Request for Department/Accounts Instructions

GENERAL PURPOSE

This form is to be used to request changes in organizational/department unit and account numbers.  Completed forms are reviewed and processed by the office of Financial Reporting.  Specific questions concerning the completion of this form should be addressed to Sean Smoker by email or at extension 86888.

The Action Request for Department/Account form is available online as a Word document.   This form is designed for the needed data to be entered directly into the Word document then print.  You can also save it if you choose by doing a File/Save As, then name it what you desire.

SPECIFIC INSTRUCTIONS

Information to be completed on the request form:

• Originator
  Enter the name of the unit's contact person or the individual preparing the form
• Department
  Enter the department's number
• Phone Extension
  Enter the telephone extension for the unit's contact person.
• Date
  Enter the date the form is completed

SECTION I. TYPE OF REQUESTED ACTION

• Requested Action
  Enter an 'X' to indicate the type of change requested. (Add, Change, or Inactivate)    Enter the effective date for this action in the space provided.
• Collection of Cash, Checks, Credit Cards
  If this department is used to collect cash, checks, or credit card charges, please enter an 'X' to indicate YES or NO. If YES, please state the purpose in the space provided.
• Responsible Person (Signature)
  The person responsible for this organizational unit should sign here. Their title and date of approval should be provided in the spaces designated.
• Dean/AVP (Signature)
  The Dean or AVP responsible for this organizational unit should sign here. Their title and date of approval should be provided in the spaces designated.
• Purpose (complete for adding a new organization or account)
  Enter a concise justification for why the new organizational unit or account number is required.

SECTION II. ACTION INFORMATION

• Department number, name, college/division and manager title
  For action types other than new, enter the Department number.  For all requests, enter the name, the name of the college/division and the title of the college/division head to which the organization reports.  For new requests, please leave the organization number blank.
• Account number and name
  For action types other than new, enter the account number.  For all requests, enter name.  For new requests, please leave the account number blank.

SECTION III. PEOPLESOFT FINANCE SECURITY INFORMATION

Affected users/logon IDs (THIS IS REQUIRED FOR ALL NEW DEPARTMENTS.)
Enter the user name and user logon ID for all persons that need security access to this organizational unit. Only those individuals will be able to access this organization's financial information within the PeopleSoft Financial accounting system.

SIGNATURES –   Leave this section blank.

After completing the form and obtaining the proper approvals, please send the form to Sean Smoker, Financial Reporting, Medical Arts South, MSC 5715