What are the steps for establishing a new user in TP?
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To establish a new TP user you must select the FIS User Document from the Chart of
Accounts Maintenance Documents Group.
Once you have a blank document on your screen:
- Enter an Organization Reference number (if you wish to use this field), and Description
(required) in the upper right corner of the document. Tab into the Chart field.
- Click on the Search button on the right side of your screen to bring up the Universal
User Lookup window. (The Search button is the one with the picture of a magnifying glass
on it.)
- Tab into the User Name field and type the person's last name followed by an asterisk
(*). The asterisk must be entered by first pressing the F2 key, and then the 8 key. (Do
not hold down the F2 key while pressing the 8 key.) If you know the person's campus and
department code it will be helpful to enter that information in the appropriate fields to
speed up the search process.
- Click on the Search button to display the user ID, name and other information
on the person for which you are searching. Double click the user ID of the
person.
- Enter the COA code and the Org code on the document.
- Click "OK" to route the document.
This document will route to any previously established departmental approvers and finally to a workgroup in FMS that approves all user access requests. The new user will be notified via e-mail when their access request has been approved.
Remember: The IU Acceptable Use Agreement must be completed by the new user and forwarded to UITS in
addition to completing the FIS User Document. The entire process normally takes
two or three working days.
Once you open the Acceptable Use Agreement page, click on https://keepITsafe.iu.edu/agreement. Log into the Central Authentication Service to access the Institutional Data Acceptable Use Agreement home page. Click on "Complete agreement again" to read and sign the 6-page agreement online.
Filename: kb-046
Updated: 10/15/2009
User: pjtaylor
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