Office

Introduction

The Office Module is used to manage office locations, branch offices, pickup hubs, and operational centers within the system. Administrators can create, edit, delete, and maintain office records along with complete address information and map locations.

Office records are commonly used for employee transport planning, route creation, client management, booking operations, and reporting.

Accessing the Office Module

Navigation

1. Login to the Admin Console.
2. Open the Main Menu.
3. Navigate to Masters.
4. Click Offices.

The Office List page will open.

Purpose of the Office Module

The Office Module helps administrators:

• Create office locations
• Maintain branch records
• Store address information
• Manage city and country mapping
• View office locations on maps
• Support transport planning
• Organize company locations

Office List Page

The Office List displays all configured offices.

Available Information

Field	Description
Name	Office name
Address Line	Office address
City	Office city
State	Office state
Country	Office country
Action	Edit/Delete options

Creating a New Office

Steps

1. Open Masters > Offices.
2. Click the + Add Office button.
3. Complete office information.
4. Click Save.

The office will be added to the system.

Office Information Fields

Office Name

Enter the office or branch name.

Examples:

• New Office Paltan
• Transport Nagar
• Corporate Headquarters
• Gurgaon Office

Mandatory: Yes

Address Information

Office address contains:

Country

Select the country.

• Example: India

City

Enter the city name.

• Example: Dehradun

Address Line

Enter the complete office address.

• Example: Paltan Bazar, Ajit Prasad Nagar

Pin Code

Enter the office postal code.

• Example: 248001

Mandatory: Yes

Map Location

The Office Module automatically displays the office location on an interactive map.

Features

• Location Marker
• Zoom Controls
• Map Navigation
• Address Verification

Map Controls

Zoom In

Click the + button. Used to view detailed location information.

Zoom Out

Click the − button. Used to view a larger geographical area.

Location Marker

The marker identifies the exact office location.

This helps administrators:

• Verify office location
• Plan routes
• Validate addresses
• Configure pickup and drop points

Saving a New Office

Steps

1. Enter Office Name.
2. Enter Address Information.
3. Verify location on the map.
4. Enter Pin Code.
5. Click Save.

The office record will be created.

Editing an Office

Steps

1. Open Office List.
2. Locate the office.
3. Click the Edit (✏️) icon.
4. Update office details.
5. Click Save.

Editable Information

Administrators can update:

• Office Name
• Country
• City
• Address Line
• Pin Code
• Map Location

Viewing Office Details

When editing an office, administrators can view:

Office Information:

• Office Name
• Address
• Pin Code

Location Information:

• Interactive Map
• Location Marker

Office Audit Log

The Office Module includes an Audit Log feature.

Purpose of Audit Log

The Audit Log records:

• Who created the office
• Who updated the office
• When changes were made
• What information changed

Viewing Audit Log

1. Open Office Record.
2. Click Audit Log.
3. Review activity history.

Deleting an Office

Steps

1. Open Office List.
2. Click Delete (🗑️).
3. Confirm deletion.

Before Deleting an Office

Verify that the office is not currently used in:

• Employee Records
• Transport Routes
• Client Records
• Bookings
• Shift Planning
• Reports

Searching Offices

Administrators can search offices by:

• Office Name
• City
• State
• Country

Steps

1. Open Office List.
2. Enter search keyword.
3. View matching results.

Bulk Operations

The Office Module supports bulk administrative actions.

Bulk Delete

Delete multiple offices simultaneously.

1. Select office checkboxes.
2. Open the Action Menu (⋮).
3. Select Bulk Delete.
4. Confirm action.

Upload

Import office records in bulk.

1. Click Action Menu (⋮).
2. Select Upload.
3. Upload the template file.
4. Submit.

The system validates and imports records.

Download

Export office information.

1. Open Action Menu (⋮).
2. Click Download.

Office records will be exported.

Customise

Customize visible columns in the office list.

1. Open Action Menu (⋮).
2. Select Customise.
3. Choose visible fields.
4. Save changes.

Customizing Office List Columns

The Office List can be customized using the Settings icon.

Common Columns:

• Name
• Address
• City
• State
• Country

Administrators can show or hide columns according to operational requirements.

Understanding Action Icons

• Edit (✏️): Used to modify office information.
• Delete (🗑️): Used to remove office records.

Recommended Office Management Process

1. Create office location.
2. Enter complete address information.
3. Verify map location.
4. Save office.
5. Review office information periodically.
6. Update address information if required.
7. Export office records when needed.

Best Practices

Always verify:

• ✓ Office Name
• ✓ Country
• ✓ City
• ✓ Address Line
• ✓ Pin Code
• ✓ Map Location
• ✓ Route Accessibility
• ✓ Office Usage Before Deletion

Common Use Cases

• Employee Transport: Office locations are used as pickup and drop destinations.
• Route Planning: Office coordinates help optimize transport routes.
• Booking Management: Office records can be selected during booking creation.
• Reporting: Office-wise operational reports can be generated.

Module Summary

The Office Module serves as the central office location management system. It enables administrators to create and maintain office records, manage address information, validate locations using maps, support route planning, and maintain accurate operational location data for transport management activities.