Office of Research Request an Account - Office of Research

Request an Account

Stratcore PPMS is a recharge facility management software system used in several facilities at UC Davis. Stratocore PPMS is used to reserve instruments, request training, request services, and manage the financial accounts for payment of facility charges.
Stratocore PPMS can be used by both internal UCD customers and external customers at other universities, non-profit agencies, and businesses.
Each customer (faculty, staff, student, finance admin) will need to request an account in Stratocore PPMS. Existing accounts created for one facility using Stratocore PPMS are valid at all other facilities using Stratocore PPMS.

Request Stratocore PPMS Account Creation: UC Davis Users:

  1. Go to PPMS start page https://ppms.us/ucdavis/start
  2. Select the core of interest under Facilities available in UC Davis:
  3. Below the log in boxes, select the first bulleted link for user account creation request
  4. At the PPMS user account creation form, Select the option >> Your institution is UC Davis.
    You will be redirected to the UC Davis log-in screen if you are not already signed in to a UCD application.
    Log in using your UC Davis Kerberos (CAS) credentials.
    You will be returned to the PPMS form with expanded questions.
  5. Enter your personal details on the PPMS user account creation form:
    First name, Last name, Phone, UC Davis Email
  6. Financial Account Number
    Add the financial account number by clicking in the Financial Account Number box – an Account Number Request page will pop open.
    Click in the “search an account” box beneath Select or create an account.
    Begin typing your financial account number.
    *Financial account numbers follow the format X-XXXXXXX with a mixture of numbers and capital letters (a 5-character SubAccount may be included at the end.)
    Previously validated numbers will appear in a drop down as you begin typing. Select the appropriate account from the list.If the account number is not found in the list, select >> Create a new account (approval will be required), to the right of the search, you will be taken to another account number request page where you will enter your Chart (1 character) and Account (7 characters) separately.
    **Helpful Notes:
    a. If the error message stating “Warning: this account number is not valid” is still showing after entering your account info, click into the Project field box and wait a few seconds. The error should disappear and you may now Save.
    b. “An admin will have to validate the creation of this account” should not stop you from saving the account info. The Core will validate this financial account as they approve your account request.Select Save
  7. User Category: Choose the appropriate role:
    • Investigator
    • Lab Manager
    • Lab Personnel (Staff/Student)
    • Finance Admin
  8. Group
    Choose your lab group by typing PI last name in the filter box, directly in the drop down, or by scrolling through the list of established groups sorted by dept.
    If your lab group is not found, create your group by following the steps below:
    Select >> My Group is NOT on the list and complete the required fields.

    • Group name = PI Last Name, PI First name
    • Group director or PI = PI Last Name, PI First name (again)
    • Group director or PI email = PI email (UC Davis email)
    • Group administrator/financial contact fields = person who manages the financial accounts and grants for the PI (often the department financial manager)
    • Department
  9. Submit form and await an email verification of your PPMS account.
    The account, group and financial administrator information is reviewed and approval can take a few business days.

 

Request PPMS Account Creation: External Users

  1. Go to PPMS start page https://ppms.us/ucdavis/start
  2. Select the core of interest under Facilities available in UC Davis:
  3. Below the log in boxes, select the first bulleted link for user account creation (arrow at right)
  4. At the PPMS user account creation form, Select the >> Your institution is NOT UC Davis
  5. Enter your personal details on the PPMS user account creation form:
    First name, Last name, Phone, UC Davis Email
  6. Financial Account Number
    • External UCs: Add your financial IOC chartstring*
    • External Non-Profit & For-Profit: Add your Revenue Agreement, Purchase Order, or alternatively, no financial account is required*
      *Previously validated numbers will appear in a drop down as you begin typing. Select the appropriate account from the list.
      If the account number is not found in the list, select >> Create a new account (approval will be required), to the right of the search. (Optional) Add a start and/or end date to your account.Select Save
  7. User Category: Choose the appropriate role:
    • Investigator
    • Lab Manager
    • Lab Personnel (Staff/Student)
    • Finance Admin
  8. Group
    Choose your lab group by typing PI last name in the filter box, directly in the drop down, or by scrolling through the list of established groups sorted by dept.
    If your lab group is not found, you must register your group by following the steps below:
    Select >> My Group is NOT on the list and complete the required fields.

    • Group name = PI Last Name, PI First name
    • Group director or PI = PI Last Name, PI First name (again)
    • Group director or PI email = PI email
    • Group administrator/financial contact fields = person who manages the financial accounts and grants for the PI.
    • Accounts payable email (if different than financial contact email)
    • Affiliation (Ext-UC, Ext-NP, Ext-FP)
    • Institution
      • If your institution is not in the list, input your institution name directly in the text box.
    • Invoicing Address
  9. Submit form and await an email verification of your PPMS account.
    The account, group and financial administrator information is reviewed and approval can take a few business days.