My RDD Dynamic Forms Management
User manual Version 1.0
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Version Revision Date Author Reviewed By Remarks V1.0 09-May-2019 Syamala Sharma Akshay Chandekar Initial Copy!
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Table of Contents…
1 Introduction ......................................................................................................................................... 4
2 Process Hierarchy................................................................................................................................. 5
3 General Operating Procedures ........................................................................................................... 15
3.1 Search .......................................................................................................................................... 15
3.2 Records Display ............................................................................................................................. 15
3.3 Pagination..................................................................................................................................... 15
4 RDD Principal Secretary Login .............................................................................................................. 6
4.1 Dashboard ...................................................................................................................................... 1
4.2 Change Password ............................................................................................................................. 1
5 Forms ................................................................................................................................................... 1
5.1 Group............................................................................................................................................. 1
5.1.1 Add Group.............................................................................................................................. 4
5.2 Forms............................................................................................................................................. 6
5.2.1 Add Form ............................................................................................................................... 6
5.3 Fields ............................................................................................................................................. 1
5.3.1 Create New Field ..................................................................................................................... 2
5.4 Import Form Data .......................................................................................................................... 10
6 Submitted Forms................................................................................................................................ 12
7 Assigned Forms .................................................................................................................................. 14
8 District CEO /ZPCO Login .................................................................................................................... 16
8.1 Dashboard .................................................................................................................................... 16
8.2 Change Password ............................................................................................................................. 1
9 Forms ................................................................................................................................................... 1
9.1 Group............................................................................................................................................. 1
9.1.1 Add Group.............................................................................................................................. 4
9.2 Forms............................................................................................................................................. 6
9.2.1 Add Form ............................................................................................................................... 6
9.3 Fields ............................................................................................................................................. 1
9.3.1 Create New Field ..................................................................................................................... 2
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9.4 Import Form Data .......................................................................................................................... 10
10 Submitted Forms................................................................................................................................ 11
11 Assigned Forms .................................................................................................................................. 13
11.1 Edit Form ...................................................................................................................................... 13
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1 Introduction
Rural Development Department periodically requests information from the Zilla Parishad’s. This process
currently is done manually which is time consuming and requires multiple follow-ups. Also the data requested
doesn’t come in a standardized format, which required additional effort to collate the data at RDD.
The Forms module is developed in the My_RDD application which has the facility to create custom Form, with
required fields and send to various divisions, districts or blocks officials. This manual illustrates the flow of the
process right from creating the Form, Form fields and intended recipient groups. This manual is created as a
supporting document to work with My RDD portal.
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2 Process Hierarchy
Process Hierarchy:
Forms can be created with custom fields and set submission date and sent to the various government
officials down the hierarchy requesting the information as illustrated in the above image.
Maker logins of Principle Secretary and Deputy Secretary can be used by various sectional officers to
create forms and float it requesting information from Divisions / Zilla Parishad’s / Blocks.
Divisions are managed by the Divisional Commissioners
Under each Division there are multiple districts and each district is managed by District CEO
There are multiple blocks under each district. Each block is managed by Block Officials
Note: The Forms can be sent down the hierarchy, whereas it cannot be sent to superiors in
hierarchy. If State Secretary is sending specific form directly to CEOs, then Deputy Secretary can
also view the form and details submitted by CEOs. The same applies to Divisional Commissioner of
each of its respective region.
Principal Secretary
Deputy Secretary
(Divisions) Division
Commissioner 1
(Divisions) Division Commissioner ...n
Districts (District CEO
/ZPCO) 1
Districts (District CEO/ZPCO)...n
Blocks (Block Officials) 1
Blocks (Block Officials) .. n
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3 RDD Principal Secretary Login Enter URL in the address bar of your internet explorer and press Enter Key. Login screen will be displayed:
Figure 3-1
Enter User Name and Password
Enter CAPTCHA Code as displayed and click button
You will be directed to the Dashboard
Click in case of forgotten password
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3.1 Dashboard
Figure 3-2
- Logged in user information
-Notifications
-Search/Pagination
-Menu
3.2 Change Password
Figure 3-3
For first time login system displays message to change password;
Enter current password, new password and re-enter new password to confirm password
Click to change password
You can access following Menu options from Dashboard;
Forms
Submitted Forms
Assigned Forms
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4 Forms Secretary can create custom Forms and send across various officials within the state.
4.1 Fields
Path: Forms >> Fields
Figure 4-1
Existing fields will be displayed in list with following column headings;
#ID
Field Name
Label
Field Type
Status
Actions
o You can Edit specific record by selecting (edit) icon
o Delete specific field by selecting (delete) icon
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4.1.1 Create New Field
Click on top right corner of Fields listing screen;
Figure 4-2
Enter following detail to create new field:
Field Name: Enter filed name
Field Label: Enter field label
Field Label In (Marathi / ममममम): Enter field label in Marathi
Information: Tick “Information” checkbox to enter description for the field
Figure 4-3
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Figure 4-4
Click against Attributes and Validations to add attributes and validations for specific field
Enter attribute name, attribute value and attribute name in Marathi e.g.: - attribute placeholder
Enter validation value, message and message in Marathi
Click to delete specific value
Tick “Conditional” checkbox to add Rules
Figure 4-5
Select Field and condition from dropdown list
Select value for operation (And or OR)
Default Value: Enter default value
Status: Tick “status” checkbox to mark field as active
Click button to save field
Click to discard action
4.2 Group Path: Forms >> Group
Official Groups can be created and created form can be sent to the group.
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Figure 4-6
You can also search for specific group or person, using keyword search.
For detailed search functionality, refer: Search.
By default all Groups will be displayed with following column headings:
#ID
Group Name
Actions
o You can Edit specific record by selecting (edit) icon
o Delete specific group by selecting (delete) icon
4.2.1 Add Group
Click from top left panel of Group listing screen;
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Figure 4-7
Enter following details:
Group Name: Enter name for group
Group Name In (Marathi / ममममम); Enter name in Marathi
Add Group User: Select Group users from dropdown list
Users; You can search for specific user by entering name
Or select multiple users from user list by holding down the CTRL key
Click to select the users
Click to select all users
Click to remove specific user from selected list on right
Click to deselect all users
All selected users will be assigned to the group. Any form sent to group will be circulated to all users in
that group
Click to save group
Click to discard action
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4.3 Forms Path: Forms >> Form
You can customize your forms with required fields and share with various officials at division, district or at block
levels.
Figure 4-8
You can also search for specific Form by title, or using keyword search.
For detailed search functionality, refer: Search.
By default all Forms will be displayed with following column headings:
#ID
Form Title
Status ( Forms with Active status only can be sent)
Actions
o You can Edit specific record by selecting (edit) icon
o Delete specific Form by selecting (delete) icon
o Clone specific Form by selecting (clone) icon. This will duplicate the form, you can make
changes if required and reuse the same form
Click to clear browser cache and refresh page.
4.3.1 Add Form
Click from top left panel of Form listing screen;
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Figure 4-9
Enter following details to define specific Form:
Form Title: Enter title for Form
Form Title In (Marathi / ममममम); Enter name in Marathi
Last Submission Date: Enter last submission date,
Note: After this date, officials will not be able to submit the Form, however creator of the form will
have the provision to update last date of submission.
Document: Click to select and upload support document like GO/Circular etc.
Access Group: Select access group from dropdown list. Form will be sent to all the individuals /Groups
selected here
Tick the checkbox to mark specific Form as active
Select Fields from dropdown list
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Figure 4-10
And click add field by selecting button
Selected field will be added to the Form. For example:
Figure 4-11
Here you select “Name of Users” as field; you can enter the new field label and field label in Marathi too for the
same field;
Following options are available for added Form:
o Show on list – will display the field under form list
o Show Grand Sum- will consider the field while adding Grand Total
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o Show Grand Count- will add the field count under Grand Count
o Status – tick the checkbox to mark specific field as ‘active’
o Click to remove the field
o Click to close add field dialogue box
You can add group by selecting button
Figure 4-12
Enter Group name, in English and Marathi and group description in English and Marathi
Click to remove the group
Click to close add group dialogue box
You can add field group by selecting button
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Figure 4-13
Enter Group name, in English and Marathi and group description in English and Marathi
Click to remove the group
Click to close add group dialogue box
Click button to save field in Form
Added Groups/Fields will be displayed on Form;
Click to discard action
4.4 Import Form Data Path: Form >> Import From Data
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Figure 4-14
Select Lange and Form from dropdown list
Click to select the file to import data from external file
Click to take the action
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5 Submitted Forms Submitted Forms from various officials will be displayed here;
You can search for specific Form by using search functionality.
Figure 5-1
Submitted Forms will be displayed with following column headings:
#ID
Name of the User
Division
District
Mobile Number
Work Amount in Lakhs
Submitted By
Actions
o Click (view) icon to view specific form
Click to export submitted Forms to excel format
Click to publish PDF report with submitted Forms
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Figure 5-2
Following are sample the submitted Forms from various officials;
General details
IT_Project_Leads_Hiring_Status
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6 Assigned Forms Forms assigned to different officials will be displayed here;
You can search for specific Form by using search functionality.
Figure 6-1
Assigned Forms will be displayed with following column headings:
#ID
Name
Designation
Policy/GR Reference Number
Sewarth ID
Submitted By
Actions
o Click (view) icon to view specific form
Click to export assigned Forms to excel format
Click to publish PDF report with assigned Forms
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Figure 6-2
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7 District CEO /ZPCO Login Enter URL in the address bar of your internet explorer and press Enter Key. Login screen will be displayed:
Figure 7-1
Enter User Name and Password
Enter CAPTCHA Code as displayed and click button
You will be directed to the Dashboard
Click in case of forgotten password
7.1 Dashboard
Figure 7-2
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- Logged in user information
-Notifications
-Search/Pagination
-Menu
7.2 Change Password
Figure 7-3
For first time login system displays message to change password;
Enter current password, new password and re-enter new password to confirm password
Click to change password
You can access following Menu options from Dashboard;
Forms
Submitted Forms
Assigned Forms
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8 Forms District CEO can create custom Forms and send across various officials under him
8.1 Fields
Path: Forms >> Fields
Figure 8-1
Existing fields will be displayed in list with following column headings;
#ID
Field Name
Label
Field Type
Status
Actions
o You can Edit specific record by selecting (edit) icon
o Delete specific field by selecting (delete) icon
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8.1.1 Create New Field
Click on top right corner of Fields listing screen;
Figure 8-2
Enter following detail to create new field:
Field Name: Enter filed name
Field Label: Enter field label
Field Label In (Marathi / ममममम): Enter field label in Marathi
Information: Tick “Information” checkbox to enter description for the field
Figure 8-3
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Figure 8-4
Click against Attributes and Validations to add attributes and validations for specific field
Enter attribute name, attribute value and attribute name in Marathi
Enter validation value, message and message in Marathi
Click to delete specific value
Tick “Conditional” checkbox to add Rules
Figure 8-5
Select Field and condition from dropdown list
Select value for operation (And or OR)
Default Value: Enter default value
Status: Tick “status” checkbox to mark field as active
Click button to save field
Click to discard action
8.1 Group Path: Forms >> Group
Official Groups can be created and the specific form can be sent to the group.
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Figure 8-6
You can also search for specific group or person, using keyword search.
For detailed search functionality, refer: Search.
By default all Groups will be displayed with following column headings:
#ID
Group Name
Actions
o You can Edit specific record by selecting (edit) icon
o Delete specific group by selecting (delete) icon
8.1.1 Add Group
Click from top left panel of Group listing screen;
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Figure 8-7
Enter following details:
Group Name: Enter name for group
Group Name In (Marathi / ममममम); Enter name in Marathi
Add Group User: Select Group user from dropdown list
Users; You can search for specific user by entering name
Or select multiple users from user list by holding down the CTRL key
Click to select the users
Click to select all users
Click to remove specific user from selected list on right
Click to deselect all users
All selected users will be assigned to the group. Any form sent to group will be circulated to all users in
that group
Click to save group
Click to discard action
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8.2 Forms Path: Forms >> Form
You can customize you forms with required fields and share with various officials at division, district or at block
levels.
Figure 8-8
You can also search for specific Form by title, or using keyword search.
For detailed search functionality, refer: Search.
By default all Forms will be displayed with following column headings:
#ID
Form Title
Status ( Forms with Active status only can be sent)
Actions
o You can Edit specific record by selecting (edit) icon
o Delete specific Form by selecting (delete) icon
o Clone specific Form by selecting (clone) icon. This will duplicate the form, you can make
changes if required
Click to clear browser cache.
8.2.1 Add Form
Click from top left panel of Form listing screen;
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Figure 8-9
Enter following details to define specific Form:
Form Title: Enter title for Form
Form Title In (Marathi / ममममम); Enter name in Marathi
Last Submission Date: Enter last submission date,
Note: once this date is expired, officials will not be able to submit the Form.
Document: Click to select and upload support document like GO/Circular etc.
Access Group: Select access group from dropdown list. Form will be sent to all the individuals /Groups
selected here
Tick the checkbox to mark specific Form as active
Select Fields from dropdown list
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Figure 8-10
And click add field by selecting button
Selected field will be added to the Form. For example:
Figure 8-11
Here you select “Name of Users” as field; you can enter the field label and field label in Marathi too;
Following options are available for added Form:
o Show on list – will display the field under list
o Show Grand Sum- will consider the field while adding Grand total
o Show Grand Count- will add the field count under Grand count
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o Status – tick the checkbox to mark specific field as ‘active’
o Click to remove the field
o Click to close add field dialogue box
You can add group by selecting button
Figure 8-12
Enter Group name, in English and Marathi and group description in English and Marathi
Click to remove the group
Click to close add group dialogue box
You can add field group by selecting button
Figure 8-13
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Enter Group name, in English and Marathi and group description in English and Marathi
Click to remove the group
Click to close add group dialogue box
Click button to save field in Form
Added Groups/Fields will be displayed on Form;
Click to discard action
8.3 Import Form Data Path: Form >> Import From Data
Figure 8-14
Select Lange and Form from dropdown list
Click to select the file to import data from external file
Click to take the action
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9 Submitted Forms Forms submitted by you will be displayed here;
You can search for specific Form by using search functionality.
Figure 9-1
Submitted Forms will be displayed with following column headings:
#ID
Name of the User
Division
District
Mobile Number
Work Amount in Lakhs
Submitted By
Actions
o Click (view) icon to view specific form
Figure 9-2
You can view the Form history in view mode;
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Click to export submitted Forms to excel format
Click to publish PDF report with submitted Forms
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10 Assigned Forms Forms assigned to You will be displayed here;
You can search for specific Form by using search functionality.
Figure 10-1
Assigned Forms will be displayed with following column headings:
#ID
Name
Designation
Policy/GR Reference Number
Sewarth ID
Submitted By
Actions
o Click (view) icon to view specific form
Figure 10-2
10.1 Edit Form
Click (edit) icon to edit specific Form;
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Figure 10-3
Edit required information and click button.
Note: You cannot edit the Form after date mentioned in Latest Submission date.
Click to export assigned Forms to excel format
Click to publish PDF report with assigned Forms
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11 General Operating Procedures
11.1 Search Select the query by number, query type, query tags, and request description
Figure 11-1
Queries will be displayed as per selected search field.
You can also search by keyword:
Figure 11-2
Enter keyword and click button to fetch records by entered keyword
Click to reset search criteria
11.2 Records Display By default ten records /page will be displayed:
You can select the number of records per page by selecting value from dropdown
11.3 Pagination If number of pages are more than one/multiple, then you can navigate to specific page by following navigation
buttons;
Select , and to reach to first, previous, next and last pages respectively.
You can also enter specific page number and press Enter Key.
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