Manage Offices

Manage offices : YouTube video 

The Manage Offices page allows you to create, edit and add the offices within your organization.

Please note: It is best to set up your head office first. Then set up any regional offices. Finally set up the individual branch offices taking care to link them to the correct regional or Parent Office. 

Beginning at the main screen, select Admin, then Organization from the drop down menu. This will launch the Organization menu.

Select Manage Offices to create a new office or modify current offices.

Setting up the Main Office

Using the information gathered in the Pre Configuration Plan.docx, the first step is to create the Main Office of your organization.  In this example, we use the name "Head Office."  You could modify the name that best describes your office name.  This may be a building name, a road name or any other naming scheme your particular organization uses.

1. In the Office 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 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. Review the information entered and if it is all correct, click on the Submit button.  The head office is now created.

Edit Office

From the Manage Offices screen you may edit an office. Locate the office in the list and click on it - it will be highlighted blue when the cursor is hovering over it:

Once you have selected an office, you will be taken to its detail screen, click the blue Edit button at the top-right of the screen:

From the Edit Office screen you may change the Parent office, rename the office, change the openind ate and give the office and External ID.

Creating Branch Offices

If your organization has multiple offices, return to the Admin/Organization/Manage Offices screen and select +Create Office.  In this example, we use the name "Branch Office."  You will enter the name that best describes your additional office name.

1. In the Office field, enter your additional office name
2. In Parent Office field, the name of your Head Office will 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.
3. In the Opened on field, enter the date your organization opened this office
4. In the 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.  In this example, we used a numeric identifier for this office
5. Review the information entered and if it is all correct, click on the Submit button.  The additional office is now created.

 After the offices are set up, the full list will appear on the Admin/Organization/Manage Offices screen.

Tree View

 Your organization's offices may also be viewed in a Tree View. 

From the Manage Offices screen, click the blue Tree View button at the top-right of the screen. This will launch an alternative view which allows you to view the office hierarchy for your organization: