Table of Contents : |
How do I add a Email template?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management. | |
3. | Select Client from List. | |
4. | Click on TRAINING RECORDS button. It will load Training Records data into grid. | |
5. | Click on LIVE TRAINING RECORDS button. | |
6. | Hover on the Controls and Click on Email Template option. It will open new window of Email Template. | |
7. | Select Client from List. | |
8. | Click on ADD button. It will open new window. | |
9. | Fill relevant details and Click on SAVE CONTENT button to add Email Template. |
How do I delete a Email template?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management. | |
3. | Select Client from List. | |
4. | Click on TRAINING RECORDS button. It will load Training Records data into grid. | |
5. | Click on LIVE TRAINING RECORDS button. | |
6. | Hover on the Controls and Click on Email Template option. It will open new window of Email Template. | |
7. | Select Client from List. | |
8. | Select Email Template from the grid which you want to delete. | |
9. | Click on DELETE button. | |
10. | It will open one Pop up. Click on OK button. |
How do I edit a Email template?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management. | |
3. | Select Client from List. | |
4. | Click on TRAINING RECORDS button. It will load Training Records data into grid. | |
5. | Click on LIVE TRAINING RECORDS button. | |
6. | Hover on the Controls and Click on Email Template option. It will open new window of Email Template. | |
7. | Select Client from List. | |
8. | Select Email Template from the grid which you want to edit. | |
9. | Click on EDIT button. It will open new Window. | |
10. | Fill relevant details and Click on SAVE CONTENT button to add Email Template. |
1. | Login to your account using the username and password provided. | |
2. | Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management. | |
3. | Select Client from List. | |
4. | Click on TRAINING RECORDS button. It will load Training Records data into grid. | |
5. | Click on LIVE TRAINING RECORDS button. | |
6. | Hover on the Controls and Click on Email Template option. It will open new window of Email Template. | |
7. | Click on AUDIT TRAIL button. It will open Audit Trail in a new window. | |
8. | Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. | |
9. | Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
1. | Login to your account using the username and password provided. | |
2. | Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management. | |
3. | Select Client from List. | |
4. | Click on TRAINING RECORDS button. It will load Training Records data into grid. | |
5. | Click on LIVE TRAINING RECORDS button. | |
6. | Hover on the Controls and Click on Email Template option. It will open new window of Email Template. | |
7. | Click on AUDIT TRAIL button. It will open Audit Trail in a new window. | |
8. | Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. | |
9. | Click on Export button. | |
10. | It will show you Popup asking whether you want to open or save file. |
Lauren Partridge
Comments