entry


Enter Expense Reimbursement requests for others


Create Requisitions in NUFinancials


Convert iBuyNU shopping carts to requisitions

 

Optional Roles:

 

View salary information in Cognos

 

View SES Encumbrances in Cognos

 

Enter and update managers, reviewers and attributes for ChaftField values

Financial Assistants, Program Assistants, Accounting Clerks, and other support staff

NU_FN_ESS_DEPT

Select “School/Department Staff “

 

Required: Page 2, ChartField Security Access (Row Level Security)

 

Optional: Select “Salary Access” – must complete HRS 101 training course

Optional: Select “SES Tuition Encumbrance”

Optional: Select “ChartField Manager Entry”

 

View Sponsored Project Post Award Detail

Requester and GL Journal Entry access

-Plus-

 

View Post Award information in NUFinancials

Optional Roles:

 

View salary information in Cognos

Enter Budget transactions

View or Enter Cash Receipt Transactions (CRT)

View SES Encumbrances in Cognos

 

Project Coordinators, Research Administrators, Financial Assistants, Program Assistants, Accounting Clerks,

and other support staff

NU_FN_ESS_USR

Select “School/Department Staff “

 

Required: Page 2, ChartField Security Access (Row Level Security)

 

Optional: Select “Salary Access” – must complete HRS 101 training course

Optional: Select “SES Tuition Encumbrance”

Optional: Select “ChartField Manager Entry”

 

 

Department Approver

 

Requester and GL Journal Entry access

-Plus-

 

Workflow approval for Expenses, Online Vouchers, Requisitions and Journals

 

View Post Award access should be selected for approvers with sponsored projects.

 

Optional Roles:

 

Apply Project Pre-Approvals to Expenses, Online Vouchers, Requisitions and Journals using a Project Chartfield

 

Apply Chartfield Request approvals

 

View salary information in Cognos

 

View SES Encumbrances in Cognos

Department Heads, Business Managers, Principal Investigators,

Project Coordinators, Research Administrators, Financial Assistants, Program Assistants

 

NU_FN_ESS_DEPT

Select “Level 1($0-$1,499)” and/or “Level 2 ($1,500-$4,999)” in Workflow Approval Access section

 

Required: Page 1, Workflow values

 

Required: Page 2, ChartField Security Access (Row Level Security)

 

Optional: Select “Project Pre-Approval” in Workflow Approval Access section

& add Project ID(s) on page 1

 

Optional: Select “ChartField Request” in Workflow Approval Access section

& add DeptID Range under DeptID column

 

Optional: Select “Salary Access” – must complete HRS 101 training course

Optional: Select “SES Tuition Encumbrance”

Optional: Select “ChartField Manager Entry”

 

School Approver

 

Requester and GL Journal access

-Plus-

 

Workflow approval for Expenses, Online Vouchers, Requisitions and Journals

 

Approvers must be a Shopper or Requester,   but not both.

 

View Post Award access should be selected for approvers with sponsored projects.

Optional Roles:

 

Apply Project Pre-Approvals to Expenses, Online Vouchers, Requisitions and Journals using a Project chartfield

 

Apply Chartfield Request approvals

 

View salary information in Cognos

 

View or Enter Cash Receipt Transactions (CRT)

 

View SES Encumbrances in Cognos

School Administrators,

Department Heads, Business Managers, Principal Investigators,

Project Coordinators, Research Administrators, Financial Assistants, Program Assistants

 

NU_FN_ESS_DEPT

Select “Level 3 ($5,000 and up)” in Workflow Approval Access section

 

Required: Page 1, Workflow values

 

Required: Page 2, ChartField Security Access (Row Level Security)

 

Optional: Select “Project Pre-Approval” in Workflow Approval Access section

& add Project ID(s) on page 1

 

Optional: Select “ChartField Request” in Workflow Approval Access section

& add DeptID Range under DeptID column

 

Optional: Select “Salary Access” – must complete HRS 101 training course

Optional: Select “SES Encumbrance”

Optional: Select “ChartField Manager Entry”

 

 





Keywords:"NUFinancials Security" "Peoplesoft Security" "ESAF security" "Cafe security" "FFRA security"   Doc ID:114646
Owner:ESAF GL Team .Group:Northwestern
Created:2021-11-02 14:17 CSTUpdated:2021-11-11 07:00 CST
Sites:Northwestern
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