Transaction Processing and Workflow – the Basics Damon Dorsey, Indiana University Kymber Horn, University of Arizona

Agenda Transaction and Maintenance eDocs Kuali Workflow Demo

Transaction Processing Transaction Documents –Creates accounting entries –Business rules are maintained by Parameters –Copy and Error Correction Maintenance Documents –Updates/maintains the tables that drive the system Shared Tabs –Document Overview, Notes/Attachments, Ad Hoc Route Unique Tabs Access can be restricted

Workflow Workflow is stand alone – can be used by any application that workflow has been configured to recognize –University of Connecticut – Deferred Tuition Waiver Form –SJDC – Time keeping system –Kuali Financial System –Kuali Research Administration

Workflow Approval path –Account Review –Org Review –Ad Hoc –Special Routing – Disbursement Voucher Route Log –Initiator –Who’s approved –Pending requests - where it is –Future route - where it’s going

Workflow Approval Requests –Approve –Acknowledge –FYI –Disapprove Special Approvals –Blanket Approval –Supervisor Approval

Fiscal Officer Delegation –Primary – routes as if going to the Fiscal Officer –Secondary – retrievable by the delegate Workgroups –Organization –System –Nested

Transaction Processing and Workflow DEMO