UNIT4 Business World

Access to UNIT4 and Trust Scheme of Delegation

Access to UNIT4 and amendments to the Trust Scheme of Delegation (Approvers) are covered by this form. There are two types of user defined in UNIT4:

• Requisitioners (Ordering)
• Approvers (Orders and Invoices)

Please ensure the form is completed correctly to reflect the:

• type of user
• for APPROVERS the level of approver AUTHORITY

Being an APPROVER on UNIT4 means that the individual has Financial Responsibility up to the authority level requested. Therefore the person will be added to the Scheme Of Delegation for the area(s) they have responsibility for.

More information on the Trust Scheme of Delegation and the associated policies can be found on our Financial Services intranet page.

Download UNIT4 Access Request Forms

Download and complete the appropriate form for access to UNIT4. Please send completed forms via email to rcht.u4bw@nhs.net or to:

• Finance System Admin
• Finance Department
• Carlyon House
• Royal Cornwall Hospital

Please ensure that the form is authorised by the appropriate Authorising Officer.

• Scheme of Delegation – Access to Unit4 – Account Request Form
• Charitable Fund Authorised Signatory – Access to Unit4 – Account Request Form

Training

Details on how to book onto Requisitioning Officer training are distributed after the Finance System Admin Team have processed the appropriately completed ‘Scheme of Delegation – Access to Unit4’ form.

Online approver training video can be accessed here:

• Unit4 Approver Online Training – Accessed via CITS Training Portal
• Select T-Z on the left of the page and choose Unit 4 – Approver. Then click Continue to learning…

UNIT4 Frequently Asked Questions

Download UNIT4 Frequently Asked Questions

• Frequently Asked Questions – Downloadable Guide

Requisitioners

The requisitioners by budget code spreadsheet lists all requisitioners and their associated departmental budget codes.

Info: This file is only available when your workstation is connected to the trust’s network.

Download Spreadsheets

• Requisitioners by Budget Code List – Downloadable Spreadsheet

Additional Resources

• Download FAQs
• Download Requisitioners by Budget Code List