Branch Management

The Branch Management feature functions as a filter, returning work orders from the combination of branches. Users with the Administrator or Branch Management Configuration permission can add and manage custom branch records for all users. 

Procedure: 

1. Click the User Profile icon and select Branch Management from the drop-down list.

2. A Branch Management modal is displayed, allowing you to add, edit and delete branch records according to your requirements.

Tip

Once a branch record has been saved, Branch Preferences will first need to be configured before you can view returning work orders from the combination of branches.

Please refer to the following steps to learn where you can configure Branch Preferences.