LOUIE On-line Security Reference

LouieWHat
I need to: LOUIE Security Training
Admissions Access    
View application status 
NAU_AD Adm Recr Standard View
  
Pathways to View Student Recruiting and Student Admissions  
 
View ACT/SAT/GRE Scores 
NAU_AD Adm Recr Standard View
  
Pathways to View Student Recruiting and Student Admissions  
 
View a Student's Admission Deficiency Information
NAU_AD Adm Recr Standard View
  
Pathways to View Student Recruiting and Student Admissions  
 
Affiliate Request and Updates    
Request University Affiliate 
NAU_CC Affiliate Requestor  
 
Affiliate Support  
 
Campus Community Access    
Update address 
NAU_CC Basic Service Provider 
 
Campus Community  
 
Update email addresses 
NAU_CC Basic Service Provider 
 
Campus Community  
 
Update emergency contact information 
NAU_CC Basic Service Provider 
 
Campus Community  
 
Update telephone numbers 
NAU_CC Basic Service Provider 
 
Campus Community  
 
Student Accounts (Student Financials) Access    
Assign term health insurance plans. Role granted to a very restricted set of users. 
NAU_SF Assign Optional Fees 
 
Contact Student & Departmental Account Services


sdas@nau.edu
View student account detail and item type setup. Role for external and internal auditors. 
NAU_SF Auditor 
 
Contact Student & Departmental Account Services


sdas@nau.edu
Process cashiering functions for offices external to SDAS. Role includes opening and closing cashier offices, posting student and departmental receipts, as well as viewing student account detail. 
NAU_SF Cashier Other Dpt 
 
Contact Student & Departmental Account Services


sdas@nau.edu
Process supervisory cashiering functions for offices external to SDAS. Role includes all of the access granted by NAU_SF Cashier Other Dpt, as well as void capabilities. 
NAU_SF Cashier Supv Other Dpt 
 
Contact Student & Departmental Account Services


sdas@nau.edu
Post and reverse refunds for third party sponsors. Role only granted to a very restricted set of users. 
NAU_SF Corporate Refund 
 
Contact Student & Departmental Account Services


sdas@nau.edu
View student account comment detail. 
NAU_SF Customer Acct Comments 
 
Contact Student & Departmental Account Services


sdas@nau.edu
Upload and post student transactions in mass. Role granted to a very restricted set of users. Please be sure to list the item types you need access to post in the Business Need section of the ePASS form. 
NAU_SF Group Post Transactions


Training required.
Contact Student & Departmental Account Services


sdas@nau.edu
View and manage system integrations between the three PeopleSoft databases. Role also includes the ability to batch publish GL messages. 
NAU_SF Manage Integrations 
 
Contact Student & Departmental Account Services


sdas@nau.edu
Change assigned term health insurance plans. Role only granted to a very restricted set of users. 
NAU_SF Override Optional Fees 
 
Contact Student & Departmental Account Services


sdas@nau.edu
Post individual charges to student accounts. Please be sure to list the item types you need access to post in the Business Need section of the ePASS form. 
NAU_SF Post Transactions


Training required.
Contact Student & Departmental Account Services


sdas@nau.edu
Reverse individual charges to student accounts. Please be sure to list the item types you need access to reverse in the Business Need section of the ePASS form. 
NAU_SF Reverse Transactions


Training required.
Contact Student & Departmental Account Services


sdas@nau.edu
Create and maintain item types. Role only granted to a very restricted set of users. 
NAU_SF Setup Item Types 
 
Contact Student & Departmental Account Services


sdas@nau.edu
Process third party contracts for students sponsored by outside organizations. Role includes the ability to view student account detail. Role is only granted to a very restricted set of users. 
NAU_SF Third Party Billing 
 
Contact Student & Departmental Account Services


sdas@nau.edu
View student account detail. 
NAU_SF View Account 
 
Contact Student & Departmental Account Services


sdas@nau.edu
Post waivers for tuition, mandatory, and optional fees. Role is only granted to a very restricted set of users. 
NAU_SF Waive Tuition


Training required.
Contact Student & Departmental Account Services


sdas@nau.edu
Financial Aid Access    
View Federal Work Study Eligibility 
NAU_FA FWS Eligibility 
 
Contact student.employment@nau.edu 
 
Hire Federal Work Study employees 
NAU_FA FWS Hirer 
 
Contact student.employment@nau.edu 
 
Human Resource / Payroll Access Note: When requesting any of the following HR roles, please list the 5-digit department number(s) in the BUSINESS NEED section on the ePASS Security Request form. For other HR access not noted here please email HR.Contact@nau.edu  
This role is for Leave Reporters that would like to view the eROAs in process for the departments they manage. The employee also needs to have NAU_LS HR Leave Rptr for this role to work.
NAU_HR ROA Leave Reporter
 
Request Leave Application Security (Gives one employee the security to enter LEAVE USAGE information for one or more departments.)

Note: To request this role on an ePASS security form, check the box that states, “I need to enter leave usage information for employees.”
NAU_LS HR Leave Rptr
 
Leave Reporting Training Manual  
 
Request Time Application Security (Gives one employee the security to enter and approve time for the hourly employees in one or more departments.)

Note: To request this role on an ePASS security form, check the box that states, “I need to enter and approve time for hourly employees.”
NAU_LS HR Timesheet Super Admin 
 
Online Timesheet Training Manual  
 
Request access to print employment APPLICATIONS and RESUMES 
NAU_HR TAM Print Applications 
 
Instructions for printing employment applications  
 
Request Hire Xpress Security   (Gives an employee the security to initiate a hire packet in LOUIE (PeopleSoft) and the associated role in Hire Xpress.) 
NAU_HR TALX Dept Manager 
 
In order to receive this role you must complete the Users training at:
Hire Xpress User's Training
and email completion form to HR.Contact@nau.edu prior to submitting the ePASS form. 
 
Access for Parking Services and the Comptroller’s Office only to validate employment status 
NAU_HR Employment Verification 
 
 
For employees within the Financial Aid Office to validate eligibility for tuition waivers 
NAU_HR Tuition Waiver Admin 
 
 
Approve ePAR's for my Direct Reports(Note: if you are a department head, you want the department head role) 
NAU_HR ePAR Dept Approver 
 
ePAR (electronic Personal Action Request)
 
Approve ePAR's for as the PI on a grant 
NAU_HR ePAR PI Grant Apprv 
 
ePAR (electronic Personal Action Request) 
Approve ePAR's as the Dept Head  
NAU_HR ePAR Dept Head Apprv 
 
ePAR (electronic Personal Action Request) 
Approve ePAR's at the college budget level approver 
NAU_HR ePAR Mid Level Apprv 
 
ePAR (electronic Personal Action Request) 
Approve ePAR's for my whole college 
NAU_HR ePAR Dean Apprv 
 
ePAR (electronic Personal Action Request) 
Approve ePAR's at the JFR Level 
NAU_HR ePAR JFR Apprv 
 
ePAR (electronic Personal Action Request) 
Initiate an ePAR
NAU_HR ePAR Initiator
 
ePAR (electronic Personal Action Request) 
Approve ePAR's at the VP Level 
NAU_HR ePAR VP Apprv 
 
ePAR (electronic Personal Action Request) 
View ePAR's for my Area   (Note: if you have any other ePAR role you automatically get this and do not have to request it separately) 
NAU_HR ePAR Viewer 
 
ePAR (electronic Personal Action Request) 
View ePAR related reports 
NAU_HR Analytics Dept 
 
ePAR (electronic Personal Action Request) 
Approve ePAR's in the Affirmative Action Office 
NAU_HR ePAR AA Approver 
 
ePAR (electronic Personal Action Request) 
Approve ePAR's in the Budget Office 
NAU_HR ePAR Budget Approver 
 
ePAR (electronic Personal Action Request) 
Approve ePAR's in Extended Campuses 
NAU_HR ePAR EC Apprv 
 
ePAR (electronic Personal Action Request) 
Approve ePar's in the Graduate College 
NAU_HR ePAR Grad Apprv 
 
ePAR (electronic Personal Action Request) 
Approve ePAR's in the Sponsored Projects Office 
NAU_HR ePAR SP Approver 
 
ePAR (electronic Personal Action Request) 
Initiate a reports to forms 
NAU_HR Reports To Initiator 
 
"Reports To" changes user's guide Project

Approve reports to forms 
NAU_HR Dpt Reports To Approver 
 
"Reports To" changes user's guide
 
Approve reports to forms at the college or VP level   (option by area—if none is assigned, then the forms are approved at the department level) 
NAU_HR Sr Reports To Approver 
 
"Reports To" changes user's guide
 
View reports to forms for my area (Note: if you have any other reports to role, you automatically get this and do not have to request it separately) 
NAU_HR View of Reports To 
 
"Reports To" changes user's guide
 
Registrar's Office (Student Records) Access    
Review, authorize, and post student exceptions for Academic Advisement Reports. For a restricted set of college and Extended Campuses users. 
NAU_AI AAR Exception Processor
 
Student Records LOUIE Training

Registrar.AdvisementReport@nau.edu
Submit Academic Advisement Report student exception requests to a processor.
NAU_AI AAR Exception Requestor
 
Student Records LOUIE Training

Registrar.AdvisementReport@nau.edu
Run initial Academic Advisement Reports for newly matriculated students. For college advising coordinators.
NAU_AI AAR Request Advsmnt Rpt 
 
Student Records LOUIE Training

Registrar.AdvisementReport@nau.edu
View administrative course catalog and schedule of classes data.

Note: This access is included in all other Schedule of Classes (SOC) and Advisor/Student Records Viewer roles and rarely needs to be requested separately. 
NAU_AI Catalog and SOC Viewer
 
Student Records LOUIE Training
For users in the Mathematics and Statistics and English departments only.Run the MAT/STA or ENG Eligibility Report for Mathematics/Statistics or English class sections.
NAU_AI Eligibility Report 
 
Student Records LOUIE Training
Update access for student milestone data.
NAU_AI Milestone Updater 
 
Student Records LOUIE Training
Correction access to custom courses, course flags, and progression plan details, including sending requests for publication of progression plans each academic catalog year. Update/Display access to maintain general information. College advising coordinators complete the data entry of this information with final approval coming from Progression Plan Administrators. This role may be requested by college advising coordinators after appropriate training has been completed.
NAU_AI Progress Plan Corrector
 
Student Records LOUIE Training
Correction access to progression plan details and update/display access to maintain general information. Intended for college advising staff to assist with data entry. This role may be requested by college advising staff after appropriate training has been completed.
NAU_AI Progress Plan Update
 
Student Records LOUIE Training
View progression plan details, general information, custom courses, and course flags. This role is intended for college personnel who need to view the data within these pages but not necessarily update them.
NAU_AI Progress Plan Viewer 
 
Student Records LOUIE Training

UCBA@nau.edu
Schedule classes for my department.

Note: Users requesting this role do not need to request NAU_AI SOC Evaluation Mapper, NAU_AI SOC Permission Maint, or NAU_AI SOC Permission View because all of this access is included in NAU_AI SOC Department Creator.
NAU_AI SOC Department Creator
 
Student Records LOUIE Training

Registrar.ScheduleofClasses@nau.edu
Update class evaluation checkboxes in the Schedule of Classes. For users without the NAU_AI SOC Department Creator security role who need ONLY to be able to adjust class evaluation mappings.
NAU_AI SOC Evaluation Mapper
 
Student Records LOUIE Training

Registrar.ScheduleofClasses@nau.edu
Create and maintain general and student specific ADD permission numbers.
NAU_AI SOC Permission Maint
 
Student Records LOUIE Training
View access to class permission numbers. 
NAU_AI SOC Permission Viewer
 
Student Records LOUIE Training
For Vice Provost's Office, college Associate Deans, and Registrar's Office administrators only.Enter and review comments related to academic dishonesty.
NAU_SR Acad Dishonesty Updater 
 
Contact the Office of the Vice Provost for Academic Affairs for assistance.
Review lists of suspended students by term for outreach purposes. For college administrators and advising coordinators.
NAU_SR Acad Standing Queries 
 
Student Records LOUIE Training
For college, Extended Campuses, CIE, and Athletics academic advisors only.Includes all access in NAU_SR Stdnt Records Viewer, NAU_AD Adm Recr Standard View, and NAU_CC Basic Service Viewer, plus the ability to enter academic advising comments, place and release advising service indicators, and update student advisor assignments.

Note: Users requesting this role do not need to request NAU_SR Advising Comment Viewer, NAU_SR Stdnt Records Viewer, NAU_AD Adm Recr Standard View, or NAU_CC Basic Service Viewer.
NAU_SR Academic Advisor 
 
Student Records LOUIE Training
For Academic Affairs staff only.Place and release advising service indicators and update student advisor assignments. For users who are not academic advisors but who help support academic advising functions. Users may also need to request NAU_SR Stdnt Records Viewer.
NAU_SR Academic Advisor Asst 
 
Student Records LOUIE Training
For Academic Affairs staff only.Includes all access in NAU_SR Academic Advisor and NAU_SR Enrollment User.

Note: Users requesting this role do not need to request NAU_SR Academic Advisor or NAU_SR Enrollment User.
NAU_SR Academic Advisor w Enrl 
 
Student Records LOUIE Training
For Student Technology Center staff only.View student enrollment appointment and service indicator information.
NAU_SR ACHD Student Support 
 
Student Records LOUIE Training
For users who aren't academic advisors but who need to be able to view advising comments. Users may also need to request NAU_SR Stdnt Records Viewer.

Note: Users requesting the NAU_SR EC Comment Updater or NAU_SR EMSA Acad Support User roles do not need to request NAU_SR Advising Comment Viewer.
NAU_SR Advising Comment Viewer
 
Student Records LOUIE Training
Maintain academic advising and graduate committee membership. 
NAU_SR Dept Committee Updater


Training required.
Student Records LOUIE Training
For Extended Campuses users who aren't academic advisors but need to be able to view academic advising comments and enter Extended Campuses student services center comments. Users may also need to request NAU_SR Stdnt Records Viewer.

Note: Users requesting this role do not need to request NAU_SR Advising Comment Viewer.
NAU_SR EC Comment Updater
 
Student Records LOUIE Training
For Enrollment Management and Student Affairs staff only.Includes all access in NAU_SR Stdnt Records Viewer, NAU_AD Adm Recr Standard View, NAU_AD Transfer Credit View, and NAU_CC Basic Service Viewer, plus the ability to view academic advising comments and enter EMSA academic support comments.

Note: Users requesting this role do not need to request NAU_SR Advising Comment Viewer, NAU_SR Stdnt Records Viewer, NAU_AD Adm Recr Standard View, NAU_AD Transfer Credit View, or NAU_CC Basic Service Viewer.
NAU_SR EMSA Acad Support User
 
Student Records LOUIE Training
Access to perform common enrollment functions. For departmental (non-Registrar's Office) users. 
NAU_SR Enrollment User 
 
Student Records LOUIE Training
View access to student enrollment data, including Enrollment Requests and data in the administrative Enrollment pages. Users may request this role as needed for job duties.
NAU_SR Enrollment View 
 
Student Records LOUIE Training
View administrative grade rosters. For college and Extended Campuses users who oversee grading processes.
NAU_SR Grade Roster Viewer 
 
Student Records LOUIE Training
 
Access to graduation queries on the NAU Queries component. Student name and program/plan information is displayed by the queries. For advisors, faculty, College admin staff, and Registrar's Office staff who help monitor and manage graduation applications.
NAU_SR Graduation Queries
 
Student Records LOUIE Training
Access to review and update Last Date of Attendance data from the administrative grade roster pages. For Financial Aid staff responsible for reporting on this data, or other personnel responsible for maintaining/overseeing accurate grades within a unit/division/college.
NAU_SR LDoA Roster Corrector


Training required.
Student Records LOUIE Training
 
For Comptroller’s or Budget staff (or designees) and Registrar’s Office administrators only.Receive notifications and copies of approved online course fee requests.
NAU_SR OB CFF Notification
 
Student Records LOUIE Training
For Academic Chairs or Directors (or designees) and Registrar's Office administrators only.Review, update, add comments, and approve/deny online course fee requests.
NAU_SR OB Chair-Director
 
Student Records LOUIE Training
For Academic Deans or Associate Deans (or designees) and Registrar's Office administrators only.Review, update, add comments, and approve/deny online course fee requests that have been already approved by Chairs or Directors.
NAU_SR OB Dean-Assoc Dean
 
Student Records LOUIE Training
Access Post-Enrollment Requirement Checking (PERC) rosters and related pages. For academic departments.
NAU_SR PERC User


Training required.
Student Records LOUIE Training
For Extended Campuses and Registrar's Office staff only.Override plan/campus restrictions in Student Program/Plan.
NAU_SR PrgPln Campus Overrider


Training required.
Student Records LOUIE Training
Correct or update student program/plan data, generally for campus change and major change purposes. Also includes access to update student advisor assignments. This role is only granted to a very restricted set of users.
NAU_SR Program Plan Corrector 
 
Student Records LOUIE Training
 
Update student program/plan data, generally for major change purposes. Also includes access to update student advisor assignments. This role is only granted to a very restricted set of users.
NAU_SR Program Plan Updater


Training required.
Student Records LOUIE Training
 
Update student group data. This role is only granted to a very restricted set of users.
NAU_SR Stdnt Group Updater


Training required.
Student Records LOUIE Training
 
View access to student records data (class schedules, holds, to do lists, enrollment appointments, advisor assignments, unofficial transcripts, Academic Advisement Reports, etc.) and limited student account (Student Financials) and bio/demographic (Campus Community) data. This role does not grant advising comment or advising service indicator access. For users who are not academic advisors but who need to do student records research.

Note: Users requesting an NAU_SR Academic Advisor or NAU_SR EMSA Acad Support User role do not need to request NAU_SR Stdnt Records Viewer.
NAU_SR Stdnt Records Viewer 
 
Student Records LOUIE Training
Enter student success coaching comments and view GPS comments. Users with this role are also granted dynamic access to the LOUIE Advisor Center, which allows limited view access to student records data.
NAU_SR Student Success Coach
 
Student Records LOUIE Training
Update student study agreements. Study agreements are term-specific and affect tuition charges.
NAU_SR Study Agreement Updater


Training required.
Student Records LOUIE Training
 



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Training & Documentation


How to request administrative access to LOUIE


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