EnVisual Menu > Company Administration > Officers
This screen displays officers for the managed company selected. It shows committed officers, the type of officer, date appointed, nature and if it is an external officer. All active officers are displayed on the current tab while past and resigned officers are displayed in the history tab.
The current tab displays all current officer attached to the entity. To Add an officer, click the add officer button on the left panel to load up envisual – add officer.
Officer: this tab will display all entities that can be assigned or used as officer, that mean the entity will have to be assigned company officer in category tab in the entity wizard. If the entity does not have company officer category assigned, the entity will not be displayed in the dropdown here. However, if the officer is not displayed in the dropdown and it does have the company officer category assigned, the GES button can be used to search for officer and then add to the dropdown list. Note, searching for an entity with no office assigned will not display the entity in the office field. This field is also mandatory and cannot be left blank.
Alternate: this can be used to select an alternate officer if required. This field also function similar to the officer field above. However, this field is not mandatory.
Type: to be used to select the officer type that is been added. The dropdown contains all the officer type that has been added into envisual. Officer types can be added in Configure > Maintenance > enSecretary > Officer Types
Nature: to be used to input the nature of officer added
Document: to be used to attach any relevant document required by clicking the …. Button.
Appoint and Effective Date: to be used to select appoint and effective date for the officer added. These dates do not have to be same.
External Officer: tick box to be used if the officer added is external.
Note: when a red i is displayed on a form in enVisual, it means the field is mandatory and cannot be left blank. The form is not save if the mandatory section is not completed.
Once all details have been completed, click save button which will display a prompt message
Click Yes, will add the officer as Default Attendee for minutes to be produced when minutes documentations are produced for the company.
To Edit an officer, select the officer and click the Edit Officer button on the left panel, this will load up envisual – edit officer.
The officer and type fields have been greyed out. Edit the officer as required and click save button when finished, which will the update the officer on the grid. To Delete an officer, select the officer and click Delete Officer button.
To Resign officer, select the officer and click Resign Officer, which will load up envisual – resign officer
The officer, alternate and type has been greyed out. However, nature and document can be edited as required. Select a resign and effective date and click save. This will resign the officer and remove it from the current tab and display it in history tab as shown below.
To restore a resigned officer, select the officer and either right click select restore officer or click the restore officer button on the left which will prompt a user message below
Click No, will not restore the officer and click Yes will restore the officer. This will then remove the officer from the history tab to the current tab again.
Right click options available in current tab are: Add Officer, Edit Officer, Add to Default Attendees, Delete Officer, Resign Officer and Switch to Entity.
Security access for Officers can be set at Settings > Security > System Security > Company / Trust Administration > Companies > Officers