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Office of the Controller > Departments > Applications Administration > Authorized Requestors Guidelines
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Authorized Requestors Guidelines

What is an Authorized Requestor?

There are 3 types of Authorized Requestors:

Chart of Accounts

Also known as the local chart administrator, the CoA Authorized Requestor is a tub financial officer (or their designee) who has the ability to create, modify, disable or re-enable CoA values within their assigned ranges.They are also responsible for assuring that any changes they implement in their local chart adhere to external reporting requirements and to the framework established for Harvard's overall financial reporting needs.

Cross-Validation Rules

The CVR Authorized Requestor is a tub financial officer (or their designee) who has the ability to create, modify, disable or re-enable org-fund, org-activity, or org-root rules covering orgs within their assigned ranges.

Oracle and PeopleSoft Security

An Authorized Requestor for Oracle and PeopleSoft Security is a tub financial and/or HR officer (or their designee) responsible for determining user security access for employees within their tub. They are responsible for granting the appropriate level of system access, ensuring users are adequately trained to use applications, maintaining documents to support security access requests, and notifying Applications Administration when access should be terminated.

Who are the Authorized Requestors?

Check the list of local chart administrators by tub to obtain the names of the current authorized requestors for your tub.

How do I become an Authorized Requestor?

The mechanism for becoming a Chart Authorized Requestor (and for making changes to your profile once you are) is the Authorized Requestor form (for tubs other than 610-CADM) or the CADM Authorized Requestor form (for tub 610-CADM). These forms must be submitted by a primary authorized requestor from your tub. The Primary Authorized requestor is is typically the senior administrator/officer within a tub and is ultimately responsible for the activities of all ARs within their tub.

Authorized Requestor Training

At a minimum, Applications Administration recommends basic CoA training for all new Authorized Requestors. Courses such as Getting Up and Running on University Financial Systems (offered by the Center for Training and Development) fulfill this requirement.

For CoA Authorized Requestors, Chart-Security Maintenance Application training materials are available on-line at the CSMA ABLE site at http://able.harvard.edu/coa/csma/csma_index.shtml

Contact the Applications Administrator for your tub to arrange training for cross-validation rule maintenance or Oracle/PeopleSoft security training and documentation.

Copyright © 2012 by the President and Fellows of Harvard College