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/3Wq0QXsZf6sKECAjzLhaNhZhuWwRVdqQ) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/4pguQucatDP5OWOrQWKZmQEqY4O5Dj24) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/Nc9vnpJsHQApOQKL960ZNZQhtIlgkCJc) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/27rdT5H1QGwLIOkerAmdFhRhSpwnzcu5) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JhoiuhMTjezCFM351FQZSmgwp9miUceh) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/zsFeR6k7rqgahDbUMoG3T8tYc8qXBnlA) |
8. |
Click on Exceptions To Acceptance tab. |
![](https://flydocssupport.kayako.com/media/url/sbVRWnyvFBzsZUnfX59sr4iycA5P4omw) |
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/27rdT5H1QGwLIOkerAmdFhRhSpwnzcu5) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/CiBlBkmbT3ClgvvJ1rSlnbcJTQ0J2dNP) |
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/3Wq0QXsZf6sKECAjzLhaNhZhuWwRVdqQ) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/4pguQucatDP5OWOrQWKZmQEqY4O5Dj24) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/Nc9vnpJsHQApOQKL960ZNZQhtIlgkCJc) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/27rdT5H1QGwLIOkerAmdFhRhSpwnzcu5) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JhoiuhMTjezCFM351FQZSmgwp9miUceh) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/zsFeR6k7rqgahDbUMoG3T8tYc8qXBnlA) |
8. |
Click on Exceptions To Acceptance tab. |
![](https://flydocssupport.kayako.com/media/url/sbVRWnyvFBzsZUnfX59sr4iycA5P4omw) |
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/27rdT5H1QGwLIOkerAmdFhRhSpwnzcu5) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/CiBlBkmbT3ClgvvJ1rSlnbcJTQ0J2dNP) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JhoiuhMTjezCFM351FQZSmgwp9miUceh) |
12. |
Click on EDIT Button. |
![](https://flydocssupport.kayako.com/media/url/rAVKXywHQW5DPHBfwdHcZOmbhWKDw77i) |
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/E6c9RiwMFQppDxgfXGfm83SNwvOODQjD) |
14. |
Click on SAVE Button. |
![](https://flydocssupport.kayako.com/media/url/gG5U9Z1fk54a61NtGdSjE8D7IoHbCnQu) |
15. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/3c6C2Bn87UgeitPOIbUKyPzimIIjtHw1) |
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/3Wq0QXsZf6sKECAjzLhaNhZhuWwRVdqQ) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/4pguQucatDP5OWOrQWKZmQEqY4O5Dj24) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/Nc9vnpJsHQApOQKL960ZNZQhtIlgkCJc) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/27rdT5H1QGwLIOkerAmdFhRhSpwnzcu5) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JhoiuhMTjezCFM351FQZSmgwp9miUceh) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/zsFeR6k7rqgahDbUMoG3T8tYc8qXBnlA) |
8. |
Click on Exceptions To Acceptance tab. |
![](https://flydocssupport.kayako.com/media/url/sbVRWnyvFBzsZUnfX59sr4iycA5P4omw) |
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/27rdT5H1QGwLIOkerAmdFhRhSpwnzcu5) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/CiBlBkmbT3ClgvvJ1rSlnbcJTQ0J2dNP) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JhoiuhMTjezCFM351FQZSmgwp9miUceh) |
12. |
Click on DELETE Button. |
![](https://flydocssupport.kayako.com/media/url/P2KYLZqBsSE3Sctycv58TmdTussY7R9A) |
13. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/OWdyVFSV8ciux2JrZ7Un6sRFfRuoF1DU) |
14. |
Another Popup message will be open. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/seGjbk5j7XAheHlx6kc0ttHdCJHlTsQ5) |
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/3Wq0QXsZf6sKECAjzLhaNhZhuWwRVdqQ) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/4pguQucatDP5OWOrQWKZmQEqY4O5Dj24) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/Nc9vnpJsHQApOQKL960ZNZQhtIlgkCJc) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/27rdT5H1QGwLIOkerAmdFhRhSpwnzcu5) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JhoiuhMTjezCFM351FQZSmgwp9miUceh) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/zsFeR6k7rqgahDbUMoG3T8tYc8qXBnlA) |
8. |
Click on Exceptions To Acceptance tab. |
![](https://flydocssupport.kayako.com/media/url/sbVRWnyvFBzsZUnfX59sr4iycA5P4omw) |
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/27rdT5H1QGwLIOkerAmdFhRhSpwnzcu5) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/CiBlBkmbT3ClgvvJ1rSlnbcJTQ0J2dNP) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/N4FLIXLwOK3sZYl65D3wIwAlvZJsfowa) |
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/ys4ouRSHyiVlfTyYa3ZcRafEBkmmqa58) |
13. |
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
![](https://flydocssupport.kayako.com/media/url/Hxfas4bLaxy4owVKoJl8p4PdlnW5jFoZ) |
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/3Wq0QXsZf6sKECAjzLhaNhZhuWwRVdqQ) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/4pguQucatDP5OWOrQWKZmQEqY4O5Dj24) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/Nc9vnpJsHQApOQKL960ZNZQhtIlgkCJc) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/27rdT5H1QGwLIOkerAmdFhRhSpwnzcu5) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/JhoiuhMTjezCFM351FQZSmgwp9miUceh) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/zsFeR6k7rqgahDbUMoG3T8tYc8qXBnlA) |
8. |
Click on Exceptions To Acceptance tab. |
![](https://flydocssupport.kayako.com/media/url/sbVRWnyvFBzsZUnfX59sr4iycA5P4omw) |
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/27rdT5H1QGwLIOkerAmdFhRhSpwnzcu5) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/CiBlBkmbT3ClgvvJ1rSlnbcJTQ0J2dNP) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/N4FLIXLwOK3sZYl65D3wIwAlvZJsfowa) |
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/ys4ouRSHyiVlfTyYa3ZcRafEBkmmqa58) |
13. |
Click on EXPORT button. |
![](https://flydocssupport.kayako.com/media/url/wcXypa3D4UD5Hzt5b3GZ9nYe5a968D81) |
14. |
It will show you Popup asking whether you want to open or save file. |
![](https://flydocssupport.kayako.com/media/url/dvRWREOsi8YzHxisWAClUsf7Q0KC2WxU) |
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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