|
BGSU employees who will be using the FMS PeopleSoft system to complete financial transactions are required to obtain approval
for the appropriate security level prior to using the FMS system. Access and an associated security level is provided based
on the user's role within the system.
Each department has a staff member(s) named for the role of Requester, Budget Administrator, Senior Administrator, and Vice
President. A listing of those assigned these roles (workflow approval spreadsheet) for each appropriation budget is provided for your reference. BG@100 provides appropriate
training to those assigned to these roles. Once training has been completed, employees may request access to the FMS system.
Those who have attended BG@100 training have been provided with appropriate security forms to complete and return. The following
forms are provided for any employees who have been named to a FMS role, have attended training, and have not received their
forms.
To submit a request for FMS security, follow this procedure:
- BGSU Statement of Ethical Use of BGSU PeopleSoft System
- Print, read and review the BGSU Statement of Ethical Use of BGSU PeopleSoft Systems form.
- Complete the information requested at the bottom of the form.
- FMS Security Request Form
- Obtain the FMS Security Request Form from the link above. With the exception of the reviews and approvals section, the form
may be completed using Adobe Acrobat.
- After completing the form, sign the last page.
- Obtain authorization approval from your manager by obtaining his/her signature on the back page.
- Return completed forms to:
Bowling Green State University
Application Security Administrator
Technology Support Center
110 Hayes Hall
Bowling Green, OH 43403
All appropriately completed forms received at the project office will continue through the FMS review process for verification
of training attendance and for appropriate approvals/signatures. Once all approvals/signatures have been received, the applicant
will receive access to FMS. Applicants will receive an e-mail to notify them when this process has been completed and they
may begin using FMS.
FMS Alternate Workflow Approver Form
To provide continuing and timely flow of requisitions, consistent monitoring of purchasing workflow is essential. When there
is a prolonged absence (planned or unplanned) away from campus, a FMS alternate workflow can be assigned. In order to have
an alternate workflow assigned, please follow the instructions provided on the form in order to appropriately complete and
submit the FMS Alternate Workflow Approver form provided below. Please allow one week for form processing.
Return to Financial Management System
|
