Title

Description

Chart Code

Required. Select the chart associated with the organization for which you want to establish additional workflow action requests.

Document Type

Required. Use the Document Type lookup icon to search for and select the document type for which you want to establish additional workflow action requests. Note that you may select a parent document type to establish workflow routing for all document types that answer to that parent in the document type hierarchy.

Organization Code

Required. Enter the organization code identifying the organization for which you want to establish additional workflow action requests or use the Organization lookup icon to select a value.

Review Types

Required but may be display-only. This value determines whether the document adds member information to the accounting reviewer role (Organization Accounting Only), the organization reviewer role (Organization Only), or both.

After you select a document type, this system updates this field with a default value based on the following rules:

If the document type selected has a route node associated with the organization reviewer or accounting reviewer role, then review type is selected based on this value and cannot be edited.

If the document type selected is KFS (Kuali Financials document at the top of the hierarchy), the Review Type value defaults to both but can be edited.

If the closest parent document type is KFST (Kuali Financials document to which all transactional documents answer), the Review Type value defaults to Organization Accounting Only and cannot be edited.

If the closest parent document type is KFSM (Kuali Financials document to which all complex maintenance documents answer), the Review Type value defaults to Organization Only and cannot be edited.

If the closest parent document type is FSSM (Kuali Financials document to which all simple maintenance document answer), the document returns an error. These documents do not route for approval.