Online and in some cases in-person courses are required for new users of the Finance System (PeopleSoft) and Financial Reporting System (CU-Data), including personnel involved in entering journal entries and personnel needing access to run on-demand reports. CU Marketplace is the university’s purchasing and payment processing system that enables online shopping.
In order to obtain access to these systems, please follow the steps below:
Determine what roles you need and the corresponding training requirements. See chart below for details of roles and required trainings.
Take appropriate online trainings in SkillSoft. SkillSoft can be accessed through your UCD Access Portal.
Please refer to the How to Guide for details on finding a specific training in SkillSoft
Once training is completed, please wait until the next business day to submit a request for access in CU Identity Manager. Note: You must be connected to the university network via on-campus connection, VPN, or remote access.
Requesting Access in CU Identity Manager
Please note that multiple approvals must be completed before access is granted.
If you need CIW access, complete the CIW Access Request Form located here under the ‘How do I request access?’ section.
After the form is completed and signed by you and your supervisor, select the Yellow ‘Submit to Data Approver Button’ for the next levels of approval.For more information about Financial System Access and Training, please contact your Finance Access Coordinator at firstname.lastname@example.org.