CAPS for PeopleSoft Financials Access

Two online courses in the CAPS curriculum—Purchasing at CWRU from A to Z and Financial Journals—are required by employees seeking access to either the Accounts Payable, eProcurement or General Ledger modules of PeopleSoft Financials. To gain access to these modules, follow the procedure below.

Step 1: Complete Online Security Form

An individual from your department who already has access to the system must complete the Online Security Form on your behalf. A series of electronic approvals will begin. Details for completing this process are available by downloading the Online Security Form Instructions.

Step 2: Complete Online Courses

Complete the course(s) that correspond with the required module of PeopleSoft Financials.