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Add or Edit Menu Items or Shortcuts

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4.0 - Last modified on 09-11-2026 Revised by Cameron Hostetler

3.0 - Last modified on 08-27-2026 Revised by Cameron Hostetler

2.0 - Last modified on 04-16-2025 Revised by Cameron Hostetler

1.0 - Created on 06-05-2023 Authored by Gaye Bugenhagen

The Menu panel includes a list of your menu items and shortcuts. Menu items allow you to access information and tasks pertaining to a particular topic. You can add menu items to as well as remove items from this list. Some menu items are required and cannot be removed. Shortcuts give you quick access to a preferred list of tasks or reports. This can be helpful for tasks or reports you use frequently or find challenging to remember or search for. A maximum of ten shortcuts can be added at any given time.

Required Security Roles

Initiator(s) - Employee as Self 

Approver(s) - Approvals are not required.



Attachments Add or Edit Menu Items or Shortcuts.pdf