INSIGHT ACCESS REQUEST FORM
SECTION 1
USER ID FIRST NAME MIDDLE INITIAL LAST NAME DATE SUBMITTED
USER EMAIL ADDRESS
ACCESS NEED ENVIRONMENT
NEW INSIGHT ID MODIFY ACCESS FOR EXISTING ID DELETE ID TEMPORARY HOLD ON ID CUAT PRODUCTION
SECTION 2
As applicable to the user, mark each box with an X or the otherwise appropriate information.
OBIEE ROLES - Must select ONLY ONE from this category.
AUTHOR - Create, Edit, Share Reports CONSUMER -View Detailed and Summary Data CONSUMER - View Summary Data ONLY
ROW LEVEL ACCESS Identify Department and Agency/Agencies if further restriction is needed. Type in the appropriate organization codes for all requested organization levels.
**Optional entries: list additional requested organization/POI restrictions if applicable.
DEPARTMENT
**ORG LEVEL 5
AGENCY/AGENCIES
**ORG LEVEL 6
**ORG LEVEL 2
**ORG LEVEL 7
**ORG LEVEL 3
**ORG LEVEL 8
**ORG LEVEL 4
**POI
IF CONTRACTOR, THE EXPIRATION DATE IS REQUIRED EXPIRATION DATE
YES NO
SECTION 3
ROLE BASED ACCESS (As applicable to the user, mark each box with an X). *** If “Personnel - All” is selected, you do not need to select other Personnel roles.
PERSONNEL - ALL
Grants access to all personnel related data.
Grants access to all personnel related data with the exception of the following
PERSONNEL - BASIC
personnel roles: Diversity, PII, Union Designation, Disability/Veterans Designation.
PERSONNEL - DIVERSITY
Grants access to view ethnicity and race information.
PERSONNEL - SOCIAL SECURITY NUMBER
Grants access to view social security number only.
PERSONNEL - UNION DESIGNATION
Grants access to view union information.
PERSONNEL - DISABILITY AND VETERANS DESIGNATION
Grants access to view Disability and Veterans Designation information.
Grants access to view additional sensitive information such as performance
PERSONNEL - OTHER SENSITIVE
ratings and wage garnishment data.
ABCO
Grants access to accounts billing and collections information.
ABCO Claims
Grants access to Non-Sensitive ABCO Claims information.
PAYTA (To view Personnel data in PAYTA, select the appropriate sub-role
above.)
Grants access to payroll and Time and Attendance data.
PMSO (To view Position sub-role data in PMSO, select the appropriate
sub-role above.)
Grants access to position management data.
EmpowHR (To view EmpowHR sub-role data in Work Force Prole, select
the appropriate sub-role above.)
Grants access to EmpowHR data.
TMGT
Grants access to table management data.
MASC
Grants access to Management Accounting Structure Codes System data.
RETM Master
Grants access to retirement Information.
RETM Claims
Grants access to retirement claims information.
HUD Biweekly
Grants access to Department of Housing and Urban Development data.
HUD YTD
Grants access to Department of Housing and Urban Development Ytd. data.
webTA
Grants access to Time and Attendance data.
SETS
Grants access to Security Entry Tracking.
EPIC
Grants access to Entry, Processing, Inquiry, and Correction System data.
ADDITIONAL NOTES:
FORM AD-3042 (Revised 8/16)
Instructions for the Insight Access Request Form
The following instructions provide guidance to assist with completion of the Insight Access Request Form:
Section 1
User ID - Populate with the user’s existing NFC User ID.
Date Submitted - Populate with the date (mm/dd/yy) the form is submitted to NFC.
Name - Populate with the user’s rst, last name and middle initial.
User Email Address - Populate with user’s email address.
Access Need
Check the appropriate box to indicate whether the request is to create a new Insight ID, modify an existing ID,
delete an existing ID, or put a temporary hold on an ID (e.g., medical leave).
Environment
Check the appropriate box to indicate the instance of the system required. To request access to the pre-production
environment (for testing activities), check the CUAT box. To request access to the production environment, check
the Production box. Please note, both boxes can be checked if appropriate.
Section 2
OBIEE Roles
Denes what actions the user can complete in Insight. Check the appropriate box to indicate the role requested.
Only one role should be checked.
OBIEE Author – Allows user “create/edit/share” access to reports at detailed and summary level.
OBIEE Consumer – Allows user “read-only” access to reports.
- Consumer (Detailed and Summary Data) – Allows user to drill down within reports to more specic employee
data.
- Consumer (Summary Data Only) – Allows user to view summary employee data without drill-down capability.
Row Level Access
Denes the level of organizational data the user can see in Insight. Complete this section to indicate requested
organizational data (e.g., Agency, Sub-Agency, Directorate). For example, a user with limited access to
organizational data (e.g., Org level 4 only) should complete the access form down to the Org Level 4 line.
Conversely, a user that requires access to all organizational data (all data at the Agency level and below) should
complete the access form down to the Agency line.
Note:
• Users that require access to all Org levels within their Agency, should complete the Department and Agency
lines only.
• Users that require cross-Agency access should list the multiple Agencies that are needed.
• The more Org Levels listed, the more restricted the data access for the user.
Contractor
Indicate if the user is a Contractor (Y/N). System access expiration date should be completed for all Contractors.
Section 3
Role Based Access
Role Based Access indicates the type of data elements that can be viewed within the system (e.g., Personnel,
ABCO, PAYTA, PMSO, and EmpowHR). To request access to view all Personnel data elements, select “Personnel
–All”. To request access to view all non-sensitive Personnel data, select “Personnel – Basic”. Otherwise, select the
appropriate Personnel role(s) for the user.
Note: ABCO, PAYTA, PMSO, and EmpowHR are separate from the personnel roles and are not included in the
“Personnel –All” role.
Additional Notes
If any mandatory elds were not completed, please provide an explanation here.