state master

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


Create City Procedure

Below steps should be followed to create new city entry.


• 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.


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.




following forms:-

Pin Code, Pin Code Area, Document, Deviation, Payment plan, Project.

CPC Master


Create CPC Procedure


• 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


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.





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


Create ASC Procedure


• 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.


Note: System will redirect you to Create Asc page.



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






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


Create Pin Code Procedure



• 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.





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.







following forms:

Pin Code Area, Document, Deviation, Payment plan, Project.

Pin Code Area Master


Create Pin Code Area Procedure


• 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.





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








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



• 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.



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.







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.


• 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



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 ---



allowed)

Street (255 chars – Space-Hyphen, No ---



allowed)

Locality (255 chars – Space-Hyphen, No ---



allowed)

Landmark (255 chars – Space-Hyphen, No ---



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


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




allowed)




allowed)




allowed)

Locality (100 chars – Space-Hyphen, No ---



allowed)

Landmark (50 chars – Space-Hyphen, No ---



allowed)


Master


Master


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


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




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


• 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



Builder Group name 255 chars - Only alphabets, space, Yes Yes


Builder Group Single Select Radio Yes ---

Status Button(Active/Suspended

Builder Grade Drop Down No ---

Selection(A/B/C/D/E/Non graded




allowed)




allowed)




allowed)

Locality (255 chars – Space-Hyphen, NO ---


allowed

Landmark (255 chars – Space-Hyphen, NO ---



allowed)


Master


Master


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


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


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








• 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


Builder Company 255 chars - Only alphabets, space, Yes Yes

name hyphens and apostrophe allowed)

Builder Group Drop Down Selection from Master Yes ---




allowed)

Address line 2 (255 chars – Space-Hyphen, NO ---



allowed)

Street (255 chars – Space-Hyphen, NO ---



allowed)

Locality (255 chars – Space-Hyphen, NO ---



allowed)

Landmark (255 chars – Space-Hyphen, NO ---



allowed)


Master


Master


Master

Max Exposure Cap Only digits allowed, no special NO ---

characters)

Owner Name 255 chars - Only alphabets, space, Yes NO


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



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








• 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


• 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.



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


• 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



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.







the forms mentioned below:

Project, Payment Plan, Units.

Project Type Master


Create Project Type Procedure


• 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.



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







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



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




Click on Delete Icon as highlighted in below screenshot. System will ask for confirmation prompt whether you want to continue with operation




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



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








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.


Note: System will redirect you to Create Disb Authority Percentages Page

Enter required in the fields and click on submit button


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.






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.



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








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



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








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


• 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.


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






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


• 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.


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


• 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.


• 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.


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


• 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.



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


Create Subsequent Valuation Period Procedure


• 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.



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



• 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.


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.


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



allowed)

No ---

Street



allowed)

No ---

Location



allowed)

No ---

Landmark



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.


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.