Decision Support Links
ZotPortal Channel - KFS Decision Support (under 'Faculty & Staff' tab, 'KFS' tab)
Cognos - KFS Decision Support
Cognos Report Deployment Master - KFS Decision Support
KFS DW Report Development JIRA Dashboard - KFS Decision Support
KFS Decision Support & Data Warehouse Team
Valerie Jones - Manager, Business Intelligence and Data Warehouse
Pramod Kunju - Project Manager, Data Modeler, ETL Developer, Technical Specifications (100%)
Tammy Phan - ETL Developer, Operational Support, Technical Specifications (50%)
Anh Le - ETL Developer, Operational Support (100%)
Eufemia Palomino - KBM Reporting Lead, Report Developer, Technical Specifications (100%)
Ursula Hill - KFS Reporting Lead, Report Developer, Technical Specifications (100%)
Lessons Learned from KFS Upgrade (Feb 2018)
/wiki/spaces/UCIKFS/pages/23298164
/wiki/spaces/UCIKFS/pages/23315701
KFS Data Warehouse & Extract Transform Load (ETL) Documentation
Data Warehouse - KFS Data Conversion Considerations for Legacy Data Warehouse Queries
OC Zip Code List for OC Vendor Economic Impact Report
Projects
| Project Name | Project Description | Estimated Completion |
|---|---|---|
| Purchasing/Accounts Payable | Add a new data mart to include data from the Accounts Payable, Purchasing, Travel and Entertainment and Accounts Receivable modules in KFS. Reports will also be developed to utilize the new features included in the data warehouse. | Winter 2017 |
| General Ledger Enhancements | Enhance the existing GL data mart to track historical changes on specified chart of accounts fields, add more balance options to the balance table, as well as add pending entries. Reports will also be developed to utilize the new features included in the data warehouse. | Spring 2017 |
| Kuali Budget Module | Add a new data mart to include data from the Kuali Budget Module in KFS. Reports will also be developed to utilize the new features included in the data warehouse. | Winter 2017 |
| KFS Upgrade | Winter 2018 | |
| Capital Assets | Enhance existing data mart, which includes historical tracking and monthly snapshots of capital asset data. Reports will also be developed to utilize the new features included in the data warehouse. | TBA |
| Workflow | Add a new data mart to include workflow data from KFS. Reports will also be developed to utilize the new features included in the data warehouse. | TBA |
Security Requirements
/wiki/spaces/UCIKFS/pages/23298280
KSams Roles
- KFS Decision Report Viewer - allows users to view all reports in the 'General Ledger', 'Chart of Accounts', 'Capital Asset', and 'Purchasing/Accounts Payable' folders.
- Existing KFS Roles
- Explicit access to the KFS Decision Support Report Viewer Role
- KFS Decision Support Advanced (AdHoc) - allows users to the KFS Cognos Departmental Packages in Query Studio
- Explicit access to KFS Decision Support Advanced Role
- KFS Decision Support Central Office
- Existing KFS Roles
- Explicit access to the KFS Decision Support Report Viewer Role
- KBM Decision Support Central Office
- Existing KBM Roles (KFS-FP - University Budget Manager)
- Explicit access to KBM Decision Support Central Office Role
- KBM Decision Support Report Viewer - allows users to view all reports for all reports in the 'Budget' folder, restricted by organization code.
- Existing KBM Roles
- Explicit access to the KBM Decision Support Report Viewer Role, which will also be org based row-level security
Cognos Groups (Access will be by existing KBM/KFS roles ONLY)
KFS Central Purchasing/Accounts Payable
KFS PDP Check Report Viewer
Securing Reports
Reports will be secured by KSAMS role or Cognos group.
Securing Data
/wiki/spaces/UCIKFS/pages/23315993
All TEM, PO, DV and payment information will be restricted.