How do I manage base locations for individual client?

How do I add Base Location?

1.	Login to your account using the username and password provided.
2.	Hover over the Clients tab and Click on the Main Client Info tab.
3.	Go to grid and Select Company for which you want to add Base Location.
4.	Click on BASE LOCATION button. It will open new window.
5.	Tick the tick box against the BASE CODE that you want to add.
6.	Click on the SAVE button.
7.	It will show you Pop up message. Click on the OK button.

How do I remove Base Location?

1.	Login to your account using the username and password provided.
2.	Hover over the Clients tab and Click on the Main Client Info tab.
3.	Go to grid and Select Company for which you want remove Base locations.
4.	Click on BASE LOCATION button. It will open new window.
5.	Untick the tick box against the BASE CODE that you want to remove.
6.	Click on the SAVE button.
7.	It will show you Pop up message. Click on OK button.

How do I view an Audit Trail?

1.	Login to your account using the username and password provided.
2.	Hover over the Clients tab and Click on the Main Client Info tab.
3.	Go to grid and Select Company for which you want to add Base Location.
4.	Click on BASE LOCATION button. It will open new window.
3.	Click on AUDIT TRAIL button. It will open Audit Trail in a new window.
5.	Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date etc.
6.	Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.

How do I export an Audit Trail?

1.	Login to your account using the username and password provided.
2.	Hover over the Clients tab and Click on the Main Client Info tab.
3.	Go to grid and Select Company for which you want to add Base Location.
4.	Click on BASE LOCATION button. It will open new window.
5.	Click on AUDIT TRAIL button. It will open Audit Trail in a new window.
6.	Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date etc.
7.	Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.
8.	Click on EXPORT button.
9.	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.