Add & Remove Technology Coordinators (TCs)

Add a New TC

1. Wait for Jira ticket to be Approved by someone who appears in Banner organization authorities

   1. If it takes a long time, and you suspect the Approver might have ignored the email, make them a Request Participant and send an email explaining the situation and asking for approval.

   2. If the approver is not on that list, email Reporter via Jira ticket suggesting a different approver on the list and help move approval logistics forward.

2. Add New user into PCR-360:

   1. On the blue Main tab on the left, select People > Workers/Contacts

      1. Search for the user and double click on their name

      2. Under Type, select User, Customer, and Coordinator

      3. (HR populates this list. You will never add a new person here.)

   2. On the orange Admin tab on the left, select User Management > Users

      1. Search for the user – if they were previously a TC (rare) they will already be in the system. If not found:

      2. Add a new user ID, which will always be their Odin ID

      3. Do not populate the Display Name

      4. Add the roles Customer Center & Guest

      5. Select the Select /Update existing contact radio button and click on the binoculars.

         1. Search the peron's name or odin ID and click Select.

         2. Make sure the phone number provided matches the contact and click “Save New.”

3. Add the new TC to the TC Google Group

4. Update the published Technology Coordinators List

5. Add the new TC to the TCSD Customer list

6. Resolve the Jira ticket, sending this email:

Welcome! You are now an OIT Technology Coordinator (TC), with the authority to request service for your department in the PSU Help Center.

We recommend each department designate two TCs -- please let us know if your department would like another TC to help support your department.

If you have any questions or need additional assistance, please refer to the Technology Coordinator FAQ, and do not hesitate to call our office at 5-4434 or email help-tdc@pdx.edu.

Remove a TC

1. Wait for Jira ticket to be Approved by someone who appears in Banner organization authorities

   1. If it takes a long time, and you suspect the Approver might have ignored the email, make them a Request Participant and send an email explaining the situation and asking for approval.

   2. If the approver is not on that list, email Reporter via Jira ticket suggesting a different approver on the list and help move approval logistics forward.

2. Remove user from PCR-360:

   1. On the blue Main tab on the left, select People > Workers/Contacts

      1. Search the user and double click on their name

      2. Under Type Remove User and Coordinator

   2. On the orange Admin tab on the left, select User Management > Users

      1. Search for the TC and double click on their name.

      2. Click the Inactive button (this will turn the record red)

      3. Click Save and Close

3. Remove the TC from the TC Google Group

4. Remove their name from the published Technology Coordinators List

5. Remove access from the TCSD by creating a subtask for the “Digital Accessibility & Content” team to remove TC as a Customer of the TCSD.

6. Resolve the Jira ticket, sending this email:

Your request is complete: NAME NAME has been removed as a Technology Coordinator. Thanks for helping us keep the TC list up to date!

Roughly Annually

• Run Cognos H0017 report and export into Banner organization authorities for reference