Get Techmart Security Access Form - Caltech Procurement Services - Procurement Caltech

Completing the TechMart Security Access Form is a crucial procedure for ensuring proper access to procurement resources at Caltech. This guide provides straightforward steps to assist users in filling out the form accurately and efficiently.

Follow the steps to complete the TechMart Security Access Form online.

1. Press the ‘Get Form’ button to access the document and open it in your preferred editor.
2. Indicate your application type by selecting ‘New Application,’ ‘Change Existing,’ or ‘Delete Existing’ based on your request.
3. Specify your user category by selecting from options: Faculty/Staff, Temporary Employee, Student, or Other.
4. Fill in the 'Effective Start' date for when your access should begin in the respective field.
5. Provide your first name, middle name (if applicable), and last name in the designated sections.
6. Enter your mail code, fax number, and phone extension in the respective fields.
7. Input your email address accurately in the email field you are using for communications.
8. Identify your department supervisor by entering their name in the corresponding space.
9. Fill out the Default PTA and Default Dept Code with the relevant information, ensuring you consult the provided link if unsure about department codes.
10. Select the user’s role(s) by marking checkboxes for Shopper, Requisitioner, or Approver. Consult the role details link if needed.
11. Specify your user’s approval limit by entering the amount in the appropriate field, adhering to the guidelines outlined for each role.
12. List any departments for which you are authorized to search and view requisition and purchase order information, if applicable.
13. Identify the financial approver(s) who may approve requisitions above your approval limit by entering their names in the provided fields. Ensure they have TechMart Access.
14. Complete the form processing area by filling out the prepared by, authorized by (print), and authorized by signature fields.
15. Review all information for accuracy before saving, downloading, printing, or sharing the completed form as required.

Complete your TechMart Security Access Form online today to ensure timely processing of your access request.