Table of Contents : |
How do I add an Approval Level?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Master tab then Hover over the Authorisation and Training Records and Click on Manage Approval Level tab. | |
3. | Select Client from list. It will load data into grid. | |
4. | Click on ADD button. | |
5. | Select Approval level and Enter Description. | |
6. | Select Status from list. | |
7. | Tick the tick box for which you want to give permission. Note: For e.g, we have given permission for Edit Live Authorisations as shown in image. |
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8. | Click on SAVE button. |
How do I edit an Approval Level?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Master tab then Hover over the Authorisation and Training Records and Click on Manage Approval Level tab. | |
3. | Select Client from list. It will load data into grid. | |
4. | Select the record that you want to edit. | |
5. | Click on EDIT button. | |
6. | Select Approval level and Enter Description. | |
7. | Select Status from list. | |
8. | Tick the tick box for which you want to give permission. Note: For e.g, we have given permission for Edit Live Authorisations as shown in image. |
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9. | Click on SAVE button. |
How do I delete an Approval Level?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Master tab then Hover over the Authorisation and Training Records and Click on Manage Approval Level tab. | |
3. | Select Client from list. It will load data into grid. | |
4. | Select the record that you want to delete. | |
5. | Click on DELETE button. | |
6. | It will show you Pop up message. Click on OK button. | |
7. | It will show you Pop up message. Click on OK button. |
Lauren Partridge
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