Kuali Rice 2.0.0-m6 User Guide
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Kuali Rice 2.0.0-m6 User Guide
Kuali Rice
<
rice.collab@kuali.org
>
<
rice.collab@kuali.org
>
Table of Contents
1. Global
The Kuali Community
Kuali Foundation
Kuali Rice
Licensing and Intellectual Property
Software License
Contributors
Documentation License
How to Use This Guide
User Guide Structure
Typographic Conventions
Versioning
Electronic Navigation
Printed Documentation
Common Features and Functions
Standard Buttons on Lookup Screens
Useful Screens Are Where You Need Them
Common Functions
Lookup Wildcards
Result Set Limits
Frequently Used Tabs
Reporting an Issue with Kuali Rice
Step 1: Search for a Similar Issue
Step 2: Create an Issue in JIRA
Step 3: Fill Out Required Fields
Step 4: Save the Jira issue
2. KEN
Channels
Notification Channel
Managing Channels
Notification Channel Subscriptions
Managing Subscribers
Notification Priority
Managing Priorities
3. KEW
Kuali Enterprise Workflow: Overview
What is KEW?
KEW Features
Why Use KEW?
Actions
Action List Guide
Action List Preferences
Action Requests and Actions Guide
Overview
Types of Action Requests
Action Request Recipients
Action Request Hierarchies
Action Request Activation and Deactivation
Actions and Action Takens
Documents
eDocLite Overview
eDocLite Lookup
eDocLite Inquiry
Create New eDocLite Document
Preferences
General Preferences
Fields Displayed in Action List Preferences
Document Route Status Colors for Action list Entries
Routing
Delegate Rules and Delegation Routing Rules
Delegation Rule Inquiry
Delegate Routing Rule Creation
Routing Rule Delegation Maintenance
Rule Lookup
Rule Inquiry
Routing Rule Creation
Routing Report
Rule Maintenance
Rule Template Lookup
Rule Template Inquiry
4. KIM
KIM Overview
KIM Features
Person
Person Lookup
Person Maintenance
Displaying the Person Lookup Screen
Ad Hoc Recipients Tab
Route Log Tab
Group
Group Lookup Screen
Group Inquiry Screen
Group Maintenance Document
Role
Role Lookup Screen
Role Maintenance Document
KIM Type
KIM Type Lookup
KIM Type Inquiry
Responsibility
Responsibility Lookup
Responsibility Inquiry
Permission
Permission Lookup
Permission Inquiry
Permission Template Inquiry
Locations
Campus
Postal Code
County
State
Country
5. KNS
KNS Overview
What is KNS?
KNS Conceptual View
KNS Relational View
Parameter
Parameter Lookup
Parameter Inquiry
Parameter Maintenance
Process to create a new Parameter
Parameter Detail
Parameter Component Lookup
Parameter Component Inquiry
Parameter Namespace
Namespace Lookup
Namespace Inquiry
Parameter Type
Parameter Type Lookup
Parameter Type Inquiry
Parameter Type Maintenance
Pessimistic Lock
Pessimistic Lock Lookup
6. KSB
What is the Kuali Service Bus?
Features
Bean-Based Services
Overview of Supported Service Protocols
Message Queue
Current Node Info
Message Filter and Fetch
Documents Currently in Route Queue
View
Thread Pool
Service Registry
Quartz
Security Management
Glossary
List of Figures
1.1.
Ad Hoc Recipients Tab
1.2.
Person Requests Section of the Ad Hoc Recipients Tab
1.3.
Ad Hoc Group Requests Section of the Ad Hoc Recipients Tab
1.4.
ID Section of the Route Log Tab
1.5.
Future Action Requests Section of the Route Log Tab
3.1.
Action List Preferences page, General section
3.2.
Action List Preferences page, Fields Displayed in Action List section
3.3.
Action List Preferences page, Document Route Status Colors for Actionlist Entries section
3.4.
rule_maintenance_document_type_document.png
4.1.
KIM Architecture
6.1.
Kuali Service Bus
6.2.
Supported Service Protocols
6.3.
Message Filter Screen:
List of Tables
1.1.
1.2.
1.3.
Account Number (String) Example of Wildcard Use
1.4.
Proposal Number (String) Example of Wildcard Use
1.5.
Create Date (Date) Example of Wildcard Use
1.6.
1.7.
1.8.
1.9.
1.10.
2.1.
3.1.
3.2.
3.3.
3.4.
3.5.
3.6.
3.7.
3.8.
3.9.
3.10.
3.11.
3.12.
3.13.
3.14.
3.15.
3.16.
4.1.
Overview Fields
4.2.
Affiliation Fields
4.3.
Faculty/Staff Additional Affiliate Fields
4.4.
Names Fields
4.5.
Addresses Fields
4.6.
Phone Number Fields
4.7.
Email Addresses Fields
4.8.
Privacy Preferences Fields
4.9.
Groups Fields
4.10.
Roles Fields
4.11.
Assignees Fields
4.12.
KIM Type Lookup search fields
4.13.
Overview Fields
4.14.
Assignees Fields
4.15.
Role Overview Fields
4.16.
Role Permissions Fields
4.17.
Role Permission Fields
4.18.
Role Responsibilities Fields
4.19.
4.20.
Action Detail Fields
4.21.
Assignees Fields
4.22.
Delegations Fields
4.23.
KIM Type Lookup Fields
4.24.
KIM Type Inquiry Fields
4.25.
Responsibility Lookup Fields
4.26.
New fields in the search results list from a Responsibility Lookup search
4.27.
Permission Lookup Fields
4.28.
4.29.
Edit Campus Fields
4.30.
Campus Type Fields
4.31.
Postal Code Fields
4.32.
County Fields
4.33.
States Fields
4.34.
Country Fields
5.1.
5.2.
5.3.
5.4.
5.5.
5.6.
5.7.
Pessimistic Lock Lookup Fields
6.1.
6.2.
Documents currently in route queue table fields
6.3.
6.4.
6.5.
6.6.
6.7.
6.8.
6.9.