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| Steps | What you need to do | How to do it |
|---|
| 1 | Open the Route Log tab | - In this same eDoc, scroll down to the final tab labeled Route Log.
- Press Show to open the tab.
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| 2 | View the First Approver(s) | Under the heading Pending Action Requests tab, press Show to see of list of all individuals who have authority to Approve/Disapprove. Your request is currently in their Action List. |
| 3 | View the Final Approver(s) | Press Show next to the Future Action Requests tab to see who is next in line to approve. Depending on the document, the business rules in place etc, this tab may be empty or it may contain other users (e.g. Accounts Payable, Central Office, or even other upper-level managers in your Org) whose approval is required. |
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Advanced
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Lookup an AccountYou can edit a number of things If you ever need to lookup an account (for example, if you want to add or change the default account number in your TEM Profile including:
- Adding/changing Emergency Contact Information
- Adding/changing Default Accounting information (the Account Number you use most often)
- Enabling/Disabling Email Notifications for Travel Authorizations, Travel Reimbursements, etc
In addition, every organization has a designated Organization Profile Arranger, which is someone who has the ability to edit the TEM Profiles for all users in your organization.
However, if you'd prefer to delegate someone else (perhaps an assistant) to edit your TEM Profile for you, here's how.), here are a few ways to find what you're looking for.
You can search for an account using a number of different search criteria; however, we'll focus on the three simplest ways:
- Lookup by Account Number
- Lookup by Account Name
- Lookup by Organization Code (i.e. the organization/department responsible for this account)
| Steps | What you need to do | How to do it |
|---|
| 1 | Access the | TEM Profile Account Lookup | featurepage | In the KFS | Travel & Entertainment portlet, select the TEM Profile and then select TEM Profile Lookup.
| 2 | Search for the UCInetID | - In the Principal Name field, enter the UCInetID and then press Search down below.
- When you find the UCInetID you're looking for in the search results down below, select Edit.
|
| 3 | Add a Profile Arranger | - If it isn't already open, press Show next to the Arrangers tab.
- Lookup the user's UCInetID by pressing the spyglass icon.
- In the Principal Name field, enter the UCInetID and then press Search down below.
- When you find the UCInetID you're looking for in the search results down below, select return_value.
- Once you are back in the Profile, press Add to add the user as a Profile Arranger.
- The person 's name will now appear in the Arranger Information sub-tab with an orange asterisk on either side of their UCInetIDs.
- Repeat the steps above to add another Profile Arranger.
|
| 4 | Edit your Profile Arranger(s) | - Check or clear the boxes next to the document types you would like them to be able to initiate (TAs, TRs, etc).
- If you have multiple Profile Arrangers, you can make one of them Primary by checking the Primary box.
- If you'd like to deactivate an arranger, deselect the Active box.
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Lookups & Requests portlet, select Chart of Accounts and then select Account. |
| 2 | Lookup by Account Number | - In the Account Number field, enter the account number and press Search down below.
- In the search results, you will see the account number as well as other information about the account.
|
| 3 | Lookup by Account Name | - In the Account Name field, enter what you know and surround the query with *. For example if I were looking up the help desk, I would enter the following: *help desk*
- Press Search and the results will appear down below.
- In the search results, you will see the account name as well as other information about the account.
|
| 4 | Lookup by Organization Code | - In the Organization Code field, enter the 4-digit org code and press Search down below.
- A list of all the accounts for that org will appear in the results below.
|
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Edit Your TEM Profile (to Add a Profile Arranger, Add an Account Number etc)You can edit a number of things in your TEM Profile including:
- Adding/changing Emergency Contact Information
- Adding/changing Default Accounting information (the Account Number you use most often)
- Enabling/Disabling Email Notifications for Travel Authorizations, Travel Reimbursements, etc
...
| Steps | What you need to do | How to do it |
|---|
| 1 | Enable/disable email notifications | - If it isn't already open, press Show next to the Email Notification Preferences tab.
- Select or deselect the boxes to receive notifications (e.g. TAs reach FINAL status, TR status changes, etc)
|
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In addition, every organization has a designated Organization Profile Arranger, which is someone who has the ability to edit the TEM Profiles for all users in your organization.
However, if you'd prefer to delegate someone else (perhaps an assistant) to edit your TEM Profile for you, here's how.
| Steps | What you need to do | How to do it |
|---|
| 1 | Add/Change an Account Number | - If it isn't already open, press Show next to the Edit TEMProfile tab.
- If you already know the account number, then under the Default Accounting heading input the number in the Account Number field and you can skip the next two steps.
|
| 2 | Lookup by Account Name | If you don't know the account number but you know the account name, here's how to look it up (these instructions are excerpted from the Lookup an Account topic above).
In the Account Name field, enter what you know and surround the query with *. For example if I were looking up the help desk, I would enter the following: *help desk*Press Search and the results will appear How to do it |
|---|
| 1 | Access the TEM Profile Lookup feature
| In the KFS Travel & Entertainment portlet, select the TEM Profile and then select TEM Profile Lookup. |
| 2 | Search for the UCInetID | - In the Principal Name field, enter the UCInetID and then press Search down below.
- When you find the UCInetID you're looking for in the search results down below, select Edit.
|
| 3 | Add a Profile Arranger | - If it isn't already open, press Show next to the Arrangers tab.
- Lookup the user's UCInetID by pressing the spyglass icon.
- In the Principal Name field, enter the UCInetID and then press Search down below.
- When you find the
| account - UCInetID you're looking
| for, under the first column (labeled Return Value) - for in the search results down below, select return_value.
| You will be taken back to the TEM Profile page and the account number will be automatically added.
| 3 | Lookup by Organization Number | If you don't know the account number but you know the organization/department that is responsible for it, here's how to look it up (these instructions are excerpted from the Lookup an Account topic above). - In the Organization Code field, enter the 4-digit org code and press Search down below.
- A list of all accounts for that org will appear in the results below.
- When you find the account you're looking for, under the first column (labeled Return Value) select return_value.
- You will be taken back to the TEM Profile page and the account number will be automatically added.
|
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- Once you are back in the Profile, press Add to add the user as a Profile Arranger.
- The person 's name will now appear in the Arranger Information sub-tab with an orange asterisk on either side of their UCInetIDs.
- Repeat the steps above to add another Profile Arranger.
|
| 4 | Edit your Profile Arranger(s) | - Check or clear the boxes next to the document types you would like them to be able to initiate (TAs, TRs, etc).
- If you have multiple Profile Arrangers, you can make one of them Primary by checking the Primary box.
- If you'd like to deactivate an arranger, deselect the Active box.
|
Here's how to enable or disable email notifications for Travel Authorizations, Travel Reimbursements, etc.
| Steps | What you need to do | How to do it |
|---|
| 1 | Enable/disable email notifications | - If it isn't already open, press Show next to the Email Notification Preferences tab.
- Select or deselect the boxes to receive notifications (e.g. TAs reach FINAL status, TR status changes, etc)
|
And here's how to add or change your Default Accounting information (the account number you will use most often). This is useful when you want to apply for the corporate credit card.
| Steps | What you need to do | How to do it |
|---|
| 1Provide a Description of the changes you made | Add/Change an Account Number |
If you ever need to lookup an account (for example, if you want to add or change the default account number in your TEM Profile), here are a few ways to find what you're looking for.
You can search for an account using a number of different search criteria; however, we'll focus on the three simplest ways:
- Lookup by Account Number
- Lookup by Account Name
- Lookup by Organization Code (i.e. the organization/department responsible for this account)
| Steps | What you need to do | How to do it |
|---|
| 1 | Access the Account Lookup page | In the KFS Lookups & Requests portlet, select Chart of Accounts and then select Account. |
| 2 | Lookup by Account Number | - In the Account Number field, enter the account number and press Search down below.
- In the search results, you will see the account number as well as other information about the account.
|
| 3 | Lookup by Account Name | - In the Account Name field, enter what you know and surround the query with *. For example if I were looking up the help desk, I would enter the following: *help desk*
- Press Search and the results will appear down below.
- In the search results, you will see the account name as well as other information about the account.
|
| 4 | Lookup by Organization Code | In the Organization Code field, enter the 4-digit org code and press Search down below.A list of all the accounts for that org will appear in the results below- If it isn't already open, press Show next to the Document Overview tab.
- In the Description field, provide a brief description of the changes you initiated.
|
| 2 | Submit your changes | Once you are done making changes to the Profile, press Submit down below. Changes take effect immediately. |
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- to the Edit TEMProfile tab.
- If you already know the account number, then under the Default Accounting heading input the number in the Account Number field and you can skip the next two steps.
|
| 2 | Lookup by Account Name | If you don't know the account number but you know the account name, here's how to look it up (these instructions are excerpted from the Lookup an Account topic above). - In the Account Name field, enter what you know and surround the query with *. For example if I were looking up the help desk, I would enter the following: *help desk*
- Press Search and the results will appear down below.
- When you find the account you're looking for, under the first column (labeled Return Value) select return_value.
- You will be taken back to the TEM Profile page and the account number will be automatically added.
|
| 3 | Lookup by Organization Number | If you don't know the account number but you know the organization/department that is responsible for it, here's how to look it up (these instructions are excerpted from the Lookup an Account topic above). - In the Organization Code field, enter the 4-digit org code and press Search down below.
- A list of all accounts for that org will appear in the results below.
- When you find the account you're looking for, under the first column (labeled Return Value) select return_value.
- You will be taken back to the TEM Profile page and the account number will be automatically added.
|
When you are done editing your TEM Profile, here's how to save your changes.
| Steps | What you need to do | How to do it |
|---|
| 1 | Provide a Description of the changes you made | - If it isn't already open, press Show next to the Document Overview tab.
- In the Description field, provide a brief description of the changes you initiated.
|
| 2 | Submit your changes | Once you are done making changes to the Profile, press Submit down below. Changes take effect immediately. |
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Apply for the Corporate Credit Card
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