How do I add a Email template?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Technical Management tab then Hover over the Authorisations and Training Records Centre and Click on the User profiles tab. |
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3. |
Hover on the Controls and Click on Email Template option. It will open new window of Email Template. |
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4. |
Click on ADD button. It will open new window. |
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5. |
Select Client, Template Title, Template Type and Fill other relevant details. |
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6. |
Fill relevant details and Click on SAVE CONTENT button to add Email Template. |
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How do I delete a Email template?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Technical Management tab then Hover over the Authorisations and Training Records Centre and Click on the User profiles tab. |
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3. |
Hover on the Controls and Click on Email Template option. It will open new window of Email Template. |
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4. |
Select Email Template from the grid which you want to delete. |
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Click on DELETE button. |
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It will open one Pop up. Click on OK button. |
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How do I edit a Email template?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Technical Management tab then Hover over the Authorisations and Training Records Centre and Click on the User profiles tab. |
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3. |
Hover on the Controls and Click on Email Template option. It will open new window of Email Template. |
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4. |
Select Email Template from the grid which you want to edit. |
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Click on EDIT button. It will open new Window. |
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Select Client, Template Title, Template Type and Fill other relevant details. |
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7. |
Fill relevant details and Click on SAVE CONTENT button. |
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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 Technical Management tab then Hover over the Authorisations and Training Records Centre and Click on the User profiles tab. |
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3. |
Hover on the Controls and Click on Email Template option. It will open new window of Email Template. |
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4. |
Click on AUDIT TRAIL button. It will open Audit Trail in a new window. |
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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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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 Technical Management tab then Hover over the Authorisations and Training Records Centre and Click on the User profiles tab. |
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3. |
Hover on the Controls and Click on Email Template option. It will open new window of Email Template. |
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4. |
Click on AUDIT TRAIL button. It will open Audit Trail in a new window. |
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5. |
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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6. |
Click on EXPORT button. |
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It will show you Popup asking whether you want to open or save file. |
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Lauren Partridge
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