Routing

 

The Effort Certification report has several special routing conditions. It also handles account review routing differently than other Kuali Financials documents.

•      Project director routing: Project director routing is, in part, controlled by the FEDERAL_ONLY_ROUTE_IND parameter. If the value of this parameter is N, the document routes to project directors for all accounts appearing on the document. If the parameter is set to Y, then only project directors associated with accounts appearing in the Federal and Federal Pass Through Accounts section receive the document.

o  The appropriate project director is derived indirectly from the accounts listed on the document. Accounts that have an associated award route the report to the project director associated with the most recent award (determined by the highest proposal number associated with that account) with an approval action request.

o  If changes are made to an accounting line associated with a project director who has already approved the document, then the effort report routes back to the project director who has already taken an action for an additional approval. This looping continues until no additional changes are made.

•      Account review: Fiscal officers for all accounts appearing on the document will receive an approval request. If changes are made to an accounting line associated with a fiscal officer that has already approved the document the effort report will route back to the fiscal officer who has already taken an action for an additional approval. This looping will continue until no additional changes have been made.

•      Organization review: This level of routing behaves as normal throughout Kuali Financials.

•      Award routing: If effort has been modified, then the document routes to the Contracts & Grants processors associated with all accounts appearing on the document.

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