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Group Document Help

1. Review the group overview information first.

2. On the KFS Main Menu, go to the Chart of Accounts channel, Workflow section, and click on the Group link.

3. You will now be on the Group Lookup screen where you can search for and edit an existing group or create a new group.

To EDIT an Existing Group:

1. Enter your Group Name and leave the Group Namespace default setting on KFS–SYS - Financial System. Do not enter additional search criteria.

2. To edit a group, click on the Edit link. On the document, you will be required to enter a document description. The only fields that are modifiable when editing a group are:
   • Overview section, Active indicator: A checked box indicates that the group is active, an unchecked box indicates that the group is inactive

   • Assignees section: You can add a new member by entering their system-generated ID (NOT user ID); we recommend using the lookup to do a search. Click the Add button at the end of each line. You can also remove a member from a group by entering a date in the Active To Dt field. For example, if you wish to remove a member from a group today, you would enter today's date in the Active To Dt field.

3. Click Submit on the document.

To CREATE a New Group:

1. Click on the Create New button in the upper right corner of the Group Lookup screen.

2. You will now be on the Group document. Complete all required fields (identified with an asterisk).

3. In the Overview section:
   • On the Type Name field, click on the lookup icon next to the word Default. This will take you to the KIM Type Lookup screen. On this lookup screen, enter 68 in the Type Identifier field. On your results, click on the Return Value link.

   • The Group Namespace should be KFS-SYS – Financial System.

4. In the Attributes section, enter your Organization Code in UPPERCASE letters.

5. In the Assignees section, you can add a new member by entering their system-generated ID (NOT user ID); we recommend using the lookup to do a search. Click the Add button at the end of each line.

6. Click Submit on the document.

• Use
• Document Layout and Field Descriptions

• What is a Group?
• Decision Support: Review Hierarchy Lookup (166)