Available Actions

Available Actions#

Learn about the actions you can perform from the Directive Details page.

Action Buttons#

Depending on the directive status and your permissions, various action buttons may be available:

For Pending Directives#

  • Approve - Approve the directive for processing

  • Reject - Reject the directive with a reason

  • Edit - Modify directive details before approval

  • Cancel - Cancel the entire directive

For Completed Directives#

  • Export - Export directive details to PDF or Excel

  • Print - Print a summary of the directive

  • View Audit Trail - See the complete history of actions

For All Directives#

  • Back to List - Return to the Directives List page

  • Add Note - Add internal notes or comments

  • Email Summary - Send directive details via email

Bulk Actions#

When viewing the investments section, you may be able to:

  1. Select multiple investments using checkboxes

  2. Perform bulk actions such as:

    • Export selected investments

    • Update status for multiple investments

    • Generate reports for selected items

Permission-Based Actions#

Important

Available actions depend on your user role and permissions. Contact your administrator if you need access to specific actions.

Administrator Actions#

  • Approve/Reject directives

  • Edit directive details

  • Access audit trails

Standard User Actions#

  • View directive details

  • Export and print reports

  • Add notes and comments

Action Confirmations#

Most actions require confirmation:

  1. Click the action button

  2. Review the confirmation dialog

  3. Confirm or cancel the action

Warning

Some actions, such as approving or rejecting directives, cannot be undone. Always review details carefully before confirming.