APPLICATION : CAS - Kerala State Financial Enterprisespop.ksfe.com/downloads/User Manual_CAS_Proposed Chitty.pdf · APPLICATION : CAS (CENTRALIZED ... How to Change the Total Number

KSFE CAS: User Manual Module: Proposed Chitty

APPLICATION : CAS (CENTRALIZED APPLICATION SOFTWARE) MODULE : PROPOSED CHITTY

PREPARED BY

Prepared by Accel Frontline Ltd for The Kerala State Financial Enterprise Ltd. Page 1

User ManualUser Manual


REVISION HISTORY

CONTENTS


Version Date Description Prepared By Reviewed By

1.0.0 28-07-2010 First Version Reghunath.K Dinesh G



Slno Topic Page

Preface 4

HEAD OFFICE ACTIVITIES

1 How to enter a new Scheme 4

BRANCH ACTIVITIES

2 How to Generate Proposed Chitty Upload File using Data Picker 4

3 How to Feed Proposed Chitty transaction details into Ponnonam 5

4 How to Generate Proposed Chitty Upload File using Ponnonam 6

5 How to Upload Proposed Chitty 7

6 How to Attach Proposed Chitties to a specific scheme 7

7 How to Authorize Proposed Chitties 8

8 How to modify the Commencement Date & Scheme 8

9 How to Cancel the Proposed Chitties 9

10 How to Change the Status of Proposed Chitties to Permanent 9

11 How to Generate Chitty, Customer and Subscriber Registers Upload Files using Data Picker 10

12 How to Generate Agent Register Upload File using Data Picker 10

13 Uploads on Regularization 11

13.1 How to upload Chitty Register 11

13.2 How to upload Customer Register 12

13.3 How to upload Subscriber Register 12

13.4 How to upload Agent Register 13

13.5 How to Attach Chitties to a scheme 14

14 How to Receive and Send Mail(Expression / Suggestions from Public) 16

15 How to Generate Daily Enrollment Upload File 17

16 How to Upload the Daily Enrollment 18

17 How to Change the Total Number of Enrollment after Uploading(Computerized/Non Computerized) 18

PUBLIC ACTIVITIES

18 Public View 16

19 How to send EOI/Suggestions to the Branch(s) 16


PRPREFACE

This Module is used for publishing the details of Chitty proposed by various Branches.



Proposed Chitty details are first fed into the standalone system running at each branch (KSFE BAS in computerized branches and SPM in non-computerized branches). Data extraction features are available to extract the proposed chitty details from both BAS and SPM. Data thus extracted can be uploaded into the web based system KSFE-CAS. The various steps required for bringing this information into a publishable mode are done through KSFE-CAS. Once the data become ready for publishing, it will be available to the common people through KSFE.COM

1. How to enter a new SchemeVarious schemes details will be kept as a separate list. This will be maintained by HO.

1. Login to CAS.2. Navigate to: Utilities->Foundations->Chitty Schemes

3. Click New button and enter required fields.4. Click Submit button to save the new scheme.5. For modification, Click the required scheme number from the list.6. The details will be displayed in the above fields.7. Click Modify button to make the fields editable.8. Make required change and click Submit button to save the changes.

2. How to generate Proposed Chitty Upload File from Data PickerIn computerized branches, a module named as DATA PICKER is used for this purpose. Follow the navigation shown below for generating the upload files

1. Login to Data Picker.2. Set the extraction path before extracting file through ‘Data Extraction->Path Control’.3. Navigate to: Data Extraction->Chitty->Proposed Chitty Details.



4. Click on *** button to show the details in list.5. Click Add button to add details (Name of the Output file is ‘‘Proposed Chitty-<Date>.CSV’)

3. How to feed Proposed Chitty Transaction details into the Local Stand-alone System (Ponnonam Software)

1. Login to Ponnonam software.2. Navigate to : CASData Preparation->Chitty->Proposed Chitty

3. Enter all required values.4. Click Add button to add entered details



4. How to Generate Proposed Chitty Upload File using Ponnonam Software 1. Login to Ponnonam software.2. Set the extraction path before extracting file through ‘CAS Data Preparation->Path

Control’.3. Navigate to: CAS Data Extraction->Chitty->Proposed Chitty

4. Click on *** button to show the details in list.5. Click Add button to add details (Name of the Output file is ‘‘Proposed Chitty-<Date>.CSV’)

5. How to Upload Proposed Chitty Details1. Login to CAS.2. Navigate to : Chitty->Proposed Chitty->Upload Proposed Chitty

3. Click Load File button to navigate to required folder for selecting extracted file.4. Upload the required Proposed Chitty file (For Example : Proposed_Chitty-27-Jul-2010.CSV)



5. Click Submit button to submit the uploaded data.

6. How to Attach Proposed Chitties to a specific SchemeBranches are not able to change the scheme details; they can only link a particular chitty to a scheme.

1. Login to CAS2. Navigate to: Chitty->Proposed Chitty->Attach Chitty to Scheme.

3. Click on required square box(s) provided in the left side of the Temp Chitty No.4. Select the required scheme from ‘Assign Selected Chitties to the scheme’ combo box.5.Click Attach button to attach the selected proposed chitties to the selected scheme.

7. How to Authorize Proposed ChittiesOnly after authorization, the proposed chitties will be visible to the public.

1. Login to CAS.2. Navigate to: Chitty->Proposed Chitty->Authorize/Modify/Cancel



3. Click on required square box(s) provided in the left side of the Temp Chitty No.4. Click Authorize button to authorize the selected proposed chitties.

8. How to Modify the Commencement Date and Scheme The commencement dates and schemes of the Temporary /Authorized proposed chitties can be altered through this activity.

1. Login to CAS.2. Navigate to: Chitty->Proposed Chitty->Authorize/Modify/Cancel3. The ‘Proposed Date of Commencement’ and ‘Scheme’ column of selected proposed

chitties become editable by clicking Modify Commencement Date & Scheme link.

4. Make the required changes in ‘Proposed date of Commencement’ column or select the required scheme from ‘Assign Selected Chitties to the Scheme’ combo.

5. Click Apply Changes button to apply the changes.

9. How to cancel the Proposed Chitties1. Login to CAS.2. Navigate to: Chitty->Proposed Chitty->Authorize/Modify/Cancel.3. A text area will become visible under the selected row by clicking on Cancel Chitty link.



4. Give the reason for cancellation in this text area provided.5. Click Apply Changes to complete the modification.

10. How to Change the Status of proposed chitties to PermanentStatus of the chitties will automatically become ‘permanent’ when the relevant details are uploaded through ‘Uploads on Regularization’ steps (Step 13). Else the user can change the status through this option.

1. Login to CAS.2. Navigate to: Chitty->Proposed Chitty->Authorize/Modify/Cancel.3. Only records with authorized status can be changed to Permanent.

4. Click Make Chitty Status Permanent link, status of the selected chitties will be set to ‘Permenant’.

11. How to Generate Chitty Register, Customer Register and Subscriber Register Upload File

For Computerized branches:

1. Login to Data Picker Software.2. Set the extraction path before extracting file through ‘CAS Data Preparation->Path

Control’.



3. Navigate to: Data Extraction->Chitty->Permanent Chitty Details.

For Non-computerized branches:

1. Login to Ponnonam Software and update Chitty Register, Customer Register and Subscriber Register. 2. Set the extraction path before extracting file through ‘CAS Data Preparation->Path

Control’. 3. Navigate to: Data Extraction->Chitty->Permanent Chitty Details.

4. Click on *** button to show the details in the list.5. Click Add button to add details.

(Name of the Output files are ‘‘Chitty-Reg<Date>.CSV, Customer_Reg<Date>.CSV an Subscriber_Reg<Date>.CSV’)

12. How to Generate Agent Register Upload File1. Login to Data Picker/Ponnonam Software.2. Set the extraction path before extracting file through ‘CAS Data Preparation->Path

Control’.3. Navigate to: Data Extraction->General->Agent Details.



4. Click on *** button to show the details in the list.5. Click Add button to add details.(Name of the Output file is ‘‘Agent-Reg<Date>.CSV)

13. Uploads on RegularizationStatus of the chitties will automatically become ‘permanent’ when the relevant details are uploaded. Here Different uploads possible for Chitty Register, Customer Register, Subscriber Register and Agent Register.

13.1 How to Upload Chitty Register1. Login to CAS.2. Navigate to: Chitty->Proposed Chitty->Uploads on Regularization->Chitty

Register.

3. Click Load File button and locate the CSV file ‘CHITTY_REG-<DATE> ‘.



4. Click Submit button to save the uploaded details.

13.2 How to Upload Customer Register1. Login to CAS.2. Navigate to: Chitty->Proposed Chitty->Uploads on Regularization->Customer

Register.

3. Click Load File button and locate the CSV file ‘CUSTOMER_REG-<DATE> ‘.4. Click Submit button to save the uploaded details.

13.3 How to Upload Subscriber Register1. Login to CAS.2. Navigate to: Chitty->Proposed Chitty->Uploads on Regularization->Subscriber

Register.



3. Click Load File button and locate the CSV file ‘SUBSCRIBER_REG-<DATE> ‘.


13.4 How to Upload Agent Register1. Login to CAS.2. Navigate to: Chitty->Proposed Chitty-> Uploads on Regularization->Agent

Register



3. Click Load File button and locate the CSV file ‘AGENT_REG-<DATE> ‘.


13.5 How to Attach Chitty to a Scheme1. Navigate to: Chitty->Proposed Chitty->Uploads on Regularization->Chitty Attach

to Scheme.2. Click on required square box(s) provided in the left side of the Temp Chitty No.3. Select the required scheme from ‘Assign Selected Chitties to the scheme’

combo box.4. Click Attach button to attach the selected records to the selected scheme.

14. Public View Public can find various chitties proposed by various branches. The proposed chitties will be visible to the public only after its authorization.

1. Using public view link in the ksfe.com, user can navigate to public view screen.2. Public can view the proposed chitty details using different filter options.



3. Click Show button to display the proposed chitty details by the combo selection given.

4. Public can down load VARIYOLA through Down Load Application Form (VARIYOLA) link.5. For sending interest or expression mail to the selected branch, Click Send Expression

of Interests / Suggestions to Branch link.



15. How to send Expression of Interest / Suggestions to the BranchesPublic can intimate their interest in proposed chitties to branches. Similarly, if they have any suggestions regarding the future chitty proposals that can also be intimated to the corresponding branch.

1. In the Public View screen, Click Send Expression of Interests/Suggestion to Branch link will navigate to details entry screen.2. If any specific District or Branch were selected in Public View screen, it will be automatically carried over to this screen. Otherwise, public can select the District and Branch from the corresponding combo.

3. User can add ‘Comments’ for selected chitties.4. Enter required fields in My Details tab.5. User can enter their suggestions in More Suggestions tab.6. Click Submit to send the details as mail to selected branch.

16. How to Receive and Send Mail(Expression/Suggestions from Public) Inward and outward mails are arranged under INBOX and SENT ITEMS folder respectively. User interests and suggestions get dumped in the Inbox, and the reply from KSFE cumulates in the Sent Items.

1. Login to CAS.2. Navigate to: Chitty->Proposed Chitty->Mail Box



3. In the INBOX, new mails will be shown in bold.4. The sorted mails listed in the basis of selected ‘Chitty Number’.5. Click Name of Sender link navigate to reply sending screen and enter any comments in

‘Compile Reply’.

6. Click Send for sending the reply.

17. How to Generate Daily Enrollment Upload file 1. Login to Data Picker Software.2. Set the extraction path before extracting file through ‘CAS Data Preparation->Path

Control’.3. Navigate to: Data Extraction->Chitty->Proposed Chitty Enrollment Details.



4. Click on *** button to show the details in the list.5. Click Add button to add details.(Name of the Output file is ‘‘Chitty_Enrollment-

<Date>.CSV)

18. How to Upload the Daily Enrollment from branches(Computerized) In computerized branches this will be done through a data upload. All Chitties currently in the proposed stage will be listed automatically.

1. Login to CAS.2. Navigate to: Chitty->Proposed Chitty->Daily Enrollment->Upload Daily Enrollment.3. Click Load File button and locate the upload file.

4. Click Submit button to submit the enrollment details.

19. How to Update Total Number of Enrollment (for non- computerised branches)1. Login to CAS.2. Navigate to: Chitty->Proposed Chitty->Daily Enrollment->Entry3. If an entry already exist in the selected date Click View Details to list the

enrollments.4. Click Modify link the ‘Number of enrolments Made’ field become editable.



5. Feed the number of enrolments in the selected date against each ‘Proposed Chitty Number.

6. Click Submit to save details.


Documents

APPLICATION : CAS - Kerala State Financial Enterprisespop.ksfe.com/downloads/User Manual_CAS_Proposed Chitty.pdf · APPLICATION : CAS (CENTRALIZED ... How to Change the Total Number