How do I view APU in Claim Management?
1. |
Login to your account using your current username and password. |
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2. |
Click on the Asset / Lease Management Tab. |
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3. |
Hover on Claim Management. |
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4. |
Select the APU tab. |
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5. |
Select Client. |
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6. |
Go to the end of that row and click on the view icon. It will open a new window. |
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How do I add APU in Claim Management?
1. |
Login to your account using the username and password provided. |
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2. |
Hover on Asset / LeaseManagement tab. |
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3. |
Hover on Claim Management. |
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4. |
Select the APU tab. |
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5. |
Select the client in the dropdown |
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6. |
Select the data in the grid which you want to claim |
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7. |
Click on View icon at the end of the grid table. It will open in a new window. |
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8. |
Click on the Add button to add the claim. It will open in a new window.
Notes: Once you click on the Add button the row is added. |
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9. |
Click on the Edit button to fill the details. |
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10. |
Fill the details for the Initial Claim / Technical Assessment / Maintenance Reserves tab with Approved step by step. |
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11. |
Click on the Save button once you fill the required data. |
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12. |
After the Save, button click the popup will come with a successful message. |
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How do I edit APU in Claim Management?
1. |
Login to your account using the username and password provided. |
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2. |
Hover on Asset / LeaseManagement tab. |
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3. |
Hover on Claim Management. |
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4. |
Select the APU tab. |
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5. |
Select the client in the dropdown |
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6. |
Select the data in the grid which you want to claim |
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7. |
Click on View icon at the end of the grid table. It will open in a new window. |
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8. |
Select the row in which you want to edit the claim. |
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9. |
Click on the Edit button to edit the details. It will open in a new window. |
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10. |
Edit the details for the Initial Claim / Technical Assessment / Maintenance Reserves tab with Approved step by step. |
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11. |
Click on the Save button once you fill the required data. |
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12. |
After the Save, button clicks the popup will come with a successful message. |
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How do I delete APU in Claim Management?
1. |
Login to your account using the username and password provided. |
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2. |
Hover on Asset / LeaseManagement tab. |
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3. |
Hover on Claim Management. |
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4. |
Select the APU tab. |
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5. |
Select the client in the dropdown |
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6. |
Select the data in the grid which you want to claim |
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7. |
Click on View icon at the end of the grid table. It will open in a new window. |
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8. |
Click on the Delete button to delete the row. |
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9. |
It will open a Popup message. Click on OK. |
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10. |
Another Popup message will be open. Click on OK. |
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How do I filter the audit trail of Claim Management?
1. |
Login to your account using your current username and password. |
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2. |
Click on the Asset / Lease Management Tab. |
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3. |
Hover on Claim Management. |
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4. |
Select the APU tab. |
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5. |
Select Client. |
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6. |
Go to the end of that row and click on the view icon. It will open a new window. |
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7. |
Click on the Audit Trail button. It will open the Audit Trail page in a new window. |
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8. |
Select filter types to filter the Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client, etc. |
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9. |
Click on the Filter button to filter the Audit Trail report. It will show filtered data into the grid. |
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How do I export the audit trail of Claim Management?
1. |
Login to your account using your current username and password. |
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2. |
Click on the Asset / Lease Management Tab. |
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3. |
Hover on Claim Management. |
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4. |
Select the APU tab. |
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5. |
Select Client. |
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6. |
Go to the end of that row and click on the view icon. It will open a new window. |
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7. |
Click on the Audit Trail button. It will open the Audit Trail page in a new window. |
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8. |
Select filter types to filter the Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by the client, etc. |
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9. |
Click on the Export button. |
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10. |
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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