UCT Administrative Forms

 
 
UCT Administrative Forms Student Administrative Forms Updates and new forms Archives Top 20 Form help
 
     
Last updated: 28 November 2016
   

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 Form Finder

  • This page lists UCT Administrative Forms currently administered by the Content Architecture team (Systems Division).
  • For Student Administrative Forms, use the navigation bar above or see: UCT Student Administrative Forms.
  • All forms available on this web page are for UCT staff and/or third party use only, unless marked with an asterisk (*).
  • All forms are owned by their respective Organisational Entities.
  • If you are experiencing technical problems finding, viewing or accessing these forms, contact Catherine Fortune - Content Architecture team (Systems Division)
 
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 Forms by Organisational Entity acronym :
 
 
 or choose Edit > Find (or CTRL+F) to locate the form you need.
 
Administrative Archives (AA)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
AA01 Records transmittal list Before sending records/files to Administrative Archives for archiving to describe the records submitted. None 04.10.2012
Academic Administration (ACA)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
ACA03 Student bank account details When you need to capture student bank account details on
PeopleSoft (for emergencies only).
None 24.07.2009
ACA04 UCT Student Systems development request When you need to make a development request for Student Administrative Information Systems such as: PeopleSoft, Residential Management System (RMS), Syllabus plus, Image Now etc. None 03.05.2011
ACA05 This form has been discontinued.
ACA06 Adding a person record to PeopleSoft When adding a person record to PeopleSoft. None 06.03.2013
ACA08 Cancellation of Registration To cancel your registration entirely (not to change your curriculum).
Note: This form must be handed in to your Faculty Office.
None 12.05.2014
ACA10 Request for out of hours system support When requesting out of hours support for a student or related system. None 24.06.2016
ACA11 Form no longer in use, replaced by ACA031
ACA13 Backdating a course enrolment or course drop date in PeopleSoft When needing to backdate a course enrolment or course drop date in PeopleSoft. None 19.12.2012
ACA30 This form has been replaced by:
ACA034 - Approval form for new courses
ACA035 - Changes to existing courses
ACA31 UCT Short Course Approval Form When requiring faculty and Senate approval for a new short course. ACA031HLP 06.11.2014
ACA32 Creating a code for a new plan When creating a code for a new plan within an existing programme / plan within a qualification. ACA032HLP 13.11.2014
ACA33 Creating a code for a new qualification When creating a code for a new qualification with its attendant programme / plan codes. ACA033HLP 13.11.2014
ACA34 Approval form for new courses When requiring Faculty and Senate approval for a new course. ACA034HLP 13.05.2016
ACA35 Changes to existing courses When requiring Faculty and Senate approval for changes to an existing course. ACA035HLP 06.11.2015
ACA36 External credit and exemption application When applying for external academic credit and/or exemption. None 05.03.2015
ACA41 Faculty of Heath Sciences
Short Course Approval Form
When requiring faculty and Senate approval for a new short course within the Faculty of Health Sciences. None 22.02.2016
ACA44 Deferred Examination Application Form – 2016 When a student wishes to apply to defer their examinations for the 2016 period due to illness or other good cause. None 20.10.2016
Assets (AS)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
AS001 Asset acquisition form Either when you want to buy an item (complete this form only);
Or when you have a donated asset (also complete form CD006).
AS001HLP 09.05.2016
AS002 This form has been removed, use AS001 combined with CD006 instead.
AS003 Asset re-location form When an asset belonging to your department or unit is being transferred to another department or unit or to another building. AS003HLP 22.07.1999
AS004 Asset retirement form When you wish to, or have disposed of an asset and require it to be removed from the asset register (or retired). Reasons for retiring an asset include: scrapping, selling, trading it in, claiming insurance or returning the item to the vendor. AS004HLP 11.04.2013
AS005 New asset under construction Properties and Services Dept should complete ONE form for EACH new Capital Project (Asset under construction). None 20.06.2012
AS006 Fixed asset count authorisation When the departmental count is finished, this form is to be completed and attached to the departmental count sheets for submission to the office of the Financial Manager of the Faculty/Service area. None 09.02.2010
Properties and Services (BAS)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
BAS01 Goods Movement Permit
(Short Loan)
When you want to remove an asset from the campus on a "once-off" basis. None 20.11.2000
BAS02 Goods Movement Permit (Extended) When you want to remove an asset from the campus on a continual daily basis, e.g. laptop computers, cell phones, etc. None 03.09.2003
BAS03 Application for the Issue of a Third Party Identification and Access Control Card When you want to apply for an access card for a third party who will be at UCT or need access to UCT structures for some period of time. BAS03HLP 24.03.2015
BAS04 UCT Class Test Venue Request Form (UCT staff) When UCT staff need to request a venue for a class test, either for the current year where the student enrolment is greater than 200 students or for the following year irrespective of student enrolment numbers. None 03.09.2014
BAS05 This form has been removed, as it is no longer in use.
BAS06 New third party system user administrator application When applying for administrator access to the Third Party system. None 24.03.2015
BAS07 Application for the registration of Third Party identification for employees of UCT contractors Use either when:
registering a new third party who is an employee of a UCT contractor, and applying for access to UCT resources,
or, for an existing third party who is an employee of a UCT contractor: updating contact details, or renewing or extending access.
None 24.03.2015
BAS08 Application for the amendment of Third Party identification and associated access to UCT resources When renewing an existing third party, updating personal details or changing access requirements. None
24.03.2015
BAS09 Change of Third Party System user details or organisational unit When a user's details have changed, or a user needs to work on different or additional organisational units. None 20.04.2011
BAS10 Access Control Fault Logging or Access Request Form When you would like to report a fault with the access control system or you would like to request additional physical access for an individual or a group of people. None 08.09.2014
BAS11
(Right click - Save As...)
UCT Request for Building Maintenance When reporting a building or equipment fault or submitting a request for building or equipment maintenance or repair.
Note: Please "Right click - Save As..." to download the form to your computer.
BAS11hlp (Help document)
BAS11hlp (Help movie)
Maintenance FAQ
26.02.2016
Business Objects Finance (BOB)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
BOB001 Business Objects Hierarchy When you want to see which General Ledger (GL) account is linked to which GL grouping in the Business Objects (BOB1) reporting hierarchy. None 13.09.2016
Department of Alumni & Development (CD)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
CD001 Prospect Contact Report When you want to report any visits made to prospective donors in relation to UCT business. None 07.04.2006
CD002 This form has been removed, please use CD007.
CD003 This form has been removed, please use CD007.
CD004 This form has been removed, please use CD007.
CD005 This form has been removed, please use CD007.
CD006 Donated Asset Notification When you have received a donated asset which:
Either needs to be recorded in the UCT assets register
Or does not need to be recorded in the assets register but requires a Section 18A certificate.
None 07.04.2006
CD007 Donation Processing
Note: This is a combined form, and replaces the previous CD002, CD003, CD004 and CD005 forms.
When you have received one of the following:
  • approval for a fundraising project, and want it to be created on Kidz.
  • a pledge, award or notification of a future donation to UCT.
  • a donation and want to have it processed to your fund.
None 26.06.2015
Communication and Marketing Department (CMD)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
CMD01 Application to host an academic event at UCT Use this form to apply to host an academic event - i.e. a conference, congress, seminar, symposium or workshop. None 15.07.2015
CMD02 Website application Use when applying for the creation of a website, either in the UCT Web CMS (Content Management System) or another suitable repository.
This form is no longer in use. Please complete this request in ServiceNow: New Website Application
CMD03 Application for Domain Administrator training and access to UCT Web CMS When applying for training and access for a Domain Administrator to manage/maintain content for a site in the UCT Web CMS (Content Management System)
This form is no longer in use. Please complete this request in ServiceNow: Add/Change Domain Administrator
CMD04 Website activation application Use either when you have an existing site that is being replaced with a new site on the UCT Web CMS (Content Management System) or if you have a new site which you want to make live.
This form is no longer in use. Please complete this request in ServiceNow: Make Website Live
CMD04 Website deactivation application This is a request to deactivate an existing site which has been created in the UCT Web CMS.
This form is no longer in use. Please complete this request in ServiceNow: Remove Website
CMD05 Application for UCT Web CMS training When applying for training of Senior Content Manager(s) / Content Manager(s) / Page Manager(s) to manage/maintain content for a site in the UCT Web CMS (Content Management System). None 04.07.2014
Cost Accounting (CO)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
CO101 This form has been removed, as it is no longer in use.
CO102 This form has been removed, as it is no longer in use.
CO103 Application for Cost Center Maintenance When you want to create or maintain a cost center.
For more than 3 requests, please use the CO103 spreadsheet.
None 24.01.2011
CO104 Application for Cost Center (CC) Group Hierarchy Maintenance: Standard Hierarchy When you want to create or change a cost center group that is part of the standard cost center hierarchy. None 19.02.2008
CO105 This form has been removed, as it is no longer in use.
CO106 This form has been removed, as it is no longer in use.
CO107 Application for Real Internal Order Maintenance When you want to create or change a real internal order.
For more than 3 requests, please use the CO107 spreadsheet.
None 01.09.2014
CO108 This form has been removed, as it is no longer in use.
CO109 This form has been removed, as it is no longer in use.
CO110 This form has been removed, as it is no longer in use.
CO111 This form has been removed, as it is no longer in use.
CO112 Application for Real Internal Order (RIO) Group Maintenance When you want to create, change or delete a real internal order group. None 24.01.2002
CO113 Application for creation of fund/cost object relationships (ZFIT update) When you have a new or existing fund or cost centre and you would like to create ZFIT relationships. None 16.02.2011
CO114 Application for deletion of fund/cost object relationships (ZFIT update) When you would like to delete ZFIT relationships. None 16.02.2011
CO115 Request for CO reposting When you wish to repost costs or revenue from one cost object to another. You CAN repost from a cost center to a RIO, or vice versa, as well as from one cost center to another, or one RIO to another. This form CANNOT be used if you need to change a cost element/GL or a fund. In this case, use a journal instead (FM013). None 24.01.2011
CO116 This form has been removed, please use CO115.
Doctoral Degrees Board (DDB)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
DDB01 Form no longer in use, replaced by DDB07.
DDB02 Form no longer in use, replaced by DDB07.
DDB03 Appointment of Additional Examiners When appointing additional examiners for a PhD thesis. None 09.02.2016
DDB04
(previously know as DDB03
Supervisor’s Report When the supervisor of a PhD candidate reports on the candidate to the Doctoral Degrees Board. None 13.09.2016
DDB05 Committee of Assessors Recommendation When the Committee of Assessors has met and recommends to the Doctoral Degrees Board the status of the examined thesis. None 19.08.2016
DDB06 Certificate of Corrections When the supervisor of a PhD candidate certifies corrections to a PhD thesis. None 22.11.2016
DDB07 Appointment of COA and Examiners When appointing members of the Committee of Assessors and examiners for PhD theses. None 09.02.2016
DDB08 Thesis Open Access
Suppression Form
When there is a need to prevent your thesis/dissertation from being made available online via OpenUCT. None 09.02.2016
DDB09 Notice of intention to submit PhD thesis When wishing to declare submission of a PhD thesis. None 09.02.2016
DDB10 PhD IP Assessment Form This form is to be completed by PhD students registered in Engineering and Built Environment, Health Sciences and Science prior to thesis submission.
Note: This form must be submitted in conjunction with DDB09.
None 09.02.2016
DDB11 Declaration and Submission Form This form is to be completed when uploading a Doctoral thesis for examination. None 09.02.2016
EBE Faculty (EBE)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
EBE01 Removed.
EBE02 Removed.
EBE03 Removed.
EBE04 Removed.
Health Sciences Faculty (FHS)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
FHS001 Clearance of non-GOB proposals When you are applying for/receiving funding, such as contracts related to non-research activities. None 22.09.2016
FHS002 Clearance of research proposals (also known as C1) When you are applying for research funding, such as contracts, consultancies, clinical trials and other research related activities.
Note: From 1 February 2014, only the  PDF FHS002 (C1) e-form may be used. It has replaced the Microsoft Word version.
None 04.06.2016
FHS003 Animal Research Ethics Committee - Application Form When you are applying for ethics approval to perform testing on animals. None 01.10.2016
FHS004 Annual Progress or Final Report Form When you need to submit an annual progress and study closure report to the Animal Ethics Committee. None 03.12.2015
FHS005 Application for minor amendment(s) to a previously approved study by Animal Ethics Committee When you are making minor amendments to a previously approved study by Animal Ethics Committee. None 03.12.2015
FHS006 Protocol Amendment When making changes to a protocol approved by the Human Research Ethics Committee.
See: 2012 HREC guidelines on amendment submissions.
FHS006hlp 04.03.2016
FHS007 Amendment - study staff When making staff changes to a protocol approved by the Human Research Ethics Committee. FHS006hlp 12.09.2016
FHS008 Internal Adverse Event or Unanticipated Problem reporting When reporting an internal adverse event or unanticipated problem with an active protocol. FHS008hlp 20.05.2016
FHS009 Reporting form for safety information When summarising and submitting an updated Investigator Brochure (except if accompanying a new protocol application), Safety Information or Publication, an Audit Report (with significant findings) or a Hold on Activity. None 23.07.2014
FHS010 Study closure report When you wish to close a study. None 11.09.2014
FHS011 Study deviation When you need to report major protocol violations. FHS011hlp 20.06.2016
FHS012 Study exception When you need to report major protocol exceptions. None 20.06.2016
FHS013 New protocol application form - Section A When you need to apply for a new protocol - Section A.
Note: Applicants for databases, registries or repositories should only fill out form FHS020.
FHS013hlp 28.11.2016
FHS014 Preparing a synopsis: Section B - Pointers for Researchers When you need pointers on preparing a synopsis (Section B).
Note: This is not a form in itself.
None 23.07.2014
FHS015 Research protocol - Section C When you need to complete section C of a new protocol application. FHS015hlp 23.07.2014
FHS016 Annual progress report When you need to submit an annual progress report to the HREC. FHS016hlp 23.07.2014
FHS017 Annual progress and study closure report When you need to submit an annual progress to the HREC.
Record Reviews/Audits/Collection of Biological Specimens/Repositories/Databases/Registries.
FHS016hlp 23.07.2014
FHS018 Short courses run by Departments When your department/unit is intending to run a short course or workshop. None 15.12.2009
FHS019 Final Report When you need to close a study.
Record Reviews / Audits / Collection of Biological Specimens / Repositories / Databases / Registries.
None 18.09.2014
FHS020 Application to establish an ongoing Database, Registry or Repository for research purposes When you need to apply for an ongoing database, registry or repository. None 19.11.2015
FHS021 Undergraduate student research protocol application form When you need to apply for an Undergraduate student research protocol. None 29.06.2016
FHS022 Application Form for Major CAPEX Projects (First Phase – Preliminary Request) For any Major UCT space project which exceeds R100 000, including self-funded projects. None 28.04.2016
FHS023 Application Form for Major CAPEX Projects (Second Phase) For any Major UCT space project which exceeds R100 000, including self-funded projects. None 28.04.2016
FHS024 Application Form for Minor CAPEX Projects ( < R100 000) For any Minor UCT space project which is less than R100 000, including self-funded projects. None 28.04.2016
FHS025 Vendor Request Application When submitting a request for a new, temporary or student vendor. None 26.08.2016
Central Finance (FM)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
FM003 Application to open or change a fund When you want a fund to be created or changed on SAP.
Note: For assistance on applying for an NRF fund, see: NRF fund maintenance - Applying for new NRF funds. (Updated: 17.11.2016)
FM003hlp 18.03.2016
FM004 Application for Funds Centre maintenance When you want a Fund Centre to be created or changed on SAP. None 27.11.2015
FM005 Expenses Commitment item/ General ledger accounts This is not a form but a list of expenses general ledger accounts and commitment items for your information. None 13.07.2016
FM006 Revenue commitment item/general ledger account hierarchy This is not a form but a list of revenue general ledger accounts and commitment items for your information. None 06.07.2016
FM007 Close a fund When you want a fund to be closed on SAP.
Note: For assistance in closing an NRF fund, see: NRF fund maintenance - Closing a fund. (Updated: 04.04.2016)
None 12.04.2013
FM010 Application for additional budget When you have insufficient budget in your Fund and you want to apply for additional budget. None 29.04.2004
FM011 Application for transfer of budget When you want to transfer budget from one Fund under your control to another Fund also under your control or to transfer income or capital from an invested Fund to an operational Fund. None 29.05.2000
FM012 Application for bridging finance When you want to apply for bridging finance, the completed form must be sent to Treasury, Finance Department. None 05.02.2014
FM013 Request for journal: single entry form When you want a journal passed of only 2 lines, to debit one Fund/G/L account and credit another.
Note: For assistance in journal processing for NRF grants, see: Guidelines - Journal processing for NRF grants.
None 07.05.2015
FM014 Request for journal: multiple entry form When you want a journal passed of more than 2 lines, but less than or equal to 6 lines.
For more than 6 lines, please use the FM014 spreadsheet.
Note: For assistance in journal processing for NRF grants, see: Guidelines - Journal processing for NRF grants.
None 07.05.2015
FM015 This form has been removed
FM017 Request for journal: special journal form When you want a journal passed to debit or credit internal orders as well as one or more Funds. None 04.03.2002
FM018 Processing a credit memo without reference When you want to process a credit memo without reference to a purchase order. None 11.02.2005
FM019 Processing a debit memo without reference When you want to process a debit memo without reference to a purchase order. None 11.02.2005
FM024 Internal Transfer: fund to customer To be used for charges between the General Ledger and Debtor's Ledger. None 18.12.2003
FM030 Claim for mileage reimbursement When you have used your private vehicle on approved University business or field trip. None 08.03.2016
FM031 Request for advance When you require money (cash/cheque) for sundry purposes, field work or travel expenses in advance of the supporting documentation.
(Refer Finance Guidelines: FG003 for guidance as to which form to use when requesting payment from UCT for UCT related business.)
None 12.12.2014
FM032 Subsistence and Travel (Local & Foreign) When you require subsistence for business travel. In addition, you may require an advance for related travel/accommodation expenses not covered by the S&T allowance. See: S&T policy Attachment C for guidelines of amounts included/excluded from S&T.
(Refer Finance Guidelines: FG003 for guidance as to which form to use when requesting payment from UCT for UCT related business.)
None 20.07.2016
FM033 Clearing of Advance When clearing an advance that you have previously requested. Please refer to the Advances policy for the deadlines for clearing advances in order to avoid tax implications. None 08.03.2016
FM034 Petty cash float When you want to request a new petty cash float, or to increase, decrease or close a petty cash float. None 18.11.2013
FM037 This form has been removed
FM040 Staff Vendor Application When a staff member needs a staff vendor number for reimbursements or S&T allowances. None 04.11.2016
FM041 Request for exception to finance policy When a staff member requires the approval of the Executive Director, Finance, to be considered for exception to one of the finance policies.

Note: A copy of this signed form must be attached each time the relevant payment request is submitted to Creditors.
None
19.01.2016
FM042 This form has been removed, see form HR109. FM042 has been deleted due to the new UCT Cell phone policy GEN004
FM043 This form has been removed, see form MM010
FM044 This form has been removed, see form MM009
FM045 Reimbursement (UCT internal) When you need to be reimbursed for expenses that you have been authorised to incur on behalf of UCT.
(Refer Finance Guidelines: FG003 for guidance as to which form to use when requesting payment from UCT for UCT related business.)
None 09.09.2015
FM046 This form has been removed, see form MM014.
FM047 Claim for petty cash reimbursement When you want to be reimbursed for petty cash used to pay expenses. None 07.03.2011
FM048 Delegated petty cash signatory When you need to set up or change a petty cash signatory for verification purposes. None 07.03.2011
FM049 Reimbursement (UCT external) When you need to reimburse external parties for authorised expenses that they have incurred on behalf of UCT.
Note: External parties are individuals who are not current UCT staff members or students.
(Refer Finance Guidelines: FG003 for guidance as to which form to use when requesting payment from UCT for UCT related business.)
None 08.03.2016
FM050 Missing supporting documents When there is no supporting documentation available for various transactions, e.g. P-card, Advances, S&T. None 25.06.2015
FM051 Electronic transfer request When a vendor requires an electronic payment into their bank account. Please be aware that terms other than "Net 30" can only be negotiated by the Purchasing Dept.
Note: All electronic transfer requests will be charged a service fee of R150.00, except foreign payments that attract usual bank charges.
None 17.04.2014
FM052 Request for student award/ prize from investment fund When you need a UCT cheque for a student prize or award using an investment fund.
Note: There are only two cheque runs a week, therefore please make your request timeously, bearing in mind that the request needs to be processed by the Treasury Dept, then Creditors and signed off by two Central Finance signatories before the cheque is printed. For all other funds, use a Purchase Order via Creditors.
None 14.09.2015
FM053 Change to petty cash custodian When you need to change the petty cash custodian. None 18.11.2013
Governance Intranet (GI)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
GI01 Servicing Officer Application When a UCT committee servicing officer needs to apply for access to the Governance Intranet in line with their role.
For further information, see: The Governance Intranet.
This form is no longer in use. Please complete this request in ServiceNow: Servicing Officer Application
No form Servicing Officer Removal
(Note: No form previously existed for this request which can now be completed through ServiceNow.)
When a UCT committee servicing officer no longer needs access to the Governance Intranet and needs to have their access removed.
For further information, see: The Governance Intranet.
Please complete this request in ServiceNow: Remove Servicing Officer
GI02 New Committee Application When a UCT servicing officer (SO) or UCT staff member needs to apply for the creation of a new committee on the Governance Intranet (GI).
For further information, see: The Governance Intranet.
This form is no longer in use. Please complete this request in ServiceNow: New Committee Application
Human Resources (HR)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
HR100a Appointment
(for department use)
This form is used in respect of all appointments handled by departments, excluding the appointment of students to roles linked to their studentship e.g. tutor, library assistant, sub-warden.
See also:
Ad hoc letter of appointment
Paid-on-claim letter of appointment
None 02.03.2016
HR100b Appointment
(for department use – students in roles linked to their studentship)
This form is used for the appointment of students to roles linked to their studentship (e.g. tutor, library assistant, sub-warden).
See also:
Ad hoc letter of appointment
Paid-on-claim letter of appointment
None 30.07.2014
HR100c Appointment
(for Staff Recruitment use)
This form is normally used by the Staff Recruitment & Selection Office only. It is also used when departments process T2 research (academic) appointments. None 28.01.2016
HR100d Joint Staff Appointment
(for department use)
This appointment form is used to appoint all UCT/NHLS and UCT/WCG staff on NHLS and WCG conditions of service. None 08.11.2013
HR101 Personal Details When staff are appointed, when personal details of staff change, when payments are made to invigilators not employed by UCT. None 18.11.2016
HR102 Change of Appointment When any aspect of a staff member’s appointment changes. None 11.04.2016
HR103 SHAWCO Appointment For all SHAWCO appointments. None 28.05.2013
HR104 Organisational Unit For creating new organisational units and when requesting changes to existing organisational units. None 13.10.2015
HR105 Additional Payment When processing a once-off payment to a permanent or contract staff member already on the monthly payrun - or processing any allowance paid monthly. None 13.10.2015
HR106 Multiple Payments When making variable payments to staff who have already been appointed on a paid-on-claim contract. None 29.11.2013
HR107 Overtime & Standby Payments When making overtime and/or standby payments. None 13.10.2015
HR108 Baxter Payments For Baxter staff ONLY. None 14.03.2012
HR109 Cell Phone Allowance When eligible to participate in the UCT Cell Phone Policy. Please refer to Finance Policy GEN004 for eligibility. None 30.01.2009
HR110 Stop Order for Housing Bond This form has been removed as HR no longer accepts new bond deductions.
HR111 Pay Reduction When reducing pay in cases of unauthorised absence. None 30.01.2009
HR115 Multiple Changes to Funds/Cost Centres When making multiple changes to funds and cost centres/orders. None 30.01.2009
HR120 External Examiner -Taught Courses When claiming an honorarium for an external examiner – specifically in undergraduate and postgraduate taught courses. None 05.02.2014
HR121 External Examiner - Master’s Research When claiming an honorarium for an external examiner – specifically in respect of Master’s or Higher Postgraduate research. None 14.01.2015
HR122 External Examiner -Thesis Completed by the Doctoral Degrees Board Office when claiming an honorarium for an external examiner. None 01.11.2016
HR123 External Co-Supervisor When claiming an honorarium for an external co-supervisor. None 19.09.2013
HR124 Invigilators When claiming payment for invigilators. None 14.07.2014
HR125 Staff Tuition Rates When an employee or retiree applies for staff tuition rates. None 21.10.2016
HR126 Private Work Application
(For joint clinical staff on UCT conditions of service)
The following forms are attachments to HR126 and must also be completed:
  • HR126a - Private Work –Central Hospital Work Plan

  • HR126b - Private Work – Regional / District Hospital / Services Work Plan

  • HR126c - Private Work – Income Declaration
When you are a medically qualified joint academic staff member on UCT conditions of service applying to do private work in terms of the Limited Private Practice (LPP) policy. None 13.10.2015
HR130 Disclosure form for Staff Must be used to declare your financial and fiduciary interest and those of your immediate family.
Note: The disclosures sought are required by the Higher Education Act, Council’s Policy, and Council’s Rules on Conflicts of Interest, and the application of those rules to members of Council, Council committees and staff. See: Conflict of Interest
None 13.10.2015
HR131 Disclosure form for Council and Committee members Used by members of Council and members of Council committees to declare financial and fiduciary interest and those of the immediate family.
Note: The disclosures sought are required by the Higher Education Act, Council’s Policy, and Council’s Rules on Conflicts of Interest, and the application of those rules to members of Council, Council committees and staff. See: Conflict of Interest
None 13.10.2015
HR134 Acknowledgement of Debt When employees acknowledge debt to the University. None 13.10.2015
HR136 HEMIS Data Collection When academic staff members (including students with an academic appointment) are appointed to a position that involves the teaching of students including preparation, marking, setting examinations, curriculum development, lectures, seminars, tutorials, practicals and supervision of theses and dissertations. None 13.10.2015
HR140 Leave General leave form for PASS and academic staff. None 18.11.2016
HR141 Study & Research/Contact Leave When applying for study & research or contact leave. None 13.10.2015
HR142 Leave for Wardens When a warden plans to be away from his/her residence for more than 24 hours. None 27.02.2014
HR143 Study & Research Leave Report Cover Sheet Cover sheet for any Study & Research leave report submitted for approval. None 05.07.2012
HR144 Special Leave Without Pay When an employee applies for special leave without pay. None 13.10.2015
HR145 Termination Termination or completion of contract. None 02.03.2016
HR146 This form has been removed and replaced by an online Exit Questionnaire on Vula. It does not require logging in to Vula and is anonymous.
HR147 Leave Payout Completed by line management when the payout of leave is necessary. None 02.03.2016
HR150 UCTRF Investment Choice When becoming a member of the UCT Retirement Fund. None 29.02.2016
HR151 UCTRF Nomination of Beneficiaries When becoming a member of the UCT Retirement Fund. None 29.02.2016
HR152 UCTRF Additional Voluntary Contributions When UCTRF members make additional contributions to the fund for the purpose of increasing pensionable service. None 02.03.2016
HR153 UCTRF Withdrawal When applying for UCT Retirement Fund withdrawal benefits in the event of resignation, retrenchment, dismissal or any reason except retirement. None 27.10.2016
HR155 GLA Nomination of Beneficiaries Completed by UCTRF members in respect of Group Life assurance. None 29.02.2016
HR156 GLA Optional Cover When UCTRF members take optional additional group life cover. None 02.03.2016
HR157 UCTRF Retirement This form is used for retirement from the UCT Retirement Fund (UCTRF), after consultation with the Retirement Officer or the UCTRF Office. None 27.10.2016
HR158 UCTRF Living Annuity This form is only used in conjunction with the HR157 UCTRF Retirement form. None 27.09.2016
HR159 Debit order -
Retirees and beneficiaries
This form is used when a retiree has elected to continue their membership of the medical aid scheme or the UCT Separate Group Life Assurance scheme. It is also used to change bank details for an existing debit order. None 25.07.2016
HR160 Selection Committee Academic Posts When appointing a selection committee to recruit and fill a vacant academic post. None 19.07.2016
HR161 Selection Committee Academic Posts (Health Sciences) When the Faculty of Health Sciences appoints a selection committee to recruit and fill a vacant academic post. None 19.07.2016
HR162 Selection Committee GSB Director When appointing a selection committee to recruit and fill a vacant GSB Director’s post. None 13.10.2015
HR163 Selection Committee Executive Directors and the Registrar When appointing a selection committee to recruit and fill a vacant Executive Director's or Registrar's post. None 13.10.2015
HR164 Selection Committee PASS Staff When appointing a selection committee to recruit and fill a vacant PASS post. None 11.04.2016
HR165 Selection Committee Deans When appointing a selection committee to recruit and fill a vacant Dean’s post. None 13.10.2015
HR166 Selection Committee Vice Chancellor When appointing a selection committee to recruit and fill a vacant Vice Chancellor's post. None 13.10.2015
HR167 Selection Committee Deputy Vice-Chancellor When appointing a selection committee to recruit and fill a vacant Deputy Vice-Chancellor's post. None 11.04.2016
HR168 Checklist for EE representatives serving on selection committees When serving as an EE representative on a selection committee. None 21.04.2015
HR169 Nomination of Candidates for Appointment as Honorary Professors and Associate Professors When nominating a candidate for an Honorary Professorship or Honorary Associate Professorship. None 18.05.2016
HR170 Performance Improvement Plan (PIP) When an employee fails to maintain standards of performance laid down in his/her employment contract and corrective action is necessary. None 27.05.2015
HR171 Performance Improvement Plan (PIP) Review When reviewing progress made against a Performance Improvement Plan drawn up previously. None 27.05.2015
HR172 Written Warning Completed by chairperson of disciplinary enquiry when a finding of guilty is reached. None 30.01.2009
HR173 Grievance When an employee wishes to raise a grievance against another employee at UCT. None 13.10.2015
HR174 Annual Academic Review Completed annually by each academic as part of a process of review. None 13.10.2015
HR175 Performance Assessment Completed by HOD's when providing a recommendation on a performance category in respect of academic staff. None 13.10.2015
HR176 Probation Review When providing an interim or final probation review report. None 13.10.2015
HR180 Staff education bursary scheme application form When UCT funds formal education for permanent (full or part-time) PASS staff. None 11.08.2016
HR185 This form has been removed and replaced by the online Course Booking Form. For assistance, please contact the Staff Learning Centre on x 3812.
HR186 Bursary Agreement When UCT contributes to tertiary study fees for staff. None 13.10.2015
HR187 Conversion of bursary into loan When a staff member fails to comply with the Bursary Agreement conditions. None 13.10.2015
HR188 Declaration of obligation When UCT funds non-formal learning and development in excess of R25 000. None 13.10.2015
HR189 Conversion of declaration of obligation into loan When a staff member fails to comply with the Declaration of Obligation conditions. None 13.10.2015
HR190 HR Information request To request data from the HR and/or payroll database for the creation of either special reports or labels. None 18.11.2016
HR191 Job Description This form serves as a template for the writing of job descriptions. None 13.10.2015
HR192 Job evaluation application form When a job needs to be evaluated and graded. None 13.10.2015
HR193 Application for Skills Development funding When internal training providers, Deans, Executive Directors, Heads or others make application to the Staff Development Committee for learning and development funding from the Skills Development Levy refund during the annual application exercise. None 04.09.2015
HR194 Access to UCT staff for research purposes When requesting access to UCT staff for research purposes. None 15.11.2011
HR200 Request for recruitment advertising This form is used by Line Managers who wish to advertise a vacancy. None 11.04.2016
HR201 Application form for Staff Vacancies This form is used by all applicants applying for staff vacancies at UCT.
Note: If you have any recruitment queries, please e-mail Zulile Ncayiyana
None 09.09.2016
HR202 Request to commence recruitment process for posts to be advertised This form is used when requesting the Staff Recruitment Office to commence a recruitment process for filling a vacancy. None 18.05.2016
HR203 Request for appointment without advertisement This form is used when requesting the Staff Recruitment Office to commence a selection committee process for filling a vacancy without advertisement. None 13.10.2015
HR204 Senior Executive Staff vacancies application form This form is used by all applicants applying for Senior Executive Staff  vacancies at UCT i.e. Vice-Chancellor, Deputy Vice-Chancellor, Dean & Executive Director levels. None 07.12.2011
HR210 Development Dialogue PASS Staff When recording performance and development discussions for PASS staff, within the Development Dialogue (DD) process. None 01.06.2016
HR211 Motivation for ‘Exceeds’ Award to PASS Staff When a PASS staff member is rated ‘Exceeding’, during the formal review as part of the Development Dialogue (DD) process and either the PASS staff member and/or their line manager and/or their peer wish to motivate for them to be awarded an ‘Exceeds 1’ or ‘Exceeds 2’ award. None 13.10.2015
HR212 DD Faculty / Department Performance Consistency Review Report When a Faculty/Department Development Forum reports to the Central Development Forum. None 13.10.2015
Health & Safety (HS)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
HS01 Health and Safety quarterly inspection report A legal document to be completed periodically by Health and Safety Representatives. None 23.12.2015
HS02 Incident report For recording and investigating accidents. None 23.12.2015
HS03 Course Application Form When applying to attend a course with the Safety, Health and Environment Department. None 07.12.2015
HS04 Biological Monitoring
Payment Authorisation
When referring a staff member or student to the Occupational Health Unit for a pathology test. None 23.12.2015
HS05 Appointment of SHE
Environment Representative
When appointing a Safety, Health and Environment Representative. None 23.12.2015
HS06 Appointment of SHE
Evacuation Marshall
When appointing a Safety, Health and Environment Evacuation Marshall. None 23.12.2015
HS07 Appointment of First Aider When appointing a First Aider. None 23.12.2015
HS08 Safety, Health and Environmental Agreement When drawing up a Safety, Health and Environmental Agreement. None 23.12.2015
HS09 Appointment of
Incident Investigator
When appointing an Incident Investigator. None 23.12.2015
HS10 Occupational Risk
and Exposure Profile
When drawing up an Occupational Risk and Exposure Profile (OREP). None 23.12.2015
HS11 Health and Safety Quarterly Inspection Report for Workshop Areas When drawing up a Health and Safety Quarterly Inspection Report
for Workshop Areas.
None 23.12.2015
Insurance Office (INS)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
INS01 UCT - Risk Incident Advice When a member of the university community becomes aware of an incident that constitutes a risk which is required to be reported, e.g. theft, burglary, injury or damage to property. None 13.12.2004
INS02 Overseas Travel Insurance When applying for overseas travel insurance.
Note: This form is not for private/personal travel. If necessary, refer to Schedule of benefits - AIG Business Travel Insurance to see what is covered by the insurance.
INS02hlp
Mac users please see: Procedure for Apple Mac users
06.07.2016
INS03 Insurance Claim Notification When notifying Insurance Office of an incident that may lead to a possible claim. Refer to: Insurance Documentation Guidelines. None 08.09.2016
INS04 Assets all risk - staff transit insurance When applying for transit insurance for moving a consignment of personal belongings. See the Relocation Policy for more details.
Note: The form should be attached together with the Inventory for insurance purposes listing the total value of your belongings.
None 19.06.2015
Purchasing Services (MM)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
MM001 Form no longer in use
MM002 Request for new vendor When you want to get a new vendor listed on SAP.
This form is no longer in use. Purchasers should use the New Vendor Request transaction within SAP to request a new vendor.
MM003 Application for UCT Purchasing Card When you want to apply for a UCT Purchasing Card.
Note: The Nedbank application form must be completed and sent off with the MM003 form. (Updated: 29.02.2016)
See page 3 of form 11.04.2016
MM005 UCT Purchasing Card order When you want to place an order with the UCT Purchasing Card. None 10.06.2013
MM006 UCT Purchasing Card missing supporting document has been replaced by FM050: Missing supporting documents.
MM007 Note: Skynet is no longer the preferred vendor for domestic courier collection; instead use:
MM007a: TNT Collection Request or
MM007b: Globeflight Collection Request
MM007c: DHL Collection Request
MM007a TNT Collection Request When applying for a courier collection from TNT. None 27.01.2015
MM007b Globeflight Collection Request When applying for a courier collection from Globeflight. None 13.10.2015
MM007c DHL Collection  / Quotation Request When applying for a courier collection / quotation from DHL. None 04.11.2016
MM008 This form is no longer in use. Please use your P-Card for any Makro purchases.
If you require a P-Card, please complete MM003:Application for UCT PurchasingCard.
MM009 Authorisation to request purchase orders When you want to approve staff/students to request purchase orders against your Funds. None 08.02.2007
MM010 Purchase order request When you want to request a purchase order. Must accompany all purchase orders above R100 000. None 24.02.2014
MM011 UCT Goods Return Note When goods are being returned which have previously been signed for as received and where the vendor does not supply such a form. None 23.01.2003
MM014 PCard credit limit and travel change request form When needing to change purchasing card profile limits, including cash withdrawal for travel, and informing the bank of card use during travel outside SA. None 10.07.2014
MM015 UCT Purchasing Card supporting document for a transaction processed to the default fund To be submitted in lieu of the supporting document when processing transactions to the cardholder's default fund. None 23.11.2006
MM016 To request access to this form, please email: fnd-purch@uct.ac.za
MM017 This form has been replaced by MM007a: TNT Collection Request
MM018 Payment Rejection - trade vendors and one time vendors Used by purchasers and the Creditors Section when invoices are rejected (trade vendors and one time vendors). For staff payments, please use MM020 Creditors Contact List 08.01.2014
MM019 UCT Purchasing Card - change of details Use when there are any changes to a purchasing card holder’s personal or departmental details. None 22.01.2014
MM020 Payment Rejection - staff payments Used by purchasers and the Creditors Section when invoices are rejected (staff payments). For trade vendors and one time vendors, please use MM018 Creditors Contact List 08.01.2014
MM022 SAP Student vendor application Used when a student needs to be loaded as a vendor on SAP to facilitate payment into their bank account; i.e. when the student will require a disbursements or payment that would not be deemed as a salary.
This form is no longer in use. Purchasers should use the New Vendor Request transaction within SAP to request a new vendor.
MM023 Temporary vendor request Use when a department needs to place an order with a local vendor who is not a UCT SAP vendor and will be used on a once off basis.
This form is no longer in use. Purchasers should use the New Vendor Request transaction within SAP to request a new vendor.
MM024 Request for quotation Use to request a quotation from a vendor for goods or services, i.e. for orders from R100 000 to R1 000 000 (three quotes required); or for lower values if appropriate.
See: PPP002 - Threshold values for purchasing.
None 05.02.2014
MM025 Quotation summary Use to summarise quotations received from vendors when a department has requested a quotation for goods or services using MM024,i.e. for orders from R100 000 to R1 000 000 (three quotes); or for lower values if appropriate.
See: PPP02 - Threshold policy
None 05.02.2014
MM026 Request for approval of deviation from tender procedure Use for obtaining approval from the Finance Department when a deviation from the tender procedure occurs. None 14.01.2014
MM027 Foreign vendor request Use when a department needs to place an order with foreign vendors which they plan to use on a regular basis so that they can be loaded as a foreign vendor on SAP. None 08.01.2014
MM028 Fund Centre and functional access for UCT eProcurement For access to UCT eProcurement for a staff member who books UCT travel for themselves or other staff members, or requests online purchases from UCT eProcurement vendors. None 05.05.2016
MM029 Delegated approver access for UCT eProcurement When a fund holder delegates their approval to a staff member to approve transactions in UCT eTravel and eShopping. None 25.05.2016
MM030 Traveller profile information for
UCT eTravel
When requesting multiple traveller profile information to be loaded in UCT eTravel. None 01.03.2016
Postgraduate Scholarships (PG)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
PG001 NRF Grantholder Claim Form Used as acceptance and claim form for NRF grantholder linked bursaries. None 27.01.2016
PG002 Departmental Claim Form Used as acceptance and claim form for departmental postgraduate scholarships. None 27.01.2016
PG003 This form has been removed. Please use PG015
PG004 This form has been removed. Please use PG015
PG005 This form has been removed. Please use PG014
PG006 This form has been removed. Please use PG014
PG007 This form has been removed. Please use PG015
PG008 This form has been removed. Please use PG015
PG009 This form has been removed.
PG010 This form has been removed.
PG011 This form has been removed.
PG012 This form has been removed. Please use PG014
PG013 This form has been removed. Please use PG014
PG014 Postdoctoral Fellowship Acceptance and Claim Form Used for NRF SABI, NRF SKA, NRF Freestanding, NRF Innovation, NRF Scarce Skills, MRC, Claude Leon, URC and URC ARG postdoctoral fellowships only. None 07.01.2016
PG015 Postdoctoral Fellowship Acceptance and Claim Form Used for NRF Grantholder linked and NRF SARChl fellowships only. None 07.01.2016
PG016 Postdoctoral Fellowship Acceptance and Claim Form This claim form must be used for Departmental Fellowships only. None 07.01.2016
PG017
(PDOC01)
Application form for University Research Committee (URC) Postdoctoral Fellowships Note: Currently unavailable due to closed deadline for submission. None 08.08.2014
PG018 Authorisation of a Cash Allowance against a guaranteed Fellowship/Scholarship/ Bursary Authorisation form for a Cash Allowance against a guaranteed Fellowship/Scholarship/Bursary. None 27.01.2016
PG021 Clearance for registration – Postgraduate students Used for clearance at registration. None 27.01.2016
PG022 Monthly Departmental Claim Form Used by departments for claiming monthly payments for awarded scholarships None 27.01.2016
PG023 Notification of Termination of Fellowship and Tenure Used by Postdoctoral Fellows to notify Postgraduate Centre and Funding Office of their termination of fellowship and tenure when leaving UCT. None 08.01.2015
PG024 This form has been removed.
PG025 This form has been removed.
Personal Performance Systems (PPS)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
PPS01 As of 1 June 2015, the Personal Performance System (PPS) for PASS staff is replaced by the Development Dialogue process. This form has been removed, and replaced by HR210.
PPS02 As of 1 June 2015, the Personal Performance System (PPS) for PASS staff is replaced by the Development Dialogue process. This form has been removed, and replaced by HR211.
PPS03 As of 1 June 2015, the Personal Performance System (PPS) for PASS staff is replaced by the Development Dialogue process. This form has been removed, and replaced by HR212.
PeopleSoft Student Information System (PS)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
PS01 Student Systems training booking form When applying for access to and training on student support systems.   22.06.2016
Research & Innovation (R&I)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
R&I08 URC Conference Travel Grant application When applying for a conference travel grant at UCT.
Note: This form now also caters for applications for UCT PASS staff and T2 researchers which were previously covered by R&I26 and R&I27 forms which have been removed.
None 07.06.2016
R&I09 URC Page Costs grant application When applying for a publication grant at UCT.
Note: Only use this form for hard-copy printed publications. For applications for open access publication costs, please see: UCT Open Access Journal Publication Fund (OAJPF)
None 14.06.2016
R&I10 This form has been removed, and replaced by FHS004
R&I11 URC Start-up grant application When a new permanent academic staff member and T3 contact appointee wishes to apply for a start-up grant. None 21.05.2015
R&I12 Block grant faculty contacts Find the block grant contact person in your Faculty on the R&I12 contacts list to request Faculty-specific forms. None 26.11.2015
R&I13 URC Visiting Lecturers and URC Visiting Scholars Fund application Used when funds are needed to bring an eminent academic to UCT from within South Africa. None 26.11.2015
R&I14 This form has been removed, and replaced by R&I13
R&I15 Visiting scholar’s / lecturer’s report When reporting on scholar / lecturer visit to university. None 22.01.2007
R&I16 Hosting a conference grant application These grants are to assist departments/units/groups in the arrangement of research conferences and symposia that will be hosted at UCT. None 18.04.2016
R&I17 This form has been removed as the funding category no longer exists.
R&I18 UEC equipment application When you wish to apply for equipment required for teaching or research purposes, and audiovisual equipment. None 27.11.2015
R&I19 This form has been removed as the template is no longer relevant.
R&I20 This form has been removed.
R&I21 URC Emergency repairs to equipment When applying for emergency repairs to equipment. None 19.12.2012
R&I22 URC Short research visit / course report When reporting on a short research visit to the university or on a course. None 19.06.2014
R&I23 This form has been replaced by FHS003
R&I24 Short research visit/ Short course grant application When applying for a short course research visit/ short course grant. None 30.11.2015
R&I25 This form has been removed as the funding category no longer exists.
R&I26 This form has been removed. Please use R&I08
R&I27 This form has been removed. Please use R&I08
R&I28a Claude Leon Merit Award for early-career researchers curriculum vitae template For nominators (self-nominations are acceptable) of early-career researchers for grant funding through the Claude Leon Merit Award.
Note: The nomination and application for this award is now split into two forms: R&I28a is the nomination form and R&I28b is the application form. Only nominees invited by the Research Office to submit full proposals for these awards may complete the R&I28b application form. Unsolicited proposals will not be accepted.
None 27.11.2015
R&I29 Honorary Research Associate/Affiliate application Used by departments when applying to appoint an Honorary Research Associate/Affiliate. It covers new and renewal applications. See: Application Process: HRA and HRAf 22.08.2016
R&I30 WUN Research Mobility Awards When applying for a Worldwide Universities Network Mobility Award. None 09.04.2014
R&I31 Creative Works Award Application When nominating a work of art for the Creative Works Award. None 18.07.2016
R&I32 Hosting a Conference Report When reporting on a conference that the university has hosted and funded by the URC. None 21.04.2016
R&I33 Computer Equipment Application When faculties wish to apply for strategic computer research equipment items from the Advanced Computing Committee (ACC). None 06.06.2016
R&I34 Memorandum of Understanding between Host and Honorary Research Affiliate (HRAf) Used by departments when applying to appoint an Honorary Research Affiliate (HRAf). It covers new and renewal applications. See: Application Process: HRA and HRAf 08.08.2016
SAP information system (SAP)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
SAP01 SAP purchasing user For staff doing purchasing on SAP (which includes FM Reporting) or to apply for refresher training. See: Training information 19.01.2016
SAP02 Funds Management (FM) reporting user For staff doing funds reporting in the FM module of SAP or to apply for refresher training. See: Training information 17.08.2016
SAP03 SAP functional user. 
A Functional user is a staff member who processes transactions on behalf of Central Finance or HR, i.e. parking invoices, transferring budget etc
For all functional users, whether new and/or needing changed authorisations See: Training information 17.08.2016
SAP04 Controlling (CO) planning / reporting user
Note: This form was previously used to apply for temporary staff members' access to SAP. For this category of staff, please use the SAP form appropriate to their role and specify temporary status when you fill out the form.
For staff reporting on costs and activities in the CO module of SAP or to apply for refresher training. See: Training information 17.08.2016
SAP05 Request for a new or changed purchasing group/delivery address For all users needing new or changed purchasing groups. None 08.01.2014
SAP06 UCT development request When requesting a change in existing functionality or the development of new functionality. SAP06HLP 10.06.2016
SAP07 SAP HR change request When requesting a system change on SAP Human Resources (SAP HR). None 11.01.2016
SAP08 SAP Finance change of authorisations When a SAP user requires changes to their current fund center or cost center group access.
This form is no longer in use. Please complete this request in ServiceNow: SAP Finance change of authorisations.
Help document: Completing a SAP Finance change of authorisations request
SAP09 SAP FND testing sign-off When signing-off CMR calls, logged by FND SAP super users, once solution testing has been completed. None 08.01.2016
SAP10 SAP Finance System Investigation When recording system support tasks that require further investigation before a development is requested. None 10.06.2016
Science Faculty (SCI)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
SCI001 Science Faculty Animal Ethics application form When you require clearance to use sentient animals for a research study, or for teaching/training None 21.06.2007
SCI002 Science Faculty Animal Ethics renewal form When you need to renew your clearance to use sentient animals for a research study, or for teaching/training. None 21.06.2007
Sales & Debtors (SD)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
SD001 UCT Invoice requisition When you have no authorisation to create sales documents on SAP but need to send a tax invoice to a customer outside UCT. SD001HLP 26.07.2016
SD002 UCT Receipt requisition When money, excluding donations, is received in a department and must be receipted on SAP SD002HLP 26.07.2016
SD003 UCT Credit note requisition When a customer has requested a credit for a transaction recorded on SAP. SD003HLP 26.07.2016
SD004 Customer application form When you want to get a customer listed on SAP. SD004HLP 07.09.2016
SD005 Request for refund When you want a refund to debtors customer by electronic funds transfer (eft). None 11.08.2016
SD006 UCT Research invoice requisition When you have no authorisation to create sales documents on SAP but need to send a research invoice to a customer outside UCT. None 26.07.2016
SD007 UCT Research receipt requisition When money for research purposes, excluding donations, is received in a department and must be receipted on SAP. None 26.07.2016
SD008 Debtors Credit Card Form When authorising UCT to charge a credit card in payment of a debtor. None 14.04.2014
SD009 Request Write Off for Bad Debts When an overdue or unpaid invoice has been identified as a bad debt write off as per bad debt procedure or when motivation is been submitted for consideration as a bad debt write off. None 12.04.2016
Traffic Administration (TA)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
TA01 Staff parking application & renewal form When renewing/applying for a staff parking disc. None 05.07.2016
TA02 Staff parking – Change of / additional vehicle When adding an additional vehicle to a current disc, or changing vehicle details. None 05.07.2016
Group Life Insurance (GLA)back to top
File Name Form Title When To Use The Form Help Document / Movie Last Changed
UCTGLA01 This form has been updated, renamed and moved. See form HR155
     
   
  back to top  
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