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/OjzBvYmqvRgGDZoSLNJKuXh4jR44jKuY) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/bPdZKAKELkcOF64Y3sLTsNN3Mqr3ZkTE) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/SvYd1qYWIojEXXqpdAGDrnbSeAlBu1c3) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/B2Q9fdF4kqIE3zhLl7BH1mcK0ZwV4s8I) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/Mbt1OSPitXPdqtXKCjw9sv9pw36m8OyU) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/PSYmxO06m5pe4DO0LwoKLa2ZEgsSGdPF) |
8. |
Click on Lease Options tab. |
![](https://flydocssupport.kayako.com/media/url/egWOGgRk3S3FKl8qKo0cKjq2omZfBel1) |
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/B2Q9fdF4kqIE3zhLl7BH1mcK0ZwV4s8I) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/8iwrSxtrTuM26hwx9XENHrt07BNzRm1M) |
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/OjzBvYmqvRgGDZoSLNJKuXh4jR44jKuY) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/bPdZKAKELkcOF64Y3sLTsNN3Mqr3ZkTE) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/SvYd1qYWIojEXXqpdAGDrnbSeAlBu1c3) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/B2Q9fdF4kqIE3zhLl7BH1mcK0ZwV4s8I) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/Mbt1OSPitXPdqtXKCjw9sv9pw36m8OyU) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/PSYmxO06m5pe4DO0LwoKLa2ZEgsSGdPF) |
8. |
Click on Lease Options tab. |
![](https://flydocssupport.kayako.com/media/url/egWOGgRk3S3FKl8qKo0cKjq2omZfBel1) |
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/B2Q9fdF4kqIE3zhLl7BH1mcK0ZwV4s8I) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/8iwrSxtrTuM26hwx9XENHrt07BNzRm1M) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/Mbt1OSPitXPdqtXKCjw9sv9pw36m8OyU) |
12. |
Click on EDIT Button. |
![](https://flydocssupport.kayako.com/media/url/NYbpFLp1OSzugrKVn5H23r8Ycbt9rCp4) |
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/rlZwrA3Uh714CR465TO4nE7oYAosKi2F) |
14. |
Click on SAVE Button. |
![](https://flydocssupport.kayako.com/media/url/7JdLTG57xnBC7TENXbVBtCJdPymGtZgo) |
15. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/ZSKsVEMZFX5rLTPiDQQqGbvYfZMBWvQt) |
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/OjzBvYmqvRgGDZoSLNJKuXh4jR44jKuY) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/bPdZKAKELkcOF64Y3sLTsNN3Mqr3ZkTE) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/SvYd1qYWIojEXXqpdAGDrnbSeAlBu1c3) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/B2Q9fdF4kqIE3zhLl7BH1mcK0ZwV4s8I) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/Mbt1OSPitXPdqtXKCjw9sv9pw36m8OyU) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/PSYmxO06m5pe4DO0LwoKLa2ZEgsSGdPF) |
8. |
Click on Lease Options tab. |
![](https://flydocssupport.kayako.com/media/url/egWOGgRk3S3FKl8qKo0cKjq2omZfBel1) |
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/B2Q9fdF4kqIE3zhLl7BH1mcK0ZwV4s8I) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/8iwrSxtrTuM26hwx9XENHrt07BNzRm1M) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/Mbt1OSPitXPdqtXKCjw9sv9pw36m8OyU) |
12. |
Click on DELETE Button. |
![](https://flydocssupport.kayako.com/media/url/3FR7kuiDGbpvqjX6g9tkLBnuFfMZUlPF) |
13. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/mTmEAuiy1xkFlMlf9KUlELo3ANDlYONR) |
14. |
Another Popup message will be open. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/U9aqmMjj8SWKhL0tunCNE2Hck5KV5bre) |
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/OjzBvYmqvRgGDZoSLNJKuXh4jR44jKuY) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/bPdZKAKELkcOF64Y3sLTsNN3Mqr3ZkTE) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/SvYd1qYWIojEXXqpdAGDrnbSeAlBu1c3) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/B2Q9fdF4kqIE3zhLl7BH1mcK0ZwV4s8I) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/Mbt1OSPitXPdqtXKCjw9sv9pw36m8OyU) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/PSYmxO06m5pe4DO0LwoKLa2ZEgsSGdPF) |
8. |
Click on Lease Options tab. |
![](https://flydocssupport.kayako.com/media/url/egWOGgRk3S3FKl8qKo0cKjq2omZfBel1) |
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/B2Q9fdF4kqIE3zhLl7BH1mcK0ZwV4s8I) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/8iwrSxtrTuM26hwx9XENHrt07BNzRm1M) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/tFR0lRBMul1p7YC1FQhYwyx4JEsSmVPW) |
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/lx0J70fWS4jrmGLpNXlLXewWVBViL4Mp) |
13. |
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
![](https://flydocssupport.kayako.com/media/url/KObGfqFriGRMmdZLEGhGkH49A9AdJCR1) |
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/OjzBvYmqvRgGDZoSLNJKuXh4jR44jKuY) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/bPdZKAKELkcOF64Y3sLTsNN3Mqr3ZkTE) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/SvYd1qYWIojEXXqpdAGDrnbSeAlBu1c3) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/B2Q9fdF4kqIE3zhLl7BH1mcK0ZwV4s8I) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/Mbt1OSPitXPdqtXKCjw9sv9pw36m8OyU) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/PSYmxO06m5pe4DO0LwoKLa2ZEgsSGdPF) |
8. |
Click on Lease Options tab. |
![](https://flydocssupport.kayako.com/media/url/egWOGgRk3S3FKl8qKo0cKjq2omZfBel1) |
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/B2Q9fdF4kqIE3zhLl7BH1mcK0ZwV4s8I) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/8iwrSxtrTuM26hwx9XENHrt07BNzRm1M) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/tFR0lRBMul1p7YC1FQhYwyx4JEsSmVPW) |
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/lx0J70fWS4jrmGLpNXlLXewWVBViL4Mp) |
13. |
Click on EXPORT button. |
![](https://flydocssupport.kayako.com/media/url/84jYOmjDrRjUoJ6vzhebI34vhi1vAot8) |
14. |
It will show you Popup asking whether you want to open or save file. |
![](https://flydocssupport.kayako.com/media/url/cRkKPlecnz75THa8z1DhS295VTSmHIAh) |
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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