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How do I manage Reference Statuses in Monthly Reporting(Manage By Asset)?

Table of Contents :

How do I add a new Reference Statuses?

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. Hover on the Controls button and Click on Manage Reference Statuses option. It will open new window of Manage Reference Statuses.  
5. Select Client from list.  
6. Click on ADD button.
7. Select Document Type and Status Name.  
8. Select Status Colour and Email template from list.  
9. Then click on SAVE button to add a new Column.

How do I edit a Reference Statuses?

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. Hover on the Controls button and Click on Manage Reference Statuses option. It will open new window of Manage Reference Statuses.  
5. Select Client from list.  
6. Click on EDIT button.
7. Select Document Type and Status Name.  
8. Select Status Colour and Email template from list.  
9. Click on SAVE button to save your changes.

How do I delete a Reference Statuses?

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. Hover on the Controls button and Click on Manage Reference Statuses option. It will open new window of Manage Reference Statuses.  
5. Select Client from list.  
6. Select Reference Statuses 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 Reference Statuses 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 Asset from List.  
4. Hover on the Controls button and Click on Manage Reference Statuses option. It will open new window of Manage Reference Statuses.  
5. Select Client from list.  
6. Select Reference Statuses from the grid.  
7. 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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