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California State University, Long Beach
Office of University Research
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2014 Datawarehouse Training

Dear PI’s, ASM’s Chairs, and Deans

ORSP is pleased to offer a series of training workshops on some of the new grants and contracts financial reporting features offered through the upgraded CFS Data Warehouse-11G. The training will cover pertinent information on G-, RS- and C- funds. Training sessions have been scheduled on the following dates and times.

Day Date Time
Wednesday May 21 10:00 am - 12 noon
Thursday May 22 1:00 pm - 3:00 pm
Thursday June 12 10:00 am - 12 noon
Tuesday July 8 10:00 am - 12 noon

The workshops will be held in the Spidell Technology Center located on the 2nd floor of the Library. Capacity is limited to 20 attendees, so please register early to avoid disappointment. Additional workshops will be scheduled if needed. Training videos and printed guidelines will also be made available on the Foundation and ORSP websites. To register, please email Maria Reyes.

All PIs must have completed a Finance Authority Agreement form in order to access reports of their accounts through the Data Warehouse. If you have not already done so we ask that workshop attendees complete and submit their form prior to the workshop so that they can access their accounts during the training session.

Instructions on Completing Finance Authority Application Form:

Attached is an example of how to complete the FAA form. Below is a quick guide which identifies in the fields that need to be completed.

  1. Section: Applicant information. The account holders CSULB ID, the Department Identification (Dept. Id.), First Name, Last Name, and phone number.

  2. Section: Request Type: For new users please select New Access.

  3. Section: Business Unit: Select LBFDN for the Research Foundation.

  4. Section: Roles: For User Group under the drop down menu select “Campus Community, for Role under the drop down menu select “Data Warehouse”, for Action select “Add”.

  5. Section: Data Warehouse Department Level Access: For Division Name under the drop down menu select “Academic Affairs”, for Sub-Division under the dropdown menu select your College/Division, and for Dept ID type in the Dept Id of the report you need access too.

  6. Section: Applicant Agreement: Please complete the applicant agreement section and select the box indicating you have read the “Confidentiality of Financial Records and Information Policy”.

  7. Please do not complete any field under Administrator Approval or System Security. Leave all fields blank.

  8. Please note that you need to click send, at the bottom right hand corner of the form. It will prompt you to email the form to your direct supervisor. (i.e Level 3-Dean) for approval. All routing of this form is done electronically and access will not be granted until all parties have electronically approved and routed the form to the next level.