Access to the UGA Budget Management System is assigned as a role in the UGA Financial Management System, similar to the process for assigning new roles in the UGA Financials system. This tutorial outlines how a supervisor can assign Budget Management Access through the Access Request Form in UGA Financials.
In this article, you will learn the steps to request UGA Budget Management System Access (UGA Budg Mgmt Access) for an employee using the Access Request Form in the UGA Financial Management System.
This form should be completed by the employee's HR Supervisor.
First, log into the Financial Management System.
On the UGA Financials homepage, click the Request Access tile.
The UGA Access Links page is displayed.
To request UGA Budget Management System Access, click the UGA Financial Management System Access Request link.
The Security Access Request page is displayed.
Under the Add a New Value tab, enter the MyID for the employee that needs UGA Budget Management System access in the User ID field.
Note: You can use the lookup magnifying glass to search for an employee. The Description search prompt will be a last name search.
Example shown here: " UGAAIS ".
Click the Add button.
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.
Click the appropriate CFO Approver from the list.
Example shown here: Brown, Sadie S.
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 do this to confirm whether an employee already has UGA Budget Management System Access (UGA Budg Mgmt Access).
In the View and Remove Any of User's Current Roles section, you can view what access the employee currently has before you request additional access for the employee.
Example shown here: The selected employee does not have UGA Budget Management System access (UGA Budg Mgmt Access).
You can enter a reason why you are requesting UGA Budget Management Access for the selected employee in the Justification for Access field.
If the selected employee does not currently have access to the UGA Budget Management System, you will need to check the Access to Budget Management System option.
Click to select the Acess to Budget Management System checkbox.
When you are ready, click the Submit button.
The request is submitted to the CFO for approval. You can view the approval workflow at the bottom of the page.
Additional Information:
UGA Budget Management System Roles: