Workflow Roles

Following are the roles associated with the base route nodes assigned to each document.

Role Name	Description
Accounting Reviewer	An optional role that allows users to receive workflow action requests for documents of a specified type that contain accounts belonging to a specified chart and organization (including the organization hierarchy) and within a certain dollar amount or involving a specified override code.
Account Supervisor	This role derives its members from the Account Supervisor field on the Account. Account Supervisors receive workflow action requests for Account, Asset and Asset Retirement Global documents.
Acknowledge Request Recipient	This role derives its members from users with an acknowledge action request in the route log of a given document.
Approve Request Recipient	This role derives its members from users with that have received an action request for a given document.
Award Project Director	This role is derived from the accounts appearing on an Effort Certification document. KFS finds the most recent award associated with each account and routes workflow action requests to the Project Director's associated with the accounts on the Effort Certification document.,
Complete Request Recipient	This role derives its members from users with an complete action request in the route log of a given document.
Document Router	This role derives its members from users with the Route Document permission for a given document type.
Fiscal Officer	This role derives its members from the Fiscal Officer field on the Account. Fiscal Officers receive workflow action requests for most transactional documents and have edit permissions that allow them to change accounting lines involving their accounts.
Fiscal Officer Primary Delegate	This role derives its members from the Primary delegates defined in the Account Delegate table in KFS.
Fiscal Officer Secondary Delegate	This role derives its members from the Secondary delegates defined in the Account Delegate table in KFS.
FYI Request Recipient	This role derives its members from users with an FYI action request in the route log of a given document.
Initiator	This role derives its members from the initiator listed within the route log of a given document.
Initiator or Reviewer	This role derives its members from the initiator and action request recipients listed within the route log of a given document.
Non-Ad Hoc Approve Request Recipient	This role derives its members from users with an Approval action request (that was not generated via the ad-hoc recipients tab) in the route log of a given document.
Organization Reviewer	An optional role that allows users to receive workflow action requests for documents of a specified type that include a specified chart and organization (including the organization hierarchy).,
Router	This role derives its members from the user who took the Complete action on a given document.
Sub-Fund Reviewer	Users who receive workflow action requests for documents that include accounts belonging to particular sub-funds groups.
Workstudy Reviewer	Users who receive workflow action requests for Salary Transfers and Effort Certification documents that use workflow object codes, defined in parameter WORKSTUDY_ROUTE_OBJECT_CODES.