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Org Tree Change Request Portal
  1. Org Tree Change Request Portal
  2. Request Org Tree Changes

Request Org Tree Changes

Entity Hierarchy Redesign

Request Multiple Changes to an Entity Hierarchy

Use this form to request changes related to entity hierarchy redesigns that involve changes to multiple Org Nodes including transfers of DeptIDs between new and existing Org Nodes, deletion of Org Nodes and new Org Node Hierarchies and for shifts in Org Node levels. If the request also includes Description changes to existing Org Nodes and/or DeptIDs (including changes to the L4 Org Code in the description), please also fill out a Description Change Request Form.

DFL and Dean/VC (or Designate) approvers of this request acknowledge they have:

  • Reviewed the proposed new entity hierarchy for their division and approve the modified design.
  • Reviewed the attached files and confirm that the specific changes between the existing and redesigned entity hierarchies have been accurately documented.
  • Agree that their financial managers will work with the Controller's Office to cleanup any outstanding balances associated with any planned DeptID inactivations.
  • Agree that their financial managers will work with the appropriate systems to request security updates as needed.
Required fields are marked with an asterisk*
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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":" and should include a PDF Visio file and an Excel flat file supporting the changes."}]},{"type":"paragraph","attrs":{"localId":"f70aece8-e385-424b-a16f-e5a9c766af27"},"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":"b906d559-a371-4bb3-b43f-d1b5916c05cb"},"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. A PDF Visio file and an Excel flat file should be included as support for the requested changes. The redesign should reflect your Division's financial management and reporting needs. Transfers between Divisions must be approved by the Dean/VC (or Designate) of both Divisions. "}]},{"type":"paragraph","attrs":{"localId":"a0151b49-b096-49fe-b778-449aea7c6e94"},"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":"25502b15-f8b9-4fa7-a4f7-ed63c635fabe"},"content":[{"type":"text","text":"DeptID Information"}]},{"type":"paragraph","attrs":{"localId":"2b403f05-a6a6-49a6-86ba-a84cc4fadd9f"},"content":[{"type":"text","text":"This information is needed to confirm the summarized additions and deletions of DeptIDs. For simplicity, this information can be provided in an Excel file rather than entering it here. If using an Excel file, please be sure to include all associated fields."}]},{"type":"paragraph","attrs":{"localId":"107a4457-5923-472b-84e2-c2d49b05c25d"},"content":[{"type":"text","text":"New DeptID codes will be assigned based guidance from the DFL based on the next available code within the range(s) assigned to your division. If there are no available DeptIDs, the DFL will need to request a new range. See the Concierge website for more information on DeptID ranges associated with your division."}]},{"type":"paragraph","attrs":{"localId":"68b1cd71-809f-4708-b18d-c19864dc56dd"},"content":[{"type":"text","text":"Note:","marks":[{"type":"strong"}]},{"type":"text","text":" If moving DeptIDs between different L4s, the Org Node included in the DeptID description will need to change. Please use the "},{"type":"text","text":"Description Change Request Form","marks":[{"type":"link","attrs":{"href":"https://berkeley-team-bfo.atlassian.net/servicedesk/customer/portal/2/group/3/create/16"}}]},{"type":"text","text":" to indicate this type of description change."}]},{"type":"paragraph","attrs":{"localId":"692dead0-74ee-48f9-aad5-dc1dd75fec76"},"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","content":[]},{"type":"paragraph","attrs":{"localId":"c30ee06a-c28a-4a54-899c-372596973d1b"},"content":[{"type":"text","text":"New 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