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 By Navigating to a Menu Using Classic Home

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

CFS Homepage

2. Click Classic Home.

NavBar

3. Navigate to the menu you want to add as a tile.

Classic Home navigation

The example above is the navigation to the Add/Update Requisitions menu for creating, editing, and approving requisitions.

4. Select Add To and then select Homepage.

  1. Click on the Add To drop down menu at the top right.
  2. Select Homepage.

5. Select CFS 9.2.

Add to Homepage

6. Click OK.

Add To pop-up

7. You will now see the Add/Update Requisitions tile on your CFS Homepage.

CFS Homepage with tile

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

Add Tiles Using Your Favorites

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

2. Select Classic Home.

NavBar

You can also click on My Favorites to access your favorites and add them as tiles.

3. Click on the Favorites menu and select one of your favorites.

Favorites menu
  1. Click on the Favorites menu.
  2. Select one of the favorites under My Favorites.

4. Select Add To and then select Homepage.

  1. Click on the Add To drop down menu at the top right.
  2. Select Homepage.

The example above is the navigation to the Add/Update Requisitions menu for creating, editing, and approving requisitions.

5. Select CFS 9.2.

Add to Homepage

6. Click OK.

Add To pop-up

7. You will now see the Add/Update Requisitions tile on your CFS Homepage.

CFS Homepage with tile

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

Add Tiles By Navigating to a Menu Using Navigator

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

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

Animation of navigating to menu

Click on the Navigator and then navigate to the menu you want to add.

3. Select Add To and then select Homepage.

  1. Click on the Add To drop down menu at the top right.
  2. Select Homepage.

The example above is the navigation to the Add/Update Requisitions menu for creating, editing, and approving requisitions.

4. Select CFS 9.2.

Add to Homepage

5. Click OK.

Add To pop-up

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

CFS Homepage with tile

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 ittraining@fullerton.edu.

For technical assistance, contact the IT Help Desk at 657-278-7777 or helpdesk@fullerton.edu.