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Data Warehouse Account Application Form: InfoView XI™ Access

_____________________________

_________

________________________

________________________________________

Name (Print)

Phone

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

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

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