Organization Review
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For information about other KIM concepts and functions, see Basic KIM Concepts.
The Organization Review document offers a simple interface to feed member and delegate information into two KIM roles related to workflow routing.
The two roles affected by this document are:
• Accounting Reviewer: Establishes optional workflow action requests for documents based on chart, organization, document type, dollar amount and accounting override code.
• Organization Reviewer: Establishes optional workflow action requests for documents based on chart, organization and document type.
These roles are quite similar, with Accounting Reviewer generally being used for transactional document types that include accounting lines and Organization Reviewer being used for maintenance document types that do not. The Organization Review document is designed to assist users in selecting the appropriate role(s) for a given document type or group of document types that need to receive workflow requests.
• These roles are optional/not required.
• These roles allow the unit and/or the MAU to apply workflow after the Fiscal Officer approval.
Documents route based on Organization Code and Document Type; other qualifiers can be applied (e.g. dollar amounts).
A separate Organization Review e-doc will need to be created for each document type, action type and dollar range. You may have multiple Organization Review e-docs, based on the complexity of your workflow configuration. It is up to each unit to determine attributes to meet their needs.
Setting up parent level document type approval is the most efficient way to establish workflow. When establishing workflow for individual e-doc types, it is necessary to create an Organization Review e-doc for each e-doc type.
Before creating a new Organization Review, search for existing Organization Reviews associated with your organization code by using the Organization Code lookup to prevent duplication and aid in effectively naming the Organization Review.
This interface enables institutions to more easily allow role members to assign themselves to these roles.
Unlike other KIM
documents, the Organization Review document is found on the
Main Menu tab. Because it represents a
workflow modification that most KFS users
who are assigned the Financial Document Preparer role are permitted to make, it is grouped with similar transactions in the
Chart of Accounts
subgroup in the Lookup and Maintenance menu group.
Document Layout