DALHOUSIE UNIVERSITY WEB FOR ADMINISTRATORS User Guide
Contents
1. Sw JAD Adress https admias ucis dal ca BOSOAMPL twbkwbte P_GerMeniZename bmenuP_ManMnu v Ec urs W DALHOUSIE DAL ONLINE IMPL SITE MAP HELP EXT Main Menu Web for Employees Personal Information Job History Benefit and Deduction History Tax Forms T4 Statement of Remuneration and TO 1 Boererce yeu Information Chango your Personal Identification Number PIN and Security Question wew and update mailing addresses phone numbers and e mail adc Be for Administrators Query Budget and Encumbrance date and view financial document details View Socurity Profile s and Update User role s Return to Homepage cone E interne Figure 3 S Finance ALL Banner Procedures W4A User Guide revisegv6 doc Web for Administrators Depending on your security access the system could display three menu options e Finance e Distributed Security e Your Security F Dalhousie Online Web for Administrators Main Menu Microsoft Intemet Explorer 5 x Be Edt Yew Favorites Tools Hep K Ow x 2 7 Serch slereventss 7 Lm JOS CA BOE AMPL Dwokwots P_GerMenumame bmenuP_webdadminvinu DALHOUSIE DAL ONLINE IMPL RETURN TO MENU SITE MAP HELP EXT Web for Administrators Finance Query Budget and Encumbrance data and view financial document details Distributed Security Admanistrative functions for assigning Orgn Unit secunty and web roles Your Security View your security2. Admin support team It may take several days for access to be active for a new user If access is not activated after 4 days contact Web for Admin Support WebAdmin support dal ca or finance web dal ca S Finance ALL Banner Procedures W4A User Guide revise v6 doc trators Distributed Security Menu Microsoft Internet Explorer File Edit vew Favorites Tools Help gt E 2 k 37 2 2 Stop Refresh Home Search Favorites History Mail Print 2 ucis dal ca 8040 UPGD twbkwbis P_GenMenu name bmenu P_wWeb4AdminDSMnu y Eco Links DAL ONLINE UPGD WEB FOR ADMINISTRATORS SITE MAP HELP EXIT Main Menu Employees Personal Information E istrato Distributed Security View an Employee s Security Profile View information pertaining to an employee s user profile such as assigned roles and Organization Unit Access Update Administrative Security Assignments Assign or revoke roles associated with organization security Query Security Assignments Query on Web for Administrators security assignments by role or organization code EASE W4A VERSION 1 0 El Done 5 Internet Figure 5 S Finance ALL Banner Procedures W4A User Guide revisedv6 doc View an Employee s Security Profile The View an Employee s Security Profile allows you to view an employee s current security profile within Web for Admin It also provides information to indicate if an individual s ID is prepared and active for Web fo
3. DAL ONLINE IMPL IVERSITY HELP EXIT Security Answer Please provide the correct answer to your security question and then click Submit Answer Your PIN will be reset and e mailed to you upon a successful response Question Answer Submit Answer Reset RELEASE 7 3 Figure 15 A new screen will appear prompting you to reset your PIN BEE Oo p Enter new PIN Microsoft Internet Explorer File Edit View Favorites Tools Help 9 0 fF l x O B amp a 2 Back Fonwara Stop Refresh Home Search Favorites Media History Mail Print Edit Discuss Real com Address https admbws ucis dal ca 8030 pls devV twbkwbis P_ProcSecurityAnswer Eco Links 3s Dalhousie University Slaat Your PIN has to be reset Please change it now New PIN Re enter new PIN Reset PIN Last web access on Jun 03 2003 11 02 am f 3 DALHOUSIE RELEASE 5 3 g University Di Done BI intenet Figure 16 Once the new PIN is entered the Main Menu will appear S Finance ALL Banner Procedures W4A User Guide revisepig6 doc Appendix B Glossary of Terms Assigned Orgns These are the organization units that have been granted to an eligible employee These are the orgns the user will have access to in Web for Admin Assigned Roles These are the role s that have been granted to an eligible employee NOTE Unit Authorities cannot be ass
4. Financial Services provide support for the Web for Administrators functions Financial Services provides support for the Finance Self Serve functionality delivered through the Web for Administrators menu If you have any questions or require assistance contact us by email WebAdmin support dal ca for Web for Administrator questions issues or Finance web dal ca for Web for Administrator and Finance Self Serve questions issues For questions related to FAMIS Self Service contact famis dal ca Web Address The URL for access to Dal Online Web for Administrators is https dalonline dal ca This URL should be bookmarked for future reference Alternatively links to Dal Online are also available from the Dal Home page and My Dal ca portal NOTE If this is your first time to access Dal Online click on Create PIN and follow the instructions and screen prompts You will need your Dalhousie ID BOO which can be found on your Dal Card or pay stub If you are unsure contact Human Resources S Finance ALL Banner Procedures W4A User Guide revisev6 doc Login To access the Web for Admin functions perform the following steps 1 Select the Login to Dal Online link in the secured access area of the home page F Dal Online Microsoft Internet Explorer Ble Edt wew Favorites Tools Hep Qs O i A 2 seach gierovomes O vo By LS Address https daonine dal ca Creare pm to Login to Dal Online Dal Online prov
5. date The following are the roles that can be assigned o Security Administrator access to distributed security o Query Reports access to Finance Self Service functionality o FAMIS Requestor access to FAMIS self serve functions S Finance ALL Banner Procedures W4A User Guide revisep76 doc Appendix A PIN Reset If you do not remember your PIN e Inthe Dalhousie ID box type in your Dalhousie ID Characters are case sensitive and must be uppercase e Click on Forgot PIN W DALHOUSIE DAL ONLINE IMPL UNIVERSITY HELP EXIT User Login Note Dal On line will be unavailable from 1930h Sunday Dec 17th until 0600h Monday Dec 18th as a precautionary measure during a planned power outage We apologise for the inconvenience Please enter your Dalhousie ID B00900909 and your Personal Identification Number PIN then click Login When you are finished please Exit and close your browser to protect your privacy Don t have a PIN First time students faculty and staff can create their initial PIN using the Create PIN form Forgotten your PIN Enter your Dalhousie ID and then click the Forgot PIN button Dalhousie ID p00 PIN Login Forgot PIN RELEASE 7 3 Figure 14 A new screen will appear showing the ID and the question set up at first login Type in the answer to the question shown and select Submit Answer S Finance ALL Banner Procedures W4A User Guide revisepig6 doc DALHOUSIE
6. orgn that the role applies to Max Amount for future use assigned by and effective date The following are the roles that can be assigned o Security Administrator access to distributed security o Query Reports access to Finance Self Service functionality o FAMIS Requestor access to FAMIS self serve functions S Finance ALL Banner Procedures W4A User Guide revisep 6 doc Update Administrative Security Assignments The Update Administrative Security Assignments form allows the Unit Authority or Security Administrator to assign a Web for Admin role orgn combination to an eligible employee From the Distributed Security menu click on Update Administrative Security Assignments E Update Administrative Security Assignments Microsoft Internet Explorer CES Eile Edit View Favorites Tools Help ay gt B Bl G 27 2 amp Back Stop Refresh Home Search Favorites History Mail Print Edit Address a https kil ias 2 ucis dal ca 8040 UPGD hygkrolo P_AssignRoleEntry Links _ E eo DALHOUSIE DAL ONLINE UPGD DISTRIBUTED SECURITY SITE MAP HELP EXIT Main Menu Employees Personal Information EEE Update Administrative Security Assignments Enter the Dalhousie ID of an employee whose roles you wish to modify Click Update User Dalhousie ID Reset RELEASE WEB FOR ADMIN R2 Elon T l TAE intent Figure 8 Enter the employee s Dalhousie ID BOO then click
7. profile RELEASE W4A VERSION 1 0 a B O tere Figure 4 The Finance menu option provides access to Finance Self Service Information on this functionality can be found in the Finance Self Service User Guide This menu option is available to Unit Authorities and those assigned the Query Report role within Web for Admin The Distributed Security menu option provides a means to grant and revoke security access to roles and organization units to eligible employees This menu option is available to the Unit Authority as well as those assigned the Security Administrator Role The Your Security menu option allows each user who has access to Web for Administrators to view their own security access within this functionality This menu option is available to everyone with Web for Admin access S Finance ALL Banner Procedures W4A User Guide reviseqv6 doc Distributed Security The Distributed Security menu option contains three sub menu options e View an Employee s Security Profile e Update Administrative Security Assignments e Query Security Assignments This functionality is only available to Unit Authorities and Security Administrators What does Distributed Security mean Distributed Security is the mechanism that allows the above named roles to be able to view another person s Web for Admin security assign eligible employees to specific role s and specific organization unit s If the employee is a Unit Authority at a le
8. the Senior Administrators at the highest level The levels and their definition are a Senior Administration Level 1 Often referred to as a Faculty it is the highest responsible level in the organization hierarchy normally appointed on the authorization of the Board of Governors and includes the President Vice Presidents and their Directors and Deans All departments activities and resources fall under the responsibility of a Senior Administrator b Responsible Unit Level 2 This second hierarchy level consists of departments allocated a distinct and separate operating mandate The units within this level are established based on criteria to facilitate senior administration and academic programs c Activity Level 3 This level consists of all fiscal units to which financial transactions are maintained as well as other units required for space management purposes Appendix C provides details the current entities at the Senior Administration level Appendix D provides details on the hierarchy for the Department of English in the Faculty of Arts and Social Sciences This information has been provided as an illustration of the hierarchy structure S Finance ALL Banner Procedures W4A User Guide revisepl y6 doc Unit Authority Unit Authority denotes the individual responsible for the activities of the Organization Units and Hierarchy This individual is ultimately responsible and has the authority to delegate functional roles and infor
9. DALHOUSIE UNIVERSITY WEB FOR ADMINISTRATORS User Guide Access to Confidential and Personal Information Notice for Unit Authorities and Security Administrators The financial information that is available through Web for Admin includes salary and fringe benefit information for individuals paid from the organization units under your authority Access to this personal and confidential information should only be delegated to those individuals who require the information to carry out their assigned duties at the university You are responsible for maintaining the confidentiality of this information By delegating access of that information to another individual you cannot relinquish responsibility for the security of that information or for ensuring the protection of the privacy of the individual to whom the information relates The care that must be taken with this information must be reviewed with those to whom access is delegated The following use and disclosure requirements must be reviewed with individuals to whom access is delegated The information shall only be used by the employee to the extent it is required for their job function The information shall not be disclosed directly or indirectly to any other party All copies of the information must be destroyed once they are no longer needed or once the delegation ceases This includes both paper and electronic copies of any documents derived from the original information W
10. ONLINE TEST UNIVERSITY DISTRIBUTED SECURITY SITE MAP HELP EXIT MainMenu Employees Personal Information en Query Security Assignments View current security assignments for your area of responsibility You can query either by role by organization code or both Select a Role All Roles M Orgn Code Execute Query Reset 0 Record s found RELEASE WEB FOR ADMINISTRATORS R2 The query can be performed in a number of ways 1 By Role Select a Role from the drop down list and leave the Orgn Code field blank The results will provide all individuals in your area of responsibility that currently has been signed to the specified role 2 By Orgn Code Leave the Role at All Roles and enter the pertinent Orgn Code The results will provide all individuals who have been assigned a role for this orgn code 3 By Role and Orgn Code Select a specific Role and enter the Orgn Code The results will provide all individuals assigned to the specified role and Orgn Code The sort on the document is first by orgn code in ascending order then by assigned to in descending order Therefore all the level 1 orgns are listed first and all the level 3 orgns are listed last Within each orgn the individuals with access are listed in alphabetical order Once you have the results if you wish to change the sort you can click and drag your cursor over all of the information copy and then paste the inform
11. VEE Finance Security Profile Web for Administrators Access Not Active This Employee is not a Unit Authority Home Department Oe Senior Administrator Se Web for Administrator Assigned Roles Description Associated Orgn Max Amount Assigned By Effective Date Query Reports iii N A V 20 Nov 2007 Query Reports iii N A v 20 Nov 2007 W4A Security Officer System Assigned email banner dal ca RELEASE W4A VERSION 1 0 Done B internet Figure 13 The Personal Security Profile will display the following information e Dalhousie ID This is your BOO e Oracle ID Your oracle id that has been setup by Admin Computing This is the user id used for ePrint e Web for Administrators Access Active indicates that the employee currently has access to the Finance area of Web for Administrators e This Employee is is not a Unit Authority Indicates if you are a Unit Authority at level 1 2 and or 3 orgns If you are a Unit Authority the orgns and title will be listed in this section e Home Department This is your home department based on the employee s record in the Human Resource system e Senior Administrator The level 1 orgn associated with your home department e Web for Administrators Assigned Roles If the employee has any assigned roles they will display in this section with the associated orgn that the role applies to Max Amount for future use assigned by and effective
12. ation in Excel From Excel you can then change the sort to further manipulate the results S Finance ALL Banner Procedures W4A User Guide revisepry6 doc Your Security The Your Security menu option under Web for Administrators allows all Web for Admin users to view their security profile within Web for Admin Under Your Security menu option it currently contains View your own security profile E Your Security Microsoft Internet Explorer lel xi Ay File Edit View Favorites Tools Help GQ pack BIE Fh A Search y Favorites OZ Sm Jy s Address ja https admias ucis dal ca 8060 IMPL twbkwbis P_GenMenu name bmenu P_Web4AdminPSMnu x SE Links S DALHOUSIE DAL ONLINE IMPL Main Menu Emp al Information Old WebTailor WEB FOR ADMINISTRATORS SITE MAP HELP EXI Your Security View your security profile View your security profile RELEASE W4A VERSION 1 0 l Done ET AIE nene Figure 12 Click on View your security profile S Finance ALL Banner Procedures W4A User Guide reviseplg6 doc The following screen will appear WEB FOR ADMINISTRATORS SITE MAP HELP EXIT Main Menu Employees Faculty Advisors and Academic Administrators Personal information User Administration EEE Personal Security Profile This page shows employment information and Web for Administrators roles and Organizational Security Security Profile for Vs Dalhousie ID BOO Oracle ID
13. e e Unit Authorities levels 1 2 and 3 and Security Administrators will view Query Reports Security Administrator and FAMIS Requestor Within this screen you can view o The last time the employee accessed Dal Online The role description The associated orgn The Max Amount for future use Who assigned the role orgn to the employee When the role orgn was assigned to the employee Oo 0 O The Security Administrator and the Query Reports roles are assigned for a specific Organization Code Therefore each orgn to be assigned must be associated with a specific role The FAMIS Requestor role is not associated with specific organization codes Unit Authority s of a given orgn cannot have their orgn access revoked through Web for Admin This access can only be revoked in Financial Services Any individual assigned a role orgn through Web for Admin can have the access revoked by the Unit Authority or Security Administrator for the given orgn S Finance ALL Banner Procedures W4A User Guide revisepy6 doc To Assign a Role Orgn e To assign a user role orgn select the appropriate role from the Additional Roles drop down box The Orgn Code field will appear on the screen if applicable to the role e Enter the organization code for which access is being granted e Then click on Continue button Who can assign a Role Orgn The following are the only people that can assign an orgn e A Unit Authority or Security Administra
14. f serve modules to support electronic interaction with Students Faculty and staff As the University expands the use of DalOnline and electronic interaction for administrative functions an effective means to determine the individual responsible to authorize access to information and processes for their areas of responsibility Organization Unit s is critical for success The individual responsible for the Organization Unit and or hierarchy is hereinafter referred to as the Unit Authority Please refer to the glossary in Appendix B for clarification Dalhousie has developed a Web for Administrators Web for Admin module for DalOnline Web for Admin delivers security management and other administrative functions directly to the individual s responsible for the action Web for Admin will provide the tool to link an individual to the Organization s within his her responsibility This is critical to effectively maintain distributed security for various roles information The first phase delivers the ability to manage security access to support the existing Finance Self Serve FSS and E Print modules These modules provide timely financial information however they have been accessible to a very limited group of faculty and departmental administrators Web for Administrators enables access to the Principal Investigators who manage research funds and additional administrative staff Web for Admin Support The Business Process and Integration Office and
15. herever possible the information should only be accessed from within the University To the extent that information is accessed from outside the university appropriate security precautions must be in place at the remote location S Finance ALL Banner Procedures W4A User Guide revised v6 doc WEB FOR User Guide Table of Contents VOU NOW sooie ea ea tees ee eae eee a aaa Web for Admin SUPPOlt cece cceeeeeeeeeeeeeeeeeeeeeeeeeeeeees Web PUSS dated ples ose pees plencsebacpesdnchenosnorniedbeds 1 lt lt a eae ese a cP TO eR RE TC ECE CE Ee Web for Administrators cccceeeccceeeceeeeeeeeeeeeeeeeeeeeeeeees Distributed Security sc ciecticctedneitietan eee eee View an Employee s Security Profile ee Update Administrative Security Assignments To Assign a Role Orgn 0 2 2 2 ceeeeeeeeceeeeccceeeeeeeeeeneneeeeeeeeees To Revoke a Role Orgn ecccceecceeeccceeeeeeeeeeeeeeeeeeeeeeeees Query Security Assignment ccccccceeeeeseeeeeeeeeeeees Your IG aka etn cdesrensetdcenemendeciidnatdmendnctcnchoncutinns Appendix A PIN Reset Appendix B Glossary of Terms Appendix C Quick Reference November 2007 This document is updated periodically and available at http as01 ucis dal ca fs index cfm S Finance ALL Banner Procedures W4A User Guide revisegv6 doc ADMINISTRATORS DALHOUSIE UNIVERSITY Overview DalOnline delivers the various sel
16. ides the University community with online access to administrative systems and information Web for Employees z Web for Employees provides employees with online R access to a variety of employment benefits and payroll UIDE r vation gt information more inform irk EE Web for Faculty Advisors and Academie Administrators provides Dalhousie faculty advisors and academic administrators with access to a wide variety of class data student information degree audit and the ability to submit grades online more information gt gt Web for Students Web for Students provides Dalhousie students with information 722024 tax receipts final ee audit and personal information mo Click the Help link at the top right of any page for context sensitive online help Please Contact Us fe further information and additional help System Requirements mended browsers are Netsca Int Explorer v6 0 or N Figure 1 2 Enter your Dalhousie ID and Personal Identification Number PIN If this is your initial access to Dal Online you will be asked to provide a hint question and response for security purposes for resetting passwords TIP After entering your ID select TAB do not hit enter Hitting the enter key will return an invalid login message S Finance ALL Banner Procedures W4A User Guide reviseg v6 doc F Dalhousie Online User Login Microsoft Internet Explorer 3 laj x He gdt vew Faver
17. igned a role Eligible Employee Current employee status is active and whose primary position is not in one of the following employee classes e AC Courtesy Access HM Health Services Professionals IW Int Brother Electrical Workers LD Long Term Disability Recipient PM Pensioners ZM Non Resident ZY Exception ID ZZ Test Class for Conversion 00 2000 Year to Date Totals 01 2000 Year to Date Totals 99 Misc LTD Pension Refund Query Reports role in which employee will have query access to FSS Security Administrators role in which an employee will be able to assign and revoke roles and organization units to eligible employees They will have access to the Distribute Security functionality Security Officer Role assigned to the Web for Admin Support Team Typically this will be the Data Steward and Security Officer from Central Admin area Organization Unit An organization unit is an endeavour or a collection of people and or University resources that contribute to the fulfilment of some aspect of the University s mission This definition is enterprise in nature supports data integration and provides a consistent basis for consolidating activities for the administrative systems of the University Organization Hierarchy The organization hierarchy identifies the individual organization units by faculty and department This hierarchy is not a pyramid structure but a broader base with
18. ignments Enter Banner id of the person being delegated access click Continue button The Additional Role click on the drop down box to select the Query Reports role In the Orgn field enter the grant account to be assigned to this person and then click on the Continue button 8 Repeat step 6 7 until all the orgns have been assigned to the person NOORWND S Finance ALL Banner Procedures W4A User Guide revisepigy6 doc
19. mation to others a The Senior Administrator responsible for activities of the Organization Units at Level 1 of the hierarchy If this position is vacant or not appointed responsibility defers to the Vice President responsible or the President b The Chair Director responsible for activities of the Organization Units at Level 2 of the hierarchy If this position is vacant or not appointed responsibility defers to the Senior Administrator c The Principal Investigator for research funded units at Level 3 of the hierarchy d The employee who has responsibility for activities of non research funded units at Level 3 of the hierarchy This assignment is by exception and at the discretion of the pertinent Senior Administrator or Chair Director On the norm these units do not have a Unit Authority assigned and responsibility defers to the Unit Authority at the Responsible Unit or Senior Administration level respectively S Finance ALL Banner Procedures W4A User Guide revisepl 46 doc Appendix C Quick Reference NOTE If access to FSS e Print is given through Web for Admin it is the responsibility of the Unit Authority or Security Administrator to remove access when a person no longer requires access Here are the steps required to delegate access to FSS amp e Print through Web for Administrators Log in to Dal Online Click on Web for Administrators Click on Distributed Security Click on Update Administrative Security Ass
20. on the Continue button The Reset button will clear out any information entered in the Dalhousie ID field S Finance ALL Banner Procedures W4A User Guide revisepiy6 doc a MainMenu Employees Personal Information DOER J Update Administrative Security Assignments ay e To assign an additional user role chose a Role from the drop down list and enter an Orgn code Note that not all roles require an Organization code to be defined Then click the Continue button e To revoke a user role click on the Revoke button e Ifthere is no Revoke button displayed beside the role description you do not have the authority to remove the assigned role s Please contact finance web dal ca or the individual who has assigned the role for further assistance BOOM WEEE whose last Dal Online access was Nov 20 2007 10 16 am Assign an additional Organization based role to this employee s Security Profile Additional Role Query Reparts Orgn Code Continue Reset This Employee is not a Unit Authority Administrative Roles Assigned to this User Role Description Associated Orgn Max Amount Assigned By On Date Query Reports 1 i N A BQ 19 Nov 2007 Revoke Query Reports D1 NA BEN 20 Nov 2007 Revoke Query Reports i ee 8 NA BEM 20 Nov 2007 Revoke email banner dal ca 8 Internet Figure 9 lt The list in the Additional Roles drop down box will depend upon your role within Web for Admin For exampl
21. r Admin From the Distributed Security menu click on View an Employee s Security Profile F View Security Profile someone else Microsoft Intemet Explorer E la xf Ble Edt Yew Favorites Toos bep amp W DAL E W ONIVERSITY DISTRIBUTED SECURITY SITE MAP HELP EXT View Employee Security Profile i Enter the Dalhousie ID for an employee whose Secunty Profile you wish to view Dalhousie ID Select User Reset mail banner d 3 RELEASE W4A VERSION 1 0 Dore B O teret Figure 6 Enter the employee s Dalhousie ID BO0 then click on the Select User button The Reset button will clear out any information entered in the Dalhousie ID field S Finance ALL Banner Procedures W4A User Guide revisep y6 doc Main Menu Employees Faculty Advisors and Academic Administrators Personal Information User Administration EEA 7 Personal Security Profile This page shows employment information and Web for Administrators roles and Organizational Security Security Profile for Vs Dalhousie ID BOOM Oracle ID VE Finance Security Profile Web for Administrators Access Not Active This Employee is not a Unit Authority Home Department 1 Senior Administrator SSCS Web for Administrator Assigned Roles Description Associated Orgn Max Amount Assigned By Effective Date Query Reports B ee N A V 20 Nov 2007 Query Reports iii NA VEE 20 Nov 2007 W4A Security Officer Sy
22. stem Assigned email banner dal ca RELEASE W4A VERSION 1 0 amp Done 8 E Internet Figure 7 The Personal Security Profile will display the following information e Employee s Dalhousie ID This is their BOO that was entered to get to this screen e Oracle ID and Finance Security Profile The employee s Oracle ID and Finance registry If the Oracle ID states no Oracle ID has been set up you will need to contact Web for Admin Support WebAdmin support dal ca or finance web dal ca to have an Oracle ID created before any roles orgns can be assigned to the employee e Web for Administrators Access Active indicates that the employee currently has access to the Finance area of Web for Administrators If it indicates inactive or no FOBPROF record found this employee does not have access to Finance Self Service or ePrint e This Employee is is not a Unit Authority Indicates if the individual is the Unit Authority at level 1 2 and or 3 orgns If the employee is a Unit Authority the orgn title and status will be listed in this section e Home Department This is the employee s home department based on the employee s record in the Human Resource system This is important for revoking roles e Senior Administrator The level 1 orgn associated with the home department e Web for Administrators Assigned Roles If the employee has any assigned roles they will display in this section with the associated
23. tes Tods Hep 7 Qaa O x A Psewch eros O civ os By JOS Address https OD twbkwbis P_WYWWLogin zE irks DALHOUSIE DAL ONLINE W UNIVERSI HELP EXIT User Login i Cy Please enter your Dalhousie ID BOQ00e00 and your Personal Identification Number PIN then click Login When you are finished please Ext and close your browser to protect your privacy Don t have a PIN First time students faculty and staff can create their initial PIN using the Create PIN forr g Ex t Forgotten your PIN Enter your Dalhousie ID and then click the Forgot PIN button Dalhousie ID lt Use tab key not enter PIN Forgot PIN RELEASE 6 1 e Cone B internet Figure 2 TIP Once you are located in the login screen the session can be ended by selecting the EXIT option on the top right of the screen in the dark area NOTE See Appendix A for instructions if you forgot you PIN S Finance ALL Banner Procedures W4A User Guide revised v6 doc 3 Successful login will present you with the Dal Online Main Menu The options will vary from user to user as they are dependent on the access provided from various system modules If you don t see the Web for Administrators menu please contact Web for Admin Support at WebAdmin support dal ca or finance web dal ca 4 Select the Web for Administrators option from this Main Menu zax Ee Edt yew Favontes Took Hep a Oak 2 seach Termes 4
24. tor who has access to the specific orgn to be ee Admin Support WebAdmin support dal ca or finance web dal ca If someone who does not have the authority to assign a specific orgn tries they will receive the following error message x The change will not be saved You are not authorized to grant access to the specified orgn code To revoke a Role Orgn e To revoke access click on the Revoke button Once this is done the orgn will be removed from the employee s list of orgns they are able to view Who can revoke a Role Orgn The following are the only people that can revoke a role orgn e The person who assigned the orgn to the employee e A Unit Authority or Security Administrator for the orgn in question e Web for Admin Support WebAdmin support dal ca or finance web dal ca If you are eligible to revoke a role orgn you will see a Revoke button beside the Assigned By field for only the orgns you are authorized to revoke If you are not authorized to revoke an orgn you will not see the Revoke button S Finance ALL Banner Procedures W4A User Guide revisepy6 doc Query Security Assignments This option is available to all Unit Authorities and those individuals with the Security Administrator role It enables one to view the current security assignments within Web for Administrators relative to their area of responsibility It is a tool to more efficiently monitor security assignments DALHOUSIE DAL
25. vel 1 or 2 they will automatically have the ability to assign roles and organization codes These individuals can assign the Security Administrator Query Report and FAMIS Requestor roles to eligible employees Roles Currently Available Role Orgn Function Support Security Required Allows access to orgns to be WebAdmin support dal ca Administrator delegated to other users of Web or finance web dal ca for Admin Query Reports Required Allows Web for Admin users to WebAdmin support dal ca view reports in Finance Self or finance web dal ca Serve and e Print FAMIS Requestor Not applicable To allow access to the FAMIS famis dal ca Self Serve module to submit and track service requests NOTE gt Itis highly recommended that only one Security Administrator be assigned in each faculty and department Faculty and Department Administrators gt The Security Administrator role should not be assigned to an individual who has access to orgns at a level 3 If the employee is a Unit Authority level 3 eg Principal Investigator they are able to assign the Query Report role and can assign individual access to their own unit authority orgns They cannot assign orgns for which they are not the Unit Authority unless they have been delegated the Security Administrator role Distributed security is the first step in granting revoking access to Web for Admin There are additional steps that may be required by the Web for
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