Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information In order to gain or amend access to BOXI, you must use the Service Desk – please use this guide to help you respond correctly to the questions asked in the Service Desk Workflow. Once your request is submitted, it will be sent to the BOXI approver for the area in which you work to give permission for the access. Finally, you will receive an confirming your access or otherwise. To access Service Desk, please go to: birmingham.service-now.com Gaining, or amending Access to, BOXI 4.2

Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information Gaining, or amending Access to, BOXI 4.2 Once logged into the Service Desk, select Self Service, Make a request and then Set up or amend BOXI access

Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information Gaining, or amending Access to, BOXI 4.2 The types of access are as follows Refresh, schedule and save reports: use this option if you just want to refresh and view reports – this is the type of access most users have Create own ad-hoc reports: this option is for people who want to create their own BOXI reports using Webi. If you select this option your request will be subject to extra authorisation checks for permission to access this functionality and you will be expected to undergo some training in Webi Publish standard reports: if you select this option, you are requesting permission to create and amend BOXI reports using Webi and to be able to publish these back to public folders for other users to see. This sort of access is normally restricted to the report authors for the different areas of the business e.g. finance, students etc Create BOXI Universes: the users requesting this option would normally be development staff in IT Services

Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information Gaining, or amending Access to, BOXI 4.2 The types of reports are as follows Financial Reports: these reports are used to return information from the CODA system, Proactis and the purchase card system Research Reporting: these reports are concerned with research accounting and the research data mart HR Reporting: these reports are used to return information from AltaHR Student Reporting: these reports are used to return information from Banner Date Warehouse Reporting: these reports are used to return information from the Data Warehouse

Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information Gaining, or amending Access to, BOXI 4.2 If you select Financial Reporting, you have the options of selecting to run access reports that return CODA, Proactis and Purchase Card information Depending which of these sub options you select, you will have to supply further information in the rest of the form

Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information Gaining, or amending Access to, BOXI 4.2 If you select Financial Reporting, and you are located in the Finance Office, then the Service Desk will detect this and give you the option of access to Finance Office Reports – these are the reports in the folders with the name beginning with “Finance Office” within BOXI

Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information Gaining, or amending Access to, BOXI 4.2 O If you select any sort of financial report, you will need to give further information in order for this request to be completed. Please note that if you do not supply a purchase cardholder for Purchase Card reports or a list of element 2 codes for CODA and Proactis reports then the request cannot be completed and the team responsible for completing the task will have to request more information which will delay its fulfillment.

Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information Gaining, or amending Access to, BOXI 4.2 O The same rules that apply to Finance Reports, apply to Research Reports. If Service Now detects that you work in the Finance Office, it will offer you the opportunity to request access to Finance Office Research reports. You must specify which organisations you require to report on e.g. HISPAN, FINART etc. If you don’t know the organisation you need access to, then this canprobably be derived from the element 2 associated with this area, however, the more information you provide on the request, the quicker it will be completed as it will not have to be referred back for more information

Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information Gaining, or amending Access to, BOXI 4.2 O The same rules that apply to Finance and Research Reports, apply to HR Reports. If Service Now detects that you work in the HR Office, it will offer you the opportunity to request access to Central reports. You must specify which organisations you require to report on e.g. HISPAN, FINART etc. If you don’t know the organisation you need access to. The more information you provide on the request, the quicker it will be completed as it will not have to be referred back for more information

Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information Gaining, or amending Access to, BOXI 4.2 O When requesting access to Student reports within BOXI, if you are simply requiring access to reports that return BANNER information, then you do not need to specify any further information, however, if you need access to reports containing confidential or disability date then you must tick the appropriate box. This will be subject to further authorisation

Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information Gaining, or amending Access to, BOXI 4.2 When requesting access to Data Warehouse reports within BOXI,you must specify an organisation that you want access to in a similar way to that used for Research Reporting. Again, if you are unsure as to what to request, this can probably be derived from the appropriate element 2 code

Make a Request Type of Access Type of Reports Finance Reports Accounting (CODA) Procurement Purchase Cards Finance Office Reports More Information Research Reporting Research Projects (RAS) Finance Office Reports More Information HR Reporting Staff Reporting (AltaHR) HR Training More Information Student Reporting Banner/BIRMS BIRMS: Confidential Reports BIRMS: Disability Reports More Information Data Warehouse Reporting General Student Reports Advanced Student Reports View Student Details More Information Gaining, or amending Access to, BOXI 4.2 To submit the request, first click Order Now ….. ….. and then Submit Order on the next screen. You will be ed with a link to the request which you should keep for your records or in case you need to check the progress of the request with the Service Desk. When the request is complete you will receive a confirmation