Versions Compared

Version Old Version 8 New Version 9
Changes made by

Mike Caban

Mike Caban

Saved on

Key

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

...

Widget Connector
urlhttps://www.youtube.com/watch?v=s8WsYtSQAtY


 

After signing in, select the Faculty and Staff tab, and then the KFS tab. Several portlets will be available for selection, including: 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.

...

Widget Connector
urlhttps://www.youtube.com/watch?v=eMXw2tyvxZY

 

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.

...

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

  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

...

Remember after making any changes to the preferences screen in the action list to click on save at the bottom of the screen.  This will update any changes you have made.

Replacement: N/A

...

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

Click on preferences 

  1. Click on the preferences link (upper right hand corner)

4

Edit the General section

 

 

 

 

 

In the General section of the Action List Preferences page, users can set: 

  •  The Automatic Refresh Rate for the Action List in whole minutes
  •  The Action List Page Size which indicates how many action requests to display at once on the Action List page
  •  The Email Notification field allows users to select how often emails will be sent notifying the user that new documents are in the Action List (Option: None, Daily, Weekly, Immediately)
  •  The next two fields on the Action List Preferences page allow users to choose whether or not receive email reminders when action requests come to them as a delegate for a particular Fiscal Officer.
  •  Placing a checkmark in the box prompts the system to send email reminders in each situation
  •  The Delegator Filter field provides an option to show action requests for which you are a Secondary Delegate or Primary Delegate
  •  The Delegator Filter and Primary Delegate Filters allow users to choose whether they want delegated documents to appear in their action list, or if they want the option to filter the delegated documents. 

5

Edit Fields Displayed in Action List

Underneath the Fields Display in Action List section the option is given of choosing which fields of document are displayed when viewing documents in the Action List

6

Editing Document Route Status Colors for Actionlist Entries

Underneath the Document Route Status Colors for Action List Entries the option is given of choosing and customizing different colors for various document routing statuses

7

Click Save 

Click Save upon setting up and modifying your Action List Preferences

...