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KFS: Action List

The Action List is the "In Box" of KFS.

The Action List button is located in the upper left corner of your KFS screen. When you have documents in your Action List, the button will be red, and the number of documents will be indicated in parentheses:

The Action List allows you to view and act on documents that require your completion, acknowledgement, approval, and FYI. See the Routing and Approvals page for information on the various actions you can take on a document in your Action List. When you save an incomplete document in KFS, it is stored in your Action List.

Click on the ID number of the document you wish to take action on. The action buttons (approve, disapprove, etc.) are at the bottom of each document. Click on the appropriate button in order to record your action.

Delegate Routing

If there are documents in your Action List for which you are a secondary delegate, there will be a drop-down menu in the upper right corner of your screen:

Click on the drop-down arrow in order to display a list of names for whom you set up as a delegate. The Action List will then display just those particular documents for which you are a delegate. If you do not see the drop-down menu in your Action List, this means that there are no documents awaiting your attention for which you are a secondary delegate.

Note: Documents for which you are a fiscal officer (account manager) or primary delegate automatically display in your Action List. You do not need to select an option on the drop-down menu to see these documents.

Setting Preferences

In the upper right corner of your Action List is the Preferences button:

Click on this button to access the Workflow Preferences screen. On the Workflow Preferences screen, you can:

• Identify how many documents you wish to see on each page (Action List Size)
• Indicate if you want to receive e-mail notifications and how frequently (Email Notification)
• Indicate if you wish to receive notifications for documents routing to you as a primary or secondary delegate
• Select what information you wish to see for each document on the Action List
• Color code documents based on their various routing statuses

Take some time to experiment with the various options/settings on the Workflow Preferences screen in order to determine which options work best for you. Refer to the Best Practices page for more suggestions.

Note: The Action List will eventually contain documents from other systems that will interface with Kuali. Users with access to the MyInfoVault (MIV) system may see MyInfoVault documents in their Action List. Please contact miv-help@ucdavis.edu or visit the MIV website for assistance.

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