Business Role Guidance

Following are the business roles active in CORE to assist in completing the UDOC:

• Department CORE Business Role descriptions (Note: Users will not have access to all of these roles—only those that are relevant to their job responsibilities. If a user believes they do not have access to the correct roles, they need to contact their supervisor or the organization's Security Admin).

  • AP General User – Supports Accounts Payable activity via quick links to commonly used pages in CORE, recent navigation history display, and access to active worklist tasks.  

  • AR General User - Supports Accounts Receivable activity via quick links to commonly used pages in CORE, recent navigation history display, and access to active worklist tasks.

  • Budget General User - Provides quick links to Budget Management transactions and displays recent navigation history.

  • FIN General User – Intended for CORE users supporting multiple activity types.  Provides quick links to commonly used pages, recent activity display, and shortcut to File Transfer Maintenance (FUD) page.  

  • Grant Accountant – Supports Grant management activity via quick links to Grant transaction pages and provides display of recent transaction history.

  • HRM HR General User – Supports day-to-day HR activities at the department level, including personnel actions and position management.

  • HRM Payroll General User – Handles payroll processing, corrections, and validation tasks for employees in your agency or department.

  • HRM Labor Allocation General User – Manages labor cost distributions and assigns time to appropriate funding sources.

  • HRM Central HR General User – Reviews and approves department-level HR transactions and ensures compliance with policies.

  • HRM Central Payroll General User – Provides centralized oversight of payroll activities and manages escalated payroll issues.

  • Inventory Management – Supports Inventory activity via quick links to commonly used Stock, Commodity, and Warehouse pages.  Recent transaction history and active worklist tasks are displayed as well.

  • PB General User - Provides quick links to budget request pages, allows users to refresh PB cache, and view recent transaction history. 

  • PB Super User – Supports budget form administration activity with quick links to PB form maintenance pages, Budget Layout Selection search pane, and recent browsing history. 

  • Procurement General User - Provides quick links to commonly used procurement pages, recent transaction history, and access to active worklist tasks. 

  • Security Administrator – Supports department personnel responsible for managing agency user access to CORE.  Provides quick links to statement of agreement form and UDOC transaction search.  

  • Transaction Approval – Displays browsing history and current worklist tasks for users that are frequently responsible for transaction review and approval.