Submit a Student Administration Request

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Security modules within HR Administration include Cal Poly Jobs, Human Resources/Academic Personnel, Payroll, and HR/AP Dashboards.

Submit a request for security permissions on a Student Administration Common Management Systems (PeopleSoft) account. 

1. Log in to the My Cal Poly Portal > My Apps > Student Administration.

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2. Go to the Main Menu > Cal Poly Reports/Interfaces > Cal Poly Security > Security Workflow > Start Here - Security Requests.

3. Click the Request Permissions button.
   
   

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4. Begin your request from the Instructions tab by filling in the following fields.
   Request form definitions
   
   

    

   1. Security recipient - Enter the user's Cal Poly username (do not include @http://calpoly.edu ).

   2. Recipient job title - Working job title

   3. Recipient position

   4. Recipient department

5. Under Agreements, check the box to confirm the user has completed the Responsible Use Policy and Cal Poly Confidentiality-Security Information form.

6. 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.
   
   

    

   1. Academic Advising - Transfer coursework, degree audit

   2. Admissions - Application information

   3. Financial Aid

   4. Student Finance - Account balances

   5. Student Records - Enrollment, catalog/class information, PolyData warehouse enrollment management dashboards

7. Click the Confirm tab and enter a justification for the security request and the user's FERPA training completion date. Then click the Submit for Approval.
   
   

You are able to View a Student Request after submitting it. 

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