E-doc Template. Use below for reference, or download Word version (via linked doc, or Confluence menu- export to Word or Excel).
<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>
(Word format)
[Wireframe for edoc UI]
Document Overview
Insert fields or reference, or system-generated tags.
Indicate rules for required "document description"- manual staff entry or system-generated naming convention on "save".
Functional tab
Insert fields.
Indicate lookups.
Indicate drop-downs.
Functional tab
Insert fields.
Indicate lookups.
Indicate drop-downs.
Functional tab
Insert fields.
Indicate lookups.
Indicate drop-downs.
View Related Documents
(system-generated. Need to indicate FK linkages)
Notes and Attachments
(system-generated. Allows document-level notes and attachments.)
Ad Hoc Recipients
(allows staff to perform ad-hoc routings of edoc, in addition to, but not in place of workflow rules).
Route Log
(system-generated. Full audit trail. Record of document routing per workflow rules.)
Additional Functions:
Document Statuses: Include desired Document in user requirements/functional specification <see: [OLE:Final 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.> |
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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. |
Action buttons to appear on this template: Check each button/action to include, or add additional.
Notes on this draft: