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## 20.2 ATM/ Branch Maintenance - Add

This topic describes the information about ATM/ Branch Maintenance - Add screen. Using this option, System Administrator can add ATM or branch details.

Single ATM/ branch details can be added directly using the Add ATM/ branch Details screen. Multiple ATMs or branches can be added by uploading a File.
Adding ATM/ branches feature allows the bank administrator to:

- Add Single ATM/ Branches
- Add Multiple ATM/ Branches

To add an ATM/ Branch:

1. Navigate to one of the above paths.
   The ATM/ Branch Maintenance screen appears.
2. Click Create.
   The ATM/ Branch Maintenance - Add ATM/ Branch Details screen appears.

   Figure 20-4 ATM/ Branch Maintenance - Add Single ATM/ Branch Details

   Description of "Figure 20-4 ATM/ Branch Maintenance - Add Single ATM/ Branch Details"

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 20-3 ATM/ Branch Maintenance - Add Single ATM/ Branch Details - Field Description

   Field Name | Description
   --- | ---
   Add ATM/ Branch Details | Information specified in below fields are related to add ATM/ branch details.
   Add New – ATM / Branch | Buttons to be selected for adding either the ATM or the branch details. The buttons are: ATM Branch

3. In the Add New field, click the appropriate button to add the ATM or branch details.
   The ATM/ Branch Maintenance - Add ATM/ Branch Details screen with options to add single or multiple ATM/ Branch details appear.

   Figure 20-5 ATM/ Branch Maintenance - Add ATM/ Branch Details

   Description of "Figure 20-5 ATM/ Branch Maintenance - Add ATM/ Branch Details"

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 20-4 ATM/ Branch Maintenance - Add ATM/ Branch Details - Field Description

   Field Name | Description
   --- | ---
   Add New – ATM / Branch | Buttons for adding either the ATM or the branch details.
   Input Type | Options to add single or multiple ATM/ branch details. Add Single ATM/ Branches Add Multiple ATM/ Branches
   File | Select the file to be uploaded.

4. In the Input Type field, click the appropriate option to add the single or multiple ATM/ branch details.
   1. If you select Single ATM/ Branches option, the fields for adding the details appears on the ATM/ Branch Maintenance - Add ATM/ Branch Details screen.

      Figure 20-6 Add Single ATM/ Branches Details

      Description of "Figure 20-6 Add Single ATM/ Branches Details"

      Note:

      The fields which are marked as Required are mandatory.

      For more information on fields, refer to the field description table.

      Table 20-5 Add Single ATM/ Branches Details - Field Description

      Field Name | Description
      --- | ---
      Add ATM/ Branch Details | Information specified in below fields are related to add ATM/ branch details.
      Add New – ATM / Branch | Buttons for adding either the ATM or the branch details.
      Input Type | Options to add single or multiple ATM/ branch details. Single ATM/ Branch Multiple ATMs/ Branches via file upload (.xml format only)
      ATM/ Branch ID | Unique key to identify the ATM / branch.
      ATM/ Branch Name | Name of the ATM / branch which is to be added.
      Coordinates | The location of the new ATM/ branch in term of latitude which is the angular distance, north or south of the equator (an imaginary circle around the Earth halfway between the North Pole and the South Pole). The location of the new ATM/ branch in term of longitude which is angular distance, east or west of the prime meridian (an imaginary line running from north to south through Greenwich, England). Click the Search Location link to auto populate the coordinates value.
      Address Line 1 - 4 | The address of the ATM / branch that corresponds with the ATM / branch ID.
      City | The city in which a branch or ATM of the bank is located.
      Country | The country a branch or ATM of the bank is located.
      Work Timings | The operating hours of the branch This field appears if you click Branch button in the Add New field.
      Additional Details | Additional details if any. This field appears if you click Branch button in the Add New field.
      Phone Number | The phone number of the branch / ATM. This field appears if you click Branch button in the Add New field.
      Alternate Phone Number | A contact number other than your main phone number, if you have any. This field appears if you click Branch button in the Add New field.
      Services Offered | Services offered by the bank. Following services are offered if you click ATM button in the Add New field. (The information will be fetched based on the data maintained as Day 0). Non-Metro ATM Metro ATM Cardless Cash Following services are offered if you click Branch button in the Add New field. (The information will be fetched based on the data maintained as Day 0). Wealth branch Loan Servicing Branch Forex Branch Gold Loan Branch Touch Banking Branch Lockers Enabled Branch Retail Branch

   2. In the ATM/ Branch ID field, enter the unique id for ATM/ branch.
   3. In the ATM/ Branch Name field, enter the name of the new ATM/ branch.
   4. In the Coordinates field, click the Search Location link to enter the location.
      The coordinate value appears in the field.
   5. In the Address Line 1, 2 field, enter the address of the new ATM/ branch.
   6. In the City field, enter the city of the ATM/ branch.
   7. From the Country list, select the country of the new ATM/ branch.
   8. In the Phone Number field, enter the phone number of the bank branch.
   9. Perform anyone of the following actions:
      - Click Add to add the ATM/ branch details.
      - Click Cancel to cancel current transaction.
   10. Perform anyone of the following actions:
       - The Add ATM/ Branch Details - Review screen appears post necessary validations.
       - Verify the details, and click Confirm.
       - Click Edit to make the changes if any.
       - User is directed to the Add ATM/ Branch Details screen with values in editable form.
       - Click Cancel to cancel current transaction.
   11. The success message of saving the ATM/ Branch maintenance appears along with the transaction reference number and status of the transaction.
       Click OK to complete the transaction and navigate back to Dashboard.
5. In the ATM/ Branch Maintenance - Add Branch Details screen, if you select Multiple ATM/ Branches option.
   The ATM/ Branch Maintenance - Add ATM/ Branch Details screen for uploading the files appears.

   Figure 20-7 ATM/ Branch Maintenance - Add Multiple ATM/ Branch Details

   Description of "Figure 20-7 ATM/ Branch Maintenance - Add Multiple ATM/ Branch Details"

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 20-6 ATM/ Branch Maintenance - Add Multiple ATM/ Branch Details - Field Description

   Field Name | Description
   --- | ---
   Add ATM/ Branch Details | Information specified in below fields are related to add ATM/ branch details.
   Add New | Buttons to be selected for adding either the ATM or the branch details.
   Input Type | Options to add single or multiple ATM/ branch details. Single ATM/ Branch Multiple ATM/ Branches
   File | Select the file to be uploaded.

6. In the Input Type field, click the appropriate option to add the single or multiple ATM/ branch option.
   1. If you select Multiple ATM/ Branches option, the fields for uploading file (specific file format is mentioned here – XML only) appears on the ATM/ Branch Maintenance - Add ATM/ Branch Details screen.
   2. In the File field, select the file to be uploaded.
   3. Click Add to add the ATM/ branch details.
      - Click Cancel to cancel current transaction.
   4. The Add ATM/ Branch Details - Review screen appears post necessary validations.
      - Verify the details, and click Confirm.
      - Click Edit to make the changes if any.
      - User is directed to the Add ATM/ Branch Details screen with values in editable form.
      - Click Cancel to cancel current transaction.
   5. The success message of saving the ATM/ Branch maintenance appears along with the transaction reference number and status of the transaction.
      Click OK to complete the transaction and navigate back to Dashboard.

      Figure 20-8 ATM file template example

      Description of "Figure 20-8 ATM file template example"

      Figure 20-9 Output

      Figure 20-10 Branch file template example

      Description of "Figure 20-10 Branch file template example"

      Figure 20-11 Output

      Description of "Figure 20-11 Output"

Parent topic: ATM / Branch Maintenance