Problem

Someone needs access to the General Ledger in Colleague.

Environment

Colleague Production

Resolution

1. For each person to add, collect their ID, First Name, Middle Name, Last Name, and Department.
2. Log in to UI Prod
3. Navigate to SOD
   1. Use Email
   2. "Opers Equiv" = yes
   3. Name = {Firstname Lastname, Department}
   4. Org Entity ID = Employee ID
   5. User Interface = WEB
   6. Security classes:
      1. CF-WA.BUDGET.ONLY
      2. LO
4. Save
5. Navigate to SVM
   1. Look up using ID
   2. Staff Code = FML initials
      1. Needs to be unique. Use something else if already used.
   3. Operator ID = username (from WEB email)
   4. Staff = STAFF
   5. Status = C (Current)
   6. Privacy Access
      1. Add "D" record
      2. Also add "X" record
   7. Comments
      1. Add "WA BUDGET ONLY USER"
6. Save
7. Go to AROR
   1. Search using ID
   2. Add record
      1. "General Ledger User"
   3. Start date = today
8. Save

Cause

Requested

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