View an HR Administration or AP Dashboards Common Management Systems (PeopleSoft) security permissions account request.
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Log in to the My Cal Poly Portal > My Apps > HR Administration.  Go to the Main Menu > Cal Poly Reports/Interfaces > Cal Poly Security > Security Workflow > Start Here - Security Requests. Click the Request Permissions button.  Begin your request from the Instructions tab by filling in the following fields. 
Under Agreements, check the box to confirm the user has completed the Responsible Use Policy and Cal Poly Confidentiality-Security Information form. Click any of the following tabs to request access to a functional module, then check the box next to the role name the user needs. Roles can be requested from each of the functional module tabs. 
If the recipient requires department security access, specify those departments on the Department Security tab.  The magnifying glass button can be used to search for a specific department if the department ID is not known.
 Click the Confirm tab and enter a justification for the security request. Then click Submit for Approval.  |
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Log in to the My Cal Poly Portal > My Apps > HR Administration.
Go to the Main Menu > Cal Poly Reports/Interfaces > Cal Poly Security > Security Workflow > Start Here - Security Requests.
Click the Request Permissions History button.
From the Request Permissions History page, click the Search button to view your submitted request and its status.
Click on the Request ID to view detailed information about your request.
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| title | Cancel a Request |
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Log in to the My Cal Poly Portal > My Apps > HR Administration.
Go to the Main Menu > Cal Poly Reports/Interfaces > Cal Poly Security > Security Workflow > Start Here - Security Requests.
Click the Request Permissions History button.
From the Request Permissions History page, click the Search button to view your submitted request and its status.
Click on the Request ID to view detailed information about your request.
Click the Cancel Request button.
You will be prompted twice to confirm the cancellation by clicking the Yes button. This action cannot be undone, and approvals for all modules (if there are multiple) listed in the request status will be canceled.
The Request Status will now appear as terminated.
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| title | Submit a Remove Permissions Request |
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Log in to the My Cal Poly Portal > My Apps > HR Administration.
Go to the Main Menu > Cal Poly Reports/Interfaces > Cal Poly Security > Security Workflow > Start Here - Security Requests.
Click the Delete Permissions button.
In the Recipient field, enter the user's Cal Poly username (do not include @calpoly.edu). Then from the Details pane, select the permissions to be removed.
In the Comments Area enter a justification for the permissions removal. If the user needs department security removed, note that in the Comments Area as well. Then click Submit for Approval.
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| title | Submit a Remove Department Security Request |
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Log in to the My Cal Poly Portal > My Apps > HR Administration.
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Go to the Main Menu > Cal Poly Reports/Interfaces > Cal Poly Security > Security Workflow > Start Here - Security Requests.
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Click the Request Permissions button.
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Begin your request from the Instructions tab by filling in the appropriate fields.
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Security recipient - Enter the user's Cal Poly username (do not include @calpoly.edu).
Recipient job title - Working job title
Recipient position
Recipient department
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Under Agreements, check the box to confirm the user has completed the Responsible Use Policy and Cal Poly Confidentiality-Security Information form.
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Click on the Human Resources/Acad Personnel tab, then check the box next to the role name Other-Remove ALL deptid access.
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Specify which department security should be removed by navigating to the Department Security tab. For each department or sub-department that a user should not have access to, set the Access Code to No Access (or make a note of department security to remove in the Comment section).
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Click the Confirm tab and enter a justification for the security request. Then click Submit for Approval.
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| title | View a Remove Permissions Request |
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Log in to the My Cal Poly Portal > My Apps > HR Administration.
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Go to the Main Menu > Cal Poly Reports/Interfaces > Cal Poly Security > Security Workflow > Start Here - Security Requests.
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Click the Delete Permissions History button.
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From the Delete Permission History page, click the Search button to view your submitted request and its status. Then click on the Request ID to view detailed information about your request.
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