Facility Purpose Setup

This admin panel setup is for defining a specific purpose or end use for which a bank customer is availing either a deal or facility.

View

After selecting Facility Purpose Setup from the Facility Management module, user will be shown the main screen where the following fields with data will be visible along with “Add facility purpose” button.

• Purpose Code
• Purpose Key
• Purpose Name
• Purpose Description
• Status
• Action (Edit, Delete)

Add

To add a new facility purpose, User will press the green “Add Facility Purpose” button on the right, after which they will be redirected to the main screen where the following fields will need to be filled and clicked on save button. If the user wants to cancel adding a facility purpoDescriptionse, then user can click on cancel button where the user views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.

Screen name	Description	Mandatory/non mandatory	Field type
Facility purpose Setup	Facility purpose name can be mentioned here as per bank’s requirement.	Mandatory	Alphanumerical
Purpose description	A brief note on purpose	Mandatory	Alphanumerical
Status	Status is to mention if this is active or inactive. If this is marked as inactive, then it will not appear in the respective screens.	Mandatory	dropdown

Edit

Clicking on the Edit icon (Action Column) as highlighted in the above screenshot will redirect user to the screen where user can make changes to relevant facility purpose data and save the changes. User cannot edit code and key. User can choose to cancel the changes made by clicking on cancel button. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.

Delete

Clicking on the Delete icon (Action Column) a pop-up displays prompting for confirmation if the user is sure about deleting the record.User can press “Yes” if they wish to delete the activity, and if they don’t want to delete then they can press on “No”.

Prerequisites Configuration

Screens to Configure (as Pre-requisite)	Screen name	Reflection in user panel	Reflection in admin panel
There is no prerequisite screen to configured to configure facility activity screen	Facility purpose	Reflected only in admin panel	This screen acts as prerequisite screen for the below admin screens Facility management - Facility setup