Page Comparison

{info}E-doc Template. Use below for reference, or download Word version (via linked doc, or Confluence menu\- export to Word or Excel).{info}{html} <A href=" https://docs.google.com/a/kuali.org/document/d/12wD46UpUCQpHHmEGVf4HQm_x3Rzgkbvd7TI8WBJVdyQ/edit?hl=en_US" mce_href=" https://docs.google.com/a/kuali.org/document/d/12wD46UpUCQpHHmEGVf4HQm_x3Rzgkbvd7TI8WBJVdyQ/edit?hl=en_US" target="_Blank"> OLE-FS_Transactional_e-doc_UI_template.docx</A>{html} &nbsp;(Word format)

[Wireframe for edoc UI|OLE:Wireframes#edoc]
{panel:bgColor=F6C9CC|borderStyle=solid}
*Document Overview*
{panel}

{color:#333333}Insert fields or reference, or system-generated tags.{color}

{color:#333333}Indicate rules for required "document description"\- manual staff entry or system-generated naming convention on "save".{color}

{panel:bgColor=F6C9CC|borderStyle=solid}
*Functional tab&nbsp;*
{panel}
{color:#333333}Insert fields.{color}

{color:#333333}Indicate lookups.{color}

Indicate drop-downs.

{panel:bgColor=F6C9CC|borderStyle=solid}
*Functional tab&nbsp;*
{panel}
{color:#333333}Insert fields.{color}

{color:#333333}Indicate lookups.{color}

Indicate drop-downs.

{panel:bgColor=F6C9CC|borderStyle=solid}
*Functional tab&nbsp;*
{panel}
{color:#333333}Insert fields.{color}

{color:#333333}Indicate lookups.{color}

Indicate drop-downs.

{panel:bgColor=F6C9CC|borderStyle=solid}
*View Related Documents*
{panel}
(system-generated. Need to indicate FK linkages)

{panel:bgColor=F6C9CC|borderStyle=solid}
*Notes and Attachments*
{panel}
(system-generated. Allows document-level notes and attachments.)

{panel:bgColor=F6C9CC|borderStyle=solid}
*Ad Hoc Recipients*
{panel}
(allows staff to perform ad-hoc routings of edoc, in addition to, but not in place of workflow rules).

{panel:bgColor=F6C9CC|borderStyle=solid}
*Route Log*
{panel}
(system-generated. Full audit trail. Record of document routing per workflow rules.)

h2. *Additional Functions:*

*Document Statuses:* Include desired Document &nbsp;in user requirements/functional specification <see [:&nbsp;[OLE:Final Specifications Template|../../../../../../../../../display/OLE/Final+Functional+Functional Specifications]> or below. Document statuses denote exact document or transactional status of the document.
| *Code* | *Name* | *Description* |
| <CLOS> | <Closed> | <Purchase   order is closed.> |
| <VOID> | <Void> | <Transaction   was voided. Saved for audit trail.> |
| \\ | \\ | \\ |
| \\ | \\ | \\ |
| \\ | \\ | \\ |
*&nbsp;*

*Workflow Statuses:*

(Rice, KNS standard for all e-docs).
| *Workflow Status* | *Description* |
| _Initiated_ | document has been created by author prior to   routing. |
| _Cancelled_ | document has been cancelled by author prior to   routing or by reviewer during routing; routing stops. |
| _Saved_ | document has been saved by author prior to   routing or by reviewer prior to action; sent to his/her action list. |
| _Enroute_ | document is being routed. |
| _Processed_ | document   has been approved by all reviewers. |
| _Final_ | document has received all of the required   approvals and has been acknowledged by all reviewers. Completion of   Postprocessor designated business functions. |
| _Disapproved_ | document   has been disapproved by reviewer; routing stops. |
| _Exception_ | document requires intervention by Exception   Role; sent to action list of each member of Exception Role registered for   this Document Type. |
*&nbsp;*

*Action buttons to appear on this template:* Check each button/action to include, or add additional.

*Notes on this draft:*