Fillable Financial Access Request Form (Lucas County)

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Financial Access Request Form (Lucas County)

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U.S.A. forms for Lucas County

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Lucas County Information Services
1 Govt. Center, Suite 400 Toledo, OH 43604
Phone: 419-213-4037
Applicant Responsibilities (Your signature below indicates acceptance of these responsibilites)
Instructions
Section 1: User Information
New User
(Model This User after _____________________________ )
Delete User Modify User
First Name:
MI:
Last Name:
Agency Name: A
ddress:
Department Code: (ex: 125005) Phone: Email:
Notes:
Section 2: Oracle Roles
Check all that apply
See attachment for role definitions
Accounts Payable (Invoicing)
AP Specialist Read Only
Accounts Receivable (Receive Payments)
AR Specialist Read Only
Assets
Accountant Accounting Manager
Read Only
Procurement (Requisitions)
Agency Requester
Appr
ove Requisitions Approve Purchase Orders
Budget Analyst *
Read Only
Financial Analyst
Read Only
Supplier Sales Rep Supplier Self Service Admin Supplier Customer Service Rep
Supplier Bidder
Support Services
Buyer
Supplier Bidder Category Manager
Expense Audit Manager Supplier Customer Service Rep
Contract /Catalog Admin
Expense Auditor Supplier Sales Rep Procurement Manager
Expense Manager Supplier Self Service Admin Integration Specialist
Accts Receivable Specialist Corporate Card Admin Sourcing Project Collaborator
Enterprise Contract Manager Procurement Application Admin
OMB *
Acct Receivable Manager Budget Manager
Auditor
General Accountant Gen Accounting Manager
Financial Application Admin
Accounts Payable Supervisor Asset Accounting Manager
Financial Integration Specialist
Accounts Payable Manager Expense Audit Manager
Expense Auditor
Supplier Manager
Treasurer
Cash Manager Financial Application Admin
LCIS
Purchase Analyst Financial Integration Specialist Financial Application Admin
IT Security Manager Application Administrator
Section 3: Acknowledgement & Signature
Employee Signature & Date: Date:
Manager/Director/ Name Printed: Phone:
Manager/Director Signature & Date: Date:
* OMB Director Signature Required for Budget Analyst and OMB Roles: Date:
Rev6. 2.05.2020
As the manager/director of this employee, I authorize the access indicated above and I understand that any changes to this access will require additional written
approval. Access requested is based on their official duties of their position.
Lucas County Oracle Cloud
Financial Access Request Form
1. Access is restricted to Lucas County employees performing official duties of their position.
2. Comply with the Lucas County Internet use policy http://www.co.lucas.oh.us/DocumentCenter/View/66778/Internet-and-Email-Policy-22a.
3. Safeguard your user ID and password, do not share with anyone. Sharing of this information will result in revocation of your access.
4. All public records requests must follow Lucas County public records request policy.
1. Complete sections 1 and 2 and sign where indicated in section 3.
2. Obtain Manager/Director approval. A user account will not be created or modified without the Manager/Director signature.
3. Email the completed form to lcishelpdesk@co.lucas.oh.us.
4. Please allow up to one week for the changes to take effect. Expedited requests will be handled on a case-by-case basis.
General User Roles
Agency Limited Roles - Requires Support Services Approval
Support Services, Auditor, OMB, Treasurer, LCIS Roles
Module Cloud Role
Role Definition
Financial Analyst
Analyzes the financial performance of an enterprise or an organization within an enterprise.
Financial Application Administrator
Manages financial application administration. Collaborates with financial application users to maintain consistent financial application
setup, rules, and access.
Financial Integration Specialist
Individual responsible for planning, coordinating, and supervising all activities related to the integration of financial information systems.
General Accountant
Records and reports financial transactions and manages revenue, expense, asset, liability and equity accounts. Responsible for recording
accounting adjustments, accruals, allocations, currency revaluations and translations.
General Accounting Manager
Manages the general accounting functions of an enterprise including general ledger, subsidiary ledgers, and cost accounting.
Asset Accountant
Asset Accounting Manager
Asset Administrator
Accounts Payable Specialist
Enters invoices ensuring accuracy, uniqueness, and completeness. Matches invoices to correct purchase orders or receipts ensuring that
invoices comply with company policy.
Accounts Payable Supervisor
Oversees the activities of Accounts Payables Specialists. Initiates and manages pay runs. Resolves non-data entry holds.
Accounts Payable Payments Supervisor
Accounts Payable Invoice Supervisor
Accounts Payable Manager
Manages Accounts Payable department and personnel. Overrides exceptions, analyzes Oracle Fusion Payables balances, and submits
income tax and withholding reports to meet regulatory requirements.
Expense Audit Manager Plans, leads, and controls the activities of the internal audit staff to achieve the objectives of the Internal Audit function for an organization.
Expense Auditor Reviews and audits expense reports on a daily basis to ensure compliance with the company's reimbursement policy.
Expense Manager Manages company's expense policies and processes. Reviews and proposes changes to expense policies.
Cash Management
Cash Manager Protects and develops the company's liquid assets maximizing their use and return to the organization.
Accounts Receivable Specialist
Manages and implements all customer payment activities, including receiving customer payments and electronic remittance advice,
performing cash handling activities, processing customer payments, and applying payments to customer accounts.
Accounts Receivable Specialist - Segregated Role
Accounts Receivable Manager
Manages all accounts receivable activities, including defining policy and controls, establishing processes and procedures, resolving issues,
monitoring and analyzing accounts receivable balances, and creating reports and business intelligence.
Accounts Receivable Manager - Segregated Role
Customer Data Steward Performs customer data management activities including data import, cleansing, duplicate identification, and duplicate resolution.
Customer Account Billing Inquiry Privilege granted on a discretionary basis for a user to review customer account and related billing transactions on behalf of a customer.
Tax Accountant
Prepares and files tax returns and reports for an enterprise, including country, federal, state, and local corporate, payroll, and transaction
taxes.
Tax Administrator Sets up technical areas and the integration with tax service providers.
Tax Manager
Defines the tax policies and most efficient tax configuration. Sets up relatively stable entities that seldom require updates, such as tax
regimes and taxes.
Tax Specialist Maintains tax configuration, especially the variable entities that require periodic updates, such as tax rates and tax jurisdictions.
Procurement Manager Procurement professional responsible managing a group of buyers in an organization.
Procurement Contract Administrator Procurement professional responsible for creating, managing, and administering procurement contracts.
Procurement Application Administrator
Responsible for technical aspects of keeping procurement applications systems available as well as configuring the applications to meet the
needs of the business.
Procurement Integration Specialist
Individual responsible for planning, coordinating, and supervising all activities related to the integration of procurement information
systems.
Buyer
Procurement professional responsible for transactional aspects of the procurement processes.
Category Manager
Procurement professional responsible for identifying savings opportunities, determining negotiation strategies, creating request for quote,
request for information, request for proposal, or auction events on behalf of their organization and awarding future business typically in
the form of contracts or purchase orders to suppliers.
Supplier Accounts Receivable Specialist
Manages invoices and payments for the supplier company. Primary tasks include submitting invoices as well as tracking invoice and
payment status.
Supplier Customer Service Representative
Manages inbound purchase orders and communicates shipment activities for the supplier company. Primary tasks include tracking,
acknowledging or requesting changes to new orders. Communicates order schedules that are ready to be shipped by submitting advance
shipment notices, and monitors the receipt activities performed by the buying organization.
Supplier Contract Administrator
Works with internal buyers and legal to negotiate and author supplier contracts and agreements. Tracks critical contract milestones,
monitors supplier performance, and assists buyers during contract renewals, closeout, and amendments.
Supplier Sales Representative
Manages agreements and deliverables for the supplier company. Primary tasks include acknowledging or requesting changes to
agreements in addition to adding catalog line items with customer specific pricing and terms. Updates contract deliverables that are
assigned to the supplier party and updates progress on contract deliverables for which the supplier is responsible.
Advanced Procurement Requester Prepares requisitions on behalf of others and has access to advanced requisition creation permissions.
Procurement Catalog Administrator
Manages agreements and catalog content including catalogs, category hierarchy, content zones, information templates, map sets, public
shopping lists, and smart forms.
Purchase Analysis Allows a user to preform line of business analysis on requisitions, purchase orders, and suppliers.
Supplier Bidder
Sales representative from a potential supplier responsible for responding to requests for quote, requests for proposal, requests for
information and reverse auctions.
Supplier Administrator Manages supplier profile and user provisioning.
Supplier Manager Manages supplier information and authorizes promotion of prospective suppliers to spend authorized.
Supplier Self Service Administrator
Manages the profile information for the supplier company. Primary tasks include updating supplier profile information and requesting user
accounts to grant employees access to the supplier application.
Supplier Self Service Clerk
Manages the profile information for the supplier company. Primary tasks include updating supplier profile information and requesting user
accounts to grant employees access to the supplier application.
Budget Analyst Analyzes funds available.
Budget Manager
Manages one or more control budgets, including relevant setup, budget loading, exception analysis, transactional overrides, and funds
available analysis and reporting.
Budget Preparer Individual responsible for performing budget entry for one or more organizational units.
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Financial Access Request Form (Lucas County)

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Completed 13 February 2021

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