Request Org Tree Changes

What can we help you with?

Description Change

Correct or Clarify Existing Description for a DeptID or Org Node.

Required fields are marked with an asterisk

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Description changes that repurpose an existing DeptID are not allowed as it causes system integrity issues and creates problems when comparing data between different periods. If a DeptID or Org Node is needed for a new business purpose, a new one should be requested. If the existing DeptID or Org Node is no longer required, it should be inactivated."}]},{"type":"paragraph","attrs":{"localId":"8c5b184f-ee79-473d-bc38-2affe09d5a4d"},"content":[{"type":"text","text":"This form can also be used to change the L4 Org Node included in the description for DeptIDs that are moving between L4s."}]},{"type":"paragraph","attrs":{"localId":"fac491cb-d28d-4a7d-8c3e-6b9324578f06"},"content":[{"type":"text","text":"View the Master Org Tree for your division using the "},{"type":"text","text":"Org Tree Lookup Tool","marks":[{"type":"link","attrs":{"href":"https://orgtree.is.berkeley.edu/psc/orgtree/EMPLOYEE/ERP/c/UC_COMPONENTS.UC_TREEDATA_INQ.GBL?&"}}]},{"type":"text","text":" (VPN required. See "},{"type":"text","text":"instructions","marks":[{"type":"link","attrs":{"href":"https://cfo.berkeley.edu/staff-resources/training/using-org-tree-lookup-tool"}}]},{"type":"text","text":")."}]},{"type":"paragraph","attrs":{"localId":"7fb7a3a6-6c86-497c-963c-67fba09270a0"},"content":[{"type":"text","text":"Note:","marks":[{"type":"strong"}]},{"type":"text","text":" Use of special characters #, /, “, “” and @ are discouraged as they can cause system issues."}]},{"type":"paragraph","attrs":{"localId":"c2787d31-1cc2-4779-898d-41b1d5e7a6f8"},"content":[{"type":"text","text":"Departments:","marks":[{"type":"strong"}]},{"type":"text","text":" Please discuss any new requests with your "},{"type":"text","text":"Divisional Finance Leader (DFL)","marks":[{"type":"link","attrs":{"href":"https://cfo.berkeley.edu/divisional-finance-leaders#dfl"}}]},{"type":"text","text":" before filling out this form. The DFL will work with the Office of the CFO (OCFO) to discuss the change and determine next steps. This form should not be filled out until the change request has been evaluated based on business needs and "},{"type":"text","text":"Chart of Account (COA) guidelines","marks":[{"type":"link","attrs":{"href":"https://controller.berkeley.edu/accounting-and-controls/financial-reporting/chart-accounts"}}]},{"type":"text","text":"."}]},{"type":"paragraph","attrs":{"localId":"fe71456b-d43f-41dd-b2a8-80ef228b4303"},"content":[{"type":"text","text":"DFLs:","marks":[{"type":"strong"}]},{"type":"text","text":" Please contact the "},{"type":"text","text":"OCFO","marks":[{"type":"link","attrs":{"href":"mailto:dfl_concierge@berkeley.edu"}}]},{"type":"text","text":" to discuss any new requests and determine next steps prior to filling out this form. The OCFO will work with you to evaluate the request based on business needs and COA guidelines."}]},{"type":"paragraph","attrs":{"localId":"e3d08c01-16fc-4f32-854d-10ae272a012c"},"content":[{"type":"text","text":"Please see the "},{"type":"text","text":"job aid","marks":[{"type":"link","attrs":{"href":"https://docs.google.com/document/d/18R7JyjrJnRpOCr6mk65wPay9yHlLWQMDOzbW9ZAro1I/edit?usp=sharing"}}]},{"type":"text","text":" for more information on how to get started."}]},{"type":"heading","attrs":{"level":2,"localId":"f4289d66-8f3f-42ea-b446-c531dd683258"},"content":[{"type":"text","text":"Information to be completed by Requesting Department"}]},{"type":"paragraph","attrs":{"localId":"ac47e62c-d4ca-4dd5-873d-b93328fcfb07"},"content":[{"type":"text","text":"Requested Action: "}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":40},"layout":"default","localId":"f0d777d2-b40c-4138-87f6-a5c5aa3020e9"}},{"type":"heading","attrs":{"level":2,"localId":"0472bd73-3bfd-433f-8f32-4bc02099ed3b"},"content":[{"type":"text","text":"Change Information"}]},{"type":"table","attrs":{"isNumberColumnEnabled":false,"layout":"default","localId":"cb901c79-03ae-4c0c-ae23-6bdc7b1ca742","width":929},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colwidth":[162]},"content":[{"type":"heading","attrs":{"level":5,"localId":"49989eb0-8957-48b1-889d-13e27bce2c3c"},"content":[{"type":"text","text":"DEPTID or ORG NODE CODE","marks":[{"type":"strong"}]}],"marks":[{"type":"alignment","attrs":{"align":"center"}}]}]},{"type":"tableHeader","attrs":{"colwidth":[216]},"content":[{"type":"heading","attrs":{"level":5,"localId":"e5f5edcf-ff9d-4bac-9bd3-a13d51eb83d3"},"content":[{"type":"text","text":"EXISTING DESCRIPTION (Include L4 Org Code in DeptID Descriptions)"}],"marks":[{"type":"alignment","attrs":{"align":"center"}}]}]},{"type":"tableHeader","attrs":{"colwidth":[230]},"content":[{"type":"heading","attrs":{"level":5,"localId":"713450aa-71d1-4b81-9768-625e69da6c4a"},"content":[{"type":"text","text":"NEW DESCRIPTION (Include L4 Org Code in DeptID Descriptions)"}],"marks":[{"type":"alignment","attrs":{"align":"center"}}]}]},{"type":"tableHeader","attrs":{"colwidth":[321]},"content":[{"type":"heading","attrs":{"level":5,"localId":"db65d944-20a7-45d2-84d0-ed8e90122e2f"},"content":[{"type":"text","text":"BUSINESS RATIONALE (Based on Allowable Changes; 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