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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.

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

The Business Process

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

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