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Instructions for Submitting an IS Access Request online and preparing the SPCC Information Form

GENERAL PURPOSE

This form (paperless) is to be used to request access, change access or delete access to our PeopleSoft Finance System.  This online request form can be used for all the other IS systems here at JMU as well (PeopleSoft Student Admin System, PeopleSoft Human Resource System, etc).

The SPCC Information Form is designated for cardholders to submit accounting data related to their charge card (what department IDs to change when reconciling and whom can reconcile their card).

These instructions will be specific to the Finance System

Both forms are available online:
            IS Request  ( Online system - information and instructions on the link)
            SPCC Information Form ( hardcopy)   - Soon to be paperless as well!!

PLEASE NOTE: If a user leaves James Madison, we request the employee (before leaving) or the department in which the employee worked, complete an IS Access Request (online) to request the person be deleted from the system

The following table determines which forms are to be completed by whom.

       Cardholder

	Complete online ISA	Complete SPCC Information Form	Comments
1. You would like to delegate authority to reconcile your card to someone else and do not want to review or reconcile the card information online.		X	Make sure that you have expenditure signature authority for the departments.
2. You want to reconcile your own card, and you are not currently a Finance System user.	X	X	Request Reconciler access to the Card Reconciliation Menu.
3. You need to change the departments linked to your card.		X	Make sure that you have expenditure signature authority for the departments.

      Non-Cardholder

 

	Complete online ISA	Complete SPCC Information Form	Comments
1. If you are a Finance System user, and you are not a cardholder, but will reconcile someone else's card.	X	See #1 for cardholder	Request Reconciler access to the Card Reconciliation Menu and have the cardholder complete the SPCC Information Form to add you as a reconciler.
2. If you are not a Finance System user, and you are not a cardholder, but will reconcile someone else's card.	X	See #1 for cardholder	Request Reconciler access to the Card Reconciliation Menu.

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• Cardholder's Name
  Name of the charge card holder
• Last 4 digits of SPCC
  Enter the last 4 digits of your card number.
• Department ID Numbers  - List department ID numbers you would like the ability to charge when reconciling the card in the Finance System.
• Reconcilers - List finance system users you wish to give permission to reconcile your card.
• Cardholder's Signature
  The cardholder must sign here.
• Signature Authority for Dept ID's (if not the cardholder)
  If the cardholder does not have expenditure signature authority for the departments listed, someone that does have signature authority must sign here.

- View a sample of a properly prepared SPCC Information Form.

After completing th SPCC Information Form and obtaining the proper signatures, please send it to Kathy Seal, Massanutten Hall, 3nd Floor, MSC 5705