The Financial Data Stewardship Implementation Guide (PDF, 239 KB) provides additional direction for implementing University Policy 4.12, Data Stewardship and Custodianship with respect to financial data and information.
All requests for access to the Kuali Financial System or Oracle Analytics (for Financial Dashboards) must come from an approved authorizer.
The KFS role: KDW Staff Accounting provides access to Financial and Web Fin 2 dashboards developed for this role. KDW Staff Labor provides access to the Labor Activity dashboard.
PI and AM roles are derived roles from KFS. Individuals with these roles see the following dashboards: Account, Account-Award Portfolio, and Web Fin 2.
For detailed procedures, see thepage in Confluence.