University of California, Irvine 2012. All Rights Reserved

UCI Kuali DayAccess and Workflow

August 21, 2012

University of California, IrvineAccounting Systems

Kuali Financial SystemKuali Financial System

University of California, Irvine 2012. All Rights Reserved

Kuali Financial SystemsAccess Overview

Basic access to the Kuali Financial System will be automatically granted to all University employees.

Users will have the ability to initiate most documents and use inquiries and search screens.

Specific access to other KFS modules or tasks are “role” based. Access will be requested by the DSA (Department Security Administrator)

using the Kuali Service Request electronic document.

University of California, Irvine 2012. All Rights Reserved

Kuali Financial Systems Workflow Overview

The Kuali Enterprise Workflow (KEW) is a general-purpose, content-based electronic routing infrastructure or workflow engine.

Its main purpose is to automate the routing of electronic documents (e-docs) to individuals and groups for actions such as approvals, acknowledgements and FYI notifications.

Approval routing is based on institutional or departmental business rules and policies.

The action list and document search options allow you access and search for many types of documents from various functional areas from a single location.

The Route Log tab on the KFS document is a workflow feature that allows the user to follow the progress of given documents through the approval process.

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

Action List

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

Doc Search

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

 Document  Document Type  Description InitiateSub-

Account Reviewer

Account Review

Organization Review

Special Condition Routing

AwardSpecial

Condition Routing

CampusSpecial

Condition Routing

FINAL

DVDisbursement Voucher

Processes payments that are not transacted through the Accounts Payable/Purchasing module of the KFS.

(54) Financial System User  

(41)Fiscal Officer

(28) Accounting Reviewer

(50)Tax Manager

Campus(12)Disbursement Manager

Payment Method (70)Disbursement MethodManager

FINAL

Disbursement Voucher Workflow

Workflow Approval Process

University of California, Irvine 2012. All Rights Reserved

Once the document has achieved “Final” status,it is ready for posting to the

general ledger.