Overview

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 This article will describe how to request the Procurement Card Department Administrator Role (UCSD WF PCard Administrator JR) using the Oracle and Concur Role Request form

Critical Concepts

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• There are two steps completed in Services & Support to getting access to be a Procurement Card Department Administrator
  
  1. Submit Oracle and Concur Role Request (UCSD WF PCard Administrator JR)
  2. Submit ticket to Procurement Card Team with Authorization Form
• Training requirement must be met to gain access in Concur
• Guidance on Procurement Card Program Roles posted on Blink
• How to Look Up User Roles in Oracle
• This role needs to be requested ONE-TIME using the person's home financial unit to facilitate the role request approval process
  
  • Do not submit this request for different financial units

Steps to Take

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1. Use Oracle and Concur Role Request to request roles to be added only

• The form does not modify or remove existing access/roles assigned previously

2. In Requested by, enter your email address, or the person you are requesting on behalf of

3. In Email, will populate the person's email address for you

4. In Standard Roles Section, Does the person approve financial transactions or cost transfers in Oracle and Concur?, select Yes

• Do not make selections for other questions on this part of the form (in other words, skip the other questions on this part of the form)

5. Click the checkbox to under the Acknowledgement section

6. Click Next

7. In Oracle & Concur Approvers, select Options

8. Is the person responsible for approving financial transactions on behalf of Financial Units?, select No

9. Is the person responsible for approving PPM project cost transfers on behalf of certain Financial Units?, select No

10. Does the person have a Delegation of Authority for University Department Head signed by their Vice Chancellor?, select No

11. Does the person have a Delegation of Authority for University Sponsored Special Entertainment signed by the Chancellor?, select No

12. Is the person responsible for the operations and administration of a Procurement Card Program?, select Yes

13. Select the financial unit that will approve this request (to facilitate the request approval process only)

• Access in Concur will be manually assigned by the Procurement Card Team in IPPS.

14.Click Next

15. Click Submit