Managers and owners · Lesson 11 of 15

Branches, oversight and data

Add a branch, trace who did what in the Activity Log, and see how a personal-data export is recorded and how to handle the file.

About 12 minutes

Key ideas

1

Add a branch

Under Settings → Branches, Add branch asks for a Branch name staff will see and a short, unique Branch code, which can't change once records exist. Choosing the region, district and ward fills in the Postcode, and the new branch starts Active. Your plan sets how many branches you can have.

2

The Activity Log

Activity Log records what changed and who did it, grouped by day. Filter by area, such as Lending, to follow the loans: in the example, the write-off, who approved it, and a reversed repayment with its reason.

3

Exports are personal data

A contact export from Download Excel holds personal data, so only owners, admins and branch managers can download it. Each export appears in the Activity Log under Compliance, showing who downloaded which file, how many records and any filters.

4

You're responsible for the file

Under Tanzania's Personal Data Protection Act, you're responsible for an exported file. Keep it on a work device, share it only with colleagues who need it, and delete it when you're done.

Practice

Try it in your training organization

  1. 1. Open Settings → Branches, choose Add branch, and enter a Branch name and a short, unique Branch code, for example Arusha Branch and ARU.
  2. 2. Choose the region, district and ward, check that the Postcode fills in, add the Address, choose Add branch, and confirm the new row shows Active.
  3. 3. Open Activity Log, choose the Lending filter, and find a loan event and the person who did it.
  4. 4. Open Contacts and choose Download Excel.
  5. 5. Back in Settings → Activity Log, choose Compliance and find Downloaded an export with the file name, the number of rows and who downloaded it.
  6. 6. Delete the downloaded file from your device once you're done with it.

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