> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/operations/branch.md).

# 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.

<figure><img src="/files/U1pVvX6fyH8bIUj7CzuO" alt=""><figcaption></figcaption></figure>

## **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

3. Click **Save** to create the new branch.

<figure><img src="/files/K3yo11hpQXaVaBp1gLzg" alt=""><figcaption></figcaption></figure>

## 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

> :pushpin: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

<figure><img src="/files/qXMnMWHanV2Dmh4fXxee" alt=""><figcaption></figcaption></figure>

> :pushpin:Click **Reset Filter** to clear all applied filters and return to the full list.