Web Report Library Report Viewer Access Form

Use this application to request access to the University of Toledo’s Web Report Library, an environment where users can run vetted production-quality reports using a standard web browser. The Report Library is accessible at http://reports.utoledo.edu. Report Library Viewer Responsibilities 1. Access is restricted to University employees performing official duties of their positions. 2. Comply with the University’s policy on Responsible Use of Information Technology (http://www.utoledo.edu/policy/index.asp?id=68). 3. Comply with the Family Education Rights and Privacy Act (FERPA).

Instructions for Obtaining Access to a Folder in the Report Library 1. Complete the Applicant Information section below. 2. In the Folder Authorization section below, check the Report Roles to which you are requesting access. 3. Obtain your immediate supervisor’s approval in the Supervisor Authorization section below. 4. Obtain a FERPA briefing from the University Registrar’s office (if you have not already done so). Orientation training may include a FERPA briefing. 5. Data Custodian approval must be obtained for each Report Role you are requesting. Send the form to the Data Custodian of the first Report Role you have requested. Data Custodian’s with 3 digit Mail Stops are located on Main Campus and Custodian’s with 4 digits are located on the Health Science Campus. Please note: the more roles you request may increase the approval process time.

Applicant Information

Printed Name:

College/Department/Program: Mail Stop

Title/Position:

Building/Room: Telephone: Orientation Date: UTAD User ID: (required for IAS folders)

E-mail Address: Reason why access to the requested

Report Library folders is needed: (attach additional page if necessary) Signature, indicating acceptance of Date: responsibilities listed above:

Supervisor Authorization

Supervisor’s Name:

Department:

Title/Position: Signature, confirming Report Library access is consistent with the Date: applicant’s official duties:

Web_Report_Viewer_Form.doc Last modified December 15, 2017 Page 1 of 4 Folder Authorization Authorization Dat Report Roles Report Folders Data Custodian Web Report Library Signature e Admissions – Admissions / ReportDepartments Viewer AccessDepartments Form Nancy Hintz, MS 306 Admissions – General Admissions / General Nancy Hintz, MS 306 Admissions – Medical Admissions/Medical Christine Wile, MS 1043 Admissions – Processing Admissions / Processing Nancy Hintz, MS 306 Auxiliary Services Auxiliary Services Joy Seifert, MS 460 Finance – Controller Finance / Controller Gordon Chauvin, MS 978 Finance – Fixed Assets Finance / Fixed Assets Gordon Chauvin , MS 978 Finance / Accounts Payable Finance / Chart of Accounts Finance / Departments Finance - General Finance / Financial Gordon Chauvin , MS 978 Reporting Finance / General Accounting Finance/Legacy Finance – Grants Finance / Grants Gordon Chauvin , MS 978 Finance / Medical Center Finance – Medical Center Finance / Chart of Jennifer J. Henning, MS 1164 Accounts Finance – Travel & Finance / Travel & Gordon Chauvin , MS 978 Expense Expense Financial Aid / Audit Financial Aid / General Inquiry Financial Aid / Health Science Financial Aid – FA Office Financial Aid / Loans Sherri Jiannuzzi, MS 314 Financial Aid / Scholarships Financial Aid / State Aid Financial Aid / Employment Financial Aid / General Financial Aid – General Inquiry Sherri Jiannuzzi, MS 314 Benda Grant, MS 939 or Bryan Pyles, MS HR – Academic Affairs HR / Academic Affairs 1018 HR – Budget HR / Budget Lena Carroll, MS 964 HR – Equal Opportunity HR / Equal Opportunity Kevin West, MS 903 HR / General Inquiry Kelley Guldenpfennig, MS 405 HR – General Finance / Chart of Accounts Kelley Guldenpfennig, MS 405 HR – Hospital HR / Hospital Administration Administration Kelley Guldenpfennig, MS 405 HR – Human Resources HR / Human Resources Dept. Dept. HR – Payroll HR / Payroll Dorene Spotts, MS 975 HR – Student HR / Student Joshua Vail, MS 112 or Shelly Drouillard, Employment Employment MS 112 Information Technology Information Technology John Cavins, MS 202 Lawson – Accounts Lawson / Accounts Payable Payable Dorene Spotts, MS 975 Lawson – Health Info Lawson / Health Info Mgt. Mgmt. Kelley Guldenpfennig, MS 405 Lawson – Human Lawson / Human Resources Resources Kelley Guldenpfennig, MS 405 Lawson – Nursing Lawson / Nursing Admin. Andy Fox, MS 1097 Research Research Richard Francis MS 1020 Residence Life - General Residence Life / General Virginia Speight, MS 519 Residence Life - Staff Residence Life / Staff Virginia Speight, MS 519 Student – Academic Student / Academic Admin’s Admin’s Joyce Garber, MS 322 Student – Accessibility Student / Accessibility Joyce Garber, MS 322 Student – Athletics Student / Athletics Joyce Garber, MS 322 Student – Audit Student / Audit Joyce Garber, MS 322 Web_Report_Viewer_Form.docStudent – Continuing Student – Continuing Last modified December 15, 2017 Page 2 of 4 Education Education Joyce Garber, MS 322 Student / Institutional Student - Enrollment Analysis Joyce Garber, MS 322 Web Report Library Report Viewer Access Form Folder Authorization ReportAuthorization Folder Descriptions Dat Report Roles Report Folders Data Custodian Folder Description Signature e Admissions – Departments Admissions reports specifically created for various Departments. Supply Chain – General AdmissionsInquiry – General Supply Chain/GeneralGeneral Admissions reports. Jennifer Pastorek, MS 460 Admissions – Medical Medical School Admissions reporting. Supply Chain – Inventory Supply Chain/Inventory AdmissionsMgmt – Processing Man Admission processing reports only for the admissions relatedJennifer offices. Pastorek, MS 460 Auxiliary Services Auxiliary Services related reports. Telecomm-Cellular, Parking, etc. Supply Chain – Material Supply Chain/Material FinanceMgmt – Account Payable Man Accounts Payable related reports. Jennifer Pastorek, MS 460 Finance – Chart of Accounts Chart of Accounts related reports. Supply Chain – Supply FinancePurchasing – Controller Chain/PurchasingReports specifically for the Controller’s area. Jennifer Pastorek, MS 460 Finance – Fixed Assets Finance reports pertaining to Fixed Assets. Supply FinanceSupply – General Chain Accounting – Receiving Chain/ReceivingGeneral Accounting reports. Jennifer Pastorek, MS 460 Finance – Grants Grant related reports. FinanceTreasurer – Legacy – Audit TreasurerLegacy / Audit Reports for Financial Reporting. Sherri Morris, MS 331 Finance – Medical Center Medical Center related reports. Treasurer – Cashiers Treasurer / Cashiers Sherri Morris , MS 331 Finance – Travel & Expense Travel & Expense related reporting. Financial Aid – Audit TreasurerData / General Audit reports for the Office of Financial Aid. Treasurer – General Inquiry Sherri Morris , MS 331 Financial Aid – General Inquiry General inquiry reports for student financial aid. FinancialTreasurer Aid – Health – Legacy Science TreasurerHealth / Legacy Science reports for the Office of Financial Aid. Sherri Morris , MS 331 Financial Aid – Loans Student loan reports for the Office of Financial Aid. Treasurer – Special Treasurer / Special FinancialAccounts Aid – Scholarships AccountsStudent scholarship reports for the Office of Financial Aid.Sherri Morris , MS 331 Financial Aid – State Aid Student state aid reports for the Office of Financial Aid. Financial Aid – Student Employment Student employment reports for the Office of Financial Aid. HR – Academic Affairs HR reports pertaining to Academic Affairs. HR – Budget HR reports pertaining to the Budget office. HR – Equal Opportunity HR reports pertaining to Equal Opportunity. HR – General Inquiry General employee and department reports. HR – Hospital Administration Reports specifically for the managing operation of the Hospital. HR – Human Resources Dept Reports specifically for the HR department only. HR – Payroll Payroll reports specifically for the HR Payroll department only. HR – Student Employment HR reports pertaining to Student Employment. Information Technology Reports created for the departments within Information Technology. Lawson – Accounts Payable Lawson Accounts Payable reports. Lawson – Health Info. Mgt. Lawson human resource Health Information Management reports. Lawson – Human Resources Lawson Human Resources reports. Lawson – Nursing Lawson Nursing reports. Research Submission and award reports for grant proposals from Research and Sponsored Programs (RSP) data. Housing reports for Residence staff Residence Life - General Housing reports Residence Life - Staff Up-to-date course information for academic administrators. Student – Academic Administrators Student – Accessibility Office of Accessibility related reports. Student – Athletics Athletic related reports. Student – Audit Data audit reports for Enrollment Services and the Registrar Office. Student – Continuing Education Continuing Education courses. Student – Course Section, inventory, grading, and catalog information. Student – Enrollment Student and course enrollment reports. Student – Enrollment Analysis Student reports pertaining to Institutional Research or enrollment reporting. Student – Graduation Graduation related reports. Student – International International student and SEVIS related reports. Student – Legacy Legacy Reports for Student Reporting Student - Medical Student reports specific to Medical Students Student – Orientation New student orientation reports. Student – Registrar Reports for the Office of the Registrar. Student – Transfer Transfer and degree audit related reports. Student – Veteran Veteran related reports. Supply Chain – General Inquiry Reports of general nature for spend, requisitions, accounting Supply Chain – Inventory Mgmt Reports for supply chain staff used in managing inventory for the hospital Supply Chain – Material Mgmt Reports for supply chain staff used in managing product usage and updates Supply Chain – Purchasing Reports for purchasing staff to manage requisitions, purchase orders and contracts Supply Chain – Receiving Reports for receiving staff to manager operations in shipping and receiving Treasurer – Audit Data audit reports for the Treasurer’s Office. Treasurer – Cashiers Student accounts cashier reports for the Treasurer’s Office. Treasurer – General Inquiry Student account general inquiry related reports. Treasurer - Legacy Legacy reports for the Treasurer’s Office. Treasurer – Special Accounts Student special accounts reports for the Treasurer’s Office. Web_Report_Viewer_Form.doc Last modified December 15, 2017 Page 3 of 4 Web Report Library Report Viewer Access Form

 Data Custodians: Please sign and forward to the next Data Custodian if more then one Report Role is requested. When form has all the necessary signatures, please send to: Security Administrator, MS 202.

For IT/Security Administrator use only below: Added to security groups by: Signature: Date: Comments:

Web_Report_Viewer_Form.doc Last modified December 15, 2017 Page 4 of 4