Travel and Expense Tools for travelers on state business.
Because of the importance of data security, SFS users have restricted access and ability to act on data in the system.
Depending on the function that is being performed in the system, data security uses one of the following two tools to limit users:
Primary Permission List
Nearly all transaction entry and approval tasks are limited by this list. It controls what Business Units, SetIDs, and Ledgers are available to users to create transactions against and approve. For more information about Primary Permission Lists review our overview presentation, Understanding How Security Works in SFS.
- Valid Primary Permission Lists: This document contains a comprehensive listing of all agency Primary Permission Lists active in production. Requests to assign security to business unit combinations not on this list will not be accepted.
- Adding Additional Primary Permission Lists: Based on valid business requirements, there is a process to add additional Primary Permission Lists. Please contact your Deployment Liaison for details.
- Hosting: While most agencies will only have access to transact against their own agency's data, several agencies have data security that reaches across agencies.
- Bulkload: Bulkload transactions are not subject to the same level of data security as online transactions.
Report or Inquiry Security
Users may be granted limited ability to review data from Business Units, SetIDs or Ledgers to which they would not otherwise have access. Generally, the tools used prohibit a user from updating any of the data that is retrieved.
- Reports Data Access: For details on specific reports review the SFS Reports Catalog and the reports available to individual roles.