Requesting the SpeedType Editor Role

   Overview   

The default roles an employee will receive are outlined HERE.

Any additional roles required in the system will need to be assigned using the Access Request Form by an employee's HR supervisor. This article outlines how a supervisor can assign the SpeedType editor role.

In this article, you will learn the steps to request the SpeedType Editor role in the UGA Financial Management System for an employee using the Access Request Form.

The form is completed by the employee's HR Supervisor.

1. Step 1

The UGA Financials page is displayed with the Request Access tile highlighted

First, log into the Financial Management System.

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

2. Step 2

The UGA Access Links page is displayed with the UGA Financial Management System Access Request link highlighted

The UGA Access Links page is displayed.

To request the SpeedType Editor Role, click the  UGA Financial Management System Access Request  link.

3. Step 3

The Security Access Request page is displayed with the User ID field highlighted

The Security Access Request page is displayed.

In the User ID field, enter the MyID for the employee whom you wish to assign the SpeedType Editor role.

Note: You can use the lookup magnifying glass to search an employee. The Description search prompt will be a last name search.  

Example shown here: " uga12345 ".

4. Step 4

The Security Access Request page is displayed with the Add button highlighted

Click the Add button.

5. Step 5

The Access Request page is displayed with the CFO Approver drop-down menu highlighted

The Access Request page is displayed. Your name and User ID are recorded as part of the Access Request form.

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

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

6. Step 6

The Access Request page is displayed with an option under the CFO Approver drop-down menu highlighted

Click the appropriate CFO Approver from the list.  

Example shown here: Nightengale,David .

7. Step 7

The Access Request page is displayed with the arrow to the left of the Access Billing Business Unit and View User's Roles highlighted

To view the selected employee's current access, click the arrow to the left of the Access Billing Business Unit and View User's Roles  section.

Note: You can confirm whether an employee already has the SpeedType Editor (UGA GL Speedtype Acct Tag M) role.

8. Step 8

The View and Remove Any of User's Current Roles section is highlighted

In the View and Remove Any of User's Current Roles section, you can view what access the employee currently has before you request an additional role for the employee.  

Example shown here: The employee does not have the appropriate role.

9. Step 9

The Access Request page is displayed with the Justification for Access field highlighted

You can enter a reason why you are requesting the SpeedType Editor role for the selected employee in the Justification for Access field.

10. Step 10

The Access Request page is displayed with the arrow to the left of the Access Requested section highlighted

Click the arrow to the left of the Access Requested section to expand it.

11. Step 11

The Access Request page is displayed with the lookup magnifying glass highlighted under the Access Requested section

To add an additional role for the employee, you can enter the appropriate name of the role or search for the role by clicking the lookup magnifying glass.  

Example shown here: lookup magnifying glass.

12. Step 12

The Look Up Role Name pop-up window is displayed with the Role Name drop-down menu highlighted

The Look Up Role Name pop-up window is displayed.

Scroll down to find the appropriate Role Name or use the search functions by entering a keyword into the Role Name or Description fields.  

Example shown here: Role Name dropdown menu.

13. Step 13

The Look Up Role Name pop-up window is displayed with an option highlighted under the Role Name drop-down menu

You can select an appropriate search filter. 

Click the contains option.

14. Step 14

The Look Up Role Name pop-up window is displayed with the Role Name field highlighted

In the Role Name field, enter " speedtype ".

15. Step 15

The Look Up Role Name pop-up window is displayed with the Look Up button highlighted

Click the Look Up button.

16. Step 16

The Look Up Role Name pop-up window is displayed with UGA GL Speedtype Acct Tag M link highlighted

Click the UGA GL Speedtype Acct Tag M link.

17. Step 17

The Access Request page is displayed with the Additional Roles Needed section highlighted

The selected Role Name now appears in the Additional Roles Needed section.  

18. Step 18

The Access Request page is displayed with the Submit button highlighted

When you are ready, click the Submit button.

19. Step 19

The Access Request page is displayed with the Approval Workflow section highlighted

The request is submitted to the CFO for approval. You can view the approval workflow at the bottom of the page.  

Additional Information:

SpeedType Editor Role:

  • Role Title: UGA GL SpeedType Acct Tag M
  • Assignment of this role comes with required training.
  • Upon Central Office approval of the role assignment, the user will receive an email detailing the training that must be done prior to adding or maintaining SpeedTypes. The email will also instruct the user to respond when all required training has been completed. The access will be removed if the required training and attestation that training has been done is not completed within 30 days.

Training Required:

Tutorial Resources

Security Roles Spreadsheet

 
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