How do I add new Status?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab. |
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3. |
Select Client from grid. |
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4. |
Click on View icon. It will open new window. |
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5. |
Hover over the Controls dropdown and Click on Manage Status List Tab. It will open new window. |
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6. |
Open new window for Manage Status List for add new status click on ADD button and insert Field Name , Parent Header and Set Column Field Type. |
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7. |
Enter Column Name,Column Field Type and other relevant details. |
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8. |
Click on SAVE button to save new status. |
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How do I edit status?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab. |
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3. |
Select Client from grid. |
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4. |
Click on View icon. It will open new window. |
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5. |
Hover over the Controls dropdown and Click on Manage Status List Tab. It will open new window. |
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6. |
Select row that you want to edit. |
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7. |
Click on EDIT button and make change that you want. |
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8. |
Enter Column Name,Column Field Type and other relevant details. |
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9. |
Click on SAVE button to save your changes.. |
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10. |
Getting alert message that "Record Updated Successfully...". Click on OK buttn to see change you made. |
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How do I delete a status?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab. |
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3. |
Select Client from grid. |
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4. |
Click on View icon. It will open new window. |
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5. |
Hover over the Controls dropdown and Click on Manage Status List Tab. It will open new window. |
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6. |
Select row that you want to delete. |
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7. |
Click on DELETE button. |
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8. |
Popup message will appear, click ok if you are sure you'd like to delete the status. |
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9. |
Confirmation popup will appear that status has been deleted successfully. |
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How do I reorder status row?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab. |
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3. |
Select Client from grid. |
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4. |
Click on View icon. It will open new window. |
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5. |
Hover over the Controls dropdown and Click on Manage Status List Tab. It will open new window. |
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6. |
Select Work Status from the grid. |
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7. |
Click on move Icon to move your row upward/downward. |
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How do I view Audit Trail?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab. |
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3. |
Select Client from grid. |
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4. |
Click on View icon. It will open new window. |
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5. |
Hover over the Controls dropdown and Click on Manage Status List Tab. It will open new window. |
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6. |
Click on AUDIT TRAIL button. It will open Audit Trail in a new window. |
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7. |
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. |
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8. |
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
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How do I export Audit Trail?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab. |
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3. |
Select Client from grid. |
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4. |
Click on View icon. It will open new window. |
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5. |
Hover over the Controls dropdown and Click on Manage Status List Tab. It will open new window. |
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6. |
Click on AUDIT TRAIL button. It will open Audit Trail in a new window. |
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7. |
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. |
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8. |
Click on Export button. |
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9. |
It will show you Popup asking whether you want to open or save file. |
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Lauren Partridge
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