Overview
This article describes how to use the Oracle and Concur Role Request form to request access to Population Health business unit roles.
Essential Information
- Request Population Health business unit access if you are transacting in OFC on that business unit:
- Seek guidance on any additional roles needed before requesting additional roles.
- Learn more about KB0032200: How to Determine the Oracle & Concur Standard Roles Departmental Preparers Need.
- Most users do not need to request roles and access for Population Health business unit.
- Population Health will approve this request after your financial unit approves (two levels of approval to obtain access).
- No need to request UCSD GL Inquiry and Reporting JR for this business unit if you have this role with the UCSD Campus business unit.
- Because Population Health business unit shares the same general ledger as the UCSD Campus business unit.
Next Steps
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 to other questions on this 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 Population Health
9. In Select the Financial Unit that should approve this access request, select your Financial Unit associated with the department or division you work for.
10. In Which Financial domain(s) does the person work in, select the boxes that apply to the area you need.
11. Click Next
12. Click Submit