PeopleSoft Roles | Information Technology | University of Pittsburgh
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PeopleSoft Roles

Definitions of PeopleSoft Security Roles

Security Contacts assign access privileges to Requestors using one of four Authorization Checklists (CO - Central office Pgh, AC - AcadCtr Pgh, NI - Non-Instruct Dept Pgh, and RC - Regional campuses). Each role denotes a specific type of PeopleSoft access. This provides detailed descriptions of those roles.

   ♦ Requires Data Steward approval.

Mod

Job

Role Code

Role Title

CO

AC

NI

RC

Approval

Description of Access

PS Training

Admissions

Reports

AD01_GUEST

View Admissions Data - Warehouse Access

 

x

 

x

Security Contact

This role is for non-admission office staff who need view-only access to admissions data. The role was created for admission
access in the data warehouse.

AD202

Admissions

User

AD04_USER

Enter Test Scores, Education and 3C Letter Codes, View Applications, Update Prospects

x

x

 

x

SecurityContact

This role allows admissions staff access to update prospect data, test scores, prior education, and 3C Letter Code. This role can also view applicant data, comments and checklists.

AD202

Admissions

User

AD05_USER

View Applications, Update Prospects, Enter 3C's

x

x

 

x

SecurityContact

This role allows admissions staff access to update prospect data, test scores, prior education, and 3Cs. This role can also view applicant data.

AD202

Admissions

User

AD06_USER

Update Applicant and Prospect Data, Enter 3C's

x

x

 

x

Security
Contact

This role can update prospect and applicant data, test scores, prior education and 3Cs.

AD202

Admissions

User

AD07_USER

Update Applicant and Prospect Data, Enter 3C's, Update Residency

x

x

 

x

Security
Contact

This role can update prospect and applicant data, testscores,
prior education, 3Cs, and residency.

AD202

Admissions

User

AD08_USER

Update Applicant and Prospect Data, 3C's w/ Letter Generation. This is the base role for all other AD08 roles.

x

x

 

x

Security Contact

This role can update prospect and applicant data, testscores, prior education, 3Cs with letter generation processing, and
residency.

AD202

Admissions

Advanced

AD08_USER_SATACT

Load ACT/SAT Test Scores

x

x

 

x

Security Contact

Role for Staff responsible for loading ACT & SAT test scores. Users assigned to this role must also have the AD08_USER role.

AD202,OAFA

Admissions

Advanced

AD08_USER_TEST_GRAD

Load Test Scores (non-ACT/SAT)

x

x

 

x

Security Contact

Role for Staff responsible for loading other test scores. Users assigned to this role must also have the AD08_USER role.

AD202, OAFA

Admissions

Advanced

AD08_APP_CORRECTION

Correct Admission Application

x

   

x

Security Contact

This role is for admission staff who need access to application maintenance in correction mode. Users assigned to this rolemust also have the AD08_USER role.

AD202, OAFA

Admissions

Advanced

♦AD_FUNCTIONAL_LEAD

♦Admissions Functional Lead

x

     

Data Steward

This role is for the admissions functional lead.

AD202, OAFA

Admissions

Advanced

♦CC01_3C_COR

♦3C Setup

x

     

Data Steward

This role is for admission staff responsible for setting up the 3Cs. Users assigned to this role must also have the AD08_USER role.

AD202,OAFA

Financial Aid

OAFA, DMED,
MEDS & Regional

FA_SUPER

♦Advanced Financial Aid Processing

x

x

 

x

Data Steward

This role is for financial aid supervisors who require all standard financial aid processing and setup of financial aid base tables.

OAFA

Financial Aid

OAFA, DMED,
MEDS & Regional

FA_STAFF (♦ for Centralized Office Pgh) Regionals need supervisory approval

Standard Financial Aid Processing w/ 3C Processing

x

x

 

x

Data Steward PGH, Security Contact for
Regional

This role is for financial aid staff who require all standard financial aid processing.

OAFA

Financial Aid

OAFA, DMED,
MEDS & Regional

FA_VIEW

View Access to Financial Aid Data

x

x

 

x

Security
Contact

This role is for financial aid staff who require view access to student financial aid data.

OAFA

Financial Aid

OAFA, DMED,
MEDS & Regional

FA_FAAS

Financial Aid Application Supplement

x

x

 

x

Security
Contact

This role is for financial aid staff who update the FA Application Supplement.

OAFA

Financial Aid

OAFA, DMED,
MEDS & Regional

CC_3C_SUPER_USER_UPDATE

♦Update 3Cs requires 3c Inquiry Group access

x

x

x

x

Data Steward

This role is for financial aid staff responsible for setting up the 3Cs This role can also run letter generation processing.

OAFA

Financial Aid

OAFA, DMED,
MEDS & Regional

CC_3C_USER_VIEW_ONLY

View 3Cs requires 3c Inquiry Group access

x

x

 

x

Security
Contact

This role is for financial aid staff to view assignment of 3Cs.

OAFA

Financial Aid

OAFA, DMED,
MEDS & Regional

SA_INQUIRE_FINANCIAL_AID

♦View SR Data for FA Staff

x

x

 

x

Data Steward

This role is for financial aid staff to view bio/demo data, a student's account, enrollment, program/plan and student group assignment.

OAFA

Financial Aid

Functional Lead

FA_FUNCTIONAL_LEAD

♦Financial Aid Functional Lead

x

     

Data Steward

This role is for the financial aid functional lead.

OAFA

Financial Aid

Functional Lead

FA_PRODUCTION_PROCESS

♦Financial Aid Production Processing

x

     

Data Steward

This role is for the OAFA staff member responsible for running financial aid processes.

OAFA

Financial Aid

Non Financial Aid
Staff

FA_STATUS_VIEW_ONLY

View Financial Aid Data for Non-Financial Aid Offices

 

x

x

x

Security
Contact

This role is for non-financial aid staff who have the need to look at
a student's packaging status.

SF203, OAFA

Student Financials

Cashiering

SF_CASHIER

♦Cashier Role

x

   

x

Data Steward

This role is for student financial services staff responsible for running cashiering.

SF203

Student Financials

Cashiering

SF_CASHIER_SUPRV

♦Cashier Supervisor Role

x

   

x

Data Steward

This role is for student financial services supervisors responsible for cashiering. This role include setup capabilities for cashiering tables.

SF203

Student Financials

Student Payment Ctr, Collections

SF_STUDENT_PAYMENT_CENTER

♦Student Payment Center Staff Role

x

     

Data Steward

This role is for student financial services staff working in the student payment center. Includes cashiering functions and
refunding.

SF203

Student Financials

Student Payment
Ctr, Collections

SF_COLLECTION_CENTER

♦Collection Center Staff Role

x

     

Data Steward

This role is for student financial services staff working in collections. Administer payment plans.

SF203

Student Financials

Student Payment
Ctr, Collections

SF_COLLECTIONS_SUPRV

♦Collections Supervisor Role

x

     

Data Steward

This role is for student financial services collections supervisor.

SF203

Student Financials

Student Payment Ctr, Collections

SF_ACS_PROCESSING

♦ACS Processing

x

     

Data Steward

Access to add and maintain data on new loan table that supports month end processing to Affiliated Computer Services.

SF203

Student Financials

Student Accounting & Billing

SF_SUPPORT

♦Student Accounting & Billing Staff Role

x

   

x

Data Steward

This role is for student financial services billing and student account staff.

SF203

Student Financials

Student Accounting & Billing

SF_SUPERVISOR

♦Student Accounting & Billing Supervisor Role

x

   

x

Data Steward

This role is for student financial services billing and student account supervisor.

SF203

Student Financials

Student Accounting & Billing

SF_STUDENT_GROUP_UPDATE

♦Assign Student Groups - not applicable to rgnls yet. Working on it.

x

   

x

Data Steward

This role is for student financial services staff responsible for assigning student groups.

SF203

Student Financials

Student Accounting & Billing

SF_RUN_PROCESS

♦Default to Run/View Reports

x

     

Data Steward

This role is for student financial services staff responsible for running student financials processes.

SF203

Student Financials

Customer Account & Departmental Aid

SF_VIEW

View Customer Account - Must complete training class SF203 for access

 

x

x

x

Training

This role is for any staff member to have view access to a student's account. This role is assigned after completion of SF203

.
SF203

Student Financials

CustomerAccount & Departmental Aid

SF_DEPARTMENT_AID

Update Departmental Financial Aid Contracts - Must complete training class SF201 for access

x

x

x

x

Training

This role is for any staff member responsible for entering department aid. This role is assigned after completion of SF203.

SF203, SF201

Student Financials

Residency

CC_RESIDENCY_UPDATE

♦Update Residency Information

x

   

x

Data Steward

This role is for student financial services staff responsible for assigning residency.

AD202, SF203

Student Financials

Residency

CC_RESIDENCY_DISPLAY

♦View Access to Residency Determinations

x

   

x

Data Steward

This role is for studentfinancial services staff to view residency assignments.

AD202, SF203

Student Financials

Student Financials Functional Lead

♦Student Financials Functional Lead
SF_FUNCTIONAL_LEAD

♦Student Financials Functional Lead

x

     

Data Steward

This role is for student financials functional lead.

SF203, SF201

Student Records

PGH Registrar
Office

SR_STAFF_ADM_SERVICE1

♦Administrative Services Role 1 - Registrar Staff

x

     

Data Steward

This role is for University Registrar staff responsible for maintaining the course catalog and class schedule.

CO201, CS201

Student Records

PGH Registrar Office

SR_STAFF_ADM_SERVICE2

♦Administrative Services Role 2 - Registrar Staff

x

     

Data Steward

This role is for University Registrar staff responsible for maintaining room assignments and the final exam schedule.

CO201, CS201

Student Records

PGH Registrar Office

SR_STAFF_INFO_RESOURCES

♦Information Resources Role - Registrar Staff

x

     

Data Steward

This role is for University Registrar Information Resource staff.

Pgh Registrar's
Office

Student Records

PGH Registrar Office

SR_STAFF_RECOR_GRAD1

♦Recording/Graduation Role - Registrar Staff

x

     

Data Steward

This role is for University Registrar staff responsible for grading and graduation.

Pgh Registrar's Office

Student Records

PGH Registrar
Office

SR_STAFF_STUDENT_SERVICE1

♦Student Services Role 1 - Registrar Staff

x

     

Data Steward

This role is for University Registrar staff responsible for student enrollment

SE202

Student Records

PGH Registrar Office

SR_STAFF_STUDENT_SERVICE2

♦Student Services Role 2 - Registrar Staff

x

     

Data Steward

This role is for University Registrar staff responsible for transcripts and certification.

Pgh Registrar's Office

Student Records

PGH Registrar Office

SR_STAFF_SUPP_SERVICE1

♦Support Services Role - Registrar Staff

x

     

Data Steward

This role is for University Registrar staff responsible for veteran and athlete certification.

Pgh Registrar's
Office

Student Records

PGH Registrar Office

SR_SUPER_ADMIN_SERVICES

♦Administrative Services Role - Registrar Supervisor

x

     

Data Steward

This role is for the University Registrar supervisor responsible for maintaining the course catalog, class scheduling, facilities, and final exam schedule.

CO201, CS201

Student Records

PGH Registrar Office

SR_SUPER_INFO_SEVICES

♦Information Services Role - Registar Supervisor

x

     

Data Steward

This role is for the University Registrar supervisor responsible for Information Resources.

Pgh Registrar's
Office

Student Records

PGH Registrar Office

SR_SUPER_RECOR_GRAD

♦Records and Graduation Role - Registar Supervisor

x

     

Data Steward

This role is for the University Registrar supervisor responsible for grading and graduation.

Pgh Registrar's
Office

Student Records

PGH Registrar
Office

SR_SUPER_STUDENT_SER

♦Student Services Role - Registar Supervisor

x

     

Data Steward

This role is for theUniversity Registrar supervisor responsible for
enrollment, transcripts, and certification.

SE202,
AS202

Student Records

PGH Registrar Office

SR_SUPER_SUPP_SERVICES

♦Support Services Role - Registar Supervisor

x

     

Data Steward

This role is for the University Registrar supervisor responsible for veteran and athlete certification.

Pgh Registrar's
Office

Student Records

PGH Registrar Office

SR_PROG_STAFF

♦Update Program/Plan, View Degrees and Student Advisors - Registrar End User

x

     

Data Steward

This role is for University Registrar staff responsible for maintaining program/plan and viewing advisor and degrees.

SE202, AS201

Student Records

PGH Registrar
Office

SR_BIODEMO_UPDATE

♦Update Bio/Demo Data for Students

x

   

x

Data Steward

This role is for University Registrar staff responsible for maintaining student bio/demodata.

PS101

Student Records

PGH Registrar Office

AA_SETUP

♦Academic Advising Setup - Functional Team

x

   

x

Data Steward

This role is for University Registrar staff responsible for maintaining academic advising requirements.

Pgh Registrar's
Office

Student Records

PGH Registrar Office

SR_ENR_REQUEST_VIEW

♦View Enrollment Summary

x

   

x

Data Steward

This role is for Registrar staff to access enrollment audit results.

Pgh Registrar's
Office

Student Records

PGH Registrar Office

SF_TUITION_CALC

♦Calculate Tuition - Registrar Staff

x

   

x

Data Steward

This role is for Registrar staff to run tuition calculation.

Student Financial
Services

Student Records

PGH Registrar Office

SR_TEST_SCORES

♦Enter Test Credit Rules and Process Suspense FIle

x

     

Data Steward

This role is for Registrar staff to setup test rules and access the test load suspense file.

Pgh Registrar's
Office

Student Records

PGH Registrar
Office

SR_FUNCTIONAL_LEAD

♦Student Records Functional Lead

x

     

Data Steward

This role is for the student records functional lead.

SE202, AS202

Academic Records

Academic advising

AA_EXCEPTIONS

Process Individual Student Advising Exceptions

x

x

 

x

Security Contact

This role is for advisors who approve course substitutions for a student's degree requirements.

Pgh Registrar's
Office

Academic Records

Academic advising

AA_EXCEPTIONS_COR

Process and Correct Individual Student Advising Exceptions

x

x

 

x

Security Contact

This role is for advisors who can correct existing course substitutions for a student's degree requirements.

Pgh Registrar's
Office

Academic Records

Academic advising

AA_USER

Run Academic Advising Reports

x

x

 

x

Security
Contact

This role is for advisors to run individual advising reports for students.

PS Training -
Documents

Academic Records

Academic advising

AA_VIEW

View Advising Requirement Setup Pages

x

x

 

x

Security Contact

This role is for staff to view academic advisement requirement setup.

Pgh
Registrar'sOffice

Academic Records

Graduate schools
ONLY

SR_ACAD_SUP_MILESTONES

Update Milestones for Students- Only Graduate Schools at this time.

x

x

   

Security
Contact

This role is for graduate staff resposible for maintaining graduate milestones. Only available for graduate schools.

SE202, AS202

Academic Records

Academic advising

SR_ACAD_STAND_UPD

Update academic standing

x

x

 

x

 

This role allows users to update academic standing for students.

SE202, AS202

Student Records

Program, Plan & Enrollment

SR_ADVISOR1

♦View Program/Plan and Create Enrollment

x

x

 

x

Data Steward Training

This role is for advisors/staff who enroll students and need to view a student's program/plan. This role is assigned upon approval from the DataSteward and completion of SE202.

SE202

Student Records

Program, Plan & Enrollment

SR_ADVISOR2

♦Update Program/Plan and Create Enrollment

x

x

 

x

Data Steward Training

This role is for advisors/staff who enroll students and can change a student's program/plan. This role is assigned upon approval from the DataSteward and completion of SE202.

SE202

Student Records

Program, Plan &
Enrollment

SR_ADVISOR_VIEW_ONLY

View Program/Plan, ViewEnrollment Data

x

x

 

x

Security
Contact

This role is for advisors/staff who need to view student enrollment and a student's program/plan.

SE202

Student Records

Program, Plan &
Enrollment

SR_UCIS_SPECIAL_STAFF

♦Update Program/Plan and View Student Degrees
- UCIS Staff

x

x

   

Data Steward

This role is for UCIS staff responsible for enrolling and advising UCIS students.

SE202

Academic Records

Transfer credit

SR_ACAD_SUPPORT_1

Advisor Self-Service, ViewTransfer Credit

x

x

 

x

Security
Contact Training

This role is for advisors/staff to access self-service advising functions and to view transfer credit results. This role is assigned upon completion of AS201.

SE202, AS201

Academic Records

Transfer credit

SR_ACAD_SUPPORT_2

Advisor Self-Service, Post Transfer Credit

x

x

 

x

Security Contact Training

This role is for advisors/staff to access self-service advising functions and to update transfer credit for individual students. This role is assigned upon completion of AS201.

SE202, AS202

Academic Records

Transfer credit

SR_ADVISOR_TST

♦Enter and Post Test Credit - Reviewing to see if merge can be made with SR_ACAD_SUPPORT_2

x

x

   

Security Contact

 

SE202, AS202

Student Records

Course & Class

AC_ADMIN_SRVCS_STAFF1

Add Instructors to Class Sections

x

x

 

x

Data Steward

This role is foradministrative staff responsible for assigning
instructors.

CO201, CS201

Student Records

Course & Class

SR_INSTRUCTOR_ADVISOR_ASSIGN

♦CreateInstructors/Advisor Records

x

x

 

x

Data Steward

This role is for administrative staff responsible for creating instructor and/or advisor records.

Pgh Registrar's
Office

Student Records

Course & Class

SR_RESOURCE_QUEUE_UNLOCK

Access to Unlock Resource Queue - Keep off rgnl form. May grow into Bradford technical support role

x

   

x

Data Steward

This role is for technical support staff to assist with class scheduling.

Pgh Registrar's
Office

Student Records

Regional Registrar Offices

SR_RGNL_ASST_SUPER

Regional Base Role - Assistant Registrar

     

x

Security Contact

This role is for the Regional Assistant Registrar.

CO201, CS201, SE202, AS202

Student Records

Regional Registrar Offices

SR_RGNL_REG_STAFF

Regional Base Role - Registrar Staff

     

x

Security Contact

This role is for the Regional Registrar Office staff.

CO201, CS201, SE202, AS202

Student Records

Regional Registrar Offices

SR_RGNL_REG_SUPER

♦Regional Base Role - Registrar

     

x

Data Steward

This role is for the Regional Registrar Registrar.

CO201, CS201, SE202, AS202

Campus
Community

Service Indicators

CC_SERVICE_INDICATOR_UPDATE

♦Update Service Indicator Data - requires user to select SI.

x

x

x

x

Data Steward
by area

This role is for staff needing to assign or delete service indicators.

PS101

Campus
Community

Privacy flags

CC_FERPA_UPDATE

♦Update FERPA Flag

x

   

x

Patti Mathay

Allows user to update FERPA flag.

PS101

Campus
Community

Athletics

CC_ATHLETICS

Update Athletic Participation and Run Athlete Credit Report

   

x

x

 

This role is responsible for assigning a student's athletic particpation.

PS101

Campus
Community

Athletics

SA_ATHLETICS_ADMINISTRATION

Run Athlete Credit Report, View FA Awards and Customer Account

   

x

   

This role is for athletic department staff responsible for running reports on student athletes.

SF203

Campus
Community

Athletics

SA_ATHLETIC_DEPT

View of Athletic Participation and Transfer Credit

   

x

   

This role is for athletic department staff needing access to student athlete participation and transfer credit results.

PS101

Campus Community

Athletics

SA_AS_SDW

View of Athletic Participation

 

x

 

x

 

Inquire access to athletic participation.

Pgh Registrar's Office

Campus
Community

Student Affairs

SA_STUDENT_AFFAIRS

View Bio/Demo and Enrollment Data - Student Affairs

   

x

   

This role is for student affairs staff needing view access to student bio/demo and enrollment data.

PS101

Campus Community

Student Affairs

SA_STUDENT_AFFAIRS_FA_SR_SF

View Bio/Demo, Enrollment, FA Award and Customer Account Data

   

x

   

This role is for student affairs staff needing view access to studentbio/demo data, enrollment data, financial aid award status, and the student account.

PS101, SF203

Campus Community

Student Affairs

SA_STUDENT_AFFAIRS_SF_SP_TUIT

View Tuition Calculation -Student Affairs

   

x

   

This role is for student affairs staff needing to view tuition calculation results.

Student
Financial Services

Campus Community

Student Affairs

SA_STUDENT_AFFAIRS_SR_SF

View Bio/Demo, Enrollment, and Customer Account Data

   

x

   

This role is for student affairs staff needing view access to student bio/demodata, enrollment data, and the student account.

PS101, SF203

Campus
Community

Student Affairs

SA_STUDENT_AFFAIRS-OIS

Update Citizenship and Visa/Permit Data

   

x

   

This role is for student affairs OIS staff to update citizenship and visa/permit data.

AD202

Campus Community

Student Affairs

SA_IA_DATA_WAREHOUSE

Data Warehouse Access -Institutional Advancement

   

x

   

This role is for institutional advancement staff to access datafrom the data warehouse.

Pgh Registrar's
Office

Campus Community

Internal Audit

SA_INTERNAL_AUDIT_FA_SR_SF

View All Data - Internal Audit

   

x

   

This role is for internal audit staff to access data from the data warehouse.

Pgh Registrar's
Office

Campus
Community

Book Center

SA_BOOK_CENTER

View Bio/Demo and Enrollment Data -
Book Center - AddSASFVIEW perm list?

   

x

x

 

This role is for book center staff needing view access to student bio/demo and enrollment data.

PS101

Campus Community

FIS

SA_FIS_DATA_WAREHOUSE

Data Warehouse Access - Financial Information Systems

   

x

   

This role is for FIS staff to access data from the data warehouse.

Pgh Registrar's Office

Campus Community

Panther Central, Housing

SA_PANTHER_CENTRAL

View Bio/Demo, Enrollment, FA Award and Customer Account Data - PantherCentral

   

x

x

 

This role is for panther central/housing staff needing view access to student bio/demo data, enrollment data, financial aid award status, and the student account.

PS101, SF203

Campus Community

Institutional Research

SA_INSTITUTIONAL_RESEARCH

View All Data - Institutional Research

   

x

   

This role is for institutional research staff to access data from the data warehouse.

Pgh Registrar's
Office

Campus Community

General Counsel

SA_OFFICE_OF_GENERAL_COUNSEL

View All Data - General Counsel

   

x

   

This role is for general counsel staff to access data from the datawarehouse.

Pgh Registrar's
Office

Campus
Community

Parking and
Transportation

SA_PARKING_VIEW

View Bio/Demo and Enrollment Data - Parking and
Transportation Office

   

x

x

 

This role is for parking and transportation staff needing view access to student bio/demo andenrollment data.

PS101

Campus
Community

University Police

SA_UNIVERSITY_POLICE

View Bio/Demo and Enrollment Data - University Police

   

x

x

 

This role is for university police staff needing view access to
student bio/demo andenrollment data.

PS101

Campus Community

Human Resources, Faculty Records

SF_EDUCATION_BENEFIT

Update Educational Benefit For HR and Faculty Records Offices - requires item type node

x

   

x

 

This role is for staff responsible for updating the employee educational benefit.

SF203