Plan Details


Name
Plan Purchase and Finance
Label
Comments
Order
Update Date
7/05/2021 8:56:35 AM
Update User
Code

Capture | Edit | Delete | Back to previous

Actions

Actions

Create New

Action Name Trigger Status End Status Command File Name Comments Order Update Date Update User
Edit
Details
Delete
Upload File
Sign PA on New New Awaiting_Approval sign primary, guarantor PA Primary Guarantor.docx 1 7/05/2021 8:56:35 AM
Edit
Details
Delete
Upload File
Approve Finance Awaiting_Approval Approved approve finance company 2 7/05/2021 8:56:35 AM
Edit
Details
Delete
Upload File
Sign FA on Approval Approved Completed sign primary, guarantor FA Primary Guarantor.docx 3 7/05/2021 8:56:35 AM
Edit
Details
Delete
Upload File
Notify on Completion Completed notify finance company, primary 4 7/05/2021 8:56:35 AM
Roles

Roles

Create New

Role Name Comments Order Embedded Is User Update Date Update User
Edit | Details | Delete Primary No No 7/05/2021 8:56:35 AM
Edit | Details | Delete Guarantor No No 7/05/2021 8:56:35 AM
Edit | Details | Delete Finance Company No Yes 7/05/2021 8:56:35 AM