Initiating A New Short Term Placement #
To create a new short term placement for a client, users with the permission Create Short Term Placement – View Short Term Placement navigate to short term placement which is directly under Report on the sidebar. Click on the New Short Term Placement Button at the top right corner of the page.
A modal form is displayed after hitting the button, fill all required fields and submit the form.
To approve this placement, click on the dropdown arrow on the Action column and click on the Approve button. A modal with the investment details is displayed, Select Approved in the Status field on the modal and submit the application.
Now that you have approved the investment, It still needs to be activated. To do this click on the dropdown arrow on the Action column and click on the Activate button. A modal with the investment details is displayed alongside a datepicker to choose the activation date. Select a date and click on the Activate button.
