How do I view Review Management in Mixed View?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Select View Type to Mixed View. It will load Mixed View in same window. | |
7. | Review Management Section will open by default. |
How do I edit Review Management at document level?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Select View Type to Mixed View. It will load Mixed View in same window. | |
7. | Go to Review Management section and Click on EDIT button. | |
8. | It will load fields in same window. Edit Process Step,Status and other relevant details. | |
9. | Click on SAVE button to save your changes. | |
10. | It will show you Popup window. Click on the OK button. |
How do I edit Review Management?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Select View Type to Mixed View. It will load Mixed View in same window. | |
7. | Go to Review Management section and Click on the view icon. It will open a new window. | |
8. | Edit Process Step,Status and other relevant details. | |
9. | Click on SAVE button to save your changes. | |
10. | It will show you Popup window. Click on the OK button. | |
11. | It will show you Popup window. Click on the OK button. |
How do I view Notes in Review Management?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Select View Type to Mixed View. It will load Mixed View in same window. | |
7. | Review Management Section will open by default. Click on view icon. It will open Review Management tab in a new window. | |
8. | Go to Notes section to view Notes. |
How do I send Notes in Review Management?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Select View Type to Mixed View. It will load Mixed View in same window. | |
7. | Review Management Section will open by default. Click on view icon. It will open Review Management tab in a new window. | |
8. | Go to Notes section and Enter Note. | |
9. | Click on SEND NOTE button to send your Note. | |
10. | It will show you Popup window. Click on the OK button. |
How do I edit Notes in Review Management?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Select View Type to Mixed View. It will load Mixed View in same window. | |
7. | Review Management Section will open by default. Click on view icon. It will open Review Management tab in a new window. | |
8. | Go to Note that you want to edit and Click on the Edit icon. | |
9. | Enter your Note. | |
10. | Click on SEND NOTE button to send your Note. | |
11. | It will show you Popup window. Click on the OK button. |
How do I delete Notes in Review Management?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Select View Type to Mixed View. It will load Mixed View in same window. | |
7. | Review Management Section will open by default. Click on view icon. It will open Review Management tab in a new window. | |
8. | Go to Note that you want to delete and Click on the delete icon. | |
9. | It will show you Popup window. Click on the OK button. | |
10. | It will show you Popup window. Click on the OK button. |
How do I add/edit File Meta Tag in Review Management?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Select View Type to Mixed View. It will load Mixed View in same window. | |
7. | Review Management Section will open by default. Click on view icon. It will open Review Management tab in a new window. | |
8. | Go to Add/Edit File Meta Tag section and Add/Edit File Meta Tag.. | |
9. | Click on SAVE META TAG button to save your changes. |
How do I move documents of Review Management in Mixed View?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Select View Type to Mixed View. It will load Mixed View in same window. | |
7. | Review Management Section will open by default. Click on view icon. It will open Review Management tab in a new window. | |
8. | Select Document Type and Aircraft from list. | |
9. | Select Date where you want to move document. | |
10. | Click on MOVE button. | |
11. | It will show you Pop up message. Click on OK button. | |
12. | It will show you Pop up message. Click on OK button. |
How do I view Audit Trail in Review Management?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Select View Type to Mixed View. It will load Mixed View in same window. | |
7. | Review Management Section will open by default. Click on view icon. It will open Review Management tab in a new window. | |
8. | Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. | |
9. | Select require field to filter Audit Trail Report like filter by keyword, filter by operation, filter by date etc. | |
10. | Click on FILTER button to filter Current Status Audit Trails report. It will show filtered data into grid. |
How do I export Audit Trail in Review Management?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Select View Type to Mixed View. It will load Mixed View in same window. | |
7. | Review Management Section will open by default. Click on view icon. It will open Review Management tab in a new window. | |
8. | Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. | |
9. | Click on EXPORT button. | |
10. | It will show you Popup asking whether you want to open or save file. |
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Lauren Partridge
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