LANCERPOINT FINANCE (REQUISTION AND BUDGET) ACCESS FORM*
Please complete this form, in its entirety, and return to the Fiscal Services Department. Failure to do so may result in delay of your request.
ROLE
Organizational Code Manager
Budget Manager
Requisitioner Approver
REQUEST TYPE
Effective Date: CREATE NEW USER DELETE USER NAME CHANGE
EDIT USER
Other: If additional space is required, please attach a separate sheet including justification:
EMPLOYEE STATUS
Permanent Temporary Termination Date of Termination:
EMPLOYEE INFORMATION
User ID:
(8 digit LancerPoint ID‐ If unknown contact ITS)
Last Name: First Name: Middle Initial:
Phone Number: Email:
Division Name and Org Code:
DATA ACCESS RESOURCES
Finance General Access for all Users of Finance‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐(USR_FI_GENERAL_G)‐ Automatic Access
Finance Requisitioner‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ (USR_FI_REQUISITIONER_G)
Finance Approver‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐(USR_FI_APPROVERS_G)
Finance Receiving‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐(USR_FI_RECEIVING_G)
Budget Transfer Liaison‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐(USR_FI_JV‐ENTRY_G)
Read Only Permission Ability to Modify Permission
Complete Access to All Cost Center within the Department.
Limited Access (Please complete the following).
DEPARTMENT ORG CODES DEPARTMENT FUND CODES
AUTHORIZED APPROVER'S SIGNATURE (ORG CODE MANAGER/ BUDGET MANAGER)
________________________________________
(TYPE NAME)
________________________________________
(SIGNATURE)
DATE
DELIVER TO: FISCAL SERVICES ROOM C203
FISCAL SERVICES USE ONLY INFORMATION TECHNOLOGY SERVICES ONLY
Fiscal Services Staff: Information Technology Staff:
Date Received: Date Received:
Date Entered: Date Entered:
Date Completed: Date Completed:
Comments: Comments:
Additional Form Access
FORM NAME QUERY or MODIFY
FORM MAY BE REVISED BASED ON THE NEEDS OF THE DISTRICT.
ALLOW FIVE (5) BUSINESS DAYS FOR PROCESSING
