Introducing the Return to Initiator Button for TEM eDocs

Sent to the KFS-Update Mailing List on Jan. 20, 2016

The appearance of the return to initiator button in KFS and a screenshot showing COMPLETE, Returned For Edit in an Initiator's action list.Beginning this week, KFS approvers can now return any enroute Travel and Event Management (TEM) e-document to the Initiator. This will eliminate the need to disapprove and copy documents that simply need to be updated and should reduce time spent on tasks like re-importing corporate card expenses.

Fiscal Officers, Accounting Reviewers, and certifiers of entertainment/travel may return a document 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 document is returned, all fields are editable. The Return to Initiator button is available now for all new and enroute TEM documents. Users should also expect the Travel group to use this feature when an eDoc needs to be corrected.\

Impact on Workflow

Returning a document to the Initiator will completely reset the workflow process. If approval or traveler certification is granted prior to the document’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 document should not be returned for edit, if the initiator is no longer in the department.

Ad-Hoc Routing

Ad-hoc approvers can return a document to the Initiator. However, keep in mind that after a document has been returned, any ad-hoc approvals will have to be resent as an ad-hoc if department or UCI policy requires their approval.

The KFS Team is investigating whether it is possible to bring the Return to Initiator button to Disbursement Vouchers. More information will be announced as it becomes available.

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