Sent to the KFS-Update mailing list on March 21, 2016
Beginning this week, KFS approvers can now return any enroute Disbursement Voucher (DV) to the Initiator. This will eliminate the need to disapprove and copy documents that simply need to be updated.
Fiscal Officers, Accounting Reviewers, and other approvers may return a DV to the Initiator for any reason. An eDoc that has been returned will appear in the Initiator’s Action List as “Returned for Edit.” After a DV is returned, all fields are editable. Users should expect the Accounts Payable group to use this feature when a DV needs to be corrected.
Earlier this year, the Return to Initiator button was added to Travel and Event Management (TEM) e-documents.
Impact on Workflow
Returning a DV to the Initiator will completely reset the workflow process. If approval was granted prior to the DV’s return, that approval will need to be repeated. Further, only the Initiator is notified when a document is returned, so approvers should check the route log to verify whether they are approving a document for the second time. A DV should not be returned for edit if the initiator is no longer in the department.
Ad-hoc approvers can also return a DV to the Initiator. Keep in mind, however, that after a document has been returned, ad-hoc approvals will need to be resent if required by policy.