Access
KC access is primarily determined by workgroups and document types. Depending on institutional requirements and implementation, different access rules can be constructed and associated with specific document types or groups of documents and with specific users or groups of users.
A Workgroup is a collection of users who share a similar responsibility and business function. When a document routes to a workgroup, all members of the workgroup can see that document in their action lists. After any single member of the workgroup takes an action on that document, it is removed from the action lists of all other workgroup members. Access to particular document types can also be controlled by workgroups.
Document Type is used to distinguish between the different types of transactions that are possible. A document type generally allows users to perform a set of functions and contains business rules particular to those functions.
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While most document types in KC are available for anyone to initiate, there are some that may be restricted to users who are members of particular workgroups. For information on specific restrictions available for particular document types, see the respective individual document type topics. |
Workflow is used to route a document by matching attributes of a transaction or document with existing rules that indicate where a transaction or document with those particular attributes should go. Most commonly, Workflow is used to collect document approvals. The path of approval can be influenced by the type of action and the content of the document itself. In this way, workflow can restrict the access to portions of the system and/or portions of data for a particular user based on the underlying, configurable business rules.
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For more information about workflow as it applies to types of application access by role, see “Roles and Permissions Overview” on page 36. |
Locking Considerations: When more than one user has accessed and is editing the same document at the same time, there are document locking rules that can be quite complex to a new KC user regarding this that, when not followed, could result in loss of data entry work.
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For more information about document locking, see “Document Locking” on page 92 in E-Doc Fundamentals. |
Browser Navigation Button Usage: As a general rule, we strongly suggest that you never use your Web browser’s navigation tools (for example, the Back button) while using the KC system.
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For more information about Web browser functionality as it relates to usage of the KC Web application, see “Screen Layout & Navigation” on page 48 in KC Overview. |
System Timeout: The timing out of your user session in the KC system also has an effect on your application access.
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For more information about access duration limits, see “System Timeout” on page 45 in Logging In and Out. |
Identity Management