Request New User ID - Role Assignments Lesson

This program is available to Authorized Agents (AA20).

Authorized Agents can initiate Requests for a New User ID and Role assignment at the same time.  The only requirement to initiate the request is an Address Book record for the Employee.  This address book record will be associated with the New User ID.

Steps:

1. Click the State of Nebraska link.

   Step 1

2. Click the Authorized Agents link.

   Step 2

3. Click the Authorized Agent Request link.

   Step 3

4. Check to see if Address Book Number already has a User ID.

   Step 4

5. Click in the AB # field.

   Step 5

6. Enter the Employee's Addresss Book number into the AB # field.

    

   Enter "118186".

   Step 6

7. Click the Find button.

    

   If a User ID appears and belongs to your agency, then go to Request Revisions to Existing User ID training guide.

    

   If a User ID does not belong to your Agency then determine if the User ID needs to be terminated, go to Termination of User ID training guide.

    

   If User ID does not exist, continue with this training guide.

   Step 7

8. Click the Add button.

   Step 8

9. User ID - automatically populates with NEWID.  System Security will create a new User ID and notify Authorized Agent when it is available.

   Step 9

10. An Address Book number must exist for the end user in order to proceed with the request for a New User ID.

     

    Enter the desired information into the Address Number field.

     

    Enter "118186".

    Step 10

11. Press [Tab].

    Step 11

12. For new User ID requests, the system will validate against existing User IDs with the same Address Book number and Agency number (e.g. S046) to identify the possible duplication of User IDs. 

     

    This will result in a warning message.  In the event that multiple User IDs are required for the same address book number for your agency, continue NEWID request process or click Cancel and add Role to the existing User ID.

    Step 12

13. REQUESTED ROLE - Enter requested roles; all roles are prefaced with "N000."  You may use the Visual Assist to find a role instead of entering the role manually.

    Step 13

14. When you "Request a New User ID", the first row will automatically populate with the SS10 Role, Self Service.

     

    If the new User ID requires a Self Service Role other than SS10, you can overwrite "N000SS10" with the desired SS role. 

     

    If the User ID does not require a Self Service Role, overwrite "N000SS10" with the desired Requested Role.

    Step 14

15. SEC TY (SECURITY TYPE) - defaults to the Alpha Digits based on the REQUESTED ROLE.

    Step 15

16. SECURITY ROLE - automatically populates; this will be blank for a new User ID.

    Step 16

17. STATUS CODE - automatically populates based on the REQUESTED ROLE.

     

    o A = Approved - there is no requirement for approval by a Business Process Owner (BPO)

     

    o P = Pending - a BPO must review the request and take action (Approve, Change, Deny)

    Step 17

18. REQUEST ORIGIN - automatically populates.

     

    o A = Authorized Agent Requested

    Step 18

19. BPO Held - will be blank for new User IDs

    Step 19

20. Click in the COMMENT field.

    Step 20

21. COMMENT - Required for all Role requests.  Enter information based on the REQUESTED ROLE.  This can be used to explain to a BPO why a specific role is required for the new User ID.

     

    Enter "NEW HIRE".

    Step 21

22. Continue to enter additional rows to request Roles for the New User ID.

    Step 22

23. Click the REQUESTED ROLE object.

    Step 23

24. Enter the desired information into the REQUESTED ROLE field. Enter "N000AB10".

    Step 24

25. Press [Tab].

    Step 25

26. Enter the desired information into the COMMENT field. Enter "ADDRESS BOOK INQUIRY ONLY".

    Step 26

27. Click the REQUESTED ROLE object.

    Step 27

28. Enter the desired information into the REQUESTED ROLE field. Enter "N000PT30".

    Step 28

29. Press [Tab].

    Step 29

30. Enter the desired information into the COMMENT field. Enter "BUYER AT AGENCY".

    Step 30

31. Click the REQUESTED ROLE object.

    Step 31

32. Enter the desired information into the REQUESTED ROLE field. Enter "N000IV10".

    Step 32

33. Press [Tab].

    Step 33

34. Enter the desired information into the COMMENT field. Enter "INVENTORY INQUIRY ONLY".

    Step 34

35. Enter the desired information into the REQUESTED ROLE field. Enter "N000BU6519".

    Step 35

36. Press [Tab].

    Step 36

37. Enter the desired information into the COMMENT field. Enter "REQUIRED FOR ACCESS".

    Step 37

38. NOTE: 

    E-mail messages will be sent to Authorized Agents, Business Process Owners, and System Security as the Status Codes change.

     

    In this scenario, the following N000SS10, N000IV10, N000AB10, and N000BU6519 are in an "A - Approved" status. System Security will be able to assign these roles to a newly created User ID as soon as it becomes available.

     

    The N000PT30 role is in a "P - Pending" status.  It requires review/approval from a Business Process Owner (BPO).  The BPO will receive an automatically generated e-mail from the Authorized Agent with the Address Book and Name of end user, Requested Role, and any information provided in the Comments field.  System Security cannot process these requests until they are approved by the BPO.

    Step 38

39. To submit the request for a NEW User ID and associated Roles, click the OK button.

    Step 39

40. To view the NEWID request, use the Query by Example (QBE) line to narrow your search.  If the employee has not transferred to your Agency yet, you will not be able to view the NEWID record from this grid due to security. The NEWID record is visible through Security Request Inquiry.

    Step 40

41. Enter the Address Book number for NEWID request into the AB # field.

     

    Enter "118186".

    Step 41

42. Click the Find button.

    Step 42

43. View NEWID and Requested Roles.

    Step 43

44. Click the Close button.

    Step 44

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