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Approving Security Form

Approving Security Form

Approving Security Requests

Purpose
This guide explains how to approve security requests.

Procedure
Log in to PeopleSoft Financials to get started.

  • From the Main Menu, click the CWRU Online Security Form link.
  • Click Review/Approve Requests link.

 

  • On the Review/Approve Requests screen, you will see a list of security requests as well as their status.  To locate your specific approval request, enter one of the following:
    • Case Network ID: Enter the Case Network ID of the person who has requested access. This can be found in the email notification.
    • Request Status: Select “Pending” option in the dropdown menu. 
    • There are three types of request status: 
    • Pending Status: Request that have been submitted and are awaiting all levels of approvals. 
    • Closed Status: Requests that have been completed. 
    • Train P: Requests that have training pending that needs to be completed.

 

  • When the Training Pending (Training Pend) Request Status search is used, all requests that are in Training Pending status will appear.

*** Please Note *** Until Training has been completed, access will not be granted for eProcurement, Accounts Payable or General Ledger.
Click the Review to Approve/Deny button for the ID you are looking to take action on.

 

  • Enter the Case Network ID of the person who has a request in the Case Network ID field.
  • Click Search button.

 

  • On the Request Summary Screen, click Review to Approve/Deny button.

 

  • The Online Security Access Request Form screen appears in view only.  Review the information and then click the Reporting Access Request button.

 

  • The Online Security Reporting Access screen is in view only status. Review the Department and Project information that is requested.
    • The Supervisor Approval is where the approval status is located and can be changed. The Not Yet Worked button will be selected for requests that have not been seen.
    • The Not Yet Worked button will be selected for requests that have not been seen.
  • For those approving at the Management Center level, the Management Center Approval is where the approval status is located and can be changed.
    • The Not Yet Worked button will be selected for requests that have not been seen.
  • To assist with the Department and Row Level security review, the Preview Row Level Access button can be clicked.
  • To Deny a request, select the button for Denied.
  • The name of the person who denied the request and the date and time stamp will appear. If a request has been denied, the person denying must enter a reason for the denial. This will be in the email notification.
  • Click Submit button to start the process and notification emails.
  • To Approve a request, select Approved button.
  • The name of the person who Approved the request and the date and time stamp will appear.
  • Click Submit button to start the process and notification emails.
  • End of Procedure