Everest: Conquering Automated Solutions One Process at a Time

Financial Affairs Information Technology has implemented a software platform (K2®) that enables our programmers to design business applications through forms, automated workflow, data and reports.  This platform, branded as Everest, will be used to automate and manage business processes generated from departments within Financial Affairs.  Completely automating manually intensive business processes can be a large mountain to climb, hence the branding Everest, but much can be accomplished by reaching the summit.  Efficiency and timeliness of business processes, intelligent reporting, paperless processing and increased auditing capabilities are just some of the benefits to be achieved.  More information about Everest can be found below and by contacting Financial Affairs Information Technology.  Hope to see you at the summit …

Need help getting started?

Find help in using the Everest/K2 Project Initiation Request and Project Approval Forms. 

To learn more about Everest and its capabilities, please contact Tracie Potthoff (tpotthoff@fa.ua.edu).

Everest User FAQ’s

What is Everest?

Everest is the UA’s branding for the K2® suite of tools implemented by Financial Affairs Information Technology.  More about K2® can be found at www.k2.com.

Will I use Everest?

There is a good chance you will use Everest by participating in a business process originating from Financial Affairs.  Examples of Everest workflows currently in production are the UA eTime Approver/TimeKeeper Change Request, Project Initiation Request, and Financial Affairs Network Access Request.

You may also submit requests for new workflows to be built on Everest by contacting the Financial Affairs Information Technology Project Management Office (https://spacemanagement.ua.edu/staff-directory/).

How do I participate in an Everest workflow?

You can join an Everest workflow in two ways:

  • If you are initiating a workflow, you will have been instructed to click on a specified link from another UA site (i.e., mybama.ua.edu, payroll.ua.edu, estus.fa.ua.edu).
  • If you are a participant in a workflow and have been assigned a work item, you will either receive an email with a direct link OR you can monitor your worklist with K2 Workspace (described in detail below).  If you are an FA employee or have been granted access to ESTUS as a non-FA employee, you can access your worklist through ESTUS.

How do I login to Everest if I’m participating in an automated workflow?

When participating in an Everest automated workflow process, you will be directed to the login screen below.  From here, you will enter your MyBama login credentials to access your workflow action items.

What is the “K2 Workspace” and how do I use it?

K2 Workspace (https://everest.fa.ua.edu/workspace/) is a browser based interface that enables users to manage their worklist.  Every workflow item assigned to you and awaiting you to take action appears in your worklist.  To login, as mentioned above, you will use your MyBama username and password and will also need to specify a Security Label. K2LDAP is the MyBama Security Label.

Once logged into the K2 Workspace, how can I open a work item?

Once logged in, you will see all the work items that are currently assigned to you.  You can open a work item by clicking on the down arrow that appears to the right when you hover over the item Folio and select Open, or by highlighting the item and double-clicking.