- 20 Feb 2023
- 1 Minute à lire
- Impression
- SombreLumière
- PDF
Update
- Mis à jour le 20 Feb 2023
- 1 Minute à lire
- Impression
- SombreLumière
- PDF
To update a Participant on the DL Asset Track™ platform, follow the steps listed below:
Log in to the DL Asset Track™ platform Operator account.
Click on the Participants page on the left Navigation Panel.
All the Participants are displayed on the listing page.
Participants - Records
- Click on the Pencil icon under the Actions column against the desired Participant.
Pencil Icon
- 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.
Update Participant
Once updated, a notification appears, "Workflow participant updated successfully” at the bottom left of the screen.
Workflow participant update notification
- To edit Business Entities mapped to a Participant, click on the Page icon under the Actions column against the desired Participant.
Edit Business Entity
- 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.
Select Business Entity
Select all Business Entity
- Click Update to map the Business Entities.
Once updated, a notification appears "Participant has been successfully mapped to the business entity.”
Update notification