More Request Based Access Tips

In the last blog digest and in our most recent Fiscal Administrators' meeting, we shared some updates and helpful tips on request-based access for our finance systems.  Based on the questions that popped up during Fiscal Admin (a great group to ask pertinent questions!), here are a few more helpful nuggets of info regarding security roles and system access: 

• If you're requesting multiple roles that require training, all training will need to be completed before the request is approved.  You may want to consider submitting separate requests for each role, especially if you are requesting a lof of roles and/or if you have an urgent need for a particular role.
• If you are requesting multiple roles, separate the ones that require training from the ones that don't so the ones that don't require training can go through more quickly. 
• What roles have required training? View here:  https://uvafinance.virginia.edu/finance-security-roles
• When an employee leaves who has created POs, how is the approval of a change order handled when they terminate employment with UVA?  If you have POs that are created by an employee who leaves the University, the owner of the PO will need to be changed.  Submit a request to AskFinance for the owner of the PO to be changed.
• When you terminate an employee in Workday, the employee is removed from their position, and the roles are still attached to the position number.  When the position is filled, they will be assigned those roles (they will need to complete training in order to receive access to the roles).  You can certainly request that the roles of a person leaving a position be assigned to another person until the position is filled.  This can be done via the request-based access process or via contacting Ask Finance.

As always, if you have questions or concerns, contact us at askfinance@virginia.edu 

________________________________________________________________

Related Content: Finance System Access Request Updates