Get an Account

To get an Infoview account:

  1. Complete and sign the InfoView Account Application Form
  2. Email the form to data-services@ucsc.edu

Docusign

We're unable to accept documents sent to us directly through Docusign.  You may use Docusign to gather the required signatures, however the final, signed document must be saved and attached to an email sent to data-services.

 


FAQ

Who should sign my application form?

What universes should I choose?

Should I pick limited read-only, read-only or report writer access?

Do I need a license? I/my employee needs report-writing access, but I don’t know if we have any licenses free.

What shared folders should I have access to?

How long will my application take to process?

Ok, I’ve got access now. Now what?

Any other questions


Who should sign my application form?

  1. You - The privacy statement on page 2 must be signed.
  2. Your supervisor - Your supervisor's approval is required for all levels of access.
  3. Any other signatures appropriate to the universe and access level being requested.

See the authorizor matrix to help figure out who else should sign your form.

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What universes should I choose?

Review the universe descriptions and available reports to help determine what makes the most sense for your position.

You might also consider asking colleagues or people in a similar position what access they have needed.

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Should I pick limited read-only, read-only or report writer access?

Limited Read-only - offers view-only access to universe data, but is restricted to reports sent to their Inbox or a shared folder.  Reports can be run/refreshed with new data and new prompt inputs.  These accounts do not have direct access to the centrally managed corporate reports.

This access is typically used for part-time or temporary employees, and users identified as students or consultants.

Read-only - identical to limited, but with full access to the centrally managed corporate reports.  This is the most commonly requested role.

Report Writer - The highest level of access. These users have the ability to create new reports and to change existing ones.  They can add new data columns, create custom calculations, alter the layout and presentation, and add or modify input prompts.

There are generally a few reports writers in each division/department tasked with creating, maintaining and customizing their unit's Infoview library.

Note: access levels are specific to a single universe.  A person can have read-only access in one universe and be a report writer in another.

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Do I need a license? I/my employee needs report-writing access, but I don’t know if we have any licenses free.

As of March 1, 2021, read-only and report writing access does not require a license.

 

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What shared folders should I have access to?

Shared folder access is authorized by business unit department management.

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How long will my application take to process?

It depends. Here are some general rules:

  • Processing will take longer if you are missing appropriate signatures
  • Read-only access is faster to grant than report-writing access
  • Applications for PPS, Student, GSS, AIS and sometimes Advancement access take longer to process because they have extra steps
  • If the universe requires FERPA training, sending your certificate with your application speeds up the process (our FERPA page has instructions)
  • AIS generally requires the most approvals
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Ok, I’ve got access now. Now what?

Welcome! Check out our First Steps page in the Help & Training section.

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Any other questions

Please email data-services@ucsc.edu.

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See Also