New Commitment Accounting security roles, associated training effective March 1

new committment accounting security rolesEffective March 1, new Commitment Accounting security roles will be introduced along with new associated training requirements. Employees who require the new roles should complete training as described below before requesting the new role(s) from their area’s department security administrator.

Based on PST981 evaluations and feedback, and due to the complexity of the subject matter, a new basic role is being introduced, UF_KA_DEPT_BUDGETING_ TRAINEE, that permits new users access and an opportunity to learn basic principles.  The TRAINEE role expires 90 days after being assigned, and the new user is required to complete the advanced PST986 course to obtain the regular security role, UF_KA_DEPT_BUDGETING_ ADMIN.

As a best practice, PST986 should not be taken earlier than 30 days after obtaining the TRAINEE role.  Although there is no difference in the functionality of the two roles, this is expected to provide a better user training experience.

Please note that PST981 Commitment Accounting will no longer be offered, but is being replaced with two classes indicated in the training requirements listed associated with the new roles:

UF_KA_DEPT_BUDGETING_TRAINEE
Training required:  PST985 Commitment Accounting Basics

  • Review distribution set-ups and actuals
  • Update Payroll Distributions at departmental level*
  • View Combination Code Table
  • View Cost Distribution Reports in Enterprise Reporting
  • Receives Listserv emails to PY-DISTRIBUTION@LISTS.UFL.EDU
  • Role expires after 90 days and users need to take PST986 Commitment Accounting Advanced prior to expiration

*When requesting the role, the DSA will specify the department id(s) the employee is authorized to access in Access Request System > Requests > Account Code Security

UF_KA_DEPT_BUDGETING_ADMIN
Training required:  PST985 Commitment Accounting Basics AND PST986 Commitment Accounting Advanced

  • Review distribution set-ups and actuals
  • Update Payroll Distributions at departmental level*
  • View Combination Code Table
  • View Cost Distribution Reports in Enterprise Reporting
  • Receives Listserv emails to PY-DISTRIBUTION@LISTS.UFL.EDU
  • Role expires after 3 years and users need to take PST985 and PST986 again prior to expiration

* When requesting the role, the DSA will specify the department id(s) the employee is authorized to access in Access Request System > Requests > Account Code Security

UF_KA_PAYROLL_BUDGETING
Training required:  PST985 Commitment Accounting Basics AND PST986 Commitment Accounting Advanced

  • Review distribution set-ups and actuals
  • Update Payroll Distributions at COLLEGE level*
  • View Combination Code Table
  • View Cost Distribution Reports in Enterprise Reporting
  • Receives Listserv emails to PY-DISTRIBUTION@LISTS.UFL.EDU

* When requesting the role, the DSA will send an email to smwilson@ufl.edu requesting that ALL security row level be added.

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