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Once logged onto the network, UR Financial users can download these for reference. For a terminology list, visit our Data Cookbook here.</p> </div><p class="message__cta"><a href="https://rochester.datacookbook.com/institution/terms?utf8=%E2%9C%93&search=&letter=&order=&minified=full_content&functional_area_id=&workflow_definition_id=&term_source_id=&erp_system_id=1392&tag_name=&classification_code=" class="ghost-button--blue">Glossary</a></p></div></li> <li class="nav-primary__list-item nav-primary__list-item--depth-1 nav-primary__list-item--has-children"><p id="menu-item-8746" class="nav-primary__action nav-primary__action--depth-1 nav-primary__action--has-children"><span class="nav-primary__text">University training</span></p> <div id="menu-item-child-8746" class="nav-primary__wrap-child nav-primary__wrap-child--depth-1" data-js="child-menu"> <ul class="nav-primary__list-child nav-primary__list-child--depth-1" aria-label="Submenu for University training"> <li class="nav-primary__list-item nav-primary__list-item--depth-2"><a 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nav-primary__action--depth-1 nav-primary__action--has-children"><span class="nav-primary__text">Affiliate hospital training</span></p> <div id="menu-item-child-8576" class="nav-primary__wrap-child nav-primary__wrap-child--depth-1" data-js="child-menu"> <ul class="nav-primary__list-child nav-primary__list-child--depth-1" aria-label="Submenu for Affiliate hospital training"> <li class="nav-primary__list-item nav-primary__list-item--depth-2"><a href="https://www.rochester.edu/adminfinance/urfinancials/training/southern-region-training/" id="menu-item-8016" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">Southern Region training</span></a></li> <li class="nav-primary__list-item nav-primary__list-item--depth-2"><a href="https://www.rochester.edu/adminfinance/urfinancials/services/highland-hospital-ur-financials-implementation/highland-hospital-ur-financials-training/" id="menu-item-23882" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">Highland Hospital training</span></a></li> </ul> </div> </li> <li class="nav-primary__list-item nav-primary__list-item--depth-1 nav-primary__list-item--has-children"><p id="menu-item-8586" class="nav-primary__action nav-primary__action--depth-1 nav-primary__action--has-children"><span class="nav-primary__text">Keep learning</span></p> <div id="menu-item-child-8586" class="nav-primary__wrap-child nav-primary__wrap-child--depth-1" data-js="child-menu"> <ul class="nav-primary__list-child nav-primary__list-child--depth-1" aria-label="Submenu for Keep learning"> <li class="nav-primary__list-item nav-primary__list-item--depth-2"><a target="_blank" href="https://www.rochester.edu/adminfinance/urfinancials/tip-of-the-month/" id="menu-item-9056" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">Tip of the Month</span></a></li> <li class="nav-primary__list-item nav-primary__list-item--depth-2"><a target="_blank" href="https://www.rochester.edu/adminfinance/urfinancials/ur-financials-newsletter/" id="menu-item-16012" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">Newsletters</span></a></li> <li class="external nav-primary__list-item nav-primary__list-item--depth-2"><a target="_blank" href="https://lists.rochester.edu/scripts/wa.exe?SUBED1=URFINANCIALSUSERS&A=1" id="menu-item-15412" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">Subscribe to UR Financials Users’ List</span></a></li> </ul> </div> </li> </ul> </div> </li> <li class="nav-primary__list-item nav-primary__list-item--depth-0 nav-primary__list-item--has-children"><span class="nav-primary__actions"><a href="https://www.rochester.edu/adminfinance/urfinancials/assets/" id="menu-item-596" class="nav-primary__action nav-primary__action--depth-0 nav-primary__action--has-children nav-primary__action--has-button"><span class="nav-primary__text">Resources and forms</span></a><button inert class="nav-primary__trigger" data-js="trigger-child-menu" aria-controls="menu-item-child-596" aria-expanded="false" title="Toggle submenu" aria-label="Open submenu for Resources and forms" data-label-hidden="Open submenu for Resources and forms" data-label-shown="Close submenu for Resources and forms"><span class="fa fa-chevron-down" aria-hidden="true"></span></button></span> <div id="menu-item-child-596" class="nav-primary__wrap-child nav-primary__wrap-child--depth-0" data-js="child-menu"> <ul class="nav-primary__list-child nav-primary__list-child--depth-0" aria-label="Submenu for Resources and forms"> <li class='nav-primary__list-item nav-primary__list-item--depth-1 nav-primary__content-callout'><div class="message__content"><p class="message__title h5">Resources and forms</p><div class="message__description"><p>Standard tools are available, with additional resources categorized based on your location.</p> </div></div></li> <li class="nav-primary__list-item nav-primary__list-item--depth-1 nav-primary__list-item--has-children"><p id="menu-item-2846" class="nav-primary__action nav-primary__action--depth-1 nav-primary__action--has-children"><span class="nav-primary__text">Resources</span></p> <div id="menu-item-child-2846" class="nav-primary__wrap-child nav-primary__wrap-child--depth-1" data-js="child-menu"> <ul class="nav-primary__list-child nav-primary__list-child--depth-1" aria-label="Submenu for Resources"> <li class="external nav-primary__list-item nav-primary__list-item--depth-2"><a target="_blank" href="https://rochester.box.com/s/7f91oh6rkfhivziceyfrza9zcbvq1csc" id="menu-item-22872" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">Fiscal Year End Financial Close Schedule</span></a></li> <li class="external nav-primary__list-item nav-primary__list-item--depth-2"><a target="_blank" href="https://rochester.box.com/s/a0kdfdgmbycdy4hv2rt241brolopx0ej" id="menu-item-2856" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">Monthly Financial close schedule</span></a></li> <li class="external nav-primary__list-item nav-primary__list-item--depth-2"><a target="_blank" href="https://rochester.box.com/s/daq1yvvnyoav3qnz6jnjvbvmib20a2yt" id="menu-item-3076" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">UR Financial approval guidelines</span></a></li> <li class="external nav-primary__list-item nav-primary__list-item--depth-2"><a target="_blank" href="https://rochester.box.com/s/vxss9abxowh6mr5oye5rqdc270plx5co" id="menu-item-3116" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">Electronic invoice listing</span></a></li> <li class="external nav-primary__list-item nav-primary__list-item--depth-2"><a target="_blank" href="https://rochester.box.com/s/47bxmqlfegrhafv00tocdfkckja22rpe" id="menu-item-21232" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">Allocation contacts</span></a></li> <li class="external nav-primary__list-item nav-primary__list-item--depth-2"><a target="_blank" href="https://rochester.box.com/s/h28nk3cfwiampjy87fr441ywvx0b2pqu" id="menu-item-3326" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">Integration contacts</span></a></li> <li class="external nav-primary__list-item nav-primary__list-item--depth-2"><a target="_blank" href="https://rochester.box.com/s/0rzru2by03fzt9ahoc2d8esvcifrg8i8" id="menu-item-17702" class="nav-primary__action nav-primary__action--depth-2"><span class="nav-primary__text">Recurring journal contacts</span></a></li> </ul> </div> </li> <li class="nav-primary__list-item nav-primary__list-item--depth-1 nav-primary__list-item--has-children"><p id="menu-item-2826" class="nav-primary__action nav-primary__action--depth-1 nav-primary__action--has-children"><span 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aria-modal="true">  <div data-js="search__modal-wrapper" class="search__modal-wrapper grid-container"> <div class="search__modal">  <button data-js="toggle-search" class="masthead__trigger masthead__trigger--search masthead__trigger--search-modal" aria-label="Close site search"> <span class="fa fa-close" aria-hidden="true"></span> Close </button> <div class="search__form"> <form role="search" aria-label="Search site" method="get" class="search-form" data-js="search-form" action="https://www.rochester.edu/adminfinance/urfinancials"> <div class="search__input-wrap"> <label class="search__label" data-js="search-label" for="s-6749163982df5"> Search UR Financials </label> <input type="search" id="s-6749163982df5" data-js="search-query" class="form-control search-form__query" name="s" value="" placeholder="Search UR Financials" autofocus /> <button class="search-form__submit" type="submit" aria-label="Submit Search"> <span class="button-text"> Search </span> </button> </div> <div class="dynamic_content"> </div> </form> </div> </div> </div> </dialog> </div> </header> <main id="main" class='right_image'>  <header class="content-header content-header--page right_image images grid-container">  <div class="header-media">    </div>  <div class="header-wrap grid-container"> <div class="header-content"> <div class="header-content-inner">   <h1 class="header-title"> Security Forms </h1>  <div class="header-subtitle"> <p>Request access for UR Financials, UR Procurement, Supplier Invoice Viewing Permission (OnBase) and Data Warehouse access.</p> </div>  </div> </div> </div> </header> <div class="grid-container breadcrumbs "> <div class="grid-x grid-margin-x"> <div class="cell large-12"> <nav class="breadcrumb" aria-label="Breadcrumbs"><ul><li><a href="https://www.rochester.edu/adminfinance/urfinancials/">Home</a></li> <li class="breadcrumb_last" aria-current="page">Security Forms</li></ul></nav> </div> </div> </div> <div class="grid-container"> <div class="t-content grid-container__stagger-double"> <h3><strong>Steps on how to request access:</strong></h3> <ol> <li>Workday Authorization Request application (UR Workday in-the-system menu apps) <ul> <li><strong><span style="color: #ffc70a;">ALERT: </span>Effective July 1, 2024, </strong>we are extending our Authorization Request application in UR Workday for requesting or removing access for UR Financials. UR Procurement was implemented on April 29<sup>th</sup>. Affiliated entities are out of scope and will be implemented at a later timeline. Users will be able to view their Workday permissions, modify them as necessary for business requirements, and monitor the status of their requests. The respective employee’s manager will approve these requests within UR Workday and continue to follow the necessary business process approvals outlined by the University of Rochester’s designated data stewards. <p style="padding-left: 40px;">A <a href="https://tech.rochester.edu/services/ur-workday/" target="_blank" rel="noopener">user guide</a>, including examples and definitions, provides detailed instructions on using the Authorization Request application. Use our help assistant [Need Help?] to step through the Authorization Request for Initiators or Authorization Request for Approvers process for in-the-system guidance. Don’t see the <a href="https://rochester.app.box.com/s/883dn09pozvsdxoro6eab5pn3ol1erir" target="_blank" rel="noopener">Need Help? button, download it here</a>.</p> <p style="padding-left: 40px;">In addition, an instructional video and a P2P specific guide are available on the UR Procurement Website Security page: <a href="https://www.rochester.edu/adminfinance/urprocurement/how-to-purchase/p2p-security-form/" target="_blank" rel="noopener">https://www.rochester.edu/adminfinance/urprocurement/how-to-purchase/p2p-security-form/</a></p> <p style="padding-left: 40px;">Please contact the <a href="https://tech.rochester.edu/" target="_blank" rel="noopener">UNIVIT help desk</a> for assistance with the Authorization Request application in UR Workday.</p> <p>We will continue to use the link below for the existing authorization request process for Axiom, UR Financials Banking, and URGEMS via the existing web portal, the University of Rochester Security Request Form. However, any Workday requests for UR Financials and UR Procurement please redirected to the new application in UR Workday.</li> </ul> </li> <li>Select the <a href="http://www.rochester.edu/adminfinance/urfinancials_permission_form/">University of Rochester Security Request Form </a>link for Axiom, UR Financials Banking, and URGEMS and enter your Active Directory username and password. <span style="color: #ffc70a;">Please redirect to the new application in UR Workday for UR Financials and UR Procurement Workday authorization requests</span>. <ol> <li>Complete the form and choose the PRINT option at the bottom of the form</li> <li>This form needs to be signed by your manager. Depending on permissions requested, additional signatures may be needed ( e.g. Company level access – Director’s signature)</li> <li>Forward completed requests for authorization to the contact instruction located at the bottom of the form</li> <li><strong style="font-size: 1.25rem;">Note:</strong><span style="font-size: 1.25rem;"> Access termination requests should be emailed to the </span><a style="font-size: 1.25rem; background-color: #ffffff;" href="mailto:urfinancialssecurityteam@UR.Rochester.edu">UR Financials Security Team</a><span style="font-size: 1.25rem;"> (urfinancialssecurityteam@UR.Rochester.edu.) </span><span style="color: #ffc70a;">Please redirect to the new application in UR Workday for UR Financials and UR Procurement Workday authorization requests</span>.</li> </ol> </li> </ol> </div> </div> <div class="modules"> <section class="module module--type-accordion module--layout-center width-large white" style="background-color: #FFFFFF;"> <div class="accordion-module__container grid-container grid-container__stagger-double"> <div class="row-styles"> <div class="accordion-module__inner"> <div class="accordion-module__loop"> <details class="accordion-module__row" data-js="c-details" data-slide="1"> <summary class="button a-row__button chevron-icon left-icon"> <span class="a-row__button__title"> <strong>UR Financial system roles</strong> </span> </summary> <div class="a-row__container t-content" data-js="c-details-content"> <p><a href="https://wd5.myworkday.com/rochester/d/wday/app/SecurityProvisioningApp_fypqtn/SecurityProvisioningApp_fypqtn/AllRolesDescription.htmld" target="_blank" rel="noopener">List of complete roles and definitions</a></p> <p> </p> </div> </details> </div> </div> </div> </div> </section> <section class="module module--full-bleed module--type-interstitial module--layout_inline grey"> <div class="interstitial-module__container grid-container"> <header class="interstitial-module__header"> <h2 class="interstitial-module__title module__title h3">Supplier Invoice Viewing Permission Form (OnBase) </h2> </header> <div class="interstitial-module__content"><div class="t-content grid-container__stagger-double"><p>Supporting documentation for electronic invoices are not stored in UR Financials. Visit the <a href="https://rochester.box.com/s/vxss9abxowh6mr5oye5rqdc270plx5co">Electronic Invoice Reference </a>page to view how to request these. Contact Accounts Payable for issues on this <a href="https://rochester.box.com/s/zzrmcbd6netdndltaj1it0zq29fgw6of">Supplier Invoice Viewing Permission Form</a>.</p> <p>This form allows the user to view stored PDFs of Supplier Invoices within UR Financials. Complete the form, including signatures, and scan /send or return to <a href="mailto:UnivITHelp@ur.rochester.edu">UnivITHelp@ur.rochester.edu</a>. Watch this quick reference video that instructs users on<a href="https://youtu.be/TepuLQqvm1A"> how to view Supplier Invoices in UR Financials using OnBase</a>.</p> <p>Access termination requests should be emailed to the UnivITHelp <a href="mailto:UnivITHelp@ur.rochester.edu">UnivITHelp@ur.rochester.edu</a>.</p> <p>For technical issues with OnBase or security access questions please contact the University IT Helpdesk at 275-2000.</p> </div></div> </div> </section> <section class="module module--full-bleed module--type-interstitial module--layout_inline white"> <div class="interstitial-module__container grid-container"> <header class="interstitial-module__header"> <h2 class="interstitial-module__title module__title h3">Data Warehouse Access Form </h2> </header> <div class="interstitial-module__content"><div class="t-content grid-container__stagger-double"><p>This (Cognos) <a href="https://tech.rochester.edu/about-data-warehouse/">access form</a> allows users to run Cumsal against their respective areas are pushed monthly reporting that indicates the monthly payroll summaries, broken down by FAO, spend category, and person. Access termination requests should be emailed to the UnivITHelp <a href="mailto:UnivITHelp@rochester.edu">UnivITHelp@rochester.edu</a>.</p> <p>In addition, there are other manually executed reports for looking at payroll overtime, area, category, and user. 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