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Master data templates allow users to configure the key parameters and details required for the effective functioning of the modules. This section offers comprehensive information on how to configure the master data templates for each module.
The individual master data templates for specific modules are availed in the Product & Modules section of our docs. Click on the links given below to navigate to view the specific module setup details.
Property Tax Master Data Templates
Trade License Master Data Templates
Water Charges Master Data Templates
Sewerage Charges Master Data Templates
mCollect Master Data Templates
Fire NOC Master Data Templates
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
States and ULBs can configure their web portal to deploy the DIGIT portal effectively. State-level and ULB level web portal configuration details are covered in this section.
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
A ULB portal is a specially designed website for a ULB that serves as the single point of access for information. It can also be considered a library of personalized and categorized content. A ULB web portal helps in search navigation, personalization, notification and information integration, and often provides features like task management, collaboration, and business intelligence and application integration.
This section tells about the template and table given below represents the template. Full template to fill with the portal content is attached with this page at the last into attachments sections.
| Sr. No. | Section Name | Section Content |
|---|---|---|
Data given in the table is a sample data.
This section consists the information about the meaning of each and every section in the template and then how to fill the templates in a few easy steps.
Below table consist of a standard section of any portal. The additional section as required will have to capture as part of customization.
| Sr. No. | Section Name | Data Type | Data Size | Is Mandatory? | Description/ Definition |
|---|---|---|---|---|---|
Download the data template attached to this page.
Have it open and go through all the headers and understand the meaning given in this document under section 'Data Definition'.
Make sure all the headers, its data type, field size and its definition/ description are understood properly.
In case of any doubt, please reach out to the person who has shared this document with you to discuss the same and clear out the doubts.
Start filling the data starting from serial no. and complete a record at once. repeat this exercise until the entire data is filled into a template.
Verify the data once again by going through the checklist and taking care of each and every point mentioned in the checklist.
The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.
This checklist covers all the activities which are common across the entities.
This checklist covers all the activities which are specific to the entity.
The Billing and Payments module serves the billing requirements of various ULB departments. The module caters to fulfil the demands generated by the revenue collection needs of the business services.
The module enables ULBs to -
Generate bills
Search bills
Update bills
ULB Level
None
All content on this page by is licensed under a .
| Sr. No. | Checklist Parameter | Example |
|---|---|---|
| Sr. No. | Checklist Parameter | Example |
|---|---|---|
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
1
City Introduction
Kesariya Stupa is a Buddhist stupa in Kesariya, located at a distance of 110 kilometres (68 mi) from Patna, in the Champaran (east) district of Bihar, India. Kesaria Stupa has a circumference of almost 1,400 feet (430 m) and raises to a height of about 104 feet (32 m).
2
Mayor’s Message
It is with immense gratitude to the citizens of Kesaria for reposing their faith in me to serve them as Chairman of Kesaria Nagar Panchayat that I write this message. I shall endeavour to prove that they have made the right choice.
.
.
.
.
22
Contact Us
All details of the contact person should be added under this section.
1
ULB Logo
Document
N/A
Yes
Logo of resolution: 80 * 80 pixels of the ULB to be shown on the top of the website.
2
Slider Images
Document
N/A
Yes
Slider images of resolution 1280 * 450 pixels to be shown on the website.
3
City Introduction
Text
N/A
Yes
This section talks about the city hence introducing the city to be filled here to display it to the final audience/traffic onto the portal
4
City Map
Document
N/A
Yes
This section will have a map for the city mainly the area which the municipality/ panchayat takes care of and which indicates ULB boundary
5
Public Utility Services
Template
N/A
Yes
This section should include the infrastructure services provided to the citizen. E.g. Public Toilet, Govt School, Temples managed by Municipal Corporations/ Nagar Palika/ Panchayat etc.
6
Tourist Locations
Template
N/A
Yes
All tourist places in the city should be captured under this section. Tourist locations with pictures and other relevant information should be captured here
7
Mayor’s Message
Template
N/A
Yes
Message from the ULB chairman needs to be updated under this section
8
Commissioner’s Message
Template
N/A
Yes
Message from the ULB’s EO/commissioner needs to be updated under this section
9
ULB News
Template
N/A
Yes
Under this section we have will add current news about the ULB
10
ULB Events
Template
N/A
Yes
Under this section, we will add the Ongoing and Upcoming Events by the ULB
11
Recruitment Listing
Template
N/A
Yes
Recruitment listing/vacancies within the ULB needs to be mentioned in this section
12
Projects Info
Template
N/A
Yes
The description of the govt. Projects which ULBs take care of needs to be updated here with all other relevant details
13
Recent Announcements
Template
N/A
Yes
Any kind of announcements with title and description which are in public interest needs to be uploaded under this section
14
Home screen flash Announcement
Template
N/A
Yes
Any kind of announcements with title and description and by highlighting link which are in public interests can bee added under this section
15
Public Notice
Template
N/A
Yes
The notices announced by the ULB for the citizens with description, Rule and Regulation and timelines
16
Government Resolutions
Template
N/A
Yes
Directions, resolutions, and other legal instruction and acts issued by the department should be captured here
17
RTI listing
Template
N/A
Yes
All the RTI received by the ULBs shall be listed under this section
18
Help Documents for Online Services
Template
N/A
Yes
Under this section, we will add the Document or link with the title of online services for citizens
19
Required documents list for Online Services
Template
N/A
Yes
This section tells us about the list of required documents and data like old receipts or old transaction no for each service
20
Forms for services
Template
N/A
Yes
This section tells us about the services are not online, offline forms can be uploaded for the users to download
21
Tender Listing
Template
N/A
NO
All the tender issued by the ULB needs to be added under this section
22
Contact Us
Template
N/A
Yes
All details of the contact person should be added under this section
1
Make sure that each and every point in this reference list has been taken care of.
1
All the sections with data type ‘Template’, data to be filled into the section-wise template provided as an attachment
NA
State Portal is a website for the state. Any content or information which is displayed on this site needs to be provided by the State.
This document is to define a template to collect the portal content and information. And to help in filling up the content into the template.
This section talks about the template and the table given below represents the template. Full template to fill with the portal content is attached with this page at the last into attachments sections.
This section consists of the information about the meaning of each and every section in the template and then how to fill the templates in a few easy steps.
Below table consist of a standard section of any portal. The additional section as required will have to capture as part of customization.
Download the data template attached to this page.
Have it open and go through all the headers and understand the meaning given in this document under section 'Data Definition'.
Make sure all the headers, its data type, field size and its definition/ description are understood properly.
In case of any doubt, please reach out to the person who has shared this document with you to discuss the same and clear out the doubts.
Start filling the data starting from serial no. and complete a record at once. repeat this exercise until the entire data is filled into a template.
Verify the data once again by going through the checklist and taking care of each and every point mentioned in the checklist.
The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.
This checklist covers all the activities which are common across the entities.
A user role defines permissions for users to perform a group of tasks. In a default application installation, there are some predefined roles with a predefined set of permissions. Each role has a certain number set of tasks it is allowed to perform and these roles are Super Admin, Trade License Approver, Data Entry Admin and Trade License document verifier etc.
| Sr. No. | Code* | Name* | Description |
|---|---|---|---|
Data given in the table is sample data for reference.
| Sr. No. | Column Name | Data Type | Data Size | Is Mandatory? | Definition/ Description |
|---|---|---|---|---|---|
Download the data template attached to this page.
Have it open and go through all the headers and understand the meaning of them by referring 'Data Definition' section.
Make sure all the headers, its data type, field size and its definition/ description is understood properly. In case of any doubt, please reach out to the person who has shared this document with you to discuss the same and clear out the doubts.
Identify all different types of user roles on the basis of ULB’s functions.
Start filling the data starting from serial no. and complete a record at once. repeat this exercise until the entire data is filled into a template.
Verify the data once again by going through the checklist and taking care of each and every point mentioned in the checklist.
The checklist is a set of activities to be performed once the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.
This checklist covers all the activities which are common across the entities.
This checklist covers the activities which are specific to the entity.
Tax is levied by the government in certain brackets, i.e there are certain components of a tax which sum up and make the final trans-actionable amount. For example, a property tax could have swatch-ta tax, fire cess and certain other components which sum up and make a final amount.
| Sr. No. | Code* | Service* | Category* | Name* | Is Debit* | Is Actual Demand* | Order* |
|---|---|---|---|---|---|---|---|
Data given in the table is sample data for reference.
| Sr. No. | Column Name | Data Type | Data Size | Is Mandatory? | Description |
|---|---|---|---|---|---|
Download the data template attached to this page.
Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.
In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.
Get all the tax heads for a particular module and then proceed to the next module.
Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.
The checklist is a set of activities to be performed on the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.
This checklist covers all the activities which are common across the entities.
Not Applicable
Tax is levied by the government in certain brackets, i.e there are certain components of a tax which sum up and make the final trans-actionable amount. For example, a property tax could have swatch-ta tax, fire cess and certain other components which sum up and make a final amount.
| Sr. No. | Code* | Service* | Category* | Name* | Is Debit* | Is Actual Demand* | Order* |
|---|---|---|---|---|---|---|---|
Data given in the table is sample data for reference.
| Sr. No. | Column Name | Data Type | Data Size | Is Mandatory? | Description |
|---|---|---|---|---|---|
Download the data template attached to this page.
Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.
In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.
Get all the tax heads for a particular module and then proceed to the next module.
Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.
The checklist is a set of activities to be performed on the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.
This checklist covers all the activities which are common across the entities.
Not Applicable
Human Resource Management System (HRMS) is a key module, a combination of systems and processes that connect human resource management and information technology through HR software. The HRMS module can be used for candidate recruiting, payroll management, leave approval, succession planning, attendance tracking, career progression, performance reviews, and the overall maintenance of employee information within an organization.
HRMS module enables users to -
Create User Roles
Create System Users
Employee Information Report
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
The Decision Support System in DIGIT platform can be configured to provide customized insights and statistics on the dashboard. This section offers information on how to configure the DSS parameters for maximized efficiency.
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
Key Performance Indicators(KPI) are a way of showing certain insights from the data available which would help the key management authorities to take important business decisions in order to improve the business, enhance the business process and help the people improve the way of functioning. This exercise largely becomes dependent on the data.
The insight could be shown in various available forms such as line graph, bar graph or a tabular format.
| Sr. No. | Column Name | Data Type | Data Size | Mandatory | Description |
|---|---|---|---|---|---|
Download the data template attached to this page.
Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.
In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.
Present the client with information about various available chart types.
Show the client how the various KPI’s will look on the web page by showing the reference page from the attachments.
After which the gather the information for various chart types and the information that the chart types have to display in the description column.
Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.
This checklist covers all the activities which are common across the entities.
This checklist covers the activities which are specific to the entity:
Workflow levels are defined as a service with Rights/Roles to perform a set of Workflow Actions. There would be one or more than one level involved in a workflow process. This page helps to understand and then define all the levels with their job description and fill in a standard template.
| Sr. No. | Module | Service | Workflow Level | Task | Role |
|---|
Data given in the above table is sample data.
| Sr. No. | Column Name | Data Type | Data Size | Is Mandatory? | Definition/ Description |
|---|
Download the data template attached to this page.
Have it open and go through all the headers and understand their meaning of them by referring 'Data Definition' section.
Make sure all the headers, data type, field size and definition/ description are understood properly. In case of any doubt, please reach out to the person who has shared this document with you to discuss the same and clear out the doubts.
Identify all different types of services on the basis of ULB’s functions to create a workflow.
Start filling the data starting from serial no. and complete a record at once. repeat this exercise until the entire data is filled into a template.
Verify the data once again by going through the checklist and taking care of each and every point mentioned in the checklist.
The checklist is a set of activities to be performed once the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.
This checklist covers all the activities which are common across the entities.
Please discuss this with a relevant department head before finalizing the workflow.
The common configuration details required for all modules are available in this section. Refer to the required for processing applications across modules, find the for filling master data templates, and get the answers to common .
| Sr. No. | Checklist Parameter | Example |
|---|---|---|
| Sr. No. | Checklist Parameter | Example |
|---|---|---|
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
| Sr. No | Checklist Parameter | Example |
|---|---|---|
| Sr. No. | Activity | Example |
|---|---|---|
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
| Sr. No. | Checklist Parameter | Example |
|---|---|---|
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
| Sr. No. | Checklist Parameter | Example |
|---|---|---|
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
| Sr. No. | Checklist Parameter | Example |
|---|---|---|
| Sr. No. | Checklist Parameter | Example |
|---|---|---|
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
| Sr. No | Checklist Parameter | Example |
|---|
Sr. No
Section Name
Section Content
1
Government Logo
2
Chief Minister Message
.
.
.
.
20
About Website
Sr. No.
Section Name
Data Type
Data Size
Is Mandatory?
Description / Definition
1
Government Logo
Document
N/A
Yes
Resolution: 80 * 80 pixels
Logo of the state to be updated on the website
2
Governor’s Message
Template
N/A
Yes
Message from the governor of the state to the citizens needs to be updated under this section
3
Chief Minister Message
Template
N/A
Yes
Message from the chief minister needs to be updated under this section
4
State News
Template
N/A
Yes
Under this section we have will add current news about the state
5
State Events
Template
N/A
Yes
Under this section, we will add the Ongoing and Upcoming Events in the state
6
Recruitment Listing
Template
N/A
Yes
Recruitment listing/vacancies within the state need to be mentioned in this section
7
Tender Listing
Template
N/A
Yes
All the tender issued by the state government needs to be added under this section
8
Project Info
Template
N/A
Yes
All the Information of upcoming or ongoing project within the state should be added under this section
9
Recent Announcement
Template
N/A
Yes
Any kind of announcements by the state government with title and description which are in public interest needs to be uploaded under this section
10
Home Screen Flash Announcement
Template
N/A
Yes
Any kind of announcements by the state government with title and description and by highlighting link which are in public interests can bee added under this section
11
Public Notice
Template
N/A
Yes
The notices announced by the state government for the citizens with description, Rule and Regulation and timelines
12
Government Resolution
Template
N/A
Yes
Directions, resolutions, and other legal instruction and acts issued by the department should be captured here
13
RTI Listing
Template
N/A
Yes
All the RTI received by the state government shall be listed under this section
14
Help Document for Online services
Template
N/A
Yes
Under this section, we will add the Document or link with the title of online services for citizens
15
Required documents list for Online Services
Template
N/A
Yes
This section tells us about the list of required documents and data like old receipt or old transaction no for each service
16
Forms for services
Template
N/A
Yes
This section tells us about the services are not online, offline forms can be uploaded for the users to download
17
Contact Us
Template
N/A
Yes
All details of the contact person should be added under this section
18
List of ULBs (links to the ULB sites)
Template
N/A
Yes
All website Link of ULBs within the state should be added under this section
19
About Website
Template
N/A
Yes
This section talks about the all over details whatever is there on the state website
20
Tourist Places
Template
N/A
Yes
Under this section, we will add all the tourist place in the state with details and images
21
Slider Images
Document
N/A
Yes
Slider images of resolution 1280 * 450 pixels to be shown on the website
22
State Map
Document
N/A
Yes
This section will have a map for the State
1
Make sure that each and every point in this reference list has been taken care of
1
All the sections with data type ‘Template’, data to be filled into the section-wise template provided as an attachment
NA
1
TL_APPROVER
TL Approver
Trade License Approver
2
GRO
Grievance Routing Officer
Grievance Routing Officer
3
CSR
Customer Support Representative
An employee who files and follows up complaints on behalf of the citizen
1
Code
Alphanumeric
64
Yes
A unique code that identifies the user role name.
2
Name
Text
256
Yes
The Name indicates the User Role while creating an employee a role can be assigned to an individual employee
3
Description
Text
256
No
A short narration provided to the user role name
1
Make sure that each and every point in this reference list has been taken care of
1
The Code should be alphanumeric and unique
TL_APPROVER, GRO
2
The Name should not contain any special characters
TL Approver : [Allowed]
#TL Approver! : [Not allowed]
1
PT_UNIT_PENALTY
PT
Penalty
PT Penalty
FALSE
FALSE
1
2
PT_UNIT_EXEMPTION
PT
Exemption
PT Exemption
TRUE
TRUE
2
1.
Code
Alphanumeric
64
Yes
The code for the tax that is being levied
2.
Service
Text
256
Yes
This is the module or the name of the service for which the tax head is being mentioned
3.
Category
Text
256
Yes
The category to which the tax head belongs such as Penalty or exemption or cess
4.
Name
Text
256
Yes
This is the name/description of the tax head
5.
Is Debit
Text
NA
Yes
In case the tax head is an amount that needs to be added up to the property tax, then this needs to be TRUE else FALSE
6.
Is Actual Demand
Text
NA
Yes
In case the tax head is an amount that needs to be subtracted from the property tax, then this needs to be TRUE else FALSE
7
Order
Integer
5
Yes
The order in which the mentioned tax head should appear on the screen
1
Make sure that each and every point in this reference list has been taken care of
1
PT_UNIT_PENALTY
PT
Penalty
PT Penalty
FALSE
FALSE
1
2
PT_UNIT_EXEMPTION
PT
Exemption
PT Exemption
TRUE
TRUE
2
1.
Code
Alphanumeric
64
Yes
The code for the tax that is being levied
2.
Service
Text
256
Yes
This is the module or the name of the service for which the tax head is being mentioned
3.
Category
Text
256
Yes
The category to which the tax head belongs such as Penalty or exemption or cess
4.
Name
Text
256
Yes
This is the name/description of the tax head
5.
Is Debit
Text
NA
Yes
In case the tax head is an amount that needs to be added up to the property tax, then this needs to be TRUE else FALSE
6.
Is Actual Demand
Text
NA
Yes
In case the tax head is an amount that needs to be subtracted from the property tax, then this needs to be TRUE else FALSE
7
Order
Integer
5
Yes
The order in which the mentioned tax head should appear on the screen
1
Make sure that each and every point in this reference list has been taken care of
Sr. No
Module*
KPI Chart Type*
Description*
PGR
Line Chart
Showing the status of closed complaints over a year month-wise
Pie Chart
Showing the various type of complaints
Metric
Showing the rate of different complaint status by percentage in a tabular format
2.
Property Tax
Horizontal Bar Graph
Showing the various information about property application status month-wise over a year
1
Module Name
Text
256
Yes
The name of the module for which the KPI chart types have to be defined
2
KPI Chart Type
Text
256
Yes
The type of chart which has to display information
3
Description
Text
256
Yes
A brief description of the information that the chart has to display. Steps to fill Data
1
Make sure that each and every point in this reference list has been taken care of
Make sure that the chart types are chosen from the list of available chart types from the attachment section
-
1 | Finance | Bill Accounting | Level 1 | Create Bill | Accounts Clerk |
2 | Finance | Bill Accounting | Level 2 | Create and Approve | Accounts Clerk |
3 | Finance | Bill Accounting | Level 3 | Forward for Approval | Chief Accountant |
4 | Finance | Bill Accounting | Level 4 | Verify the Bill | Chief Accountant |
5 | Finance | Bill Accounting | Level 5 | Approval | Approver |
1 | Module | Text | 64 | Yes | The module indicates for which the user would be mapped for a specific module to perform the action |
2 | Service | Text | 64 | Yes | The service indicates the type of process which the user performs in a particular module |
3 | Workflow Level | Integer | 2 | Yes | The workflow level indicates when a process has executed the level at which the flow of the process in progress |
4 | Task | Text | 64 | Yes | The task refers to which state the action is in progress during the workflow |
5 | Job Description | Text | 256 | Yes | A short description provided for the role (Example: Designation of the Role) |
A workflow process is a series of sequential tasks that are carried out based on user-defined rules or conditions, to execute a business process. It is a collection of data, rules, and tasks that need to be completed to achieve a certain business outcome.
In DIGIT, workflow for a business process is divided into three units out of which two are completely configurable while the remaining is fixed and lays the foundation of the other two.
This is the first unit which defines the actions and their nature which are basically executed during the workflow process by the workflow actors. It plays the foundation and is configurable in nature as per the ground needs.
This is the second unit which defines the number of steps a workflow process may have and then trigger the creation role for each and every step with appropriate rights to perform a set of actions at each step. It is completely configurable.
This is the third unit which defines the workflow process including the steps, roles with actions and the present, next and previous state of a step/level of the workflow process. It is completely configurable.
Q. What if the mandatory field value is not available and not filled?
The mandatory field value is a must in order to provide, without having those filled into template data can not be accepted.
Q. What if the non-mandatory field value is not available and not filled?
It is fine not to provide the non-mandatory field values. These are the fields which are nice to have.
Q. What if the codes are not readily available for the records?
Code is a must to provide. In case, code is not readily available simple sequencing of numbers can be used as codes.
Q. What if the definition of column header is not clear?
Contact the person who has shared the template with you.
Q. Can the order of the columns be changed while filling in the data?
The order of columns must remain intact and should not be altered.
Q. What if the entities are supposed to be defined at the state level but can not be defined?
In a case where the entities which are suggested to define at the state level do not work. Then those can be defined at the ULB level but then again can not be moved to state-level once configured.
Q. What are the benefits of defining the state level?
The benefits of defining the entity at the state level are given below.
Decision Support System - State-level definition and consolidation of data makes data analysis and decision-making easy.
Maintenance of such data is easy and correction can be performed quickly.
Avoids the data duplicity in the configuration for those values which are most common across the ULBs.
Support standardization of process rules across the ULBs.
1 | Make sure that each and every point in this reference list has been taken care of |
Workflow action defined as an activity which is performed by a workflow user on a service request/ application during the workflow. All the workflow actions are predefined and performed a well-defined job once performed.
In its nature actions are not configurable, only the localization of actions is permissible as a configuration.
| S. No. | Action | Description | Module(s) |
|---|---|---|---|
Actions are standard and are not configurable, hence the template, data definition and standard procedure to fill the template are not needed. This page is created to provide the information and help the defined workflow process.
Not applicable
Not applicable
Not applicable
Not applicable
Bill format can be configured on a module level. Few components on the DIGIT sample bill can be configured on a state level and few at ULB level. Components that can be changed on a module level can be categorized as mentioned:
Important messages: Values can be configured on a module level - state level
| Sr. No. | Business | Category | Particulars |
|---|---|---|---|
Data given in the table is sample data for reference.
| Sr. No. | Column Name | Data Type | Data Size | Mandatory | Description |
|---|---|---|---|---|---|
Download the data template attached to this page.
Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.
In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.
Get information about the bill format followed by state
Classify the components on the bill and place it under any category
Map the particulars under each category with DIGIT sample bill
Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.
The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.
This checklist covers all the activities which are common across the entities.
Entity Specific Checklist is not required separately.
The workflow process is a set of steps through which information flows in sequence and the which derives the actors are assigned to a step to complete the work defined for that . The states of each level are derived based on the information received from the previous step.
| Sr. No. | Current State | Workflow Actions | Next State | Role Name | SLA |
|---|
Data given in the above table is sample data.
| Sr. No. | Column Name | Data Type | Data Size | Is Mandatory? | Definition/ Description |
|---|
Download the data template attached to this page.
Have it open and go through all the headers and understand their meaning of them by referring 'Data Definition' section.
Make sure all the headers, data type, field size and definition/ description are understood properly. In case of any doubt, please reach out to the person who has shared this document with you to discuss the same and clear out the doubts.
Start filling the data starting from serial no. and complete a record at once. repeat this exercise until the entire data is filled into a template.
Verify the data once again by going through the checklist and taking care of each and every point mentioned in the checklist.
The checklist is a set of activities to be performed once the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.
This checklist covers all the activities which are common across the entities.
Please discuss this with a relevant department head before finalizing the workflow.
A system user is a person who uses the application service. A user often has a user account and is identified to the system by a username. A user is a person who accesses a particular application to perform a set of actions.
Each user has a certain number of set tasks, the user would be allowed to perform a task by assigning particular roles which are Super Admin, Trade License Approver, Data Entry Admin and Trade License document verifier etc.
| Sl No. | Name* | Mobile No* | Father/Husband's Name * | Gender * | Date of Birth* | Correspondence Address * | ULB* | Role* | Employment Type * | Current Assignment | Status * | Hierarchy * | Boundary Type * | Boundary * | Assigned from Date* | Department* | Designation* |
|---|
Data given in the table is sample data for reference.
| Sr No | Column Name | Data Type | Data Size | Is Mandatory? | Definition/ Description |
|---|
Download the data template attached to this page.
Have it open and go through all the headers and understand the meaning of them by referring 'Data Definition' section.
Make sure all the headers, its data type, field size and its definition/ description is understood properly. In case of any doubt, please reach out to the person who has shared this document with you to discuss the same and clear out the doubts.
Start filling the data starting from serial no. and complete a record at once. repeat this exercise until the entire data is filled into a template.
Verify the data once again by going through the checklist and taking care of each and every point mentioned in the checklist.
The checklist is a set of activities to be performed once the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.
This checklist covers all the activities which are common across the entities.
This checklist covers the activities which are specific to the entity.
| Sr. No. | Checklist Parameter | Example |
|---|---|---|
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
| Sr. No | Checklist Parameter | Example |
|---|
| Sr. No | Checklist Parameter | Example |
|---|
| Sr. No. | Activity | Example |
|---|
All content on this page by is licensed under a .
All content on this page by is licensed under a .
1
Initiate
The action will start the application for citizen and CEMP
Trade Licenses, Property Tax, Building Plan Approval
2
Edit
Using this action the application can be opened in editable form and any changes can be performed
Trade Licenses, Property Tax, Building Plan Approval
3
Submit
This action will freeze the application from citizen or CEMP and proceed further for workflow
Trade Licenses, Property Tax, Building Plan Approval
4
Verify and Forward
This action will proceed application to the next stage of the workflow process and also assigns tasks to the next user in the workflow (if needed)
Trade Licenses, Property Tax, Building Plan Approval
5
Pay
This action will help to pay application fees
Trade Licenses, Property Tax, Building Plan Approval
6
Approve
This action will be the last stage of application workflow which will grant permission for a specific application
Trade Licenses, Property Tax, Building Plan Approval
7
Activate connection
This action will create a consumer no. against the application and demand generation can start
Water and Sewerage Charges
8
Reject
This action will reject the application, the application rejected can’t be processed further or with the help of it, citizens can not re-apply. He has to start a new application next time.
Trade Licenses, Property Tax, Building Plan Approval
9
Send Back
An actor can assign back the application to the previous state if any edits/changes are required
Trade Licenses, Property Tax, Building Plan Approval
10
Send Back to Citizen
An actor can assign back the application to the citizen if any edits/changes are required
Trade Licenses, Property Tax, Building Plan Approval
11
View
Anyone in the workflow can view the application and task details
Trade Licenses, Property Tax, Building Plan Approval
12
Comment
Comments can be recorded before any action is taken which can change the state of the application
Trade Licenses, Property Tax, Building Plan Approval
13
Download/ Print
Download/Print of any artefacts can be configured as per the requirement for application processing
All Modules
14
Forward
This action will not create any bill but will be forwarded to the next level review and approve
Finance
15
Create and Approve
In this action, the user who initiates the action can create and approve the bill. (Here there should a threshold amount to be set up)
Finance
16
Save
In this action, the approver can Save the bill before it is approved or rejected
Finance
17
Verify and Approve
This action will help the approver to approve the bill if he/she feels all the information is updated correctly
Finance
18
Reject
This action will help the approver to reject the bill if he/she feels all the information is not correct and may need further clarification.
Finance
19
Send back to Assistant
This action will help to send back the notification on the bill is rejected from the approver
Finance
20
Cancel
This action will help the approver to cancel the bill if he/she feels that the bill need to be rejected
Finance
1
Water Charges
Important messages
5% rebate to be given on advance payment on the bills
1
Category
Text
64
Yes
To list out the components on the bill, every particular can be grouped into a category
2
Particulars
Alphanumeric
256
Yes
Each category can have multiple entries under it, ie particulars
3
Business
Text
64
Yes
The business for which the Bill format is to be configured
1
Make sure that each and every point in this reference list has been taken care of
1 | RC | Ration Card | ID Proof, Address Proof | This document is used as proof of identity if presented with photo and address proof. |
2 | AC | Aadhar Card | ID Proof, Address Proof | This document is used as proof of identity as well as address. |
3 | DL | Driving License | ID Proof, Address Proof | This document is used as proof of identity as well as address. |
4 | VC | Voter ID Card | ID Proof, Address Proof | This document is used as proof of identity as well as address. |
5 | PS | Passport | ID Proof, Address Proof | This document is used as proof of identity as well as address. |
6 | AL | Arms License | ID Proof, Address Proof | This document is used as proof of identity as well as address. |
7 | CC | Cast Certificate | ID Proof, Address Proof | This document is used as proof of identity if presented with photo and address proof. |
8 | DC | Domicile Certificate | ID Proof, Address Proof | This document is used as proof of identity if presented with photo and address proof. |
9 | PC | PAN Card | ID Proof | This document is used as proof of identity. |
10 | EB | Electricity Bill | Address Proof | This document is used as proof of address only. |
11 | TB | Telephone Bill | Address Proof | This document is used as proof of address only. |
12 | WB | Water Bill | Address Proof | This document is used as proof of address only. |
13 | RSA | Registered Sale Agreement | Address Proof | This document is used as proof of address only. |
14 | RLA | Registered Lease Agreement | Address Proof | This document is used as proof of address only. |
15 | VRC | Vehicle Registration Certificate | Address Proof | This document is used as proof of address only. |
16 | IAO | Income Tax Assessment Order | Address Proof | This document is used as proof of address only. |
17 | HT | House Tax Slip | Others | These are the documents which are specifically needed to avail a service. |
18 | FL | Food License | Others | These are the documents which are specifically needed to avail a service. |
19 | LL | Liquor Licence | Others | These are the documents which are specifically needed to avail a service. |
20 | GST | GST Registration | Others | These are the documents which are specifically needed to avail a service. |
1 | Create and Approve | Approved | Assistant | NA |
2 | Forward | Pending for Approval | Assistant | NA |
3 | Pending for Approval | Verify and Approve | Approved | Supervisor | NA |
4 | Pending for Approval | Save | Pending for Approval | Supervisor | NA |
5 | Pending for Approval | Reject | Rejected | Supervisor | NA |
6 | Pending for Approval | Send Back to Assistant | Rejected for Review | Supervisor | NA |
7 | Rejected for Review | Forward | Pending for Approval | Assistant | NA |
8 | Rejected for Review | Cancel | Rejected | Assistant | NA |
1 | Current State | Text | 256 | Yes | The Current State indicates the stage at which the process of the workflow in progress |
2 | Action | Reference | 64 | Yes | The Action indicates the activity that can be performed at the respective stage in the workflow. This refers to Workflow Actions |
3 | Next State | Text | 256 | Yes | The Next State is the state in the workflow that gets updated to in the respective stage on performing the action. (Example: assigning the for approval from one person to next person) |
4 | Role Name | Reference | 64 | Yes | The role is the different hierarchy of people with designation who are authorized to initiate, approval or rejecting the process. It refers to Workflow Levels |
5 | SLA | Integer | 2 | No | The SLA indicates the time-frame within which the action to be completed |
1 | Make sure that each and every point in this reference list has been taken care of |
1 | Pooja | 9999999999 | Mr.Bala Chandra | FEMALE | 22/01/1987 | Nagar Nigam Haldwani-PIN CODE-263139 | Haldwani | Super User | PERMANENT | Yes | EMPLOYED | REVENUE | City | Haldwani | 05/10/2019 | Revenue | Tax Inspector |
2 | M.C. Joshi | 9999999999 | Late Jai Dutt Joshi | MALE | 04/08/1965 | Nagar Nigam Haldwani | Haridwar | TL Counter Employee | PERMANENT | Yes | EMPLOYED | REVENUE | City | Haldwani | 30/10/2019 | Revenue | Tax Collector |
1 | Name | Text | 256 | Yes | The Name of his/her to whom the access to the system is provided, so he/she can use the application to perform the role function assigned |
2 | Mobile Number | Alphanumeric | 10 | Yes | The Mobile number of his/her to whom the access to an application provided. The mobile number is relevant so in an emergency case the person can be contacted |
3 | Father/Husband's Name | Text | 256 | Yes | The Name of the Father/Husband of his/her to whom the access to an application provided. This information is for internal records |
4 | Gender | Text | 64 | Yes | The Gender of the individual person. This information is for internal records |
5 | Date of Birth | Date | 10 | Yes | The Date of birth of the individual person. This information is for internal records |
6 | Alphanumeric | 256 | No | The email id of his/her, this email id is linked to receiving all the official communication from the customers and other counterparts |
7 | Correspondence Address | Text | 256 | Yes | The address of his/her, this information is saved for internal records |
8 | ULB | Text | 256 | Yes | A ULB to be assigned against the individual employee, So that the assigned role can perform his/her duty within that assigned ULB |
9 | Role | Text | 256 | Yes |
10 | Employment Type | Text | 256 | Yes | The employment types indicate the type of contract which he/she hold with the organization. This indicates whether he/she is a permanent employee or a contract employee for short period. The employment type “Permanent”, “Temporary”, “DailyWages” and “Contract” either one should be selected |
11 | Current Assignment | Text | 64 | Yes | The current assignment type to indicate whether the employee is currently assigned to a particular department and designation. A user can be also be assigned multiple assignments to perform his/her function |
12 | Status | Text | 256 | Yes | The Status indicates the type of status which he/she hold, whether employed or not within the organization |
13 | Hierarchy | Text | 256 | Yes | The hierarchy indicates the hierarchy type for the Boundary to which he/she is assigned |
14 | Boundary Type | Text | 256 | Yes | The boundary type indicates assigning a city to his/her role within the organization. A user can be assigned multiple Boundary Type to perform in different function. (Example: City, Zone, Block and Locality) |
15 | Boundary | Text | 256 | Yes | The boundary indicates assigning a particular city to his/her role wherein they perform role function of the application for the particular city. A user can be assigned multiple Boundary to perform in a different location (Example: City Name and Tenant Zone) |
16 | Assigned from Date | Date | 10 | Yes | The assigned from date indicates the date from which his/her role is assigned to perform the role function assigned |
17 | Department | Text | 256 | Yes | The Department indicates the particular department to which his/her role is assigned |
18 | Designation | Text | 256 | Yes | The designation indicates a particular designation is assigned to his/her role |
1 | Make sure that each and every point in this reference list has been taken care of |
1 | The Name should not have any special character | Pooja : [Allowed] #Pooja! : [Not allowed] |
2 | The date should be in DD/MM/YYYY format | DD/MM/YYYY : [Allowed] YYYY/DD/MM : [Not allowed] |
3 |
The checklist is the set of activities which are there to perform on completion of a task to ensure the fullness and quality of the task.
The data type is an attribute of data, is a particular kind of data item, as defined by the values it can take, the computer system used, or the operations that can be performed on it. In order to help to fill the right kind of data for a data field/ column in excel, the below-given table has different data types with its description.
| Sr. No. | Activity | Example |
|---|---|---|
A Role is a permission for users to perform a group of tasks, a role is assigned to the user to perform a function within the application. A user can be assigned multiple roles. Click for the Role master Data
The Email ID should be valid Id, email Id should contain the Company/Firm name or an individual personal name before the “@” and the “” after the “@”
| Sr. No. | Activity | Example |
|---|---|---|
| S.No. | Activity | Example |
|---|---|---|
All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.
Sr. No.
Data Type
Definition/ Description
1
Alphanumeric
It contains alphabets and numbers. And generally used to define the code
2
Decimal
Floating point number with a fraction value up to 2 decimal places
3
Integer
Whole number without having a fraction part in it
4
Text
A string of alphabets, numbers, spaces, and symbols
5
Date
It represents a date and is captured in the format of ‘DD/MM/YYYY’
6
Reference
It is a code of a record from the referred entity and having a related record in the prevailing entity
7
Document
It represents a document which is needed as an attachment with other relevant details in the template
1
The entity is to be decided to be defined at the state level and all the ULBs are agreed on the same.
NA
2
Data filled into templates should cater to the needs of each and every ULBs.
NA
3
Order of headers should remain unchanged in the template while filling the data.
NA
4
Value filled into the template doesn’t exceed the given data size limit.
NA
5
Codes filled in the template for all the records are unique. It means no 2 records in the template share the same code.
Below records in code, value pair is not acceptable.
RES - Residential
RES - Non-residential
6
All the columns marked with an asterisk must be filled with the values and not even a single record left without a value.
NA
7
Reference value in the template must also exist in the referred entity template. A value without being present in the referred entity template is invalid.
NA
8
None of the values filled in the template should have a character which is not allowed.
NA
9
Mobile Numbers filled into the template must be 10 digit valid mobile numbers without country code.
NA
10
Email id filled into template should be a valid email ID.
NA
11
Local language values should be Unicode charset only.
NA
12
Values of data type alphanumeric consist of the alphabet and numeric values only. All the entity code should follow this.
Allowed - ABC01
Not allowed - ABC#01
13
Values of data type decimal must be a number having fraction part up to 2 places of decimal.
Allowed - 23.87
Not allowed - 12.0982
14
Values of data type integer must be a number which is not a fraction but a whole number.
Allowed - 15
Not allowed - 12.01
15
Values of data type text must be a string of alphabets, numbers, special characters, and spaces.
NA
16
Values of data type date must be a date in the format ‘DD/MM/YYYY’. Here DD means day, MM means month and YYYY means years.
Allowed - 31/12/2019
Not allowed - 12/31/2019, 31/12/19, etc.
17
Values of data type reference must be a reference to another entity referring to a value in that entity. Only the code of the referred record from the referred entity is provided as a value here.
NA
18
Value of the data type document must be a document which is to be provided separately as an attachment while submitting the data along with a filled data template.
NA