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Office of Planning & Budget
3rd Floor, Kerr Hall
University of California
Santa Cruz, CA 95064
Phone: 831.459.2446
FAX: 831.459.2619
Email: plnbgt@ucsc.edu

© UC Santa Cruz
Maintained by planning@ucsc.edu

Getting an Account: Subject Specific Access

Access to each set of data (a.k.a. "subject area") and/or set of standard reports (a.k.a. "corporate documents") is granted independently. The various subject areas have different access levels that can be granted, different authorizing parties, and sometimes tool-specific access restrictions.

The data sources, basis for granting access, and any tool-specific restrictions for each subject area are defined below.

• Content: Permanent budget and staffing summary and detail, operating budget summary, chart of account and job title hierarchies. Excludes contract and grant funds.
  [More content information]
• Data Source: Financial Managers Workbench
• InfoView XI Access Basis: Campus-wide access.
• Authorizing Party: Academic Division Financial Manager or Academic Support Unit Financial Manager, or higher.

• Content: Building, room, and room use. Excludes individual occupancy.
  [More content information]
• Data Source: FDX (campus space inventory system through Fall 2003) and FacilitiesLink (beginning Fall 2004)
• InfoView XI Access Basis: Campus-wide access.
• Authorizing Party: Academic Division Facilities/Space Manager or Academic Support Unit Facilities/Space Manager, or higher. Application is also reviewed/approved for appropriateness by Capital Planning staff after it is received by the Data Warehouse Team.

• Content: Operating budget, expense, and encumbrance summary and detail; payroll expense and encumbrance detail, chart of account hierarchies. Excludes balance sheet (general ledger) accounts and transaction line item or commodity detail.
• Data Source: FIS Banner (campus financial system) and UCOP Distribution of Payroll Expense
• InfoView XI Access Basis: Campus-wide access.
• Authorizing Party: Academic Division Financial Manager or Academic Support Unit Financial Manager, or higher.

Graduate Student Support (GSS)

• Content:
• Data Source:
• InfoView XI Access Basis: Campus-wide access.
• Authorizing Party:

NTS Billing

• Content:
• Data Source:
• InfoView XI Access Basis: Campus-wide access.
• Authorizing Party:

NTS Call Detail

• Content:
• Data Source:
• InfoView XI Access Basis: Campus-wide access.
• Authorizing Party:

PPS - Employeee Status Only

• Content:
• Data Source: PPS (campus payroll system), UCOP Distribution of Payroll Expense, FIS Banner (campus financial system chart of account hierarchies)
• InfoView XI Access Basis: Campus-wide access to PPS Employee Status Corporate Documents.
• Authorizing Party: Unit’s designated PPS Data Access Grantor (DAG), or higher. When in doubt, please contact UCSC’s PPS Office to confirm the identity of your unit’s PPS DAG.

PPS - Full Report Set

• Content: Employee, appointment and distribution, employment actions, payroll expense and encumbrance detail, chart of account and job title hierarchies. Excludes timesheet information, vacation and sick leave balances, benefit plan elections, evaluations.
• Data Source: PPS (campus payroll system), UCOP Distribution of Payroll Expense, FIS Banner (campus financial system chart of account hierarchies)
• InfoView XI Access Basis: Campus-wide access.
• Authorizing Party: Unit’s designated PPS Data Access Grantor (DAG), or higher. When in doubt, please contact UCSC’s PPS Office to confirm the identity of your unit’s PPS DAG. Infoview XI account holders with report writing access will need to attend a PPS universe specific training within six months in order to keep the access.

Student - Statistics

• Content:
  [More content information]
• Data Source: SIS (campus student information system through Summer 2004), AIS (campus student information system beginning Fall 2004), and SCiiPI (campus course audit and instructional activity system)
• InfoView XI Access Basis: Campus-wide access to statistical Corporate Documents.
• Authorizing Party: Academic Curriculum Manager or Assistant Dean, or Student Affairs Officer.

Student - Detail

• Content: Student demographic, registration, course enrollment, and degree information at specific points in time -- primarily for trend analysis and budget support.
  [More content information]
• Data Source: SIS (campus student information system through Summer 2004), AIS (campus student information system beginning Fall 2004), and SCiiPI (campus course audit and instructional activity system)
• InfoView XI Access Basis: Campus-wide access to statistical Corporate Documents. Campus-wide access to student detail Corporate Documents for those with access to student records through other sources, and who have taken FERPA training from the Registrar’s Office.
• Authorizing Party: Academic Curriculum Manager or Assistant Dean, or Student Affairs Officer.

Workers Comp

• Content: UCSC Workers Compensation claim summary and detail information for the last five years (revolving).
• Data Source: VOS/Valley Oaks System (UCOP’s workers compensation tracking system)
• Business Objects Access Basis: Campus-wide access to University Business Services staff and Office of Planning and Budget staff
• InfoView Access Basis: Access to custom reports sent by University Business Services
• Authorizing Party: Director, University Business Services