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MIS/FMS Implementation in ICAR Implementation of Management Information System (MIS) including Financial Management System (FMS) in ICAR (NAIP Funded Project)

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Presentation on theme: "MIS/FMS Implementation in ICAR Implementation of Management Information System (MIS) including Financial Management System (FMS) in ICAR (NAIP Funded Project)"— Presentation transcript:

1 MIS/FMS Implementation in ICAR Implementation of Management Information System (MIS) including Financial Management System (FMS) in ICAR (NAIP Funded Project) User Acceptance Testing – Projects MIS

2 MIS/FMS Implementation in ICAR 2 2 ICAR Kickoff | Feb ‘12ICAR Kickoff | Feb ‘12 Agenda Today  Projects Solution Overview  Status Report Creation & Approval  RPPI Creation Enter Project Items Capturing Work-plan Activities & Details Enter Budget and Project Item Details RPPI Checklist  RPPI Approval & PME Cell Appraisal  RPPII Creation  RPPII Approval and Rating/Evaluation  RPPIII Creation  RPPIII Approval and Rating/Evaluation  RPPIV Creation and Approval  Reports

3 MIS/FMS Implementation in ICAR ICAR Projects Solution Overview (Oracle Framework) As per the latest guidelines issued by ICAR in 2012, the old RPF Formats have been replaced by new RPP Performa's, along with new appraisal and evaluation documents. This solution is based on the latest guidelines.

4 MIS/FMS Implementation in ICAR RPP-II Creation of RPPIII Capturing RPPIII particulars and capturing RPPIII Checklist Team and Final Project Evaluation by PI Final Project Evaluation by Evaluation Committee Project Rating by JD(R)/Director System Supported RPPIII Approval Process Creation of RPPIV RPPIV Project Items System Supported RPPIV Approval Process Creation of Status Report Capturing Particulars like Project Title, Team Information, Project Items etc. System Supported Status Report Approval Process Creation of RPPI Capturing RPPI Project Items, Team Member Contribution Project Activity and Objective Details Budgetary Information along with project wise equipment list RPPI Checklist and Project Appraisal by PME Cell System Supported RPPI Approval Process Creation of RPPII Capturing RPPII Project Items Capturing Project Progress through various integrated transactions Project and Team Rating by PI Project Rating by HoD and JD(R)/Director RPP-I ICAR Projects Solution Overview Status Report 1 1 RPP-III & RPP-IV

5 MIS/FMS Implementation in ICAR Projects – Solution Flow in System Status Report RPP-I RPP-II RPP-III RPP-IV RPPI Checklist PME Cell Appraisal Team Rating by PI Project Rating by PI Rating by HoD Rating by Director RPPIII Checklist Team Rating by PI Project Evaluation by PI Project Evaluation by Eval. Com. Rating by Director RPPI Checklist PME Cell Appraisal Team Rating by PI Project Rating by PI Rating by HoD Rating by Director

6 MIS/FMS Implementation in ICAR Status Report Creation and Approval Create new Status Report from Template Enter Project Header details like Division, Project Title etc. Enter Project Items Enter Team Member Information Submit Status Report for Review and Approval SR Approved Approved

7 MIS/FMS Implementation in ICAR 1. Logging into Oracle Application

8 MIS/FMS Implementation in ICAR 1. Logging into Oracle Application These are the various forms which would be used in Projects MIS These are the notifications for the user These are the responsibilities for the user

9 MIS/FMS Implementation in ICAR 2.1 New Status Report Creation

10 MIS/FMS Implementation in ICAR 2.1 New Status Report Creation For new Status Report Creation, click here

11 MIS/FMS Implementation in ICAR 2.1 New Status Report Creation

12 MIS/FMS Implementation in ICAR 2.1 New Status Report Creation

13 MIS/FMS Implementation in ICAR 2.1 New Status Report Creation

14 MIS/FMS Implementation in ICAR 2.1 New Status Report Creation

15 MIS/FMS Implementation in ICAR Document Numbering Logic  The document numbering would be automatic and numeric; and would be generated from the system.  For example, if the Document Number is :  The first three digits represent the institute. Here 552 is for IASRI.  The fourth digit represents the document type. 0 is for SR, 1 for RPPI, 2 for RPPII, 3 for RPPIII and 4 for RPPIV  The fifth digit represents the document sub-type. For RPPI, 0 is for institute funded, 1 is for Amendment etc.  The sixth and seventh digit represent the year in which the document was created. So 13 means it was created during the period April 2012-March  The last four digits are a running sequence and start with the number So here this is the 17th Institute Funded RPPI created in the period April 2012-March 2013 in IASRI.

16 MIS/FMS Implementation in ICAR 2.2 Status Report Completion – Project Header

17 MIS/FMS Implementation in ICAR 2.2 Status Report Completion – Team Info.

18 MIS/FMS Implementation in ICAR 2.2 Status Report Completion – Project Items

19 MIS/FMS Implementation in ICAR 2.2 Status Report Completion – External Member Info.

20 MIS/FMS Implementation in ICAR 2.3 Team Member Approval

21 MIS/FMS Implementation in ICAR 2.3 Team Member Approval save the communication ONLY after filling all the data

22 MIS/FMS Implementation in ICAR 2.3 Team Member Approval Co-PI Login Co-PI would review the report and click here to grant his/her approval

23 MIS/FMS Implementation in ICAR 2.3 Status Report Approval Click here to start approval process

24 MIS/FMS Implementation in ICAR 2.3 Status Report Approval Notification for Approval HoD Login

25 MIS/FMS Implementation in ICAR 2.3 Status Report Approval HoD can click on “View Project Form” link to Open the Project Details Form for that particular document. Overall Comments Approve Reject HoD Login

26 MIS/FMS Implementation in ICAR Projects – Solution Flow in System Status Report RPP-I RPP-II RPP-III RPP-IV RPPI Checklist PME Cell Appraisal Team Rating by PI Project Rating by PI Rating by HoD Rating by Director RPPIII Checklist Team Rating by PI Project Evaluation by PI Project Evaluation by Eval. Com. Rating by Director

27 MIS/FMS Implementation in ICAR RPPI Creation and Approval SR Approved Create RPP-I Project Budget Workplan/Project Activity details PME Appraisal Report RPP-I Approved Approved RPP-I Format Send RPP-I for Review RPPI Checklist Project Item Details RPP-I Items Team Information (Time Spent and Work Components assigned)

28 MIS/FMS Implementation in ICAR 3.1 RPPI Creation

29 MIS/FMS Implementation in ICAR 3.1 RPPI Creation

30 MIS/FMS Implementation in ICAR 3.1 RPPI Creation

31 MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Project Header

32 MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Project Items

33 MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Individual time spent and work components

34 MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Creation of Project Click on Project Code. A pop would be displayed as shown below. Then click on OK to create project

35 MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Creation of Project Click on Project field. Project would automatically get attached to the document

36 MIS/FMS Implementation in ICAR RPPI Creation and Approval SR Approved Create RPP-I Workplan/Project Activity details PME Appraisal Report RPP-I Approved Approved RPP-I Format Send RPP-I for Review Project Budget RPPI Checklist Project Item Details RPP-I Items Team Information (Time Spent and Work Components assigned)

37 MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Enter Workplan Information

38 MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Enter Workplan Information Click on the project

39 MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Enter Workplan Information Click here to create objectives and activities

40 MIS/FMS Implementation in ICAR Guidelines for Creating Objectives and Activities Year 1 Objective 1 Activity 1 Activity 2 Activity 3 Objective 2 Activity 1 Activity 2 Year 2 Outline Level 1Outline Level 2Outline Level 3

41 MIS/FMS Implementation in ICAR 3.21 RPPI Completion – Create Objectives and Activities for an year

42 MIS/FMS Implementation in ICAR 3.22 RPPI Completion – Enter Output Monitorable Targets

43 MIS/FMS Implementation in ICAR 3.22 RPPI Completion – Associate OMT with Activity

44 MIS/FMS Implementation in ICAR 3.23 RPPI Completion – Copy Information for other years

45 MIS/FMS Implementation in ICAR 3.23 RPPI Completion – Publish Workplan

46 MIS/FMS Implementation in ICAR RPPI Creation and Approval SR Approved Create RPP-I Workplan/Project Activity details PME Appraisal Report RPP-I Approved Approved RPP-I Format Send RPP-I for Review Project Budget RPPI Checklist Project Item Details RPP-I Items Team Information (Time Spent and Work Components assigned)

47 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information Click here

48 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information

49 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information Click on budget lines

50 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information

51 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information

52 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information

53 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information Submit and Baseline Budget

54 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Project Item Details Click here to enter item details

55 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Project Item Details Click on create

56 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Project Item Details

57 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Project Item Details

58 MIS/FMS Implementation in ICAR RPPI Creation and Approval SR Approved Create RPP-I Project Budget Workplan/Project Activity details PME Appraisal Report RPP-I Approved Approved RPP-I Format Send RPP-I for Review RPPI Checklist Project Item Details RPP-I Items Team Information (Time Spent and Work Components assigned)

59 MIS/FMS Implementation in ICAR 3.4 RPPI Checklist

60 MIS/FMS Implementation in ICAR 3.4 RPPI Checklist

61 MIS/FMS Implementation in ICAR RPPI Creation and Approval SR Approved Create RPP-I RPP-I Items Project Code Project Number Workplan/Project Activity details PME Appraisal Report RPP-I Approved Approved RPP-I Format Send RPP-I for Review Project Budget RPPI Checklist Project Item Details

62 MIS/FMS Implementation in ICAR 3.5 Team Member Approval – Same as in Status Report

63 MIS/FMS Implementation in ICAR 3.5 RPPI Approval PI clicks here to begin RPPI approval

64 MIS/FMS Implementation in ICAR 3.5 RPPI Approval HoD Login

65 MIS/FMS Implementation in ICAR 3.5 RPPI Approval PME Login

66 MIS/FMS Implementation in ICAR 3.5 RPPI Approval PME would click on this link for RPPI Appraisal PME Login

67 MIS/FMS Implementation in ICAR 3.5 RPPI Approval For appraisal, PME would halt the approval process by clicking here PME Login

68 MIS/FMS Implementation in ICAR 3.5 PME Appraisal PME Login

69 MIS/FMS Implementation in ICAR 3.5 RPPI Approval PME will click here to reinitiate approval PME Login

70 MIS/FMS Implementation in ICAR 3.5 RPPI Approval Director would approve JD(R)/Director Login

71 MIS/FMS Implementation in ICAR RPPI – Automatic Update of Code with PME Code RPPI is approved Open RPPI

72 MIS/FMS Implementation in ICAR RPPI – Automatic Update of Code with PME Code

73 MIS/FMS Implementation in ICAR RPPI – Automatic Update of Code with PME Code

74 MIS/FMS Implementation in ICAR RPPI – Automatic Update of Code with PME Code

75 MIS/FMS Implementation in ICAR Projects – Solution Flow in System Status Report RPP-I RPP-II RPP-III RPP-IV RPPI Checklist PME Cell Appraisal Team Rating by PI Project Rating by PI Rating by HoD Rating by Director RPPIII Checklist Team Rating by PI Project Evaluation by PI Project Evaluation by Eval. Com. Rating by Director

76 MIS/FMS Implementation in ICAR RPPII Creation and Approval RPP-I Approved Preparation of RPP-II Update info. regarding workplan activities of PI and Co-PI Transactions against Project Budget RPP-II Format Send RPP-II for Review RPP-II Approved Approved Rating by HoD Comments of IRC Rating by Director RPP-II Items Project and Member Evaluation by PI

77 MIS/FMS Implementation in ICAR 4.1 RPPII Creation – same as for RPPI

78 MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Project Items (same as RPPI)

79 MIS/FMS Implementation in ICAR RPPII Creation and Approval RPP-I Approved Preparation of RPP-II Update info. regarding workplan activities of PI and Co-PI Transactions against Project Budget RPP-II Format Send RPP-II for Review RPP-II Approved Approved Rating by HoD Comments of IRC Rating by Director RPP-II Items Project and Member Evaluation by PI

80 MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Updating Workplan Click here

81 MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Updating Workplan Click here (pencil) to update task information

82 MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Updating Workplan Enter % achieved and click on submit button

83 MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Updating Workplan

84 MIS/FMS Implementation in ICAR RPPII Creation and Approval RPP-I Approved Preparation of RPP-II Update info. regarding workplan activities of PI and Co-PI Transactions against Project Budget RPP-II Format Send RPP-II for Review RPP-II Approved Approved Rating by HoD Comments of IRC Rating by Director RPP-II Items Project and Member Evaluation by PI

85 MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Project Rating by PI

86 MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Team Rating by PI

87 MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Team Member Approval

88 MIS/FMS Implementation in ICAR RPPII Creation and Approval RPP-I Approved Preparation of RPP-II Update info. regarding workplan activities of PI and Co-PI Transactions against Project Budget RPP-II Format Send RPP-II for Review RPP-II Approved Approved Rating by HoD Comments of IRC Rating by Director RPP-II Items Project and Member Evaluation by PI

89 MIS/FMS Implementation in ICAR 4.3 RPPII Approval (same as SR and RPPI) Click here to initiate approval

90 MIS/FMS Implementation in ICAR 4.3 RPPII Approval – Rating by HoD HoD Login

91 MIS/FMS Implementation in ICAR 4.3 RPPII Approval – Comments of IRC PME Login

92 MIS/FMS Implementation in ICAR 4.3 RPPII Approval – Rating by Director JD(R)/Director Login

93 MIS/FMS Implementation in ICAR Projects – Solution Flow in System Status Report RPP-I RPP-II RPP-III RPP-IV RPPI Checklist PME Cell Appraisal Team Rating by PI Project Rating by PI Rating by HoD Rating by Director RPPIII Checklist Team Rating by PI Project Evaluation by PI Project Evaluation by Eval. Com. Rating by Director

94 MIS/FMS Implementation in ICAR RPP-II Approved Preparation of RPP-III Update final info. regarding workplan and output monitorable targets RPP-III Format Send RPP-III for Review RPP-III Approved Approved Project Evaluation by Eval. Committee Rating by Director RPP-III Project Items Team Rating by PI Project Evaluation by PI RPPIII Creation and Approval RPP-III Checklist

95 MIS/FMS Implementation in ICAR 5.1 RPPIII Creation (same as RPPI, RPPII)

96 MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Project Items same as RPPI RPPII

97 MIS/FMS Implementation in ICAR RPP-II Approved Preparation of RPP-III Update final info. regarding workplan and output monitorable targets RPP-III Format Send RPP-III for Review RPP-III Approved Approved Project Evaluation by Eval. Committee Rating by Director RPP-III Project Items Team Rating by PI Project Evaluation by PI RPPIII Creation and Approval RPP-III Checklist

98 MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Activity Information same as RPPII

99 MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Update Output Monitorable Targets click on update

100 MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Update Output Monitorable Targets Enter all the necessary details including the actual output achieved

101 MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Publish Workplan (same as RPPII RPPIII)

102 MIS/FMS Implementation in ICAR RPP-II Approved Preparation of RPP-III Update final info. regarding workplan and output monitorable targets RPP-III Format Send RPP-III for Review RPP-III Approved Approved Project Evaluation by Eval. Committee Rating by Director RPP-III Project Items Team Rating by PI Project Evaluation by PI RPPIII Creation and Approval RPP-III Checklist

103 MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – RPPIII Checklist

104 MIS/FMS Implementation in ICAR RPP-II Approved Preparation of RPP-III Update final info. regarding workplan and output monitorable targets RPP-III Format Send RPP-III for Review RPP-III Approved Approved Project Evaluation by Eval. Committee Rating by Director RPP-III Project Items Team Rating by PI Project Evaluation by PI RPPIII Creation and Approval RPP-III Checklist

105 MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Project Evaluation by PI

106 MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Team Rating

107 MIS/FMS Implementation in ICAR RPP-II Approved Preparation of RPP-III Update final info. regarding workplan and output monitorable targets RPP-III Format Send RPP-III for Review RPP-III Approved Approved Project Evaluation by Eval. Committee Rating by Director RPP-III Project Items Team Rating by PI Project Evaluation by PI RPPIII Creation and Approval RPP-III Checklist

108 MIS/FMS Implementation in ICAR 5.3 RPPIII Approval – Team Member Approval (same as RPPI RPPII)

109 MIS/FMS Implementation in ICAR 5.3 RPPIII Approval – same as RPPI RPPII click here to initiate approval

110 MIS/FMS Implementation in ICAR 5.3 RPPIII Approval – Project Evaluation by Evaluation Committee PME Login

111 MIS/FMS Implementation in ICAR 5.3 RPPIII Approval – Observations of PME Cell

112 MIS/FMS Implementation in ICAR 5.3 RPPIII Approval – Project Rating by Director JD(R)/Director Login

113 MIS/FMS Implementation in ICAR Projects – Solution Flow in System Status Report RPP-I RPP-II RPP-III RPP-IV RPPI Checklist PME Cell Appraisal Team Rating by PI Project Rating by PI Rating by HoD Rating by Director RPPIII Checklist Team Rating by PI Project Evaluation by PI Project Evaluation by Eval. Com. Rating by Director

114 MIS/FMS Implementation in ICAR RPPIV Creation and Approval Create new RPPIV Enter Project Items and Efforts Made Submit RPPIV for Review and Approval RPPIV Approved Approved

115 MIS/FMS Implementation in ICAR 5.1 RPPIV Creation Same as RPPI RPPII and RPPIII

116 MIS/FMS Implementation in ICAR 5.2 RPPIV Completion – Project Items same as RPPI RPPII RPPIII

117 MIS/FMS Implementation in ICAR 5.2 RPPIV Completion – Efforts Made (only for RPPIV)

118 MIS/FMS Implementation in ICAR 5.2 RPPIV Completion – Efforts Made (only for RPPIV)

119 MIS/FMS Implementation in ICAR Projects – Solution Flow in System Status Report RPP-I RPP-II RPP-III RPP-IV RPPI Checklist PME Cell Appraisal Team Rating by PI Project Rating by PI Rating by HoD Rating by Director RPPIII Checklist Team Rating by PI Project Evaluation by PI Project Evaluation by Eval. Com. Rating by Director

120 MIS/FMS Implementation in ICAR 6.1 Multiple Institute Project Collaborating Institute(s) Project gets created Lead Institute Project gets created PI creates RPP-I PI captures workplan activities PI enters collaborating institute budget details PI enters overall project budget and lead institute budget details

121 MIS/FMS Implementation in ICAR 6.2 RPPI Amendment – Create a new document like RPPII RPPIII

122 MIS/FMS Implementation in ICAR 6.2 RPPI Amendment – Make the desired changes Project extended till 2017

123 MIS/FMS Implementation in ICAR 6.2 RPPI Amendment – run ICAR Project Update Program Pass RPPI Amendment No. as parameter

124 MIS/FMS Implementation in ICAR 6.3 Project Abeyance – PME Login click here A Project can be terminated/put into abeyance only by the PME Cell. If a project is put into Abeyance, it is temporarily closed. No financial transactions can occur against the project till it is in abeyance. Further, no workplan activities can be updated. Hence, to complete ongoing/pending financial transactions, if any, the PME would have access to take the Project out of abeyance.

125 MIS/FMS Implementation in ICAR 6.3 Project Abeyance

126 MIS/FMS Implementation in ICAR 6.3 Project Abeyance

127 MIS/FMS Implementation in ICAR 6.3 Project Abeyance

128 MIS/FMS Implementation in ICAR Reports  Status Report  RPPI Report  RPPI Checklist Report  RPPI Checklist Summary Report  PME Cell Appraisal Report  Proposal vs. Expenditure Budget Report  RPPII Report  Project Rating Report  RPPIII Report  RPPIII Checklist Report  RPPIII Checklist Summary Report  Statement of Expenditure Report  Final Project Evaluation Report by PI  Final Project Evaluation Report by Evaluation Committee  Project Publication Detail Report  Project Status Report for IRC  Project Funding Report  RPPIV Report

129 MIS/FMS Implementation in ICAR THANK YOU


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