ctcLink Reference CenterResourcesPeopleSoft Security CS SecurityCS 9.2 - SACR Security: Student Financials

CS 9.2 - SACR Security: Student Financials

Purpose: Use this document as a reference for Securing Student Financials in ctcLink.  All users with ZZ SF related security roles will likely also require this additional SACR Security setup in order for Student Financials page/components to properly function.

Audience: Managers approving security access for staff related to Cashiering or Student Financials and College IT Security needing clarity on the access requested.

You must have the ZZ Local Security Admin or ZZ Local SACR Security Admin role for this navigation.  For more information about these two roles, please refer to the CS 9.2 All 'ZZ' Security Roles (Processor) QRG.

Securing Student Financials

Access to a properly functioning Student Financials module is governed by 4 key SACR Security for Student Financials security controls:

When adding values for a user, you must FIRST assign those values to yourself as the Local Security Administrator.  

Also, if you see the warning message below asking to 'Please run the security SQR process' you may ignore this message.  This only applies when a new Item Type has been added and is not needed to ensure the values entered are applied to the user.  The user will see them when the logout and log back in, so long as they have cleared their cache.

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Warning: When a user is attempting to establish their User Defaults (Setup SACR > User Defaults) on the second tab, if the Business Unit and SetID are not set, the system will turn the SetID field red and  will throw an error that the user has entered an invalid value.  Local Security Administrators (LSA) must FIRST set themselves with these values before they can assign it to another user.  LSAs cannot access another user's User Defaults page, only the user can update these values for themself.

Business Unit Security

Navigation:  Set Up SACR > Security > Secure Student Financials > User ID > Business Unit

  1. Navigate to the Business Unit Search Criteria page.
  2. Enter User ID.
  3. Click Search.
  4. If more than one Search Result is returned, click the link in the search results to select the User ID you wish to Add or Change SACR Security on.
Business Unit - Mozilla Firefox
  1. Enter the Business Unit, or click the Look Up (spy glass) icon to select.
  2. The Access Code defaults to Read/Write.  If a college has more than one Business Unit and it is desired that the cashier explicitly NOT have access to a specific Business Unit, enter the Business Unit and set the Access Code to 'No Access.'
Business Unit - Mozilla Firefox
  1. Enter the Cashier's Office location, or click the Look Up (spy glass) icon to search for relevant locations.  Each institution will have unique location values relative to that institution.
  2. To add extra Cashier's Office locations, click the Plus (+) symbol to add a new blank line.
Business Unit - Mozilla Firefox
  1. To explicitly restrict a cashier from processing transactions for a specific location, add the Cashier's Office and set the Access code to 'No Access.'
  2. When done entering Business Units and Cashier Office values, click Save.
Business Unit - Mozilla Firefox
Peninsula College Cashier's Office Valid Values
Cashier's Office Description Campus Location Code
FORKS Forks *** MAIN MAINL
MAIN Main MAIN MAINL
PCENTRAL Pirate Central *** MAIN MAINL
PTOWN Port Townsend *** MAIN MAINL
Olympic College Cashier's Office Valid Values
Cashier's Office Description Campus Location Code
MAIN Main MAIN MAINL
Pierce College District Cashier's Office Valid Values
Cashier's Office Description Campus Location Code
FTLEWIS Fort Lewis MAIN MAINL
FTSTEILA Fort Steilacoom MAIN MAINL
MAIN DELETE MAINL MAINL
MCCHORD McCord MAIN MAINL
PUYALLUP Puyallup MAIN PUYALLUP
Lower Columbia College Cashier's Office Valid Values
Cashier's Office Description Campus Location Code
MAIN Main MAINL MAINL
MAINAR Main AR MAIN MAINL
Clark College Cashier's Office Valid Values
Spokane Community College Cashier's Office Valid Values
COLV 171 SPCC Colville Cashier Offi MAIN SMAIN
DIST1 171 SPCC District Office Cashi MAIN SMAIN
MAGN 171 SPCC Magnuson Cashier MAIN SMAIN
MAIN MAIN MAIN SMAIN
NEWP 171 SPCC Newport Cashier Offic MAIN SMAIN
PARK1 171 SPCC Parking Cashier Offic MAIN SMAIN
REPU 171 SPCC Republic Cashier Offi MAIN SMAIN
Spokane Falls Community College Cashier's Office Valid Values
COLV 172 SPCC Colville Cashier Offi MAIN FMAIN
DIST2 172 SPFL District Office Cashi MAIN FMAIN
FAIR 172 SPFL Fairchild Cashier Off MAIN FMAIN
MAIN Main MAIN FMAIN
PARK2 172 SPFL Parking Cashier Offic MAIN FMAIN
PULL 172 SPFL Pullman Cashier Offic MAIN FMAIN
Tacoma Community College Cashier's Office Valid Values
Cashier's Office Description Campus Location Code
MAIN Main MAIN MAINL
Institution Set Security

Navigation:  Set Up SACR > Security > Secure Student Financials > User ID > Institution Set

  1. Navigate to the Institution Set Search Criteria page.
  2. Enter User ID.
  3. Click Search.
  4. If more than one Search Result is returned, click the link in the search results to select the User ID you wish to Add or Change SACR Security on.
Institution Set - Mozilla Firefox
  1. Enter the Institution Set, or use the Look Up (spy glass) icon to search for and select the Institution (e.g. WA010).
  2. Click Save.
Institution Set - Mozilla Firefox
Origin IDs

Navigation: Set Up SACR > Security > Secure Student Financials > User ID > Origin IDs

  1. Enter the Business Unit (e.g. WA010).
  2. Enter the User ID.
  3. Click Search button if User ID has an entry for this page.  
  4. If no results are returned, click Add a New Value tab and click ADD button.
Origin IDs - Mozilla Firefox
  1. Enter an Origin ID, or use the Look Up (spy glass) icon to search for the desired Origin ID.
  2. Set the desired Access Code (Read/Write Access or No Access).
  3. To add additional rows, click the Plus (+) symbol and select additional Origin IDs.
  4. When done entering, click Save.
Origin IDs - Mozilla Firefox

Value Values for Origin IDs are displayed below.  These values are global in the ctcLink system.

Origin ID Description
00001 Cashiering
00002 Financial Aid
00003 Library
00004 Bookstore
00005 Parking
00006 Housing
00007 Childcare
00008 Admissions Application
00099 Conversion
SetID Security

Navigation: Set Up SACR > Security > Secure Student Financials > User ID > SetID

  1. Navigate to the SetID Search Criteria page.
  2. Enter User ID.
  3. Click Search.
  4. If more than one Search Result is returned, click the link in the search results to select the User ID you wish to Add or Change SACR Security on.
SetID - Mozilla Firefox
  1. Enter the SetID for the desired institution, or use the Look Up (spy glass) icon to search for and select the Institution (e.g. WA010).
  2. Accept the Access Code of Read/Write Access.
  3. Click Save.
SetID - Mozilla Firefox
Additional Cashiering Security

In addition to SACR Security for Student Financials cashiers will need to be added as a New Cashier and Assigned to a Valid Tender.  Please refer to the Quick Reference Guide below for details:

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