Get Ps Security Add Additional Reports To User

Filling out the PS Security Add Additional Reports To User form is essential for requesting access to additional reports within PeopleSoft Financials. This guide provides a step-by-step approach to ensure that users can complete the form accurately and efficiently.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the request date in the specified format (MM/DD/YYYY) at the top of the form.
3. Provide your user information by filling in your name, employee designation, job title, department name, department number, and network login ID.
4. Fill in the details of the department head, including their name/title, employee ID, email address, and phone number.
5. Choose the action you wish to request: 'Add Additional Report' or 'Remove Report Access'.
6. Indicate the reason for your request clearly in the provided section.
7. List your budget reporting access by department or grants, specifying which funds are associated with each department.
8. Sign and date the form where indicated to confirm the accuracy of the information provided.
9. Make sure to secure the necessary approvals by having the department head and Financial Services Data Steward sign and date the form.
10. If your request is approved, note the approvals along with any reasons for denial, if applicable.
11. Finally, save your changes, and then download, print, or share the form as needed.

Complete your document online to ensure smooth processing of your report access request.