USER MANUAL

FOR

Master Data Creation for eBantan

Version No: 1.1.0 Date: 26-03-2014

For : Department of Finance, Govt. of West Bengal

Prepared By: CMC Ltd (ER)

Table of Contents

1. Introduction .......................................................................................................................................... 3

2. How to Start .......................................................................................................................................... 3

3. Department Login ................................................................................................................................. 4

4. Change Password .................................................................................................................................. 4

5. DDO Detail Updation for Department .................................................................................................. 5

6. Editing the DDO Detail for Department ................................................................................................ 6

7. Directorate User Creation ..................................................................................................................... 6

8. Editing Directorate User Detail ............................................................................................................. 8

9. Logout ................................................................................................................................................... 9

10. HoD/Directorate Login ........................................................................................................................ 10

11. DDO Detail Updation for Directorate .................................................................................................. 11

12. Editing DDO Detail for Directorate ...................................................................................................... 12

13. Role Hierarchy Creation by Directorate .............................................................................................. 12

14. Editing Role Hierarchy Data ................................................................................................................ 14

15. Logout.................................................................................................................................................. 16

1. Introduction

The Finance Department is the administrative head for all the treasuries and sub-treasuries across the State of West Bengal. Finance Department is also responsible for preparing annual and supplementary State Budget, Fiscal Monitoring and Management. It prepares state budget, based on the expenditure pattern of previous year and keeping in mind the future needs. It also arranges to distribute the approved budget to the DDOs through different levels like Directorate(s), Regional Offices, Divisional Offices, Sub-Divisional Offices as applicable. With advancement of time the need for a centralized system was felt where the entire gamut of financial activities of the state be available. To satisfy this requirement, idea of Integrated Financial Management System (IFMS) came into picture. It was decided by the Govt. of West Bengal to develop & implement an Integrated Finance Management System (IFMS) for the state. For smooth distribution of budget and monitoring of allotted fund electronically, Role based hierarchy of different levels needs to be created first. The given application will cater this requirement through which Role wise Hierarchy can be created.

2. How to Start The user need to invoke Internet Explorer (8 or above) or any other web browser.

Then URL for the web portal of West Bengal Finance Department (ie. www.wbfin.nic.in)

to be entered in the Address Bar of the browser

Then Master Data Creation for e-Bantan link to be selected to invoke the Application

for Role Hierarchy Creation

Fig 01

Click

Here

3. Department Login

On clicking the said link the Login screen will be displayed where the Admin Department

Users need to login by providing the valid User id and Password as received from the

Authority. Both the fields (User id and Password) are mandatory.

Fig 02

4. Change Password During first time login, the system will ask user to change the password as per requirement.

Minimum password length will be of 8.

Fig 03

In the given screen the User Id will be displayed.

The new password to be given by the user and the same password to be retyped in the Confirm

Password field.

Provide User Id ( 2

Characters Department

Code + IFMS), all are in

Capital Letter

Provide default

Password here (User Id

+ *), all are in Capital

Letter

Finally click here

for entering into

the Application

Type new

Password

Retype the

new password

to confirm

Provide 10 digits

Mobile No. here

Click here

to save

After this Mobile No. of the said user to be entered.

On clicking the Submit button the new password will be updated in the database.

A message will be displayed in the screen regarding successful change of password in database.

The new password will be sent to the Mobile No. through SMS (may not be available now).

5. DDO Detail Updation for Department

Then Admin Department needs to Login once again by providing its user id and new password

following the steps mentioned earlier. At first, Department needs to update their DDO detail in the

screen shown below:

Fig 04

The user needs to select the Treasury Code from the Treasury List of Values (LOV).

Then proper DDO Code to be selected from the DDO LOV. The DDO Designation & Address will

be retrieved from the database. The complete Postal Address to be updated here in the Address

field.

Also Mobile No. (mandatory), Land Line No. and TAN (mandatory) of the DDO to be given in the

respective fields.

In case, the Depart normally allots fund through the DMs or SDOs or BDOs, then need to click

the respective check boxes to include them in their hierarchy.

After this Save button to be clicked to store the data in Database.

A message will be displayed in the screen regarding successful saving of record in database.

Click here to

enter DDO detail

for department

The newly entered data will be displayed in the grid view at the bottom of the Screen.

In case of multiple DDOs for a department the same can be provided by mentioning the detail of

all the DDOs one by one as per the steps mentioned above.

6. Editing the DDO Detail for Department

In case of any error or requirement for changing the entered detail of DDO, user requires to click

on the Edit icon shown corresponding to the record to be corrected in the grid view.

It will retrieve the data for the desired record in respective fields where necessary corrections

can be made by the user. After completion the user can save the corrected/modified record in

the database by clicking on the Save button.

A message will be displayed in the screen regarding successful saving of record in database.

Fig 05

7. Directorate User Creation

Then Admin Department needs to create user id and password for all its Directorates by providing

the required detail in the following screen:

Click Here

to Edit

Fig 06

To generate Directorate code, Login id and Password, the user requires clicking on Insert

button after which Directorate Code, Login Id and Password will be generated automatically.

Fig 07

Now Directorate Designation & Mobile No. to be entered. To create another Directorate user,

the user needs to click Insert button once again.

It will create Directorate Code, Login Id and Password for the next Directorate against which

Designation & Mobile No. to be entered. Similarly multiple Directorates can be created by the

Admin Department.

After entry of detail of all the Directorates, SaveAll button to be clicked to store the detail into

the Database.

Click Here

to Insert

Fig 08

A message will be displayed on successful insertion of data into the database. Also the newly

entered data will be displayed in a grid view at the bottom of the screen.

Login Id(s) and Password(s) will be sent automatically to the mobile no(s) of respective

Directorate(s) through SMS (may not be available now).

8. Editing HoD/Directorate User Detail

In case of any error detected or to change the entered detail of Directorate, user requires to

click on the Edit icon shown (in the lower grid) corresponding to the record to be corrected.

Fig 09

It will make HOD Designation and Mobile No. fields editable. Then the user can correct the field

value(s) after which clicking on icon the corrected data will be stored into the database. A

confirmation message regarding saving of data will be shown in the screen.

Click here to

save data

Click Here

to edit

Click Here

to save

Fig 10

9. Logout (Department)

After completion of Entry/Edit the Admin Department user can logout from the Application by clicking

on Logout link given at the header panel of the Screen.

Fig 11

Click here

to logout

10. Directorate Login

After entering into the Portal for West Bengal Finance Department (www.wbfin.nic.in), clicking on the

same link (Master Data Creation for e-Bantan link) Login screen will be displayed to the Directorate

users where they need to provide valid User id and Password as received through SMS or form the

Departmental Authority for accessing the Application for Master Data creation. Both the fields (User id

and Password) are mandatory.

Fig 12

Here also, the system will ask the Directorate user(s) to change the password when he/she

accessing the system for the first time. The minimum password length will be of 8 characters

long.

After changing the password the Directorate user needs to Login once again by providing their

user id and changed password following the same steps as mentioned earlier.

Provide User Id (all

are in Capital Letter)

Provide default

Password here (all

are in Capital Letter)

Finally click here

for entering into

the Application

11. DDO Detail Updation for Directorate

Directorate user needs to Login once again by providing its user id and new password following the

steps mentioned earlier. DDO detail for Directorate to be updated now by clicking on the link Insert

DDO Detail for Directorate given at the title bar as shown in the following screen:

Fig 13

The user needs to select the Treasury Code from the Treasury List of Values (LOV).

Then proper DDO Code to be selected from the DDO LOV. The DDO Designation & Address will

be retrieved from the database. The complete Postal Address to be updated in the Address

field.

Also Mobile No.(mandatory), Land Line No. and TAN(mandatory) of the DDO to be given in the

respective fields.

In case, the Directorate normally allots fund through the DMs or SDOs or BDOs, then need to

click the respective check boxes to include them in the hierarchy.

After this Save button to be clicked to store the data in Database.

A message will be displayed in the screen regarding successful saving of record in database.

The newly entered data will be displayed in the grid view at the bottom of the Screen.

In case of multiple DDOs for a Directorate the same can be provided by mentioning the detail of

all the DDOs one by one as per the steps mentioned above.

Click here to go DDO

detail for Directorate

12. Editing DDO Detail for Directorate

In case of any error or to change the entered detail of DDO, user requires to click on the Edit

icon shown corresponding to the record to be corrected in the grid view.

It will retrieve the data for the desired record in respective fields where necessary corrections

can be made by the user. After completion the user can save the corrected/modified record in

the database by clicking on the Save button.

A message will be displayed in the screen regarding successful update of record in database.

Fig 14

13. Role Hierarchy Creation by Directorate

Now the Directorate user(s) can create their Role Hierarchy through the screen as appeared below:

Fig 15

The hierarchy should be created from upper tier to lower tier sequence (ie. from TIER-I to TIER-IV as

applicable).

At the title bar of the screen, Department Code and Directorate Designation will be shown.

Click Here

to edit

The Directorate user needs to select Primary Role (ie. TIER-I/II/III/IV), Role Type, whether DDO

(value will be Yes, if the person is DDO), Treasury Code from LOV(if applicable), DDO Code from

LOV (if applicable), Upper Role for the Person (example : if Primary Role is TIER-III, Upper Role

may be TIRE-II/TIER-I)

Also Mobile No., Land No. and TAN to be entered by the user if that particular data is for a DDO.

Fig 16

After specifying values for all those fields, user needs to click on Save button which will store

the detail in Database.

A message will be given to the user regarding successful saving of Data.

To enter new data Refresh button to be clicked which will clear existing values of each field and

enable user to enter a fresh record.

The newly entered data will be displayed in the Grid View.

Fig 17.1

Click Here

to save

Click here to

clear the fields

for fresh entry

Fig 17.2

14. Editing Role Hierarchy Data

To update the entered data, user needs to click the Edit button in the Grid View corresponding

the desired record.

Then the fields will be retrieved in the upper portion of the screen in editable mode for that

particular record and user can update the same.

After completion of editing data of required field(s) user can save the corrected values by

clicking on Save button.

A message will be given to the user regarding successful updating of Data.

Fig 18

Click Here

to edit

Click Here

to update

15. Logout (Directorate)

After completion of Entry/Edit the user can logout from the Application by clicking on Logout link given

at the title bar of the Screen.

Fig 19

Click here

to logout