Changing a DaFIS User's Organization Assignment

Before You Start . . .

Each user is assigned to one organization in DaFIS. If you move to a new organization, information in the FIS User document needs to be updated. In most cases, your account manager or new supervisor will process the FIS User document, following the steps below.

Step-by-Step . . .

Select the FIS User document from the Chart of Accounts Maintenance documents group.

Enter a tracking number in the Tracking Num field (optional). For example, entering the User ID makes it easy to identify the document from a document search.

Enter a Description of the purpose of your document in the header area.

Click the Search button on your document.

In the User ID field, enter the UCD login ID of the person being added/modified.

If you are not sure of the person's login ID, you can do a search by Name. Use wildcards and the most unusual part of the person's name.

Click Search to return the matching items.

Double-click on the appropriate User Id to return it to your document.

Click the Copy button to copy the information from the Current section to the New section.

Enter the user's new COA and Organization in the New section of the document.

If you do not know the organization code, you can double-click on the blank Organization field to do a lookup.

Click OK to route the document for approval. Your document will route to any existing review hierarchies and then will special conditions route to Accounting for approval.

Select the FIS User document from the Chart of Accounts Maintenance documents group.
Enter a tracking number in the Tracking Num field (optional). For example, entering the User ID makes it easy to identify the document from a document search.
Enter a Description of the purpose of your document in the header area.
Click the Search button on your document.
In the User ID field, enter the UCD login ID of the person being added/modified. If you are not sure of the person's login ID, you can do a search by Name. Use wildcards and the most unusual part of the person's name.
Click Search to return the matching items.
Double-click on the appropriate User Id to return it to your document.
Click the Copy button to copy the information from the Current section to the New section.
Enter the user's new COA and Organization in the New section of the document. If you do not know the organization code, you can double-click on the blank Organization field to do a lookup.
Click OK to route the document for approval. Your document will route to any existing review hierarchies and then will special conditions route to Accounting for approval.