OverviewPeopleSoft Query Manager is a tool in Finance (FIN) and Human Capital Management (HCM) that allows users to create queries from a limited number of records (tables) that have been secured by SDCOE. The authorization form is used to request access to Query Manager FIN and/or Query Manager HCM for an employee at a district or charter school that uses PeopleSoft. The form lists Terms & Conditions and a Confidentiality Agreement (p.2). Access to Query Manager will be provided after the signed form is on file and training is completed. FOR HCM USERS: It is highly recommended that you identify the appropriate people to have access to Query Manager HCM. For more information, please watch the February Third Thursday Demo: Query Manager HCM: Things To Consider (Feb 2018). Authorization FormPeopleSoft Query Manager Authorization Form v2.0.pdf - The same form is used for FIN and HCM. Training DatesPlease check Go Sign Me Up (search "query") for upcoming QY2 Query Manager Finance and/or QY3 Query Manager HCM training sessions provided by the SDCOE Customer Resource Center. If you would like to be a "Q user" for both FIN and HCM, you need to attend both FIN and HCM classes. How to Obtain Access to Query ManagerDirections: Follow this process to obtain access to Query Manager FIN and/or HCM.
4. Two days prior to training you will receive an automated reminder email from GSMU. 5. Attend QY2 or QY3 training. You must successfully complete the final independent activity (“test”) in order to be granted access to Query Manager. 6. Upon completing training you will be assigned a new "Q user" ID and the M_DISTRICT_QUERY_MANAGER role. For your regular ID you will also be given read-only access to Query Manager. About Query Manager Training
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