Name R/O/C Enter Request Type R The initial letter of your request type (e.g. “A” for ADD), or select from the drop-down menu. Note: The following options are available: ADD, MODIFY, DISABLE, and RE-ENABLE. Segment Type R The initial letter of the segment type (e.g., “R” for ROOT), or select from the drop-down menu. Note: The following options are available: ORG, FUND, ACTIVITY, SUBACTIVITY, and ROOT. OBJECT values can only be requested by Client Services. R The 5-digit faculty root value that you are requesting. Select the Type of Value. Once a value has been set up in CSMA as a particular type, it cannot be altered later. For example, a value cannot be set up as B-Budget-only Child and then changed to allow posting at a later date. If You Select Then Go To (Allow budgeting and posting) Click . Step 6 B-Budget-only Child (Allow budgeting, but not posting) Click . Note: Budget-only screens are the same as ADD Child screens, but have limited choices and derived fields. CSMA will open the appropriate input screens needed to complete your request. Review the ADD building root, Step 16 P-Parent (No budgeting and no posting Click . Note: Parent requests display the same two screens for all value, segment, and type requests. CSMA will open the appropriate input screens needed to complete your request. “Requesting Non-RSO Fund Values” work instruction, Step 25 CSMA will validate the value you are requesting at this point. If valid, CSMA will proceed with your request by displaying the screens necessary to complete it. If invalid, you will receive an error message requesting that you enter a valid value. Validation in CSMA is an ongoing process from this point forward until your request is approved.
Field Name R/O/C Enter University ID R The appropriate HUID number using the picklist for this field, or “HUIDMISS” if the faculty member does not yet have a HUID number. You can update the field later. Note: The HUID picklist is updated nightly. Last Name, First Name MI R The name of the faculty member. If you enter a HUID number, this field will be completed by the system and the field will be locked. If no HUID number is available, enter the name as Lastname, Firstname Middle Initial. Note: The faculty name should be written in case. Do not use these characters: !, #, %, _, *, ?, &, \. See the CoA Naming Conventions section in the CSMA User Guide for more information. University ID C This will be provided by the system. If no HUID number is available, “HUIDMISS” will be entered by the system. You should update the field when the HUID is available. Field O Use this field to provide org abbreviation(s) as a suffix to the description. Note: Remove characters from this field if your description length exceeds the maximum number of characters allowed. Root Name R This will be provided by the system based on your entry in the Last Name, First Name MI field. Note: This field is always locked. Primary Managing Org O The primary managing org value from the picklist. Note: The picklist contains all active orgs and is automatically updated whenever an org is added, re-enabled, or disabled. Secondary Managing Org O The secondary managing org value from the picklist. Note: The picklist contains all active orgs and is automatically updated whenever an org is added, re-enabled, or disabled. Attribute 1 C A valid local attribute 1 code from the picklist. Note: See the CSMA User for information on adding or removing values from the picklist. Depending on the value you are requesting, CSMA may request the information in the conditional fields listed above. As a reminder, required fields are yellow, optional fields are white, and gray fields are locked. In the CSMA Manage/View Requests, locked mauve fields show the changes you have previously entered.
Perform one of the following: If You Want To Then Go To Cancel this request Click . At the Caution message, click to delete this request and go to Step 3, or Click to return to the options listed in this step. N/A Save this request and complete it later Click . Note: You will have 21 days from the create date to complete this request. Step 21 Continue with this request (ADD child) Click . Step 18 Continue with this request (MODIFY, RE-ENABLE, or Budget-only) Click . Step 19
CSMA – Success Screen Perform one of the following: If You Want To Then Go To Create a new request Click . Step 4 View details of your request on a printable web page Click . Step 25 You have completed this task. Result You have submitted a request to ADD a child-level ROOT (building) value.