Office Creation

In this section of the manual, you will know how to manage the offices. The Manage Offices page allows you to create, edit and add the offices within your organization.

The following steps need to be followed for creating an office on new UI:

1. Log-in to the instance with the user Id and password and you will land on the below screen.

Open

Setting up the Main Office

1. Click on ‘Manage Offices’ option under ‘Organization’ and you will see the below screen. Then click on ‘Create Office’ button to create a new office as shown.

Open

2. The first step is to create the Main Office of your organization. Refer the below screen.

1. In the Office Name field, enter your main office name

2. In Parent Office, do not enter a name

3. In the Opened on field, enter the date your organization opened this office

4. In the Office External ID field, enter any numeric identifier your organization may use to further identify your offices.  This is an optional field provided for your unique customization.  It is not required for effective Mifos functionality.

5. In the Office Code field, enter any numeric identifier your organization may use as internal identification numbers for their offices or branches. This is an optional field.

6. Review the information entered and if it is all correct, click on the Create button.  The head office is now created.

Creating Sub Offices

1. Click on ‘Manage Offices’ option under ‘Organization’ and you will see the below screen. Then click on ‘Create Office’ button to create a new office as shown.

2. Once you click on ‘Create Office’ button, you will see the below screen. Fill all the mandatory fields as required.

In Parent Office field, the name of your Head Office will be default.  If your organization uses regional offices, multiple office names will appear in the drop down and you will select the regional office this newly created office falls under. Finally click on ‘Create’ button to create a sub office.

3. Once you click on ‘Create’ button, you will land on the below screen as shown. Scroll and search for the new office you created and you will see a pending status beside office name. To activate the office, click on the three dots displayed along the same row and you will see two options as shown. Click on ‘View details’ option. You will also get option to edit/update the office.

4. Once you click on ‘View Details’ option, you will see the below screen. Click on ‘Activate’ button to activate the new office.

5. Once you click on the ‘Activate’ button, you will see a pop-up appearing on the screen as shown below. Click on ‘Activate’.

6. Once you click on ‘Activate’, the new office created by you will get activated as shown below. You will see an active status beside office name which indicates that the new office has been activated.