This section provides a guide on how to perform operations as regards institution asset data on the Compliance Planet, with step-by-step instructions and pictures.
Institution asset data includes the name of the institution, the institution code, address, year of establishment, and contact person details.
NOTE: Only the Supreme Administrator can carry out these operations
Institution Asset Data View
To view institution asset data;
STEP 1: From the app dashboard, click “CONTROL PANEL” as in Fig 27.1a below.
Fig 27.1a
STEP 2: From the left-hand side menu, click “REGULATORY REPORT” as in Fig 27.1b below
Fig 27.1b
STEP 3: From the menu, click “Institution” as in Fig 27.1c below
Fig 27.1c
- This displays a drop-down as in fig 27.1d below
STEP 4: Click “Asset view” on the report institution data drop-down as in fig 27.1d below
Fig 27.1d
- The Institution data will be displayed on the page as in Fig 27.1e below
Fig 27.1e
How to Edit Institution Asset Data
NOTE: Only the Supreme Administrator can carry out these operations
To make changes to the institution asset data,
STEP 1: Click “Asset Edit” on the institution drop-down as in Fig 27.2a below
Fig 27.2a
- The Institution data will be displayed on the page as in fig 27.2b below
Fig 27.2b
- Fill in new data or change the details on the console.
STEP 2: Click on ‘Save Changes’ as shown in Fig. 27.2c to save the changes or click on ‘Dismiss console’ to discard changes or new details entered on the console.
Fig 27.2c
- This displays a confirmation console as in Fig. 27.2d to confirm your request.
Fig. 27.2d
STEP 3: Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to discontinue. A notification as in Fig. 27.2e below will be displayed at the top of the page when the operation is complete.
Fig 27.2e
For further enquiries:
Tel: +234(0) 816 555 9818
Email: solutions@efuelite.com
Web: https://solutions.efuelite.com
