FYI A DOCUMENT ON-LINE TRAINING Welcome to FYI a Document On-Line Training . This tutorial provides an overview of how and why documents are routed for FYI, or for your information, to an action list in KFS and shows how to remove these documents from your action list. Fiscal Services Office Rev August 3, 2016

How/why eDocs are routed for FYI KFS provides the ability for users to ad hoc route eDocs to other users for their information. KFS also has automatic FYI routing on certain eDocs (e.g., Vendor, Account Maintenance). The FYI action is the only action that does not require the user to open the eDoc to take the action. The FYI action does not hold up processing of the eDoc as it is only for the user's information. Important: Account Supervisors receive an FYI when an Account Maintenance eDoc is submitted for an account which they are listed as the Account Supervisor. KFS provides the ability for users to ad hoc route eDocs to other users for their information. KFS also has automatic FYI routing on certain eDocs. The FYI action is the only action that does not require the user to open the eDoc to take the action. The FYI action does not hold up processing of the eDoc as it is only for the user's information. It is important to note that Account Supervisors will receive an FYI action request when an Account Maintenance document is submitted for an account which they are listed as the Account Supervisor.

Acting on Items in Your Action List – FYI There are three methods to process an FYI action on eDoc(s). Open the eDoc, review and click on the “fyi” button. Process the FYI action without opening the eDoc. Process the FYI action on multiple documents from the action list. For eDocs in your action list where the Action Requested is FYI, there are three options available to you in KFS to process and remove the eDoc from your action list. Open the eDoc, review and click on the “fyi” button at the bottom of the document page. You can process or take the FYI action without opening the eDoc. You can process or take the FYI action on multiple documents from the action list.

FYI Individual eDocs by Opening & Reviewing Select an individual document Id to display the document and review. Click the “FYI” button at the bottom of the page to take the FYI action and remove the eDoc from your action list. The first method to process an FYI on an eDoc is to open the document, review and click the “fyi” button at the bottom of the document page. To review a document that was routed to you for FYI, select an individual document Id to display the document. When you are done reviewing the document click on the “fyi” button at the bottom of the eDoc. Once the FYI action has been taken the document will no longer be displayed in your action list.  

FYI Individual Documents Without Opening For eDocs with Action Requested = FYI, select FYI option from the Actions drop-down menu. Then click “take actions” button at bottom of the page to record FYI on the eDoc itself and to remove it from your action list. The second method to process an FYI action on an eDoc is to take the action without opening the document. Using this method is a simple two-step process. In the first step, from your action list, go to the Actions column of the eDoc, click on the drop down arrow and select "FYI". In the second step, click the “take actions” button at the bottom of the action list page. Once the FYI action has been taken the document will no longer be displayed in your action list.  

FYI Multiple Documents Without Opening Select FYI from the drop-down list box located above right at the top of page. Click the “apply default” button next to the drop-down. Click the “take actions” button at the bottom of the page.   Note: The multiple FYI option can be performed only on applicable eDoc(s) appearing on the current page. Using the third method to process an FYI, you can take the FYI action on multiple documents at one time. This action does not require opening each document but it requires 3 steps to accomplish. In the first step you would select “FYI” from the default drop-down list box in the upper right hand corner of the action list page. Then the second step is to click the “apply default” button and all Actions fields for each document assigned to you for “FYI” will change from “NONE” to “FYI”. (this applies to only the FYI’s being viewed per page) The third step is to click the “take actions” button at the bottom of the action list page. Once the FYI action has been taken those documents will no longer be displayed in your action list. Note: The FYI action can only be applied to the eDoc(s) on the current page of the action list.

All Documents Cleared from Your Action List All actions have been taken on items assigned. “No values match this search.” message will appear. When all of the documents assigned to you for action have been completed, your action list will be empty and a “No values match this search.” message will appear.  

KFS Contacts FMO website - http://www.fmo.hawaii.edu/ Kuali Financial - kfs.hawaii.edu/ Submit a Trouble Ticket - http://www.hawaii.edu/kualifinancial/feedbackForm.php KFS Help Desk - ph. 956-4357 Financial Systems Training - ph. 956-4357 or email fissrv@hawaii.edu

Thank you for attending FYI a Document On-Line Training