Introduction/Purpose

The Bank module within Smart Station provides a comprehensive platform for managing various banks associated with the organization.The purpose of the Bank Management module is to streamline the handling of bank-related data within Smart Station. It aims to facilitate smooth operations by enabling users to add new banks, perform quick searches for specific information, and customize the view according to their needs.

How to Navigate:

The navigation to record the bank details in smart station are as follows:

• Click on the menu and master tab, which is located at the left side of the screen, and then click on the bank in the master section. After clicking on this, user can navigate to the bank master listing page.

Listing:

The bank master module allows users to add and view bank details in the system. The key feature of bank master module listing are as follows:

• Advance Search
  This option allows user to filter data with single or Multiple criteria in Column Name with options like
  • Equal
  • Not Equal
  • Begins
  • Does Not Begin with
  • Ends With
  • Does Not End with
  • Contains 
  • Does Not Contain
• Show all listing records:-
  This option allows the user to clear all Filters and display all records on the Listing page.
• Hide/Show Columns
  This option allows users to customize columns by adding/removing columns to display from the Listing page.
  • In this option user have to select column which they want to view in the list , if the user uncheck/unselect all column then system will give error message that “Please check at least one column”
  • The user can view following action in this section
    • Ok :- On clicking the “Ok” button, the user can submit the checked option, and based on the selection, the column will display to the user in the list.
    • Cancel :- On clicking this button the user can cancel the check column.
• Export Data
  Selected records, current page records, or all records can be exported by users with listed columns or all columns to a spreadsheet or other file format for further analysis or reporting.
• Record Filter
  Filter option allows users to filter the list of records based on visible columns.
• Change View
  The change view option allows users view bank list as below:
  • Table View
  • List View

Recording and Updates:

The user can add a new bank master record by clicking on the add new bank master button and by entering the below fields:

• Bank Name: Bank Name: This is the official name of the bank user wants to add to the system.
• Bank Code: The bank code is a unique identifier assigned to each bank. 
• Status: The status indicates the current state of the bank within the system. 

This option allows the user to perform the following action in this section.

• Submit: Allows the user to submit a record of bank details.
• Discard: Allows the user to discard a record of bank details.