Chartfield Change Request

Overview

The Chartfield Change Request is an application with the Service Request System (SRS) to change current Chartfields for phone line services a department manages.

Screenshot of SRS navbar and dropdown with red square around Chartfield Change Request

Using the Application

At the top of your SRS dashboard, select Chartfield Change Request from the Permissions & Billing drop-down list.

Select Current Chartfield

This page allows you to change the departmental Chartfield(s) that current services are being billed to.

  1. Next to Switch Department, select the relevant department from the drop-down list.
  2. Then next to Select Chartfield, select the correct Chartfield from the drop-down list to change the services charged to it to a new Chartfield and display its corresponding user IDs on the next page.

Important: You can only choose Chartfields for which you are currently authorized. If you are not currently authorized for the correct Chartfields, you must use the Chartfield Change Request Form to request authorization.

  1. Click Next to proceed to the next step.

Screenshot with red numbers next to steps of the Select Current Chartfield page of the Chartfield Change Request

Select User IDs

This page provides you with a list of the user IDs associated with the Chartfield selected on the previous page.

  1. Select the user IDs which need to be changed by checking the box beside each one. Alternatively, check the box for Select All Records or Select All From Page, if applicable.

Note: 

  • If you would like to search for a particular set of user IDs or buildings, use the Search box.
  • Toll and local charges are only available for user IDs with Phone Lines (PH) and AuthCodes (RA). User IDs with anything else (e.g., DA) will only include a Monthly Recurring Charge (MRC).
  • If a service has Toll/Local/MRC charges to a different Chartfield than the one that was selected, it will be signified with a red “X” icon. Alternatively, if a service has Toll/Local/MRC charges to the selected Chartfield, it will be signified with a green check icon.
  1. Click Next to proceed to the next step.

Screenshot with red numbers next to steps on Select User IDs page of Chartfield Change Request 

Screenshot of Next button with number 2

Select New Chartfield

This page provides you with the ability to select a new Chartfield where you want existing services to be billed to.

  1. Use Select New Chartfield to choose a new Chartfield from the drop-down list.

Note: You can optionally choose to select a different department from the drop-down list other than your own next to Select New Department. However, most users will want to keep their current department.

  1. Check the box(es) beside the user IDs you wish to reassign. You can pick and choose where the charges go for different user IDs as you move through the list.
  2. Check the box(es) for applicable charges (i.e., MRC, Toll, and Local).
    1. Click Apply after each reassignment.

    Note: 

    • You can specify a new Chartfield or keep the same one as before.
    • Toll and local charges will be greyed out if the user ID(s) selected do not include a “PH” or “RA”.
    1. After you have finished selecting the new departments and Chartfields for each user ID, click Next to proceed to the final step.

    Screenshot with red numbers next to steps on Select New Chartfield page of Chartfield Change Request 

    Screenshot of Next button with red 5

    Review & Submit

    This page lets you review the changes you have made and double-check that everything is correct. If everything looks right, click Submit. You will be taken to a confirmation page and if you wanted to do this process again for a different Chartfield, you can select Submit Another Request and the system will take you to the beginning of the application.

    Screenshot of Review and Submit page of Chartfield Change Request 

    Screenshot of Submit button with red box

    Tips

    • Toll and local charges cannot be changed for any Chartfields except for those with user IDs that contain “PH” or “RA”. 

    Note: If you click Select All on the Select New Chartfield page, you may see local and toll charge boxes become available to check because the Chartfield list includes “PH” and/or “RA”.

    • You can only choose Chartfields for which you are currently authorized. If you are not currently authorized for the correct Chartfields, you must use the Chartfield Change Request Form to request authorization.
    Last Updated: 
    Thursday, October 10, 2019