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Instructions for Submitting an IS Request (previously know as the IIS Access Control Request Form) and preparing the Finance System 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).

Page 2 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 page 1 and 2 of the IIS Access Control Request form are available online:
            IS Request Form ( Online system - information and instructions on the link)
            Finance System 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 IIS Access Request Form to request the person be deleted from the system

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

       Cardholder

  Complete Page 1 Complete Page 2 Comments
1. You would like to delegate authority to reconcile your card to someone else and do not want to review the card information online.   X Make sure that you have expenditure signature authority for the departments.
2. You would like to delegate authority to reconcile your card to someone else and would like to review the card information online. X X Request Reviewer only access to the Card Reconciliation Menu.
3. 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.
4. 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 Page 1 Complete Page 2 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.
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.

Page 2

      
  • Cardholder's Name
    Name of the charge card holder
  • Last 4 digits of SPCC
    Enter the last 4 digits of your card number.
  • Do you want to reconcile your own card?
    Indicate if you want to reconcile your card by checking the YES or NO box.
    NOTE: If your answer is YES, please complete page 1 also.
  • Department ID Numbers that purchases can be charged on your Small Purchase Charge Card
    List department ID numbers you would like the ability to charge when reconciling the card in the Finance System.
  • Personnel authorized to Reconcile your Small Purchase Charge Card
    List finance system users you wish to grant the ability 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 pg2.

After completing pg2 and obtaining the proper signatures, please send it to Kathy Seal, Massanutten Hall, 3nd Floor, MSC 5705