Integrated National Education Information System (iNEIS TM ) C4A-AL Manage Student Allowances

Integrated National Education Information System (iNEISTM)

C4A-AL Manage Student Allowances

Process Flow

Allowance Application Disbursement Termination Generate

Reports

Process Flow


Reports

Flowchart: Manage Student Allowances

1.

Add New Allowance Application

2.

Approval by School Principal

3.

Approval by MOE DS Officer

C4A-AL01: Allowance Application

• Description:– This function allows Student Welfare Officer

(SWO) to create a new allowance application or review existing applications.

• Granted Role: – Student Welfare Officer (SWO)

• Menu Path: – Home > Student Financials > Student

Allowances > Allowance Application

How to use

1. Navigate via menu path:

Home > Student Financials > Student Allowances > Allowance Application

2. Click Add a New Value tab

3. Enter Academic Institution value

4. Enter Student ID value

5. Select Allowance Type value

6. Click the Add button

Add New Application

Note:

1. Fill in ALL the required fields.

2. Click on the ADD button.

Navigation: Home > Student Financials > Student Allowances > Allowance Application

Student Details

Family Details

Fill in the rest of the fields

Save the Allowance Application

Clicking the ‘Save’ button will save the application page.

Application is a Success

1. Successful Application will be routed for approval.

2. Unsuccessful Application will be automatically rejected and the reason will be posted in the Remarks field.


1.


2.


3.


C4A-AL02: Allowance Application Approval : Principal of the School

• Description:– This function allows the Approvers to approve

or deny an allowance application.

• Granted Role: – Principal of the School– Department of Schools (JSS)

• Menu Path: – Home > Worklist

How to use

1. Login as First Approver (Principal)

2. Navigate to Home > Worklist

3. Search for the required link to Allowance Application page

4. Click on the required link

5. First Approval – Approve Application

6. Application Status will be automatically changed to Pending Application Approval

Navigate

Search for Allowance Application

Note:Look for Student ID and

the Application ID

Approver – Principal of the School

Note:Principal Denies –

Application will not be routed to second approver.

Note:Principal Approves –

Application will be routed to the second approver.


1.


2.


3.


How to use – Department of Schools (JSS)

1. Login as Second Approver (Department of Schools - JSS)

2. Navigate to the screen via menu path

3. Search for the required link to Allowance Application page

4. Click on the required link

5. Enter the Approval Reference Number

6. Second Approval – Approve Application

7. Application Status: Approved

Approver – Department of Schools (JSS)

Note:Follow the same steps as the School Principal to get

to this page (Allowance Application Page)

Application Status: Approved

Process Flow


Reports

Flowchart: Disburse Allowance

1. Calculate Disbursement Amount

2. Route Allowance Amount for Approval

3. Approval by School Principal

4. Create Voucher in TAFIS

5.View the allowance amount posted

C4A-AL03: Calculate Disbursement Amount

• Description:– This process selects all students who are

eligible for allowance payment. For each student, the process calculates the allowance amount based on the student’s attendance.

• Granted Role: – Student Welfare Officer


Allowances > Allowance Disbursement

How to use

1. Navigate to the screen via menu path:Home > Student Financials > Student

Allowances > Allowance Disbursement

2. Click on the Add New Value tab

3. Enter Run Control ID value

4. Click on the Add button

5. Direct to Disburse Allowance page

Add a New Value

Note:

1. Enter any value in the Run

Control ID field.

2. Click on the ADD button.

Navigation: Home > Student Financials > Student Allowances > Allowance Disbursement

Calculate Disbursement Amount Process

Process Scheduler Request

Process Instance and Process Monitor

Details Link

View Log/Trace Link

View Log/Trace Page

Batch Number

It is IMPORTANT that the Batch ID generated is

remembered. It is to be used in the next processes.



2. Check for Students and Route for Approval




C4A-AL03: Allowance Disbursement Amount

• Description:– This function allows Student Welfare Officer

(SWO) to check the disbursement amount for each student selected in the Batch and send it for approval.



Allowances > Allowance Disbursement Amount

How to use

1. Navigate to the screen via menu path:Home > Student Financials > Student Allowances > Allowance Disbursement Amount

2. Find an Existing Value tab

3. Enter Batch ID value

4. Click on the Search button

5. Direct to Allowance Disbursement Amount page

6. Verify Information

7. Click on the Submit Button

8. Allowance Disbursement Amount will be routed for approval.

Batch ID

Navigation: Home > Student Financials > Student allowances > Allowance Disbursement Amount

Submit Application

Route for Approval







C4A-AL04: Allowance Disbursement Approval:Principal of School

• Description:– This function allows Principal to approve the

Allowance amount to be disbursed.

• Granted Role: – Principal of the School


How to use


2. Search for the page link

3. Direct to Allowance Disbursement Approval page

4. Click on the Approve All button

5. Change the Approval Status to Denied if particular students do not meet criteria

6. Click on the Submit button

Navigate

Search for the page link

Note:Look for the

Group ID

Allowance Disbursement Page

Change Approval Status

Submit

Approved







Important Notes

• Student Welfare Officer creates a Payment Voucher in TAFIS for payment to the students.







C4A-AL04: Student Allowance Disbursement

• Description:– This page allows teachers and principals to

view the allowance amount posted for each students over the years.



Allowances > Student Disbursement Amount

How to use


Allowances > Student Disbursement Amount

2. Enter a value in the Student ID field


4. Student Allowance Disbursement page

5. Verify Information

Navigate

Navigation: Home > Student Financials > Student Allowances > Student Disbursement Amount

Verify Information

Process Flow


Reports

Flowchart: Terminate Allowance for Clearance

Termination Type

Individual Student

Transferred, Withdrawn or

Graduated Students

1.

Run Termination

Process

2.

Verify Termination

Status

Students under

Clearance

1.

Send Termination

Request

2.


3.

Approval by MOE DS

Officer

Flowchart: Terminate Allowance for Clearance

Termination Type

Individual Student


Graduated Students

Students under

Clearance

1.

Send Termination

Request

2.


3.

Approval by MOE DS

Officer

C4A-AL05: Allowance Termination for Clearance

• Description:– This function allows Student Welfare Officer to

terminate the allowance for all students who have Transferred, Withdrawn, Graduated from the school. No approval for this process.



Allowances > Terminate Allowance

How to use


Allowances > Terminate Allowance

2. Click Add a New Value tab

3. Enter a value in Run Control ID field

4. Click the Add button

5. Direct to Terminate Allowance page

Navigate

Note:

1. Enter any value in the Run

Control ID value.

2. Click on the ADD button.Navigation: Home > Student Financials > Student Allowances > Terminate Allowance

Terminate Allowance Process

Process Scheduler Request Page

Process Monitor link

Process Monitor Page

Process Detail Page - View Log/Trace link

View Log/Trace Page – Log File

Log file

Check Terminated Applicant


Verify Terminated Application

C4A-AL06: Allowance Termination for Individual Student


terminate allowance for individual students. This termination request requires approval.



Allowances > Allowance Application

Flowchart: Terminate Individual Allowance

Termination Type

Individual Student


Graduated Students

1.

Run Termination

Process

2.

Verify Termination

Status

Students under

Clearance

1.

Send Termination

Request

2.


3.

Approval by MOE DS

Officer

How to use

1. Navigate to the screen via menu path:Home > Student Financials > Student Allowances > Allowance Application

2. Click Find an Existing Value tab

3. Enter a value in Academic Institution field

4. Enter a value in Student ID field


6. Direct to Allowance Application page

7. Click on Application Status drop-down menu

8. Click on the “Allowance Termination Request”

9. Click on the Save button

Navigate


Terminate Process

Save

Message Box

C4A-AL07: Allowance Termination for Individual Student

• Description:– This function allows the approvers to approve

or deny Termination Request.

• Granted Role: – School Principal– Department of Schools (JSS)


How to use


2. Search for the required link

3. Direct to Allowance Termination Request page

4. Click on the Approve button

5. Request routed to Second Approver

Navigate

Link

Note:Look for Student ID and the Reference Number

School Principal – First Approver

Note:Approved > Second Approver

Department of Schools (JSS) - Second Approver

Note:Follow the same steps as the School Principal to get

to this page (Allowance Termination Request).

Verify Application – Allowance Application Page

Process Flow


Reports

Generate Reports

Create Rejection

Letter

Generate List of Allowance Applications

Generate List of Allowance

Payments

Generate Reports

Create Rejection

Letter



Payments

C4A-AL8: Rejection Letter


create Rejection Letter for unsuccessful applicants



Allowances > Allowance Rejection Letter

How to use


Allowances > Allowance Rejection Letter

2. Click on the Add a New Value tab

3. Enter a value in the Run Control ID field

4. Click on the Add button

5. Allowance Rejection Letter page

Navigate

Navigation: Home > Student Financials > Student Allowances > Allowance Rejection Letter

How to use


2. Enter a value in the Academic Institution, School, Run Option, Application Date, Application End Date, Today’s Date (Malay), Principal’s Name and Student ID fields

3. Click on the Run button

4. Process Scheduler Request page

5. Allowance Rejection Letter page

6. Click on the Report Manager link

7. Report Detail page

Select Run Option – Individual Student

List of Run Option:

1) By default, the field is blank.

2) ‘All Students’ – System will run a process

where all students whose applications are

‘Rejected’ in the School, will be selected for

Rejection Letter.

3) ‘Individual Student’ – System will run a

process and create the Rejection Letter for an

individual student.

Select Run Option – All Students

Note:Follow similar steps in Individual Student

process:

Take note Process Instance Number >

Report Manager > Find PDF file

Process Scheduler Request Page

Report Manager link

Administration page

Report Detail page > PDF file

PDF file

Generate Reports

Create Rejection

Letter



Payments

C4A-AL8: Generate List of Allowance Applications


generate report to list out all students who applied for allowance.


• Menu Path: – Home > Reporting Tools > Query > Query

Viewer

How to use

1. Navigate to the screen via menu path:Home > Reporting Tools > Query > Query Viewer

2. Enter MOE_ALLOWANCE_APPLICATIONS in the Begins with field


4. Click on the HTML link to generate the report online

5. Enter values in the Institution, Allowance Type, Application Status and Application Date fields

6. Click on the View Result button

7. Click on the Excel Spreadsheet link to export the list as an Excel file.

Navigate

Navigation: Home > Reporting Tools > Query > Query Viewer

HTML Link

Enter fields

Excel File

Generate Reports

Create Rejection

Letter



Payments

C4A-AL8: Generate List of Allowance Payments


generate report to list out all students who have allowance payments.


• Menu Path: – Home > Reporting Tools > Query > Query

Viewer

How to use

1. Navigate to the screen via menu path:Home > Reporting Tools > Query > Query Viewer

2. Enter MOE_ALLOWANCE_PAYMENT in the Begins with field


4. Click on the HTML link to generate the report online

5. Enter the values in the Institution, Allowance Type, Campus and Month fields.

6. Click on the View Result button

7. Click on the Excel Spreadsheet link to export the list as an Excel file.

Navigate

Navigation: Home > Reporting Tools > Query > Query Viewer

HTML Link

Enter fields

Excel File

End of Presentation

Thank You

Documents

Integrated National Education Information System (iNEIS TM ) C4A-AL Manage Student Allowances