Find job aids, documents, and other resources to help with security transactions for Financials users.
FIN security forms & documentation
- Financials role handbook for security liaisons (PDF) - This handbook describes the Core-CT Financials security roles and their duties. The guide will help agencies map staff duties to Financials roles.
- Request financial roles for supplier users (PDF) - There are four Financials roles that suppliers can request in the Supplier Portal.
- Review origins and business units for approver roles (PDF) - Resource for Financials security liaisons to see which approvers are assigned.
- Review purchasing origins (PDF) - Security liaisons can look up existing Purchasing Origins for creating and approving requisitions and purchase orders.
- Review requesters and buyers setup (PDF) - Financial security liaisons can look up a user’s purchasing information by reviewing their requester or buyer setup.
- Review ship to locations (PDF) - Ship to locations are required to request a requester /buyer role through the CO-1092 security request process.
- Review voucher origins (PDF) - Financial security liaisons can view the origin codes assigned to each voucher processor.
- View the Financials segregation of duties spreadsheet (XLS) - View a mapping of different Financials security roles and duties.
- Password reset presentation (PPT) - This presentation provides step-by-step instructions on how to set up the forgotten password feature in Core-CT.