Kuali Financial System

Modifying Members of CCR Workgroup

If you wish to modify (edit, delete) members of the group that receive the CCR document in their Action List for your department, please follow the instructions below.

  1. On the Main Menu, select the Group document from the Chart of Accounts section.
  2. On the Group Lookup screen, in the Group Name field, Enter CCR* and click the Search button.
  3. In the search results, locate the group assigned to your department, and click the Edit link.
  4. On the Group document, enter a Description in the header area (this text will appear on FIS Decision Support reports and can be used in a document search).
  5. Enter tracking information in the Organization Document Number field (optional, but this text appears on FIS Decision Support reports and can be used on the Document Search screen).
  6. Enter an explanation for your document in the Explanation field.
  7. In the Assignees section, enter the user ID of the person you wish to add in the Person field. Leave the Member Identifier field blank; the date fields are not required unless you want to restrict the time frame. Click the Add button to add the line to the document. Complete additional line(s) as needed.
  8. If you need to deactivate a user, locate them on the list of assignees (arranged alphabetically by user ID) and click the Inactivate button.
  9. Click the Submit button to submit the document.

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