PeopleSoft- 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.
    Screen shot of PeopleSoft Financials Review/Approve Requests page. The screen shows sample requests waiting for Management Center approval.
  • 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.
    Screen shot of PeopleSoft Financials Review/Approve Requests page. The information shows users who's training is pending.
  • 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.

 

Screen shot of PeopleSoft Financials Review/Approve Requests page showing the form to Search for Requests.
  • Enter the Case Network ID of the person who has a request in the Case Network ID field.
  • Click Search button.
    Screen shot of PeopleSoft Financials Review/Approve Requests area. The image shows sample data of forms pending for a user who's Network ID was entered in the search bar.
  • On the Request Summary Screen, click Review to Approve/Deny button.
    Screen shot of PeopleSoft Financials Online Security Access Request Form page with the Security Access Request tab highlighted. The page is populated with sample data.
  • The Online Security Access Request Form screen appears in view only.  Review the information and then click the Reporting Access Request button.
    Screen shot of PeopleSoft Financials Management Center Approval area. The form shows options to Approve, Deny or Not Yet Worked Upon options for a particular user and an area to add comments.
  • 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 Accessbutton 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