Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Steps

What you need to do

How to do it

1Access the Action List

In the KFS Tools portlet, select Action List. If you have an item in your Action List, then under the Document/Notification ID column, select one of the Document ID numbers listed there to open an eDoc.

2Navigate the eDoc
  1. When you open an eDoc, only the tabs with the most relevant information (or that require your input) will open automatically.  Tabs that are not opened to you are typically optional. Fields that require your input will have an asterisk (*) next to them.
  2. To open a tab press Show, and to hide a tab press Hide.
  3. To close an eDoc, use the buttons at the bottom of the screen. The buttons may vary somewhat, but generally the same 4 will always be there:
    1. Press Submit to send your request for approval.
    2. Press Save when you're done working on a tab or when you want to continue working on an eDoc later. Remember the adage: "save often, lose nothing!"
    3. Press Close to leave the eDoc.
    4. Press Cancel to delete any unsaved work.

...