Register of Managers

Display the list of Managers for this client.

Add New Manager

1. On the client menu, click on “Register of Managers”.
2. Click on “Add Manager”.
3. Only a Directors can be a manager, so the list of Directors is presented. Select a Director from the list. If there is no Directors currently appointed for the current client, then you cannot proceed.
4. A confirmation prompt appears, click OK.
5. A “New Manager” form appears. Please fill up the form;
   • Date of Appointment: Set date of appointment.
   • Date Ceased: Set date ceased as Manager (if applicable).
   • Residential Address: Select the correct residential address.
   • Service Address: Select the correct service address.
   • Document Upload: Upload any related document.
6. Click on the button “Add Manager” to continue.
7. Page will refresh back to the Register of Managers listing.
8. The Generate Register button is displayed now that there at least 1 Manager.
9. Clicking on that will generate a drop-down where you can generate a PDF format with or without the ceased members.

Set Manager As Ceased

1. On the client menu, click on “Register of Managers”.
2. List of existing Managers is displayed. Click on any Manager.
3. Click on the button labelled “EDIT” in the MANAGER INFORMATION section.
4. In the “Edit Manager Details” form, set the date in the field “Date Ceased (if applicable)”.
5. Click on “Update” button.
6. A prompt will appear informing that the Manager has been updated and the page refreshes back to the Manager Information.
7. Check under the “MANAGER INFORMATION” section and the date ceased will be already updated.