The creation process for Change Managers is as follows:
Navigation: Menu >> Change Managers App >> Listview >> Create(+)
Click on Create(+) to add the details about the New Manager and enter the details required
Note: All Star (*) marked fields are mandatory!
Create Change Managers
| Filed name | Description | Mandatory |
| Series | Select series as Change Managers from the list | Yes |
| LoB | Select (LoB) Line of Business segment of the manager | Yes |
| Old Manager | Select Old Manager name from the drop-down list | Yes |
| New Manager | Select New Manager name from the drop-down list | Yes |
| Is Invoice Manager | Click on Toggle to select the Invoices created should reflect New manager’s name on the invoices. Toggle turns to Green colour when user selects. | No |
| When user selects as Is invoice Manager, select the From date and To date from the calendar. |
Apply all the details and click on Save.