Example

It is discovered that an error was made when originally certifying an Effort Report for an employee. After reviewing the appropriateness of the request, a user with the Contracts and Grants Manager role opens a new Effort Certification Recreate document.

The user enters a description, an explanation, the Employee ID of the person the effort report is to be recreated for, the fiscal year, and the report number to be recreated, and then clicks the load button.

The user reviews the effort detail lines now displayed on the document to verify that the correct criteria has been entered. After confirming this information, the user clicks the submit button. The document now routes, looks and functions like a regular effort certification report. After it has received all regular approvals, it also routes to the KFS-SYS Contracts & Grants Manager role for final approval.

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Custom Document Searches