The FMIS Configuration Settings interface will allow authorized users to view and edit key configuration settings for the FMIS module. This tool can be accessed by clicking on the FMIS tab on the Main Menu.
Permissions Required
To access FMIS Configuration Settings, the user must be assigned these permissions.
| Permission | Description |
| View FMIS Configuration | Users with this permission have view access to the FMIS Configuration Settings interface. |
| Manage FMIS Configuration | Users with this permission have access to the FMIS Configuration Settings menu option and the ability to edit values. |
Config Values Tab
When "FMIS Configuration Settings" is selected in the picklist, the user will land on the Config Values tab.
On the left side, the user can view a table listing each FMIS configuration value in the system. These values are specified by three columns:
| Column | Description |
| ID | This is the unique database ID for the record. |
| Name | This is the name of the Configuration Value record. |
| Value | This is the value of the Configuration Value record. |
To view more information about a specific Configuration Value, the user can click on its row in the table. Then, the Detail window on the righthand side will be filled with its information. This area will include the Name of the selected Configuration Value in the header and all associated fields below. In addition to the fields described above, each Configuration Value record will also include a description to provide additional details about the configuration setting’s use. All fields in this interface will be view-only.
Obligation Workflow Tab
The second tab in FMIS Configuration Settings is Obligation Workflow. This tab enables users to add additional steps to the Obligation Workflow which allows for additional review and approval through the Remarks & Signatures component in FMIS Projects.
On the left side, the user can view a table listing all Workflow steps in the system. These values are specified by four columns:
| Column | Description |
| Number | This is the step number. Obligation Workflow steps will appear in the order specified here in the Remarks and Signatures section (FMIS Projects > Detail Tab). |
| Name | This is the Step Name. |
| Default | This signifies if the step is a system/default step (checkmark) or a custom step ("x"). |
| Active | This signifies if the step is active (checkmark) or inactive ("x"). |
To view more information about a specific Obligation Workflow step, the user can click on its row in the table. Then, the Detail window on the righthand side will be filled with its information. This area will include the Step Number (view-only), Active toggle, and Step Name. All fields in this interface will be view-only for system/default steps. The Step Name and Active toggle will be editable for all custom steps.
Rearrange Steps
The order in which the Obligation Workflow steps appear in this tab will be the order in which they appear in the Remarks and Signatures section (FMIS Projects > Detail Tab). Users can change this order by following the below instructions.
- Open FMIS Configuration Settings.
- Select the Obligation Workflow tab.
- Click the rearrange icon for the desired row (
) in the Workflow Steps table.
- Drag the workflow item to the desired spot (step) on the table/list.
Rearranged steps will only appear in the new order on new projects. All projects made before the steps were reorganized will display the former order.
Add Workflow Step
To add a new workflow step, follow the below instructions.
- Open FMIS Configuration Settings.
- Select the Obligation Workflow tab.
- Click "Add Step".
- Enter a Step Name.
- Click "Save".
New workflow steps will only be viewable on new projects. All projects made before the new step was added will display the former signatures/steps.
Signatures Permissions
Each Obligation Workflow step will have a corresponding permission in FMIS Security Roles that can be assigned to users to process that approval step. As steps are created, permissions will be automatically generated and stored in FMIS Security Roles. See the FMIS Security Roles article to learn more about applying permissions to roles.
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