How do I add a department?
1. |
Login to your account using the username and password provided. |
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2. |
Hover Over the Users tab and click on the Users tab. |
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3. |
Click on the MANAGE ROLES button. It will open a new window. |
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4. |
Click on the VIEW DEPARTMENT button. It will open a new window. |
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5. |
Click on the ADD button. |
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6. |
Select Client, Area, Enter Department, and select other relevant details. |
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7. |
Click on the SAVE button. |
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8. |
It will show you the Popup window. Click on the OK button. |
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How do I edit a department?
1. |
Login to your account using the username and password provided. |
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2. |
Hover Over the Users tab and click on the Users tab. |
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3. |
Click on the MANAGE ROLES button. It will open a new window. |
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4. |
Click on the VIEW DEPARTMENT button. It will open a new window. |
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5. |
Select the record from the grid that you want to edit. |
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6. |
Click on the EDIT button. |
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7. |
Select Client, Area, Enter Department, and select other relevant details. |
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8. |
Click on the SAVE button. |
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9. |
It will show you the Popup window. Click on the OK button. |
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How do I delete a department?
1. |
Login to your account using the username and password provided. |
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2. |
Hover Over the Users tab and click on the Users tab. |
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3. |
Click on the MANAGE ROLES button. It will open a new window. |
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4. |
Click on the VIEW DEPARTMENT button. It will open a new window. |
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5. |
Select the record from the grid that you want to delete. |
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6. |
Click on the DELETE button. |
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7. |
It will show you the Popup window. Click on the OK button. |
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8. |
It will show you the 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 Users tab and click on the Users tab. |
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3. |
Click on the MANAGE ROLES button. It will open a new window. |
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4. |
Click on the VIEW DEPARTMENT button. It will open a new window. |
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5. |
Click on the Audit TRAIL button. It will open the Audit Trail page in a new window. |
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6. |
Select require field to filter Audit Trail Report like filter by keyword, filter by operation, filter by date etc. |
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7. |
Click on the Filter button. It will load 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 Users tab and click on the Users tab. |
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3. |
Click on the MANAGE ROLES button. It will open a new window. |
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4. |
Click on the VIEW DEPARTMENT button. It will open a new window. |
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5. |
Click on the Audit TRAIL button. It will open the Audit Trail page in a new window. |
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6. |
Select require the field to filter Audit Trail Report like filter by keyword, filter by operation, filter by date, etc. |
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7. |
Click on the EXPORT button. |
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7. |
It will show you Popup asking whether you want to open or save the 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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