Branch

The Branch page gives you a central view of every branch registered on Udara360, from head office to on-lender partners. Use this page to add new branches as your institution expands, keep existing branch details up to date, and control which branches are operationally open and active on the system. This guide will walk you through all actions available on the Branch page.

Accessing Branch

1. Log into the application using your credentials.

2. From the dashboard, navigate to Operations in the side menu.

3. Expand Operations and Select Branch from the dropdown list.

Add a New Branch

To add a new branch to the system:

1. Click the Add button at the top left of the page

2. Enter the required information:

• Name: The full name of the branch

• Code: A unique code for the branch

• Region: Select the region the branch belongs to from the dropdown

• Branch Address: The physical address of the branch

• Contact Person Name: Select the contact person for the branch from the dropdown

• Contact Person Number: The contact number of the branch

1. Click Save to create the new branch.

Modify A Branch

To modify existing branch details:

1. In the Actions column, click the three vertical dots (⋮) next to the branch you wish to edit.

2. Select Modify from the dropdown menu.

3. Make the necessary updates.

4. Click Update to save and apply the changes.

Viewing a Branch

1. In the Actions column, click the three vertical dots (⋮) next to the branch you want to view

2. Select View to see the full details of the branch

Deactivating or Activating a Branch

1. In the Actions column, click the three vertical dots (⋮) next to the branch you want to deactivate or activate

2. Select Deactivate if the branch is currently Active, or Activate if the branch is currently InActive

3. Click the "Yes, I want to Proceed" button to save and apply the changes

📌The dropdown only ever shows one of these two options at a time, depending on the branch's current status.

Closing a Branch

1. In the Actions column, click the three vertical dots (⋮) next to the branch you want to close

2. Select Close if the branch is currently Active

3. Click the "Yes, I want to Proceed" button to save and apply the changes

Filtering the Records

1. Click the Filter button at the top right of the page

2. Enter your preferred filter criteria

3. Click Apply to display the filtered results

📌Click Reset Filter to clear all applied filters and return to the full list.