INSTRUCTIONS: 1) Pick the colored tab for the chart element you wish to terminate: [Note that if you are terminating all index codes associated with a Fund, an Org,or a Program, the orphaned element (Fund, Org or Program) must also be terminated] Index Form - Terminate Index only (Fund, Org & Program all remain open) Fund Form - Terminate one Fund and up to five associated Index codes Org Form - Terminate one Organization and up to five associated Index codes Prog Form - Terminate one Program and up to five associated Index codes 2) On the appropriate form, fill in the yellow highlighted boxes for the elements to be terminated. Current titles and associated data will populate from the appended lookup lists. Note that if you are terminating all index codes associated with a Fund, an Org, or a Program, the orphaned Fund, Org or Program must also be terminated. 3) Fill in the effective date, description and signature sections. 4) Submit completed forms… via Campus Mail to: FOAPA / Kerr Administration Bldg. --- OR --- in Person to: Budget & Fiscal Planning / A510 Kerr Administration --- OR --- via PDF e-mailed to: [email protected] Oregon State University Banner Finance (FIS) Chart Element Request Form FUND / ORG / PROGRAM / INDEX Index: Type of Request: Add Change X Terminate Effective: ___________ F/O/P Code: Code Type: ___ F** ___ O*** ___ P F FUND* (Include source, intended use, restrictions, and responsible person or entity in description) ** ___ Grant #: O ORGANIZATION* (Include justification in description) ***Major Org Authorized ____ Yes ____ No MAJOR ORG (Used for HRIS Home, Distribution and Timekeeping; must exist in FIS) Request Denied, see Comments below: _______ P PROGRAM* (Include justification in description) X INDEX* (Unique Combination of Fund, Org and Program) - F/O/P Code (Opt.) Prefix (3) Title (29 char. max.) Predecessor Data Entry Y/N F/O/P only F/O/P only Description of Intended Use / Reason for Request: * FUND/ORG/PROG (INDEX) Combinations (at least one combination required when adding a new F/O/P element): Fund: Organization: Program: Prefix (3) Index Title (max 29 char) Index Code (opt.): Requested by: Printed Name of Requestor Signature Date Unit Phone ext. Printed Name of Administrator Signature Date College or Executive Unit Phone ext. >>>>> Route Completed Forms to: "FOAPA Chart Element Requests, Kerr Administration Bldg." A yellow verification copy will be returned. <<<<< Approvals and Data Entry (Authorized Use Only): ___ Budget (Budgeted Op Funds, Org, Prog, Activity) _____ _____ Signature:_______________________________________________Date:_______________ ___ Business Affairs (Desig Op, Aux & Other Funds) _____ _____ Signature:_______________________________________________Date:_______________ ___ Research Accounting (Restricted Funds) _____ _____ Signature:_______________________________________________Date:_______________ Apprvd Denied Comment: Termination Checkpoints: Major Org Updates: Banner Updates: Banner Updates: FGIBDST / FGITBAL NBAPOSN - RT / FRAGRNT / FTMPROG / NBAPOSN - Index PEAEMPL - Home / FTMFUND / FTMACCI / NBAPOSN - Activity PEAEMPL - Dist / FTMORGN / / NBAJOBS - Index NBAJOBS - TS / PTVORGN (mjr) / / Initial / Date Initial / Date Initial / Date OSUFF-005.xls 03/00 Oregon State University Banner Finance (FIS) Chart Element Request Form FUND / ORG / PROGRAM / INDEX Index: Type of Request: Add Change X Terminate Effective: ___________ F/O/P Code: Code Type: ___ F** ___ O*** ___ P F X FUND* (Include source, intended use, restrictions, and responsible person or entity in description) ** ___ Grant #: O ORGANIZATION* (Include justification in description) ***Major Org Authorized ____ Yes ____ No MAJOR ORG (Used for HRIS Home, Distribution and Timekeeping; must exist in FIS) Request Denied, see Comments below: _______ P PROGRAM* (Include justification in description) X INDEX* (Unique Combination of Fund, Org and Program) F/O/P Code Prefix (3) Title (29 char. max.) Predecessor Data Entry Y/N F/O/P only F/O/P only Description of Intended Use / Reason for Request: * FUND/ORG/PROG (INDEX) Combinations (at least one combination required when adding a new F/O/P element): Fund: Organization: Program: Prefix (3) Index Title (max 29 char) Index Code (opt.): Requested by: Printed Name of Requestor Signature Date Unit Phone ext. Printed Name of Administrator Signature Date College or Executive Unit Phone ext. >>>>> Route Completed Forms to: "FOAPA Chart Element Requests, Kerr Administration Bldg." A yellow verification copy will be returned. <<<<< Approvals and Data Entry (Authorized Use Only): ___ Budget (Budgeted Op Funds, Org, Prog, Activity) _____ _____ Signature:_______________________________________________Date:_______________ ___ Business Affairs (Desig Op, Aux & Other Funds) _____ _____ Signature:_______________________________________________Date:_______________ ___ Research Accounting (Restricted Funds) _____ _____ Signature:_______________________________________________Date:_______________ Apprvd Denied Comment: Termination Checkpoints: Major Org Updates: Banner Updates: Banner Updates: FGIBDST / FGITBAL NBAPOSN - RT / FRAGRNT / FTMPROG / NBAPOSN - Index PEAEMPL - Home / FTMFUND / FTMACCI / NBAPOSN - Activity PEAEMPL - Dist / FTMORGN / / NBAJOBS - Index NBAJOBS - TS / PTVORGN (mjr) / / Initial / Date Initial / Date Initial / Date OSUFF-005.xls 03/00 Oregon State University Banner Finance (FIS) Chart Element Request Form FUND / ORG / PROGRAM / INDEX Index: Type of Request: Add Change X Terminate Effective: ___________ F/O/P Code: Code Type: ___ F** ___ O*** ___ P F FUND* (Include source, intended use, restrictions, and responsible person or entity in description) ** ___ Grant #: O X ORGANIZATION* (Include justification in description) ***Major Org Authorized ____ Yes ____ No MAJOR ORG (Used for HRIS Home, Distribution and Timekeeping; must exist in FIS) Request Denied, see Comments below: _______ P PROGRAM* (Include justification in description) X INDEX* (Unique Combination of Fund, Org and Program) F/O/P Code Prefix (3) Title (29 char. max.) Predecessor Data Entry Y/N F/O/P only F/O/P only Description of Intended Use / Reason for Request: * FUND/ORG/PROG (INDEX) Combinations (at least one combination required when adding a new F/O/P element): Fund: Organization: Program: Prefix (3) Index Title (max 29 char) Index Code (opt.): Requested by: Printed Name of Requestor Signature Date Unit Phone ext. Printed Name of Administrator Signature Date College or Executive Unit Phone ext. >>>>> Route Completed Forms to: "FOAPA Chart Element Requests, Kerr Administration Bldg." A yellow verification copy will be returned. <<<<< Approvals and Data Entry (Authorized Use Only): ___ Budget (Budgeted Op Funds, Org, Prog, Activity) _____ _____ Signature:_______________________________________________Date:_______________ ___ Business Affairs (Desig Op, Aux & Other Funds) _____ _____ Signature:_______________________________________________Date:_______________ ___ Research Accounting (Restricted Funds) _____ _____ Signature:_______________________________________________Date:_______________ Apprvd Denied Comment: Termination Checkpoints: Major Org Updates: Banner Updates: Banner Updates: FGIBDST / FGITBAL NBAPOSN - RT / FRAGRNT / FTMPROG / NBAPOSN - Index PEAEMPL - Home / FTMFUND / FTMACCI / NBAPOSN - Activity PEAEMPL - Dist / FTMORGN / / NBAJOBS - Index NBAJOBS - TS / PTVORGN (mjr) / / Initial / Date Initial / Date Initial / Date OSUFF-005.xls 03/00 Oregon State University Banner Finance (FIS) Chart Element Request Form FUND / ORG / PROGRAM / INDEX Index: Type of Request: Add Change X Terminate Effective: ___________ F/O/P Code: Code Type: ___ F** ___ O*** ___ P F FUND* (Include source, intended use, restrictions, and responsible person or entity in description) ** ___ Grant #: O ORGANIZATION* (Include justification in description) ***Major Org Authorized ____ Yes ____ No MAJOR ORG (Used for HRIS Home, Distribution and Timekeeping; must exist in FIS) Request Denied, see Comments below: _______ P X PROGRAM* (Include justification in description) X INDEX* (Unique Combination of Fund, Org and Program) F/O/P Code Prefix (3) Title (29 char. max.) Predecessor Data Entry Y/N F/O/P only F/O/P only Description of Intended Use / Reason for Request: * FUND/ORG/PROG (INDEX) Combinations (at least one combination required when adding a new F/O/P element): Fund: Organization: Program: Prefix (3) Index Title (max 29 char) Index Code (opt.): Requested by: Printed Name of Requestor Signature Date Unit Phone ext. Printed Name of Administrator Signature Date College or Executive Unit Phone ext. >>>>> Route Completed Forms to: "FOAPA Chart Element Requests, Kerr Administration Bldg." A yellow verification copy will be returned. <<<<< Approvals and Data Entry (Authorized Use Only): ___ Budget (Budgeted Op Funds, Org, Prog, Activity) _____ _____ Signature:_______________________________________________Date:_______________ ___ Business Affairs (Desig Op, Aux & Other Funds) _____ _____ Signature:_______________________________________________Date:_______________ ___ Research Accounting (Restricted Funds) _____ _____ Signature:_______________________________________________Date:_______________ Apprvd Denied Comment: Termination Checkpoints: Major Org Updates: Banner Updates: Banner Updates: FGIBDST / FGITBAL NBAPOSN - RT / FRAGRNT / FTMPROG / NBAPOSN - Index PEAEMPL - Home / FTMFUND / FTMACCI / NBAPOSN - Activity PEAEMPL - Dist / FTMORGN / / NBAJOBS - Index NBAJOBS - TS / PTVORGN (mjr) / / Initial / Date Initial