How do I view Category Management?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/l4mrA8Te73DUBbFuxqteAwhJVa9BUffn) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/FOHURdgzuvbhH03RAjrNgcEta6mDzInY) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/bbOWCYEhdNNQWNDaF7FpaFNT2pvXeG3r) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/8mvrazQ1XRjfTSLqlzxY7PkJAlJ0NxpD) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JSH8EYL4eKT4Pw6YMIOeO1EsImft2xqz) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/IiUpnrmRpfqWjnmoJH7liAYOhaGDvrE0) |
8. |
Click on General tab. |
![](https://flydocssupport.kayako.com/media/url/OMk9lVWD5KZp5fOmRsNtyrW1x6Tu9aYm) |
9. |
Click on view icon which is on top right corner. It will open template in a new window. |
![](https://flydocssupport.kayako.com/media/url/8mvrazQ1XRjfTSLqlzxY7PkJAlJ0NxpD) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/hFJhlI8rhZK6jPEmiLUuCogzeRju1Lnt) |
How do I edit Category Management?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/l4mrA8Te73DUBbFuxqteAwhJVa9BUffn) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/FOHURdgzuvbhH03RAjrNgcEta6mDzInY) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/bbOWCYEhdNNQWNDaF7FpaFNT2pvXeG3r) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/8mvrazQ1XRjfTSLqlzxY7PkJAlJ0NxpD) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JSH8EYL4eKT4Pw6YMIOeO1EsImft2xqz) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/IiUpnrmRpfqWjnmoJH7liAYOhaGDvrE0) |
8. |
Click on General tab. |
![](https://flydocssupport.kayako.com/media/url/OMk9lVWD5KZp5fOmRsNtyrW1x6Tu9aYm) |
9. |
Click on view icon which is on top right corner. It will open template in a new window. |
![](https://flydocssupport.kayako.com/media/url/8mvrazQ1XRjfTSLqlzxY7PkJAlJ0NxpD) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/hFJhlI8rhZK6jPEmiLUuCogzeRju1Lnt) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JSH8EYL4eKT4Pw6YMIOeO1EsImft2xqz) |
12. |
Click on EDIT Button. |
![](https://flydocssupport.kayako.com/media/url/ls2FCyWAUY46bVxOU8wcQ7kKtyIq3mFG) |
13. |
Fill the Category Name, Select radio button of Manage User Groups & Select User Groups to View from the dropdown list. |
![](https://flydocssupport.kayako.com/media/url/zHBTXiJEpWrvucJjI8T6pURaK5om7hNb) |
14. |
Click on SAVE Button. |
![](https://flydocssupport.kayako.com/media/url/5cvkW9EbMQCjWTY7jw9e7nsK7F2YozEX) |
15. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/j0pIO26xPnBA4Pxc9v4apILU1M4X7ULb) |
How do I delete Category Management?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/l4mrA8Te73DUBbFuxqteAwhJVa9BUffn) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/FOHURdgzuvbhH03RAjrNgcEta6mDzInY) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/bbOWCYEhdNNQWNDaF7FpaFNT2pvXeG3r) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/8mvrazQ1XRjfTSLqlzxY7PkJAlJ0NxpD) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JSH8EYL4eKT4Pw6YMIOeO1EsImft2xqz) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/IiUpnrmRpfqWjnmoJH7liAYOhaGDvrE0) |
8. |
Click on General tab. |
![](https://flydocssupport.kayako.com/media/url/OMk9lVWD5KZp5fOmRsNtyrW1x6Tu9aYm) |
9. |
Click on view icon which is on top right corner. It will open template in a new window. |
![](https://flydocssupport.kayako.com/media/url/8mvrazQ1XRjfTSLqlzxY7PkJAlJ0NxpD) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/hFJhlI8rhZK6jPEmiLUuCogzeRju1Lnt) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JSH8EYL4eKT4Pw6YMIOeO1EsImft2xqz) |
12. |
Click on DELETE Button. |
![](https://flydocssupport.kayako.com/media/url/BERvac9pFMChxmWLcNkXxTg9BckxMDdl) |
13. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/DRV4jzCcFQ1zBDJo0NcWfEgUbYB3ZwF6) |
14. |
Another Popup message will be open. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/GMVWYjHNdE815Cbg1mtUiVIWUQvhYDWf) |
How do I view audit trail of Category Management?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/l4mrA8Te73DUBbFuxqteAwhJVa9BUffn) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/FOHURdgzuvbhH03RAjrNgcEta6mDzInY) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/bbOWCYEhdNNQWNDaF7FpaFNT2pvXeG3r) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/8mvrazQ1XRjfTSLqlzxY7PkJAlJ0NxpD) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JSH8EYL4eKT4Pw6YMIOeO1EsImft2xqz) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/IiUpnrmRpfqWjnmoJH7liAYOhaGDvrE0) |
8. |
Click on General tab. |
![](https://flydocssupport.kayako.com/media/url/OMk9lVWD5KZp5fOmRsNtyrW1x6Tu9aYm) |
9. |
Click on view icon which is on top right corner. It will open template in a new window. |
![](https://flydocssupport.kayako.com/media/url/8mvrazQ1XRjfTSLqlzxY7PkJAlJ0NxpD) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/hFJhlI8rhZK6jPEmiLUuCogzeRju1Lnt) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/3zLfnZ2bXTuQWIHIMmW1ZdWO2S6bfzjp) |
12. |
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. |
![](https://flydocssupport.kayako.com/media/url/zipCeUUX9Pea9TngOwc2Kg1uOnVgR28W) |
13. |
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
![](https://flydocssupport.kayako.com/media/url/KoajqpQORf5nT6pOpXroHiEVrr2SWH8Y) |
How do I export audit trail of Category Management?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/l4mrA8Te73DUBbFuxqteAwhJVa9BUffn) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/FOHURdgzuvbhH03RAjrNgcEta6mDzInY) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/bbOWCYEhdNNQWNDaF7FpaFNT2pvXeG3r) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/8mvrazQ1XRjfTSLqlzxY7PkJAlJ0NxpD) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JSH8EYL4eKT4Pw6YMIOeO1EsImft2xqz) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/IiUpnrmRpfqWjnmoJH7liAYOhaGDvrE0) |
8. |
Click on General tab. |
![](https://flydocssupport.kayako.com/media/url/OMk9lVWD5KZp5fOmRsNtyrW1x6Tu9aYm) |
9. |
Click on view icon which is on top right corner. It will open template in a new window. |
![](https://flydocssupport.kayako.com/media/url/8mvrazQ1XRjfTSLqlzxY7PkJAlJ0NxpD) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/hFJhlI8rhZK6jPEmiLUuCogzeRju1Lnt) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/3zLfnZ2bXTuQWIHIMmW1ZdWO2S6bfzjp) |
12. |
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. |
![](https://flydocssupport.kayako.com/media/url/zipCeUUX9Pea9TngOwc2Kg1uOnVgR28W) |
13. |
Click on EXPORT button. |
![](https://flydocssupport.kayako.com/media/url/jOPPffwct3Bhd0a1EXQzmG2mbsGNnrMK) |
14. |
It will show you Popup asking whether you want to open or save file. |
![](https://flydocssupport.kayako.com/media/url/aEltAYuTAAA9UDW6pKEJYnpbpBiWfntn) |
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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