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OLE Workflow relies on Kuali Identity Management (KIM) to specify when workflow action requests are to be generated and who should take action to fulfill them. Functional users employ the KIM interfaces to make changes that affect the routing of documents.
KFS Knowledge Transfer Day 1- KIM functions (roles permissions, responsibilities) was a video conference about roles and workflows. It contains a visual demonstration about responsibilities.
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For more information about roles and responsibilities, see in the KFS Guide to Core Components and Functions
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Title | Description |
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Title | A combination of the document type, description, and the organization document number (if any). |
Type | The document type. The full name of the transaction used to identify this document type in Workflow. |
Initiator | The name of the person who created the document. |
Status | The route status for the document. |
Node(s) | The current route node of the document---that is, the current step that the document is on, on its route path. Route nodes are also referred to as 'route levels'. |
Created | The time and date that the document was created. |
Last Modified | The time and date that the document was modified last. |
Last Approved | The time and date that the last action was taken on this document. |
Finalized | The time and date that the document reached' Final,' 'Canceled,' or 'Disapproved' status. |
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The error correction action should not be confused with the financial transaction document type General Error Correction (GEC), which is described in "General Error Correction" in the KFS Guide to the Financial Processing ModuleManaging and Encumbering Funds in the Driver's Manual.
- Click
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The system creates a new document with a new document ID. The system also displays Corrects Document ID in both the document header and the Notes and Attachment tab of the document.
Amounts are in negative to reverse the original transaction.
The new document has an annotation that is an error correction.
- Click submit.
The header of the corrected document shows the corrected by document ID.
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In Using Doc Search to Find a Document, we introduced the basic search capabilities within the KEW. The system also provides more advanced and sophisticated search capabilities.
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For more information about document-specific search, see the help documentation section on the applicable document type in the appropriate guide listed in the Driver's Manual.
You may also access these search options after you click the doc search button. To access document-specific search at this point, either enter the document type name and tab out of the field or use the Document Type lookup 
. The system displays the appropriate additional search fields.
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