EFR Summary Reports - Access Roles

EFR Summary Reports - Campus Access Roles
 

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Role Balance by Fund Balance by Department YTD Balance by Iact YTD Balance by Iact (with Prior Year) YTD Expenses and Encumbrances Expense Trend Charts Transactions Report Transactions Query Report (TQR)
Business Officer [1] X X X X X X X X
Departmental Administrator [1]                   X X X X X X X X
Dean [2]   X X X X X X X X
Departmental Executive Officer [3] X X X X X X X X
WhoKey Administration [4] X X X X X X X X
Financial Reporting (AFR) [5] X X X X X X X X

NOTE:

[1] Institutional Roles Business Officers category, which includes the person in the primary role & anyone in the Administrative Delegate role

[2] Institutional Roles Deans category, which includes the person in the primary role & anyone in the Administrative Delegate role

[3] Institutional Roles Departmental Executive Officers category, which includes the person in the primary role & anyone in the Administrative Delegate role

[4] WhoKey Administration including Owner, Reviewers & Grant roles

[5] Basic Financial Reporting (AFR) role assigned by Org-level Business Officers