How do I add new Header?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Masters tab and Click on the Manage Status List tab. |
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3. |
Select Client, Management Level and other relevant details from the list. It will load data into grid. |
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4. |
Go to grid and Click on the view icon. It will open a new window. |
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5. |
By default Manage Status List window will open. Click on the Manage Headers tab. |
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6. |
Once new window will open, Click on the ADD button. |
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7. |
Enter Header Name and Select Colour from the list. |
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8. |
Click on the SAVE button to save new Header. |
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9. |
It will show you Popup window. Click on the OK button. |
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How do I edit Header?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Masters tab and Click on the Manage Status List tab. |
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3. |
Select Client, Management Level and other relevant details from the list. It will load data into grid. |
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4. |
Go to grid and Click on the view icon. It will open a new window. |
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5. |
By default Manage Status List window will open. Click on the Manage Headers tab. |
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6. |
Once new window will open, Select Header from the grid 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 Header Name and Select Colour from the list. |
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9. |
Click on SAVE button to save change that you make. |
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10. |
It will show you Popup window. Click on the OK button. |
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How do I delete a Header?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Masters tab and Click on the Manage Status List tab. |
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3. |
Select Client, Management Level and other relevant details from the list. It will load data into grid. |
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4. |
Go to grid and Click on the view icon. It will open a new window. |
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5. |
By default Manage Status List window will open. Click on the Manage Headers tab. |
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6. |
Once new window will open, Select Header from the grid that you want to delete. |
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7. |
Click on DELETE button. |
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8. |
It will show you Popup window. Click on the OK button. |
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9. |
It will show you Popup window. Click on the OK button. |
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How do I reorder Header?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Masters tab and Click on the Manage Status List tab. |
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3. |
Select Client, Management Level and other relevant details from the list. It will load data into grid. |
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4. |
Go to grid and Click on the view icon. It will open a new window. |
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5. |
By default Manage Status List window will open. Click on the Manage Headers tab. |
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6. |
Go to the grid and drag the reorder icon to reorder 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 Masters tab and Click on the Manage Status List tab. |
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3. |
Select Client, Management Level and other relevant details from the list. It will load data into grid. |
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4. |
Go to grid and Click on the view icon. It will open a new window. |
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5. |
Once new window will open. Click on AUDIT TRAIL button. It will open Audit Trail in a new window. |
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6. |
By default Manage Status List window will open. Click on the Manage Headers tab. |
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7. |
Select filter types that you want to filter 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 Masters tab and Click on the Manage Status List tab. |
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3. |
Select Client, Management Level and other relevant details from the list. It will load data into grid. |
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4. |
Go to grid and Click on the view icon. It will open a new window. |
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5. |
By default Manage Status List window will open. Click on the Manage Headers tab. |
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6. |
Once new window will open. Click on AUDIT TRAIL button. It will open Audit Trail in a new window. |
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7. |
Select filter types that you want to filter 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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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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Lauren Partridge
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