Doc Nbr

Document Number is the unique number used to identify each document. The KC system automatically assigns a sequential number to each document when it is created, regardless of the type of document.  Also known as the Document ID, it is generated by the workflow environment and is unique to each installation of KC.

Initiator

Identifies the user ID of the person who created the document.  The user name displayed is underlined to indicate the ability to “drill down” to additional identifying information about the user by clicking the text.  Also known as the Initiator Network ID.

Sponsor Code

The identification number (up to 6 digits) of the organization or agency that is providing support for the sponsored project, as entered/selected for the Sponsor ID field on the Required Fields for Saving Document tab of the Proposal page of a Proposal Development document (blank upon initiation).  This may include alpha or numeric characters.

Status

Identifies the current state of the workflow process that the document is in.

Created

Identifies the time and date the document was initiated (also known as Creation Timestamp).

PI

Some e-docs have document-specific fields in the document header area.  In the example above, Principal Investigator is the name selected/entered from the Key Personnel page of the Proposal Development document (blank upon initiation).  The individual bearing primary responsibility for all essential aspects of the project or protocol, including programmatic work, compliance with government, sponsor and university policies and regulations, fiscal stewardship of sponsored funds, and all administrative requirements of the project. This can be up to 20 characters of any type.  The Principal Investigator/Project Director/Program Director (PI/PD) is the individual designated by the grantee, and approved by the sponsoring agency, who will be responsible for the scientific or technical direction of the project.  If more than one, the first one listed will have primary responsibility for the project and the submission of reports.  All others listed are considered co-PI/PD, and share in the responsibility of the scientific or technical direction of the project.  The term "Principal Investigator" generally is used in research projects, while the term "Project Director/Program Director" generally is used in education, and service projects.

 The federal government is making the switch to the term “PD/PI” for all projects.

Optional Fields in Document Header:

Copied From Document ID

When a new document is created based on a previous one by use of a copy function, the document number of the copied document appears here. 

Correct Document ID

KC gives you the option of reversing a fully approved document transaction through the use of the Error Correction function. When one document is a correction of another, the document number of the document being corrected appears here. This information is displayed only when the document was created using the Error Correction feature from within an existing document.