You can access the Branches feature page by hovering over the Users feature from your MobiWork menu; from the drop-down that appears click on the "View Branches" option:
The "List" tab is the default tab you will be brought to once you access the View Branches feature.
Below is a list of the main features that are located on the "List" tab page:
MobiWork is committed to simplifying data management for your business, by offering a range of search options to streamline your workflow. From the free-text search, which allows you to enter specific search queries directly, to the ability to create your own saved searches for your everyday use, MobiWork has you covered. Furthermore, you can use the predefined saved searches that MobiWork already provides to locate a specific query or date range (e.g., created today).
These search functions are consistent across all MobiWork features, with the only differences being the predefined search data and the parameters for the new search. The following subsections will outline the various search features that are available to you.
Free-Text Search
You can type in the search bar (free-text search) to locate a specific branch. Once you click in the search bar, the search drop-down menu will automatically appear. You can use the search drop-down menu or continue typing your own search parameters:
If the number of branches surpasses the number range, the subsequent number of branches will be found on the next page:
To navigate through these pages, use the First, Previous, Next, and Last buttons located towards the bottom of the Branches section.
Predefined Saved Searches
Saved searches are a powerful search tool where the search-criteria has been saved for future use; to access the saved searches drop-down, click in the search bar. The default saved search for Branches is the "Show All" search.
These saved searches will appear in the drop-down menu and can also be used for dashboards and reports.
By default, MobiWork provides several saved searches for you to use, which are organized by status and date (e.g., Rejected, Approved, Open, etc.):
You can access any of these saved searches by clicking on the "Search Area" and selecting your desired "Predefined Saved Search" from the drop-down menu.
If you would like to view all your branches, click on the "Show All" option from the drop-down menu:
New Search
To create a new saved search, select the "Create a New Advanced Search" option from the drop-down menu:
After clicking on "Create a New Advanced Search," a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.
Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:
Please note that the data used to create a saved search can also serve as the basis for generating reports in MobiWork.
Further definitions for all the terms in the New Search pop-up window can be found below:
| Name: | Description: |
|---|---|
| "Sort By" | Sorts your search in ascending or descending order. |
| "Save This Search" | Allows the search parameters to be saved under a name to be reused in the future. |
| "Search Available to All Users" | Allows the search to be available to all users. |
| "Default Saved Search" | Sets the saved search as the default view when accessing the search feature in the future. |
Manage Saved Searches
After creating a saved search, you can adjust the search criteria (e.g., dates, tags, categories, etc.) to include more data or to be more selective in the data that is being searched.
Please note that the data used to create a saved search can also serve as the basis for generating reports in MobiWork.
To manage, edit, or remove any Saved Searches you can access the "Manage Saved Searches" option in the drop-down menu; the Manage Saved Searches pop-up window will then appear:
Any new searches that are added can be managed or edited in the Manage Saved Searches pop-up window:
You can add a new saved search by clicking the New Search button in the top right of the pop-up window.
You can rearrange the order of the saved searches by clicking, then dragging & dropping the selected Search.
You can edit or delete a selected saved search by using the drop-down menu under the "Actions" column.
If you would like to easily close this pop-up window, you can click on the esc button from your keyboard.
The "Global Actions" section is located at the top-right of your Branches feature page; regardless of the tab that you are on, the "Global Actions" will remain in the top-right corner:
The "Global Actions" section includes:
The More Actions button (represented by the three vertical dots) which will allow you to add a new branch.
The Question Mark button which will direct you to the respective MobiWork Features page.
The Graduation Cap which will activate the Onboarding Assistant.
After clicking on the vertical three dots in the top-right corner, the More Actions drop-down menu will appear.
From the More Actions drop-down you will be able to add a new branch:
The Branches "List" tab will display your branch ID, branch region information, as well as allow you to add new branches or edit existing ones.
List Tab Columns
In the "List" tab, the columns are structured to display specific data related to each individual branch.
These columns are organized as: "ID," "Name," "Region," "Created Date," "External ID," and "Actions:"
The corresponding rows under the column headings will display the relevant branch data.
The "List" tab column headings are defined as:
| Name: | Description: |
|---|---|
| "ID" | The branch identification number. This number provides a unique classification specific to the corresponding branch. |
| "Name" | The name of the branch. |
| "Region" | The district or territory where the branch is located. |
| "Created Date" | The date that the branch was created. |
| "External ID" | The external ID of the branch. |
| "Actions" | The Pencil icon and the Individual Actions button can be found here; these buttons will allow you to perform actions on a branch. |
List Tab Individual Actions
When selecting a branch and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to edit or delete the selected branch.
Any actions that are done with the Individual Actions button will only apply to the selected branch:
The Pencil icon found under the "Actions" column will allow you to quickly access the edit the selected branch:
The options that are displayed when you select the Individual Actions button are also available under the right-click actions.
List Tab Right-Click Actions
When right-clicking with your mouse on a branch in the "List" tab, you will be able to edit or delete the selected branch.
The options that are displayed when you right-click on a branch, are also available when you select the Individual Actions button.
Any actions that are done with the right-click actions will only apply to the selected branch.
The definitions for the actions found in the Individual Actions button and when you right-click in the "List" tab are below:
| Name: | Description: |
|---|---|
| "Edit" | Edits the selected branch. |
| "Delete" | Deletes the selected branch. |