Services · Scale-Up

ERP Reporting, User Administration and Access Controls Manual

EUM06

Documents standard reports, report extraction, user roles, access requests, access reviews, password/security expectations and support escalation.

What changes

Improved report consistency, stronger access control and clearer user support pathways.

What you get

ERP reporting, user administration and access controls manual EUM016
Role-to-access and segregation-of-duties mapping EUM017
Access request, review and reporting validation checklist EUM018

What has to come first

Configured ERP with reporting and role/access model live Required

Reporting and role/access model must be live (via PDA modules or an existing system)
EUM01 to EUM05 Recommended

The module manuals whose transactions the access model governs
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment identifies ERP-use and access-control gaps

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Finance Director	Owns reporting consistency and access control
HNS finance and programme staff who run reports	The manual users
HNS ERP or system administrator	Administers roles and access
HNS IT and access approvers	Approve and review access
HNS internal audit function	Tests access and segregation, where it exists
GFDC delivery team	Drafts and advises

How it is measured

Indicator	Target	Evidence
Reporting and access manual approved and issued	Approved within 7 weeks of kick-off	Approval record; issued manual
Roles mapped to access and segregation of duties	100% of active roles	Role-to-access and SoD mapping
Access reviewed against the model with exceptions cleared	At first review, then on cycle	Access review record
Standard reports extracted from the ERP without rebuild after first cycle	Rising against the pre-manual baseline	Report extraction log

Tools

2 of 3 ready to download. The rest are in development and listed so you know they are coming.

EUM016 ERP reporting, user administration and access controls manual Template In development
EUM017 Role-to-access and segregation-of-duties mapping Template DOCX
EUM018 Access request, review and reporting validation checklist Template DOCX

Standards

COSO Internal Control - Integrated Framework
COSO Enterprise Risk Management (ERM) Framework
HNS ERP vendor documentation and configuration

Describe the problem, not the service

You do not need to know which of the 124 to ask for.

Request support