Submitting a CCOA Segment Request Form

Sandra Featherson
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11 steps
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2 minutes

Ucsb

Google Calendar

Smartsheet

If you need a new segment in the Common Chart of Accounts, or need to change a segment, please follow the steps below to submit a request. The request will route to the appropriate Assistant Dean and/or your Divisional Control Point.

Navigate to the Smartsheet Request Form. [https://app.smartsheet.com/b/home](https://app.smartsheet.com/b/form/1213b0ea4c83428b986e392e66551eb8)

Click the "Your Name*" field.

Type in your Contact Information

Select the Control Point for your Department. If you are in a department that falls within the Executive Vice Chancellor's area, a new drop down will open. Select the appropriate College or area.

Select the Segment (FRU, Fund, Account, or Activity) you are wishing to add, change, inactivate or delete. Note: Only Deans or Control Points can request changes to either Program or Commitment.

Click "Add, Change, Inactivate, or Delete" depending on the nature of your request.

Tip! If there are financial transactions associated with a segment, it can not be deleted. If there are no financial transactions associated with a segment in the past two years, it may be inactivated.

Depending on the Segment, complete the required fields identified with an Asterisk \*.

If you are requesting a new FRU (Financial Reporting Unit), and you want it to be within a certain number range, you can put your request in the FRU - New Number field. Note: General Accounting reviews the requests and they will determine if your request for a particular number falls within the overall numbering schema.

Please include as much information as you can in the FRU - Use field to explain the needs of the department.

Click "Submit". Once the request is submitted, it will be routed to your Assistant Dean for your college/division. If approved, it will route to the Chief Financial Officer (CFO) for your Control Point for review. If approved, it will be submitted in the Campus Financial System (OFC) for further review and approval by General Accounting, and/or the Budget Office. If you do not have an Assistant Dean for your area, it will route directly to the Chief Financial Officer.

This process is complete.