Page 4 - How do I Submit a Request for Compass Workflow Access

Emory Business Intelligence Access Request Form

Requesting Access Types

The type of functions that the employee can perform in EBI is listed.

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When an Employee Type is selected, the Requested Access Types section displays.
1. The Requested Access Types defaults to Consumer (Basic Navigation).

2. Complete the questionnaire regarding BI Navigation training.

 If you click the Yes button, you will return to the Emory Business
Intelligence Access Request Form page to continue completing the Policy: Training is required before
request. Go to the next step. access is granted. You can still
complete the form, but training will
 If you click the No button, you will have to exit out the Compass system be verified. www.emory.edu
and register for the required training before completing the request.
Compass will not allow you to complete the request and displays the message “Please note if you respond Yes,
completion of BI training will be verified before access is granted.” Click the Ok button and then Cancel to cancel the
request. You can still complete the form if you click Yes, but before EBI access is granted, training will be verified.

Saving and Submitting the Request

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1. You can click the Save button if you want to return to the request to make changes or

submit it at a later time. The system generates the Request Number at the top of the page.
2. Click the Submit for Approval button to send the request into workflow.

The request routes to workflow for approval.

3. Optional: Click the Add button to submit a new request. This option takes you back to the
Search/Fill a Form page instead of starting from the beginning to initiate a new request.

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