Kuali Research - Signing Officials: How to document FYI viewing of a proposal

[Jennifer Acorn]

Sometimes FYI recipients need to document that they have viewed a proposal (in the Route Log on the proposal). To do this, you will need to navigate to your Action List and then change the setting for the proposal to "FYI". Here's how to do it:

1) After viewing the proposal,  select the All Links icon from the left hand navigation:

   

2) Enter "action" and then PICK Action List from the list:

Navigate to the proposal you need to document your FYI view of, select "FYI" from the pick list and click the [Take Action] button at the bottom of the list.
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Once you have selected FYI and clicked the [Take Actions] button it will log the FYI action in the Route Log and remove it from your Action List.

You may do this for all FYIs you receive to keep your Action List "clean".