SIS Security Requests are routed for approval to department authorizers, employees, and school/college/division approvers.  All emails are sent from 'sis-security-requests@g-groups.wisc.edu'

Email subjects include 'APPROVAL NEEDED: SIS Security Request' followed by the specific request ID and employee name.  Emails sent to the employee begin with 'ACTION NEEDED'.

Step 1

• Approvers:  Review the email message to verify the employee has a current appointment in your department or school/college/division
• Employee:   Verify your information

Click the hyperlink to approve or deny the request.  This will open the request in the Evaluate a SIS Security Request function in SIS to approve or deny the request.

Note:  Staff without SIS accounts will receive an email with a link (valid for 10 days only) to an identity verification form for additional authentication. When you complete/approve the identity verification form, wait for the SIS Security Request to open.  If you verify your identity and do not wait for the SIS Security Request to open, or the link expires, the SIS Security Request form will need to be resubmitted. 

Step 2

On the Request/User Information page, review the request type and information about the employee, Department Authorizer, and SIS  Approver.

1. Verify the Request Type (department authorizers may update if necessary).  Note:  Staff with self-service accounts only (instructors, advisors, former students, applicants) will default to New Staff/Transfer and cannot be changed
   
   1. New/Transfer Staff:
      1. New to UW-Madison
      2. New to your department
      3. Current staff in your department who do not currently have SIS access requested by your department
   2. Update Current Account:
      1. Staff who have a SIS account with access previously requested by your department
2. Employee/Employment information, based on information from Human Resources
   
   1. User Account based on information from SIS may display but will be reviewed by Security Authorizations
   2. Department Authorizer information, based on information from Human Resources
   3. SIS Department/Division Approver, based on information from Human Resources
3. If the information is correct on the Request/User Information page, click the Next button at the bottom of the page.

Step 3

On the Add Roles page, review the selections carefully:

1. If you are a department authorizer, you have the ability to update the roles selected by the requester.
2. If you are not the department authorizer, you will not be able to make changes.
3. Use the instructions, notes, and provided links for Role Details for additional information.
4. Click the Previous button at the bottom of the page to go back to the previous page.
5. Click the Next button at the bottom of the page to advance to the next step if the information for Add Roles is correct.

Step 4

If you selected a role on the previous page that will require functional security, review the selections on the Functional Security page and make the appropriate changes.

1. Use the instructions and notes for additional information.
2. Click the Previous button at the bottom of the page to go back to the previous page.
3. Click the Next button at the bottom of the page to advance to the next step if the information for Functional Security is correct.

Step 5

Review the Current Roles page for the current roles associated with the user’s SIS account.

1. Use the Yes/No switch in the Delete Role column; click the switch to "Yes" if you want to delete the corresponding role from the user's SIS account.
2. Click the Previous button at the bottom of the page to go back to the previous page.
3. Click the Next button at the bottom of the page to advance to the next step if the information for Current Roles is correct.

Step 6

Use the Role Summary/Approvals page to review a list of the roles that are part of the user’s request.

1. Review the section for Role Request Summary & Approvals.
   
2. Request Types of New Staff/Transfer will require employee to click the Next button at the bottom of the page to advance to the Compliance page and sign the Compliance agreement.

Step 7

1. If you approve the requested access and authorizations, click the Approve button at the bottom of the page. 
2. If you do not agree with the entire form of requested access and authorizations:
   1. Click the arrow next to the Comments field to add notes to let the requester and employee know why the request is denied.
   2. Click the button for Deny at the bottom of the page.
3. Review the Results page to see status of the request.  Form Actions values are an indication of whether additional approvals are needed:
   1. Approve:  Additional approvals are needed.  Information on who is next in the routing is toward the top left of the page. If routed to more than one person, click on 'multiple approvers' to see the list of approves for the next step (only one needs to approve).  Click on View Approval Route to  view the status of approvals.
      1. Basic Path contains steps for all requests.
      2. Second Stage only applies to requests that require approvals for specific roles.  Requests may be routed to more than area at the same time depending on the role(s) requested.  If more than one area, someone in each area must approve.
   2. Authorize:  No additional approvals are needed. The request is being processed. 
   3. Deny:  You denied the request