Workflow/OLE-3510

Accessing Saved DocsAccounts Receivable

Payment Applications – saved docs can be edited by othersPURAP

RequisitionsSaved docs can be edited by others

Edit Document permission (document type: REQS, Route Node Name: PreRoute) 

Purchase OrdersIn Process POs can be reassigned/or taken over by other

users to completeCash Management Document

Keeps track of Cash ReceiptsInterim/Final Deposit

PURAP App Document StatusWorkflow Status Document StatusSAVEDENROUTE

FINAL/PROCESSED

Detailed Search

In ProcessAwaiting Commodity

Code, Fiscal Officer, Budget, etc. Approval

Open, Closed, Retired, Void, Pending Print

Custom Doc Searches

But…Route Nodes always tell you where you are/what’s

nextDisbursement VoucherAccount Document – Maintenance - Editable

Pending ActionsIn the person’s Action List

Future ActionsWho’s nextCould change

Force ActionDetail Doc Search – Route Node FilterAction List – Current Route Nodes

DEMO

New RICE FunctionalitySuper User Tab

Document by DocumentAllows Super User to move items through workflow

Recall FunctionalityKFS set up for FP, can choose what documentAs long as no one has taken action, can Recall

Route for CompletionSend incomplete document to someone else to

completeAfter completion goes into regular workflow

KRMS – Kuali Rules Management System (PeopleFlow)

DEMO14072

DelegationsPrimary

Routes to the Primary instead of the Fiscal Officer

14206 (fhogg/rorenfro)Fiscal Officer can pull up the document

SecondaryRoutes to Primary or Assignee Secondary can take Action14204 (rmunroe)

DEMO

User Docs to set up WorkflowAccount Delegate Document

Set up Delegations by Document, Amount, Secondary and Primary

Global DocumentModel to apply Routing on new documents

Organization ReviewUI to allow users to set up qualifiers for roles

Role 7 – Organization Review Role 28 – Accounting Reviewer Routing can be established

Future Request – UI for other roles such as Sub-Account Review

DEMO