Paypack Documentation
Overview
The Announcement List module allows users to manage announcements for a company. This includes adding new announcements, updating existing ones, viewing details, and filtering and searching through the announcement list.
Adding a New Announcement
Access the Add New Announcement Form:
- Navigate to the “Add New Announcement” page.
Fill in the Form:
- Company: Select the company from the dropdown list. This field is mandatory.
- Branch: Select one or multiple branches from the dropdown list. This field is mandatory.
- Announcement Title: Enter the title of the announcement. This field is mandatory.
- Announcement: Enter the content of the announcement. This field is mandatory.
Submit the Form:
- Click on the “Save” button to submit the form.
- To clear the form, click on the “Clear” button.
Updating an Announcement
Access the Announcement List:
- Navigate to the “Announcement List” page to see all the announcements.
Find the Announcement to Update:
- Locate the announcement you want to update and click on the “Edit” option from the dropdown menu under the “Action” column.
Update the Form:
- Make the necessary changes to the fields: Company, Branch, Announcement Title, and Announcement.
Submit the Form:
- Click on the “Save” button to save your changes.
Viewing Announcement Details
Access the Announcement List:
- Navigate to the “Announcement List” page.
Find the Announcement to View:
- Locate the announcement you want to view and click on the “View” option from the dropdown menu under the “Action” column.
View Details:
- The details of the announcement will be displayed, including the company, branch, title, content, creation date, and status.
Announcement List View
Table Columns:
- Company
- Branch
- Announcement Title
- Created Date
- Status
- Action
Actions:
- View: View the details of an announcement.
- Edit: Edit the announcement.
Filtering Announcements
Access the Filter Form:
- Navigate to the “Announcement List” page.
- Use the filter form at the top of the page.
Select Filter Criteria:
- Company: Select a company from the dropdown list.
- Branch: Select a branch from the dropdown list.
- Announcement Date: Select a date from the date picker.
Apply the Filter:
- Click on the “Filter” button to apply the filters.
- To clear the filters, click on the “Clear” button.
Searching Announcements
Access the Search Bar:
- Navigate to the “Announcement List” page.
- Use the search bar at the top right of the table.
Enter Search Criteria:
- Enter the keywords related to the announcement you are looking for.
View Results:
- The table will update to show the announcements that match your search criteria.
Sorting Announcements
Access the Sort Feature:
- Navigate to the “Announcement List” page.
Sort by Column:
- Click on the column headers to sort the announcements by that column (e.g., Company, Branch, Announcement Title, Created Date, Status).
Exporting Announcements
Apply Filters:
- It is recommended to select a company, branch, and announcement date, then click the “Filter” button before exporting.
Export to Excel:
- Click on the “Excel” button at the top of the announcement list to export the filtered announcements to an Excel file.
Adding a New Announcement
Steps to Add a New Announcement
Access the Add New Announcement Form:
- Navigate to the “Add New Announcement” page.
Fill in the Form:
- Company: Select the company from the dropdown list. This field is mandatory.
- Branch: Select one or multiple branches from the dropdown list. This field is mandatory.
- Announcement Title: Enter the title of the announcement. This field is mandatory.
- Announcement: Enter the content of the announcement. This field is mandatory.
Submit the Form:
- Click on the “Save” button to submit the form.
- To clear the form, click on the “Clear” button.
Form Submission:
Click On “Save” Button:
Updating an Announcement
Steps to Update an Announcement
Access the Announcement List:
- Navigate to the “Announcement List” page to see all the announcements.
Find the Announcement to Update:
- Locate the announcement you want to update and click on the “Edit” option from the dropdown menu under the “Action” column.
Update the Form:
- Make the necessary changes to the fields: Company, Branch, Announcement Title, and Announcement.
Submit the Form:
- Click on the “Save” button to save your changes.
Viewing Announcement Details
Steps to View Announcement Details
Access the Announcement List:
- Navigate to the “Announcement List” page.
Find the Announcement to View:
- Locate the announcement you want to view and click on the “View” option from the dropdown menu under the “Action” column.
View Details:
- The details of the announcement will be displayed, including the company, branch, title, content, creation date, and status.
Announcement List View
Features of the Announcement List View
Table Columns:
- Company
- Branch
- Announcement Title
- Created Date
- Status
- Action
Actions:
- View: View the details of an announcement.
- Edit: Edit the announcement.
Filtering Announcements
Steps to Filter Announcements
Access the Filter Form:
- Navigate to the “Announcement List” page.
- Use the filter form at the top of the page.
Select Filter Criteria:
- Company: Select a company from the dropdown list.
- Branch: Select a branch from the dropdown list.
- Announcement Date: Select a date from the date picker.
Apply the Filter:
- Click on the “Filter” button to apply the filters.
- To clear the filters, click on the “Clear” button.
Searching Announcements
Steps to Search Announcements
Access the Search Bar:
- Navigate to the “Announcement List” page.
- Use the search bar at the top left of the table.
Enter Search Criteria:
- Enter the keywords related to the announcement you are looking for.
View Results:
- The table will update to show the announcements that match your search criteria.
Sorting Announcements
Steps to Sort Announcements
Access the Sort Feature:
- Navigate to the “Announcement List” page.
Sort by Column:
- Click on the column headers to sort the announcements by that column (e.g., Company, Branch, Announcement Title, Created Date, Status).
Exporting Announcements
Steps to Export Announcements
Apply Filters:
- It is recommended to select a company, branch, and announcement date, then click the “Filter” button before exporting.
Export to Excel:
- Click on the “Excel” button at the top of the announcement list to export the filtered announcements to an Excel file.
Security and Permissions
User Permissions:
- Access to the add, update, view, delete feature may be restricted based on user roles and permissions. Ensure that users have the necessary rights.
Data Security:
- Protect sensitive information by limiting access to authorized users only.
Troubleshooting
Validation Errors:
- Ensure that all required fields are filled out correctly to avoid validation errors when saving the changes.
Network Connectivity:
- If you encounter issues while updating information, verify that your network connection is stable and functioning properly.
Summary
The Update feature in the Action Menu provides a simple and efficient way to manage and maintain accurate company information within PayPack. By enabling users to make updates as needed, this feature ensures that the system remains aligned with the current state of your organization. Utilize the Update feature to keep your details up-to-date and relevant, supporting better decision-making and communication within your organization.