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After signing in, select the Faculty and Staff tab, and then the KFS tab. Several portlets will be available for selection, including: KFS KFS Tools, KFS General Ledger, KFS Lookups and Requests, KFS Budget Module, KFS Contracts and Grants, KFS Purchasing Accounts Payable, and KFS Capital Asset Management.
NOTE: A general user profile is displayed on this screen. Depending on the user’s roles and permissions, a different set of portlets may be available
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NOTE: A general user profile is displayed on this screen. Depending on the user’s roles and permissions, a different set of portlets may be available.
Accessing your KFS Action List
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Summary: The Action List is a screen in KFS that displays all saved eDocs and those that require your completion by way of acknowledgement, approval, and FYI. This is the "inbox" for all KFS users which displays all action requests. When the appropriate action has been taken, the eDoc will disappear from the Action List.
Email notifications are automatically generated for eDocs that arrive in your Action List from other users. These email notifications include a link to the specific document and link to your Action List. Immediate email notifications are sent every time a document arrives in your Action List, or you can select to receive a daily or weekly summary by accessing the action list preferences page (Quick Start Guide: Action List Preferences).
Action List Location: The Action List is located in the KFS Tools portlet of ZOTPortal.
Steps | What you need to do | How to do it |
1 | Access KFS via ZOTPortal |
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2 | Access the Action List item |
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3 | Review the Action List |
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Setting Up Action List Preferences
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Summary: The Document Search is a powerful tool you can use to find out the status of any request.
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