Overview
Use the Oracle and Concur Role Request form to request access to financial reports in Cognos, like the Faculty & Researcher Dashboard.
Essential Information
- UCSD BI Consumer JR is the role used by campus users to access financial reports in Cognos.
- 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.
- No training requirements exist currently, but are highly recommended. Learn more in Blink: Budget & Finance Training.
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 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
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 to ensure your request is approved properly.
- Use this article to determine who is assigned to approver groups KB0033069: How to Lookup Role Request Approvers.
10. In Which Financial domain(s) does the person work in, select the box for Business Intelligence and Reporting.
11. Click the checkbox for the training check.
12. Click Next
13. Click Submit