Approving UGAmart Access Requests

   Overview   

Once a request for access is submitted, an email is sent to the appropriate CFO approver indicating that an item is waiting for approval. As soon as this approval is complete, workflow sends the request to UGAmart to be approved and set up in UGAmart.

 

Tutorial Resources

Security Roles Spreadsheet

 

This article will explain how to approve a request for UGAmart Access.

1. Step 1

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The Worklist for system access approvals is found on the Classic pages.

System access approvals can be accessed from this worklist or directly from the email notification you received.

2. Step 2

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The classic homepage is displayed.

Click the Worklist link in the upper right hand corner.

3. Step 3

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The items waiting for your approval are displayed in the Worklist. Only the items waiting for your approval are displayed.  

4. Step 4

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Find the item you want to review and click the hyperlink. UGAmart requests will have "UGA_UGAM ACCESS_RQST" on the first line.

Example shown here: Click the UGA_UGAM_RQST, 493 link.

5. Step 5

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The UGAmart Approval page is displayed.

Note: you can click on the UGAmart Access Request tab to see the original request.

6. Step 6

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The top part of the page shows the Access Request Number, Approval Status, who submitted the request, and the User ID of the person to receive the access.

Note: This information cannot be edited and should be returned to the submitter for correction.

7. Step 7

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The UGAmart Roles section shows the roles that are being added or removed for the selected individual. Check the Delete Role boxes to remove incorrect or unneeded roles.

Review these roles to be sure they are appropriate.

8. Step 8

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The Justification for access section should give an appropriate explanation for why the roles are being requested.

Enter the justification. Example shown here: "new UGAmart user."

9. Step 9

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The Add or Remove Approval Departments section is only used when approver rights are being granted.  Check to ensure that the departmental information is correct.

10. Step 10

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The CESS Access section gives the user permission to make determinations about Computer Equipment, Software, and Services purchases.  Check to ensure the user's position justifies this access.

11. Step 11

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Review the Fleet VP Access section for the appropriate VP designation.

12. Step 12

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Review the information PCARD Approver For section to make sure that the entries are accurate and appropriate.

13. Step 13

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If you have comments about your decision, enter them in the Access Request Comments.

If you are going to deny, you should enter comments to let the initiator know why you are denying the request.

The first time you add a comment, you can enter it in the box.  After a comment exists, you will need to click the Plus icon in the box to add a new comment.

14. Step 14

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Select whether to Approve or Deny All. You cannot approve or deny just a portion of the request. The decision is for the complete request.

15. Step 15

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The Approval Flow shows that this request has been approved by the first approver.

The middle box says Skipped because the approver is the same.

It is now waiting for the UGA Security Administrators to approve. You can click on the Multiple Approvers hyperlink if you want to see who is in that approver pool.