Please print the following instructions and use them for reference as you fill out the Access Request Form.

** To access the Chart of Accounts University Department link, and the new Chart of Accounts Cross Walk table, you will need Adobe Acrobat Reader. Click here to download Adobe Acrobat Reader.

STEP 1

Enter your Panther ID. If you do not know your Panther ID, go to Get Panther ID and you will be asked to type in your Last Name, First Name, Campus ID and Gender. Campus ID is what currently identifies you at FIU (typically SSN#).

IF YOU CAN’T FIND YOUR PANTHER ID, PLEASE SEND AN E-MAIL TO psfin@fiu.edu.

STEP 2 (Access Requested For)

Complete all the requested information on the "Access Requested For" section.

(a) For "Effective Date", specify the date when the user's security access in FIU Financials will take effect.

(b) In order to complete the FIU Department ID and Department Name, you can inquire at the ** Chart of Accounts University Departments link.

(c) "Location Code" means building and office you work at (example PC423 or CSC310)

STEP 3 (Access Requested)

Indicate what type of access you are requesting by checking 'Yes' next to the Access Code listed in the "Access Requested" section.

STEP 4

Department and Projects/Grants Section

If you have checked 'Yes' to at least one of the following Access Codes (002,003,006,007); you need to specify for which Department ID or Projects/Grants ID you are requesting access to in the "Department and Projects/Grants" section.

(a) If you are requesting access to several Department Ids or Projects Ids, you can enter a range indicating “ Department ID From and Department ID to ” or “ Project ID From and Project ID to ” (Grant Access). Make sure the range includes the Department Ids or Project Ids you need. You can inquiry on the Department ID or Projects/Grants ID from the ** New Chart of Accounts cross walk table .

(b) If you are requesting access to specific Department Ids or Projects Ids that do not necessarily belong to a range, you can enter each individual Department ID or Project ID in the “ Department ID From” or “Project ID From” (Grant Access). You can inquiry on the Department ID or Projects/Grants ID from the ** New Chart of Accounts cross walk table .

(c) For Auxiliaries, please indicate if you are requesting access to a specific "Program Code"

Travel and Expenses Section

If you have checked 'Yes' to the following Access Code (008); you need to specify who your immediate supervisor is for travel and expenses approval in the "Travel and Expenses" section. Please provide your Supervisor Panther ID or Last Name and First Name and the default DepartmentID where your charges will usually go.

If you have checked 'Yes' to the following Access Code (009); you need to specify on behalf of whom (one or many) you enter travel and expenses for in the "Travel and Expenses" section. Please provide your Employee Panther ID or Last Name and First Name.

STEP 5

(a) Submit the form , print it and sign it by your Department Head or Vice President.

(b) Send the printed form by Fax to : (305) 348-1909 .

(c) Keep the original and bring it to the first training class. Original forms will allow you to get your access to the Financials Production System.