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/ZWX912rPecZ15AGv57ccJZpzHoD196VC) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/AZzYD2LJtIVlS7m4jpqCyRAUT1zddeCn) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/tPyRRLJttOCwXsawOWT7BJqRGVH2o0HP) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cog6Xs9Wuwj6muuHE0EsHzJFmQr11XfO) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/ua2Qt6Wafu75hcGN6iNrxvHfaftP6wiC) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/tY6YeIl8oZHuX0GxEK1gSQdPAq9ozSzv) |
8. |
Click on Delivery Details tab. |
![](https://flydocssupport.kayako.com/media/url/F7hjvxCaCf76Nd82gcI6VrcjHVYRrPK3) |
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/cog6Xs9Wuwj6muuHE0EsHzJFmQr11XfO) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/49CHhWMwhsYbGx0LoMklR7X8v8fvHVSi) |
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/ZWX912rPecZ15AGv57ccJZpzHoD196VC) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/AZzYD2LJtIVlS7m4jpqCyRAUT1zddeCn) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/tPyRRLJttOCwXsawOWT7BJqRGVH2o0HP) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cog6Xs9Wuwj6muuHE0EsHzJFmQr11XfO) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/ua2Qt6Wafu75hcGN6iNrxvHfaftP6wiC) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/tY6YeIl8oZHuX0GxEK1gSQdPAq9ozSzv) |
8. |
Click on Delivery Details tab. |
![](https://flydocssupport.kayako.com/media/url/F7hjvxCaCf76Nd82gcI6VrcjHVYRrPK3) |
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/cog6Xs9Wuwj6muuHE0EsHzJFmQr11XfO) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/49CHhWMwhsYbGx0LoMklR7X8v8fvHVSi) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/ua2Qt6Wafu75hcGN6iNrxvHfaftP6wiC) |
12. |
Click on EDIT Button. |
![](https://flydocssupport.kayako.com/media/url/rLElK9JGuyfryj63SuNfzwNYDAWHJujx) |
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/RsOShzBiWgTEj6lvctpxULHzPhyiJKlx) |
14. |
Click on SAVE Button. |
![](https://flydocssupport.kayako.com/media/url/fVZJNMOAq87x74V5bxcByJxnVACxVVnZ) |
15. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/3yFm81XPJxZyyxrkkFLEVCfmbNnbWh5d) |
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/ZWX912rPecZ15AGv57ccJZpzHoD196VC) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/AZzYD2LJtIVlS7m4jpqCyRAUT1zddeCn) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/tPyRRLJttOCwXsawOWT7BJqRGVH2o0HP) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cog6Xs9Wuwj6muuHE0EsHzJFmQr11XfO) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/ua2Qt6Wafu75hcGN6iNrxvHfaftP6wiC) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/tY6YeIl8oZHuX0GxEK1gSQdPAq9ozSzv) |
8. |
Click on Delivery Details tab. |
![](https://flydocssupport.kayako.com/media/url/F7hjvxCaCf76Nd82gcI6VrcjHVYRrPK3) |
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/cog6Xs9Wuwj6muuHE0EsHzJFmQr11XfO) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/49CHhWMwhsYbGx0LoMklR7X8v8fvHVSi) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/ua2Qt6Wafu75hcGN6iNrxvHfaftP6wiC) |
12. |
Click on DELETE Button. |
![](https://flydocssupport.kayako.com/media/url/kYlwa473vDAnHshssVtvnyWJJPj5u1c2) |
13. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/jBlyoFOcVdlK9X3GGot8Of2pkp5LOwDT) |
14. |
Another Popup message will be open. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/50JnrNILqgXm1quOgasYXkXf7Tm1k1bG) |
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/ZWX912rPecZ15AGv57ccJZpzHoD196VC) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/AZzYD2LJtIVlS7m4jpqCyRAUT1zddeCn) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/tPyRRLJttOCwXsawOWT7BJqRGVH2o0HP) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cog6Xs9Wuwj6muuHE0EsHzJFmQr11XfO) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/ua2Qt6Wafu75hcGN6iNrxvHfaftP6wiC) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/tY6YeIl8oZHuX0GxEK1gSQdPAq9ozSzv) |
8. |
Click on Delivery Details tab. |
![](https://flydocssupport.kayako.com/media/url/F7hjvxCaCf76Nd82gcI6VrcjHVYRrPK3) |
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/cog6Xs9Wuwj6muuHE0EsHzJFmQr11XfO) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/49CHhWMwhsYbGx0LoMklR7X8v8fvHVSi) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/v12RuTfA28XIb2ry0s4RxqcoYvXthuR3) |
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/UKomH9YiAWe20dQV1AbJbdTchfLMFtKW) |
13. |
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
![](https://flydocssupport.kayako.com/media/url/kPjsUywDzIr1rUfvGcMiQRFXxpvMKNjL) |
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/ZWX912rPecZ15AGv57ccJZpzHoD196VC) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/AZzYD2LJtIVlS7m4jpqCyRAUT1zddeCn) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/tPyRRLJttOCwXsawOWT7BJqRGVH2o0HP) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cog6Xs9Wuwj6muuHE0EsHzJFmQr11XfO) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/ua2Qt6Wafu75hcGN6iNrxvHfaftP6wiC) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/tY6YeIl8oZHuX0GxEK1gSQdPAq9ozSzv) |
8. |
Click on Delivery Details tab. |
![](https://flydocssupport.kayako.com/media/url/F7hjvxCaCf76Nd82gcI6VrcjHVYRrPK3) |
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/cog6Xs9Wuwj6muuHE0EsHzJFmQr11XfO) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/49CHhWMwhsYbGx0LoMklR7X8v8fvHVSi) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/v12RuTfA28XIb2ry0s4RxqcoYvXthuR3) |
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/UKomH9YiAWe20dQV1AbJbdTchfLMFtKW) |
13. |
Click on EXPORT button. |
![](https://flydocssupport.kayako.com/media/url/cKr3ldk1vS6QuVpK20ItdYRvvMdrVWga) |
14. |
It will show you Popup asking whether you want to open or save file. |
![](https://flydocssupport.kayako.com/media/url/5MvaIedZQ7HSVYiql9iE20pPbbNbwbpd) |
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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