Advancement Security Access Request

If you are not in an OUC that begins with 08, please contact the person who submits security access requests (SARS) for your College or Department.

If your OUC begins with 08, please complete the form below. Once this request has been submitted to OIT, please allow 4 to 7 business days for processing.

Requestor Information

User's Information

Requested Access

Advance
Biographic information such as names, addresses, employment, marriages, births, deaths, activities, and relationships.
Giving information such as date of record, receipt number, allocation name, legal amount, account, pledges & pledge payments, matching gifts, and planned gifts.
Information including prospect manager, proposals, contact reports, evaluations, stages, and assignments.
PeopleSoft Financials
Access for entering, editing, routing, copying, printing, reversing, approving, checking, and posting journals.
Information regarding payments and reconciliation of invoices with Purchase Cards.
Information regarding access to requests for purchases.
Provides access to run some of your own requested reports created from Advance data.
Includes access to application modules to support common business activities, such as finance, account and human resources, as well as modules to support admissions, records and registration, financial aid and student accounts activities.
Information regarding tracking and accounting for capital asset inventories and/or supporting detail information for each unique capital asset owned by the university.
Access to move charges to appropriate project IDs and account codes before the cut-off dates for all Purchase Card (PCARD) transactions.
Access to move Interdepartmental Transactions to appropriate values such as journals, sales, and transfers.
Access to maintain departmental employee leave records, generate reports, reconcile employee's leave, and print records for employees.

Thank You!

Your request has been submitted

Please allow 7 business days for processing.

If you have any questions or concerns, please contact Wesley Ardoin at 919-515-9077 or Lisa McCain-Jackson at 919-515-9087.