Travel & Expense Management Collection Data Security
Data Collection Access Prerequisites
In general, individuals should have access to the General Ledger data collection in order to obtain automatic access to the Travel & Expense Management data collection for the same authorized organizations. If a user does not currently have General Ledger collection access, they must complete the Travel & Expense Management Data Access eForm, and obtain supervisor, school access administrator (or senior business officer), and data steward approval.
Releasing Data Outside the University
The only two offices that may disclose travel expense data
the University are Penn Travel Services and Financial Systems. If you do not work for those offices and you
request for data to be sent outside the University, refer the requester
to Financial Systems.
Keep a Log
You might want to keep a log of the reports you create, even if you are
giving it to someone within the University. The log might include:
- Who requested the data.
- When they made the request.
- What data they requested.
- Why they requested the data/how they planned to use it.
- What query and/or report you used.
Releasing Data Within the University
Within the University, asset data may be disclosed
only if it is needed to do the business of the University, and only to
those who need to know the information in order to do their jobs. If you
are not sure whether to fulfill a request for this information, call Financial Systems.
Questions you should ask to help decide whether to fulfill a request for
- Who wants the information?
- Why do they want the information?
- For what purpose will the information be used?
- If they pass the information on to someone else, for what purpose
will that person use it? Note: Usually, the data should be for
the requestor's use only; no data
should be posted in a public place including the World Wide Web.
- How will they secure the information once they have it?
- How will they dispose of the information when they are done with it?
For example, hard copy reports should be shredded.
Query Results. If you save your query results in Excel, pdf, or any other local file type, you
must see to it that any sensitive data stored on your
personal computer is safeguarded through physical security, access control
software, or encryption.
- Examples of physical security are locked offices and locked keyboards.
- Examples of access control software are a screen saver with password
protection (which your computer has been set up to initiate at startup)
or specialized desktop security software.
- If you encrypt your query results, you will need to decrypt them before
accessing them with Business Objects.
When a computer is left signed to an account, it is easy for someone to
gain unauthorized access. Either sign off from your account before you
leave your computer or restrict access by some other means (physical security
or access control software).
For more information on security and privacy, contact the Office of Information Security.