Team Blogs & Collected Feeds from rSmart

KFS Accounting Line Import Feature Helps You Work Efficiently

As I explained in earlier posts, global e-docs are among the most helpful features in the Kuali Financial System. Another time-saving feature of the system is mass import of accounting lines and other data. This feature is especially helpful when users have multiple lines of accounting data to enter and do not want to enter each line separately. Using this feature, they can quickly enter data into an import template and then upload it into the appropriate electronic document.

NACUBO Article Reports on Kuali Financial System Implementation Successes

Publication of Anna-Louise Jackson's insightful article, "Going for the Bold" (Business Officer Magazine, February 2010), confirms what the Kuali Community has long contended—that collaboratively developed administrative software provides enormous benefit to higher education institutions of all types and sizes.

More on KFS Global Documents

Here's some more info on one of my favorite features in the Kuali Financial System—global e-docs. I told you about the Account Global document last time I posted. This time I'll introduce Account Delegate Global.

Account delegates are KFS users that are authorized under certain circumstances to take workflow actions on a document in the place of an account's fiscal officer. The Account Delegate Global document allows users to create delegates for multiple document types on one or more accounts on a single document. Like other global documents, it's quite a time saver.

The Bliss of Global e-Docs

Before being introduced to the Kuali Financial System, I'd never worked on a financial application that provided a global change feature. When I saw global e-docs in KFS for the first time and realized what a time saver they are, I felt like saying, "Where have you been all my life?" This functionality remains one of the things I like best about the KFS, so if you're unfamiliar with global e-docs, I'm happy to have this chance to introduce you.

Turning on the ClearCacheJob in the 3.0 Kuali Financial System

One of the batch jobs that was used often during development was the ClearCacheJob. However, just prior to 3.0 release it was removed from the default list of jobs. For some schools, it's still a nice job to have around.

Please note that this batch job is not perfect. Even though it would seem from the name that it should clear all the caches, in reality it does not and what it does clear out is sometimes inconsistent. So use it carefully and if all else fails, restart the application server.

To turn the ClearCacheJob back on, in your spring-sys.xml file make the following changes (either add the values to the lists, or even better, add this code directly to your own version of spring-sys.xml so you don't change any core code):

2009 "Kuali Financial System Basics" (multiple speakers) presentation available on YouTube

Each year at Kuali Days, a pre-conference session introduces newcomers to the Kuali Financial System. Having videotaped this session at Kuali Days VIII in November 2009, we've now posted part of it on YouTube in a series of videos. While the camera work is hardly professional, anyone who is new to the Kuali Financial System will find these videos very valuable.

The session consists of several different segments, each of which introduces a key aspect of the system and is presented by one or more Kuali Financial System experts.

(Note: Due to size restrictions on YouTube, each segment is made up of two or more video clips.The links below take you to the playlist for each segment.)

CSU's portion of the "KFS in Production" presentation has been posted on YouTube

If you'd like more details about Colorado State University's experience in going live with the Kuali Financial System, you'll want to watch four videos we've just posted on YouTube. Recorded at Kuali Days 2009, the videos feature Patrick Burns, CSU's Chief Information Officer, and John Hunter, CSU's Accounting Manager Financial Systems Services. Here are the appropriate links:

Part 1 and part 2 (Patrick Burns)

Part 3 and part 4 (John Hunter)

David Lyon's "Kuali Financial System Basics" presentation on YouTube

While attending Kuali Days 2009 last month, I borrowed a co-worker's video camera and taped a few key presentations. Now, during the holiday lull, I'm posting some of them on YouTube. One of the pre-conference sessions, "Kuali Financial System Basics," includes an excellent introduction to the system by David Lyons, NACUBO Liaison to the Kuali Foundation. To view Dave's presentation, click the following links:

Recent article of interest: "Sakai: Open Source … Open Minds"

A co-worker just sent me a link to the article "Sakai: Open Source … Open Minds" in the Dec. 13, 2009, issue of Learning Solutions Magazine. Written by Larissa Biggers, the article focuses on Sakai's collaborative learning environment. Ms. Biggers notes that the Sakai environment supports active learning on the part of students, with instructors serving as facilitators. She notes that "because the CLE is student-centered, students are in control of their own learning and ultimately, the outcome of their learning."

Tracking source of funds to meet special reporting needs

Sharon Antonucci (a project manager here at rSmart) and I had a conversation not long ago about how the Kuali Financial System (KFS) can be configured to meet the special reporting needs of community colleges. We were discussing one of our clients in particular—San Joaquin Delta College. Like many other community colleges, Delta has special reporting needs that relate to items on the state budget. Briefly, they are required to track the source of all funds and display the information in a check register report that is sent to the county.

New Kuali Student info available from the Kuali Foundation

As a Kuali Days VIII attendee, I just received the following info from Scott Shepherd by way of followup. If you're interested in the Kuali Student System, you may want to know about the links Scott mentions. He says:

Kuali Student conference session materials are already available at http://kuali.org/files/schedule/schedule.xml. Additional materials, including the demo video and audio, will be made available in coming weeks. Please follow the Kuali Student Reporter (http://blog.student.kuali.net/) for updates on these materials and other news related to Kuali Student.

Jonny Brown
Sr. Information Architect
rSmart

Sharing info on automated testing in KFS

Tagged:

If you're interested in quality assurance and testing but you missed Kuali Days VIII (or, more specifically, if you missed my presentation there!), you might be interested in seeing slides from my "Improving software quality with test automation" session. I've done a lot of work with Selenium in the past several months, and I've created dozens of test scripts for KFS. As I said in my presentation summary, I think it's important to share both the how-to knowledge I've acquired and the scripts because comprehensive testing can be a real strength of our community.

Avoiding Conversion Gotchas

Sometimes it's the simple things that trip you up. This happened to us when we were converting San Joaquin Delta College's building codes during their migration to the Kuali Financial System (KFS).

At Delta and many other institutions, building codes can contain ampersands and other special characters. KFS doesn't accept these characters in the Building Code fields. (If you're manually entering data through the UI, the system performs a validation that prevents you from entering invalid characters.) Entering special characters in these fields directly in the database causes errors, such as a PO remaining in "en route" status after approval.

How to Use the Kuali Financial System (KFS) to Best Advantage

Wooo hoooo! Version 3.0 of the Kuali Financial System (KFS) has been released and is now available to every educational institution, everywhere in the world! What an incredible accomplishment for the Kuali Community. Not only have they produced the best community-source financial system on the market, they've produced the best financial system available for higher ed today, period!

Open Source Reception at Educause

For the third year running the Sakai Foundation will be co-sponsoring a reception at the Educause Annual Conference. If you’ll be at Educause this year I hope you’ll be able to join us. The other sponsors are DuraSpace, Jasig and Kuali. This has been a fun event that serves a few different purposes:

To say “Thank [...]

Sakai at University of Florida

A couple of tweets in the last few days mentioned blog posts about the University of Florida and Sakai. So I thought it was worth mentioning pointing to them here. First, Sakai Foundation Product Manager Clay Fenlason made the drive from Georgia Tech to visit the Sakai team at UF and wrote about it on [...]

Sakai 2.6.1 Released

Tagged:

I’m happy to announce the release of Sakai 2.6.1. This maintenance release provides a set of bug fixes, language/locale updates and performance enhancements that improve upon the Sakai 2.6.0 release. Over 200 issues have been addressed by 2.6.1. Roughly half involve bug fixes while the remainder involve textual updates to language translation property bundles. In [...]

Sakai Newsletter October 15, 2009

Sakai NewsletterOctober 15, 20091.  From the Executive Director2.  Sakai 2.6.1 Released3.  Fluid Infusion 1.1.2 Released4.  Josh Baron's Article "Innovating Teaching and Learning with Sakai" Now Online5.  Thanks to the TWSIA Committee!6.  eLearning Africa 2010 -- The Call for Papers is Now Open!7.  Moving Along -- Antranig Basman8. Students Who Worked on the Sakai 2.6.1 - IBM's Websphere and DB2 Project in IBM Poster Competition9. Do You Have a LinkedIn Account? -- Join the Sakai Community Group There10. Information Regarding Deprecating Foundation Support for Older Sakai Versions11. Unicon to Address Technology Challenges of Exploding Enrollments in Community Colleges

Sakai 2.6.1 maintenance release available

Release Date: 15 October 2009

The Sakai 2.6.1 maintenance release provides a set
of bug fixes, language/locale updates and performance enhancements that
improve upon the Sakai 2.6.0 release. Over 200 issues have been
addressed by 2.6.1. Roughly half involve bug fixes while the remainder
involve textual updates to language translation property bundles. In
particular, important fixes have been applied to the assignment, chat,
portfolio, Tests & Quizzes and site-manage modules while updates
for Catalan, French, Russian, Spanish and Swedish translations have
also been provided.

[Invitation] Educause 2009 - Open Source Reception - please RSVP

Educause Open Source Reception

Please
join your colleagues in the open source communities of Sakai, Jasig,
Duraspace, and Kuali. This reception will give you an opportunity to
talk to colleagues from schools that may be considering joining these
communities and to learn more about the projects themselves.Please RSVP: <http://sakai.pingg.com/EducauseOS2009>