Requesting Data Warehouse Access

First, log into the Financial Management System.

On the UGA Financials homepage, click the Request Access tile.

The UGA Access Links page is displayed.

Note: The UGA Financial Management System Access Request link includes UGA Budget Management Access Request and Data Warehouse Access request.

Click the UGA Financial Management System Access Request link.

On the Security Access Request page, the Add a New Value tabs is displayed.

Click the Add a New Value tab.

You can enter the User ID field or click the lookup magnifying glass to the right of the User ID field to search.

Enter the User ID for the employee for whom you want to enter a security request.

Example shown here: lookup magnifying glass.

The Look User ID pop-up window is displayed.

To search by a partial employee name, click on the Description drop-down menu.

The Description drop-down menu is displayed. The menu contains a list of search criteria to apply to entered data. Selecting contains returns all results that have the entered data as part of the Description.

Click the appropriate search criteria.

Example shown here: " contains.

Enter appropriate information into the Description search field.

Example shown here:  " smith" as a partial name into the Description field.

A list of matching employee descriptions is displayed.

To select an employee User ID, click the appropriate name.

Example shown here: dnjordan.

The Look Up User ID pop-up window is closed, and the User ID is entered in the corresponding field.

Click the Add button.

Your Chief Financial Officer (CFO) is responsible for approving the access request.

To select the CFO Approver, click the CFO Approver drop-down menu.

The CFO Approver drop-down list is displayed with a complete list of approvers.

Click the name of your CFO.

Example shown here: Brown, Sadie S .

A justification for access is required for each access request.

Enter appropriate information into the  Justification for Access field.

Example shown here: " Requesting access for training development purposes ".

To allow the selected user access to Data Warehouse, click the Access to Data Warehouse option.

Once all the appropriate information has been entered on the Request Access page, click the Submit button.