How do I view email templates in the engine for Utilisation Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Utilisation Management tab. | |
4. | Select the Engine tab. | |
5. | Hover on the Controls button and click on the Manage Email Template. It will open in a new window. | |
6. | Select the Client in the dropdown list. |
How do I add an email template in the engine for Utilisation Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Utilisation Management tab. | |
4. | Select the Engine tab. | |
5. | Hover on the Controls button and click on the Manage Email Template. It will open in a new window. | |
6. | Select the Client in the dropdown list. | |
6. | Click on the ADD button to add the data. | |
7. | Fill the required details. | |
8. | Once you add the data you can click on the Save button to show one popup message for save data. | |
9. | Click on the Ok button to save the data. |
How do I edit the email template in the engine for Utilisation Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Utilisation Management tab. | |
4. | Select the Engine tab. | |
5. | Hover on the Controls button and click on the Manage Email Template. It will open in a new window. | |
6. | Select the Client in the dropdown list. | |
6. | Click the asset from the grid, to be edited. | |
7. | Click on the Edit button. | |
8. | Fill the required details. | |
9. | Once you add the data you can click on the Save button to show one popup message for save data. | |
10. | Click on the Ok button to save the data. |
How do I delete the email template in the engine for Utilisation Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Utilisation Management tab. | |
4. | Select the Engine tab. | |
5. | Hover on the Controls button and click on the Manage Email Template. It will open in a new window. | |
6. | Select the Client in the dropdown list. | |
7. | Click the asset from the grid, to be deleted. | |
8. | Click on the Delete button. | |
9. | It will open a Popup message. Click on OK. | |
10. | Another Popup message will be open. Click on OK. |
How do I view an audit trail of an email template for Utilisation Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Utilisation Management tab. | |
4. | Select the Engine tab. | |
5. | Hover on the Controls button and click on the Manage Email Template. It will open in a new window. | |
6. | Select the Client in the dropdown list. | |
6. | Click on the Audit Trail button. It will open the Audit Trail page in a new window. | |
7. | Select filter types to filter the Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by the client, etc. | |
8. | Click on the Filter button to filter the Audit Trail report. It will show filtered data into the grid. |
How do I export audit trail of email template for Utilisation Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Utilisation Management tab. | |
4. | Select the Engine tab. | |
5. | Hover on the Controls button and click on the Manage Email Template. It will open in a new window. | |
6. | Select the Client in the dropdown list. | |
7. | Click on the Audit Trail button. It will open the Audit Trail page in a new window. | |
8. | Select filter types to filter the Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client, etc. | |
9. | Click on the FILTER button to filter the Audit Trail report. It will show filtered data into the grid. | |
9. | Click on the Export button. | |
10. | It will show you Popup asking whether you want to open or save the file. |
Lauren Partridge
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