Access Role Types:
Discuss with your supervisor and/or unit what you need to be able to see and do regarding Cost Transfers, including Salary Cost Transfers & Benefits Costs Transfers.
- Inquiry: Do you need to be able to look up Cost Transfer transactions?
- Initiator: Do you need to be able to reallocate salary or benefits costs?
- Approver: Do you need to be able to approve a colleague's Cost Transfer transaction?
Training Requirements
Depending on the type of access you need, there may or may not be required training.
Inquiry: no required training.
Initiator: Salary Cost Transfer training is required.
Approver: Salary Cost training is recommended.
SARA Roles to Request
Once you have decided what access is needed for your job and you have completed any required or recommended training, you can submit your SARA request with the respective roles for Inquiry, Initiator, and/or Approver.
Review our Access webpage for more information about the SARA request process.
Screenshot of a SARA request with the separate the Inquiry, Initiator, and Approver roles to select. See table below for a description and more details about what UCPath pages these roles provide access to.
| Business Area | System Function/ Transaction | Access Level | Gains Access to the following UCPath Pages | Description |
|---|---|---|---|---|
| CA/GL | Funding Entry | Inquiry | Funding Entry, Funding Entry Inquiry, Funding Reallocation Logs | Provides view-only access to view funding details, including new approvals and current funding statues. |
| CA/GL | Salary Cost Transfer | Inquiry | Review Retro Distribution, Review Salary Cost Transfer | Provides view-only access to SCT and DR transaction changes. |
| CA/GL | Benefit Cost Transfer | Inquiry | Review Benefit Cost Transfer | Provides view-only access to transactions saved, submitted, awaiting approval, or approved for benefit cost changes. |
| CA/GL | Work Study | Inquiry | Work Study Award Table | Provides view-only access to view a student's work study award amount and current balance. |
| CA/GL | Salary Cost Transfer | Initiator | Process Direct Retro, Process Salary Cost Transfer, Review Retro Distribution, Review Salary Cost Transfer | Provides access to SCT & DR Initiator and Inquiry paged. |
| CA/GL | Benefit Cost Transfer | Initiator | Process Benefit Cost Transfer Review, Benefit Cost Transfer | Provides access to BCT Initiator and Inquiry Pages. |
| CA/GL | Salary Cost Transfer | Approver1 | Review Retro Distribution, Review Salary Cost Transfer | Provides access to review and approve Salary Cost Transfers. |
| CA/GL | Benefit Cost Transfer | Approver1 | Review Benefit Cost Transfer | Provides access to review and approve Benefit Cost Transfers. |