UNITS

The Units module allows administrators to define and manage different organizational units.

  1. Click on "Org Config".  
  2. Under "Admin", click on "Units".

STEPS TO UNITS

A page will open where the user can add a new Unit.  

  1. Click on the "Add" button.  

A new page will open with the following fields:

Unit Form

UNITS FORM

  • Units Name: Enter the Units Name
  • Description: Enter the description of the Units.
  • Active Status: Toggle the button to set the status to active or inactive.

Save Button: Click on the save button to save the information

Note - Units Name is mandatory.

Once a Unit is created, it will be displayed on the Unit View page:

UNIT PAGE

From this list, users can view or edit any existing Units.

Actions

UNITS ACTION

  • Edit: Click the edit icon to modify the information of a created Unit.  

  • View: Click the view icon to see detailed information about created Units.

Icons

UNITS ICON

  • Plus Icon(Add Record): Click to create a new record.
  • Export to Excel Icon: Click to export the displayed data to an Excel spreadsheet.
  • Search Input: Enter keywords to filter the displayed records based on any column content.
  • Refresh: Click to refresh the data displayed in the table.
  • Home Icon: Navigate to the home or main page of the application.
  • Back Icon: Navigate back to the previous page.