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How do I manage Work Status List in Monthly Reporting(Manage By Date)?

Table of Contents :

How do I add a new work status?

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. Hover on the Controls button and Click on Manage Work Status List option. It will open new window of Manage Work Status List.  
5. Click on ADD button.
6. Select Client and Document Type.  
7. Add Status Title and Other relevant details.
8. Then click on SAVE button to add a new Column.

How do I edit a work status??

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. Hover on the Controls button and Click on Manage Work Status List option. It will open new window of Manage Work Status List.  
5. Select Work Status from the grid which you want to edit.
6. Click on EDIT button.
7. Select Client and Document Type.  
8. Edit Status Title and Other relevant details.
9. Click on SAVE button to save your changes.

How do I delete a work status?

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. Hover on the Controls button and Click on Manage Work Status List option. It will open new window of Manage Work Status List.  
5. Select Work Status from the grid which you want to delete.
6. Click on DELETE button.
7. It will open one Pop up. Click on OK button.

How do I reorder work status row?

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. Hover on the Controls button and Click on Manage Work Status List option. It will open new window of Manage Work Status List.  
5. Select Work Status from the grid.  
6. Click on move Icon to move your row upward/downward.


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

  2. Posted
  3. Updated

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