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An e-doc consists of a document header and a document body. The document header in the upper right corner of the screen contains system information about the document. The document body is organized in a stack of labeled tabs that are similar to file folders. Based on the type of document, the system displays different sets of tabs. To facilitate the document input process, an initiated document opens with required tabs expanded and optional tabs collapsed. Workflow action buttons appropriate to your role are displayed at the bottom of the screen.

On the Financial (FS) menus, documents appear like this:

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On the Rice 2 (LS) menus, documents appear differently:

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One particular variation to note is that in OLE-built documents (not inherited from KFS) there are not "Show/Hide" buttons but arrows to the left of the tab titles instead:

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Document Header

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  • Click to collapse all of the tabs.

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Show/Hide

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Click or on the tabs to expand or collapse an individual tab.

Alternatively, click the arrows on other e-docs:

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Required Fields

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Dates must be specified in mm/dd/yyyy format. Alternatively, you may select a date by clicking the calendar ( in Rice 2OLE built documents) and selecting from the calendar that is subsequently displayed.

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Field Lookup

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The round magnifying glass or 'lookup' icon allows you to look up reference table information so you avoid data entry errors.

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