Please request no greater access than is needed to perform job responsibilities. The Office of the Bursar reserves the right to review and revise the access requested and/or assigned to any individual and also to modify all SF roles.
SF - Bursar
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Student Account View
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- Permits access to view student account detail via Campus Community > Student Services Center. This view
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- presents the bursar account exactly as it appears to students
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- on the Self-Service pages.
- This role is available to many staff members across campus, including graduate field administrators and other staff who need visibility to student bursar account detail.
- Before requesting this role, please check that other requested roles do not include equivalent access.
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SF - Bursar
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Customer Account View
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- In addition to all the access provided by the
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- SF - Bursar
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- Student Account View
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- role, this role permits access to view student account detail via the Student Financials > View Customer Account menu. It also provides the '
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- General Info' and '
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- Finances' tabs in the Student Services Center.
- This role is available to core administrators that require a complicated view of student account details. It is unsuited for graduate field administrators and staff in similar positions. Undergraduate Financial Aid administrators should be given SF - FA UG Packaging Staff instead.
- Before requesting this role, please check that other requested roles do not include equivalent access.
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SF - Group Data Entry Staff
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- In addition to all the access provided by the
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- SF - Bursar
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- Student Account View
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- role, this role permits users inquiry access to the Campus Community > Service Indicators (Student) menu and transactional access to the Student Financials > Charges and Payments > Group Processing menu.
- This role is available to staff who need to post charges and credits to student accounts OTHER THAN tuition credits, insurance credits, stipends and other financial aid awards. The role
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- can not be
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- authorized for anyone with Financial Aid awarding access because of potential data integrity implications.
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SF - FA Graduate Packaging
- This role is identical to the SF - FA Grad/Prof Packaging Staff
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- and SF - FA Professional Packaging roles.
- In addition to all the access provided by the
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- SF - Bursar
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- Student Account View
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- role, this role permits users inquiry access to item type setup data on the Set Up SACR > Product Related > Student Financials > Item Types menu.
- This role is
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- recommended for all staff in the graduate departments who have access to post tuition/insurance credits, stipends and other financial aid awards.
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SF - FA Professional Packaging
- This role is idential to the SF - FA Grad/Prof Packaging Staff and SF - FA Graduate Packaging roles.
- In addition to all the access provided by the SF - Bursar Student Account View role, this role permits users inquiry access to item type setup data on the Set Up SACR > Product Related > Student Financials > Item Types menu.
- This role is recommended for all staff in the professional schools who have access to post tuition/insurance credits, stipends and other financial aid awards.
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SF - FA UG Packaging Staff
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- This role is identical to the
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- SF - Bursar
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- Customer Account View
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- role except that it also includes view access to CU Account Summary View.
- This role is available to staff members of the undergraduate
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- Financial Aid office.
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SF - FA Manager Staff
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- In addition to all the access provided by the
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- SF - Bursar
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- Customer Account View
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- role, this role permits users inquiry access to item type setup data on the Set Up SACR > Product Related > Student Financials > Item Types menu and view access to CU Account Summary View.
- This role is available to managers in the undergraduate
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- Financial Aid office and also to service representatives in the Graduate School.
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SF - Admissions Deposit Staff
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- This role permits users inquiry access to the Campus Community > Service Indicators (Student) menu and transactional access to the Student Financials > Charges and Payments > Group Processing menu.
- This role is available to members of the undergraduate admissions office who need to post admission deposit charges to student accounts
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- , however it can not be
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- authorized for anyone with Financial Aid awarding access because of potential data integrity implications.
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SF - Registrar Admin
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- In addition to all the access provided by the
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- SF - Bursar
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- Customer Account View
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- role, this role permits users inquiry access to the Campus Community > Service Indicators (Student) menu and also allows users to initiate tuition calculation
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- for individual students using the '
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- Calculate Tuition' button on the '
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- Finances' tab in the Student Services Center.
- This role is available to core administrators within the Office of the University Registrar and the college registrar offices.
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SF - CE Administrator View Only
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- In addition to all the access provided by the
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- SF - Bursar
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- Customer Account View
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- role, this role permits users inquiry access to the Campus Community > Service Indicators (Student) menu, inquiry access to item type setup data on the Set Up SACR > Product Related > Student Financials > Item Types menu, access to comments on the Campus Community > Comments > Comments - Person menu, view access to individual and batch tuition calculation activity and broad view-only access to Student Financials
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- setup values.
- This role is available to a select group of administrators in the Continuing Education and the University Budget offices.
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SF - CE Administrator with TCalc
- Identical to the "SF - CE Administrator View Only" role, except it also includes the ability to calculate tuition on individual students.
- This role is available only to a select group of core administrators in the Continuing Education office.
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SF - Tuition Waiver Staff
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- Permits access to add, update and view student equation variables via the Student Financials > Tuition and Fees menu.
- This role is available to a select group of administrators in the Continuing Education and Benefit Services departments.
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SF - CIT Production Control
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- Permits CIT Production Control staff to execute batch processes
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- that support Bursar operations.
- This role is only available to CIT Production Control staff.
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SXR-Stud-Fin-No-Tax-Reports
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- Permits access to the Student Financials datamart reports, excluding any that
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- might return sensitive tax-related data
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- .
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SXR-Stud-Fin-No-Tax-Models
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- Permits model-level access to the Student Financials datamart tables, excluding
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- tables that contain sensitive tax-related data.
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- Knowledge of query building and an understanding of the SDM data structure is
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- essential for model-level access to be useful.
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