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User’s GuideforSecurity AdministratorsPeopleSoft 9.2GeorgiaFIRSTGeorgiaFIRST FinancialsUniversity System of Georgia
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TABLE OF CONTENTSINTRODUCTION: PEOPLESOFT SECURITY BASICS .6SECURITY DESIGN STRATEGY (OPTIONAL) . 6DYNAMIC ROLES . 7PERMISSION LISTS . 7WORKFLOW ROLES . 8CHAPTER 1: SECURITY ADMINISTRATION .9CHAPTER 2: MANAGING USER SECURITY . 10USER PROFILES . 10GENERAL TAB. 12PERMISSION LISTS . 14USER ROLES TAB. 15DETERMINING ACCESS . 16Activity 1: . 21INSTITUTION-SPECIFIC JOB AIDS AND FORMS. 22WORKFLOW TAB . 23SELF-REGISTRATION . 24Activity 2: . 25CHAPTER 3: MANAGING USER PREFERENCES . 26GENERAL PREFERENCE . 26OLE INFORMATION AND PROCESS GROUP . 28ASSET MANAGEMENT USER PREFERENCES . 32GENERAL LEDGER USER PREFERENCES. 35JOURNAL ENTRY OPTIONS. 35ONLINE JOURNAL EDIT DEFAULTS. 36JOURNAL POST DEFAULTS . 36BUDGET POST OPTIONS . 36PAYCYLE USER PREFERENCES . 37PROCUREMENT. 38PAYABLES ONLINE VOUCHERING . 39RECEIVER SETUP . 42PURCHASE ORDER AUTHORIZATIONS . 46BUYERS USER AUTHORIZATION (OPTIONAL) . 46SUPPLIER PROCESSING AUTHORITY . 47DOCUMENT TOLERANCE AUTHORIZATIONS . 48REQUISITION (REQ) AUTHORIZATIONS . 49Activity 3: . 50CHAPTER 4: WORKFLOW MANAGEMENT . 51WORKFLOW ADMINISTRATION . 52User’s Guide for Security Administrators 2016 Board of Regents of the University System of Georgia. All Rights Reserved.3v 1.0
APPROVAL ROLES VS. ROUTING ROLES . 52CHAPTER 5: MANAGING MODULE SPECIFIC SECURITY . 53ACCOUNTS PAYABLE . 53Activity 4: . 56ACCOUNTS RECEIVABLE . 56BENEFIT RECONCILIATION MODULE . 56BOR PAYROLL MODULE . 58BUDGET PREPARATION (BUDGET PREP) . 59COMMITMENT CONTROL . 59Activity 5: . 62EXPENSES . 62Activity 6: . 64GENERAL LEDGER. 64PURCHASING . 65BUYER ROLES . 65BUYER SETUP . 66Activity 7: . 69CHAPTER 6: EPROCUREMENT (EPRO) . 70TYPES OF ROLES INVOLVED . 70REQUESTER SECURITY ROLES . 71REQUESTER SETUP . 72HOW DO APPROVALS WORK?. 74APPROVAL STAGES . 75APPROVAL TIME LIMITS. 80EPRO ADMINISTRATORS . 81EPRO APPROVER SETUP . 81SPECIAL ITEM APPROVER SECURITY ROLES . 82DEPARTMENT MANAGER ID . 83ADDITIONAL DEPARTMENT MANAGERS . 85PROJECT MANAGER ID . 86Activity 8: . 87CHAPTER 7: MANAGING QUERY SECURITY . 88NAVIGATION TO QUERY MANAGER COMPONENTS . 89ROW-LEVEL SECURITY . 89USING QUERY VIEWER . 90CHAPTER 8: IT AUDIT . 91NEW HIRES. 91TERMINATED USERS .
There are two tables that contain information on permission lists: PSCLASSDEFN - Permissions Lists Definition PSAUTHITEM - Authorized Menu Item Workflow Roles When enabled, some delivered business processes provide for the routing of work through an automated process called workflow. For example, when an Accounts Payable clerk enters a voucher, and an Accounts Payable
