Branch Registration [FCD015]

Use this option to create, edit and delete Branches from the database.

Note: Before creating a new Branch, make sure no other user has already registerred the Branch you desire by searching the database with key words that could describe the Branch you wish to register. For help on how to search existing Branches, click here.

How to:

To access this function:  Branch

To register a new Branch:

1. Click the Find button next to the Fleet Code field, then select the Fleet corresponding to the Branch you wish to register.

(SWEB_012.)

2. Click the New button

3. Enter all of the fields with information as accurately as possible. If the Fleet has only one Branch or if the Branch you are registeriing is the same information you entered for the fleet, click the Import fleet data button (See field descriptions below if necessary.

Note: If the fleet for which you are registering the branch has many other branches, use the first three letters of the city where the branch is located as the branch code.  For example: use the branch code CHA if the city is CHARLOTE, and use the branch description FLEET NAME CHARLOTE.  If the fleet you are registering only has one Branch, which is the headquarters, use the code XXX as the Branch code.  In the future it will be easier for you to identify that the codes XXX are for fleets that only have one Branch.

4. Click on the Save button

It is normal for system to take some time to process the first time you save a branch because it is creating a new profile for that branch.

To edit an existing Branch:

1. Click the Find button next to the Fleet Code field, then select the Fleet corresponding to the Branch you wish to edit. 

(SWEB_012.)

2. Click the Find button next to the Branch Code field, then select the branch you wish to edit; or if you know the three digit code of the Cranch you are looking for, type it in the code field located on top right of the Branch window and press Enter or click the Shortcut button.

(SWEB_015) or  (SWEB_005)

3. Make the necessary changes to the data on screen.

4. Click on the Save button


To print a list of the existing Branches:

1. Click on the Print button

2. Click on the Process button

To delete an existing Branch:

Note: Only Admin or Master users have the access rights to delete Branches from the database. Deleting a fleet will also automatically delete every inspection made by any user of the system associated with that fleet, its branches and vehicles. Deleted records cannot be undeleted and will no longer appear on any reports. Use this option with extreme caution.

1. Click the Find button next to the Fleet Code field, then select the Fleet corresponding to the Branch you wish to delete.

 (SWEB_012.)

2. Click the Find button next to the Branch Code field, then select the branch you wish to edit; or if you know the three digit code of the Cranch you are looking for, type it in the code field located on top right of the Branch window and press Enter or click the Shortcut button.

(SWEB_015) or (SWEB_005)

3. Click on the Delete button .  A couple warning messages will appear, allowing you to proceed or cancel the operation.

To Set up the Branch Image