1)Click the "Branches" button on the Home screen
2)Register new or change an existing branch of your organization
From the "Branches" menu, you can make settings and change each unit in the structure of your organization.
By pressing the "Filter" button, you initiate the search screen. You enter search criteria. By clicking on the "Apply filter" button - you perform the search. By pressing the "Clear filter" button you clear the entered criteria in the filter.
After you mark the result you found, the System allows you to do the following:
•Create a new branch / unit with the button "New";
•Change the attributes of the tagged (result) branch or unit with the "Change" button. When you click on the "Change" button, you enter corrections. The "Save" and "Cancel" buttons are activated so you can complete your actions either by saving the current change or by rejecting it.
•Save the information in a spreadsheet on your computer with the button "Export to Excel".
Some important fields from the Branch Registry:
❑Position 1 - Level of the branch: The Branch Registry in BINETIX PTM has a hierarchical structure. Using the drop-down list to the box, you determine how the branch is positioned in the hierarchical structure of your organization's branch network. You can choose one of the following options:
✓Headquarters - stands in the base level in the hierarchy (Level 0)
✓Regional Center/Financial Center - Level 1
✓Branch - Level 2
✓Office - Level 3
The organization of your branch network is specific, and the levels and options listed are only indicative.
❑ Position 2 - Branch number and name: These are identifiers to be entered manually and accurately according to the infrastructure of the organization you are working for
❑ Position 3 - Status: Branch statuses affect their use in various business processes and functions. By default, the subdivisions are marked as operational.
