FIN How-to: Looking up an Org Officer

Do you need to look up your Org’s officer for officer approval? Here are three options for looking up your Org’s officer.

Note - A list of officers in alpha order for all campuses is available on the OUC website.

Read the procedures

Option 1: Look up your SpeedType in the Finance System

1. In the Finance System, click the SpeedType tile,
2. Enter the SpeedType and click Search.
3. Click the Org/Program/Project Attributes tab.
4. The officer’s name will be displayed in the Organization Officer/Principal/Manager section, next to Officer Position/Name.

Option 2: Look up your Org in the Finance System

1. In the Finance System, click the Chartfield/SpeedType Setup tile.
2. Select the Define Chartfield Value page.
3. Click Organization.
4. Enter your Org number and click Search.
5. At the bottom of the page, select CU Department.
6. The officer’s name will be displayed next to Officer Position.

Option 3: Run the m-Fin Org Tree List report

1. In CU-Data, navigate to Team Content > Finance > Look Ups and select the m-Fin Org Tree List report.
2. Click Next.
3.  On the second prompt page, select your campus and select Officer Name as an Extra.
4.  Click Finish.
5. Scan the resulting list for your Org. (Entering Ctrl-F and your Org number will speed up the search.) The Officer Name will appear in the far-right column next to your Org.