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/HeSKBJVBgFMAtzqCW9nGBxHkuN8pONIm) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/5BdLoq35b5OcgzgJnVuqiuQLyoN2AUja) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/rB97PPKSDbAF9g18X8bdhSyqQ7o9nfeC) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/PMBl1pK7m7sMIB8DVQj1EmENZMqb9A9m) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/luzvr0TqpLODy0p2INkoPOebWy9fjM3I) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cMJsQY9b97NCi5TtKHe1U88WDPL6O4kZ) |
8. |
Click on Events of Default tab. |
![](https://flydocssupport.kayako.com/media/url/khtcUbrjKduzHp7QcujN9hjGReHoZyj9) |
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/PMBl1pK7m7sMIB8DVQj1EmENZMqb9A9m) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/uNrfdW8D3v1E1riBHuQ0PaNypeCqw3w7) |
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/HeSKBJVBgFMAtzqCW9nGBxHkuN8pONIm) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/5BdLoq35b5OcgzgJnVuqiuQLyoN2AUja) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/rB97PPKSDbAF9g18X8bdhSyqQ7o9nfeC) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/PMBl1pK7m7sMIB8DVQj1EmENZMqb9A9m) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/luzvr0TqpLODy0p2INkoPOebWy9fjM3I) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cMJsQY9b97NCi5TtKHe1U88WDPL6O4kZ) |
8. |
Click on Events of Default tab. |
![](https://flydocssupport.kayako.com/media/url/khtcUbrjKduzHp7QcujN9hjGReHoZyj9) |
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/PMBl1pK7m7sMIB8DVQj1EmENZMqb9A9m) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/uNrfdW8D3v1E1riBHuQ0PaNypeCqw3w7) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/luzvr0TqpLODy0p2INkoPOebWy9fjM3I) |
12. |
Click on EDIT Button. |
![](https://flydocssupport.kayako.com/media/url/3fkEwmXSpW1iYDj2B2kDKBHaf5GY1Usu) |
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/rOTpi1D89vd7KTEiF0pe5hXqPvPKj2ih) |
14. |
Click on SAVE Button. |
![](https://flydocssupport.kayako.com/media/url/1gUl63Sl8HLOYtNuAtnIfBhcgKlKnFis) |
15. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/dgGKtFUMEWACbS02axxV2Qj4vH2EAX9p) |
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/HeSKBJVBgFMAtzqCW9nGBxHkuN8pONIm) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/5BdLoq35b5OcgzgJnVuqiuQLyoN2AUja) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/rB97PPKSDbAF9g18X8bdhSyqQ7o9nfeC) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/PMBl1pK7m7sMIB8DVQj1EmENZMqb9A9m) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/luzvr0TqpLODy0p2INkoPOebWy9fjM3I) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cMJsQY9b97NCi5TtKHe1U88WDPL6O4kZ) |
8. |
Click on Events of Default tab. |
![](https://flydocssupport.kayako.com/media/url/khtcUbrjKduzHp7QcujN9hjGReHoZyj9) |
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/PMBl1pK7m7sMIB8DVQj1EmENZMqb9A9m) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/uNrfdW8D3v1E1riBHuQ0PaNypeCqw3w7) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/luzvr0TqpLODy0p2INkoPOebWy9fjM3I) |
12. |
Click on DELETE Button. |
![](https://flydocssupport.kayako.com/media/url/z1SrwBC9LnjB12lY0nLHK2nKwJTIqfk5) |
13. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/zpQgQY260MsR73Bl4FPEWP2ngIIWk1Kw) |
14. |
Another Popup message will be open. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/AI3107Zi9gh71A9oYm6qHn3PnFwJDqp0) |
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/HeSKBJVBgFMAtzqCW9nGBxHkuN8pONIm) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/5BdLoq35b5OcgzgJnVuqiuQLyoN2AUja) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/rB97PPKSDbAF9g18X8bdhSyqQ7o9nfeC) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/PMBl1pK7m7sMIB8DVQj1EmENZMqb9A9m) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/luzvr0TqpLODy0p2INkoPOebWy9fjM3I) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cMJsQY9b97NCi5TtKHe1U88WDPL6O4kZ) |
8. |
Click on Events of Default tab. |
![](https://flydocssupport.kayako.com/media/url/khtcUbrjKduzHp7QcujN9hjGReHoZyj9) |
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/PMBl1pK7m7sMIB8DVQj1EmENZMqb9A9m) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/uNrfdW8D3v1E1riBHuQ0PaNypeCqw3w7) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/Rp8Phpxkznvx3uViLL58hRN1NfX6SokC) |
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/i0AJyay7M4X6nD8kd9kYPr3yWzoPMmyy) |
13. |
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
![](https://flydocssupport.kayako.com/media/url/P5yaGJezK2nrUMJVuDAKcTFAIEMJPv3W) |
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/HeSKBJVBgFMAtzqCW9nGBxHkuN8pONIm) |
3. |
Hover on Lease Management and click on the Engine Tab. |
![](https://flydocssupport.kayako.com/media/url/5BdLoq35b5OcgzgJnVuqiuQLyoN2AUja) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/rB97PPKSDbAF9g18X8bdhSyqQ7o9nfeC) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/PMBl1pK7m7sMIB8DVQj1EmENZMqb9A9m) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/luzvr0TqpLODy0p2INkoPOebWy9fjM3I) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cMJsQY9b97NCi5TtKHe1U88WDPL6O4kZ) |
8. |
Click on Events of Default tab. |
![](https://flydocssupport.kayako.com/media/url/khtcUbrjKduzHp7QcujN9hjGReHoZyj9) |
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/PMBl1pK7m7sMIB8DVQj1EmENZMqb9A9m) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/uNrfdW8D3v1E1riBHuQ0PaNypeCqw3w7) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/Rp8Phpxkznvx3uViLL58hRN1NfX6SokC) |
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/i0AJyay7M4X6nD8kd9kYPr3yWzoPMmyy) |
13. |
Click on EXPORT button. |
![](https://flydocssupport.kayako.com/media/url/aK2dAGbmZG8CaSL5TFHhEeKiwK0y4tOo) |
14. |
It will show you Popup asking whether you want to open or save file. |
![](https://flydocssupport.kayako.com/media/url/SFoDQjAwUsSWLJqXsJy5ZKf2igLEZWLP) |
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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