Branch Management

Navigate to Branch Management 

• Find this option in the main menu of DriveEZ, designed to help you manage multiple branches of your driving school efficiently. 
• Users would be able to view the number of branches added to the system in the list view.   
• Upon selecting any specific Branch name, you will be able to view the details of the branch.  .  

View Listing Screen 
On the screen it displays a list of all branches of the institution.   

• This interface allows administrators to view, manage, and take actions on all the branches of their institution. Each row represents a branch and displays its associated details such as contact info, status, and activity metrics. It also provides quick access to edit, delete, email, and message options per branch.  
  • Branch Name: Name of the branch (clickable for more details).  
  • Email: Email address associated with the branch.  
  • Contact: Phone number/contact for the branch.  
  • Status: Indicates if the branch is Active.  
  • Active Students: Number of active students at the branch.  
  • Active Instructors: Number of active instructors at the branch.  
  • Active Staff: Number of non-instructor staff members active at the branch.  
  • Vehicles: Number of vehicles associated with the branch.  
  • Action: Quick action buttons for:  
    • Edit  
    • Delete  
    • Email  
    • Message  

Edit Branch

• On the branch listing screen’s upon selecting the edit icon from the Action column user would be redirected to the Edit Form page.   

• On the Edit Branch From, you can edit the branch details.   
• Save: Click “Save” after verifying all the information for accuracy. This will update the branch details and redirect you back to the branch listing screen.  

Delete Branch

• On the branch listing screen’s upon selecting the delete icon from the Action column user would be able to view the delete pop-up.   

• This action allows users to view a confirmation popup displayed before permanently deleting a branch in the system. It serves as a final warning to the user before performing an irreversible action.  
• If user selects the continue button, the branch will get deleted from the system. 
• If user selects the Cancel button, it will identify to abort the deletion and return to the previous screen.  

Add a New Branch

Locate and click the “Add Branch” button, usually positioned at the top right of the Branch Management section. A form for new branch details will appear.  

Fill Out Branch Details 

• Accurately complete the form with the branch’s information:  

• Upon clicking the Add Branch button, users will be presented with a form containing the following fields and corresponding details:  
  • Branch Name: Enter Unique name to identify the Branch.  
  • Email Address: Enter your email address to the branch.  
  • Phone Number: Enter your primary contact number.  
  • Address: Enter the physical location of the branch.  
  • Map Location: Enter Map location with the URL.  
  • Tax Number: Enter the Tax number of the Branch  
  • Status: You can mark the status as active or inactive of the branch. 

Switch Between Branches 

• To manage or view specific branch details, use the branch selector at the top of the Branch Management screen. Selecting a different branch will refresh the page to display information pertinent to that branch.

Filter & Search Branch

• Upon selecting the Filter & search option from the header bar allows users to view and filter the branch data based on various statuses.

• Status Dropdown: Allows selection of branch status (e.g., Active, Inactive, All).  
• Search Button: Applies the selected status filter and displays matching branches.  
• Clear Button: Resets the filter, showing all branches regardless of status. 

Video Tutorial