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Watch the Video (Once you're finished watching the video, hit the Back arrow in your browser to return to this page.)
Summary: The Document Search is a powerful tool you can use to find out the status of any request.
Replacement: In place of telephoning or emailing someone in a different department to find out the status of the request, you can quickly and easily perform a Document Search.
Steps | What you need to do | How to do it |
1 | Access KFS via ZOTPortal |
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2 | Access the Doc Search feature | In the KFS Accounts portlet, click on the “Doc Search” link. |
3 | Perform a Basic Search | You will now be in the Document Lookup screen. Here, you can perform a search based on Initiator, Document ID#, date document created, etc. |
4 | Perform a Detailed Search | Alternatively, you can click on the “Detailed Search” icon up above and perform searches based on more criteria, such as “Route Status,” “Date Approved” etc. |
5 | (Optional) Save a Search | If you find that you do a certain type of search often, you can give it a name and it will appear in your Saved Searches pulldown menu up above. |
How to Check the Status of a Travel Reimbursement
Watch the Video (Once you're finished watching the video, hit the Back arrow in your browser to return to this page.)
Summary: The Document Search is a powerful tool you can use to find out the status of any request.
Replacement: In place of telephoning or emailing someone in a different department to find out the status of the request, you can quickly and easily perform a Document Search.
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