»Panther Analytics Access

The Steps

1. Read through the entirety of the Online Training for Student Records
2. Sign the confirmation form
3. (The Panther Analytics team will check for supervisor approval and FERPA completion)
4. Wait for an email that your access is granted. Your role with the university determines which Student Records reports you can view.

The Details

Student Records reports include any reports with class schedule or student information. To request access to these reports or story boards, please begin by reading through the required Student Records Online Training. The Panther Analytics team will be notified when you sign the confirmation form near the end of the online document. Following this, we will request approval from your supervisor, and also verify that you have completed the FERPA (Family Educational Rights and Privacy Act) course from HR.

If your supervisor approves and if the FERPA course has been completed, you will be notified via email that you have been granted access.

Student Records reports are divided into summary and detail levels of information. Summary-level reports provide only class schedule information or student aggregates. Detail-level reports provide information associated with identifiable students. Your role with the university will determine which level of access you receive.

The Steps

1. Have your supervisor/budget manager send the email described below.
2. Your access to both PeopleSoft and Panther Analytics Finance is ready when the Service Desk ticket is resolved. Your supervisor/budget manager will receive that notification.

The Details

Finance reports in Panther Analytics require Finance chartfield security in PeopleSoft Finance. Your budget manager or supervisor will need to submit an email to servicedesk@chapman.edu requesting your access to chartfields that will be used for PeopleSoft Finance & Panther Analytics reporting.

The subject line should be: "PeopleSoft Finance Chartfield Security Access." The body of the email must provide the chartfield (department/program/project) numbers and account access (non-comp/student-comp/all-accounts) that you will be given access to.

If you already have access to reports in PeopleSoft Finance but not Panther Analytics, write to servicedesk@chapman.edu with the subject line: "Panther Analytics Finance access," and use the body of the email to explain that you already have finance chartfields and need only Panther Analytics Finance.

The Steps

1. Have your budget manager/supervisor send the email described below regarding Finance chartfields.
2. When this request is resolved, your budget manager/supervisor will receive a notification.
3. Send the second email described below for access to the HR report specifically. Start at this step if you already have Finance chartfields assigned to you.
4. (The Panther Analytics team will work with HR to confirm your access.)
5. Your access is granted when the request is resolved.

The Details

Note that if you are requesting the Student Worker Supervisor report, you must also follow the instructions for Student Records if you don't have that access already.

Human Capital/Human Resources reports rely on chartfields from PeopleSoft Finance. If you do not have chartfields in PeopleSoft Finance, your budget manager or supervisor will need to submit an email to servicedesk@chapman.edu requesting your access to chartfields that will be used for Human Resources reports in Panther Analytics.

The subject line should be: "PeopleSoft Finance Chartfield Security Access for PA HR." The body of the email must provide the chartfield (department/program/project) numbers and account access (non-comp /student-comp/all-accounts) that you will be given access to.

When this request has been resolved, send an email to servicedesk@chapman.edu requesting access to the HR report you are trying to view. The Panther Analytics team will consult with HR for the appropriate approvals. HR will contact your supervisor.

The subject line should be: "Panther Analytics HR Access". Use the body of the email to identify the HR report you're requesting and to affirm that you already have chartfields assigned to you in PeopleSoft Finance.

The Steps

1. Have your budget manager/supervisor send the email described below regarding Payroll chartfields.
2. When this request is resolved, your budget manager/supervisor will receive a notification.
3. Send the second email described below for access to the Payroll reports specifically. Start at this step if you already have Payroll chartfields assigned to you.
4. (The Panther Analytics team will work with Payroll to confirm your access.)
5. Your access is granted when the request is resolved.

The Details

Note that if you are requesting a report with FWS (Federal Work Study), you must also follow the instructions for Student Records if you don't have that access already.

Payroll Panther Analytics reports require Payroll chartfield security--separate from Finance chartfield security--and require Payroll department and VP approval due to the sensitive personnel data contained in these reports. Your budget manager or supervisor will need to submit an email to servicedesk@chapman.edu requesting your access to chartfields that will be used for Panther Analytics Payroll reporting.

The subject line should be: "PeopleSoft Payroll Chartfield Security Access". The body of the email must provide the chartfield (department/program/project) numbers and account access (all-comp/student-comp accounts) that you will be given access to.

When this request has been resolved, send an email to servicedesk@chapman.edu requesting access to the Payroll report(s) you are trying to view. You must be specific. View which reports are available if you're not sure. The Panther Analytics team will consult with Payroll for the appropriate approvals.

The subject line should be: "Panther Analytics Payroll Access". Use the body of the email to identify the specific Payroll reports you're requesting and to affirm that you already have payroll chartfields assigned to you.