Overview

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 This article will describe how to request the GL Inquiry and Reporting Role using the Oracle and Concur Role Request form

Critical Concepts

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• You are only allowed to make a request for one Financial Business Unit at a time
• If you need GL Inquiry and Reporting for UCSD Campus and UCSD Foundation, two requests must be submitted
• Training requirement must be met to gain access to Oracle
• If you are requesting inquiry and reporting roles for the first time, answer Yes to the first question on the role request form 
  
  • Does the person need standard inquiry and reporting access for viewing financial information across all Oracle modules?
  • Disregard the steps in this article because this article is to request the GL Inquiry and Reporting role only.

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 submitter'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 Campus or UCSD Foundation

• You are only allowed to make a request for one Financial Business Unit at a time
• That means one form (request) submission for UCSD Campus and another form submission for UCSD Foundation

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

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

11. In What General Ledger role(s) does the person need?, select UCSD GL Inquiry and Reporting JR

12. Click Next

13. Click Submit

14. Repeat these steps again with another request, if a second Business Unit is needed.