Approve or Reject Investment Plan

Allows Manager to approve or reject an Investment Plan. Only Investment Plans with status NEW requires the Manager's attention.

1. Manager can click on Investment module from the left menu.

2. Select the Correct plant and Department information from the drop down list and input the tag number that you are searching for. You can input a sub-string of the tag number instead of the full tag number, i.e. you can input 101 to locate a tag number A-101. Hit "Enter" to invoke the search. You can filter the result by selecting the status.

   
3. All relevant matches will be displayed in the resultant table.

   
4. Click on the ID number on the left on the Investment Plan that needs to be approve or reject. Before approval, all Investment Plans status is NEW.

5. To approve an Investment Plan, click on the approved button. This Investment plan will be assigned a PIC by choosing the PIC from the dropdown list. The status of the Investment Plan now becomes APPROVED.

   
6. To reject an Investment Plan, click on the REJECT button. Manager will be able to leave remarks on the Rejection reasons. The status of the Investment Plan now becomes REJECTED.

   
7. For rejected Investmet Plan, user can edit the information in it. Upon saving the edited plan, the status of the rejected Investment Plan will automatically become NEW. Manager can again approve or reject by going back to step 5.