How to Request Oracle System Roles (Standard Roles)


Overview


 Use the Oracle and Concur Role Request form to request access

Critical Concepts


Steps to Take


Requesting Inquiry and Reporting Access for First-Time Users (First-Time Role Requests)

Please note that these steps apply to users with only the UCSD IT Self Service User JR assigned per the user roles report

1. Use Oracle and Concur Role Request to request access for the UCSD CAMPUS business unit

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 SectionDoes the person need standard inquiry and reporting access for viewing financial information across all Oracle modules?, select Yes

5. Click the checkbox to under the Acknowledgement section

5. Click Next

6. In Oracle System Roles, select Options

7. In What Financial Business Unit is the person requesting roles for?, select UCSD Campus

8. In Select the Financial Unit that should approve this access request, select your Financial Unit, e.g. BFS - Finance and Budget if you work for that team

9. In Which Financial domain(s) does the person work in, these checkboxes and role are pre-populated

10. Click Next

11. Click Submit


Requesting Additional Oracle System Roles

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 SectionDoes 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

9. In Select the Financial Unit that should approve this access request, select your Financial Unit, e.g. BFS - Finance and Budget if you work for that team

10. In Which Financial domain(s) does the person work in, select the boxes for the domain roles that are needed

11. Click Next

12. Click Submit

If you still have questions or need additional assistance, please submit a ticket