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After you access OLE by typing or pasting the URL for it into your browser's address bar, you need to know where to find information and how to navigate. This section covers these topics. |
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Each of these submenus is further subdivided by module.
For information on working with the Chart of Accounts, Pre-Disbursement Processor, and Vendor Select and Acquire functions listed on the Main Menu tab, see the appropriate sections in the
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http://testdrive.kfs.kuali.org/kfs-ptd/static/help/WordDocuments/coremodules.htm |
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Select and Acquire documentation in the Driver's Manual.
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A few Chart of Accounts maintenance documents (Account, Global Account, Account Delegate, Account Delegate Model, Global Account Delegate, Object Code, Global Object, Organization Code, Project Code, Sub-Account, and Sub-Object Code) are used by both central and departmental users. These documents are accessible via the Main Menu tab, not the Maintenance menu tab. For information on working with the Chart of Accounts, Pre-Disbursement Processor, and Vendor functions listed on the Main Menu tab, see the appropriate sections in the HTML Comment
For information on working with functions in any other module, see the KFS guide to the specific modulethe Select and Acquire maintenance documents listed on the Maintenance Menu tab, see the Select and Acquire documentation in the Driver's Manual.
Your institution may choose to add attributes to maintenance tables for reporting purposes. For information on adding these 'extended' attributes, see Extended Attributes.
For information about initiating maintenance documents, see Performing Common Maintenance E-Doc Operations.
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Each of these submenus is further subdivided by module.
For information on working with functions in any other module, see the KFS guide to the specific moduleappropriate OLE overviews and guides in the Driver's Manual.
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This menu is very similar to the OLE Financial Administration Menu but the electronic documents associate with the Rice 2 Main Menu documents.
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Only members of OLE-SYS Manager and KR-SYS Technical Administrator roles may initiate most documents in the Administration Menu. Other users may look up values from the lookup screens but may not be able to access other options at all.
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Role | User Id | Permission Descriptions |
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OLE_Cataloging_Admin | admin | Initial cataloging role for editing and management of code lists/controlled value lists |
OLE_Licenses | fred | OLE_Licenses are the assignees for Requisitions requiring licenses or license negotiations. This role is the “owner” of the license agreement, and has full edit, attachment, routing, and status change permissions. |
OLE_LicenseManager | frank | Group of users that actually do the work of license negotiation used for routing purposes. Same permissions as OLE_Licenses. At a given institution, some staff might do work of requesting licenses / uploading files and adding metadata vs. actually doing the license negotiation? |
OLE_Licensing_Approver | supervisr | OLE_Licensing_Approver will receive License Requests in status “Complete” as final step in workflow. |
OLE_LicenseConfiguration | admin | This is a licensing superuser with authority to set default system configuration values, such as the default notification period after inactivity. |
OLE_Signatory | eric | This role is a person with the authority to sign a license. Note: this role may not be used within OLE if license must be signed by an external party (outside of OLE). |
OLE_LicenseViewer | kuluser | License documents and Search on Licenses are very limited permissions. This role can "view only" Agreements, Agreement docs, License Requests. |
OLE_LicenseReviewer | edna | This role is a person with the authority to sign a license. |
Operator | edna | System user who can loan materials |
Unit Manager | dev1 | System user who can loan and override loan |
Deliver Admin | admin | System user who can initiate and map circulation desks |
Patron Manager | admin | All the Permissions of Patron and BorrowerType |
Full Circulation Attendent | dev 1 | Edit Patron Document |
Limited Circulation Attendent | testuser1 | View Patron Document,no access to borrowerType |
Location Administrator | admin | Edit and View the Location Level Document |
Shelving Location Administrator | dev1 | View Location Level Document |