Managing My Favorites

Summary

In this article, you will learn how to add and manage favorites in the Classic view of the UGA Financial Management System.

Body

   Overview   

My Favorites provides a shortcut to frequently used pages within the UGA Financial Management System. Shortcut entries can be added, deleted and re-organized using this functionality.

In this article, you will learn how to add and manage favorites in the Classic view of the UGA Financial Management System.

1. Step 1

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First, log into the UGA Financial Management System.

In the Classic interface, you can save the components you use frequently in a My Favorites list.

Click the Classic Home tile.

2. Step 2

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You can add any page to your list of favorites.

Click the Add to Favorites link.

3. Step 3

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The Add to Favorites dialog box is displayed with the name of the component listed as the Description. You can change the Description or accept it as is.

Click the OK button.

4. Step 4

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A message appears to let you know that the favorite has been saved.

Click the OK button.

5. Step 5

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Once you have added a favorite, it can be accessed from the Favorites menu.

Click the Favorites menu.

6. Step 6

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The selection is added to the list found under the My Favorites heading.

7. Step 7

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From any page within the Classic interface, you can get open the Favorites menu and navigate to the page you just added.

8. Step 8

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The requested page is displayed.

Use the same menu to manage your favorites.

Click the Favorites menu.

9. Step 9

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After you have multiple favorites added, you can change the sequence or delete favorite entries.

Click the Edit favorites link.

10. Step 10

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All of the favorites that you have added will be listed.

If any of the descriptions need to be changed to make more sense, that can be done from this list.

In this example, you will change the "View" description to read "View Expense Reports".

Enter the appropriate information into the Favorite field.

11. Step 11

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You can also reorder the order the sequence in which the items are displayed. In this example we will rearrange these items to put Update Profile first. 

Enter the appropriate information in the Sequence field.

12. Step 12

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Because you want "View Expense Reports" to display next, make that the second in sequence.

Enter the appropriate information in the next Sequence field.

13. Step 13

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In order to make the "Approve Transactions" item appear last, enter a number to sequence.

Enter the appropriate information into the Sequence number field.

14. Step 14

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The items now appear in the order you want. Save this change.

Click the Save button.

15. Step 15

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Next time you return to the Classic interface, you can begin with the My Favorites menu.

Click the Favorites menu.

16. Step 16

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Use the Edit Favorites menu to delete an entry from the My Favorites list.

Click the Edit Favorites menu.

17. Step 17

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In this example, you want to remove the Update Profile entry.

Click the Delete Row (-) button.

18. Step 18

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A message to confirm the deletion is displayed.

Click the Yes button.

19. Step 19

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Click the Save button.

20. Step 20

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You can review the results of your work.

Click the Favorites menu.

21. Step 21

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There are now only two favorites on the menu.

Details

Details

Article ID: 149439
Created
Sat 9/24/22 11:13 PM
Modified
Mon 3/25/24 3:48 PM