# PT Employee User Manual
## **Counter Employee (CE)**
The citizen can approach the Counter Employee (CE) to register new properties, update property details, apply for title transfer or pay property tax.
The CE can
* [Search properties](#search-property)
* [Collect property tax ](#collect-property-tax)
* [View property details](#view-property-details)
* [Payment history](#payment-history)
* [Register property](#register-property)
* [Edit property](#edit-property)
* [Assess property](#assess-property)
* [Transfer property ownership](#document-verifier-dv-2)
* [Edit application](#edit-application)
* [Reopen application ](#document-verifier-dv-3)
### Search Property
To search for submitted applications or track the status of submitted applications
Navigate to the Property Tax home page. Click on the **Search Property** link.
Select the **Locality**. The system displays the registered localities based on the ULB selected at the time of logging in.
Enter any of the following search parameters or combinations to refine the search for property - the **Owner Mobile No.** or the **Unique Property ID** allotted by the system or the **Existing Property ID** if there is any legacy ID linked to the property.
Click on the **Search** button to view the results**.** Click on the **Clear Search** button to renew the search with different parameters.
### **Search Application**
The search application facility enables users to search for an application.
Click on the **Search Application** option available in the employee inbox.
Enter at least one or multiple search parameters to find the application. The parameters are **Application No.**, **Owner Mobile No.**, **Unique Property ID.**, **Application Type**, **Application Status**, **From Date** and **To Date**.
Search results show 10 records at a time on a page with the option to navigate to the next page.
### **Employee Inbox**
**Employee Inbox** provides the option to search for applications in different states or workflow. Employees get a view of applications assigned to them for further processing.
Enter at least one or multiple parameters to refine the search for property applications. The parameters include **Application No.**, **Mobile No.**, and the **Unique Property ID**.
Click on the **Search** button to view the search results. The search results show the filtered list of property applications along with their status.
Other filters available to refine the view of applications are -
* Assigned to Me
* Assigned to All
* Locality
* Application Type
Click on the **Unique Property ID** hyperlink in the search list screen to access the details. Click on the **Clear Search** button to renew search parameters.
### **Collect Property Tax**
To collect the property tax, follow the steps outlined in [Search Property](#search-property) to find the property. The search results display the property's **Unique Property ID**, **Owner**, **Locality**, **Application Status**, and **Tax Due** details.
Click on the **Collect Tax** hyperlink in the Action column for the specified property.
Verify the bill details. Click on **Collect Payment** to process the payment.
### View Property Details
To view property details, follow the steps outlined in the [Search Property](#search-property) to find the property. The search results display the **Unique Property ID**, **Owner**, **Locality**, **Application Status**, **Tax Due** and the **Action** details.
Click on the **Unique Property ID** hyperlink to view the corresponding property details.
### **Payment History**
Find the relevant property and click on the Unique Property ID to view the property details.
Click on the **Payment History** option available right below the **Total Dues** detail on the **Property Information** page. All payments made to date for the given property are displayed on the screen.
Click on the **Download Receipt** link available for individual cards to download the receipt in PDF format.
### **Register Property**
Citizens or CE can register new property details through the DIGIT web portal or the DIGIT mobile app.
To register a new property click on the **Property Tax** panel on the home page.
Click on the **New Property Registration** option on the panel. The new property application form page contains various sections that include **Location Details** **Property Assessment Details,** **Ownership Details Document** **Required.**
On the **Location Details** page enter the **Pincode**, **City**, **Locality/Mohalla**, **Street Name**, and **Door/House No.**
On the **Property Assessment Details** form enter the **Property Usage Type**, **Property Type**, and **Plot Size** details.
Enter the Floor/Unit details based on the selected Property Type. **Select Floor**, **Usage Type**, **Occupancy**, and **Built-Up Area (sq ft)** details. Click on the **Add One More Unit** option to add more unit details.
In the Ownership Details section, enter the owner's **Name**, **Gender**, **Mobile Number**, **Guardian Name**, **Relationship**, **Special Category**, **Email**, **Correspondence Address**, and **Firm/Business Name**.
In the **Documents Required** section upload the relevant documents for **Usage Proof**, **Construction Proof**, **Occupancy Proof**, **Address Proof**, **Identity Proof**, and **Registration Proof**.
Click on the **Submit** button once all the details are entered and documents uploaded. The application is submitted and the **New Property Successfully Added** acknowledgement message appears on the screen along with the **Application Number** and the **Property ID** details.
Click on the **Download** or the **Print** button on top of the page to download or print the application.
### **Edit Property**
Edit property allows users to make changes to the property details. The system allows users to make partial edits too.
To make changes search and view the property details. Click on the Edit Property option in the Action column for the corresponding property. The following details can be edited for the property:
* Only **Street Name** and **Door No.** can be edited in the **Location Details**.
* All information can be edited in the **Assessment Details**.
* None of the information allowed for edits in the **Ownership Details.**
* Documents can be re-attached.
Follow the same flow as in [New Property Registration](#register-property) to submit the changes.
### Assess Property
Listed properties are assessed based on the changes to calculate the property tax amount.
To assess properties, find the property for assessment. Open the property details page and scroll down to click on the **Take Action** button. Click on the **Assess Property** option.
Select the relevant **Financial Year** in the pop-up window and then click on the **Assess Property** button.
The property tax assessment estimate details are displayed on the page. Click on the **Assess Property** button after reviewing the details.
The assessment is completed successfully. Click on the **Proceed to Payment** button to pay the property tax.
### Transfer Property Ownership
The PT module allows users to transfer the ownership of property.
To transfer the ownership of a property, search and open the property details page. Scroll down the page and click on the **Take Action** button. Click on the **Transfer Property** option.
Note the required documents for ownership transfer listed in the **Required Documents - Transfer of Ownership** screen.
Click on the **Transfer Ownership** button to proceed.
The **Transferor Details** page in the **Transfer of Ownership** form displays the current owner details.
Enter the following details in the **Transferee Details** form:
* Provide **Ownership Details** - select the ownership type
* Enter owner **Name** - the name of the transferee
* Select the **Gender** of the transferee
* Enter the **Mobile No.** of the transferee
* Enter the **Guardian’s Name** of the transferee
* Enter **Relationship with Guardian** of the transferee
* Enter the **Email address** of the transferee
* Select the applicable **Special Applicant Category**
* Enter the **Correspondence Address** of the transferee
Select **Yes** or **No** option to answer the question **Is Mutation Pending in Court?** If yes, enter the **Details of Court Case**.
Select **Yes** or **No** option to answer the question **Is Property or part of property under state/central government acquisition?** If yes, enter the **Detail of government acquisition**.
On the **Registration Details** page provide the following questions:
* Reason for Property Transfer
* Property Market Value
* Registration Document Value
* Registration Document Issue Date
* Remarks
Click on the **Next Step** button to proceed to the **Document Upload** section.
Select the type of document that will be uploaded for **Address Proof**, **Identity Proof**, and **Registration Proof**.
Click on the **Next Step** button to move to the **Summary** section. Click on the **Submit** button once all details are reviewed. The system displays the application success message. Click on the **Download Acknowledgement** button to download a pdf version of the acknowledgement.
Click on the **Go back to home page** button to navigate back to the home page.
### Edit Application
To edit applications, navigate to the Inbox page. Search for the application you want to verify by entering any of the search parameters.
Scroll down the application page and click on the **Take Action** button. Click on the **Edit** option.
Update the application details and attached documents as required. Submit the application for subsequent processing.
### Reopen Application
To reopen the application find and open the desired application. Scroll down the application page and click on the **Take Action** button. Click on the **Reopen** option.
Select the **Doc Verifier** name who will be responsible for verifying the application. Enter any **Comments** if required. Click on the **Choose File** button to upload any file or images in context. Click on the **Reopen** button.
The application is forwarded to the selected doc verifier for verification of documents.
## **Document Verifier (DV)**
DV is responsible for verifying the supporting documents uploaded by the property applicants or the counter employee on behalf of the applicants.
**The DV can**
* [Send back applications](#reject-applications)
* [Reject applications](https://docs.digit.org/v/v2.2/modules/user-manuals/pt-manual/pt-employee-manual#reject-applications)
* [Verify and forward applications](https://docs.digit.org/v/v2.2/modules/user-manuals/pt-manual/pt-employee-manual#verify-and-forward)
### **Send Back Applications**
DV sends back the applications to the citizens if some vital information is missing in the application or there is a mistake in the information provided.
To send back applications to the counter employee, navigate to the Inbox page. Search for the application you want to verify by entering any of the search parameters. Click on the **Take Action** button available at the bottom of the page. Click on the **Send Back To Citizen** option.
Select the **Assignee Name** who will be responsible for verifying the application. Enter any **Comments** stating why the application is sent back. Click on the **Choose File** button to upload any files or images in context and then click on the **Send Back To Citizen** button.
The application is assigned back to the selected assignee for verification of documents and at the same time**,** the citizen is allowed to edit the application to update the missing details.
### **Reject Applications**
Property applications are rejected if the supporting documents uploaded by the applicant fails to comply with the property regulatory requirements or the details provided in the form are incorrect.
To reject applications navigate to the **Home** page. Search for the application you want to verify by entering any of the search parameters. Click on **Application No.** to open the application. Scroll down the form to review the filled in details.
Click on the **Take Action** button available at the bottom of the page. Click on **Reject**.
Enter your **Comments** to state the reason for rejection. Click on the **Upload Files** button to upload any supporting documents to validate the rejection. Click on the **Reject** button.
The applicant will receive a rejection notification on his mobile number or email address.
### **Verify and Forward**
The DV verifies and forwards the property applications to the Field Inspector if the DV finds all information and documents provided by the applicant correct.
To verify and forward the application navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on **Application No.** to open the application. Scroll down the form to review the filled in details.
Click on the **Take Action** button available at the bottom of the page. Click on the **Verify and Forward** button. Select the relevant **Assignee Name** from the list of available employees for subsequent processing.
Enter any additional information in the **Comments** field in context to the application for the assignee’s knowledge. Click on **Upload Files** to upload any supporting documents for the application. Click on the **Verify and Forward** button.
The property application is assigned to the selected assignee for subsequent processing.
## **Field Inspector (FI)**
FI is responsible for inspecting and verifying the field details of the property in the application.
**The FI can**
* [Send applications back to citizens](https://docs.digit.org/v/v2.2/modules/user-manuals/pt-manual/pt-employee-manual#send-back-to-citizen)
* [Send back](https://docs.digit.org/v/v2.2/modules/user-manuals/pt-manual/pt-employee-manual#send-back)
* [Reject applications](https://docs.digit.org/v/v2.2/modules/user-manuals/pt-manual/pt-employee-manual#reject-applications-1)
* [Verify and forward applications](https://docs.digit.org/v/v2.2/modules/user-manuals/pt-manual/pt-employee-manual#verify-and-forward-1)
### **Send Back To Citizen**
FI sends back the applications to the citizens if some vital information is missing in the application or there is a mistake in the information provided.
To send applications back to the citizen navigate to the **Home** page. Search for the application you want to verify by entering any of the search parameters. Click on **Application No.** to open the application. Scroll down the form to review the filled in details.
Click on the **Take Action** button available at the bottom of the page. Click on the **Send Back to Citizen** button. Enter any **Comments** stating why the application is sent back.
Click on the **Choose Files** button to upload any files or images in context to the application. Click on the **Send Back to Citizen** button.
The system displays a success acknowledgement message stating that the application is sent back to the initiator.
### **Send Back**
The FI can send back the PT application to the DV if there is any mistake or lapses in the document verification process.
To send back applications to the DV navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on **Application No.** to open the application. Scroll down the form to review the filled in details.
Click on the **Take Action** button available at the bottom of the page. Click on the **Send Back** button.
Select the **Assignee Name** who will be responsible for verifying the application. Enter any **Comments** stating why the application is sent back. Click on the **Choose Files** button to upload any files or images in context. Click on the **Send Back** button.
The application is assigned back to the selected assignee for verification of documents.
### **Reject Applications**
Property tax applications are rejected if the supporting documents uploaded by the applicant fails to comply with the license requirements or the details provided in the form are incorrect.
To reject applications navigate to the **Home** page. Search for the application you want to verify by entering any of the search parameters. Click on **Application No.** to open the application. Scroll down the form to review the filled in details.
Click on the **Take Action** button available at the bottom of the page. Click on **Reject**.
Enter your **Comments** to state the reason for rejection. Click on the **Upload Files** button to upload any supporting documents to validate the rejection. Click on the **Reject** button.
The applicant will receive a rejection notification on his mobile number or email address.
### **Verify and Forward**
The FI verifies and forwards the property applications to the Approver if the information and documents provided by the applicant are correct.
To verify and forward the application navigate to the **Home** page. Search for the application you want to verify by entering any of the search parameters. Click on **Application No.** to open the application. Scroll down the form to review the filled in details.
Click on the **Take Action** button available at the bottom of the page. Click on the **Verify and Forward** button. Select the relevant **Approver** name from the list of available employees for subsequent processing.
Enter any additional information in the **Comments** field in context to the application for the assignee’s knowledge. Click on **Choose Files** to upload any supporting documents for the application. Click on the **Forward** button.
The property application is assigned to the selected assignee for subsequent processing.
## **Approver**
The Approver is responsible for the final approval of the PT application.
**The Approver can**
* [Send applications back to citizen](#send-back-1)
* [Send back applications](#send-back-2)
* [Reject applications](https://docs.digit.org/v/v2.2/modules/user-manuals/pt-manual/pt-employee-manual#reject-applications-2)
* [Approve applications](https://docs.digit.org/v/v2.2/modules/user-manuals/pt-manual/pt-employee-manual#approve-applications)
### **Send Back To Citizen**
The Approver can send back the property applications to the citizen if there is any mistake or lapses in the application.
To send back applications to the citizen navigate to the **Home** page. Search for the application you want to verify by entering any of the search parameters. Click on **Application No.** to open the application. Scroll down the form to review the filled in details.
Click on the **Take Action** button available at the bottom of the page. Click on the **Send Back To Citizen** button.
Select the **Counter Employee** name who will be responsible for verifying the application. Enter any **Comments** stating why the application is sent back. Click on the **Choose Files** button to upload any files or images in context. Click on the **Send Back To Citizen** button.
The application is assigned back to the citizen for verification of the application.
### Send Back
The Approver can send back the property applications to the FI or DV if there is any mistake or lapses in the document verification process.
To send back applications to the DV or FI navigate to the **Home** page. Search for the application you want to verify by entering any of the search parameters. Click on **Application No.** to open the application. Scroll down the form to review the filled in details.
Click on the **Take Action** button available at the bottom of the page. Click on the **Send Back** button.
Select the **Field Inspector** Name who will be responsible for verifying the application. Enter any **Comments** stating why the application is sent back. Click on the **Choose Files** button to upload any files or images in context. Click on the **Send Back** button.
The application is assigned back to the selected assignee for verification of the application.
### **Reject Applications**
Property applications are rejected if the supporting documents uploaded by the applicant fails to comply with the regulatory requirements or the details provided in the form are incorrect.
To reject applications navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on **Application No.** to open the application. Scroll down the form to review the filled in details.
Click on the **Take Action** button available at the bottom of the page. Click on **Reject**.
Enter your **Comments** to state the reason for rejection. Click on the **Choose Files** button to upload any supporting documents to validate the rejection. Click on the **Reject** button.
The applicant will receive a rejection notification on his mobile number or email address.
### **Approve Applications**
The Approver signs off the PT application once the information and documents provided by the applicant are found correct.
To approve the application navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on **Application No.** to open the application. Scroll down the form to review the filled in details.
Click on the **Take Action** button available at the bottom of the page. Click on the **Approve** button.
Enter any additional information in the **Comments** field in context to the application for the assignee’s knowledge. Click on **Choose Files** to upload any supporting documents for the application. Click on the **Approve** button.
The property application is approved.
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