1. University of California, Irvine 2012. All Rights Reserved UCI Kuali Day Access and Workflow August 21, 2012 U niversity of C alifornia, I rvine Accounting Systems Kuali Financial System

2. University of California, Irvine 2012. All Rights Reserved Kuali Financial Systems Access Overview  Basic access to the Kuali Financial System will be automatically granted to all University employees.  Users will have the ability to initiate most documents and use inquiries and search screens.  Specific access to other KFS modules or tasks are “role” based.  Access will be requested by the DSA (Department Security Administrator) using the Kuali Service Request electronic document.

3. University of California, Irvine 2012. All Rights Reserved Kuali Financial Systems Workflow Overview  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.

4. University of California, Irvine 2012. All Rights Reserved

5. Action List

6. University of California, Irvine 2012. All Rights Reserved

7. Doc Search

8. University of California, Irvine 2012. All Rights Reserved

30. Disbursement Voucher Workflow Workflow Approval Process

31. University of California, Irvine 2012. All Rights Reserved Once the document has achieved “Final” status, it is ready for posting to the general ledger.