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Transaction Processing & Workflow The Basics. Barbara Sutton & Nicole Rawleigh Cornell University. Agenda. Transaction Processing Maintenance Transactions Workflow Demo. Transaction Processing. Maintenance Documents Update/maintain tables Transaction Documents

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Transaction Processing & Workflow The Basics

Barbara Sutton & Nicole Rawleigh

Cornell University


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Agenda

  • Transaction Processing

    • Maintenance

    • Transactions

  • Workflow

  • Demo


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Transaction Processing

  • Maintenance Documents

    • Update/maintain tables

  • Transaction Documents

    • Create accounting entries

  • Common Tabs

    • Document Overview

    • Notes/Attachments

    • Ad Hoc Recipients

    • Route Log

  • Unique Tabs


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Workflow

Stand alone application

  • University of Connecticut – Deferred Tuition Waiver Form

  • SJDC – Time keeping system

  • Kuali Systems


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Workflow

  • Approval Requests

    • Approve

    • Acknowledge

    • FYI

    • Disapprove

  • Special Approvals

    • Blanket Approval

    • Supervisor Approval


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Workflow

  • Fiscal Officer Delegation

    • Primary

    • Secondary

  • Workgroups

    • Organization

    • System

    • Nested


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Workflow

Doc does not have to be saved prior to being submitted

Initiator

  • Person who creates the

  • document

  • e-Docs can’t be initiated

  • without the correct user

  • privileges

Open

a new

doc

Save

Submit

Initiated

Saved

This state happens

automatically when the document is

created

Cancel

Enroute

Canceled

No notifications are sent


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Workflow

Fiscal Officer

  • Fiscal Officer can appoint

  • delegate(s) for their own

  • accounts

  • Doc may route to multiple

  • approvers, one for each

  • account

Enroute

Approve

Dis-

approve

Disapproved

Enroute

Notifications are sent

Can’t return, but initiator can copy

Doc not longer appears in queues


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Workflow

Org and/or Special Conditions

  • Depending on doc and

  • account, may not be

  • required

  • Could be Org officer,

  • Special Conditions

  • approver, or respective

  • workgroup member

Enroute

Approve

Dis-

approve

System changes the status when all approvals are detected

Processed

If there are no outstanding acknowledgements, doc goes to Final status

Disapproved

Notifications are sent

Final

Can’t return doc, but initiator can copy

Doc no longer appears in queues


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Workflow

Ad Hoc Acknowledge

  • Optional; only comes into

  • play when someone

  • specifies Ad Hoc

  • Acknowledge routing

  • Document must be

  • acknowledged, then the

  • status changes to Final

Processed

Ack.

System changes the status when all acknowledgements are detected

If there are no outstanding acknowledgements, doc goes to Final status

Final


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Workflow

Open

a new

doc

Save

Submit

Ack.

Processed

Final

Initiated

Saved

Enroute

Approve

Cancel

Dis-

approve

Enroute

Approve

Canceled

Disapproved


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Workflow

Route Log

  • Document ID

  • Actions Taken

  • Pending Action Requests

  • Future Action Requests




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