How do I add new Column?
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. |
![](https://flydocssupport.kayako.com/media/url/9F1ukAS5IN1P73X0hbm3ja4HbX1JR3TK) |
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 the ADD button. |
![](https://flydocssupport.kayako.com/media/url/UBpxqPQYc0wBO744AbW2hJyETbZcNd9n) |
6. |
Enter Column Name into text box. |
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7. |
Select Header and Column Field Type from the list. |
![](https://flydocssupport.kayako.com/media/url/dDQweOzNAXVGMqj1sgEhFMk2MywKZOTb) |
8. |
Click on the SAVE button to save new Column. |
![](https://flydocssupport.kayako.com/media/url/0DD0ha24JAwKprbtFymhqEynBhzHi8F6) |
9. |
It will show you Popup window. Click on the OK button. |
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How do I edit Column?
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. |
![](https://flydocssupport.kayako.com/media/url/9F1ukAS5IN1P73X0hbm3ja4HbX1JR3TK) |
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, Select Column from the grid that you want to edit. |
![](https://flydocssupport.kayako.com/media/url/z2JyYnS91bch3lRfIYEe25TsFpjgZbdN) |
6. |
Click on EDIT button and make change that you want. |
![](https://flydocssupport.kayako.com/media/url/gB95RvLUKoDKvUvvV3nPpWQZ3l2z2WR4) |
7. |
Enter Column Name into text box. |
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8. |
Select Header and Column Field Type from the list. |
![](https://flydocssupport.kayako.com/media/url/dDQweOzNAXVGMqj1sgEhFMk2MywKZOTb) |
9. |
Click on SAVE button to save change that you make. |
![](https://flydocssupport.kayako.com/media/url/0DD0ha24JAwKprbtFymhqEynBhzHi8F6) |
10. |
It will show you Popup window. Click on the OK button. |
![](https://flydocssupport.kayako.com/media/url/rAK3h2VMPhRW4zcBeFuXy5Xqgy7TMp5h) |
How do I delete a Column?
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. |
![](https://flydocssupport.kayako.com/media/url/9F1ukAS5IN1P73X0hbm3ja4HbX1JR3TK) |
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, Select Column from the grid that you want to delete. |
![](https://flydocssupport.kayako.com/media/url/z2JyYnS91bch3lRfIYEe25TsFpjgZbdN) |
6. |
Click on DELETE button. |
![](https://flydocssupport.kayako.com/media/url/wfQu0dk5QimQQhuEbxI21sDDgvD6NcyW) |
7. |
It will show you Popup window. Click on the OK button. |
![](https://flydocssupport.kayako.com/media/url/iWeUgWu3Xrj83WevY6xKESwumlIPK6DH) |
8. |
It will show you Popup window. Click on the OK button. |
![](https://flydocssupport.kayako.com/media/url/1DVOQoNnffWvmRd3pwBIy5VgIhFwEvVN) |
How do I reorder Column?
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. |
Go to the grid and drag the reorder icon to reorder your row upward/downward. |
![](https://flydocssupport.kayako.com/media/url/9zXP5DtwbRQXYvZa3vPiKV1CdPrIKUl2) |
6. |
It will show you Popup window. Click on the OK 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 Masters tab and Click on the Manage Status List tab. |
![](https://flydocssupport.kayako.com/media/url/9F1ukAS5IN1P73X0hbm3ja4HbX1JR3TK) |
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. |
![](https://flydocssupport.kayako.com/media/url/9eZKzViEUC7OQVDKZh4ULBqdSVGhBZ3i) |
6. |
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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7. |
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. |
![](https://flydocssupport.kayako.com/media/url/9F1ukAS5IN1P73X0hbm3ja4HbX1JR3TK) |
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. |
![](https://flydocssupport.kayako.com/media/url/9eZKzViEUC7OQVDKZh4ULBqdSVGhBZ3i) |
6. |
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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7. |
Click on EXPORT button. |
![](https://flydocssupport.kayako.com/media/url/7S81FOaMt8cHqG7dJjepyq4YpmdVMyIM) |
8. |
It will show you Popup asking whether you want to open or save file. |
![](https://flydocssupport.kayako.com/media/url/GaqkTwjSIczEekj4lPaL2SZBLBy8ztda) |
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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