Self-Serve Portal
  • 16 Feb 2024
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Self-Serve Portal

  • Sombre
    Lumière
  • PDF

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Résumé de l’article

Dashboard Page

The Dashboard Page displays all the configured widgets. You can add and manage widgets using the Dashboard page.

  1. Log in to the Asset Track™ Participants account.

After login, the Dashboard is the default page.

  1. Alternatively, click on the Dashboard page from the left navigation panel.

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Dashboard View


Business Workflows Page

A Business Workflow is a contract between/among the organizations or departments of an organization and defines the path an Asset can take during its lifecycle.

Most of the functions are performed at the Business Workflows. The business workflow tiles contain the workflow's name and count of the prebuilt filers values.
Currently, the business workflow tile showcases details about:

  1. Pending Acceptance: Invoices; the participant user has not accepted for possession.

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Business Workflows page

  1. Dispute Raised: Invoices currently in dispute.

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Business Workflows page

The Business Workflows page lists all the Business Workflows assigned to the participant account.


Instance Listing Page

  1. Click on the Business Workflows from the left navigation panel.

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Business Workflow Page

  1. From the Business Workflows page, click on the desired Business workflow, and then the Instance Listing Page appears.

All the instances of the selected Business Workflow appear on this page.

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Load Listing page


Instance Details Page

The Instance Details Page contains detailed information about an invoice. This page contains all the process related attributes and respective data. All invoice related operations are also performed on this page.

  1. Click on the Business Workflows from the left Navigation Panel.

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Business Workflow Page

  1. From the Business Workflows page, click on the desired Business workflow, and then the Instance Listing Page appears.

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Load Listing page

  1. Click on the View Details icon of the desired instance located under the Actions column.

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View Details icon

Actions Column

The Actions column is the right-most column on the Instance Listing page. This column contains several icons to perform instance-related actions from the Instance Listing page.

  1. Next, the instance details page appears, view all the Details related to the specific instance (invoice) on this page.

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View Details icon


Master Tables Page

The Master Table is the third option in the left navigation panel. It displays all Master Rate tables on the platform like Fuel Price, Airport_TB, Airline Name and Customer location etc.

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Master Tables page

To change the layout of the master table tiles, select the Grid or List view as desired.

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Grid Layout icons

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List Layout icons



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