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Paypack Documentation
Settings > Section List
Section List Overview
Manage all aspects of your company’s departmental data efficiently using the “Section List” section. Key features include:
Add New Sections:
- Section Name: Enter a descriptive name for the new section.
- Actions: Options to edit after adding.
Update Existing Sections:
- Select Section: Choose the section to update.
- Edit Details: Modify the section name and status.
- Save Changes: Ensure updates are applied immediately.
View All Sections:
- Comprehensive List: Access all registered sections.
- Details Displayed: View section name, status, and available actions.
- Organized Management: Better oversight of departmental records.
Add New Sections:
Add New Sections:: Easily add details of a new section to the system by clicking on the “Add New Sections:” link in the page title box
Fill Out the Section Form:
- Section Name: Enter the name of the section. Make sure to spell it correctly to avoid any confusion later. (e.g., “IT.”, “Software.”, “Graphics.”).
Form Submission:
Click On “Save” Button:
Updating Section Information
Select the Action Three Dot (Burger Menu) to Update:
Access the Action Menu:
- Find the Action Menu associated with the selected section. This is typically represented by three vertical dots or a similar icon.
Choose the “Edit” Option:
- Click on the “Edit” option from the Action Menu. This will open a form where you can edit the details.
- 4. Next You Will Get This Page:
- Update Changes:
- After updating the information, click the “Update” button to apply the changes.
Sorting Capabilities
- Sortable Columns: Users can sort the table by any column by clicking on the column headers. This feature helps in quickly organizing the data as per user requirements.
Security and Permissions
User Permissions:
- Access to the Update feature may be restricted based on user roles and permissions. Ensure that users have the necessary rights to update information.
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.
