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Role Definitions
Role Definitions
- MESHAELA CHIANDET
Owned by MESHAELA CHIANDET
| Role | Role Definition | Delegate Assignment | Role Assignment | Responsibilities | Assignment Process | Review Level |
| Financial System User (54) | The basic role that grants user’s access to KFS. It gives users the ability to initiate most documents and use inquiries and search screens. Users are qualified by namespace, chart and organization. | N/A | Active UCI Employees | Must enter correct, real and true transactions into system. Must understand basic policies and procedures that cover transaction being entered. | Access request made to Departmental Security Administrator (DSA) after unit supervisor has determined business need and approved request for access. | N/A |
| Fiscal Officer (41) | This role derives its members from the Fiscal Officer field on the Account. Fiscal Officers receive workflow action requests for most transactional documents and have edit permissions that allow them to change accounting lines involving their accounts. This role should be assigned to the person who is responsible for the day-to-day activity on the account. | Account Delegate documents within the Finance System | Organization Staff | Approval on most transactional documents and some maintenance documents. | Assigned through the Account/Account Global documents within the Finance System | Account |
| Account Supervisor (9) | This role derives its members from the Account Supervisor field on the Account. Account Supervisors receive workflow action requests. This role is for a high-level administrator who is responsible for making sure the account meets its purpose and follows university policies. | N/A | Deans, Deans' Designate or Unit Administrator | FYI on the Account/Account Global documents only | Assigned through the Account/Account Global documents within the Finance System | Account |
| Account Managers | This role has no responsibility and is for information purposes only. It is populated with the Principal Investigator for Contract & Grant accounts. In most other cases, this is typically the fiscal officer. | N/A | PIs (Principal Investigator) for CG accounts and typically Fiscal Officers for all other accounts. | None | Assigned through the Account/Account Global documents within the Finance System | Account |
| Organization Reviewer (7) | An optional role that allows users to receive workflow action requests for documents of a specified type that include a specified chart and organization (including the organization hierarchy). This role allows the organization to apply workflow after the Fiscal Officer. Documents are routed based on Organization Code and document type | Organization Review Document within the Finance System | Organization Administrators | FYI, Approve, or Acknowledge | Organization Review document within the Finance System | Organization Code |
| Accounting Line Reviewer (28) | This role is for the authorized signer on the account and is only for use using defined parameters, e.g. dollar amount. | Organization Review document within the Finance System | Organization Approvers | Approval | Organization Review Document or KSR request | Account |