Overview

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This article will describe how to use the Oracle and Concur Role Request form to request access to initiate cost transfers in PPM

Critical Concepts

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• UCSD PPM Project Inquiry and Reporting JR is the inquiry and report role used to view project costs in OFC
  
  • Seek guidance on any additional roles needed before requesting additional roles
  • Learn more about How to Determine the Oracle & Concur Standard Roles Departmental Preparers Need
• You are only allowed to make a request for one Health Business Unit at a time
  
  • Submit separate requests if you need business unit access for the Physician Group and Population Health business units

Steps to Take

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1. Use Oracle and Concur Role Request to request access

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 to confirm is for the correct person

4. In Standard Roles Section, Does the person need additional standard roles intended for departmental users?, select Yes

• Do not make selections for other questions on this part of the form

5. Click the checkbox to under the Acknowledgement section

6. Click Next

7. In Oracle System Roles, select Options

8. In What Financial Business Unit is the person requesting roles for?, select appropriate one, e.g. UCSD MEDICAL CENTER

9. In Select the Financial Unit that should approve this access request, select the financial unit associated with your office to ensure your request is approved properly

• The selection routes to the approver group associated with this financial unit
• Use this article How to Lookup Role Request Approvers

10. In Which Financial domain(s) does the person work in, only select the box for PPM General Projects 

11. What PPM General Projects role(s) does the person need?, only select UCSD PPM Project Inquiry and Reporting JR

12. Click Next

13. Click Submit