Table of Contents : |
How do I view Read & Sign Report?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Fleet Management tab. Hover over the Document Management Centre tab and Click on Manage Internal Documentation tab. | |
3 | Select Client and other related details. | |
4. | Click on VIEW button. It will open Manage Internal Documentation page in a new window. | |
5. | Go to right side and Hover on REPORTS button and Click on Read & Sign Report option. It will open Read & Sign Report in a new window. | |
6. | Select Client and other relevant details. | |
7. | Click on the FILTER button. It will load data into grid. |
How do I export Read & Sign Report?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Fleet Management tab. Hover over the Document Management Centre tab and Click on Manage Internal Documentation tab. | |
3 | Select Client and other related details. | |
4. | Click on VIEW button. It will open Manage Internal Documentation page in a new window. | |
5. | Go to right side and Hover on REPORTS button and Click on Read & Sign Report option. It will open Read & Sign Report in a new window. | |
6. | Select Client and other relevant details. | |
7. | Click on the FILTER button. It will load data into grid. | |
8. | Click on EXPORT Button. It will save Excel file of Read & Sign Report into your system. |
How do I view total number of Read & Sign records for selected MID Tab/section?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Fleet Management tab. Hover over the Document Management Centre tab and Click on Manage Internal Documentation tab. | |
3 | Select Client and other related details. | |
4. | Click on VIEW button. It will open Manage Internal Documentation page in a new window. | |
5. | Go to right side and Hover on REPORTS button and Click on Read & Sign Report option. It will open Read & Sign Report in a new window. | |
6. | Select Client and other relevant details. | |
7. | Click on the FILTER button. It will load data into grid. | |
8. | Total Number of records will display in header below ‘Select Document Groups’ fie. |
How do I view breakdown of all work statuses for specific user?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Fleet Management tab. Hover over the Document Management Centre tab and Click on Manage Internal Documentation tab. | |
3 | Select Client and other related details. | |
4. | Click on VIEW button. It will open Manage Internal Documentation page in a new window. | |
5. | Go to right side and Hover on REPORTS button and Click on Read & Sign Report option. It will open Read & Sign Report in a new window. | |
6. | Select Client and other relevant details. | |
7. | Click on the FILTER button. It will load data into grid. | |
8. | At the end of each section of a specific user, a breakdown of all work statuses will be display. |
Lauren Partridge
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