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

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Presentation on theme: "Integrated National Education Information System (iNEIS TM ) C4A-AL Manage Student Allowances."— Presentation transcript:

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

2 Process Flow Allowance Application DisbursementTermination Generate Reports

3 Process Flow Allowance Application DisbursementTermination Generate Reports

4 Flowchart: Manage Student Allowances 1. Add New Allowance Application 2. Approval by School Principal 3. Approval by MOE DS Officer

5 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

6 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

7 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

8 Student Details

9 Family Details

10 Fill in the rest of the fields

11 Save the Allowance Application Clicking the ‘Save’ button will save the application page.

12 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.

13 Flowchart: Manage Student Allowances 1. Add New Allowance Application 2. Approval by School Principal 3. Approval by MOE DS Officer

14 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

15 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

16 Navigate

17 Search for Allowance Application Note: Look for Student ID and the Application ID

18 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.

19 Flowchart: Manage Student Allowances 1. Add New Allowance Application 2. Approval by School Principal 3. Approval by MOE DS Officer

20 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

21 Approver – Department of Schools (JSS) Note: Follow the same steps as the School Principal to get to this page (Allowance Application Page)

22 Application Status: Approved

23 Process Flow Allowance Application DisbursementTermination Generate Reports

24 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

25 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 Menu Path: –Home > Student Financials > Student Allowances > Allowance Disbursement

26 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

27 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

28 Calculate Disbursement Amount Process

29 Process Scheduler Request

30 Process Instance and Process Monitor

31 Details Link

32 View Log/Trace Link

33 View Log/Trace Page

34 Batch Number It is IMPORTANT that the Batch ID generated is remembered. It is to be used in the next processes.

35 Flowchart: Disburse Allowance 1. Calculate Disbursement Amount 2. Check for Students and Route for Approval 3. Approval by School Principal 4. Create Voucher in TAFIS 5.View the allowance amount posted

36 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. Granted Role: –Student Welfare Officer Menu Path: –Home > Student Financials > Student Allowances > Allowance Disbursement Amount

37 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.

38 Batch ID Navigation: Home > Student Financials > Student allowances > Allowance Disbursement Amount

39 Submit Application

40 Route for Approval

41 Flowchart: Disburse Allowance 1. Calculate Disbursement Amount 2. Check for Students and Route for Approval 3. Approval by School Principal 4. Create Voucher in TAFIS 5.View the allowance amount posted

42 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 Menu Path: –Home > Worklist

43 How to use 1.Navigate to the screen via menu path 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

44 Navigate

45 Search for the page link Note: Look for the Group ID

46 Allowance Disbursement Page

47 Change Approval Status

48 Submit

49 Approved

50 Flowchart: Disburse Allowance 1. Calculate Disbursement Amount 2. Check for Students and Route for Approval 3. Approval by School Principal 4. Create Voucher in TAFIS 5.View the allowance amount posted

51 Important Notes Student Welfare Officer creates a Payment Voucher in TAFIS for payment to the students.

52 Flowchart: Disburse Allowance 1. Calculate Disbursement Amount 2. Check for Students and Route for Approval 3. Approval by School Principal 4. Create Voucher in TAFIS 5.View the allowance amount posted

53 C4A-AL04: Student Allowance Disbursement Description: –This page allows teachers and principals to view the allowance amount posted for each students over the years. Granted Role: –Student Welfare Officer Menu Path: –Home > Student Financials > Student Allowances > Student Disbursement Amount

54 How to use 1.Navigate to the screen via menu path: Home > Student Financials > Student Allowances > Student Disbursement Amount 2.Enter a value in the Student ID field 3.Click on the Search button 4.Student Allowance Disbursement page 5.Verify Information

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

56 Verify Information

57 Process Flow Allowance Application DisbursementTermination Generate Reports

58 Flowchart: Terminate Allowance for Clearance Termination Type Individual Student Transferred, Withdrawn or Graduated Students Students under Clearance

59 Flowchart: Terminate Allowance for Clearance Termination Type Individual Student Transferred, Withdrawn or Graduated Students Students under Clearance

60 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. Granted Role: –Student Welfare Officer Menu Path: –Home > Student Financials > Student Allowances > Terminate Allowance

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

62 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

63 Terminate Allowance Process

64 Process Scheduler Request Page

65 Process Monitor link

66 Process Monitor Page

67 Process Detail Page - View Log/Trace link

68 View Log/Trace Page – Log File

69 Log file

70 Check Terminated Applicant Navigation: Home > Student Financials > Student Allowances > Allowance Application

71 Verify Terminated Application

72 C4A-AL06: Allowance Termination for Individual Student Description: –This function allows Student Welfare Officer to terminate allowance for individual students. This termination request requires approval. Granted Role: –Student Welfare Officer Menu Path: –Home > Student Financials > Student Allowances > Allowance Application

73 Flowchart: Terminate Individual Allowance Termination Type Individual Student Transferred, Withdrawn or Graduated Students Students under Clearance

74 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 5.Click on the Search button 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

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

76 Terminate Process

77 Save

78 Message Box

79 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) Menu Path: –Home > Worklist

80 How to use 1.Navigate to the screen via menu path 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

81 Navigate

82 Link Note: Look for Student ID and the Reference Number

83 School Principal – First Approver Note: Approved > Second Approver

84 Department of Schools (JSS) - Second Approver Note: Follow the same steps as the School Principal to get to this page (Allowance Termination Request).

85 Verify Application – Allowance Application Page

86 Process Flow Allowance Application DisbursementTermination Generate Reports

87 Create Rejection Letter Generate List of Allowance Applications Generate List of Allowance Payments

88 Generate Reports Create Rejection Letter Generate List of Allowance Applications Generate List of Allowance Payments

89 C4A-AL8: Rejection Letter Description: –This function allows Student Welfare Officer to create Rejection Letter for unsuccessful applicants Granted Role: –Student Welfare Officer Menu Path: –Home > Student Financials > Student Allowances > Allowance Rejection Letter

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

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

92 How to use 1.Navigate to the screen via menu path 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

93 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.

94 Select Run Option – All Students Note: Follow similar steps in Individual Student process: Take note Process Instance Number > Report Manager > Find PDF file

95 Process Scheduler Request Page

96 Report Manager link

97 Administration page

98 Report Detail page > PDF file

99 PDF file

100 Generate Reports Create Rejection Letter Generate List of Allowance Applications Generate List of Allowance Payments

101 C4A-AL8: Generate List of Allowance Applications Description: –This function allows Student Welfare Officer to generate report to list out all students who applied for allowance. Granted Role: –Student Welfare Officer Menu Path: –Home > Reporting Tools > Query > Query Viewer

102 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 3.Click on the Search button 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.

103 Navigate Navigation: Home > Reporting Tools > Query > Query Viewer

104 HTML Link

105 Enter fields

106 Excel File

107 Generate Reports Create Rejection Letter Generate List of Allowance Applications Generate List of Allowance Payments

108 C4A-AL8: Generate List of Allowance Payments Description: –This function allows Student Welfare Officer to generate report to list out all students who have allowance payments. Granted Role: –Student Welfare Officer Menu Path: –Home > Reporting Tools > Query > Query Viewer

109 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 3.Click on the Search button 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.

110 Navigate Navigation: Home > Reporting Tools > Query > Query Viewer

111 HTML Link

112 Enter fields

113 Excel File

114 End of Presentation Thank You


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