The following guidance is available on this page:
- Gaining access - the Oracle Financials access required to run the User Access Dashboard and how to request this, and the Sharepoint link for the dashboards;
- Running the User Access Dashboard - how to prepare and update the dashboard, the detailed report parameters to be used for the multiple reports and how to resubmit and download these; includes screenshots;
- Working with the User Access Dashboard - how to navigate the dashboard, and points to consider and how to interpret the cards when reviewing the dashboard;
- Training for using the User Access Dashboard - how to access the training required for using the dashboard;
- Technical help, XL Connect and Dashboard troubleshooting
To run the User Access Dashboard, you will need the following minimum Oracle access:
|Oracle access required||Alternative (edit) access|
|UO User Access Reports||N/a|
When you have completed the required XL Connect and Dashboard training you will be given access to the SharePoint site where you will be able to download the dashboard, this link will be emailed to you and can also be accessed below:
It is important to set-up the dashboard correctly to enable the reports to run properly. The User Access Dashboard was released in August 2019; this is a new dashboard.
This guidance includes full details of the Oracle responsibilities to be used for each report as well as detailed guidance on the correct report parameters, it also includes how to run the User Access Dashboard on a regular (at least quarterly) basis. It is important that the parameters are entered as shown and departments are advised to refer regularly to this guidance.
You must complete the XL Connect and Dashboard online training in order to be given access to the User Access Dashboard. The training covers how to:
- set-up the dashboard - download, save and set up the parameters for the first run;
- run the dashboard - prepare the dashboard, refresh and download the reports using XL Connect and update the dashboard;
- navigate around the dashboard
The training is overseen by the Training Team .
Search for the following course titles in CoSy:
- XL Connect
- XL Connect Dashboard