Step 1. Requester Information (to be completed by the Departmental Training and Access Coordinator (TAC). TACs are responsible for ensuring that employees have access to the appropriate responsibilities required to perform their functions at the University.

Step 2. Menu Selections:

• We would prefer to grant "View All Balance Level Information" for security purposes. If you don't need to see individual transactions, this responsibility should be selected.
• "View All Financial Information" includes all balances, so you only need one of the following responsibilities listed.
• If you have these responsibilities, you will have all of Yale for your organizational domain. (This means any JSA and VIP responsibilities will show all Yale organizations too.)

View All Balance-Level Financial Information: View all General Accounting balance level information in the Data Warehouse using web statements and reports, Oracle Express Analyzer and Brio Query. University Level Unrestricted. No access to transaction level detail in the Data Warehouse.

View All Financial Information: View all general accounting financial information in the data warehouse using web statements and reports, Oracle Express Analyzer and Brio Query. University Level Unrestricted.

Step 3. Please describe, in detail, why you need the responsibility indicated above:

Step 4.