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How to Complete Authority Manager Prerequisites

If you have been granted authority, you may have received an email indicating that there are training or qualification tasks you need to complete before the authority can be activated. The prerequisites you need to complete are listed in the email, or you may look up your current prerequisites status by following the instructions below:

  1. Log in to Authority Manager and click the Current Authority tab. 
  2. Look in the status column for pending prereqsmore info red round i circle image
  3. Click the icon to see a list of prerequisites and their current status.

Pending Authority screen

How to complete prerequisites

Enroll in all training via STARS in Axess (see the Learning Management System (STARS) Tools  page for instructions). If you complete a tutorial without enrolling via STARS, you may not be credited for the course, and your authority will not be activated. For more details, see below. 

Most common prerequisites Enroll in...

Cost Policy Training

» Cost Policy and Chart Of Accounts (ORA-1101)

Required for most Approvals, Self-Service, and Student GFS privileges

Confidentiality Statement

» Enroll in and complete the online Financial Confidentiality Agreement in STARS (FIN-PROG-0010)

Required for most Labor Distribution and Financial Reporting privileges.

Student Administration Training

» See the PeopleSoft Training Requirements page

Required for all Student Administration privileges.

iSpace prerequisites  

iSpace Confidentiality Agreement

» Sign the iSpace Confidentiality Agreement online (in STARS)

Required for Space Management privileges

Oracle Financials prerequisites » see also Fingate - Resource Center: Training

Cost Policy Training

» Cost Policy and Chart Of Accounts (ORA-1101)

Required for most Approvals, Self-Service, and Student GFS privileges

iOU Training

» iOU Reimbursements & Advances (FIN-0460)

Required for iOU Public privilege

Labor Distribution Training

» Labor Schedules (FIN-0510)

Required for Labor Distribution Adjustment privilege

Labor Distribution Adjustments Training

» Labor Distribution Adjustments (FIN-0520)

Required for Labor Distribution Coordinator, and Labor Schedule and Update privileges

PCard Training

» PCard Policy and Procedure (FIN-0450)

Required for PCard privileges

Sign Confidentiality Statement

» Enroll in and complete the online Financial Confidentiality Agreement in STARS (FIN-PROG-0010)

Required for most Labor Distribution and Financial Reporting privileges.

PeopleSoft HR prerequisites » see also HR Admin Training
PeopleSoft SA prerequisites  

PeopleSoft Training Requirements

» Follow the instructions here: PeopleSoft Training Requirements

STARS Administrator prerequisites  

Enrollment Administrator Training

» STARS v9 Certification (Enrollment Administrator) 
(STAR-PROG-0004) 
Required to perform the enrollment administrator role for training programs administered through STARS. 

Learning Administrator Training » STARS v9 Certification (Learning Administrator) 
(STAR-PROG-0005) 
Required to perform the learning administrator role for training programs administered through STARS. 
Learning Report Administrator » STARS Confidentiality Agreement (STAR-0002) 
Required for all STARS Learning Report Administrators. Enroll and complete through STARS.

Steps to complete training

This section gives an overview of how your prerequisite status flows through the University business systems, and how soon you can expect your authority to be activated.

  1. You complete the prerequisite.
    • You can complete prerequisites before or after the authority is granted. You will receive a reminder email if you haven't completed a prerequisite after 14 days. (After 300 days, any pending authority for which you still have not completed prereqs will be invalidated.)
    • Register in STARS to complete most training.
    • Clarify with your manager or the person granting you authority which course to take.
  2. A person or an automated process records your status.
    • Online/self-paced or classroom training: In most cases, STARS updates your completed status automatically. Updates are posted four times daily, between 9:30 a.m. and 9:30 p.m.
    • Signature required: On receipt of your signed confidentiality agreement, Controllers Office staff update your completed status. OR on receipt of your certificate of completion, AS staff update your completed status.
    • Allow 1-2 business days for inter-office mail.
    • Allow 1-2 business days for staff to update your status.
  3. Authority Manager is notified.
    • Background processes run continually to check for status changes and update your information as needed. For about 15 minutes (to a maximum of two hours), your status will display as pending but complete.
  4. Oracle Financials, PeopleSoft, ReportMart, etc. are notified.
    • Authority Manager sends a message to the business systems to let them know your authority can be activated.
    • For about 15 minutes (to a maximum of two hours), your status will display as active in Authority Manager, but is not yet effective in the business systems.

When will my prerequisites status be updated?

If it's taking significantly more time to activate your authority than the guidelines above indicate, please submit a Help ticket to let us know that processing may be stalled.

Last modified December 1, 2017