This document contains information on how the Unit Security Contact (USC) can use the Contracts+ increment in the Security Application (SecApp) to request Contracts+ profiles and approval queue settings. The Contracts+ increment is for USCs who will be requesting access for individuals within a department or unit who need profile and approval queue assignments to complete their Contracts+ responsibilities for their department or unit.

Below is a list of profiles and approval queues that are available in the Contracts+ increment:

• Contract Requestor
  • • Description: Can do everything necessary to create a Contract Request form and submit it for approval.
• Contract Approver
  • • Description: Can approve, reject, or return Contract Request Form or a contract within their approval queue.
    • Queue Assignment Options:
      • Unit Head
      • Dean/Director
      • Chancellor/Vice Chancellor (prior approval should be received before requesting)

User Requirement

Before an access request for Contracts+ can be processed, the user must complete the confidentiality statement in Ability LMS: https://go.uillinois.edu/contractstatement.

If the user the USC is making the access request for has not completed the Confidentiality Statement, the USC will see the following error:

Process an ADD request

Once in the SecApp using either Google Chrome or Mozilla Firefox, the USC will need to select Banner Finance from Security Main Menu.

1. Select Finance User Access
   1. If a check is seen under Current Access, proceed to the Contracts+ increment.
   2. If no check is seen under Current Access, complete Finance User Access request. Save and proceed to the Contracts+ increment.
2. Select Contracts+ from the Banner Finance Security Increments list. Requesting the Contract Requestor Profile
3. Select Contract Requestor
4. Select Action: ADD
5. Save
6. Select View/Submit Request

Requesting the Contract Approver Profile

1. Open Settings associated with Contract Approver
2. Select the appropriate queue(s) for the user request
   1. 1. If Unit Head and/or Dean/Director approval queue request, select Chart of Accounts, Department, and approval queue assignment for the user request
         1. If Unit Head or Dean/Director approval is delegated, documentation must be maintained by the unit documenting this delegation of authority.
      2. If Chancellor/VC approval queue request, select Chart of Accounts, College, and approval queue assignment for the user request
         1. Requests for this approval queue should be pre-approved by the unit head and/or appropriate college leadership before being submitted.
         2. If Chancellor/VC approval is delegated to someone other than a Chancellor, Vice Chancellor, or AVP, documentation must be maintained by the unit documenting this delegation of authority.
3. Select Action: ADD
4. Save
   
5. Return to Contracts+ increment
6. Select View/Submit Request

Process a DELETE request

Once in the SecApp using either Google Chrome or Mozilla Firefox, the USC will need to select Banner Finance from Security Main Menu and then select Contracts+ from the Banner Finance Security Increments list.

Scenario 1: If the user has Contract Requestor role and the request is to remove all access.

1. At the Contract Requestor profile level, select Action: Delete.
2. Save
3. Select View/Submit Request

Scenario 2: If the user has Contract Approver role with multiple approval queue assignments and the request is to remove all access.

1. At the Contract Approver profile level, select Action: Delete.
2. Save
3. Select View/Submit Request

Scenario 3: If the user has Contract Approver role with multiple approval queue assignments and the request is to remove specific queue assignment.

Option A (adjust current access)

1. Open Settings associated with Contract Approver
2. Select the appropriate queue to RETAIN for the user
   1. If Unit Head or Dean/Director approval queue request, select Chart of Accounts, Department, and approval queue assignment for the user request
   2. If Chancellor/VC approval queue request, select Chart of Accounts, College, and approval queue assignment for the user request
3. Select Action: ADD
4. Save
5. Select the appropriate queue to DELETE for the user
   1. If Unit Head or Dean/Director approval queue request, select Chart of Accounts, Department, and approval queue assignment for the user request
   2. If Chancellor/VC approval queue request, select Chart of Accounts, College, and approval queue assignment for the user request
6. Select Action: DELETE
7. Save
8. Return to Contracts+ increment
9. Select View/Submit Request

Option B (remove all current access and submit a new request entirely)

1. At the Contract Approver profile level, select Action: Delete.
2. Save
3. Select View/Submit Request.
4. Open Settings associated with Contract Approver
5. Select the appropriate queue(s) for the user request
   1. 1. If Unit Head or Dean/Director approval queue request, select Chart of Accounts, Department, and approval queue assignment for the user request
      2. If Chancellor/VC approval queue request, select Chart of Accounts, College, and approval queue assignment for the user request
6. Select Action: ADD
7. Save
8. Return to Contracts+ increment
9. Select View/Submit Request