How do I View Category Management in Propeller for Lease Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Lease Management Tab. | |
4. | Click on the Propeller Tab. | |
5. | Select the Client in the dropdown list. | |
6. | Select the row data in the grid. | |
7. | Click on View icon. It will open a new window. | |
8. | Select the row data in the grid. | |
9. | Click on the View button. It will open a new window. | |
10. | Click on the Managers Tab. | |
11. | Click on View icon which is on the top right corner. It will open the template in a new window. | |
12. | Click on the Category Management button. It will open a new window. |
How do I Edit Category Management in Propeller for Lease Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Lease Management Tab. | |
4. | Click on the Propeller Tab. | |
5. | Select the Client in the dropdown list. | |
6. | Select the row data in the grid. | |
7. | Click on the view icon. It will open a new window. | |
8. | Select the row data in the grid. | |
9. | Click on the View button. It will open a new window. | |
10. | Click on the Managers Tab. | |
11. | Click on View icon which is on the top right corner. It will open the template in a new window. | |
12. | Click on Category Management Button. It will open a new window. | |
13. | Select the row data in the grid. | |
14. | Click on the Edit button. | |
15. | Fill the fields as per the requirement. | |
16. | Click on the Save button to save the data. | |
17. | It will open a Popup message. Click on OK. |
How do I Delete Category Management in Propeller for Lease Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Lease Management Tab. | |
4. | Click on the Propeller Tab. | |
5. | Select the Client in the dropdown list. | |
6. | Select the row data in the grid. | |
7. | Click on the view icon. It will open a new window. | |
8. | Select the row data in the grid. | |
9. | Click on the View button. It will open a new window. | |
10. | Click on the Managers Tab. | |
11. | Click on view icon which is on the top right corner. It will open the template in a new window. | |
12. | Click on Category Management Button. It will open a new window. | |
13. | Select the row data in the grid. | |
14. | Click on Delete Button. | |
15. | It will open a Popup message. Click on OK. | |
16. | Another Popup message will be open. Click on OK. |
How do I View Audit Trail of Category Management in Propeller for Lease Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Lease Management Tab. | |
4. | Click on the Propeller Tab. | |
5. | Select the Client in the dropdown list. | |
6. | Select the row data in the grid. | |
7. | Click on the view icon. It will open a new window. | |
8. | Select the row data in the grid. | |
9. | Click on the View button. It will open a new window. | |
10. | Click on the Managers Tab. | |
11. | Click on view icon which is on the top right corner. It will open the template in a new window. | |
12. | In a new window, Click on Category Management Button. It will open a new window. | |
13. | Click on the Audit Trail button. It will open the Audit Trail page in a new window. | |
14. | Select filter types to filter the Audit Trail Report. | |
15. | Click on the Filter button to show filtered data into the grid. |
How do I Export audit trail of Category Management in Propeller for Lease Management?
1. | Login to your account using your current username and password. | |
2. | Click on the Asset / Lease Management Tab. | |
3. | Click on the Lease Management Tab. | |
4. | Click on the Propeller Tab. | |
5. | Select the Client in the dropdown list. | |
6. | Select the row data in the grid. | |
7. | Click on the view icon. It will open a new window. | |
8. | Select the row data in the grid. | |
9. | Click on the View button. It will open a new window. | |
10. | Click on the Managers Tab. | |
11. | Click on view icon which is on the top right corner. It will open the template in a new window. | |
12. | In a new window, Click on Category Management Button. It will open a new window. | |
13. | Click on the Audit Trail button. It will open the Audit Trail page in a new window. | |
14. | Select filter types to filter the Audit Trail Report. | |
15. | Click on the Filter button to show filtered data into the grid. | |
16. | Click on the Export button. | |
17. | It will show you Popup asking whether you want to open or save the file. |
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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