Branch Daily Workflow

Start of day checklist

• Review pending partner approvals and pending CSC activations.
• Check that active CSCs in your region have post_office_code present.
• Check for status mismatches (example: CSC active but partner not operationally active).

During the day

• Approve partners only after identity and contact validation.
• Activate CSC only after routing fields are present and branch assignment is correct.
• When a booking/payment issue is reported, collect booking_reference first.

End of day

• Run audits (read-only) if there were issues; store JSON report with timestamp.
• Escalate unresolved routing or payment verification issues to Admin/Tech.

Quick actions