17.1.1 Creating Agency

For creating an agency, you need to specify details, such as agency code and agency name.
To create an agency:
  1. From the main menu, navigate to Collections and then click Maintenance.
  2. From the Maintenance menu, click Agency Onboarding and then click Create Agency.
    The Create Agency page appears.
  3. In the Agency Code field, search for a unique agency code.
  4. The Agency Name field will be auto populated based on agency code selected.
  5. Click Save.
Once the agency is created, you can view the same using the View Agency page. Upon creation, the authorization status of the agency is Unauthorized and the record status is Open. After an agency is created, it must be authorized to be effective in the system.

Parent topic: Create Agency