Accessing the Unit Section #

  • Click the SETUP menu item.
  • Click the Unit tab.

Adding a Unit #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

  • Click the + button.
  • Fill in the required information.
  • Click save to confirm.

Editing a Unit #

  • Click the Edit icon to be taken to the Unit details page.
  • Complete the required edits.
  • Click Save to confirm.

Deactivating/Activating a Unit #

To deactivate a Unit:

  • Click the Check icon and you will be prompted with a confirmation box.
  • Click the Deactivate button to confirm.
 

To activate a Unit:

  • Click the Show All checkbox to see all Units.
  • Click the X icon and you will be prompted with a confirmation box.
  • Click the Activate button to confirm.

Field Descriptions #

Field Name

Field Description

Code*

The code assigned to the unit. Suggestion: use a unified format.

Name*

The unit name. Suggestion: use a unified format.

Alt Name

(Alternative Name)

The unit name in the secondary language. This will be used when field reps or admin users switch to the alternative language.

Sort*

The sorting sequence that the units will be displayed on the app.