Routing and Roles
Below is information about the routing and roles associated with the GEC in the Kuali Financial System.
General Error Correction Workflow
The General Error Correction has system built-in workflow, based on roles. Additional route nodes can be established by users Ad-Hoc routing each GEC for approval.
- Initiator
Typically the Fiscal Officer would initiate - Fiscal Officer
Approves the eDoc if they were not the initiator - Accounting Reviewer
This step is optional - Principal Investigator
An FYI only for Contract and Grant Accounts
The General Error Correction Express (GECX) goes to final upon submission (express routing).
Contracts & Grants Cost Transfers have additional workflow requirements. See below for details.
Description of Workflow Nodes
| Workflow | Workflow Detail |
| Initiator | The Fiscal Officer or other Financial Personnel responsible for managing the account. |
| Fiscal Officer | Approval requests will only route to Fiscal Officers who are not the initiator of the eDoc. If the initiator is not the Fiscal Officer of all of the accounts in the accounting lines, an approval request will route to the Fiscal Officer(s). |
| Accounting Reviewer | This step is optional. |
| Principal Investigator | The person listed as the Project Director in the KFS Award eDoc will receive an FYI for all GEC's that contain a Contract or Grant account. Typically the Project Director is the Principal Investigator. |
Contracts & Grants Cost Transfers
Cost transfers involving contracts and grants funds are subject to additional University of California policies and federal laws that are not discussed in this guide. KFS users must comply with these additional requirements when using the General Error Correction to complete a cost transfer on contract and grant funding. The department initiator or Fiscal Officer should ensure that the General Error Correction is ad-hoc routed for any additional approvals.
For more information, see Cost Transfers on Contracts & Grants Accounting.