OLE Demonstration Library

KFS Knowledge Transfer

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KIM functions (roles, permissions, responsibilities)

recorded 4/9/2013

• Learn an overview about KIM functions (roles, permissions, responsibilities) as well as route nodes.
• Kymber shows us how to change responsibilities, adjust workflows by creating new parents and reassigning documents.

Roles, permissions and routing continued

recorded 4/10/2013

Answered questions rolled over from day 1:

• Removing all permissions; specific permissions
• Steps to set up roles, permissions, responsibilities for new documents
• Route nodes, roles, permissions, routing in non-KFS situations (licensing, cataloging)
• Using Rice, permissions for DocStore and Describe functions

Organizations

recorded 4/12/2013

• 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

• 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"
  • Contribution Information

Intro to PDP

recorded 4/24/2013

• 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

• 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

• 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

• 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

• 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

• Year end processing
  
  • KFS jobs reviewed
  • Parameters for year end transitions
  • A sample schedule for KFS jobs
  • KFS documentation on Year End Processes
  • Schedule of Year End Batch Jobs
  • How KFS batch jobs can be applied in OLE
  • How to run batch jobs
    Year End Processing (PowerPoint presentation from the session)

Default Values

recorded 5/21/2013

• 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

• 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

QA testing

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

• Learn about the OLE testing process, Jira, using Selenium and giving feedback.

OLE Authentication and KIM

A discussion with J Keller and OLE about authentication with KFS/UC Davis illustrations.

Kuali Demonstrations

Public demonstrations that Kuali OLE community members have performed are maintained on the Kuali public site kuali.org/ole/presentations