Complete an Investment Plan

Allows Manager to complete an Investment Plan. Only Investment Plans with status EXECUTED requires the Manager's Completion.

1. Manager, Approver and AGM will receive an email notification regarding this Completion request. Manager can click on the URL link provided to gain access to the Investment Plan in M-DB after logging in. From here please go to step 6.

   
2. Alternatively, Manager, Approver and AGM can click on Investment module from the left menu.

3. 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.

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

   
5. Click on the ID number on the left on the Investment Plan that needs to be completed. The status Investment Plans status should be EXECUTED before completion.

6. To complete an Investment Plan, click on the Mark as Complete button. This Investment plan will be marked as complete and no further editing is allowed after this action.