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Obtaining CORE PB Access and adding PB related Business Role via UDOC Process
Department security administrators will communicate PB access needs with a comment on every UDOC explicitly listing the Security Organization Codes the user needs access to and/or a user id to mirror.
Note:
How to make a PDF of this document.
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Proper procedure to communicate PB Access needs:
Step 1: In the Applications section of the UDOC, check the ADVANTAGE Performance Budgeting box and click Save.
Step 2a: At the top of the screen, select 'Add Comment'
Select the (+) add button
Enter PB Access in the Subject field
Select the arrow to expand the field
In the Comment Box, Explicitly state 'PB Access Approved' and list all Security Orgs
(e.g. PUBLIC, F, APPS-F, FUNDS-F this is an example for Cabinet F) or use another active User ID to mirror access in the Comment field.
Click 'Save' and confirm the Comment section has been updated.
Click 'Back'
Step 3a: In the 'Security Roles' Tab, click '+' to add the PB security role
Enter 'D_SW_UDOC_PBACC' in the 'Security Role ID' field and enter a UNIQUE 'Precedence.' (In the example below, the Precedence is '2')
Click 'Save'
Step 4a: To enable PB Reporting, go back to the 'Header' tab
Scroll down to 'Reporting User Information (Needed for PB Reporting)' and enter the user's USER ID in the 'Reporting User Information' field.
The proper procedure to add a PB-related Business Role to the user id on the UDOC:
Step 1: Complete a UDOC to modify a User in CORE.
Step 2: Go to the Business Roles tab and select the (+) add button.
This will add a new row and allow you to add a secondary Business Role.
Step 3: Select the Search button on the Business Role ID.
Step 4: Choose the applicable Business Role from the list and hit OK.
Step 5: Save the UDOC.
NOTE: As a best practice, comments should be added to a UDOC before it reaches a status of “Final”. CORE Operation will receive an automatic email notification from CORE when the the PB Approval security role, D_SW_UDOC_PBACC, has been “Add”ed or “Update”d and additional security roles are “Add”ed on a user’s UDOC and it reaches the Final phase.
Users requesting access to PB Application must receive authorization from the Controller(s) of the requested department(s). The approval to grant foreign organization access must be indicated by a comment by said Controller(s) on the UDOC listing authorized Security Orgs and Groups.
After requesting CORE PB Access, you will want to allow 2 to 5 business days for the System Administrator to process your request. (Note: Even if System Administration processes your PB Access on the same day that it was requested, you will still need to wait for the nightly cycle to process in order for your access to be active).
If it has been more than 5 business days and you’re having an issue accessing the PB Application, please email the CORE Help Desk (core.help@state.co.us) for further help. Please be sure to include the CORE User ID, department code, document type, and a brief explanation of what you are trying to do (enter, approve, modify, etc).
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