Integration Points We Covered

• Persons• Rolodex• Appointments, Job Codes• Sponsors• Organizations• Unit Hierarchy• Cost Elements, Rates, Budgets• Proposal (Institute Proposal)• Award (sort of)

Remaining Integration Points (and their resolution in blue)

• Address: Action Item/Assignment• Degree, training, salary: Action Item/Assignment• IRB/IACUC components: (KRA Only; out of scope for this group)

– Protocols– Committees– Queries– Training Records– Correspondence, Meeting Agendas, Notifications

• More on Awards: Action Item/Assignment --cover required integration points in SME group

• Conflict of Interest Components (KRA only; out of scope for this group)• Negotiations (KRA only; out of scope)• Subcontracts (Later Phase: covered a bit with Organizations)• Bio-Safety and Chemical Tracking (KFS groups to identify Connections w/Purchasing

Later Phase)• Export Controls (KFS groups to identify Connections w/Purchasing; Later Phase)• Organization (Internal/External) Service? Assign at a later point. Simple service in the

short term (Central Org definition table, see assignments)

Assignments• KRA Person Attributes & KFS Person Attributes, and Core Person Attributes (For “KIM-

Kuali Identity Management”) Talk to Lori/Kathleen before 8/20 and determine the best way to accomplish this (we think this needs to be a joint group)

– Take fields that are common, use common terminology– Normalize the 2 (try to affect the least disruption possible to terminology and

elements)• Internal Organization (KFS=Org Unit; COEUS=Unit & Unit hierarchy) Talk to

Lori/Kathleen before 8/20 and determine the best way to accomplish this • Further work on Budget: Ask KRA Budget SME group to discuss integration points Talk

to Lori about the best way to accomplish this.• Degree, Training, Salary: Integration Team to work on integration requirements• Address: SME Groups need to weigh in. Lori/Kathleen. Need for multiple addresses for

an instance of a person or organization is global, and/or the need to use cross module instances of an address. Various tables that support address (STATE and COUNTRY)

• KRA/KFS Glossary: Integration Team• Work Flow Integration between the 2 products (Talk to Lori/Kathleen. Lora suggests

assigning to SME groups in KRA, may need to join w/KFS SME groups for understanding)

• Subcontracts: There is both data and process integration required related to invoices. The appropriate SME groups on each side will need to work on this. Talk to Lori/Kathleen.

More assignments…• Bio-safety (KFS required connections) More TBD• Export control (KFS required connections) More TBD• How to create a truly integrated version of KRA/KFS that appears as such to

the user? (Related to the next point)• What components/functionality are in, what’s the timing and implementation

scenario (get input from functional council on how they want to see this)– KFS only– KRA only– KFS/KRA together*** This is what we focused on over the last 2 days– Conversion scenario to get to the KFS/KRA together version (KFS to KRA)– Conversion scenario to get to the KFS/KRA together version (KRA to KFS)

• Deliverable for 8/22 (Have discussion w/Lori/Kathleen as to what is expected)

– Use the “Implementation Scenario” document as a base; include a summary of our discussions and action items (More coming from Rochele Cotter)

– We need to prioritize/assign value to each item