Security Forms and Workflow Setup
There are four separate security access request forms. Please select one based on the information below.
You may wish to consult our Getting Started page for help with security roles and training recommendations.
Additional resources for completing the forms:
General and Central Office Access Forms
To decide which form to use:
General Security Access Form last updated 1/8/14
Job Aid: Cafe Systems Express Form Job Aid last updated 1/29/14
Financial Operations IT, 619 Clark, #118, Evanston
To remove access to NUFinancials (and other Cafe systems) or transfer someone's access when changing departments, please complete a Security Access Form and check the appropriate boxes.
HR and Expense Reports
If you need to determine a user's access or find an approver, security and workflow setup information are available in the following Cognos reports:
Navigation: Cognos > Project Cafe Reports > School > Budget/COA
Use the Department Master Tree to facilitate department node requests for workflow approval and Row Level Security.
The NU Department Master Tree is a graphical representation of the departmental organization at Northwestern University. Search for specific departments or nodes using the Find feature (Ctrl-F in Windows & Cmd-F in Mac) or the binoculars icon, entering the text you wish to find and clicking the search button.
The tree is composed of ranges of one or more department values and groupings of department ranges which are called nodes. Department ranges are identified on the document by a leaf symbol. Nodes are identified on the document by a folder symbol. Nodes may represent groupings of other nodes as well as groupings of department ranges. Blue lines show the hierarchical relationship between department ranges and nodes as well as the relationship between nodes.
You can request workflow approval and/or row level security for a particular department. You can also request access for a Department tree node to avoid entering multiple department values. When access is granted to a department node, it applies to all departments that fall within the department ranges that roll up to the node. If other nodes roll up to the node indicated, access is granted to all department ranges that fall below those nodes.
For the most current version of the tree, look in NUFinancials:
When requesters apply for security access, they will be required to supply a default ship to code.
Questions? Email firstname.lastname@example.org
For technical assistance please contact our Help desk:
Phone: 1-HELP (847-491-4357), option 2
1800 Sherman Avenue Suite 200 Evanston, IL 60201
Fax: 847-467-0788 email@example.com