Request Removal of Access Using an ARF
This article will go over how to request the removal of all or partial PeopleSoft access using the appropriate Access Request Form (ARF). A separate form is required for each of the following functional areas: Campus Solutions, Finance, Human Resources.
Please use one of the supported browsers to access ARFs in AEM:
- Google Chrome
- Mozilla Firefox
- Microsoft Edge
- Safari
It is recommended to not include both Removal and Addition of roles on the same ARF. Separate ARFs should be submitted for the Removal OR Addition of roles.
For step-by-step instructions, click the appropriate link for each type of ARF (Campus Solutions or Finance).
1. Log into the campus portal, then access your Adobe Experience Manager (AEM) Forms Portal.
2. Use the search bar or the page numbers to search for the Campus Solutions Access Request Form. Click the paper airplane icon to launch the form.
A. Type a search term into the search bar and hit Enter to search.
OR
B. Use the page numbers to navigate through the different forms.
THEN
C. Click the paper airplane icon to launch the form.
3. Enter the Employee ID (CWID) of the person for whom access needs removal. Then, tab to auto-populate the other Employee Information fields.
4. Select Remove Access under the Account Action Request section.
5. Click the button that appears under the Employee Information tab.
The name of this button depends on what department the user works in. Most users will have a Departments tab, but users in the following departments will have a button with their department name: Admissions, Records, Scheduling, Student Business Services, Financial Aid, Extended Education, or International Programs.
Departments includes all departments that are NOT Admissions, Registration and Records, Scheduling, Student Business Services, Financial Aid, Extended Education, or International Programs. Examples include HRDI, Athletics, IT, academic departments, etc.
6. Select the user's Office/Role from the drop-down menu.
For users in Admissions, Registration and Records, Scheduling, Student Business Services, Financial Aid, Extended Education, or International Programs, the role selected determines most security needs for the employee. If additional access needs to be removed, use the drop-down menus in the Security Request section to specify what other access needs removal.
If the correct office or role does not appear in the drop-down menu, select Other. A text box will appear into which you can enter the appropriate office or role.
7. Use the drop-down menus in the Security Request section to select the appropriate roles that need removal of access.
The Add and Remove buttons can be used to add or remove rows. The Other boxes allow you to specify a specific role or other access that is not listed in the Role drop-down menu.
- Use the drop-down menu to select Remove a role.
- Select which Role needs to be removed.
- Click Remove next to a row to delete the row.
- Click Add to add a new row.
- Check the Remove Other box if you are requesting to remove access to a role that's not included in the Role drop-down menu, or if you are requesting to remove All access.
- Provide details for Remove Other requests in the text field.
8. Click the Signatures button
9. Click the checkbox to indicate that you've completed the form. Add any comments, if necessary. Click Submit to complete the form
- Click the checkbox indicating that you have completed the form.
- Your signature and the date will auto-populate.
- Enter any comments, if applicable. If you are requesting removal of All access, it is recommended to also note the request and reason in this Comments section.
- Click Generate PDF to download a PDF version of the filled-out form.
- Click Submit to complete the form and send it for additional signatures.
1. Log into the campus portal, then access your Adobe Experience Manager (AEM) Forms Portal.
2. Use the search bar or the page numbers to search for the Finance Access Request Form. Click the paper airplane icon to launch the form.
A. Type a search term into the search bar and hit Enter to search.
OR
B. Use the page numbers to navigate through the different forms.
THEN
C. Click the paper airplane icon to launch the form.
3. Enter the Employee ID (CWID) of the person whose access needs removal. Then, tab to auto-populate the other Employee Information fields.
4. Select the appropriate removal options under Account Action Request.
Choose whether the employee needs modification to their finance access OR removal of All of their finance access.
Account Action Request Definitions
| Field | Definition |
|---|---|
| Remove All Access | A user who no longer needs any of their Finance access as they have changed roles within the department or have left the department or university. |
| Existing User | A user who needs modifications to their Finance access. |
1. Select Remove All Access option under Account Action Request.
2. Click the Finance Roles button.
3. Select the type of access that needs removal: Distributed or Central User.
User Type Definitions
| Field | Definition |
|---|---|
| Distributed User | An employee who works in a campus department that is not part of central financial operations for the entire campus (e.g. academic departments, student success centers, athletics, etc.) |
| Central User | An employee who works in an Administration and Finance department that oversees the entire campus (e.g. Contracts and Procurement, Accounts Payable, Accounting and Financial Reporting, etc.) |
4. Click the Signatures button.
5. Click the checkbox to indicate that you've completed the form. Add the reason for requesting to remove all access in the Comments section. Click Submit to complete the form.
- Click the checkbox indicating that you have completed the form.
- Your signature and the date will auto-populate.
- Enter a reason for the request for the removal of all access
- Click Generate PDF to download a PDF version of the filled out form.
- Click Reset to clear all entries.
- Click Submit to complete the form and send it off for additional signatures.
A. Select Existing User option under Account Action Request.
B. Click on the Finance Roles button.
C. Select the type of access that needs modification: Distributed or Central User.
User Type Definitions
| Field | Definition |
|---|---|
| Distributed User | An employee who works in a campus department that is not part of central financial operations for the entire campus (e.g. academic departments, student success centers, athletics, etc.) |
| Central User | An employee who works in an Administration and Finance department that oversees the entire campus (e.g. Contracts and Procurement, Accounts Payable, Accounting and Financial Reporting, etc.) |
1. The Finance Distributed Roles fields will activate if Distributed User access is selected
2. Use the drop-down menus to select the appropriate roles to remove access. The Add and Remove buttons underneath the drop-down menu can be used to add or remove rows.
- Select Remove
- Select which role needs to be removed.
- Add or remove drop-down menu rows using the Add or Remove button
3. Click the Signatures button.
4. Click the checkbox to indicate that you've completed the form. Add the reason for requesting to access modifications in the Comments section. Click Submit to complete the form.
- Click the checkbox indicating that you have completed the form.
- Your signature and the date will auto-populate.
- Enter a reason for the request for the modification of access
- Click Generate PDF to download a PDF version of the filled out form.
- Click Reset to clear all entries.
- Click Submit to complete the form and send it off for additional signatures.
1. The Finance Central Roles drop-down menu will activate if Central User access is selected.
2. Use the drop-down menus to select the appropriate roles to remove access. The Add and Remove buttons underneath the drop-down menu can be used to add or remove rows.
- Select Remove
- Select which role needs to be removed.
- Add or remove drop-down menu rows using the Add or Remove button
3. Click the Signatures button.
4. Click the checkbox to indicate that you've completed the form. Add the reason for requesting to access modifications in the Comments section. Click Submit to complete the form.
- Click the checkbox indicating that you have completed the form.
- Your signature and the date will auto-populate.
- Enter a reason for the request for the modification of access
- Click Generate PDF to download a PDF version of the filled out form.
- Click Reset to clear all entries.
- Click Submit to complete the form and send it off for additional signatures.
Need More Help?
For training and how-to assistance, contact IT Training at 657-278-5647 or [email protected].
For technical assistance, contact the IT Help Desk at 657-278-7777 or [email protected].
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