Workflow Actions: Approve, Acknowledge, and FYI
- Former user (Deleted)
- Sarah Nguyen (Deactivated)
- Annette Pavone
Staff can learn about the workflow actions available in Kuali Financials (KFS).
eDocs are routed to individuals or groups based on a pre-determined workflow setup, or because an action is requested using the Ad-hoc routing feature.
Workflow Actions Overview
Action Requested | Is the User Required to Open the eDoc? | Is Action Required Before Posting to General Ledger? |
|---|---|---|
Approve | Yes | Yes |
Acknowledge | Yes | No |
FYI | No | No |
Approve
Open the document from the Action List.
Review the eDoc prior to approval.
Click the Approve button at the bottom of the eDoc.
Once the user has approved the eDoc, it will disappear from their action list. If any other individuals are needed to approve the document, those individuals should repeat Steps 1 through 3.
Once the eDoc is finalized, it will post to the general ledger during the regular overnight processes (scrubber and poster).
Acknowledge
Open the document from the Action List.
Review the eDoc prior to acknowledgment.
Click on the Acknowledge button at the bottom of the eDoc. The eDoc will then disappear from the Action List.
Unlike the Approve function, which requires an eDoc to be approved before it can be posted to the general ledger, the Acknowledge function does not stop an eDoc from processing. However, until the user opens the eDoc and clicks the Acknowledge button, it will remain in the Action List.
FYI
Open the eDoc.
Click the FYI button on the bottom of the eDoc. “FYI” will disappear from the Action List. The user is not required to open the eDoc. Alternatively, the user can:
Select FYI from the dropdown list within the Action List.
Click the Take Actions button (highlighted in the image below).
An FYI request will not stop workflow on an eDoc; the transaction will post even if the user never clicks FYI.