OARS: Submitting Access Requests

Navigation

Access the Online Access Request System.

New Access Request

1. Click Request.
2. The User Information section will default to the logged in users’ Uniqname. To enter a request for a different user, enter or lookup the Uniqname of the employee for whom access is being requested.
3. Use the Filter to search for a specific role in the Role Selection Tool section.
   OR
   Click the expand/collapse arrows in the role tree to search for a role by category.

   Notes

   • Click Show All Selected to view all of the employee's current roles. Any additional roles that are checked while creating the new request will also display.
   • Click a role name to view a detailed description of the role.
   • The filter will match on the role name or description, i.e, Viewer.

    

4. Check the box for the applicable role(s).
5. Repeat steps 3-4 for additional roles.
6. Scroll down and review the Summary section to verify the accuracy of the request. Pay close attention to the Action column.

   Note If you select a role and submit the request for authorization and later want to remove the role, simply uncheck the box next to the role you wish to remove (do not use the Removal Action in the Summary section).

7. If applicable, enter Additional Comments.
8. Click the applicable button:

   Notes

   • Submit for Authorization - to submit the request for approval.
     • For roles that have Secondary Securities, the request will not be submitted yet. You will be prompted to complete a Secondary Security form before submitting the request. Refer to Secondary Security Requests for more information.
     • For roles that require Department Approvers, approval will route to the Department Approver first, then to the Unit Liaison.
   • Save - to save the request for submission later.

Copy Access from One Employee to Another

1. Click Request.
2. Enter or Lookup the Uniqname of the employee for whom access is being requested in the User Information section.
3. Enter or Lookup the Uniqname of the employee who you want to match roles with in the Copy Roles field.
4. Click Lookup.
5. Click Add Roles.

   Notes

   • Roles highlighted in green were successfully added to the role tree, roles highlighted in red could not be added. This is often due to changes in the roles, role names, roles no longer being active, or other changes to the original roles.
   • To match some of the roles but not all, click Add Roles and then manually uncheck the unwanted new roles from the role tree OR add the new roles individually using the Filter or role tree without clicking Add Roles.
   • If you make an error in matching all roles, click Dismiss Request and start over.

    

6. Review the Summary section to verify the accuracy of the request.
7. If applicable, enter Additional Comments.
8. Click the applicable button:

   Note For roles that have Secondary Securities, the request will not be submitted yet. You will be prompted to complete a Secondary Security form before submitting the request.

   • Submit for Authorization - to submit the request for approval.
   • Save - to save the request for submission later.

Removing Access

1. Click Request.
2. Enter or Lookup the Uniqname of the employee for whom access is being removed in the User Information section.
3. Click Show All Selected in the Role Selection Tool section.

   Note The list will display all of the employee's current roles. Any additional roles that are checked while creating the new request will also display.

4. Uncheck the box for the applicable role(s) to be removed.
5. Repeat steps 3-4 for additional roles.
6. Review the Summary section to verify the accuracy of the request.
7. Enter Additional Comments to describe the reason for the role removal.
8. Click the applicable button:
   • Submit for Authorization - to submit the request for approval.
   • Save - to save the request for submission later.

Removing Access for Non-Displaying Roles

Note: It is strongly recommended to enter as much detail about the user, role, and secondary security needed in Additional Comments.

1. Click Request.
2. Enter or Lookup the Uniqname of the employee for whom access is being removed in the User Information section.
3. Expand Other in the role tree.
4. Expand Comments-Only Requests.
5. Check the box(es) for the applicable Comments-Only Request(s).
6. Scroll down to the Summary section.
7. Select Removal from the Action drop-down list for applicable roles.
8. Review the Summary section to verify the accuracy of the request.
9. Enter Additional Comments to describe the reason for the role removal.
10. Click the applicable button:
    • Submit for Authorization - to submit the request for approval.
    • Save - to save the request for submission later.