My RDD Dynamic Forms Management User manual · Form Title In (Marathi / ममममम); Enter name in Marathi Last Submission Date: Enter last submission date, Note: After this

My RDD Dynamic Forms Management

User manual Version 1.0

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Version Revision Date Author Reviewed By Remarks V1.0 09-May-2019 Syamala Sharma Akshay Chandekar Initial Copy!

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Table of Contents…

1 Introduction ......................................................................................................................................... 4

2 Process Hierarchy................................................................................................................................. 5

3 General Operating Procedures ........................................................................................................... 15

3.1 Search .......................................................................................................................................... 15

3.2 Records Display ............................................................................................................................. 15

3.3 Pagination..................................................................................................................................... 15

4 RDD Principal Secretary Login .............................................................................................................. 6

4.1 Dashboard ...................................................................................................................................... 1

4.2 Change Password ............................................................................................................................. 1

5 Forms ................................................................................................................................................... 1

5.1 Group............................................................................................................................................. 1

5.1.1 Add Group.............................................................................................................................. 4

5.2 Forms............................................................................................................................................. 6

5.2.1 Add Form ............................................................................................................................... 6

5.3 Fields ............................................................................................................................................. 1

5.3.1 Create New Field ..................................................................................................................... 2

5.4 Import Form Data .......................................................................................................................... 10

6 Submitted Forms................................................................................................................................ 12

7 Assigned Forms .................................................................................................................................. 14

8 District CEO /ZPCO Login .................................................................................................................... 16

8.1 Dashboard .................................................................................................................................... 16

8.2 Change Password ............................................................................................................................. 1

9 Forms ................................................................................................................................................... 1

9.1 Group............................................................................................................................................. 1

9.1.1 Add Group.............................................................................................................................. 4

9.2 Forms............................................................................................................................................. 6

9.2.1 Add Form ............................................................................................................................... 6

9.3 Fields ............................................................................................................................................. 1

9.3.1 Create New Field ..................................................................................................................... 2

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9.4 Import Form Data .......................................................................................................................... 10

10 Submitted Forms................................................................................................................................ 11

11 Assigned Forms .................................................................................................................................. 13

11.1 Edit Form ...................................................................................................................................... 13

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1 Introduction

Rural Development Department periodically requests information from the Zilla Parishad’s. This process

currently is done manually which is time consuming and requires multiple follow-ups. Also the data requested

doesn’t come in a standardized format, which required additional effort to collate the data at RDD.

The Forms module is developed in the My_RDD application which has the facility to create custom Form, with

required fields and send to various divisions, districts or blocks officials. This manual illustrates the flow of the

process right from creating the Form, Form fields and intended recipient groups. This manual is created as a

supporting document to work with My RDD portal.

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2 Process Hierarchy

Process Hierarchy:

Forms can be created with custom fields and set submission date and sent to the various government

officials down the hierarchy requesting the information as illustrated in the above image.

Maker logins of Principle Secretary and Deputy Secretary can be used by various sectional officers to

create forms and float it requesting information from Divisions / Zilla Parishad’s / Blocks.

Divisions are managed by the Divisional Commissioners

Under each Division there are multiple districts and each district is managed by District CEO

There are multiple blocks under each district. Each block is managed by Block Officials

Note: The Forms can be sent down the hierarchy, whereas it cannot be sent to superiors in

hierarchy. If State Secretary is sending specific form directly to CEOs, then Deputy Secretary can

also view the form and details submitted by CEOs. The same applies to Divisional Commissioner of

each of its respective region.

Principal Secretary

Deputy Secretary

(Divisions) Division

Commissioner 1

(Divisions) Division Commissioner ...n

Districts (District CEO

/ZPCO) 1

Districts (District CEO/ZPCO)...n

Blocks (Block Officials) 1

Blocks (Block Officials) .. n

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3 RDD Principal Secretary Login Enter URL in the address bar of your internet explorer and press Enter Key. Login screen will be displayed:

Figure 3-1

Enter User Name and Password

Enter CAPTCHA Code as displayed and click button

You will be directed to the Dashboard

Click in case of forgotten password

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3.1 Dashboard

Figure 3-2

- Logged in user information

-Notifications

-Search/Pagination

-Menu

3.2 Change Password

Figure 3-3

For first time login system displays message to change password;

Enter current password, new password and re-enter new password to confirm password

Click to change password

You can access following Menu options from Dashboard;

Forms

Submitted Forms

Assigned Forms

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4 Forms Secretary can create custom Forms and send across various officials within the state.

4.1 Fields

Path: Forms >> Fields

Figure 4-1

Existing fields will be displayed in list with following column headings;

#ID

Field Name

Label

Field Type

Status

Actions

o You can Edit specific record by selecting (edit) icon

o Delete specific field by selecting (delete) icon

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4.1.1 Create New Field

Click on top right corner of Fields listing screen;

Figure 4-2

Enter following detail to create new field:

Field Name: Enter filed name

Field Label: Enter field label

Field Label In (Marathi / ममममम): Enter field label in Marathi

Information: Tick “Information” checkbox to enter description for the field

Figure 4-3

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Figure 4-4

Click against Attributes and Validations to add attributes and validations for specific field

Enter attribute name, attribute value and attribute name in Marathi e.g.: - attribute placeholder

Enter validation value, message and message in Marathi

Click to delete specific value

Tick “Conditional” checkbox to add Rules

Figure 4-5

Select Field and condition from dropdown list

Select value for operation (And or OR)

Default Value: Enter default value

Status: Tick “status” checkbox to mark field as active

Click button to save field

Click to discard action

4.2 Group Path: Forms >> Group

Official Groups can be created and created form can be sent to the group.

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Figure 4-6

You can also search for specific group or person, using keyword search.

For detailed search functionality, refer: Search.

By default all Groups will be displayed with following column headings:

#ID

Group Name

Actions


o Delete specific group by selecting (delete) icon

4.2.1 Add Group

Click from top left panel of Group listing screen;

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Figure 4-7

Enter following details:

Group Name: Enter name for group

Group Name In (Marathi / ममममम); Enter name in Marathi

Add Group User: Select Group users from dropdown list

Users; You can search for specific user by entering name

Or select multiple users from user list by holding down the CTRL key

Click to select the users

Click to select all users

Click to remove specific user from selected list on right

Click to deselect all users

All selected users will be assigned to the group. Any form sent to group will be circulated to all users in

that group

Click to save group


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4.3 Forms Path: Forms >> Form

You can customize your forms with required fields and share with various officials at division, district or at block

levels.

Figure 4-8

You can also search for specific Form by title, or using keyword search.


By default all Forms will be displayed with following column headings:

#ID

Form Title

Status ( Forms with Active status only can be sent)

Actions


o Delete specific Form by selecting (delete) icon

o Clone specific Form by selecting (clone) icon. This will duplicate the form, you can make

changes if required and reuse the same form

Click to clear browser cache and refresh page.

4.3.1 Add Form

Click from top left panel of Form listing screen;

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Figure 4-9

Enter following details to define specific Form:

Form Title: Enter title for Form

Form Title In (Marathi / ममममम); Enter name in Marathi

Last Submission Date: Enter last submission date,

Note: After this date, officials will not be able to submit the Form, however creator of the form will

have the provision to update last date of submission.

Document: Click to select and upload support document like GO/Circular etc.

Access Group: Select access group from dropdown list. Form will be sent to all the individuals /Groups

selected here

Tick the checkbox to mark specific Form as active

Select Fields from dropdown list

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Figure 4-10

And click add field by selecting button

Selected field will be added to the Form. For example:

Figure 4-11

Here you select “Name of Users” as field; you can enter the new field label and field label in Marathi too for the

same field;

Following options are available for added Form:

o Show on list – will display the field under form list

o Show Grand Sum- will consider the field while adding Grand Total

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o Show Grand Count- will add the field count under Grand Count

o Status – tick the checkbox to mark specific field as ‘active’

o Click to remove the field

o Click to close add field dialogue box

You can add group by selecting button

Figure 4-12

Enter Group name, in English and Marathi and group description in English and Marathi

Click to remove the group

Click to close add group dialogue box

You can add field group by selecting button

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Figure 4-13




Click button to save field in Form

Added Groups/Fields will be displayed on Form;


4.4 Import Form Data Path: Form >> Import From Data

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Figure 4-14

Select Lange and Form from dropdown list

Click to select the file to import data from external file

Click to take the action

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5 Submitted Forms Submitted Forms from various officials will be displayed here;

You can search for specific Form by using search functionality.

Figure 5-1

Submitted Forms will be displayed with following column headings:

#ID

Name of the User

Division

District

Mobile Number

Work Amount in Lakhs

Submitted By

Actions

o Click (view) icon to view specific form

Click to export submitted Forms to excel format

Click to publish PDF report with submitted Forms

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Figure 5-2

Following are sample the submitted Forms from various officials;

General details

IT_Project_Leads_Hiring_Status

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6 Assigned Forms Forms assigned to different officials will be displayed here;


Figure 6-1

Assigned Forms will be displayed with following column headings:

#ID

Name

Designation

Policy/GR Reference Number

Sewarth ID

Submitted By

Actions


Click to export assigned Forms to excel format

Click to publish PDF report with assigned Forms

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Figure 6-2

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7 District CEO /ZPCO Login Enter URL in the address bar of your internet explorer and press Enter Key. Login screen will be displayed:

Figure 7-1

Enter User Name and Password

Enter CAPTCHA Code as displayed and click button

You will be directed to the Dashboard

Click in case of forgotten password

7.1 Dashboard

Figure 7-2

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- Logged in user information

-Notifications

-Search/Pagination

-Menu

7.2 Change Password

Figure 7-3

For first time login system displays message to change password;

Enter current password, new password and re-enter new password to confirm password

Click to change password

You can access following Menu options from Dashboard;

Forms

Submitted Forms

Assigned Forms

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8 Forms District CEO can create custom Forms and send across various officials under him

8.1 Fields

Path: Forms >> Fields

Figure 8-1

Existing fields will be displayed in list with following column headings;

#ID

Field Name

Label

Field Type

Status

Actions


o Delete specific field by selecting (delete) icon

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8.1.1 Create New Field

Click on top right corner of Fields listing screen;

Figure 8-2

Enter following detail to create new field:

Field Name: Enter filed name

Field Label: Enter field label

Field Label In (Marathi / ममममम): Enter field label in Marathi

Information: Tick “Information” checkbox to enter description for the field

Figure 8-3

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Figure 8-4

Click against Attributes and Validations to add attributes and validations for specific field

Enter attribute name, attribute value and attribute name in Marathi

Enter validation value, message and message in Marathi

Click to delete specific value

Tick “Conditional” checkbox to add Rules

Figure 8-5

Select Field and condition from dropdown list

Select value for operation (And or OR)

Default Value: Enter default value

Status: Tick “status” checkbox to mark field as active

Click button to save field


8.1 Group Path: Forms >> Group

Official Groups can be created and the specific form can be sent to the group.

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Figure 8-6

You can also search for specific group or person, using keyword search.


By default all Groups will be displayed with following column headings:

#ID

Group Name

Actions


o Delete specific group by selecting (delete) icon

8.1.1 Add Group

Click from top left panel of Group listing screen;

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Figure 8-7

Enter following details:

Group Name: Enter name for group

Group Name In (Marathi / ममममम); Enter name in Marathi

Add Group User: Select Group user from dropdown list

Users; You can search for specific user by entering name

Or select multiple users from user list by holding down the CTRL key

Click to select the users

Click to select all users

Click to remove specific user from selected list on right

Click to deselect all users

All selected users will be assigned to the group. Any form sent to group will be circulated to all users in

that group

Click to save group


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8.2 Forms Path: Forms >> Form

You can customize you forms with required fields and share with various officials at division, district or at block

levels.

Figure 8-8

You can also search for specific Form by title, or using keyword search.


By default all Forms will be displayed with following column headings:

#ID

Form Title

Status ( Forms with Active status only can be sent)

Actions


o Delete specific Form by selecting (delete) icon

o Clone specific Form by selecting (clone) icon. This will duplicate the form, you can make

changes if required

Click to clear browser cache.

8.2.1 Add Form

Click from top left panel of Form listing screen;

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Figure 8-9

Enter following details to define specific Form:

Form Title: Enter title for Form

Form Title In (Marathi / ममममम); Enter name in Marathi

Last Submission Date: Enter last submission date,

Note: once this date is expired, officials will not be able to submit the Form.

Document: Click to select and upload support document like GO/Circular etc.

Access Group: Select access group from dropdown list. Form will be sent to all the individuals /Groups

selected here

Tick the checkbox to mark specific Form as active

Select Fields from dropdown list

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Figure 8-10

And click add field by selecting button

Selected field will be added to the Form. For example:

Figure 8-11

Here you select “Name of Users” as field; you can enter the field label and field label in Marathi too;

Following options are available for added Form:

o Show on list – will display the field under list

o Show Grand Sum- will consider the field while adding Grand total

o Show Grand Count- will add the field count under Grand count

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o Status – tick the checkbox to mark specific field as ‘active’

o Click to remove the field

o Click to close add field dialogue box

You can add group by selecting button

Figure 8-12




You can add field group by selecting button

Figure 8-13

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Click button to save field in Form

Added Groups/Fields will be displayed on Form;


8.3 Import Form Data Path: Form >> Import From Data

Figure 8-14

Select Lange and Form from dropdown list

Click to select the file to import data from external file

Click to take the action

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9 Submitted Forms Forms submitted by you will be displayed here;


Figure 9-1

Submitted Forms will be displayed with following column headings:

#ID

Name of the User

Division

District

Mobile Number

Work Amount in Lakhs

Submitted By

Actions


Figure 9-2

You can view the Form history in view mode;

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Click to export submitted Forms to excel format

Click to publish PDF report with submitted Forms

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10 Assigned Forms Forms assigned to You will be displayed here;


Figure 10-1

Assigned Forms will be displayed with following column headings:

#ID

Name

Designation

Policy/GR Reference Number

Sewarth ID

Submitted By

Actions


Figure 10-2

10.1 Edit Form

Click (edit) icon to edit specific Form;

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Figure 10-3

Edit required information and click button.

Note: You cannot edit the Form after date mentioned in Latest Submission date.

Click to export assigned Forms to excel format

Click to publish PDF report with assigned Forms

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11 General Operating Procedures

11.1 Search Select the query by number, query type, query tags, and request description

Figure 11-1

Queries will be displayed as per selected search field.

You can also search by keyword:

Figure 11-2

Enter keyword and click button to fetch records by entered keyword

Click to reset search criteria

11.2 Records Display By default ten records /page will be displayed:

You can select the number of records per page by selecting value from dropdown

11.3 Pagination If number of pages are more than one/multiple, then you can navigate to specific page by following navigation

buttons;

Select , and to reach to first, previous, next and last pages respectively.

You can also enter specific page number and press Enter Key.

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Documents

My RDD Dynamic Forms Management User manual · Form Title In (Marathi / ममममम); Enter name in Marathi Last Submission Date: Enter last submission date, Note: After this