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How do I manage Work Status List in Propeller?

Table of Contents

How do I view manage the work status list in Propeller?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Hover on Claim Management.  
4. Select the Propeller Tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select Client.

How do I add manage work status list in Propeller?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Hover on Claim Management.  
4. Select the Propeller Tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select Client.
7. Click on the Add button.
8. Fill the required details.  
9. Click on the Save button.
10. It will open a Popup message. Click on OK.

How do I edit manage work status list in Propeller?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Hover on Claim Management.  
4. Select the Propeller Tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select Client.
7. Click the asset from the grid, to be edited.
8. Click on the EDIT button.
9. Fill the required details.
10. Click on the Save button.
11. It will open a Popup message. Click on OK.

How do I delete the manage work status list in Propeller?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Hover on Claim Management.  
4. Select the Propeller Tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select Client.
7. Click the asset from the grid, to be deleted.
8. Click on the Delete button.
9. It will open a Popup message. Click on OK.
10. Another Popup message will be open. Click on OK.

How do I reorder manage the work status list in Propeller?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Hover on Claim Management.  
4. Select the Propeller Tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select Client.
7. Click the asset from the grid, to be deleted.
8. Select data from the grid to reorder and click on move Icon to move your row upward/downward.
9. It will open a Popup message. Click on OK.

How do I view an audit trail of manage work status list?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Hover on Claim Management.  
4. Select the Propeller Tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select Client.
7. Click on the Audit Trail button. It will open the Audit Trail page in a new window.
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.
9. Click on the Filter button to filter the Audit Trail report. It will show filtered data into the grid.

How do I export the audit trail of manage the work status list?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Hover on Claim Management.  
4. Select the Propeller Tab.  
5. Hover on the Controls button and click on the Manage Work Status List. It will open in a new window.
6. Select Client.
7. Click on the Audit Trail button. It will open the Audit Trail page in a new window.
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.
9. Click on the Export button.
10. It will show you Popup asking whether you want to open or save the file.
Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted
  3. Updated

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