For any Access and Workflow questions not answered here, please email kfs@uci.edu and we will find the most up-to-date answer from our team.
Questions specifically related to UCIrvine
As an Account Manager, can the PI approve a transaction in workflow?
A PI is typically assigned to an account as Account Manager. This is not a role, rather simply an identification of account responsibility. Each organization’s business process may require that certain transactions by Ad-Hoc routed to the PI for review.
How long do unresolved action items stay in the user’s action list?
Currently, pending action items will stay in a user’s action list forever.
Does a transaction with Ad-Hoc routing for “acknowledgement” cause the workflow to stop until this transaction has been viewed and acknowledged?
No, requiring document acknowledgement allows the document to continue through the workflow.
How will workflow be approved by the Fiscal Officer if there are multiple accounts?
The Fiscal Officer for each account must approve the transaction.
Will Ad-Hoc approval replace the Fiscal Officer approval?
No. The Ad-Hoc approval will be in addition to the base workflow.
Can anyone see/create a document in the Kuali Financial System?
Yes. Any University employee with a UCInetID will have access to KFS and the ability to initiate most documents.
Can a manager view their employee’s action list?
No. However, the manager will be able to view documents created by using the document search workflow tool.