Allows user to execute an approved Investment Plan. (Not restricted by user)
PIC can click on Investment module from the left menu.
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.
All relevant matches will be displayed in the resultant table.
Click on the ID number on the left on the Investment Plan that needs to be executed. Status of the Investment Plans status has to be Approved.
To start executing the Investment Plan, click on the execute button.
Fill in all the revelant information. If there are insufficient information, user can choose to save changes first and come back to mark this investment plan as executed at a later stage with more information. User need to choose the approving manager from the dropdown list. Once the Approver, Manager and AGM has been chosen, the Mark as Executed button will appear. When the investment is Mark as Executed, the approving managers will receive an email notification regarding this completion request.
