Overview

---

 Use the Oracle and Concur Role Request Form to request access

Critical Concepts

---

• If you are requesting Oracle roles for the first time, then follow the first set of steps
• If you are requesting additional or individual standard roles, then follow the 2nd set of steps
  
  • 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 Financial Business Unit at a time
• Before submitting a request, check the user roles report using the information in How to Look Up User Roles in Oracle

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

• Don't use these instructions for the UCSD FOUNDATION 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 Section, Does the person need standard inquiry and reporting access for viewing financial information across all Oracle modules?, select Yes

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

5. Click the checkbox to under the Acknowledgement section

5. Click Next

6. In Oracle System Roles, select Options

7. 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

8. Click Next

9. 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 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 for campus departments

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 to ensure your request is approved properly

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

• Under the UCSD Campus Business Unit, additional standard roles can be requested for PPM and AR
• AR Adjustment Entry has the ability to create and manage invoice adjustments
• AR Invoice Entry has the ability to create and manage invoice adjustments
• PPM Project Budget and Contract Manager has the ability to manage budgets and contract billings for projects
• PPM Project Adjustments is the cost transfer initiator role

11. Click Next

12. Click Submit