Authorized Requestors Guidelines
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.
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