Below are common Security Forms that may be necessary as part of the implementation of UR Financials. Download the appropriate form and follow the instructions provided.
- UR Financials (Workday) and URF Banking (AHBT) Systems Access Form
- Supplier Invoice Viewing Permission Form
- Cognos Access Form
- URGEMS Security Access Form
UR Financials (Workday) System and Banking (AHBT) System Access Form
This request form should be used if you are requesting new, adding/deleting permissions to data within UR Financials. Access termination requests should be emailed to the UR Financials Security Team urfinancialssecurityteam@UR.Rochester.edu .
Once complete, training information on UR Financials certification will be sent via email.
This form can also used to request access to the UR Financials Banking system (AHBT).
- Select the UR Financials (Workday) and Banking (AHBT) Access Form link and provide your NETID credentials
- Complete the form and choose the PRINT option at the bottom of the form
- This form needs to be signed by your manager. Depending on permissions requested, additional signatures may be needed ( e.g. Company level access – Director’s signature)
- Forward completed requests for authorization to General Accounting
- Watch this short training video on How to Use the URF Banking system
For a description of UR Financial system roles only, please refer to this table (List of complete roles and definitions):
|Company Financial Analyst||Assigned by Company. Has full access to the financials for the company|
|Cost Center Financial Analyst||Assigned by Cost Center. Has full access to the financials for the cost center|
|UR FAO Financial Analyst||Assigned by FAO. Has full access to the financials for the FAO (Financial Activity Object)|
|Grant Financial Analyst||Assigned by Grant. Has full access to Award and grant data|
|Accounts Payable Analyst||Assigned by Company. Has access to all supplier related data for the company|
|Accounts Receivable Analyst||Assigned by Company. Has access to all customer related data for the company|
|User Role: AHBT User
Journal Source: AHBT Journal RC Bursar
|Use for UR Financials Banking (AHBT) system access. Note: provide both the User Role and a Journal Source when requesting this access.|
Supplier Invoice Viewing Permission Form
This form request allows the user to view stored PDFs of Supplier Invoices within UR Financials. Complete the form, including signatures, and scan /send or return to UnivITHelp@ur.rochester.edu, then watch this quick reference video that instructs users on how to view Supplier Invoices in UR Financials using OnBase. Access termination requests should be emailed to the UnivITHelp <UnivITHelp@rochester.edu>.
Note: Know that supporting documentation for electronic invoices are not stored in UR Financials. Visit the Electronic Invoice Reference page to view how to request these copies. Contact Accounts Payable for issues on this.
For technical issues with OnBase or security access questions please contact the University IT Helpdesk at 275-2000.
Note: This viewer will ONLY work with Internet Explorer browser version 9 or higher.
Cognos Access Form
This access form allows users to run Cognos Cumsal against their respective areas are pushed monthly reporting in Cognos that indicates the monthly payroll summaries, broken down by FAO, spend category and person. Access termination requests should be emailed to the UnivITHelp <UnivITHelp@rochester.edu>.
In addition, there are other manually executed reports for looking at payroll over time, area, category and user. Aggregate salary charges are shown in UR Financials.
URGEMS Security Access Form
Users who need access to run URGEMS (general encumbrance management tool used to track and manage transaction details) and/or URGEMS Ad Hoc reporting for Senior and Department Administrators need to complete this form for access. Access termination requests should be emailed to the URGEMS Security Admin <URGEMSSecurityAdmin@UR.Rochester.edu>.
Visit the URGEMS website for more information including a Quick Reference Card (QRC) on this Security form.