Kuali Financial System
UCI Kuali Day
Access and Workflow
August 21, 2012
University of California, Irvine
Accounting Systems
University of California, Irvine 2012. All Rights Reserved
Kuali Financial Systems
Access Overview
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Basic access to the Kuali Financial System will be automatically granted to
all University employees.
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Users will have the ability to initiate most documents and use inquiries and
search screens.
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Specific access to other KFS modules or tasks are “role” based.
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Access will be requested by the DSA (Department Security Administrator)
using the Kuali Service Request electronic document.
University of California, Irvine 2012. All Rights Reserved
Kuali Financial Systems
Workflow Overview
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The Kuali Enterprise Workflow (KEW) is a general-purpose, content-based
electronic routing infrastructure or workflow engine.
Its main purpose is to automate the routing of electronic documents (e-docs) to
individuals and groups for actions such as approvals, acknowledgements and FYI
notifications.
Approval routing is based on institutional or departmental business rules and
policies.
The action list and document search options allow you access and search for many
types of documents from various functional areas from a single location.
The Route Log tab on the KFS document is a workflow feature that allows the user
to follow the progress of given documents through the approval process.
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
Action List
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
Doc Search
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
University of California, Irvine 2012. All Rights Reserved
Disbursement Voucher
Workflow
Document
Document Type
Description
Initiate
Disbursement
Voucher
Account
Review
Special
Special
Organization
Condition Award Condition
Review
Routing
Routing
Approval
Workflow
DV
SubAccount
Reviewer
Processes payments
that are not transacted
through the Accounts (54) Financial
Payable/
System User
Purchasing module of
the KFS.
(41)
Fiscal
Officer
(28)
Accounting
Reviewer
Campus
Special
Condition
Routing
FINAL
Process
(50)
Tax
Manager
University of California, Irvine 2012. All Rights Reserved
Payment Method
Campus
(70)
(12)
Disbursement
FINAL
Disbursement
Method
Manager
Manager
Once the document has achieved “Final” status,
it is ready for posting to the
general ledger.
University of California, Irvine 2012. All Rights Reserved