Adding Navigation Tiles to your CFS Homepage

This article covers how faculty and staff with access to CFS can add navigation tiles to their CFS Homepage which appears when they first log in to CFS.

Choose the method you want to use to add tiles

Add Tiles Using Your Favorites

1. Click on the NavBar icon at the top right.

NavBar icon

2. Select Favorites.

Favorites tile in NavBar

3. Select one of your favorites.

NavBar Favorites menu

4. Select the Action icon (three dots) and then select Add to Homepage.

Action menu
  1. Click on the Action icon on the top left.
  2. Select Add to Homepage.

5. Select preferred Homepage

Add to Homepage menu
  1. Enter a title for the tile.
  2. Select what homepage you want to add the tile to.

6. Click OK.

Added to Homepage prompt

7. You will now see the tile on your selected Homepage.

CFS Homepage

8. Repeat these steps to add any additional tiles you wish to have on your homepage.

Add Tiles Using Navigator

1. Click on the NavBar icon at the top right.

NavBar icon

2. Select Menu and then navigate to the menu you want to add as a tile.

CFS Menu

3. Select the Action icon (three dots) and then select Add to Homepage.

Add Update Requisitions
  1. Click on the Action icon on the top left.
  2. Select Add to Homepage.

4. Select preferred Homepage

Add to Homepage menu
  1. Enter a title for the tile.
  2. Select what homepage you want to add the tile to.

5. Click OK.

Added to Homepage prompt

6. You will now see the Add/Update Requisitions tile on your selected Homepage.

CFS Homepage

7. Repeat these steps to add any additional tiles you wish to have on your homepage.

Tiles you may want to add

You may want to add these tiles to your CFS homepage if you are someone who creates purchase requisitions:

  • Add/Update Requisitions: Main Menu > Purchasing > Requisitions > Add/Update Requisitions
  • Print Requisition: Main Menu > Purchasing > Requisitions > Reports > Print Requisitions
  • Document Status: Main Menu > Purchasing > Review Requisition Information > Document Status
  • Print PO: Main Menu > Purchasing > Purchase Orders > Review PO Information > Print POs

You may want to add these tiles to your CFS homepage if you are someone who approves purchase requisitions:

  • Add/Update Requisitions: Main Menu > Purchasing > Requisitions > Add/Update Requisitions
  • Document Status: Main Menu > Purchasing > Review Requisition Information > Document Status

 

View the Chargebacks page for additional information and guides for users who process chargebacks.

Need More Help?

For training and how-to assistance, contact IT Training at 657-278-5647 or [email protected].

For technical assistance, contact the IT Help Desk at 657-278-7777 or [email protected].

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