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  • Get Kuali Rice clients familiar with Kuali Rice's eDocLite web application
  • Give clients a jump start into developing eDocLite forms and workflows
  • Help clients with little or no programmer resources to gain expertise in developing lightweight department-wide workflows
  • Help clients to move from a paper-based form paradigm to an electronic form paradigm
  • Help clients to progress to building workflows that facilitate more complex business processes and subprocesses.

The typical lightweight workflow involves someone submitting a request for something, someone with authority reviewing that request and then approving or disapproving it, and then someone else to fulfill the request. In this tutorial we will use eDocLite to facilitate a business process called Request Firewall Change. An IT department somewhere out there implemented this process for use by programmers who work in other departments. When a programmer needs access to any services protected by the IT firewall, s/he submits a request via e-mail to the Firewall Policy Group mailing list. Any one member in the Firewall Policy Group can review the request and approve or disapprove it, but this time the process involves more responsible parties, more decisions to be made (not necessarily by people), more notifications, a few subprocesses, a way of skipping steps in the process, and a way to "un-fulfill" a request that was already fulfilled (yikes!!!).

Development Steps

  1. Study the Business Process
  2. Gather the Required Details
  3. Create a Workflow Diagram
  4. Create Users
  5. Create Work Groups
  6. Create the Parent Document Type
  7. Create the Child Document Types
  8. Create the eDocLite Form
    • Create the Definition
    • Create the Stylesheet
  9. Create the Rule Template
  10. Create Routing Rules
  11. Ingest XML Files
  12. Simulate the Business Process

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In using eDocLite to facilitate this process, we'll need a few things:

  • A workflow diagram translated from the business process.
  • A form to capture the request details initially. As the process goes on, the form must accept additional details.
  • A way to bring the request to the attention of the Firewall Policy Group.A way for any member of Desktop Services, who will receive and do an initial review of the request, the Firewall Policy Group to either , who will review and approve or disapprove the request, and the Firewall Gatekeeper, who will fulfill the request.
  • A way for the requester to get the details on the actions taken on the request.

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