Ask for a change
Goal
Ask for a change to the bank's structure — rename a branch, move a position, transfer somebody — and send it for approval.
Prerequisites
- You hold Banking organisation — request changes.
Start from the record
- Open the unit, the position or the person the change is about.
- Press Request change and choose what you want:
| On | You can ask to |
|---|---|
| a unit | rename it, move it, change who heads it, close it, add a unit under it, add a position in it |
| a position | seat somebody in it, rename it, move it, change who it reports to, extend it, close it |
| a person | transfer them, assign them, give them a temporary assignment, end their assignment |
- A new request opens, already about that record.
Say what it proposes
Fill in only what your kind of request needs, under What it proposes: a New name, the unit it goes In, the Position somebody takes, Until when. Give an Effective date and a Reason, and press Save.
Submit it
Set the state to Submitted and press Save. The request writes down the changes it will make and how things stand now, and goes for approval.
A request that does not say enough is refused, with a message saying what is missing — a move with nowhere to go, a transfer of somebody who holds no position. Fix it and submit it again.
While it is being approved
You cannot edit a submitted request. You can withdraw it (set it to Cancelled). If an approver returns it, it comes back as Returned with their note, and you can change it and submit it again.