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How do I manage Transactions?

Table of Contents

How do I view Transactions?

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 VIEW button. It will open new window.
8. Click on Maintenance Events tab.
9. Select the row from the grid.
10. Click on MANAGE button.
11. Click on Transactions tab.

How do I add Transaction?

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 EDIT button. It will open a new window.

Note: EDIT button is disable, if "Work Status" is "Approved".
8. Click on Maintenance Events tab.
9. Select the row from the grid.
10. Click on MANAGE button.
11. Click on Transactions tab.
12. Click on ADD button.
13. Fill the required details.
14. Click on SAVE button.
15. It will open a Popup message. Click on OK.
16. It will open a Popup message. Click on OK.

How do I delete Transaction?

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 EDIT button. It will open a new window.

Note: EDIT button is disable, if "Work Status" is "Approved".
8. Click on Maintenance Events tab.
9. Select the row from the grid.
10. Click on MANAGE button.
11. Click on Transactions tab.
12. In a new window, Select the row from the grid. The row will become highlighted once selected.
13. Click on DELETE button.
14. It will open a Popup message. Click on OK.
15. It will open a Popup message. Click on OK.

How do I filter audit trail of Transactions?

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 VIEW button. It will open new window.
8. Click on Maintenance Events tab.
9. Select the row from the grid.
10. Click on MANAGE button.
11. Click on Transactions tab.
12. Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
13. Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
14. Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.

How do I export audit trail of Transactions?

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 VIEW button. It will open new window.
8. Click on Maintenance Events tab.
9. Select the row from the grid.
10. Click on MANAGE button.
11. Click on Transactions tab.
12. Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
13. Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
14. Click on EXPORT button.
15. 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.
Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted
  3. Updated

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