Table of Contents : |
How do I add a responsibility?
1. | Login to your account using the username and password provided. | |
2. | Hover Over the Users tab and click on the Users tab. | |
3. | Click on the MANAGE ROLES button. It will open a new window. | |
4. | Click on the VIEW RESPONSIBILITIES button. It will open a new window. | |
5. | Click on the ADD button. | |
6. | Select Client and Area from the list. | |
7. | Select Department, Enter Responsibilities and select other relevant details. | |
8. | Click on the SAVE button. | |
9. | It will show you the Popup window. Click on the OK button. |
How do I edit a responsibility?
1. | Login to your account using the username and password provided. | |
2. | Hover Over the Users tab and click on the Users tab. | |
3. | Click on the MANAGE ROLES button. It will open a new window. | |
4. | Click on the VIEW RESPONSIBILITIES button. It will open a new window. | |
5. | Select the record from the grid that you want to edit. | |
6. | Click on EDIT button. | |
7. | Select Client and Area from the list. | |
8. | Select Department, Enter Responsibilities and select other relevant details. | |
9. | Click on the SAVE button. | |
10. | It will show you the Popup window. Click on the OK button. |
How do I delete a responsibility?
1. | Login to your account using the username and password provided. | |
2. | Hover Over the Users tab and click on the Users tab. | |
3. | Click on the MANAGE ROLES button. It will open a new window. | |
4. | Click on the VIEW RESPONSIBILITIES button. It will open a new window. | |
5. | Select the record from the grid that you want to delete. | |
6. | Click on the DELETE button. | |
7. | It will show you the Pop-up window. Click on the OK button. | |
8. | It will show you Popup window. Click on the OK button. |
1. | Login to your account using the username and password provided. | |
2. | Hover Over the Users tab and click on the Users tab. | |
3. | Click on the MANAGE ROLES button. It will open a new window. | |
4. | Click on the VIEW RESPONSIBILITIES button. It will open a new window. | |
5. | Click on the Audit Trail button. It will open Audit Trail page in a new window. | |
6. | Select require field to filter Audit Trail Report like filter by keyword, filter by operation, filter by date etc. | |
7. | Click on the Filter button. It will load data into grid. |
1. | Login to your account using the username and password provided. | |
2. | Hover Over the Users tab and click on the Users tab. | |
3. | Click on the MANAGE ROLES button. It will open a new window. | |
4. | Click on the VIEW RESPONSIBILITIES button. It will open a new window. | |
5. | Click on the Audit TRAIL button. It will open the Audit Trail page in a new window. | |
6. | Select require the field to filter Audit Trail Report like filter by keyword, filter by operation, filter by date, etc. | |
7. | Click on the EXPORT button. | |
8. | It will show you Popup asking whether you want to open or save the file. |
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator. |
Lauren Partridge
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