Documentation | User Guide

Documentation | User Guide

Create an audit step

This page explains how to create report names.

Step 1 - Go to the page List of Report Names

  1. Go to the Administration module;
  2. Choose the Base Tables option;
  3. Select the Balance option;
  4. Click the Audit Steps menu. This action opens the Maintenance Audit Step page (509:2015);

Step 2 - Create an audit step

  1. Click the Create button. This action opens the Audit Step pop-up window;
  2. Fill out the required fields (identified with a red star *). For example, Audit Step Description, Order Step, etc.;
  3. Click the Save button. This action confirms the creation of the audit step and updates the Maintenance Audit Step page (509:2015).