How to Request the GL Inquiry and Reporting Role


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

Critical Concepts

Steps to Take

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

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

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.

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