How do I manage Process in Monthly Reporting(Manage By Date)?

How do I add a new Process?

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 Process option. It will open new window of Manage Process.
5.	Select Client from list.
6.	Click on ADD button.
7.	Select Document Type and Other required details.
8.	Then click on SAVE button to add a new Column.

How do I edit a Process??

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 Process option. It will open new window of Manage Process.
5.	Select Client from list.
6.	Click on EDIT button.
7.	Select Document Type and Other required details.
8.	Click on SAVE button to save your changes.

How do I delete a Process?

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 Process option. It will open new window of Manage Process.
5.	Select Client from list.
6.	Select Process from the grid which you want to delete.
7.	Click on DELETE button.
8.	It will open one Pop up. Click on OK button.

How do I reorder Process 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 Process option. It will open new window of Manage Process.
5.	Select Client from list.
6.	Select Process from the grid.
7.	Click on move Icon to move your row upward/downward.