2. Accessing Saved Docs Accounts Receivable Payment Applications – saved docs can be edited by others PURAP Requisitions Saved docs can be edited by others Edit Document permission (document type: REQS, Route Node Name: PreRoute) Purchase Orders In Process POs can be reassigned/or taken over by other users to complete Cash Management Document Keeps track of Cash Receipts Interim/Final Deposit

3. PURAP App Document Status Workflow Status Document Status SAVED ENROUTE FINAL/PROCESSED Detailed Search In Process Awaiting Commodity Code, Fiscal Officer, Budget, etc. Approval Open, Closed, Retired, Void, Pending Print Custom Doc Searches

4. But… Route Nodes always tell you where you are/what’s next Disbursement Voucher Account Document – Maintenance - Editable Pending Actions In the person’s Action List Future Actions Who’s next Could change Force Action Detail Doc Search – Route Node Filter Action List – Current Route Nodes

5. DEMO

6. New RICE Functionality Super User Tab Document by Document Allows Super User to move items through workflow Recall Functionality KFS set up for FP, can choose what document As long as no one has taken action, can Recall Route for Completion Send incomplete document to someone else to complete After completion goes into regular workflow KRMS – Kuali Rules Management System (PeopleFlow)

7. DEMO 14072

8. Delegations Primary Routes to the Primary instead of the Fiscal Officer 14206 (fhogg/rorenfro) Fiscal Officer can pull up the document Secondary Routes to Primary or Assignee Secondary can take Action 14204 (rmunroe)

9. DEMO

10. User Docs to set up Workflow Account Delegate Document Set up Delegations by Document, Amount, Secondary and Primary Global Document Model to apply Routing on new documents Organization Review UI to allow users to set up qualifiers for roles Role 7 – Organization Review Role 28 – Accounting Reviewer Routing can be established Future Request – UI for other roles such as Sub-Account Review

11. DEMO