Common Maintenance E-Doc Procedures
This topic describes the basic operations of maintenance documents with which you should be familiar. Many KC maintenance documents have a consistent look and feel, shared features, and similar functionality. KC maintenance documents are usually updated in the same manner based on the Kuali Nervous System (KNS) features running on the Kuali Enterprise Workflow engine. The task steps that follow guide you through some of the most standard actions associated with typical maintenance e-docs. They include instruction on searching for, initiating, copying, editing, saving, and routing maintenance documents.
Overview
KC relies on a variety of user-defined reference tables to function. These tables define the attributes that the system uses for validation and to allow you to look up values as necessary. They also control the often complex relationships between elements for internal and external reporting. These reference tables are maintained by e-docs that are commonly referred to as maintenance documents. They are typically maintained by the members of the central administration area of an institution.
Each of the KC reference tables is maintained by a specific maintenance e-doc which is routed for approval before the table is updated. Whereas all users can lookup KC reference table information, access to their maintenance documents is limited to the members of a particular workgroup and only the authorized members of the workgroup can approve the updating of the tables. While privileged members have the ability to initiate new maintenance documents, other users may only search for the values from the lookup screens, depending on permissions.
KC contains many maintenance documents grouped by related functions on the Maintenance menu. Each provides a handy, e-doc user interface for creation and maintenance of reference table information that is used by other e-docs in KC. They allow for lookup and selection of valid values when populating fields to complete other e-docs. All of the maintenance documents are viewed and maintained in a similar fashion. Selecting the desired reference table link from the maintenance menu takes you to that maintenance document’s lookup screen. From that screen you may create a new document by clicking the create new link, or search the table to view, edit, or copy a table value. These common operations are explained below, using the Proposal Type maintenance e-doc as an example.
Searching for a Maintenance Document
Initiating a Maintenance Document
Editing a Maintenance Document
Copying a Maintenance Document
Submitting a Maintenance Document
Closing a Maintenance Document
Canceling a Maintenance Document