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Questions specifically related to UCIrvine
Does the Action List only hold documents requiring Action, or does it also hold FYIs?
The Action list holds both documents requiring Action & FYIs.
How do you get rid of an FYI?
The recipient must “click” the drop down box and the “take action” button to remove the FYI notification from the action list.
What does a blind search look for?
A blind search means that no search criteria have been entered. Therefore, a blind search will return all items.
What happens if a DSA forgets to reassign someone after they leave the university?
The employee leaving will not have access to Kuali when the employee directory is reloaded.
Can an Account Supervisor Delegate? Can an Accounting Line Reviewer Delegate?
An Account Supervisor cannot delegate. An Accounting Line Reviewer can delegate.
Are campus users only going to be able to assign one delegate to one account at a time?
There is the ability to assign multiple accounts through the Account Global document.
Is there a report that can show all department account assignees?
While KFS will allow you to look up individual users in a department, Decision Support (UCIDS) should be able to provide reports on account assignees. UCIDS is replacing Data Warehouse.
Does creating a group document go through workflow?
Yes.
If you disapprove a document, what will happen?
Currently, the document will be terminated (disapproved) and the initiator will receive a notification. If the initiator just needs to make a few changes, they can copy the returned document, creating a new document with the changes needed, and send the newly created document through the workflow.
If someone wanted to change something on a document while in workflow, can they?
Changes to a document in the workflow can be made by the Fiscal Officer.
If an employee is assigned as a delegate, can they also be assigned as another primary delegate?
Yes...an employee may be assigned as a delegate on several accounts.
What happens when you submit a document?
Once the document is submitted it is sent to the workflow. The document status will then change to “enroute”.
What happens to documents that are stalled in the workflow?
We will be devising a workflow management business process to insure that the KFS workflow moves smoothly.
Is the saved Document Search function like the data warehouse search?
No. This workflow tool is designed to locate documents in the workflow.
Why would there be two Fiscal Officers approving a document?
This would happen if there are two separate accounts with two separate Fiscal Officers on a document.
Is there a place to comment when you disapprove a document?
When a document is disapproved, there is a text box that requires an explanation/reason for the document being disapproved.
Who can change, edit and disapprove a document?
The Fiscal Officer can change, edit and/or disapprove a document.
Can you change your delegate just temporarily (not permanently)?
Yes, you can change your primary or secondary delegate at any time.
What is the difference if I assign a primary or a secondary delegate?
A primary delegate is a permanent delegation. A secondary delegate is a temporary delegation typically used when the Fiscal Officer is out of the office, e.g. vacation, seminar.
On action list, does it appear oldest first, or by document number, etc.?
The action list is in document order. The user may also sort each column.
How can you remove a delegate & assign someone else?
You will deselect the “account delegate active” button.
What is the Account Delegate Principal Name?
The UCInet ID.
Can you add a group to another group?
Yes.
As a DSA, how would I request access to the system?
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