How to Look Up User Roles in Oracle


Overview


Critical Concepts


Steps to Take


1. Go to Business Analytics Hub and log in

2. Click on Budget & Finance tab

3. Go to the Administration Panorama and select UCSD-BIP Campus User Roles

 4. Right click Run report, then select Open link in new tab

5. If required, log into Oracle as usual using Company Single Sign-On

6. View results by entering the following criteria in the fields at top of page, partial terms are supported:

    1. Full Name: Enter or use the dropdown menu to search for the last name, first name of the user
    2. Department: Enter or use the dropdown menu to select the Financial Unit Name, that employee belongs to, not the FinU the department is for
    3. Assignment Number: UCPath Employee ID
    4. Email address: Official UCSD Email address ending with @ucsd.edu, not @health.ucsd.edu or @eng.ucsd.edu alias
    5. Purchasing Authority: Enter or use the dropdown menu to search for users with a specific Department Shopper or Central Accountant job grade
    6. User Name: Refers to the long-technical OFC user ID
    7. Role: Find users with specific roles by Module abbreviation or Financial Unit Number

7. When fields are complete, click Apply to generate the results for the report

8. If you click the Apply button and the report is not displaying data to your screen, then navigate to the upper right corner, click the View Report button (looks like a pdf page), then select Interactive

9. The Campus User Role Report displays, each user/role combination displays own row in the report along with the data security 

10. To export the report, in upper right, select View Report icon, select Excel (*.xlsx), then click the download icon, to save file

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