This section describes the steps and process involved in maintaining locations.
Maintain Locations Page Layout
The Maintain Locations page contains a table, which lists all the location records in the database, and a hyperlink for adding a new location.
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 Location
To add a location:
- Click the ‘click here’ hyperlink located at the top left of the table. This will redirect you to the Add Location page.
The Add Location Page
The Add Location page contains the Add Location form.
To add a new location:
- Complete the two mandatory fields; Location Name and Country and the Region field if applicable.
- Click the Update Details button to add the new location record to the database. If successful you will be returned to the Maintain Locations page and the new location will be displayed in the table. If any of the mandatory fields are not complete a list of required fields is displayed.
- Clicking the Cancel button will return you to the Maintain Locations page without any changes being made to the database.
Editing a Location
To edit a location:
- Click on the Edit hyperlink of the location record you wish to edit. This will redirect you to the Edit Location page.
Edit Location Page
The Edit Location page contains three elements; Update Location form, Receiving Offices table and Location Notes table.
The Update Location form’s fields are pre-populated with the selected location details.
Editing Location Details
To edit location details:
- Complete the required fields. Location Name is only the mandatory field for edit location. Country is displayed as read only and cannot be changed.
- Click the Update Details button to save the new details to the database. If successful you will be returned to Maintain Locations page. If any of the mandatory fields have not been completed a list of required fields is displayed.
- Clicking the Cancel button will return you to the Maintain Locations page without any changes being made to the database.
Receiving Offices
Adding a Receiving Office
To add a receiving office:
- Click the Add New Receiving Office hyperlink. This redirects you to the Add Receiving Office page.
Add Receiving Office Page
This page contains one element the Add Receiving Office form.
To add a receiving office:
- Complete the two mandatory fields; select a branch and a visa/permit from the drop down lists.
- Click the Upload Details button to add the new receiving office to the database. If successful you will be returned the Edit Location page and the new receiving office will be displayed in the table. If any of the mandatory fields are not complete a list of required fields is displayed.
- Clicking the Cancel button will return you to the Edit Location page without any changes being made to the database.
Editing a Receiving Office
To edit a receiving office:
- Click on the Edit hyperlink. This redirects you to the Edit Receiving Office page.
Edit Receiving Office Page
This page contains one element the Update Receiving Office form. The form’s branch and visa/permit drop down lists are pre-populated with the details of the existing record.
To edit a receiving office:
- Change the branch and visa/permit drop down lists to reflect your requirements. Both fields are mandatory.
- Click the Update Details button to save the new details to the database. If successful you will be returned to the Edit Location page and the changes made to the receiving office will be reflected in the table. If any of the mandatory fields have not been completed a list of required fields is displayed.
- Clicking the Cancel button will return you to the Edit Location page without any changes being made to the database.
Deleting a Receiving Office
To delete a receiving office:
- Click on the Delete hyperlink. This will display a confirmation dialog box asking you to confirm wether you want to delete the receiving office.
- Click OK to delete the receiving office or click Cancel to close the dialog box and no changes will have occurred.
The Location Notes Table
The Location Notes section contains a table listing any notes associated with the location record. The note table allows you to add a new note, which will be associated with the current location record, and it allows you to edit or delete an existing note.
Adding a Location Note
To add a new location note
- Click the Add Note hyperlink. This redirects you to the Add Note page.
The Add Note Page
This page contains the Add Note form with the Location drop down list pre-populated with the name of the location being edited.
To add a new note record to the database
- Complete the required fields on the form. There are two mandatory fields Note Type and Note.
- 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 Location 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.
- Clicking the Cancel button will return you to the Edit Location page without any changes being made to the database.
Editing a Location Note
To edit a note
- 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 Note form with the drop down lists pre-populated with the details of the location note being edited.
To edit a location note
- Complete the required fields on the form. There are two mandatory fields Note Type and Note.
- Click the Update Details button to add the new note details to the database. If the process is successful you will be redirected to the Edit Location page and the updated note details will be displayed in the notes table. If any of the mandatory fields are not complete a list of required fields is displayed.
- Clicking the Cancel button will return you to the Edit Location page without any changes being made to the database.
Deleting a Location Note
To delete a location note
- Click on the Delete hyperlink. This will display a confirmation dialog box asking you to confirm wether you want to delete the note.
- Click OK to delete the note or click Cancel to close the dialog box and no changes will have occurred.
Deleting a Location
To delete a location
- Click on the Delete hyperlink. This will display a confirmation dialog box asking you to confirm wether you want to delete the location.
- Click OK to delete the location or click Cancel to close the dialog box and no changes will have occurred.
Sorting the Location Table
To sort on a column:
- 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.