Update
  • 20 Feb 2023
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Update

  • Sombre
    Lumière
  • PDF

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Résumé de l’article

To update a Participant on the DL Asset Track™ platform, follow the steps listed below:

  1. Log in to the DL Asset Track™ platform Operator account.

  2. Click on the Participants page on the left Navigation Panel.

All the Participants are displayed on the listing page.

Participants - update_Participants.jpg

Participants - Records

  1. Click on the Pencil icon under the Actions column against the desired Participant.

Participants - update_Pencil Icon.jpg

Pencil Icon

  1. On Update window, as per your requirement, update the First Name, Last Name, Preferred Language, Contact Number, Address Line 1, Address Line 2, Country, State, City, and Zipcode in the respective fields of the Participants.

In the Update window, the Business Entities field cannot be updated.

Participants - update_Update Participant window form.jpg

Update Participant

Once updated, a notification appears, "Workflow participant updated successfully” at the bottom left of the screen.

Participants - update_Workflow participant update notification.jpg

Workflow participant update notification

  1. To edit Business Entities mapped to a Participant, click on the Page icon under the Actions column against the desired Participant.

Participants - update_Edit Business Entity.jpg

Edit Business Entity

  1. On Update Business Entity window, users can select or deselect Business Entities mapped to a Participant.

Check the option Select all Business Entity to select all the available Business Entities.

Participants - update_Update Business Entity window form.jpg

Select Business Entity

Participants - update_Select all Business Entity.jpg

Select all Business Entity

  1. Click Update to map the Business Entities.

Once updated, a notification appears "Participant has been successfully mapped to the business entity.”

Participants - update_Update notification.jpg

Update notification


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