# Manage Local Branch

The “Local Branch List” option on the “Organization Detail Screen” provides the ability to:

o View any Local Branch (s) currently assigned to any organization and navigates to the detail information for the Local Branch.

o Add a new Local Branch to the Organization.

o Edit/Inactivate a Local Branch for the Organization.

The “Local Branch List” displays the following information for each of the Local Branches established for the Organization:

1. Facility Name (#) – default sort order = Facility Name order

o If working facility = Central Office (#101); Default to see ALL local branches for every facility associated with the organization

o If working facility does not = Central Office (#101); Default to see All local branches for the working facility that is associated with the organization.

- Local Branch Name

- Contact Name

- Contact Title

- Address 1, City, State, Zip

- Contact Email

- Status [Active, Inactive] – default to show Active. User can change to see Inactive or All

2. If the Organization is Active, the user roles can “Create Local Branch,” the user can create a new or edit an existing Local Branch for the organization.

3. If the user is assigned “Read Organization” the user can view the details for a Local Branch.

4. Each column in the list can be sorted in ascending or descending order.

5. Facility, Branch and Status columns in the list can be filtered.

The user can execute a “contains” search (i.e. find any characters anywhere in any column of the list) to narrow the list to only Local Branches that match the search criteria entered. This search is executed against all data currently being displayed.

See Also:

Organization List