HTML Preview Infoview Application page number 1.
Data Warehouse Account Application Form: InfoView XI™ Access
_____________________________
_________
________________________
________________________________________
Name (Print)
Phone
Email
Unit
Non-employee (e.g. temp)
UCSC Employee ID number: ___________________________________
All users: Select one option
For New Report Writers Only: Select one option
New Account
Additional Access
Change/Reevaluation due to Job-Change
New License (Purchasing recharge for $650 is attached)
Transfer an Existing License
From (user name) _______________________
Business Purpose – Describe your business need for the requested access:
______________________________________________________________
______________________________________________________________
Shared folder access – I request access to the following shared folder(s): ____________________________________
Data Access - I request access to the data/ report sets checked below:
Data Set Data Description Additional Authorization Required
Read
Only
Report
Writer
General Access
Advancement
& ADFS-Live
ADFS/Alumni, Gift, Donor & Friends giving info
Advancement Services Director
AIS-Daily
Academic Information System daily operational
data. FERPA training required*
___ Access to reports I am sent, or which are in
shared folders (“Limited”).
___ Access to corporate reports (“General”).
Curriculum Manager, Assistant Dean or
Student Affairs Officer or College Provost
____I have taken FERPA training
Budget
FMW/Financial Managers Workbench permanent
budget and staffing
Financial Manager of Academic Division or
Academic Support Unit
Facilities
FDX/annual space inventory of building and
room information
Facilities/Space Manager of Academic
Division or Academic Support Unit
FAMIS
Facilities Admin Mgmt Info System. Capital
projects and facilities information.
Financial Manager of Academic Division or
Academic Support Unit
Financial
Operating
FIS/Financial Information System and
DOPE/Distribution of Payroll Expense
Financial Manager of Academic Division or
Academic Support Unit
GSS
Graduate Student Support, quarterly financial
support for graduate students.
FERPA training required*
Financial Manager of Academic Division or
Academic Support Unit
____I have taken FERPA training
Instruction &
Course Review
Instruction information from third week census.
Curriculum Manager, Assistant Dean or
Student Affairs Officer or College Provost
NTS Billing &
Call Detail
NTS/Pinnacle network and telephone billing.
Data is not received for certain units
Financial Manager of Academic Division or
Academic Support Unit
PPS
PPS/Payroll Personnel System. Employee
appointments and distributions and DOPE.
___ Access to reports I am sent, or which are in
shared folders (“Limited”).
___ Access to corporate reports (“General”).
PPS Data Access Grantor (DAG) for unit
___ I work for the ITS Support Center
___ I work for APO or SHR
Purchase to
Pay
Purchase Order with associated req., invoice
and check info. No corporate reports exist.
Financial Manager of Academic Division or
Academic Support Unit
Student
Census &
Cohort
3
rd
week of and end of term, degree census
data from AIS/Academic Information System.
FERPA training required*
Curriculum Manager, Assistant Dean or
Student Affairs Officer or College Provost
____I have taken FERPA training
Internal: Specific to One Unit
Benefits
PPS employee benefit designations
Senior Manager of SHR Benefits Office
CruzBuy Stats
Purchase Order processing statistics
Director of Procurement
Dining
Dining Point of Sales
Director of Dining & Hospitality Services
Equipment
FIS inventorial equipment information
Director of Accounting Services
Endowment
Endowment management information
Advancement Services Director
Fin Aid Recon
FIS data for reconciling financial aid pmts
Financial Aid Director
Sponsored Proj
Contract and Grant proposal and award info
Director of Office of Sponsored Projects
Student Billing
FIS data for reconciling student billing amts
AVC Planning & Budget
Workers Comp
VOS workers compensation claims info
Director of Risk Services
* FERPA training can be found: http://registrar.ucsc.edu/records/privacy
_____________________________________ _____________________________________
Supervisor’s Signature Date Additional Authorization Signature Date
PRINT________________________________ PRINT________________________________
Scan and send completed form to data-[email protected], or send to [MailStop] P&B Data Management c/o Chancellors Office, or fax to: 459-3811
Help Line: 459-5083 Rev. 12/22/2016 Page 1 of 2