Overview

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This article provides information on the access new users automatically receive for Oracle & Concur. Specifically, you will learn about the level of access that is automatically assigned. 

Essential Information

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• The UCSD IT Self Service User JR role allows all users to view Oracle and Concur transactions and create certain transactions with review and approval from another person (an approver).
• Access request forms for UCPath can be found here: Payroll & HR Service Catalog.
• Access request forms for Kuali Research can be found here: Research Service Catalog.

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Automatically Assigned Roles (No Access Request Needed):

Everyone in the UC San Diego community (employees and sponsored affiliates established in MyAffiliates):

1. Examples of users that have this access in Oracle include:

• Lab staff (managers and members)
• Graduate students
• Post doctoral scholars
• Fund Manager
• Fiscal Assistant
• Financial Analyst
• Financial Manager
• Administrative Assistant
• Research Administrator
• Department Business Officer
• Chief Administrative Officer

Standard Role Name

Role Description

UCSD IT Self Service User JR

In Oracle, this role is provides the ability to: View purchase requisitions. Create/submit purchase requisitions with $0 purchasing authority. View purchase orders. View Accounts Payable/Vendors invoices. Note: All requisitions and change orders need to be reviewed and approved through workflow routing to the financial unit approvers unless the user is assigned a Department Shopper/Purchasing Authority dollar amount). In Concur, this role provides the ability to: View and submit travel and expense requests.

 

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Additional Oracle Roles and Access:

If additional Oracle roles are needed, then please refer to KB0033220: How to Determine the Oracle & Concur Standard Roles Departmental Preparers Need.

 

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Oracle Roles and Access Support:

1. Try to log into Oracle using the instructions in KB0032095: How to Log into Oracle Financials Cloud (OFC).

2. For login errors, go to the Budget & Finance Submit a Ticket form and then enter the following information:

• • About: Access Requests to Financial Systems
  • Related to: Oracle Financial Cloud
  • More Specifically: Oracle Financials Cloud (Access and Role Inquiries)
  • Subject: Need Help Logging Into OFC
  • Description: [explain issue or error]

 

Questions?

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If you need any additional assistance, please submit a ticket here.