Get Data Warehouse Access Request Form Financial Data - Upenn

This guide provides clear and comprehensive instructions on how to fill out the Data Warehouse Access Request Form for financial data at Upenn. Whether you are requesting access for the first time or making changes, these steps will help you navigate the process smoothly.

Follow the steps to complete your request for data access.

1. Click the ‘Get Form’ button to retrieve the Data Warehouse Access Request Form Financial Data. This will allow you to open the document for online completion.
2. In the 'Part 1 Identification Information' section, clearly print your full name, including your middle initial. Select one option from the provided choices: New ID, Change privileges, or Remove privileges.
3. Provide your phone number in the format of '_______-______________'. Fill in the organization name and complete the address section accurately.
4. Enter your email address following the correct format. Make sure to supply your PennNet ID and your PennCard ID number.
5. If applicable, fill out your Oracle ID for changes or deletions. Under the confidentiality agreement, sign and date to acknowledge your responsibilities regarding data access.
6. Proceed to 'Part 2A' to indicate the requested access for Financial Balances. In 'Part 2B', write your BEN Financials ID and specify the level of access required. If you lack a BEN Financials ID, state the desired access level.
7. Continue with 'Part 3A' and choose your requested access for Salary Management. Follow this with 'Part 3B' to specify your level of access required.
8. In 'Part 4A', detail your requested access for Employee General access and specify your access level in 'Part 4B'.
9. In 'Part 5A', request access for Sponsored Projects. In 'Part 5B', specify the access level as required.
10. Specify the type of access in 'Part 6'. Choose either Business Objects Full Client or InfoView-only, or define another method if neither applies.
11. Acquire the necessary authorizing signatures listed in 'Part 7' from appropriate individuals, such as your supervisor and the required trainers.
12. Once completed, allow the Security Administrator to finalize the document in 'Part 8'. Ensure all fields are accurately filled before submission.
13. After filling out the form, you can save changes, download, print, or share the form as needed.

Complete your Data Warehouse Access Request Form online today to gain the necessary access to financial data.