• 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 then 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 KFS, with the exception that approvers at this level may be able to the edit the document. This is controlled by the ORG_REVIEWER_ALLOW_EDITS parameter. If this parameter is set to 'N,' these approvers can make no edits. If the value of this parameter is set to 'Y,' then organization review approvers have the same edit capabilities as fiscal officers. Any change in effort by these approvers will generate an FYI action request back to the fiscal officer(s) of the modified account(s).
• Award routing: If effort has been modified, then the document routes to the Contracts and Grants processors associated with all accounts appearing on the document. In the default configuration, these users are allowed to modify effort reports. This ability can be turned off by removing the KFS-EC Use Transactional Document permission from this role. If these users modify effort, then an FYI action request is sent to the fiscal officer(s) of the modified account(s).
Note: For information about the account review and organization review see Route Levels and Workflow Routing.