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INSTRUCTIONS:
1. Copy and paste the form into an email.
2. Complete the subject line with LAST NAME, FIRST NAME, DEPARTMENT
   and PHONE EXT of the person for whom the account is being requested.
3. If user is a temp/student, please list the name of the supervisor.
4. FORWARD the form via email to the (new) account owner's supervisor
   and ask the supervisor to indicate approval.
5. The supervisor then forwards the form to COMPACCT@calpoly.edu.

NOTE: Pre-requisites for an HRSA or Finance account:
- Person must be in the campus directory
- Person must have email account listed in the campus directory.
  The "email" field and "send_email_to" fields must have an email address.
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USER NAME: ________________________________________

TYPE OF REQUEST:
 (_) FACULTY/STAFF
 (_) STUDENT ASSISTANT/TEMP HELP (SUPERVISOR:_______________________)
 (_) Temporary Help

PEOPLESOFT  FINANCIALS:
 (_) Financial Inquiry
 (_) No purchasing requisitions (_) Create (_) Approve (_) Create and Approve  
 If "APPROVAL" is specified, who "created" the Requisition_________________________
 If "CREATE" is specified, who approves the Requisition _________________________

PEOPLESOFT HUMAN RESOURCES:
 (_) MPC Approval            (_) Enter Faculty Contracts
 (_) View Leave Balances
 (_) Inquire Faculty Assignments/Tenure Data
 (_) Recruitment Update      (_) Update Faculty Assignments/Tenure Data
 (_) Position, Job, & Personal Data Inquiry
 (_) Student Timekeeper
 (_) HR BRIO Table Access - Labor Cost
Specify the appropriate default DeptID: _________

ADVANCEMENT
 (_)ADVANCE - Alumni Development Sys: CP Username:_____________
 (Windows Terminal Services (WTS) access will also be needed.  See OTHER ACCOUNTS section below) 

If the security should be the same as another employee's security, 
please provide the name of the employee whose security should be copied.

Name: _______________________________________

If the security should be the same as the employee being replaced, 
please provide the name of the employee vacating the position being filled.

Name:________________________________________


PEOPLESOFT STUDENT ADMINISTRATION:
If the security is for a new position, please briefly describe their job 
duties as it relates to access to each of the following areas of student data.

(__) Admissions - application data, etc

(__) Student Financials - student account balances, etc.

(__) Student Records - enrollment information, etc.

(__) Academic Advising - transfer course work, etc.

(__) Financial Aid - aid verification, etc.

OTHER ACCOUNTS:
(__) POLYDATA WAREHOUSE ACCOUNT FOR BRIOQUERY REPORT WRITING Table access 
defined by security/permissions requested for the on-line Student Administration, 
Human Resources and Financials systems.

(__) WINDOWS TERMINAL SERVICES (CMS-WTS):
Needed if you have requested access to Financial Inquiry (nVision), 
PolyData/BrioQuery, Advancement or PeopleSoft Development Environments.

DATE OF REQUIRED ACCESS: _________________________________

SPECIAL INSTRUCTIONS: