User Access to the Kuali System

The current process for requesting and deleting access to certain processes within the Kuali system requires filling out a form and submitting it to the Comptroller’s Office. In the near future, the access form will be integrated as an eDoc within the Kuali system and will include automatic routing of the request.

Submitting Kuali User Access forms

Please use the General Purpose Workflow eDoc found in the Kuali "Workflow Main Menu" to manually route the Access form for approval. This will allow you to track the approval process once you have submitted.

Detailed instructions for this form can be found here:

http://www.usc.edu/dept/finserv/dirtrng/SysAccessForms.html

Or, you can follow the directions below for using the General Purpose Workflow tool to submit Kuali Access forms:

From Kuali's Financial Main Menu, click on the Workflow Main Menu tab to find the "General Purpose Workflow" Document.

Description Field:
Type in a short description of what you are sending with this eDoc. You may want to include the names of the persons or the type of access or both. This description line is what can be used in a ‘doc search’, so enter information that would be helpful to you if you wanted to search for this at a later time.

Message Field:
The message section should include any information you want to explain in connection with this request (the same type of message you would include in an email if requesting access). You should include any messages to your supervisor and SBO recipients with instructions as to what you want them to do.

Notes and Attachments tab:
Attach your user access application here by browsing for your document and clicking the add button.

Ad-Hoc Recipients tab:
Send the access form to the appropriate people for approval in the following order:

1. Route for approval to any other persons in your department who need to approve this request before your SBO by adding them to the Ad-Hoc Recipients tab to approve the eDoc.
2. Route to your SBO for approval. This is mandatory for access requests (use the person search function indicated by a magnifying glass to find your SBO in the system).
3. Route to Cathy Maddaford (maddafor) or Sam Khalil (skhalil) for approval. Be sure to click the "Add" button after you have entered the routing information.
4. Click the submit button found on the form and confirm that the "Document has been successfully submitted" message appears on the top of the eDoc.