Overview:

Kuali Build is a tool tailored for higher education institutions, designed to simplify the creation of online forms, and automate manual processes. This guide provides helpful resources for users to navigate and effectively use Kuali Build. The linked articles on the Kuali Build Customer Support site offer step-by-step instructions for various processes.

Accessing Kuali Forms & Builds

To fill out and complete forms:

• Log in to OneCampus and search for the name of the form you wish to access.

To access the Kuali Build views:

• Log in to OneCampus and search for "KualiBuild." Once logged in, you will only see apps for forms that you have access to.

 

Key Actions in Kuali Build

The following articles explain how to perform various tasks within Kuali Build:

• How Do I Approve, Acknowledge, or Complete a Task in a Form? Learn the steps to approve or acknowledge tasks within a form. This process ensures that workflow steps are completed efficiently.

 

• Where Can I See Forms I’ve Submitted or Saved (aka My Documents)? Access the forms you have submitted or saved by visiting the "My Documents" section. This area provides a history of your submitted forms and drafts.

 

• Where Can I Find the Forms I Need to Approve (Action List)?

The Action List contains forms awaiting your approval. This guide explains how to view and manage forms in your action list.

 

• Managing the Document Export Display in a PDF

Exporting a document from Kuali into a PDF is easy, but they can have layout issues - especially when tables are involved. This results in a different appearance than the online forms, as well as missing accessibility tags. This article explains how to improve the appearance of your PDF.

 

For users with permission to view the Document List, these resources detail how to manage and export document data in PDF format:

• Document List Overview Learn the basics of the Document List feature, where you can view and manage your forms and submissions.
• Exporting Document Data This article explains how to export document data from the Document List for reporting and record-keeping purposes.

 

• Reporting Examples from the Document List View examples of reports that can be generated from the Document List, helping you track and analyze form data.

 

• Creating Custom Document List Views Learn how to customize the Document List to better organize and filter the data you need to see.

 

 

• Document List/Data Settings – Kuali Understand the settings that control how data is displayed and managed in the Document List, allowing for more efficient use of the platform.

 

• Adding Columns in the Document List – Kuali This guide explains how to add columns to the Document List to display additional data points, improving data visualization and access.

 

For detailed instructions on each of these processes, please refer to the linked articles on the Kuali Build Customer Support site. Each resource is designed to help you navigate Kuali Build more effectively and complete tasks with ease.

 

If you experience issues or have any questions regarding this topic, please contact the Technology Assistance Center at 540-831-7500 or enter a support ticket at www.radford.edu/itonestop.