Payments
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User Roles:
Proximity supervisor
Payments approver
First, select the language before you can log in. Currently, three languages are supported:
English
Portuguese
French
Select the desired language and click on ‘Continue’ to access the Login page.
On the login page, enter the credentials for a proximity supervisor and select the assigned boundary. After reading through the Privacy Policy statement, select the checkbox to accept the terms and conditions and then click on ‘Continue’ to proceed to the landing page for proximity supervisor.
On the landing page for a proximity supervisor, ‘Payments’ label is displayed along with an option to view the “Attendance Registers”. Click on the “Attendance Registers” label to access project-specific attendance registers.
Select the desired project name (event name) from the options in the dropdown and click ‘Next’ to proceed.
Following selecting the project name, you will navigate to the ‘Inbox’ screen, where no attendance registers are shown by default. To view attendance registers, a desired boundary must be selected through a boundary filter (in this case ‘District’). Once the desired boundary is selected, click on ‘Apply’ to proceed.
Post selection of a desired boundary, you will be directed to a screen that shows all the “Pending for approval (#)” and ‘Approved (#)’ attendance registers that have been created within that specific boundary, with “Pending for approval (#)” registers being the default viewing option. ‘Approved (#)’ attendance registers can be accessed through toggling. Based on the status type (either pending for approval or approved), further discretised information is provided in a tabular format which includes the following: Attendance ID, Attendance marked by, Boundary, and Number of attendees.
Clicking on the “Attendance ID” on the ‘Inbox’ page will open the “View Attendance” screen, which will provide all the campaign-related details of the registrant and their attendance summary. The ‘Action’ button present on the bottom right of the screen allows the proximity supervisor to either “Edit Attendance” or ‘Approve’ the submitted data.
On clicking “Edit Attendance”, a warning message is displayed informing the proximity supervisor that editing the attendance days data will impact the payments and the same will be frozen for the entire event duration, followed by a confirmation question. This means that if the field supervisor marks the attendance for any further dates, it will not be updated in the register. The proximity supervisor can decide to either ‘Proceed’ to update the attendance data or select ‘Cancel’ to go back to the “View Attendance” page. Click on ‘Proceed’ to confirm the editing of the attendance data.
Next, the “Edit Attendance” page is displayed which will allow the proximity supervisor to update the attendance data for each field supervisor with the help of the ‘+/-’ buttons, or they can enter the count directly within the data entry field. The ‘Submit’ button is disabled until the proximity supervisor updates the attendance for at least one field supervisor.
If the “number of days worked” entered exceeds the event duration while updating, an error message will be shown informing the proximity supervisor.
Once the new attendance data has been entered, click on ‘Submit’ to proceed.
Subsequently, a toast message is displayed indicating that attendance has been updated successfully. The attendance data can be modified as many times as required until it is approved.
Following the successful submission of the new data, the “View Attendance” page will automatically appear, where the updated attendance data is reflected.
Now, click on the ‘Action’ button and then select the ‘Approve’ option. This will open a dialog box, where mandatory comments should be provided to proceed with the approval process which is continued by clicking again on ‘Approve’. The approval process can also be cancelled at this stage by clicking on ‘Cancel’.
After submitting the mandatory comments, if the ‘Approve’ option is selected, then a confirmation pop-up will appear with a message highlighting that the data once approved cannot be modified.
On clicking again on ‘Approve’, a success screen will be displayed for the confirmation, and the muster roll will be generated and displayed on the screen. Following this, any other assigned tasks can be carried out by clicking on “View Another Register” or “Go Back to Home”.
On the ‘Inbox’ page, the status of the register can now be seen as approved, and when it is opened, no actions are available, except to “Go Back”.
The payment approver is responsible for generating and downloading the final payment bill which is further used to disburse the payments to all the campaign workers.
First, select the language before you can log in. Currently, three languages are supported:
English
Portuguese
French
Select the desired language and click on ‘Continue’ to access the login page.
Next is the Login page, where the credentials for a campaign supervisor are entered and the assigned boundary is selected. After reading through the Privacy Policy statement, the checkbox is selected to indicate acceptance. Then click on ‘Continue’ to proceed.
This is the landing page for a campaign supervisor. On this page, a card is displayed for Payments with the options to go to the ‘Inbox’ page to generate bills, and to ‘My Bills’ to view and download already generated bills. Click on ‘Inbox’ to proceed.
On this page, the project name (event type name) from the available options must be selected, as well as the aggregation boundary details; whether the bill should be aggregated at the National, Province/State, or District Level. Select the required aggregation boundary level and click on ‘Next’.
Following this, the “Bill Inbox” page will appear, where the specific boundary should be filtered for which the bill has to be generated. Once selected, it will display all the attendance registers, both approved and pending approval, which can be only viewed by the campaign supervisor, along with an option to generate the bill. Click on “Generate Bill”.
The campaign supervisor will be able to generate the bill only once for a particular boundary, and this can be done only when all the registers within that boundary have been approved.
On clicking “Generate Bill”, a confirmation popup is displayed that indicates that the bill cannot be generated again. Click on “Generate Bill” to proceed.
This will initiate the bill generation process along with displaying a toast message highlighting the wait time for completion of the process. Click on “My Bills” to proceed.
Clicking on “My Bills”, will display the bill inbox page, where all the generated bills can be found. On this page, bills can be searched by the “Bill ID” or a date range based on the date they were generated. The bills still being generated can be identified in the ‘Actions’ column.
Once the bill has been generated successfully, it can be downloaded as either an Excel file or a PDF by clicking on the respective action button. Choose the required format for the report to be downloaded.
Find below an illustration of the PDF report. The report provides the following information: total amount to be processed, details of each individual, different cost heads that are applicable based on the assigned role, and the sum of the amount to be paid based on the number of days attended.
