Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your...

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Application Training — Letters and Reports Application Training — Letters and Reports

Transcript of Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your...

Page 1: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and ReportsApplication Training — Letters and Reports

Page 2: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports

WelcomeIntroduction

Slide 2

Tell us…

Your name

Your department or area of work

Number of years you have completed with the India Post

Two or three core job-related tasks that you perform everyday

Tools and applications that you use to perform your job-related tasks

Your expectations from this course

Page 3: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports

Before We Begin…

May we request you to turn off the volume on cell phones.

May we request you to keep to the training timelines.

May we request you to refrain from side discussions.

May we request you to ask questions freely.

Slide 3

Page 4: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 4

Module Agenda

Module Break-up Duration (minutes)

Lesson 1: Introduction to Letters and Reports 10

Lesson 2: Letters and Reports – Formats 10

Lesson 3: Getting Started with PMACS® 15

Lesson 4: Processing Letters 20

Lesson 5: Processing Reports 20

Total 75

Page 5: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 5

Prerequisites

Learners should be familiar with:

Basic concepts and terminology associated with Postal/Rural Life Insurance

Basic knowledge of working with computers

Basic knowledge of navigating through application interfaces

Page 6: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 6

Module Objectives

This module deals with processing standard letters and reports in the system. It includes the activities performed by various roles at India Post to generate a standard letter or a report. After completing this course, you will be able to:

Identify the standard information displayed on a letter and a report.

Process standard letters available in the system.

Process standard reports available in the system.

Page 7: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports

INTRODUCTION TO LETTERS AND REPORTS

LESSON 1

Page 8: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 8

Overview and Objectives

Letters and reports are an important part of the system that India Post users will use to perform their day-to-day activities. This lesson will introduce you to the various letters and reports that are used by India Post users.

After completing this lesson, you should be able to:

Describe the conditions when letters are sent to Agents.

List the important letters related to your area of work.

Describe the pattern of report generation.

List the important reports related to your area of work.

Introduction to Letters and Reports

Page 9: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 9

Letters and Reports: An Overview

Introduction to Letters and Reports

Letters and Reports are generated for Agents, Agent Management and Compensation.

Letters and Reports are available in the system in pre-defined formats.

Letters and Reports available in the system are event specific.

Page 10: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 10

Letters for Agents

Letters are generated on the occurrence of an event that requires certain information to be sent to an Agent. A hard copy of the report is sent to the communication address of the Agent.

Introduction to Letters and Reports

A letter, once generated, is sent to an Agent by default.

India Post users can reprint a letter if an Agent requests for it or reports non-receipt of the letter.

Page 11: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 11

Letters Available in the System: Examples

Introduction to Letters and Reports

Serial Number Letter Title Trigger Condition

1 Agent Welcome Letter

This letter is sent to an Agent just after the recruitment, informing the Agent of various particulars. For example, Agent Number, Effective Date, Agent Portal ID and password and Sales Support team Contact Number.

2 Agent Appointment LetterThis letter is sent to an Agent via the system when the Agent is appointed. This letter also informs the Agent of the following details:

Agent Number

Date of Birth

PAN Number details

Managing Agent Name

3 License Allotment LetterThis letter is generated and sent to an Agent after license details are updated on the Agent’s profile. This letter will include details such as License Number, License Issue Date and License Renewal Date of the Agent.

4 License Suspension LetterThis letter is generated when the license of an Agent has not been renewed and the license has been moved to the suspended status.

5 Rejection Letter This letter is generated when the application for a candidate to be an Agent is rejected.

6 Documents Pending LetterThis letter is generated when after profile creation, the status is moved to the Pending with the reason as Documents awaited or Discrepancy found.

7 Agent Termination LetterThis letter is generated whenever an Agent profile is terminated.

Page 12: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 12

Report Generation: Pattern

India Post users will generate various reports that can be classified under the following two types based on their pattern of generation:

Introduction to Letters and Reports

• These are reports that are automatically generated daily, weekly, monthly, quarterly, half-yearly or yearly.

Periodic Reports

• These are manual reports and are generated as and when required.Adhoc Reports

Page 13: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 13

Reports Available in the System: Examples

Introduction to Letters and Reports

Serial Number Report Category Report Title Frequency

1 Commission 

Disbursement Report Adhoc

2 License Agents Licensed Report Adhoc 

3 License License Renewal Follow-up Report Adhoc 

4 Producer Agent Termination Report Adhoc 

5 Producer Performance Report Adhoc 

6 Commission Incentive Report Adhoc 

7 Commission Premium Report Adhoc 

8 Commission Commission Statement Adhoc 

9 Producer Profitability Report Adhoc 

Page 14: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 14

Lesson Summary

You have reached the end of the lesson. You should now be able to:

Describe the conditions when letters are sent to Agents.

List the important letters related to your area of work.

Describe the pattern of report generation.

List the important reports related to your area of work.

Introduction to Letters and Reports

Page 15: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports

LETTERS AND REPORTS – FORMATS

LESSON 2

Page 16: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 16

Overview and Objectives

Letters and Reports that are used at India Post have standard formats. This lesson deals with the standard information that is displayed in a letter and a report.

After completing this lesson, you should be able to:

Identify the standard information displayed in a letter.

Identify the standard information displayed in a report.

Letters and Reports - Formats

Page 17: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 17

Use the application to do the following actions:

Adding a header in a letter

Adding a footer in a letter

Adding a date in a letter

Adding a amount in a letter

Adding a closing paragraph in a letter

Applying font style in a letter

Demonstration: Standard Information in Letters

Letters and Reports - Formats

Page 18: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 18

Use the application to do the following actions:

Adding a Company name in a report

Adding a header in a report

Adding a footer in a report

Demonstration: Standard Information in Reports

Letters and Reports - Formats

Page 19: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 19

Lesson Summary

You have reached the end of the lesson. You should now be able to:

Identify the standard information displayed in a letter.

Identify the standard information displayed in a report.

Letters and Reports - Formats

Page 20: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports

GETTING STARTED WITH LETTERS AND REPORTS

LESSON 3

Page 21: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 21

Overview and Objectives

Letters and Reports can be processed from all India Post Offices. This lesson will provide information on how to log in to the application and will explain the screen elements that users will use frequently.

After completing this lesson, you should be able to:

Log In to the application.

Describe the screen elements of the application.

Getting Started with Letters and Reports

Page 22: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 22

Perform the following steps for logging in: 

Step 1: Enter the user name.

Step 2: Enter the password.

Step 3: Click the Sign In button.

Logging in to the Application

Getting Started with Letters and Reports

User Name

Password

Sign In

Page 23: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 23

Getting Stated with Letters and Reports

PMACS® Home Page

As you log in to the PMACS® (Producer Management and Compensation System) application, the first screen that is displayed is the PMACS® Home Page.

Page 24: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 24

Getting Started with Letters and Reports

Common User Interface Elements

Page 25: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 25

Getting Started with Letters and Reports

Icons Used in the Training Material

Page 26: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 26

Use the application to do the following actions:

Viewing the Menu and Sub Menu

Viewing other screen elements

Demonstration: Interface Elements

Getting Started Letters and Reports

Page 27: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 27

Lesson Summary

You have reached the end of the lesson. You should now be able to:

Log in to the PMACS® application.

Describe the screen elements of the application.

Getting Started with Letters and Reports

Page 28: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports

PROCESSING LETTERS

LESSON 4

Page 29: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 29

Overview and Objectives

Letters for a policy are generated automatically on the occurrence of a letter generating event such as appointment of an Agent, allotment of a license or suspension of a license. This lesson explains how to process a letter in the system.

After completing this lesson, you should be able to:

Process standard letters available in the system.

Processing Letters

Page 30: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 30

Use the application to do the following actions:

Accessing the Agent Home Page

Searching the Agent Profile

Downloading the letter

Demonstration: Processing Letters in the System

Processing Letters

Page 31: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 31

Print a License Allotment Letter for Mr. XYZ using the following details:

License Number: 0012345

License Issue date: 13/05/2010

License Renewal Date: 3/05/2013

Practice Activity: Processing Letters

Processing Letters

Page 32: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 32

Lesson Summary

You have reached the end of the lesson. You should now be able to:

Process standard a letters available in the system.

Processing Letters

Page 33: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports

PROCESSING REPORTS

LESSON 5

Page 34: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 34

Overview and Objectives

This lesson explains the process of generating manual reports in the system.

After completing this lesson, you should be able to:

Describe the different types of reports.

Process manual reports in the system.

Processing Reports

Page 35: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 35

Types of Reports

Processing Reports

Batch Reports

• These reports are periodic and are generated automatically when the scheduled batch runs

• Once the System Administrator sets the required report in the batch, the report will be automatically generated on the scheduled time.

Manual Reports

• These are adhoc reports and are generated when a user provides inputs for certain fields in the Reports page of the application.

• India Post users can generate, download, save and print manual reports.

Users can generate the following two types of reports:

Page 36: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 36

Processing Manual Reports in the System

Processing manual reports in the system involves the following two steps:

Processing Reports

Step 1

• Provide report parameters.

Step 2

• Generate the report.

Page 37: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 37

Use the application to do the following actions:

Providing report parameters

Generating the report

Demonstration: Processing Manual Reports in the System

Processing Reports

Page 38: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 38

Generate a Disbursement Report by using the following details:

Report Format: PDF

Report View Option: Share Across Role

Start Date: 01/01/2010

End Date: 01/01/2011

Processing Unit: India Post

Practice Activity: Processing Reports

Processing Reports

Page 39: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 39

Lesson Summary

You have reached the end of the lesson. You should now be able to:

Process manual reports in the system.

Processing Reports

Page 40: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 40

Check Your Understanding

1. What is the standard information included in a letter?

2. Explain the difference between a Batch Report and a Manual Report.

3. What is the standard information included in a letter?

Page 41: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 41

Module Summary

You have reached the end of the module. You should now be able to:

Name at least one type of letter and one type of report that is relevant to your area of work.

Identify the standard information displayed on a standard letter and a standard report.

Process standard letters available in the system.

Process standard reports available in the system.

Page 42: Application Training — Letters and Reports. Welcome Introduction Slide 2 Tell us… Your name Your department or area of work Number of years you have completed.

Application Training — Letters and Reports Slide 42

Questions


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