Branch Office Help

Sections

Branch Office Overview
What a Branch Office is in IDSA, roles, and responsibilities.
Daily Workflow
Daily checklist: routing, approvals, exceptions, escalations.
Partner Approval SOP
Pending -> approved/active: safe checklist and audit trail notes.
CSC Activation SOP
Activation rules: post_office_code required, status checks, branch assignment.
Routing and Post Office Rules
How branch_office_id and post_office_code drive routing integrity.
Reports and Audits
How to run audits and interpret results (read-only).
Troubleshooting
Common issues: status mismatch, routing gaps, payment verification, escalation.
Download (DOCX)
Download placeholder and offline DOCX build instructions.

CSC activation rule: A CSC must not be activated without post_office_code.

Evidence first: When something is wrong, run audits and store JSON with timestamp before changing anything.

Routing safety: Prefer derived routing via joins (SSOT) instead of duplicating routing fields.