Table of Contents |
1. | Login to your account using the username and password provided. | |
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 Managers Tab. | |
9. | Click on view icon which is on top right corner. It will open template in a new window. | |
10. | Hover on the Controls and Click on Manage Work Status List option. It will open new window. | |
11. | Click on ADD button. | |
12. | Add Status Title and select status colour form the list. | |
13. | Click on SAVE button. | |
14. | It will open a Popup message. Click on OK. |
1. | Login to your account using the username and password provided. | |
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 Managers Tab. | |
9. | Click on view icon which is on top right corner. It will open template in a new window. | |
10. | Hover on the Controls and Click on Manage Work Status List option. It will open new window. | |
11. | Select the row from the grid. | |
12. | Click on EDIT button. | |
13. | Add Status Title and select status colour form the list. | |
14. | Click on SAVE button. | |
15. | It will open a Popup message. Click on OK. |
How do I delete a work status?
1. | Login to your account using the username and password provided. | |
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 Managers Tab. | |
9. | Click on view icon which is on top right corner. It will open template in a new window. | |
10. | Hover on the Controls and Click on Manage Work Status List option. It will open new window. | |
11. | Select the row from the grid. | |
12. | Click on DELETE button. | |
13. | It will open a Popup message. Click on OK. | |
14. | Another Popup message will be open. Click on OK. |
How do I reorder work status row?
1. | Login to your account using the username and password provided. | |
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 Managers Tab. | |
9. | Click on view icon which is on top right corner. It will open template in a new window. | |
10. | Hover on the Controls and Click on Manage Work Status List option. It will open new window. | |
11. | Select the row from the grid. | |
12. | Click on move Icon to move your row upward/downward. | |
13. | It will open a Popup message. Click on OK. |
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 Managers Tab. | |
9. | Click on view icon which is on top right corner. It will open template in a new window. | |
10. | Hover on the Controls and Click on Manage Work Status List option. It will open new window. | |
11. | Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. | |
12. | Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. | |
13. | Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
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 Managers Tab. | |
9. | Click on view icon which is on top right corner. It will open template in a new window. | |
10. | Hover on the Controls and Click on Manage Work Status List option. It will open new window. | |
11. | Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. | |
12. | Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. | |
13. | Click on EXPORT button. | |
14. | 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. |
Lauren Partridge
Comments