Access

Logging In

If you have been granted access, you may use your CWRU Network ID and its associated password to log on to either the Financials environment or the Reporting environment.

Gaining Access

  1. Follow our Online Security Form Reference Guide for filling out the Online Security Form. The form is found on the PeopleSoft Financials environment.
    • Note: Any new or existing CWRU employee can can submit an Online Security form. Default access to PeopleSoft financials allows any user to submit a form.
  2. Complete the training class as required for eProcurement, Accounts Payable and/or General Ledger. View class schedules and register on the UTech website.
    • Note: Training is not required for Petty Cash, Department Deposits or Travel and Expense.

If you have any questions about your security access please contact erpsecurity@case.edu.

ERP Financial News List

The ERP Financials Team has an e-mail news user list that provides the following information:

  • Scheduled System Outages
  • Unplanned emergency outages/system issues
  • New Features
  • Changes to existing features

Instructions for Joining the Email List