Overview

Before you start to use the KFS-Streamlyne Research integration feature that allows you to create a KFS Account document from a Streamlyne Research Award document, it is important to have a basic understanding of the context of its use and why it is important.

It is also helpful for you to understand the trigger or circumstance that initiates the need to use the functions of this integration feature, and the fundamentals of its usage – when it is required, who performs it, its routing, etc.

Business Needs and Purpose

The purpose and justification for this integration feature (and functional events that occur as a result of its usage) include:

• Account creation can be a tedious and time-consuming process. Data entry errors can occur as a result of rekeying data. This process will speed up the account-creation process. It will also help ensure that Streamlyne Research Award and KFS Account data do not contain conflicting attributes or invalid data.

• The process may also be adaptable to allow schools that only implement Streamlyne Research to map Streamlyne Research attributes to their financial system accounts, thus improving the attractiveness of Streamlyne Research to schools who are not implementing KFS.

Roles and Responsibilities

The primary responsibilities for each actor in this procedure are:

• The Streamlyne Research Central Administration Staff member is responsible for initiating the new Award document in Streamlyne Research, and after approved, creating the Account document.

• The Streamlyne Research Award Budget Approver is responsible for approving the Award document in Streamlyne Research so that it can then be in the necessary state to cause the Create Account section to appear on the Award Actions page.

• The Award Modifier in KFS is typically a member of the KFS User role, and therefore has the ability to modify the KFS Account without special permission.

Introduction

You use this integration feature when you want to utilize the data elements in a Streamlyne Research Award document (as well as data elements from the related Streamlyne Research Proposal Development and Budget documents, where necessary) to create a KFS Account document to take advantage of the speed of creating Streamlyne Research-related accounts in KFS which share account attributes.

Before You Begin

Reference: Before you begin this procedure, you must first ensure the setup conditions are met. For more information, see “Setting up Account creation integration” on page 2164.

Navigation Path

Getting started – this quick system reference depicts how to access the start screen for this procedure. The process task steps in the ordered list below assume you will be creating a new Streamlyne Research Award document.

Create New:

For more information on creating a new document, see “Initiating a Document” in Common E-Doc Operations.

Access Existing:

	For more information on accessing an existing document using the global doc search button, see “Searching for a Document” in Common E-Doc Operations.
	For more information on accessing an existing document using the global action list button, see “Using the Action List” in Common E-Doc Operations.