Financial Administration

SFS Business Unit Security Administrators (BU Admins)

See the SFS Security page for the process, current form and a link to this page.

Jump to SFS Security Processing

Following are the BU Admins. If there is a "**" next to the e-mail cell, it means Sec Auth should use e-mail scans when forwarding to gather needed signatures:

Campus BU Admin E-mail Address Phone Fax
Colleges Laurie Grigg laurie.grigg@uwc.edu 608-263-3191 608-265-5770
Diana Wollman diana.wollman@uwc.edu 608-263-1697 608-265-5770
Shelley Miller shelley.miller@uwc.edu 608-890-1926 608-265-5770
Eau Claire Jackie Kriesel kriesejd@uwec.edu 715-836-2520 715-836-3632
Dave Gessner gessnedp@uwec.edu 715-836-2517 715-836-2020
Charlotte Spencer spenceca@uwec.edu 715-836-4073 715-836-3632
Extension Jean Storandt (+Grants) jean.storandt@uwex.edu 608-265-6645 608-262-0163
Bob Price (+Grants) bob.price@uwex.edu 608-262-1979 608-262-0163
Janet Waldburger (+Grants) janet.waldburger@uwex.edu 608-265-6787 608-262-0163
Green Bay Lisa Jackovich jackovil@uwgb.edu 920-465-2968 920-465-5104
SuAnn Detampel detampes@uwgb.edu 920-465-2302 920-465-5104
*** For HRS users: Liv Goff lgoff@ohr.wisc.edu ** 608-265-1182 Please email forms
Jen Stenjem jstenjem@ohr.wisc.edu ** 608-265-1182 Please email forms
La Crosse Jason Steiner jsteiner@uwlax.edu 608-785-8550 Please email forms
Sandy Chapman schapman@uwlax.edu ** 608 785-8599 Please email forms
Madison Susie Maloney smaloney@bussvc.wisc.edu 608-890-3220
Madison - DoIT
 David Pagenkopf david.pagenkopf@doit.wisc.edu 608-890-3588  
vacant      

Milwaukee

 Dave Rice (+Grants)

riced@uwm.edu **

414-229-6652 Please email forms
Tom Osmanski osmansk3@uwm.edu ** 414-229-5240 Please email forms
Oshkosh Shawn Kelly kellys@uwosh.edu 920-424-3483 920-424-2240
Lori Worm worm@uwosh.edu 920-424-3033 920-424-2240
Parkside Scott Menke menke@uwp.edu 262-595-2155 262-595-2990
Jennifer Agerholm agerholm@uwp.edu 262-595-2781 262-595-2990
Beth Frederick frederib@uwp.edu 262-595-2608 262-595-2990
Platteville Cathy Riedl-Farrey riedlfac@uwplatt.edu 608-342-1435 608-342-1169
Brian Bird birdbr@uwplatt.edu 608-342-1107 608-342-1236
River Falls Dave Sorenson david.g.sorenson@uwrf.edu 715-425-3905 715-425-0621
Joel Heuschele joel.heuschele@uwrf.edu 715-425-3265 715-425-0621
Stevens Point Bo Dedeker bdedeker@uwsp.edu 715-346-3999 715-346-4011
Terri Chang tchang@uwsp.edu 715-346-4692 715-346-4011
Mark Cychosz mcychosz@uwsp.edu 715-346-4001 715-346-4011
Stout Kim Schulte-Shoberg schulte-shobergk@uwstout.edu 715-232-1285 Please email forms
Sheri Olson olsonsh@uwstout.edu 715-232-2344 Please email forms
Superior Rob Waksdahl rwaksdah@uwsuper.edu 715-394-8350 715-394-8107
Jeff Kahler jkahler@uwsuper.edu 715-394-8473 715-394-8107

System Admin/ Systemwide

 Eric Engbloom eengbloom@uwsa.edu 608-265-5794 608-262-5316
Ginger Hintz ghintz@uwsa.edu 608-262-6010 608-262-5316
Whitewater Joe Kolosso kolossoj@uww.edu 262-472-1375 262-472-1977
Trisha Barber barbert@uww.edu 262-472-2877 262-472-1977
Dawn Marsh marshd@uww.edu 262-472-5674 262-472-1977

SFS Security Processing:

All * fields on form must be filled in, or Security could delay or reject the form.

The latest form must be used, or Security could delay or reject the form. See http://www.uwsa.edu/fadmin/sfs/SFSAuth.pdf.

For adding access (provisioning):

  • User MUST sign - to acknowledge they understand the security to the access they are requesting.
  • Supervisor should sign, to attest the User is an employee and should have access - yet, does not need to sign.
  • Need one signature from a BU Admin.
    • For example, if Laurie Grams signs as the BU Admin for a non-BU Admin, Eric Engbloom does not need to sign for Financials.
    • For BU Admins requesting their own access, see below.
    • The supervisor, BU Admin and even Module Steward could be the same person for some campuses, like Mark Sweet for UWMSN Grants and Carol Block for UWMSN DOIT.
  • If it is UWMSN, need one BU Admin signature for each security module as UWMSN decided to split authorizing for Financial, Grants and Travel.
    • If Travel roles are requested in addition to Financial roles, would need Susie Maloney and Jan Richardson to sign.
    • If Grants in addition to Financial roles, would need Susie Maloney and Mark Sweet to sign.
  • If UWMIL or UWEXT, only need a BU Admin for that campus to sign, even if they are asking for both Financial and Grants roles.
  • If a BU Admin is adding their own access: they sign as user, but need BU Admin signoff from a higher BU Admin or Module Steward.
    • E.g. if a Colleges BU Admin sends in a form for their own access, it needs additional signoff from a System BU Admin (Laurie or Eric) or Diann for separation of powers.
    • BU Admin signer cannot be the backup BU Admin at the same campus.
    • A different BU Admin/Module Steward must sign/authorize for adding access.
  • If new user is not an employee: must indicate in the Additional Information form section that they are consultant, project, etc. Otherwise, Security will not be able to find them and will reject the form.
  • If it is for auditor access:
    • Internal auditor access is controlled by BU Admins at each campus. Do not need Diann to sign. They still get UW_USER.
    • External auditor access (usually LAB, but may be Federal): Diann Sypula MUST sign. UW_Base_User.
    • For clarifications, email uwsaproblemsolvers@maillist.uwsa.edu.
  • *** For HRS roles (UWAP_HR* or any roles in Role Catalog with HRS owner):
    • No longer a special form, since HRS went live.
    • HRS BU Admin MUST sign.
    • Diann Sypula MUST sign as Module Steward
    • UW_Base_User if only UWAP_HR* roles.

For removing access (de-provisioning):

  • If emergency removal of access, call Security Authorizations at 608-265-5591. Then follow up with paperwork.
  • User does NOT need to sign, but can.
  • Supervisor does NOT need to sign, but can.
  • One signature is required by a BU Admin for that user's campus OR a Module Steward. This includes HRS access.
  • Two different people do not need to sign for removing access.
    • If a non-System BU Admin is removing their own roles or roles of their backup BU Admin, they do NOT need ANY additional signoff.
  • If a System Admin (Laurie or Eric) is removing their own roles, they do NOT need additional signoff.
  • If replacing a more powerful role with a less powerful one, it is still adding a new role and follows "adding access" process, including needing a user signature.
  • If moving departments/campuses within the UW: BU Admins should coordinate and not send 2 forms. The new BU Admin should send in a form with the all needed roles for the new position - even if that includes some or all roles from the previous campus. All previous roles will be removed.
  • If removing all access: all roles are removed, including dynamic ones, the UW_Inactive_User role is added and the account is locked.
The SFS Security Authorizations (Sec Auth) group primarily uses faxes to gather missing signatures. They fax to whomever seems appropriate for a campus / security module, but do not contact everyone at a campus:
  • It is the BU Admin responsibility to notify Sec Auth during absences to avoid processing delays. Contact them by e-mail at security.authorizations@doit.wisc.edu, fax at 608-265-0667 or phone at 608-265-5591.
  • If a campus sends a request via e-mail with all known signatures, Sec Auth may be able to use that to forward for other needed signatures.
  • If there is a "**" next to the e-mail cell on this page, it means Sec Auth should use e-mail scans when forwarding to gather needed signatures.

E-mail requests:

  • All needed signatures must be on the form in an attached scanned file.
  • The subject should be “SFS - User Request” to avoid SPAM/junk e-mail filtering.
  • E-mails will be forwarded for missing signatures, which could cause delays.

Signature User ID Proofing Processing Rules (Sec Auth):

  • Note: Please see official training material on WIKI for more detailed process steps.
  • MUST have user signature for adding roles.
  • Should have supervisor signature for adding roles. Does not need to sign.
  • MUST have BU Admin or Module Steward signature for the specific campus the user is from or for A06 see above BU Admin for correct list -- use above rules if any question. (NOTE: Module Steward trumps BU Admin, if in doubt.)
  • MUST time stamp form for date received.
  • MUST validate user in employment system.
  • MUST complete in 2 business days (48) hrs from time of receipt of VALID/CORRECT form.
  • MUST contact BU Admin via email or directly with INVALID form issues as soon as error is detected.
  • MUST contact DAIS Security if there are additional roles written in on form request - As there is no way to tell what Module Steward they belong with.

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Module Stewards are the data owners:

If there is a "**" next to the e-mail cell, it means Sec Auth should use e-mail scans when forwarding to gather needed signatures.
Module Steward E-mail Address Phone Fax
DoIT Carol Block carol.block@doit.wisc.edu 608-265-4646  
Financials Diann Sypula dsypula@uwsa.edu ** 608-265-5792

Please email forms

Grants Mark Sweet masweet@rsp.wisc.edu 608-265-9252 608-262-5111
Travel Stefanie Merucci smerucci@bussvc.wisc.edu 608-262-1123 608-262-5060
  • DoIT module steward is Carol Block.
    • She needs to sign for anyone getting a DoIT role. She may also be the Supervisor and can be considered BU Admin.
    • Carol Block's signature is needed as Module Steward for DoIT role access by functional staff. For example, an employee of Diann's at UWSYS/UWSA is asking for a DoIT role.
  • FINANCIALS has been delegated to BU Admins at each campus from the SFS Change Manager.
    • Diann Sypula's signature is needed as Module Steward for Financial role access by technical staff. For example, a developer at A06 MSN DoIT is asking for a Financial role.
    • If adding an HRS role (UWAP_HR):
      • Supervisor should sign.
      • HRS BU Admin MUST sign.
      • Diann Sypula MUST sign as Module Steward.
    • See above for other specific processing.
  • GRANTS:
    • Only in MSN, MIL, EXT.
    • If the request is from MIL or EXT, then those BU Admins can authorize it, and Mark Sweet does NOT need to sign as Module Steward.
    • All other Grants requests need Mark Sweet to sign. This includes BU Admins adding their own Grants access.
  • TRAVEL:
    • This is only in MSN for now.
    • Stefanie Merucci is the primary approver and only needs to sign once.
  • Any question as to the owner of a role is answered in an SFS Role Catalog file that is maintained for Security.

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As of June 15, 2012. Notify UWSAProblemSolvers@maillist.uwsa.edu of changes.