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Research: SIMSbudgets - How to complete Add Person request form

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4.0 - Last modified on 12-08-2025 Revised by Sarah Dyer (sls376)

3.0 - Last modified on 11-11-2025 Revised by Austine Decker (fad5044)

2.0 - Last modified on 02-07-2024 Revised by Wendy Peck (wly2)

1.0 - Created on 09-13-2021 Authored by Kara Marshall (qum160)

Article Intended For

All University faculty, staff, researchers with permission to use and/or access Penn State Research Information Systems.

Introduction

How to complete an 'Add Person' request form in SIMSbudgets.

Article Body

  1. Enter the name or userid of the person in the Category I line item 
    Category I short description field.
  2. If the Person does not appear in the Person Lookup, click on the Request Addition button
    Person Lookup with Request Addition and Close buttons.
  3. The Person Request form will display 

       Unfilled Person Request form with access ID lookup and required fields highlighted.

  1. Validate PSU Access Account ID by selecting "red" lookup icon
    Access account ID field with red magnifying glass lookup icon.
  2. When PSU Access Account ID is validated, the lookup icon will appear "green" 
    Access Account ID field with green magnifying glass lookup icon.
  3. If the user has a SIMS profile, the profile information will import into the form. The message will show: "A record for [userID] already exists (Click here to show current information). If you cannot access this record, or wish to update some information, you may Submit Update Request."
    Message for a user record that already exists.
  4. If you are changing the Department Affiliation, the affiliation must be validated
    Lookup for Department Affiliation in the Person Request form.
  5. Once all required fields are completed the Submit button is enabled.
  6. You will receive a message at the bottom of the form and an email confirming the request will be sent from simslists@psu.edu.
    An Update request for [userID]: [user name] was sent successfully.
  7. You will receive an email confirmation (sample below) once the requested change is completed.

 

If person userid is not found in Penn State Directory, you may request an Access Account ID for a new hire who has not yet arrived at:  http://www.identity.psu.edu/services/authentication-services/access-account

 

Confirmation Email Appearance

An example confirmation email for a person record added with the user info.

 

Links

Revised by Sarah Dyer (sls376)
Last modified 7 weeks ago