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Session 1 will be functionally-focused; we will review the key features of KEW, including the action list, route log, and document search; walk through the default workflows provided out of the box for the KC modules; and demonstrate some basic configuration that can be done using the administrative screens.
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Kuali Coeus Workflow and KIM - Part 1
Workflow - What/Why
! Model or improve existing business processes
! Automate repetitive, manual tasks
! Work efficiently, collaboratively
! Measure performance, gather metrics
About Kuali Enterprise Workflow (KEW)
! Component of Kuali Rice middleware
! Mature - Production at Indiana University 2003
! Integrated Action List/Document Search
! Flexible ! Integration modes - Embedded, Bundled, Remote
! Rules processing
! Content based routing
! eDoc Lite
Kuali Enterprise Workflow (KEW)"Concepts
! Document types
! Document Policies (behaviors)
! Route Nodes
! Rules/Rule Templates
! Workgroups/Groups
KEW Concepts-Document Type XML
! Define behavior of a routable document
! KC Prop Dev Document
! Document Type Hierarchy - Inherited Behavior
! KC Maint Docs all have a common ancestor
! Post Processor - Client code that executes as the document routes
! KC uses the KNS provided Post Processor
! Doc Handler - Tells KEW how to find your Documents
! Default Workgroups - Super User, Exception (can also be defined in KIM)
! Document Policies - Initiator must route/save; Route Log Look Future
! Custom Doc Search Attributes
KEW Concepts-Route Nodes Defines the route path of a document
Can be simple: ! Or Complex
! Can be simple
KEW Concepts-Rules
! One way to tell a document where to go and how to get there
! Rules Templates define the evaluation criteria for a rule
! Ex. Doc Type Foo will route based on Units
! Rule Attributes - Define how to evaluate Document content; Java or XML
! Tells KEW where to find Unit data on the Foo Doc
! Rules Matches document content to evaluation criteria
! If Unit = Chemistry, Sally must approve
! After the Rule Template and Rules Attributes are created, Rules can be created and managed using a GUI (i.e., no code)
KEW Concepts-KIM Roles
! KIM - Kuali Identity Management; Another Rice module
! Roles - Used for Authorization; Bundles of Permissions
! Roles can be “qualified” with business data to limit their scope
! KC mainly uses Unit/Unit Hierarchy Qualified Roles
! Roles can be maintained or derived
! KC - Derived Roles for PI, Co-I, Key People
KEW Concepts-KIM Responsibilities
! Responsibilities - Used to build workflows instead of Rules
! KC - PI has an Approve Responsibility
! Uses Qualifiers to define Rule Attributes
! Granted to Roles, not people/groups
! KC - PI is a derived Role
! KC - OSP Approver is a Maintained Role
KEW Concepts-Document Content
! Rule Attributes Define Route Nodes
! Java - Code execution
! XML/XPath - KNS uses XMLStream to generate XML representations of documents; XPath queries this XML to make routing decisions
! Document Post Processing
! When workflow doc changes state, code executes in the client system
! KC - Change Prop Dev Status
! All Documents
! Have a Route Log
! Show in Doc Search
! Users
! Have an Action List
! Can set Action List Preferences
! Interact with individual Documents
KEW - User facing components
Route Log
Doc Search
Action List
Outbox
Kuali Coeus - Out of the box
KC - Classes of Documents
• Transactional Documents
! Business transactions
! Non-Admin users
! Most likely to have workflows
• Maintenance Documents
! Reference Data
! Admin users
! No “out-of-the-box” workflows; Unlikely to have workflows
KC - Examples of Documents
• Ex. Transactional Docs
! Proposal Dev Doc
! Prop Budget
! Award
! Protocol
Ex. Maintenance Docs
! Sponsor
! Rolodex
! Special Review Type
! Valid Cost Element Rate
KC - Maintenance Docs
! Leverage the Kuali Nervous System (KNS) Maint Doc Framework
! Similar to Coeus’ Code Tables
! Group Based authorizations (AuthZ) restrict access
! KEW routes to the same Group that authorizes access
! Approval is implicit when AuthZ user submits (or blanket approves) Maint Doc
! KcAdmin Group
KC Transactional Docs KC Module Out of the box workflow
Prop Dev POC
Prop Budget None (Coeus FE)
Inst Prop None (Coeus FE)
Award None (Coeus FE)
Award T&M None (Coeus FE)
Award Budget Award Budget Approval
IRB Protocol Dept Review, IRB Review
IRB Online Review Init, IRB Admin 1, IRB Online Review, IRB Admin 2
KC - Proposal Development Document
! Proof of concept workflow demonstrates concepts/capabilities
1. Split Node to handle KC Proposal Hierarchies (Only the parent routes, gets submitted) Required for Prop Hierarchy functionality
2. Feedback loop between OSPInitial and ProposalPersons (PI, Co-I, Key People)
3. Unit Routing
! POC routing based on Custom Data
4. Departmental Routing
! Lead Unit/Lead Unit Hierarchy Routing
5. OSP Approval/Submission
6. Join Node - Required for Prop Hierarchy
KC - Proposal Development Document
KC - Custom Workflow Next Steps
! Understand KC data
! Define desired business process
! Don’t build in current process work-arounds
! Define business rules
! Simple or complex
KC - Future
! KC 3.1 - Released in July 2011
! KC 3.2 - Late Summer 2011; Rice 2.0
! KC 4.0 - Fall 2011
! KC 5.0 - Spring 2012
Custom Doc Search Attributes