Discoverer Toolkit - IS Finance and HR

What is Discoverer?

Oracle Discoverer is the reporting and analysis tool used in conjunction with the Integrated System's Human Resources, Finance, and Student Information System (SIS) modules. Access to Discoverer for the SIS is dependent on your specific reporting role(s).

Access

The University seeks to strike a balance between open access to data and data protection by assigning Integrated System (IS) and Student Information System (SIS) Responsibilities to employees. The Responsibilities allow access to specific categories of data and the assignment process complies with the University of Virginia Administrative Data Access Policy.

Requests for Integrated System responsibilities are made by you or your supervisor and submitted via the Electronic Self-Help Access Request Process (ESHARP). To begin the IS access process, go to ESHARP.

Discoverer is also used for the Student Information System. Discoverer for SIS Toolkit.

There are three responsibilities in Discoverer for the Finance and HR modules of the Integrated System:

• UVA ODS Specialist - allows access to financial data only.

• UVA ODS Specialist-Limited - allows access to financial and a limited amount of HR data.

• UVA ODS Specialist-Restricted - allows access to financial and HR data.

Training

Responsibility	Training Requirement
ODS Specialist	No training is required for access to be granted, but the following classes are recommended. Integrated System Navigation and Overview (online) Introduction to University Business Administration-AS Internal Controls-AS
UVA ODS Specialist & Specialist-Limited	Covered in HR and Finance Courses

In addition to the required training as indicated in the table above, the following Discoverer courses are available.

Introduction to Discoverer is an online class and is not required, although strongly recommended.

Discoverer: Customizing & Analyzing Data in Your Reports is an instructor-led class designed to help you learn how to create your own reports and analyze information in pre-defined reports. Participants in this class must have the active responsibility, UVA ODS Specialist or a SIS Reporting Role and preferably at least 3 months of experience in using Discoverer.

Six Month Rule: If you have taken a required class for a specific responsibility, but have not completed the training nor have had the responsibility activated within six months of taking the class, you will be required to retake the class. Also, if you are assigned a responsibility that you previously had, which was deactivated for longer than 6 months, you will be required to retake the course(s) before it is reactivated.

Documentation

IS Documentation for Finance/HR Reports.
IS FAQs

"How Do I?" Documentation for:

ODS Specialist
ODS Specialist-Limited
ODS Specialist-Restricted

Discoverer: Customizing & Analyzing Data in Your Reports PDF Student Guide

Other Information and Resources

Financial and Administrative Policies & Procedures

Getting Started with the Integrated System

IS Finance/HR Glossary

Integrated System home

Contacts

General Help:
Phone: (434) 924-HELP (4357), menu option 2
Email: 4help@virginia.edu

Training and Access Help: For assistance with training registration, please contact the HR Service Center at (434) 982-0123. For questions regarding IS training and access, please contact the IS training team at is-help-staff@virginia.edu.