UAFR - Adding Unit Specialists

Adding Unit Specialists

Use these steps to add a Unit Specialist in the Biennial Inventory system.

  1. Log in to Biennial Inventory.
  2. Move your mouse over the Admin tab and select Manage Roles.
  3. Click the Add Unit Specialist link.
  4. In the Select Role Details window, select the appropriate Chart and Org combination in the Unit field.
    NOTE: You may need to turn off pop-up blockers in your browser to see this window.
  5. Change the default Start Date if needed.
  6. Change the default End Date if needed.
  7. Type the Unit Specialist’s UIN or NetID in the UIN/Netid field.
  8. Select the appropriate university, if needed.
  9. Click the Add User button.
    NOTE: This closes the Select Role Details window.
  10. Confirm that the correct person was added on the Manage Roles page.
  11. Click the Logout link in the top right corner when you’re done.

To change or remove a Unit Specialist, use the following steps.

  1. Log in to Biennial Inventory.
  2. Move your mouse over the Admin tab and select Manage Roles.
  3. Click the Role heading to sort by role name.
  4. Scroll down, if needed, to find the Unit Specialist in the list.
  5. To remove a Unit Specialist, skip to step 8. To change a Unit Specialist’s end date information, click the Edit button.
    NOTE: This opens the Select Role Details window.
  6. Change the End Date as needed.
  7. Click the Save Changes button. Skip to step 10 if you’re done with changes.
    NOTE: This closes the Select Role Details window.
  8. Click the Delete button next to a Unit Specialist’s name to remove him or her.
  9. Click the OK button.
  10. Click the Logout link in the top right corner when you’re done.




Keywords:Adding Unit Specialists   Doc ID:119237
Owner:Erik O.Group:University of Illinois Training and Development Resources
Created:2022-06-23 11:05 CDTUpdated:2022-06-23 11:07 CDT
Sites:University of Illinois Training and Development Resources
CleanURL:https://answers.uillinois.edu/uafr-adding-unit-specialists
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