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 - Project Lead, Operational Support (20%)
Tammy Matatall- Project Liason, Operational Support, Technical Specifications, DWQuery (50%)
Anh Le - ETL Developer, Operational Support (100%)
Pramod Kunju - Data Modeler, ETL Developer, Technical Specifications (25%)
Eufemia Palomino - Report Developer (KBM), Technical Specifications (100%)
Ursula Hill - Report Developer (KFS), Technical Specifications (100%)
Allison Bennett (Student) - ETL Developer
Ami Patel (student) - Report Developer
/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 |
|---|---|---|
| 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 2016 |
| 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. | Fall 2016 |
| 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. | Winter 2017 |
| 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.