How do I access Review Management in Thumbnail View of Monthly R...

Table of Contents : How do I view Review Management in Thumbnail View? How do I view Notes in Review Management in Thumbnail View? How do I send Notes in Review Management in Thumbnail View? How do I edit Notes in Review Management in Thumbnail View? How do I delete Notes in Review Management in Thumbnail View? How do I add/edit File Meta Tag of Review Management in Thumbnail View? How do I move documents of Review Management in Thumbnail View? How do I view Audit Trail of Review Management in Thumbnail View? How do I export Audit Trail of Review Management in Thumbnail View?

How do I view Review Management in Thumbnail 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 Date from List.
4.	Select Client from the list. It will load data into grid.
5.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
6.	In a new window, Thumbnail view loaded by default.
7.	Go to Review Management and Click on the view icon. It will open Review Management page in a new window.

How do I view Notes in Review Management in Thumbnail 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 Date from List.
4.	Select Client from the list. It will load data into grid.
5.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
6.	In a new window, Thumbnail view loaded by default.
7.	Go to Review Management and Click on the view icon. It will open Review Management page in a new window.
8.	Go to Notes section to view Notes.

How do I send Notes in Review Management in Thumbnail 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 Date from List.
4.	Select Client from the list. It will load data into grid.
5.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
6.	In a new window, Thumbnail view loaded by default.
7.	Go to Review Management and Click on the view icon. It will open Review Management page 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. Note:  User can select Subjects for the related queries to prioritize their Note (int thumbnail View) i.e. once Open Query Subject is selected to assign note, The Email Notification for assigned Note will be sent to the user with High Importance.

How do I edit Notes in Review Management in Thumbnail 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 Date from List.
4.	Select Client from the list. It will load data into grid.
5.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
6.	In a new window, Thumbnail view loaded by default.
7.	Go to Review Management and Click on the view icon. It will open Review Management page 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 in Thumbnail 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 Date from List.
4.	Select Client from the list. It will load data into grid.
5.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
6.	In a new window, Thumbnail view loaded by default.
7.	Go to Review Management and Click on the view icon. It will open Review Management page 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 of Review Management in Thumbnail 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 Date from List.
4.	Select Client from the list. It will load data into grid.
5.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
6.	In a new window, Thumbnail view loaded by default.
7.	Go to Review Management and Click on the view icon. It will open Review Management page 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 Thumbnail 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 Date from List.
4.	Select Client from the list. It will load data into grid.
5.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
6.	In a new window, Thumbnail view loaded by default.
7.	Go to Review Management and Click on the view icon. It will open Review Management page 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 of Review Management in Thumbnail 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 Date from List.
4.	Select Client from the list. It will load data into grid.
5.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
6.	In a new window, Thumbnail view loaded by default.
7.	Go to Review Management and Click on the view icon. It will open Review Management page 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 of Review Management in Thumbnail 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 Date from List.
4.	Select Client from the list. It will load data into grid.
5.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
6.	In a new window, Thumbnail view loaded by default.
7.	Go to Review Management and Click on the view icon. It will open Review Management page 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.

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.