How do I view Category Management?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/4pUvYFxv2lQTYSaHWcFDAi63Wvn7eIEC) |
3. |
Hover on Lease Management and click on the APU Tab. |
![](https://flydocssupport.kayako.com/media/url/jbE1IO5H7n6CFQIP0C0GHKQRObCqBEbU) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/W2BmzKBroSbZnYD5XMWWHboXyTtf6cUv) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/02lMRaUOBrTA3TqEWe2ivDm4h00RKmqU) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/H9mHWIMoyqFqj3tKRt2OKxMCqlB1m1OF) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cQwVJ9s4GSgAL3YmSSgaMfW4g89XSpmy) |
8. |
Click on Exceptions To Acceptance tab. |
![](https://flydocssupport.kayako.com/media/url/8FOZ4iNvuUHO4NCdvTYhEUE8wAkm4DYi) |
9. |
Click on view icon which is on top right corner. It will open template in a new window. |
![](https://flydocssupport.kayako.com/media/url/02lMRaUOBrTA3TqEWe2ivDm4h00RKmqU) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/WoXewqMWgPFv4Jc45RtlzxxDkHa3P3Hg) |
How do I edit Category Management?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/4pUvYFxv2lQTYSaHWcFDAi63Wvn7eIEC) |
3. |
Hover on Lease Management and click on the APU Tab. |
![](https://flydocssupport.kayako.com/media/url/jbE1IO5H7n6CFQIP0C0GHKQRObCqBEbU) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/W2BmzKBroSbZnYD5XMWWHboXyTtf6cUv) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/02lMRaUOBrTA3TqEWe2ivDm4h00RKmqU) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/H9mHWIMoyqFqj3tKRt2OKxMCqlB1m1OF) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cQwVJ9s4GSgAL3YmSSgaMfW4g89XSpmy) |
8. |
Click on Exceptions To Acceptance tab. |
![](https://flydocssupport.kayako.com/media/url/8FOZ4iNvuUHO4NCdvTYhEUE8wAkm4DYi) |
9. |
Click on view icon which is on top right corner. It will open template in a new window. |
![](https://flydocssupport.kayako.com/media/url/02lMRaUOBrTA3TqEWe2ivDm4h00RKmqU) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/WoXewqMWgPFv4Jc45RtlzxxDkHa3P3Hg) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/H9mHWIMoyqFqj3tKRt2OKxMCqlB1m1OF) |
12. |
Click on EDIT Button. |
![](https://flydocssupport.kayako.com/media/url/ovBm5VcEO34nEZcMv8KY0yeanHOrDM0e) |
13. |
Fill the Category Name, Select radio button of Manage User Groups & Select User Groups to View from the dropdown list. |
![](https://flydocssupport.kayako.com/media/url/hamNVItoF4IlHGEH7Bsz6dMari7iY6Lz) |
14. |
Click on SAVE Button. |
![](https://flydocssupport.kayako.com/media/url/2UAC3mIjwy10fxCtEqnrgRgwJGFIdKbM) |
15. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/orbuRbCy6oVFGyzBDegxLgCgpJ3gftsq) |
How do I delete Category Management?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/4pUvYFxv2lQTYSaHWcFDAi63Wvn7eIEC) |
3. |
Hover on Lease Management and click on the APU Tab. |
![](https://flydocssupport.kayako.com/media/url/jbE1IO5H7n6CFQIP0C0GHKQRObCqBEbU) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/W2BmzKBroSbZnYD5XMWWHboXyTtf6cUv) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/02lMRaUOBrTA3TqEWe2ivDm4h00RKmqU) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/H9mHWIMoyqFqj3tKRt2OKxMCqlB1m1OF) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cQwVJ9s4GSgAL3YmSSgaMfW4g89XSpmy) |
8. |
Click on Exceptions To Acceptance tab. |
![](https://flydocssupport.kayako.com/media/url/8FOZ4iNvuUHO4NCdvTYhEUE8wAkm4DYi) |
9. |
Click on view icon which is on top right corner. It will open template in a new window. |
![](https://flydocssupport.kayako.com/media/url/02lMRaUOBrTA3TqEWe2ivDm4h00RKmqU) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/WoXewqMWgPFv4Jc45RtlzxxDkHa3P3Hg) |
11. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/H9mHWIMoyqFqj3tKRt2OKxMCqlB1m1OF) |
12. |
Click on DELETE Button. |
![](https://flydocssupport.kayako.com/media/url/ShV8HBEAYVFsvkBdVTfELAXPWNsLbTq4) |
13. |
It will open a Popup message. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/INGQJuD0wcbJDnfzKMDF6YEwREcG0sGm) |
14. |
Another Popup message will be open. Click on OK. |
![](https://flydocssupport.kayako.com/media/url/5ilreGQqnkQxFBUBSqnDdk5DQ2CrNMom) |
How do I view audit trail of Category Management?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/4pUvYFxv2lQTYSaHWcFDAi63Wvn7eIEC) |
3. |
Hover on Lease Management and click on the APU Tab. |
![](https://flydocssupport.kayako.com/media/url/jbE1IO5H7n6CFQIP0C0GHKQRObCqBEbU) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/W2BmzKBroSbZnYD5XMWWHboXyTtf6cUv) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/02lMRaUOBrTA3TqEWe2ivDm4h00RKmqU) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/H9mHWIMoyqFqj3tKRt2OKxMCqlB1m1OF) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cQwVJ9s4GSgAL3YmSSgaMfW4g89XSpmy) |
8. |
Click on Exceptions To Acceptance tab. |
![](https://flydocssupport.kayako.com/media/url/8FOZ4iNvuUHO4NCdvTYhEUE8wAkm4DYi) |
9. |
Click on view icon which is on top right corner. It will open template in a new window. |
![](https://flydocssupport.kayako.com/media/url/02lMRaUOBrTA3TqEWe2ivDm4h00RKmqU) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/WoXewqMWgPFv4Jc45RtlzxxDkHa3P3Hg) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/DrvYmqpdwqq5tR8XrJFnEjuXyP02YtAg) |
12. |
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. |
![](https://flydocssupport.kayako.com/media/url/vKwn4yAFOTsfyIGLxM6Fg1JU5ObIdjej) |
13. |
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
![](https://flydocssupport.kayako.com/media/url/dyyucltqM9hKqXXYgBp2nWw7CxqTQfaT) |
How do I export audit trail of Category Management?
1. |
Login to your account using your current username and password. |
|
2. |
Click on the Asset / Lease Management Tab. |
![](https://flydocssupport.kayako.com/media/url/4pUvYFxv2lQTYSaHWcFDAi63Wvn7eIEC) |
3. |
Hover on Lease Management and click on the APU Tab. |
![](https://flydocssupport.kayako.com/media/url/jbE1IO5H7n6CFQIP0C0GHKQRObCqBEbU) |
4. |
Select Client. |
![](https://flydocssupport.kayako.com/media/url/W2BmzKBroSbZnYD5XMWWHboXyTtf6cUv) |
5. |
Go to end of that row and Click on view icon. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/02lMRaUOBrTA3TqEWe2ivDm4h00RKmqU) |
6. |
Select the row from the grid. |
![](https://flydocssupport.kayako.com/media/url/H9mHWIMoyqFqj3tKRt2OKxMCqlB1m1OF) |
7. |
Click on VIEW button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/cQwVJ9s4GSgAL3YmSSgaMfW4g89XSpmy) |
8. |
Click on Exceptions To Acceptance tab. |
![](https://flydocssupport.kayako.com/media/url/8FOZ4iNvuUHO4NCdvTYhEUE8wAkm4DYi) |
9. |
Click on view icon which is on top right corner. It will open template in a new window. |
![](https://flydocssupport.kayako.com/media/url/02lMRaUOBrTA3TqEWe2ivDm4h00RKmqU) |
10. |
In a new window, Click on Category Management Button. It will open new window. |
![](https://flydocssupport.kayako.com/media/url/WoXewqMWgPFv4Jc45RtlzxxDkHa3P3Hg) |
11. |
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. |
![](https://flydocssupport.kayako.com/media/url/DrvYmqpdwqq5tR8XrJFnEjuXyP02YtAg) |
12. |
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc. |
![](https://flydocssupport.kayako.com/media/url/vKwn4yAFOTsfyIGLxM6Fg1JU5ObIdjej) |
13. |
Click on EXPORT button. |
![](https://flydocssupport.kayako.com/media/url/SjONFLd490SOnK7RyrHJvaykHQwTeg2b) |
14. |
It will show you Popup asking whether you want to open or save file. |
![](https://flydocssupport.kayako.com/media/url/KPWG2x3KmU2fC3ztHEQ7xV4nGRR6XDOM) |
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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