Upon opening the above link to the SFO Account Check Requisition Form, the initiator of the form will be prompted to enter the roles of those individuals who will be involved in the completion of the form. Those persons who are not the initiator and are specified within the role fields will receive an email that contains a link to access the DocuSign form, and which will allow them to populate their assigned portion of the form. A description of the  roles and examples of appropriate use are as follows:

 

Initiator: A required role, this is the person who has opened the DocuSign link and is initiating the form. This person is responsible for providing the persons and email addresses associated with each role of the DocuSign form. They are also responsible for populating all sections of the form, other than the student officer and adviser signatures and the portion completed by Business Services. The Initiator role may share the person and email address of either the Faculty/Staff Adviser or Student Officer roles.

 

Faculty/Staff Adviser: A required role, these fields are populated with the name and email address of a faculty/staff adviser who is authorized to approve the request.

 

Student Officer: A required role, these fields are populated with the name and email address of a student officer who is authorized to approve the request.