How do I manage Escalation Events?

Table of Contents How do I view Escalation Events? How do I add Escalation Events? How do I edit Escalation Events? How do I filter audit trail of Escalation Events? How do I export audit trail of Escalation Events?

How do I view Escalation Events?

1.	Login to your account using your current username and password.
2.	Click on the Asset / Lease Management Tab.
3.	Hover on Lease Management and click on the Engine Tab.
4.	Select Client.
5.	Go to end of that row and Click on view icon. It will open new window.
6.	Select the row from the grid.
7.	Click on Maintenance Events tab.
8.	Click on ESCALATION EVENTS button. It will open a new window.

How do I add Escalation Events?

1.	Login to your account using your current username and password.
2.	Click on the Asset / Lease Management Tab.
3.	Hover on Lease Management and click on the Engine Tab.
4.	Select Client.
5.	Go to end of that row and Click on view icon. It will open new window.
6.	Select the row from the grid.
7.	Click on Maintenance Events tab.
8.	Click on ESCALATION EVENTS button. It will open a new window.
9.	Click on ADD button.
10.	Select First Escalation due date and Escalation Interval field.
11.	Click on SAVE button.
12.	It will open a Popup message. Click on OK.
Note: If "M/R Invoices Applies" and "Escalation Applies" is selected as "yes" in maintenance event main page only then You can add/edit record.

How do I edit Escalation Events?

1.	Login to your account using your current username and password.
2.	Click on the Asset / Lease Management Tab.
3.	Hover on Lease Management and click on the Engine Tab.
4.	Select Client.
5.	Go to end of that row and Click on view icon. It will open new window.
6.	Select the row from the grid.
7.	Click on Maintenance Events tab.
8.	Click on ESCALATION EVENTS button. It will open a new window.
9.	Click on EDIT button.
10.	Select First Escalation due date and Escalation Interval field.
11.	Click on SAVE button.
12.	It will open a Popup message. Click on OK.
Note: If "M/R Invoices Applies" and "Escalation Applies" is selected as "yes" in maintenance event main page only then You can add/edit record.

How do I filter audit trail of Escalation Events?

1.	Login to your account using your current username and password.
2.	Click on the Asset / Lease Management Tab.
3.	Hover on Lease Management and click on the Engine Tab.
4.	Select Client.
5.	Go to end of that row and Click on view icon. It will open new window.
6.	Select the row from the grid.
7.	Click on Maintenance Events tab.
8.	Click on ESCALATION EVENTS button. It will open in a new window.
9.	Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
10.	Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
11.	Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.

How do I export audit trail of Escalation Events?

1.	Login to your account using your current username and password.
2.	Click on the Asset / Lease Management Tab.
3.	Hover on Lease Management and click on the Engine Tab.
4.	Select Client.
5.	Go to end of that row and Click on view icon. It will open new window.
6.	Select the row from the grid.
7.	Click on Maintenance Events tab.
8.	Click on ESCALATION EVENTS button. It will open in a new window.
9.	Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
10.	Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
11.	Click on EXPORT button.
12.	It will show you Popup asking whether you want to open or save file.

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.