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Nora Roggeveen-Sams (Unlicensed)

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Roles, permissions and routing continued

recorded 4/10/2013; notes

Answered questions rolled over from day 1:

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Organizations

recorded 4/12/2013; notes

  • Organizations and hierarchies and how the structure influences roles, permissions
    • Using KIM to set up who can do what and when
    • Ideas on how organizations may be used by OLE
  • Setting defaults
  • Contribution codes
  • Access Security
  • Role types
  • Brief information on setting up charts of accounts
  • Archiving and deleting
Deposit Accounts; Contributions to Kuali

recorded 4/23/2013; notes

  • Deposit Accounts
    • What deposit accounts mean for libraries, functional needs for OLE
    • UofA's custom code for Non-Check/Non-ACH payments
  • Kuali sharing of code contributions in Jira - "KFS contributions" and "Kuali Sharing"
Intro to PDP

recorded 4/24/2013; notes

  • PDP
    • Process of KFS and how it might work in OLE
    • Liabilities and general ledgers
  • The PDP slideshow started in the session
Chart of Accounts and GL

recorded 4/30/2013; notes

  • Chart of Accounts and General Ledger
    • Accounts
    • Organizations
    • Object Codes
    • How budgets are set up; KFS configuration workbook
  • Chart and GL slideshow presented in the session
  • Chart of Account slideshow - additional information about CoA.
  • CoA Configuration workbook - spreadsheet shown during the session
Workunits and the DocStore

recorded 5/7/2013; notes

  • Work units
    • KFS uses 'campus' objects to divide locations
    • Parameters and permissions will aide in defining work units.  
    • Campuses are separate of chart, org
    • Discussed the idea of chart and org for PURAP docs; campus for Doc Store
  • Operator defaults in documents
More on Business Rules and System Parameters

recorded 5/8/2013; notes

  • Parameters
    • Data dictionary vs. Business rules vs. Parameters
    • Types of parameters - Compound, Indicator
    • Document driven, not permission or role driven
    • Examples from KFS
    • Parameters 5 (KFS Parameter wiki page - pretty technical)
    • Parameters PowerPoint shared during the session
    • Bootstrap+5 (KFS Bootstrap data wiki page)
Contract Manager and OLE licensing functionality -- workflow

recorded 5/14/2013; notes

  • Licensing workflow requirements
  • Contract Managers' workflows from KFS will not work
  • Workflow examples and Action Lists in KFS
  • Searching
  • Delegations - primary and secondary (per person, per document) (will be continued in a later session)
  • Workflow (PowerPoint presentation from the session)
  • KRMS Description and Assumptions
Year End Processing and Batch Jobs

recorded 5/15/2013; notes

Default Values

recorded 5/21/2013; notes

  • Defaults in KFS
    • Delivery and Receiving address on a requisition
    • Vendor Choice on a purchase order
    • Accounts Receivable defaults that could be of interest to be modified for OLE PURAP use
    • New e-doc defaults will probably have to be hard coded.
User Documents to Set Up Workflows -- Account Delegates and Org. Review; Action Lists

recorded 5/22/2013; notes

  • Account Delegates Document - for fiscal officers to delegate tasks on particular accounts
  • Organization Review - tied to the organization (project code, account, etc)
  • Primary and Secondary Delegates
  • Action Lists and Routing
PDP Processing, M:1 Invoicing, Search Limits

recorded 5/29/2013; notes

  • How to transmit funding information from OLE to university accounting
  • M:1 invoices - using and modifying bundling
  • Search result limits - changing parameters to modify the # of results.
Invoicing and the eInvoicing job of KFS, Staff Alerts and Event Logs

recorded 6/4/2013 - ; notes

This video is divided into two parts:

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Conversions of Legacy Data, Batch Jobs in KFS

recorded 6/5/2013; notes

  • PO Conversion Program
    • Process of loading for implementing KFS:
    • 1st: Object Codes, Organizations, Accounts from spreadsheets
    • 2nd: Open Purchase Orders - KFS recommends manual, OLE may need to use the PO Conversion Program
    • 3rd: Vendors
    • 4th: Account Balances
  • Batch Jobs
    • Financial processing, PURAP, PDP, GL jobs
    • How to run jobs in KFS
    • Uploading files in KFS, correcting errors
Separation of Duties

recorded 6/11/2013

 

QA testing

Tester training sessions for Describe and Select and Acquire were recorded and posted here:
QA Recorded Training Sessions

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