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Security Access Request Form

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Alumni Relations and DevelopmentInformation <strong>Access</strong> <strong>Request</strong>Please allow 2 business days to process. Incomplete requests will be returned.Return completed form to: oard-help@northwestern.eduCampus Mail: User Support Manager, 2020 Ridge Ave 3 rd Floor, Evanston, ILPhone: 847-491-4742 Fax: 847-491-7095New System <strong>Access</strong>Modify existing accessType of <strong>Request</strong>OARD Employee Student or Temporary Worker Non-OARD Employees*Required Fields<strong>Access</strong> Recipient Information*<strong>Request</strong> Date:*First Name:Phone*Title:*MiddleInitialNet ID:*Last NameEmail:*DepartmentFull Campus Address*Street:*City and Zip:*OfficeLocation:CentralDevelopmentAlumni Relations andCommunicationFeinberg School ofMedicineKellogg School ofManagementSchool of LawOARD OperationsUndergraduateDean’s OfficeOther NU OfficeExternal Business Partner (Explain reason foraccess in comment section on page 2)NOTICE: All requests for access to alumni and development systems or data must be made by a sponsor within theOffice of Alumni Relations and Development (OARD), and are subject to review and approval by the current DataSteward for OARD.OARD employee sponsors are usually their direct supervisor. Non-OARD NU staff and external business partnersmust obtain sponsorship from an OARD staff member. By sponsoring an access request you agree that the specifiedindividual requires the requested access for NU business and assume responsibility for the individual’s use of NUalumni and development data.Office of Alumni Relations and Development Sponsor*Name:*Title:*Email:*<strong>Access</strong> Start Date:*Phone:Office:CentralDevelopmentAlumni Relationsand CommunicationOARDOperationsFeinberg Schoolof MedicineKellogg Schoolof ManagementSchool ofLawOARD Sponsor InformationPage 1 of 2


Alumni Relations and DevelopmentInformation <strong>Access</strong> <strong>Request</strong>Please allow 2 business days to process. Incomplete requests will be returned.<strong>Access</strong> DetailCATracks (Check all that apply. Final access requires completion of training and is subject to approval based on job role.)Basic <strong>Access</strong> (Alumni contact and affiliation information only. No giving or solicitation data.) (BAI)Basic Contact Relationship Management (View contact, affiliation, giving, basic solicitation information. Entercontact reports and notes, as well as participation info for student activities, events and committees.) (BRM)Development and Alumni Relations Staff <strong>Access</strong> (View alumni information including gift and solicitation details,full access to solicitation and prospect details. Enter contact reports and notes, as well as participation info for studentactivities, events and committees.) (DDR)Inquiry Only (Inquiry only access to all of CATracks. Commonly assigned to project staff and consultants.) (INQ)Research and Prospect Management Staff (Full biographic and giving information. <strong>Access</strong> to solicitation andprospect details. Ability to enter and maintain a greater variety of prospect related data.) (RPM)Special <strong>Access</strong>:Committee Management (Manage student and alumni clubs, committees, volunteer and affinity groups) (ACM)Appeals and Segment Maintenance (Add and maintain fundraising appeals and marketing segments) (ASM)New Full Time OARD Employees:Please make selections hereONBASE Imaging System*All full time employees will be given default accessto the following resources: Email/Calendar - Northwestern Account OARD Intranet <strong>Access</strong> File Server - Basic Departmental <strong>Access</strong> List Serve Email Delivery OARD Reports and Adhoc Data <strong>Request</strong>sTemporary /Student Employees** and non-OARD Employees:NU Email/CalendarIntranet <strong>Access</strong>OARD File Server (departmental access)OARD Reports or CATracks Data <strong>Request</strong>s**Estimated End Date:Additional Comments:Signature of OARD SponsorDateFor Office Use Only:Date Received:__________________________________Entity ID:___________________________Sys Admin Signature:_____________________________Date:_______________________________Page 2 of 2

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