OBI Authority Dashboard Home
Displays authority assignments by person, privilege or organizational perspective as well as privileges granted by an individual and grantors by privilege.
This dashboard can be accessed in two ways:
- From OBI Financial Reporting, select Authority from the Dashboard menu
- From Authority Manager, select OBI BI Authority Reports from the left-hand vertical menu. OBI reporting authority is not required for this option.
The Financial Authority Dashboard, a newer option that uses prompts similar to OBI financial dashboards, requires OBI Financial Reporting authority.
Other methods of viewing authority assignments include:
| Select this link... | ...for reports about |
|---|---|
| Authority Reporting | Search for authority grants by person, privilege or organizational perspective |
| Privileges Granted By an Individual | View grants made by an individual with filters by system, business function, privilege and status |
| Find a Grantor By Privilege | Find grantors for a given privilege with filters by system, business function, privilege and status |
Authority Reporting
Displays authority grants from four different perspectives:
- View authority by person
- View authority by privilege
- View all individuals with authority over an organization
- View authority for all people within an organization
Sample Business Questions
- Who in my organization has a particular authority grant?
- Who has authority over my organization?
- What is the authority of a particular person?
- Who has authority for a particular privilege?
Selection Criteria
To retrieve results, follow the Selection Criteria instructions near the top of the screen.
- There are four selection boxes, each one corresponds to a specific report.
- Filter selections work hierarchically—each choice limits the next set of options. Once you select a system, only business functions for that system appear.
| Selection Box | Perspective |
|---|---|
| View Authority By Person | A single person by SUNet ID |
| View Authority By Privilege | All people for selected privilege(s) |
| View All People with Authority Over an Organization | Displays authority grants for a specific organization and its sub-organizations. This perspective shows all individuals who can originate or approve transactions for the selected organization, regardless of where they work in the university. Results include staff from higher-level departments (such as dean's offices), other units, or central offices. |
| View Authority for All People Within an Organization | Shows authority grants for staff assigned to a specific organization or its sub-units. This human resources perspective displays financial authority based on where people work. |
Report Views
The Authority report displays one row for each privilege and parameter combination per person. This creates multiple rows when a person holds the same privilege with different scope and limit settings. A more compact representation is given using the Authority Manager system.
Privileges Granted By An Individual
Displays privileges granted by an individual with filters by system, business function, privilege and status.
Sample Business Questions
- Which authority grants has an individual made?
Selection Criteria
- Enter a SUNet ID, and filter further based on system, business function and privilege.
To determine a person’s SUNet ID, view the details returned by the Stanford people search at Stanford Who. Select Log in to see non-public information.
Report Views
The report displays one row for each distinct privilege granted and parameter combination. This creates multiple rows when a person is granted the same privilege with different scope and limit settings.
Find a Grantor By Privilege
Find all grantors by privilege by system, business function, and privilege.
Sample Business Questions
- Who can grant a specific privilege or a set of privileges?
Selection Criteria
Filter selections work hierarchically—each choice limits the next set of options. Once you select a system, only business functions for that system appear.
Report Views
The Grantors by Privilege report shows every person who can grant the privilege(s). This can be a large amount of data; in which case you may want to customize the report by moving the report field “Grantor Org” to the prompts section of the report in order to be able to select a single organization. Alternatively export the data to CSV and filter by org.