Concur Role Request Form

Owned by Jim Klaben (Deactivated)
Last updated: Nov 09, 2020
2 min read


Design:

Requirements:


5 Stages total:

Supervisor review

Department Head review

Purchasing Review

Controller Review

Concur Admin Review

*form is also sent to KFS System Review application and a new form is created for Approver role, if selected


Groups:

Purchasing

Controller

Concur Admin


-All forms go through Purchasing/Controller stages IF Approver is selected

-Any nonapprover roles go to Concur Admin after Supervisor Department Head approve

-Skip Department Head stage if Supervisor is the Department Head

-Form can be filled out for initiator or someone else

-If Approver is selected, form must be routed to KFS Admin for table add

-If Non-Approver role is selected, form must be routed to Concur Admin

-List of roles must be provided in form for Users to select


Production Upgrade Release Notes

 

Live as of 10/28/2019

11/06/2019

Updated form to fix issue where IE was not compatible with the function that was used to check for Approver role.

 

Updated Department Head Review - Approve - Route to Business Review button from CPO to Controller Review

   -Did the same for Supervisor Review for Submit to Business Review button

Updated Controller to be Patricia Casey


 

-Updated form to not valid NetID field under User Information.  Instead, fields will be cleared out upon completion of service call if NetID does not exist in LDAP.

-Updated form to route to delegates (President) if needed

 

-Added a listener for the Supervisor Review Web Service Call to check to see if the supervisor and department head are the same.  

-Updated email routing for the interim solution with skipping CPO review and going to the Controller.

-added a new check for supervisor vs department head.  Since delegates could potentially be used, new code has been added to check for if the designee is the same as the supervisor.  

//onItemChange of designee table

var reviewerNetId = [];

var table = BO.F_DesigneeTable;
for (var i = 0; i < table.getLength(); i++) {

reviewerNetId.push(get(table.get(i),"F_DesigneeNetId").getValue());
}

BO.F_supervisornetidcheck.setValue(reviewerNetId.join(", "));

//code is placed onItemChange of new field for Designee NetIds

value = BO.F_supervisornetidcheck.getValue()
SupervisorNetId = BO.F_SupervisorNetId.getValue()

if (value.indexOf(SupervisorNetId) !== -1) {
BO.F_SupervisorException.setValue(true)
}
else { BO.F_SupervisorException.setValue(false)
}

 

Migrated to Leap.

 (not in production)

Updated Controller approval to check for approve or deny before creating new form in System Review App.  If Deny, no form is created.