This section describes the steps and process involved in maintaining branches.

Maintain Branches Page Layout

The Maintain Branches page contains a table, which lists all the branch records in the database, and a hyperlink for adding a new branch.

For each record listed in the table there is also an Edit and Delete hyperlink which allows you to edit or delete a selected record. The table’s data columns are also sortable.

These four major processes of Adding, Editing, Deleting and Sorting are described as follows.

Adding a Branch

To add a branch:

1. Click the ‘click here’ hyperlink located at the top left of the table. This will redirect you to the Add Branch page.

The Add Branch Page

This page contains three forms, Branch Details, Payment Methods and Other Fees Charged. It has two buttons Update Details and Cancel (see illustration below).

To add a new branch:

1. Complete the four mandatory fields; Branch, Postal Address, Country and Phone and any of the other optional fields or check boxes as applicable.
2. Click the Update Details button to add the new branch record to the database. If successful you will be returned to the Maintain Branches page and the new branch will be displayed in the table. If any of the mandatory fields are not complete a list of required fields is displayed.
3. Clicking the Cancel button will return you to the Maintain Branches page without any changes being made to the database.

Editing a Branch

To edit a branch:

1. Click on the ‘Edit’ hyperlink of the branch record you wish to edit. This will redirect you to the Edit Branch page.

The Edit Branch Page

This page contains the Update Branch form with its fields pre-populated with the selected branch’s details. In addition a notes table is displayed, listing any notes associated with this particular branch.

To edit the branch:

1. Change any of the fields or add new information to empty fields, again the mandatory fields must be populated.
2. Click the Update Details button to save the new details to the database. If successful you will be returned to the Maintain Branches page. If any of the mandatory fields have not been completed a list of the required fields is displayed.
3. Clicking the Cancel button will return you to the Maintain Branches page without any changes being made to the database.

The Branch Notes Table

The Branch Notes table lists any notes associated with the branch record. The note table allows you to add a new note, which will be associated with the current branch record, and it allows you to edit or delete an existing note.

Adding a Branch Note

To add a new branch note:

1. Click the Add Note hyperlink. This redirects you to the Add Note page.

The Add Note Page

This page contains an Add Notes form with the Branch drop down list pre-populated with the name of the Branch being edited.

To add a new note:

1. Complete the required fields on the form. There are two mandatory fields Note Type and Note.
2. Click the Update Details button to add the new note record to the database. If the process is successful you will be redirected to the Edit Branch page and the new note will be displayed in the notes table. If any of the mandatory fields are not complete a list of required fields is displayed.
3. Clicking the Cancel button will return you to the Edit Branch page without any changes being made to the database.

Editing a Branch Note

To edit a note:

1. Click the Edit hyperlink of the record you wish to edit. This will redirect you to the Edit Note page.

The Edit Note Page

This page contains the Edit Notes form with the drop down lists and fields pre-populated with the details of the branch note being edited.

To edit a branch note:

1. Update the fields you wish to change. The two mandatory fields Note Type and Note must be populated.
2. Click the Update Details button to save the new details to the database. If successful you will be redirected to the Edit Branch page and the edited note’s details will be displayed in the notes table. If any of the mandatory fields are not complete a list of required fields is displayed.
3. Clicking the Cancel button will return you to the Edit Branch page without any changes being made to the database.

Deleting a Branch Note

To delete a branch note:

1. Click on the Delete hyperlink. This will display a confirmation dialog box asking you to confirm wether you want to delete the note.
2. Click OK to delete the note or click Cancel to close the dialog box and no changes will have occurred.

Deleting a Branch

To delete a branch

1. Click on the Delete hyperlink. This will display a confirmation dialog box asking you to confirm wether you want to delete the branch.
2. Click OK to delete the branch or click Cancel to close the dialog box and no changes will have occurred.

Sorting the Branch Table

To sort on a column:

1. Click the column heading of the data you wish to sort; this will redisplay the data in the table in either ascending or descending order. Clicking the column heading again will resort the data in the reverse order.