Organization Review

Note: For information about other KIM concepts and functions, see Basic KIM Concepts.

The Organization Review document offers a simple interface to feed member and delegate information into two KIM roles related to workflow routing.

The two roles affected by this document are:

Accounting Reviewer: Establishes optional workflow action requests for documents based on chart, organization, document type, dollar amount and accounting override code.

Organization Reviewer: Establishes optional workflow action requests for documents based on chart, organization and document type.

These roles are quite similar, with Accounting Reviewer generally being used for document types that include accounting lines and organization reviewer being used for document types that do not. The Organization Review document is designed to assist users in selecting the appropriate role(s) for a given document type or group of document types that need to receive workflow requests.

This interface enables institutions to more easily allow role members to assign themselves to these roles. Note that these roles may also be assigned via the Role or Person document as discussed elsewhere in this section.

Warning! Unlike other KIM documents, the Organization Review document is found on the Main Menu tab. Because it represents a workflow modification that most KFS users are permitted to make, it is grouped with similar transactions in the Chart of Accounts subgroup in the Lookup and Maintenance menu group.

More:

Document Layout

Process Overview