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Kuali Enterprise WorkflowKC Perspective
Bryan Hutchinson, Cornell University
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Requirements
• Initial Analysis for Proposal Routing
• Multiple Challenges
• Developed use case that represents most common scenarios
• Can and will be modified by implementing institutions
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Workflow Use Case
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Workflow Use Case - Initiation
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Workflow Use Case - Researcher
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Workflow Use Case - Department
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Workflow Use Case - College
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Workflow Use Case - Completion
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Document Type
<documentType> <name>ProposalDevelopmentDocument</name> <description>Create an Awesome Development Proposal</description> <label>KC Proposal Development</label> <postProcessorName>org.kuali.workflow.postprocessor.KualiPostProcessor</postProcessorName> <superUserWorkgroupName>WorkflowAdmin</superUserWorkgroupName> <blanketApproveWorkgroupName>WorkflowAdmin</blanketApproveWorkgroupName> <defaultExceptionWorkgroupName>WorkflowAdmin</defaultExceptionWorkgroupName> <docHandler>${kuali.docHandler.url.prefix}/proposalDevelopmentProposal.do?methodToCall=docHandler</docHandler> <active>true</active> <attributes> <attribute> <name>AggregatorSearchAttribute</name> </attribute> … </attributes> <routingVersion>2</routingVersion> <routePaths> <routePath> <start name="Initiated" nextNode="OSPInitial" /> <requests name="OSPInitial" nextNode="ProposalPersons" /> <requests name="ProposalPersons" nextNode="UnitRouting" /> <requests name="UnitRouting" nextNode="OSPOfficeRouting" /> <requests name="OSPOfficeRouting" /> </routePath> </routePaths>
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Document Type
<routeNodes> <start name="Initiated"> <activationType>P</activationType> <mandatoryRoute>false</mandatoryRoute> <finalApproval>false</finalApproval> </start> <requests name="OSPInitial"> <activationType>S</activationType> <ruleTemplate>OSPInitialApproval</ruleTemplate> <mandatoryRoute>false</mandatoryRoute> <finalApproval>false</finalApproval> </requests> <requests name="ProposalPersons"> <activationType>P</activationType> <ruleTemplate>ProposalPersonsApproval</ruleTemplate> … </requests> <requests name="UnitRouting"> <activationType>P</activationType> <ruleTemplate>CustomApproval</ruleTemplate> … </requests> <requests name="OSPOfficeRouting"> <activationType>S</activationType> <ruleTemplate>OSPOfficeApproval</ruleTemplate> … </requests> </routeNodes></documentType>
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Rule Attribute
<ruleAttribute> <name>ProposalPersonRoleAttribute</name> <className> org.kuali.kra.workflow.ProposalPersonRoleAttribute </className> <label>Proposal Routing</label> <description>Proposal Routing</description> <type>RuleAttribute</type></ruleAttribute>
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Search Attribute
<ruleAttribute> <name>BudgetCreatorSearchAttribute</name> <className>edu.iu.uis.eden.docsearch.xml.StandardGenericXMLSearchableAttribute</className> <label>BudgetCreatorSearchAttribute</label> <description>BudgetCreatorSearchAttribute</description> <type>SearchableXmlAttribute</type> <searchingConfig> <fieldDef name="budgetCreator" title="Budget Creator"> <display> <type>text</type> </display> <quickfinder service="UserLookupableImplService" appliesTo="networkId" draw="true" /> <fieldEvaluation> <xpathexpression>//users/budgetCreator/value</xpathexpression> </fieldEvaluation> </fieldDef> <xmlSearchContent> <users> <budgetCreator> <value>%budgetCreator%</value> </budgetCreator> </users> </xmlSearchContent> </searchingConfig></ruleAttribute>
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Document Search with Search Attributes
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Rule Template
<ruleTemplate allowOverwrite="true"> <name>OSPInitialApproval</name> <description>OSP Initial Approval Routing Rule</description></ruleTemplate>
<ruleTemplate allowOverwrite="true"> <name>ProposalPersonsApproval</name> <description>ProposalPersons Approval Routing Rule</description> <attributes> <attribute> <name>ProposalPersonRoleAttribute</name> <required>false</required> </attribute> </attributes></ruleTemplate>
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Workgroup Rule
<rule> <documentType>ProposalDevelopmentDocument</documentType> <ruleTemplate>OSPInitialApproval</ruleTemplate> <description>OSP Initial Approval</description> <ignorePrevious>true</ignorePrevious> <responsibilities> <responsibility> <workgroup>WorkflowAdmin</workgroup> <approvePolicy>A</approvePolicy> <actionRequested>A</actionRequested> <priority>1</priority> </responsibility> </responsibilities></rule>
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Role Rule
<rule> <documentType>ProposalDevelopmentDocument</documentType> <ruleTemplate>ProposalPersonsApproval</ruleTemplate> <description>ProposalPersons Approval</description> <ignorePrevious>true</ignorePrevious> <responsibilities> <responsibility><role>org.kuali.kra.workflow.ProposalPersonRoleAttribute!
PROPOSALINVESTIGATOR</role> <approvePolicy>A</approvePolicy> <actionRequested>A</actionRequested> <priority>1</priority> </responsibility> </responsibilities></rule>
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Workgroup Rule - GUI
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Coeus/KC Workflow Functionality and Gaps
• Initial KC/Coeus Gap Analysis Spring 2007• Functional and Technical• Coeus Workflow configuration is significantly
different than the KEW configuration we were starting with
• There were also some areas of Coeus Workflow functionality that KEW couldn’t provide
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Coeus/KC Workflow Functionality and Gaps
• Filled Gaps• Configuration - Meta-Rules, Rules and Conditions• Multiple Approvals• Inbox (Action List) - View Resolved
• Gaps for KC Release 2.0• Workflow Configuration through GUI• Other potential Workflow Use Cases
• More dynamic Actions/Statuses• Multiple documents tied together
• Other expansion for KC Release 2.0• Workflow used in Awards and IRB modules
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Questions?