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Mike Caban

Mike Caban

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Steps

What you need to do

How to do it

1

Access KFS via ZOTPortal

  1. Go to https://portal.uci.edu/
  2. Log in with your UCInetID and password
  3. Click on the Faculty and Staff tab
  4. Select the KFS tab

2

Access the Action List item

  1. Navigate to the KFS Tools portlet
  2. Click on the Action List item

3

Review the Action List 

  1. Review the Action list and Action Requested column 
  2. To open, review and take action on an eDoc click on the document number in the ID column

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Setting Up Action List Preferences Preferences 

Widget Connector
urlhttpshttp://wwwcast.oit.youtube.com/watch?v=m1StUbApEQUuci.edu/mike/kfs/KFSBasicsTraining-AccessPreferences.mp4

Summary: The Action List Preferences screen is available to all KFS users which allow them to customize the appearance and features of their Action List. The Action list Preferences Page is accessible by logging into ZOTPortal and selecting the Action List item in the KFS Tools Portlet.  The Preferences screen is divided into three sections they are: General, Fields Displayed In Action List, and Document Route Status Colors for Actionlist Entries. 

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