REQUEST FOR ACCESS TO PEOPLESOFT
Faculty / Instructors and Advisors: If you ONLY use advisee lists, class lists, and/or online grading to access YOUR students/advisees
data then you do NOT need to complete this form.
Use this form to request access to one or more of the following systems:

PeopleSoft (new SIS)

Class Lists (for non-instructors of record, to access class lists for the entire department/school/college/campus)

Advisee Lists (to access advisee lists for the entire department/school/college/campus)

Textbook (for non-instructors of record, to access textbook information for the entire department/school/college/campus)
Also note that Data Warehouse/Reporting access will be addressed later.
Once this form is complete return it to OIT Information Security, 173A HDL Center, with the signed FERPA Compliance Statement.
Section I – Employee Information
Name:
___________
(Last)
(First)
Department/School:
Phone:
______ Ohio (Oak) ID:
(Middle Initial)
_______
_
Campus:
_ PID (located on your ID card):
Section II – Inventory of Job Titles and Required Job Functions
Which of the following functions do you perform for Ohio University?
Note: If you provide coverage for other employees, please include those functions.
Student Records / Registrar
I search for people to determine whether they are enrolled students. (Typical screen includes ZPUB)
I add/remove the following “holds” from a student’s record: _____________________________________________________
( Typical screens include HOLD, ZHOL, HLD2 )
I answer questions about students’ academic records or provide academic advising.
( Typical screens include STUD, ZCOL, TOOK, STIM, ZACA, SGPA, TSTA )
I register students for classes in the following subjects: _________________________________________________________
( Typical screens include RMEN, ENRL )
I schedule classes, assign rooms, and update class section information
for the following departments, schools, college, campus:___________________________________________________
( Typical screens include ZCLS, ZCLA, CINS, CTIM, CLNT )
I change or update students’ academic advisor. ( Typical screens include ZCOL, ADVR, OCAP, COMM )
I add, delete or update students’ majors, minors, and/or certificates. ( Typical screen includes ZCOL )
I review students on academic probation and update their probation statuses.
( Typical screens include ACPR, SDEF, SAST )
I process DARS exceptions. ( Typical screen includes ZEXC )
I view class lists for the following departments, schools, college, campus: ________________________________________
( Typical screens include ROST, Administrative Class List )
I view advisee lists for the following departments, schools, college, campus: ______________________________________
I enter and update textbook information for the
following departments, schools, college, campus: _______________________________________________________________
Financial Aid
I use information regarding a student’s financial aid eligibility or specific award eligibility.
I perform selections for awards / scholarships.
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Admissions / Transfer Credit
I view applicant information and application detail in the student system.
( Typical screens include NAME, DEMO, ZPUB, APPL, APNT, PVED, TEST, TSTP, RESI )
I view how courses from external organizations equate to Ohio University courses.
( Typical screen includes ICOR )
I view a student’s transfer coursework and the status of the evaluation of those courses. This includes credit by
exam, non-traditional credit, etc. ( Typical screens include PVED, ETDT, TRCR, EXCR, ZTRN )
Student Financials / Bursar
I assist Student Financials account inquiries regarding charges, payments, financial aid anticipated aid, financial
disbursements, refunds, and due dates. (Typical screens include TDET,BDET,BDE2,ASUM, CHKH, CHKL)
I post payments (via CASHNet).
I post or reverse charges to student financial accounts.
( Typical screens include MASB, MASL )
Note: The process for posting and reversing charges will change in PeopleSoft.
What additional job functions do you perform that require access to student services? Please be Specific
Select all of the following job titles that apply to you at Ohio University.
Advisor
Department Chair / School Director
Department Administrator
Faculty
Center Director
Admin Associate/ Assistant
Instructor
Assistant Chair
Records Management Associate
Director
Accounting Associate
Records Management Assistant
Dean
Accounting Assistant
Records Manager
Associate Dean
Accounting Specialist
Student Services Staff
Assistant Dean
Budget Unit Manager
Other (please specify) _______________________________________________________________________________
Section III – Signatures and Approvals
Employee
Name: (Please Print)
Signature
Date
“I, the undersigned, verify that the employee requesting access has a legitimate need to access the PeopleSoft Student
Information System to fulfill responsibilities within his/her current position. I will inform the OIT Information Security Office
of any change in the job responsibilities of this employee.”
Immediate Supervisor
(Signature indicates agreement with the
statement above)
Chair/Director/Dean
(Signature indicates agreement with the
statement above)
Name: (Please Print)
Signature
Date
Name: (Please Print)
Signature
Date
Once this form is complete return it to OIT Information Security, 173A HDL Center, with the signed FERPA Compliance Statement.
Employee Notified ________
Office Use Only
FP Ticket # ________
PeopleSoft Approved________
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