state master
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Title Property Finance Appraisal System – Master User guide
Date 19th July 2017
Version Draft v1.0
Created by Siddhesh Pawar
State Master
System provides a master module where user can configure the demographic information.
Create State Procedure
Below steps should be followed to create new state entry.
• Login into the application as "Admin" user
• From top Menu select "Masters" -> "Manage State" option as shown below
Note: System will redirect you to Manage States screen.
• Click on "Create State" button available on Top right corner of the page.
Note: System will redirect you to create state page.
• Enter required in the fields and click on submit button.
• Click on Submit button to create the state.
Field Allowed Data Mandatory Unique
State name 255 characters. Alphabets(a-z), space, - , Yes Yes
Short name 2 Characters Yes Yes
Code 5 Digits Yes Yes
Country Hardcoded to INDIA
Update State Procedure
• Once a State is Created, user will not be able to change the State Code
• User can update State name & Short name.
Delete Existing state
If User has entered an incorrect state entry which he wants to delete it, then system provides
a facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation or
not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
System will not allow you to delete a record, if it is already being used by the application in
following forms:-
City, Pin Code, Pin Code Area, Document, Deviation, Payment plan, Project.
City Master
System provides a master module where user can configure the demographic information.
Create City Procedure
Below steps should be followed to create new city entry.
• Login into the application as "Admin" user
• From top Menu select "Masters" -> "Manage City" option as shown below.
Note: System will redirect you to manage city screen.
• Click on "Create City" button available on Top right corner of the page
Note: System will redirect you to create city page.
Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
State name Drop down selection form State Master Yes --
City Name 255 characters. Alphabets(a-z), space, - , Yes Yes
Short name 2 Characters Yes Yes
Code 5 Digits Yes Yes
• Click on Submit button to create the City
Update City Procedure
• Once a City is used under any other forms like (Pin Code master, Project creation etc.),
User should not be able to change the City Name or City Short Name. • If not used, User should be allowed to edit the City details.
Delete City Procedure
If User has entered an incorrect city entry which he wants to delete it, then system provides a
facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry:
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
System will not allow you to delete a record, if it is already being used by the application in
following forms:-
Pin Code, Pin Code Area, Document, Deviation, Payment plan, Project.
CPC Master
System provides a master module where user can configure the demographic information.
Create CPC Procedure
Below steps should be followed to create new state entry.
• Login into the application as "Admin" user • From top Menu select "Masters" -> "Manage CPC/ASC" -> "Manage Cpc" option as
shown below.
Note: System will redirect you to Manage Cpcs screen.
• Click on "Create" button available on Top right corner of the page
Field Allowed Data Mandatory Unique
State name Drop down selection form State Master Yes ---
City name Drop down selection form City Master Yes ---
CPC 255 Characters Yes Yes
CPC Code 3 Characters Yes Yes
Click on Save button to create the CPC
Update Existing CPC procedure
• Once a CPC is Created, User can update its entry.
Delete CPC Procedure
If User has entered an incorrect CPC entry which he wants to delete it, then system provides
a facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry:
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not be available for selection in any of the forms.
System will not allow you to delete a record, if it is already being used by the application
in forms
Project, APF Letter.
ASC Master
System provides a master module where user can configure the demographic information.
Create ASC Procedure
Below steps should be followed to create new state entry.
• Login into the application as "Admin" user • From top Menu select "Masters" -> "Manage CPC/ASC" -> "Manage Asc" option as
shown below.
Note: System will redirect you to Manage Ascs screen.
• Click on "Create" button available on Top right corner of the page
Note: System will redirect you to Create Asc page.
• Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
State name Drop down selection from State Master Yes ---
City name Drop down selection from City Master Yes ---
CPC Drop down selection from CPC Master Yes Yes
ASC 255 Characters Yes Yes
ASC Code 3 Characters Yes Yes
• Click on Save button to create the ASC
Update Existing ASC procedure
Once an ASC is Created, User can update its entry.
Delete ASC Procedure
If User has entered an incorrect ASC entry which he wants to delete it, then system provides a
facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry:
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not be available for selection in any of the forms
System will not allow you to delete a record, if it is already being used by the application in forms mentioned below:
Project, APF Letter.
Pin Code Master
System provides a master module where user can configure the demographic information.
Create Pin Code Procedure
Below steps should be followed to create new state entry.
• Login into the application as "Admin" user
• From top Menu select "Masters" -> "Manage Pin Code" option as shown below.
Note: System will redirect you to Manage Pin Code screen.
• Click on "Create Pin Code" button available on Top right corner of the page.
Note: System will redirect you to Create Pin Code page.
• Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
State name Drop down selection form State Master Yes ---
City name Drop down selection form City Master Yes ---
Pin Code 6 Digits Yes Yes
• Click on Submit button to create the Pin Code.
Update Existing Pin Code procedure
Once a Pin code is Created, User can update its entry
Delete Pin Code Procedure
If User has entered an incorrect Pin code entry which he wants to delete it, then system
provides a facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
System will not allow you to delete a record, if it is already being used by the application in
following forms:
Pin Code Area, Document, Deviation, Payment plan, Project.
Pin Code Area Master
System provides a master module where user can configure the demographic information.
Create Pin Code Area Procedure
Below steps should be followed to create new state entry.
• Login into the application as "Admin" user • From top Menu select "Masters" -> "Manage Pin code Area Name" option as shown
below.
Note: System will redirect you to Manage Pin Code screen.
Click on "Create Pincode Area Name" button available on Top right corner of the page.
Note: System will redirect you to Create Pin Code Area Name page.
• Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
State name Drop down selection form State Master Yes ---
City name Drop down selection form City Master Yes ---
Pin Code 6 Digits Yes Yes
PinCodeArea Name 75 Character Yes ---
• Click on Submit button to create the Pin Code Area Name
• User can add multiple Pincode Area.
.
Update Existing Pin Code Area Name procedure
Once a Pin code Area Name is Created, User can update its entry.
Delete Pin Code Procedure
If User has entered an incorrect Pin code entry which he wants to delete it, then system
provides a facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not be available for selection in any of the forms.
System will not allow you to delete a record, if it is already being used by the application in
following form:
Project.
Negative Project Master
System has a facility to board Negative Projects into the system.
Negative project list will be uploaded in the system. Also while performing the flow if the project
is marked as Negative before final approval then it will be move to the Negative Project Master
list.
Create Negative Project Procedure
Below steps should be followed to create new state entry.
• Login into the application as "Admin" user
• From top Menu select "Masters" -> "Manage Negative Projects" option as shown below.
Note: System will redirect you to Manage Negative Projects screen.
• Click on "Create Negative Project" button available on Top right corner of the page
Note: System will redirect you to Create Negative Project page.
• Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
Name 35 Characters Yes ---
Project Type
Drop down selection from Project Types
Master Yes ---
Builder Group Search using Builder Group Name Yes Yes
Builder Group Drop down selection from Builder Yes ---
Company Company Master
Date of
Commencement Select date from Calendar No ---
Is Negative Select Radio buttons as Yes or No No ---
Project?
Legal Address (100 chars – All characters allowed) No ---
Plot No (100 chars – All characters allowed) No ---
FP no / TP no (100 chars – All characters allowed) No ---
Survey No/Gut (100 chars – All characters allowed) Yes ---
No/City S No/
Khasra No (100 chars – All characters allowed)
Village Name (100 chars – All characters allowed) No ---
Postal Address (100 chars – All characters allowed) No ---
Street (100 chars – All characters allowed) No ---
Locality (100 chars – All characters allowed) No ---
Landmark (50 chars – All characters allowed) No ---
State Drop down selection form State Master Yes ---
City Drop down selection form City Master Yes ---
Pin Code
Drop down selection form Pin code
Master Yes Yes
Area
Drop down selection form Pin code Area
Master No ---
• Click on Submit button to create the Negative Project.
Update Existing Negative Project Master procedure
Once a Pin code is Created, User can update its entry.
Delete Negative Project Procedure
If User has entered an incorrect Negative Project entry which he wants to delete it,
then system provides a facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not be available for selection in any of the forms.
System will not allow you to delete a record, if it is already being used by the application in
Following forms:
Project.
Agency Master
System has a facility to board new agencies into the system.
Following types of agencies can be added into the system.
• Legal
• Technical
• FCU
• ROC
Scanning Vendor is also an agency but a separate entity which helps only to collect project
documents. Process to add Scanning vendor into the system is same as it is for Technical,
Legal, FCU and ROC.
Once the agencies are created then system asks to create a user account belonging to that
agency.
Once user account is created, system sends an email notification to that user to set up his
password.
Note: Agency at a time can be a part of Legal or Technical or FCU or ROC. It cannot be a part of
both. I.e. Company called “Zion Management” can be a technical agency or legal agency, but it
cannot be both.
System also allows user to setup the jurisdiction for that agency. I.e. Suppose HQ address of
Zion Management is in “Mumbai”, however user can set the Jurisdiction to a “Delhi”, thus any
projects which are created under Delhi can be assigned Zion Management agency.
Create Agency Procedure
Below steps should be followed to create new Agency into the system.
• Login into the application as "Admin" user
• From top Menu select "Masters" -> "Manage Agency" option as shown below.
Note: System will redirect you to Manage Agency screen.
• Click on "Create Agency" button available on Top right corner of the page.
Note: System will redirect you to Create Agency page
Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
Agency Type Check box selection-Legal / Yes
Technical / FCU/ROC
Company Name (255 chars – Only alphabets, space, Yes Yes
hyphens and apostrophe allowed)
Joining Date Select from List(Present & Past Yes ---
date)
Last Review date Select from List(Present & Future No ---
date)
Remarks 5000 characters-Free flow text No ---
Agency Status Check box Selection Yes ---
Address line 1 (255 chars – Space-Hyphen, Yes ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Address line 2 (255 chars – Space-Hyphen, No ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Street (255 chars – Space-Hyphen, No ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Locality (255 chars – Space-Hyphen, No ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Landmark (255 chars – Space-Hyphen, No ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
State Drop down selection form State Yes ---
Master
City Drop down selection form State Yes ----
Master
Pin Code Drop down selection form State Yes ---
Master
Office Contact No (6 digit- min & 13 digit – max – no No ---
special characters)
Agency status:
If Agency status is kept as “Suspended”, then system will not allow you to assign any
new project to that agency, however that agency will be required to complete the
existing assigned projects.
If Agency status is kept as “Active”, then system will allow assigning new projects to that
agency.
• Click on Submit button to create the Agency. System will now redirect you to a page where user can create Login account for
the agency and set its Jurisdiction.
Same page will be displayed to Scanning Vendor with Agency Type selected as Scanning
Vendor by default.
Update Agency user Procedure
• Select the agency record which is create
• Click on Edit icon next to it as shown in below screen shot.
• Click on “Add Key Person” button available at the bottom of the page as shown in below
screen shot.
Note: System will redirect you to user creation form.
• Enter required data as mentioned in below table
Field Allowed Data Mandatory Unique
First name (50 chars – Only alphabets, Yes ---
allowed)
Middle name (50 chars – Only alphabets, Yes ---
allowed)
Last name (50 chars – Only alphabets, Yes ---
allowed)
Mobile No Exact 10 digits No ---
Email ID 255 chars – mandatory-At the rate No ---
(@), dot (.) is allowed
Login Name Only lower Alphabets, number, Yes ---
hyphen, dot & Underscore are
allowed & Login name should start
with alphabet
Address line 1 (100 chars – Space-Hyphen, Yes ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Address line 2 (100 chars – Space-Hyphen, No ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Street (100 chars – Space-Hyphen, No ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Locality (100 chars – Space-Hyphen, No ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Landmark (50 chars – Space-Hyphen, No ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
State Drop down selection form State Yes ---
Master
City Drop down selection form State Yes ----
Master
Pin Code Drop down selection form State Yes ---
Master
Office Contact no (6 digit- min & 13 digit – max NO ---
• Set Jurisdiction for that agency by selecting what all States / cities to which this agency
will work on as shown in below screen shot. For Ex: As per below screenshot, I have set limit for created to Maharashtra state
only, thus any project create outside of this state cannot be assigned to this agency.
• Click on SAVE button. • Once SAVE button is clicked, system will send an Email Notification to user which will
contain Link to the Web portal • User will be required to click on the link and set his/her Security question or answer.
Note: System allows creation of one user account per agency.
Update Agency Details
Update Agency information
System allows you to update the basic information set for any agency.
Below are the steps to follow to update any agency information.
• Click on Edit icon next to the record which you want to update as shown in below screen
shot.
• Make necessary changes to the fields you want to update.
• Click on SAVE button to confirm the changes.
Update Agency Jurisdiction
• Click on Edit icon next to the record which you want to update as shown in below screen
shot.
• Go to bottom of the page where you can the user information which was created for that
agency as shown in below screen shot. • Click on Edit icon to update the user information.
• Update the state, city pin code selection done for that user as shown in below screen.
• Click on SAVE button to update the record.
Delete Agency Procedure
If User has entered an incorrect entry which he wants to delete it, then system provides a
facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry.
• Click on Delete Icon as highlighted in below screenshot.
• System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
On deleting agency from the system, it does not delete the user account from the
system.
User can disable that user account from Manage Users page.
Agency cannot be deleted if there are any projects pending in agencies bin. User will
be required to open each project and reassign it to different agencies, then only
system will allow administrator to delete the selected agency entry.
Builder Group Master
System provides a master module where user can configure the standard builder groups list.
Below steps helps you to manage builder groups into the system.
Create Builder Group Procedure
• Login into the application as "Admin" user
• From top Menu select "Masters" -> "Manage Builder Groups" option as shown
Note: System will redirect you to Manage Builder group screen. Click on "Create Builder group" button available on Top right corner of the page
Note: System will redirect you to Create Builder Group Page
Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
Builder Group name 255 chars - Only alphabets, space, Yes Yes
hyphens and apostrophe allowed)
Builder Group Single Select Radio Yes ---
Status Button(Active/Suspended
Builder Grade Drop Down No ---
Selection(A/B/C/D/E/Non graded
Address line 1 (255 chars – Space-Hyphen, Yes ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Address line 2 (255 chars – Space-Hyphen, No ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Street (255 chars – Space-Hyphen, No ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Locality (255 chars – Space-Hyphen, NO ---
Forward slash, backward slash is
allowed
Landmark (255 chars – Space-Hyphen, NO ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
State Drop down selection form State Yes ---
Master
City Drop down selection form State Yes ----
Master
Pin Code Drop down selection form State Yes ---
Max Exposure Cap
Only digits allowed, no special NO ---
characters) Yes ---
Builder Group status:
If status is kept as “suspended”, then system will not allow you to create any new project
under it.
If status is kept as “Active”, then system will allow creating new project under it
Click on Submit button to create the Builder Group. System will now redirect you to a page where Builder Group Owner Information needs to
be submitted.
Note: System will redirect you to Add Builder Group Owner information page
• Enter required in the fields and click on submit button
Field Allowed Data Mandatory Unique
Name 255 characters. Alphabets(a-z), space, - , Yes No
Gender Single Select Radio Button(M/F) Yes --
Mobile No 10 digits NO NO
Landline no’s (6 digit- min & 13 digit – max) NO NO
Email ID (255 chars – at the rate (@), dot (.) is allowed) NO NO
• Click on Add button will allow to Add multiple Owner details as shown Below
• Click on Submit Button will add owner information to the builder group.
Update Builder Group
• Update Builder Group information
System allows you to update the basic information set for any Builder Group.
Below are the steps to follow to update any Builder Group information.
Click on Edit icon next to the record which you want to update as shown in below screen
shot.
Make necessary changes to the fields you want to update.
Click on SAVE button to confirm the changes.
Update Builder Group Owner Information
System allows you to update Owner information.
Below are the steps to follow to update Builder group owner information
Click on Edit icon next to the record which you want to update as shown in below screen
shot.
• Go to bottom of the page where you can the Owner information which was created for
that Builder group as shown in below screen shot. • Click on Edit icon to update the user information.
• Make necessary changes to the fields you want to update
• Click on SAVE button to update the record.
Delete Builder Group procedure
If User has entered an incorrect entry which he wants to delete it, then system provides a
facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
• System will not allow you to delete a record, if it is already being used by the
application in any project • If no project is assigned to that Builder group, then user should be able to delete it.
Builder Company Master
System provides a master module where user can configure Builder companies for each
builder group.
Below steps helps you to manage builder companies for each group.
Create Builder Company Procedure
• Login into the application as "Admin" user • From top Menu select "Masters" -> "Manage Builder Companies" option as
shown below.
Note: System will redirect you to Manage Builder Company screen.
• Click on "Create Builder Company" button available on Top right corner of the page.
Note: System will redirect you to Create Builder Company Page
Enter required in the fields and click on submit button
Field Allowed Data Mandatory Unique
Builder Company 255 chars - Only alphabets, space, Yes Yes
name hyphens and apostrophe allowed)
Builder Group Drop Down Selection from Master Yes ---
Address line 1 (255 chars – Space-Hyphen, Yes ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Address line 2 (255 chars – Space-Hyphen, NO ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Street (255 chars – Space-Hyphen, NO ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Locality (255 chars – Space-Hyphen, NO ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Landmark (255 chars – Space-Hyphen, NO ---
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
State Drop down selection form State Yes ---
Master
City Drop down selection form State Yes ----
Master
Pin Code Drop down selection form State Yes ---
Master
Max Exposure Cap Only digits allowed, no special NO ---
characters)
Owner Name 255 chars - Only alphabets, space, Yes NO
hyphens and apostrophe allowed)
Mobile No 10 digits NO NO
Email ID (255 chars – at the rate (@), dot (.) Yes NO
is allowed)
Supervisor Email (255 chars – at the rate (@), dot (.) Yes NO
is allowed)
Bank Drop Down Selection Yes ---
Bank Address (255 chars – Space-Hyphen, NO No
Comma, Open & close brackets,
Forward slash, backward slash is
allowed)
Account no’s Only Numeric values NO NO
Cheque Favor Alpha numeric and characters like NO NO
., ( ) & - are allowed
Builder company Single Radio button selection Yes ---
Status
Note: Builder company status (Marked as suspended). This will not impact the existing
projects created under a builder company
• During creation of a project suspended builder company will not be display into the list.
• Click on Submit button to create the Builder Company.
Update Existing Builder Company Procedure
Builder Company Details can be updated this will not impact the existing projects
Click on Edit Icon as shown in below screen shot
• Make necessary changes to the fields you want to update.
• Click on SAVE button to confirm the changes.
Delete Existing Builder Company
If User has entered an incorrect entry which he wants to delete it, then system provides a
facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
• Once any project is assigned to that Builder Company, User will not be able to delete
that Builder Company in future. • If no project is assigned to that Builder Company, then user should be able to delete it.
Standard Payment Plan
System helps to configure standard payment plan across each city depending on
the structure type.
Thus System allows having two separate standard payment plan in Mumbai city
mapped to “Load bearing Structure” or “RCC Framed structure”
Also system allows having separate plan for “Load bearing structure” in Mumbai city or
Delhi city.
Below steps helps you to manage standard payment plan into the system.
Create Standard Plan
• Login into the application as "Admin" user
• From top Menu select "Masters" -> "Manage Standard Plan" option as shown below.
Note: System will redirect you to manage standard Plan screen.
• Click on "Create Standard Plan" button available on Top right corner of the page.
Note: System will redirect you to Create standard plan page.
• Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
Plan name Hardcoded to Standard Yes
Structure type Drop Down Selection Yes ---
State Drop Down selection from master Yes ---
City Drop Down selection from master Yes ---
Stage of Alpha numeric Values are allowed with Yes ---
Construction Space. Also characters like (% & ( ) - ) are
allowed
% Work max 3 digits numeric values are allowed Yes ---
Complete
% max 3 digits numeric values are allowed Yes ---
Disbursement
Recommended
At the time of creation, User has an option to create a same standard plan for multiple
cities.
Structure Type is mapped to Property Type. E.g. If RCC (High Rise) is mapped to
BuildingWingFLat (BWF) then same structure type will not be mapped to Plot and
Bungalow.
Note-% Disbursement Recommended should always be greater than % Work Complete
Click on Add button will allow adding multiple records.
Click on Submit button will create standard plan for all cities selected.
Note: If standard payment plan exists for Mumbai city and load bearing structure, then
system will not allow you to create new standard plan for same Mumbai city and load
bearing structure, User will be required to update existing standard plan details.
Update Existing Standard plan
At any point of time user has an option to update standard plan created for any city by
performing below steps.
• Select a standard plan record which you want to update and click on Edit Action as
shown in screen shot below.
Make the necessary changes to the payment plan as desired. User can perform "Floor Wise Separation" by clicking on the checkbox beside each Stage
of Construction except the 1st stage as shown
The above checkbox selection separates the marked Stage of Construction as per the No.
of Floors in a building. Click on Save to confirm the changes.
Note: Any changes done to the standard plan will not affect the Approved/ Rejected or In
progress projects (in which payment plan data is entered).
Updated payment plan will be applicable to the newly created projects into the system.
Delete Existing Standard plan
System does not provide an option to delete any standard plan as they are required for project
level comparison for each city and hence they should be available all the time.
Structure Type Master
Initially we had only three hardcoded structure types. Now we can create structure types
using master for which a Standard Plan can be defined through Standard Plan master.
Create Structure Type Procedure
Below steps should be followed to create new state entry.
• Login into the application as "Admin" user • From top Menu select "Masters" -> "Manage Type" -> "Manage Structure Types"
option as shown below.
Note: System will redirect you to Manage Structure Type screen.
• Click on "Create Structure Type" button available on Top right corner of the page
Note: System will redirect you to Create Structure Type
• Enter required in the fields and click on submit button
Field Allowed Data Mandatory Unique
Name 50 Characters allowed - Special Yes Yes
characters restricted
Property Radio button selection Yes ---
Note: Once Structure Type is assigned to any Property then same Structure Type cannot be
assigned to another property. Create Structure Type very carefully.
Update Structure Type Procedure
• Once a Structure Type is Created, user will not be able to change the Property
• User can update Name.
Delete Existing Structure Type
If User has entered an incorrect Structure Type entry which he wants to delete it, then
system provides a facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
System will not allow you to delete a record, if it is already being used by the application in
the forms mentioned below:
Project, Payment Plan, Units.
Project Type Master
System provides a master module where user can configure the demographic information.
Create Project Type Procedure
Below steps should be followed to create new state entry.
• Login into the application as "Admin" user • From top Menu select "Masters" -> "Manage Type" -> "Manage Project Types" option as
shown below.
Note: System will redirect you to Manage Project Type screen.
• Click on "Create Project Type" button available on Top right corner of the page
Note: System will redirect you to Create Project Type page.
• Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
Code Max 3 Characters. Alphabets(a-z), Special Yes Yes
Characters allowed except "%"
Project Type 255 Characters. Alphabets(a-z), Special Yes Yes
Characters allowed are "&,(,)".
Click on Submit button to Create Project Type.
Update Project Type Procedure
• User can update Code & Project Type.
Delete Existing Project Type
If User has entered an incorrect Project Type entry which he wants to delete it, then system
provides a facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
System will not allow you to delete a record, if it already being used by the application in
following forms:
Project.
Manage Product Type Master
Below steps will help you to manage Product Type for each group.
Create Product Type Procedure
• Login into the application as "Admin" user • From top Menu select "Masters" -> "Manage Product Type" option as shown below.
Note: System will redirect you to Manage Product Type screen.
• Click on "Create Product Type" button available on Top right corner of the page
Note: System will redirect you to Create Product Type Page
• Enter required in the fields and click on submit button
Field Allowed Data Mandatory Unique
Unit
255 Characters. All Characters allowed
except "%" Yes Yes
• Click on Submit button to create Product Type
Update Existing Product Type Procedure
• Product Type Details can be updated this will not impact the existing projects • Click on Edit Icon as shown in below screen shot • Make necessary changes to the fields you want to update. • Click on SAVE button to confirm the changes.
Delete Existing Product Type
If User has entered an incorrect entry which he wants to delete it, then system provides a
facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
Click on Delete Icon as highlighted in below screenshot. System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
Manage Loan Type Master
Below steps will help you to manage Loan Type for each group.
Create Product Type Procedure
Login into the application as "Admin" user From top Menu select "Masters" -> "Manage Loan Type" option as shown below
Note: System will redirect you to Manage Loan Type screen.
• Click on "Create Product Type" button available on Top right corner of the page
Note: System will redirect you to Create Product Type Page
• Enter required in the fields and click on submit button
Field Allowed Data Mandatory Unique
Loan Type
255 Characters. All Characters allowed
except "%" Yes Yes
• Click on Submit button to create Loan Type.
Update Existing Loan Type Procedure
• Product Type Details can be updated this will not impact the existing projects • Click on Edit Icon as shown in below screen shot • Make necessary changes to the fields you want to update. • Click on SAVE button to confirm the changes.
Delete Existing Loan Type
If User has entered an incorrect entry which he wants to delete it, then system provides a
facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
Manage Disb Authority Percentages Master
Below steps helps you to manage builder companies for each group.
Create Disb Authority Percentage Procedure
• Login into the application as "Admin" user • From top Menu select "Masters" -> "Manage Disb Authority Percentages" option as
shown below.
Note: System will redirect you to Manage Disb Authority Percentages screen.
• Click on "Create" button available on Top right corner of the page
Note: System will redirect you to Create Disb Authority Percentages Page
Enter required in the fields and click on submit button
Field Allowed Data Mandatory Unique
Up to % Deviation Only Numbers from 1 - 100 Yes ---
Builder Group Drop Down Selection from Master No ---
Grade
Authority Hardcoded options available in Yes ---
Dropdown (L1 - L6)
Assigned Cities
Tree Picker. User can assign cities as
required Yes ---
• Click on Submit button to create the Builder Company
Update Existing Disb Authority Percentage Procedure
Click on Edit Icon as shown in below screen shot.
Delete Existing Disb Authority Percentage
If User has entered an incorrect Disb Authority Percentage entry which he wants to delete it,
then system provides a facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not be available for selection in any of the forms.
Manage City Reminder Times Master
Below steps will help you to manage City Reminder Time for each group.
Create City Reminder Times Procedure
• Login into the application as "Admin" user • From top Menu select "Masters" -> "Manage City Reminder Times" option as shown
below.
Note: System will redirect you to manage city reminder time screen.
Click on "Create" button available on Top right corner of the page
Note: System will redirect you to Create City Reminder Time page.
• Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
Unit Dropdown selection Hardcoded Yes
Time/Days Numeric Field Yes ---
Assigned Tree Picker will provide State, City Yes ---
Cities mapping
Click on Submit button to create the City Reminder Time.
Note- Duplicate Entries cannot be created.
Update Existing City Reminder Times
At any point of time user has an option to update Disb Authority Percentage created for
any city by performing below steps.
Select a Disb Authority Percentage record which you want to update and click on Edit
Action as shown in screen shot below. Make the necessary changes to the payment plan as desired.
Click on Save to confirm the changes.
Delete Existing City Reminder Times
If User has entered an incorrect entry which he wants to delete it, then system provides a
facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
Manage Project Category Master
Below steps will help you to manage City Reminder Time for each group.
Create Project Category Procedure
• Login into the application as "Admin" user • From top Menu select "Masters" -> "Manage Project Category" option as shown below.
Note: System will redirect you to Manage Project Category screen.
• Click on "Create Project Category" button available on Top right corner of the page
Note: System will redirect you to Create Builder Company Page
• Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
Project Category
100 Characters. Alphanumeric &
special Characters allowed except
"%". Yes Yes
Update Existing Project Category Procedure
• Project category Details can be updated this will not impact the existing projects • Click on Edit Icon as shown in below screen shot • Make necessary changes to the fields you want to update. • Click on SAVE button to confirm the changes.
Delete Existing Project Category
If User has entered an incorrect entry which he wants to delete it, then system provides a
facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the forms.
Document Master
System provides a master module where user can configure PAN India document list and
map it out to applicable states or cities.
Below steps helps you to manage these documents in the system.
Create Document procedure
• Login into the application as "Admin" user
• From top Menu select "Masters" -> "Manage Document" option as shown below.
Note: System will redirect you to Manage Documents screen.
• Click on "Create Document" button available on Top right corner of the page
Note: System will redirect you to Create Document page.
• Enter required in the fields and click on save & Next button.
Field Allowed Data Mandatory Unique
Name 255 characters. Alpha numeric space Yes ---
allowed
Description 255 characters. Alpha numeric space Yes ---
allowed
Document
Type
Radio Button
Selection(Technical/Legal/Others) Yes ---
• Clicking on SAVE & NEXT button will create document into the system and redirect
user to State, City, Pin Code mapping page.
• On this page user can select what all state, city in which document is applicable.
• For Ex : If we have created a document called “BMC Approval Letter” and mapped it to Mumbai city, then projects which are created outside of Mumbai city will not be able to
upload any document mapped as “BMC Approval Letter”.
Update Existing Document and its mapping
Once a Document is created, user can update document name and its description details
• Click on Edit icon to open Update document page
• Make necessary changes as required.
• User can also change the state / city level mapping done for that document.
Note: This will not affect existing projects.
Delete Existing Document
If User has entered an incorrect document list which he wants to delete it, then system
provides a facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot. • System will ask for confirmation prompt whether you want to continue with operation
or not. • If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Note: Deleted entry will not available for selection in any of the new projects
• Once selected documents are uploaded into the project, then system restricts
administrator to delete that document entry from Master list.
• If selected document is not assigned to any of the project then only Admin will be
able to delete that document.
Deviation Master
System provides a master module where user can configure standard list of deviations and
provide the respective authority details who can approve it.
Below steps helps you to manage standard deviation list
Create Standard Deviation
• Login into the application as "Admin" user
• From top Menu select "Masters" -> "Manage Deviation" option as shown below.
Note: System will redirect you to Manage Deviation screen.
• Click on "Create Deviation standard" button available on Top right corner of the page.
Field Allowed Data Mandatory Unique
Name 255 characters. Alpha numeric space Yes ---
allowed
Description 255 characters. Alpha numeric space NO ---
allowed
Agency type Multiple Radio Button Yes ---
Selection(Technical/Legal/FCU/ROC)
User Authority Drop Down Selection(L1-L6) Yes ---
Click on Create will create Deviation
Note: • If agency type is selected as Legal, then user can select that deviation under Legal
section only on Recommendation screen of Project, This deviation will not be available
under FCU, ROC or Technical. • If User Authority is selected as L4, then selected deviation can be marked to be approved
by any of the L4, L5 or L6. It cannot be assigned to Lower authority level.
Update Existing Deviations
Once a Deviation is created, administrator has rights to update deviation entry and change
the deviation authority.
System will not allow to update agency type for any deviation if it is already assigned under
any project.
Delete Existing Deviation
• Administrator has the rights to delete any existing deviation created in the system.
• System will not allow you to delete the deviation entry if it is assigned under any project.
Manage Forums
Below steps will help you to create Forums for each group.
Create Forums
• Login into the application as "Admin" user
• From top Menu select "User Management" -> "Manage Forums" option as shown below.
Note: System will redirect you to Manage Forum screen.
• Click on "Create Forum" button available on Top right corner of the page.
Note: System will redirect you to Create Forum page.
• Enter required in the fields and click on save & Next button.
• Forums can be created by selecting Role, Authority and City.
• Forums are of 3 type: Local, Regional and National.
• Local forum can be created by State and City Selection with any Role, Authority or City.
• Regional Forum can be created only by State selection with any Role, Authority or City. • National Forum is applied PAN India so no State selection required but has to select
Role, Authority or City for user selection.
Field Allowed Data Mandatory Unique
Name 255 characters. Alpha numeric space Yes Yes
allowed
Type Drop Down Selection hardcoded Yes ---
State/City Tree Picker option Yes ---
Select User By Radio Button selection No ---
User Role Drop Down Selection hardcoded No ---
Max Approval Dependency on Number user selection e.g. No ---
Needed 4 user selected will have 1,2,3,4 options in
the dropdown
Note: Screenshot taken below is an example for Local Forum.
• Click on Create Button to for Forum creation.
• For Single Forum, multiple User Role can be selected to select multiple user for that
particular forum before clicking on Create button.
• The number of users selected and the Max Approval needed dropdown will have same
number e.g. 4 user = 1,2,3,4 in the Max Approval dropdown.
Update Existing Forum
• Click on Edit Icon as shown in below screen shot
• Make the necessary changes to the Forum as desired.
• Click on Save to confirm the changes.
Customer Master
System provides a master module where user can configure Customer details and admin
can perform Unit allocation
Below steps helps you to manage standard deviation list
Create Customer
• Login into the application as "Admin" user
• From top Menu select "Property" -> "Customer" option as shown below.
Note: System will redirect you to Customer screen.
• Click on "Create Customer" button available on Top right corner of the page
Note: System will redirect you to Create Customer page.
• Enter required in the fields and click on save & Next button.
Field Allowed Data Mandatory Unique
First Name 50 characters Yes ---
Middle Name 50 characters No ---
Last Name 50 characters Yes ---
App ID 50 characters Yes ---
Product Master Drop Down selection Yes
Loan Tenure in Numeric 20 Yes
Months
Loan Type Master Drop Down selection Yes
Loan Amount Numeric 50 Yes
Applied
Email 50 alphanumeric, special characters No
Mobile Numeric 13 No
Contact No Numeric 13 No
• Clicking on Create button will create Customer.
Update Existing Customer
Once a Customer is created, administrator has rights to update customer details.
Delete Existing Customers
User is not allowed to delete any of the Customers data from the System.
Property
Subsequent Valuation Period Master
System provides a master module where user can configure the demographic information.
Create Subsequent Valuation Period Procedure
Below steps should be followed to create new state entry.
• Login into the application as "Admin" user • From top Menu select "Property" -> "Subsequent Valuation Period" option as shown
below.
Note: System will redirect you to Subsequent Valuation Period screen.
• Click on "Create" button available on Top right corner of the page.
Enter required in the fields and click on submit button.
Field Allowed Data Mandatory Unique
Value Period Numeric Field Yes ---
(Active)
Value Period Numeric Field Yes ---
(In-Active) City Tree Picker Yes ---
• Click on Submit button to create the Pin Code
Update Existing Subsequent Valuation Period procedure
• Once a Subsequent Valuation Period is Created, User can update its entry.
Delete Subsequent Valuation Period procedure
If User has entered an incorrect Valuation Period which he wants to delete it, then system
provides a facility where Admin can remove such redundant records.
Below are the steps to be followed to delete any entry
• Click on Delete Icon as highlighted in below screenshot.
• System will ask for confirmation prompt whether you want to continue with operation
or not.
• If you do not want to proceed, then click on CANCEL button.
• If you are sure to delete the record, click on OK button.
Change Project Allocation
A new Feature of "Change Project Allocation" is created to allocate a project from one user to
another who has rights to perform same level activity.
• Login with Admin user. • Search the project in "Search All Projects" tab and click on "Change Project
Allocation" icon as shown
• Clicking on "Change Project Allocation" will open popup as shown
• Select User role and corresponding User to whom the project has to be assigned as
shown
• As project is in Launch phase, the dropdown will show three user role – CPA, Sales, Credit
Manager and Credit Officer.
• User can allocate the project to any User Role from the dropdown. • When Project is assigned for "First Round Check", project can be assigned to CPA,
Credit Manager and Credit Officer only for changing the bin as shown
• When Project is assigned for "Data Entry", project can be assigned to CPA, Credit
Manager and Credit Officer for changing the bin as shown
When Project is assigned for "Recommendation", project can be assigned to TM and CM
for changing the bin as shown
• When Project is assigned for "Approval", project can be assigned to "User by Role" or
"User by Authority" for changing the bin as shown
- User by role
- User by Authority
Document Report
• Document Report is a task based activity.
• Login with Admin
• Navigate to User Management-> Roles
• Click on any role to add task.
• Select checkbox for "Reports Tab" and click on Save.
1) Collection Reports:-
• Displays all document that has been collected for particular project
• Navigate to "Reports" tab
• Select "Report Type" -> "Collection".
• Search by "Project Name" or "Approval No".
• List of documents will be displayed as shown below.
•
• Clicking on "Download Report" will download the list in Excel format.
2) PDD Reports:-
• Displays Documents that have crossed Due Date and from how many days the report is
due. • Navigate to "Reports" tab
• Select "Report Type" -> "PDD".
• Search by "Project Name" or "Approval No".
• List of documents will be displayed as shown below.
USER MASTER
System has a facility to create new users into the system.
If the user is Tata Capital user then his password will be AD integrated.
User master does not have provision to create Agencies and Scanning Vendor as they
have separately defined masters.
Below steps should be followed to create new user into the system.
Login into the application as "Admin" user
From top Menu select "User Management -> Manage Users" option as shown below
Note: System will redirect you to Manage User Logins screen.
• Click on "Create User" button available on Top right corner of the page
Note: System will redirect you to Create User page
Enter required data in the fields and click on submit button.
Field Allowed Data Mandatory Unique
First name 50 chars – Only alphabets allowed) Yes ---
Middle name 50 chars – Only alphabets allowed) No ---
Last name 50 chars – Only alphabets allowed) Yes ---
Landline Exact 11 digits No ---
Mobile Number Exact 10 digits No ---
Email 255 chars – mandatory – At the rate (@), dot (.) is
allowed Yes ---
Login Name
Only lower Alphabets, number, hyphen, dot &
Underscore are allowed & Login name should
start with alphabet
Yes ---
Tata Capital User Drop down selection (Yes/No) Yes ---
User Role Drop down selection from Role Master Yes ---
User Authority Drop down selection hardcoded Yes ---
Address Line1
(100 chars – Space-Hyphen, Comma, Open &
close brackets, Forward slash, backward slash is
allowed)
No ---
Address Line2
(100 chars – Space-Hyphen, Comma, Open &
close brackets, Forward slash, backward slash is
allowed)
No ---
Street
(100 chars – Space-Hyphen, Comma, Open &
close brackets, Forward slash, backward slash is
allowed)
No ---
Location
(100 chars – Space-Hyphen, Comma, Open &
close brackets, Forward slash, backward slash is
allowed)
No ---
Landmark
(50 chars – Space-Hyphen, Comma, Open &
close brackets, Forward slash, backward slash is
allowed)
No ---
State Drop down selection from State Master Yes ---
City Drop down selection from City Master Yes ---
Pin Code Drop down selection from Pin Code Master Yes ---
User Assigned
Pin Codes
Tree Picker where user can be assigned up to
State->City->Pin Code level Yes ---
• Set Jurisdiction for that User by selecting what all States/Cities/Pin codes to which this
user will work on as shown in below screen shot.
• For Ex: As per below screenshot, we have set limit for Andaman and Nicobar state
only, thus any project create outside of this state cannot be assigned to this user.
Click on Create button.
Update User Details
System allows you to update the information set for any user.
Below are the steps to update any user information.
Click on Edit icon next to the record which you want to update as shown in below screen
shot.
Make necessary changes to the fields you want to update.
Click on SAVE button to confirm the changes.
We cannot delete any user but system has provision where the user can made Inactive in
the system.
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