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Detailed MB

Measurement Book

The measurement book is a most important record. It is the basis of all accounts of quantities of work done, purchase made and it must contain such a complete record of facts as to be conclusive evidence in court of law.

It is the basis of all accounts of quantities whether of works done by Contractors or by laborers employed departmentally, or materials received. It is so written the transactions are readily traceable.

MB Inbox

Scope

Employees

Role: MB_Creator, MB_Verifier, MB_Approver

Details

Inbox page for employees to be developed duly taking care of MUKTA branding aspect.

Attributes

The inbox of employee is divided into 4 sections.

Menu Title

  1. Product Name - MUKTA

  2. Menu Links

    1. Create MB- This link will take the user to Search Work Order screen to search the work order and create the MB.

    2. Search MB- This link will take the user to Search Measurement Book screen to search MB and view the details.

Search Parameters

  1. MB Reference Number

  2. Project ID

  3. Project type

Filters

  1. Assigned to me - This filter will allow the users to filters the MB which are assigned to logged in user only and display the result accordingly.

  2. Assigned to all - Selected by default, and allow the users to search view all the MBs which are pending to take action for a role which logged in user has.

  3. Ward - Multi-select, to filter the MB which are created for selected projects belong to selected ward(s).

Result Display Area

  1. MB Reference Number

  2. Project name

  3. Assignee

  4. Workflow state

It should be DIGIT standard Inbox allow to configure based on request from the implementation.

Validations

Not applicable

Configurations

Not applicable

Actions

Menu Links and Search, Filter Apply and Numbers Hyperlinks.

Notifications

Not applicable.

User Interface

Acceptance Criteria

  1. It should be a service wise inbox for all the employee users.

  2. Following the DIGIT standard inbox design.

Locality - Multi-select, to filter the MB which are created for selected projects belong to selected locality(ies).
  • Workflow state - To apply the filter to displayed the MB which are in the selected workflow state.

  • MB Amount

  • SLA days remaining

  • https://www.figma.com/file/M2P3O9WlKtxuLCjQKxLLDg/DIGIT-Works?type=design&node-id=9137-31326&mode=design&t=ymTk31lR0N9tdKmc-4

    Create MB

    Scope

    Create Detailed Measurement Book

    Home > Measurement Book> MB Inbox > Create MB

    Actors

    ULB: MB Creator

    Details

    1. A detailed measurement book creation screen to be provided.

    2. From view work order page, action Create MB is provided.

    3. The attributes defining detailed measurement are given in below table.

    Actions

    1. Save as Draft - It is to save the details captured for detailed MB and keeping it with creator.

    2. Generate Utilization- Generate the utilization statement out of saved detailed MB details.

    3. Submit - It is to allow the user to forward the MB for verification.

    4. View Utilization Statements - It will take the user to view utilization statement HTML page.

    On Save as Draft

    1. MB is created with the details provided.

    2. If it is first time, MB number and MB reference number are generated as per the format provided.

    3. Success toast message is displayed and page is loaded again in editable mode with the details saved.

    4. MB gets assigned to the creator and made available in his/her inbox with the state Drafted.

    On Submit

    1. This action is enabled for saved (Drafted) MB only.

    2. The MB details are saved.

    3. Utilization statements are revised.

    4. MB is forwarded to verifier.

    On Generate Utilization

    1. First time, this action is enabled for saved (Drafted) MB only.

    2. The utilization is generated and success toast message is displayed.

    3. View Analysis Statements link is enabled.

    Utilization statements are generated successfully.

    Utilization statements generation failed.

    Validations

    1. MB period shall follow the muster roll period for each project.

    2. Only active SORs and active and effective rates are displayed on search SOR.

    3. All the intermediate calculated figures are rounded up-to 2 decimal places.

    4. All the measurements can be entered into up-to 4 decimal places.

    Configuration

    MB Number

    MB/FY: yyyy-yy/SEQUENCE (6 Digits)

    MB/2023-24/000091.

    MB Reference Number

    MB/FY: yyyy-yy/SEQUENCE (6 Digits)/ XX

    Here XX 2 digit running sequence no.

    MB/2023-24/000091/01

    Notifications

    Not applicable

    User Interface

    First MB

    Second Onward

    Acceptance Criteria

    1. MB form is designed as per the wire-frame provided.

    2. Each MB entry goes for approval.

    3. Measurements entered are allowed to be captured up to 4 decimal places.

    4. The amount calculated is rounded up to 2 decimal places.

    View MB

    Scope

    View Detailed MB

    Search MB → View MB

    Actors

    3

    Project sanction date

    Display

    NA

    Project sanction date

    4

    Project Location

    Display

    NA

    Project location

    5

    Project Name

    Display

    NA

    Project name

    6

    Project Description

    Display

    NA

    Project description

    7

    View MB History

    Link

    NA

    In case second onward MB entries, to show the measurement history in the format given below.

    MB History - It is displayed for second onward MB entries.

    1

    Sr. No

    Display

    NA

    Serial number

    2

    MB Reference Number

    Display

    NA

    Measurement reference number

    3

    MB Date

    Display

    NA

    Measurement date

    4

    MB Period

    Display

    NA

    Measurement period

    5

    MB Amount

    Display

    NA

    Measurement amount

    6

    Status

    Display

    NA

    Status of the measurement.

    MB Period - It has to follow muster roll muster roll period.

    1

    From Date

    Date

    Yes

    The date from which measurement is taken. In case not the first MB, auto filled with previous MB’s To Date +1.

    2

    To Date

    Date

    Yes

    The date till which measurement is recorded.

    SORs

    1

    Type

    Display

    Yes

    SOR Sub type as provided in estimate

    2

    Code

    Display

    Yes

    SOR Code as provided in estimate

    3

    SOR Description

    Display

    Yes

    SOR description as provided in estimate

    4

    Unit

    Display

    Yes

    Unit of measurement as provided in estimate

    5

    Rate

    Display

    Yes

    Rate per unit as provided in estimate.

    6

    Quantity

    Display

    Yes

    Quantity calculated from measurement captured.

    7

    Amount

    Display

    Yes

    Calculated from Rate*Quantity. Rounded up to 2 decimal places.

    Measurements

    1.1

    Sr. No.

    Display

    Auto

    Serial number of measurement

    1.2

    Type

    Display

    Auto

    Plus/ Minus from estimate.

    1.3

    Name

    Display

    Auto

    The name of the measurement from the estimate.

    1.4

    Number (Nos)

    Numeric

    (6,4)

    Yes

    No. of items if the unit of measurement is number.

    1.5

    Length (L)

    Numeric

    (6,4)

    Yes

    Length measured for completed work.

    1.6

    Breadth (B)

    Numeric

    (6,4)

    Yes

    Width measured for completed work.

    1.7

    Height/ Depth (D)

    Numeric

    (6,4)

    Yes

    Depth measured for completed work.

    1.8

    Quantity

    Display

    Yes

    Qty = N*L*B*D; rounded up-to 4 decimal places.

    1.9

    Total

    Display

    Yes

    Grid total for the quantities of measurements, rounded up-to 4 decimal places.

    Non SORs - The above is repeated for Non SORs also except Type and Code.

    View Utilization Statements - A link to view the utilization statements in HTML view.

    Worksite Photos

    Tab

    7

    Worksite Photo

    Upload File

    Yes

    5 photos JPG and PNG images are supported.

    Actions

    1

    Save as Draft

    Menu

    Yes

    Action to save the measurement record as draft.

    2

    Generate Utilization

    Menu

    Yes

    Action to generate measurement statements out of measurements recorded.

    3

    Submit

    Menu

    Yes

    Action to submit the measurement book for verification

  • View MB History - To display all the MBs created so far as per the detail provided in the table above.

  • On open from inbox, its get opened in editable mode same as edit estimate.

    Success page is displayed with success message.

    Attachment section to attach the site photos.

    #

    Field Name

    Data Type

    Is Mandatory?

    Description

    1

    Work order number

    Display

    NA

    Work order number

    2

    Project ID

    Display

    NA

    https://www.figma.com/file/M2P3O9WlKtxuLCjQKxLLDg/DIGIT-Works?type=design&node-id=9180-23221&mode=design&t=ymTk31lR0N9tdKmc-4
    https://www.figma.com/file/M2P3O9WlKtxuLCjQKxLLDg/DIGIT-Works?type=design&node-id=9453-23814&mode=design&t=ymTk31lR0N9tdKmc-4

    Project ID

    No change.

    Details

    1. Measurement book is searched and opened to view the details.

    2. Below are the attributes which are displayed.

    Attributes

    1. MB Reference Number

    2. MB Number

    3. Work Order Number

    4. Project ID

    5. Project Sanction Date

    6. Project Location

    7. Project Name

    8. Project Description

    9. View Measurement History

      1. Measurement History

        1. Sr. No

        2. MB Reference Number

    Validations

    Not applicable.

    Configurations

    Not applicable.

    Actions

    1. For In Workflow MB, actions in Action Menu, workflow actions based on the role of logged-in user.

      1. Save as Draft

      2. Verify and Forward

      3. Approve

      4. Send Back

      5. Send Back To Originator

      6. Edit MB

      7. Reject

    Notifications

    Not applicable.

    User Interface

    https://www.figma.com/file/M2P3O9WlKtxuLCjQKxLLDg/DIGIT-Works?type=design&node-id=9533-24239&mode=design&t=iYj7FtnLquFhW5r2-4

    Acceptance Criteria

    1. MB details is displayed as described in the story.

    2. Actions are enabled as per the estimate workflow state and role logged-in user has.

    Edit MB

    Scope

    Edit Detailed Measurement Book

    Home > Measurement Book> MB Inbox > Edit MB

    Actors

    ULB: MB Creator

    Details

    1. A measurement book can be edited during the workflow only.

    2. Edit of measurement book should be configurable and can be enabled for any of workflow users.

    3. As of now it is enabled for estimate creator only.

    4. The attributes defining detailed measurement are given in below table.

    Actions

    1. Save - It is to save the details captured for detailed MB and keeping MB with editor.

    2. Generate Utilization- Generate the utilization statement out of saved detailed MB details.

    3. Submit - It is to allow the user to forward the MB for verification/ next action.

    4. View Utilization Statements - It will take the user to view utilization statement HTML page.

    On Save

    1. Changes gets save successfully.

    2. No change in workflow state.

    3. Toast success message is displayed.

    4. Page gets refreshed and opened in editable mode.

    Changes saved successfully.

    On Submit

    1. Changes gets saved.

    2. Utilization statements are revised.

    3. MB is forwarded to next user in the workflow.

    4. Toast message is displayed with success message based on the workflow state transition.

    On Generate Utilization

    1. Changes gets saved.

    2. The utilization is generated and success toast message is displayed.

    Utilization statements are generated successfully.

    Utilization statements generation failed.

    Validations

    Not applicable.

    Configuration

    Not applicable.

    Notifications

    Not applicable

    User Interface

    Acceptance Criteria

    1. MB can be edited during the workflow only.

    2. Once approved it can not be edited.

    3. Actions and messages are to be taken care.

    MB Date

  • MB Period

  • MB Amount

  • Status

  • View MB History - To display all the MBs created so far as per the detail provided in the table above.

  • https://www.figma.com/file/M2P3O9WlKtxuLCjQKxLLDg/DIGIT-Works?type=design&node-id=9137-30903&mode=design&t=iYj7FtnLquFhW5r2-4

    Search MB

    Scope

    Search Measurement Book

    Actors

    Employee

    Role: MB Creator, MB Verifier, MB Approver

    Details

    1. Search Measurement Book to be provided to search a MB and view the details.

    2. Search is provided based on various parameters.

    Search Criteria

    1. At least one parameter’s value is required to perform the search.

    2. Date range From Date/ To Date is considered one parameter.

    3. Exact search is performed for the values entered/selected other than Project Name.

    4. For Project Name, fuzzy search to be provided.

    Search Result

    1. Search result is shown as given below.

    2. Pagination is displayed to handle the big result set. 10 record per page are displayed.

    3. Option to download the result set in Excel/ PDF is provided.

    Validations

    1. At least one parameter’s value is required to perform the search.

    Actions

    1. Search - It will perform the search and display the result. In case, no result found appropriate message is displayed.

    2. Clear Search - It will clear the search parameters.

    3. MB Reference Nbmer - Hyperlink will take the user to MB detail page.

    Notifications

    Not applicable.

    User Interface

    Acceptance Criteria

    1. At least one parameter is required to perform the search.

    2. Search result displayed on matching records found else no record found message is displayed.

    3. Pagination is applied if more than 10 records are found.

    Text

    MB number

    4

    MB Reference Number

    Text

    MB reference number

    5

    Status

    Drop-down

    Workflow statuses, Drafted, Submitted, Verified, Approved.

    6

    Created From

    Date

    MB created date

    7

    Created To

    Date

    MB created date

    In case multiple parameters values are supplied AND is applied for searching record.

    Name of CBO to whom work order is awarded.

    5

    Status

    Status of MB.

    6

    MB Amount

    MB amount.

    Sr. No.

    Field Name

    Data Type

    Description

    1

    Ward

    Drop-down

    Name of the ward from the configured boundary data.

    2

    Project Name

    Text

    Project name

    3

    Sr. No.

    Field Name

    Description

    1

    MB Reference Number

    MB reference number, a hyperlink to open the MB.

    2

    MB Number

    MB number

    3

    Project Name

    Project name, with the option to see the project description as tool-tip.

    4

    https://www.figma.com/file/M2P3O9WlKtxuLCjQKxLLDg/DIGIT-Works?type=design&node-id=9137-31446&mode=design&t=iYj7FtnLquFhW5r2-4

    MB Number

    CBO Name

    MB Workflow

    Scope

    Measurement Book Workflow

    Home > Inbox

    Details

    Role (Actors) - Action Mapping

    Workflow States

    SLAs

    Notifications

    On Approve To Creator

    MB Entry {refno} for the project {projectid} is approved. Login to MUKTASoft to view estimate details. MUKTA - Govt. of Odisha.

    On Reject To Creator

    MB Entry {refno} for the project {projectid} is rejected. Login to MUKTASoft to view estimate details. MUKTA - Govt. of Odisha.

    UI

    The same UIs which are being used for other flows.

    Acceptance Criteria

    1. Roles are created as given provided.

    2. Actions are configured based on role - action mapping.

    3. Workflow states are defined as provided and the state transition done as provided.

    4. SMS notifications are sent accordingly.

    • Search

    • View

    • Approve

    • Send Back

    Municipal Engineer

    4

    MB_VIEWER

    • Search

    • View

    MUKTA Coordinator/ MUKTA Accountant

    Drafted

    Pending for verification

    Submitted

    3

    Verify and Forward

    MB Verifier

    Pending for verification

    Pending for approval

    Verified

    4

    Send Back

    MB Verifier

    Pending for verification

    Pending for correction

    Sent Back

    5

    Send Back

    MB Approver

    Pending for approval

    Pending for verification

    Sent Back

    6

    Send Back To Originator

    <roles having access>

    <Current Status>

    Pending for correction

    Sent Back

    7

    Edit/ Re-submit

    MB Creator

    Pending for correction

    Pending for verification

    Re-submitted

    8

    Approve

    MB Approver

    Pending for approval

    Approved

    Approved

    9

    Reject

    <any roles having access>

    <Current Status>

    Rejected

    Rejected

    Sr. No.

    Role (Actors)

    Actions

    User Persona

    1

    MB_CREATOR

    • Create

    • Submit

    • Search

    • View

    • Edit/ Re-submit

    Junior Engineer/ Assistant Engineer/ MUKTA Implementation Expert

    2

    MB_VERIFIER

    • Search

    • View

    • Verify and Forward

    • Send Back

    Executive Engineer

    3

    #

    Action

    Role

    From State

    To State

    Status

    1

    Save as Draft

    MB Creator

    Drafted

    Drafted

    2

    Submit

    Workflow State/ Event

    Current State

    SLA (In Days)

    Edit/ Re-submit

    Pending for correction

    1

    Verify and Forward

    Pending for verification

    2

    Approve

    Pending for approval

    1

    MB_ APPROVER

    MB Creator

    Send Back To Originator

  • Reject