General Resources

In the Division of Academic Affairs, an Organizational Change may include:

• Creating a new unit,
• Changing the name of a unit,
• Moving a unit,
• Dissolving a unit, or
• Combining a unit.

Approval by the Provost is required before any change can be implemented*. A Request for Organizational Change form should be completed and provided to the Provost's Office for review and final approval. Ideally, the implementation date is several weeks out (or more) to allow time to prepare for the updates that need to happen as a result.

*The naming of a unit as a result of University Policy BOT-08.04-02/24, Naming Opportunities, will follow the requirements outlined in that Policy.

---

Organizational Change Updates

The following is a list of items that may need to be addressed due to an organizational or personnel change. There may be other items, including some specific to the unit, not listed here. The unit undergoing the change(s) is responsible for ensuring all necessary updates are made.

• Apps, Forms, and Systems Updates
  • Changes in access and/or other updates needed: ACRES, Catalog, CourseLeaf, Degree Works, DocuSign, Dynamic Forms, Jira, Message Composer, MyUWF Apps, Oracle, Qualtrics, Service Desks (i.e., Jira) SQL, Tableau, and others not listed here. Changes
• Argonet Accounts - Unit
  • Account ownership
  • Responsible Party and Content Providers
  • Email - Change in forwarding (if applicable)
• Banner
  • Finance and HR Security Access
  • Requisition approver or submitter changes
• Budget
  • Changing the Financial Manager for an index, requesting a new index, requesting changes to an existing org/fund/index.
  • Visit the Banner Chart of Accounts Changes Jira Service Desk Confluence page for additional information.
• Business Cards
• Campus Directory - Individual
  • Campus Address
  • Phone Number
• Campus Directory - Unit
  • Unit Name
  • Contact Info
    • Building and Room number
    • Phone Number
    • External Website Link
    • Department Numbers
  • Removal of listings that are no longer needed
• Concur
  • Change in delegation
• Confluence
  • Content changes
  • Changes in ownership or management of spaces, pages, and processes
• Copy Services
  • Requesting or removing copier access
• Departmental Information Security Representative (DISRep) Support
  • Identifying a new DISRep or updating which unit(s) a current DISRep supports
• Email Signature
  • Individual
  • Departmental
• Google Calendar
  • Changes in access
  • Changes in ownership (for department accounts)
• Google Documents (Docs, Sheets, Forms, etc.)
  • Changes in Access
  • Changes in ownership
• Google Drive - Unit
  • Changes in access
  • Changes in ownership
• Groups
  • Changes in access
  • Changes in ownership
• Information Navigator
  • Report access
• Keys
  • Return or issuing new keys
• Letterhead and Envelopes
  • Updates to name or other identifying information
• Marketing Materials
  • Electronic materials
  • Logos
  • Printed materials
• Name Badges
• Organizational Charts
• Personnel
  • Being claimed or unclaimed by a unit
  • Supervisor updates
  • Position Description updates
• PCard
  • Changes in funding index
  • Changes in approval routing
• Phone
  • Display Name
  • Index to be charged
  • Location
  • Voicemail message
• Property
  • Transfer, return of, or change in ownership
• Signage
  • External
  • Internal
• Signature Authority
• Technology
  • Change in technology support
  • Change in ownership of technology
• Website
  • Changes in access
  • Changes in content
  • Changes in ownership
• Zoom
  • Change in Schedule Privilege