Removing a branch's access to other branches

Menu 10.1.1

Use this option when you no longer want a branch to have access to other branches.

To removing a branch's access to other branches:

1. From the Master menu, navigate to Management Strategy > Agency > Agency/Branch Update (menu 10.1.1).

   

2. In the Agency/Branch Update window, select Update Branch Offices and press Enter or click Ok.
3. In the Enter Branch/Logon ID window, type the ID of the branch to update and press Enter or click Ok to display the Branch Updated - Branch/Logon ID screen. To view a list of branch IDs, see Viewing branches.

4. Press Enter to navigate to the Branches To Access field and delete the branch name and press Enter.

   Remove multiple branch names by deleting each and pressing Enter.

   

5. To exit the screen, type # in any field, and press Enter.

6. At the OK to File? prompt, do one of the following:

   • To save the branch record and return to the Agency/Branch Update window, press Enter.
   • To discard the branch record and return to the Agency/Branch Update window, type N, and press Enter.
   • To go back and make changes to the current screen, type /, and press Enter.

   After you save your changes, the screen displays the message that your changes saved.