Access Eligibility and Training

A person’s administrative role will determine what system access and training they are eligible to request. 

A Research Administrator (RA) responsible for monitoring and reconciling research projects is eligible to request the following system access and training: 

• PeopleSoft Journal Entry 
• PeopleSoft Procurement Requestor and Receiver
• Research Accounting 101
• Finance 201
• Research Statement of Operations Report

A Departmental Administrator (DA) responsible for monitoring and reconciling all funds within their department is eligible to request the following system access and training:  Finance 101

• Finance 201
• PeopleSoft GL Inquiry – Statement of Operations Report and Query Viewer 
• PeopleSoft Journal Entry 
• PeopleSoft Procurement Requestor and Receiver
• PeopleSoft HR Query Viewer for Pay to GL Transactional Detail *
• Research Statement of Operations Report

A Principal Investigator (PI) and designate (person authorized by PI) can view the ‘Research Statement of Operations’ report(s) once logged in to the portal.  Project IDs will populate under a heading called ‘Research Projects’.  The report does not require access to PeopleSoft.  To learn how to interpret the report, it is recommended that the PI register to attend the ‘Research Statement of Operations’ workshop offered by Research Accounting, Financial Services.

Workshops, System Access Eligibility, Registration, Access Form Information and Links

Workshop	Eligibility	Register	Access Form
Finance 101	DA	Register	N/A
Finance 201	DA	Register	N/A
PeopleSoft GL Inquiry - Statement of Operations	DA	Register	FIN-FRM-007A
PeopleSoft GL Inquiry - Query Viewer	DA	Register	FIN-FRM-007A
PeopleSoft Journal Entry	DA / RA	Register	FIN-FRM-007A
PeopleSoft Purchasing Requestor and Receiver	DA / RA	Register	FIN-FRM-007A
Research Accounting 101	DA / PI / RA	Register	N/A
Research Statement of Operations	DA / PI / RA	Register	FIN-FRM-008

*  Select Business Officer role on form and forward authorized form to Human Resources.