APT 2.0 - Technical Issues / Common mistakes observed after Rollout

APT -  Technical Issues / Common mistakes observed after Rollout
Sl No	Module	Ideal Scenario (DO's)	Problem areas/common mistakes(DON’T's)
1	Booking	The Contractul Customer Articles should be booked by selecting the appropriate Bulk Customer Name	The Contarctual Articles should not be booked in the any Categories other than Bulk Customer Category
2	Booking	After Postman Submit Accounts, the Shift End of the Counter user should be done(COD MO Booking)	Don’t do the Shift End of Counter Operations, if the Postman Submit Accounts is pending(COD Returns)
3	Booking	All the Mandatory or asterisk fields should be filled in Mails/eMO booking	Dont click submit before filling all the mandatory fields in Mails/eMO booking.
4	Booking	The Counter PA user should ensure that Barcode affixed on the article is same entered in the application	Dont book the article with auto generated Barcodes(If Thermal Printer is provided, then auto generated Barcodes shall be used)
5	Booking	Before initiating the Finacle transaction, do 'Cash Request' with Treasurer	After shift begin, the first Finacle withdrawal transaction should not be done
6	Booking	The appropriate Prepaid mode should be selected as per the Customer Letter/Parcel	If the letter/parcel is affixed with stamps or impressed with Franking, don't initiate the transaction with Patment mode as 'Cash'
7	Booking	For Counter PA,Do Check the 'Wallet' Balance from the main/home screen	Dont check the wallet balance other than Home screen. The application may display 0 or fetch to fail message
8	Booking	The Submit Accounts should be fetched as follows:- Click 'Generate Accounts'. Check the Status of the by clicking on 'Check Status'. The status should be completed, then click on 'Fetch Accounts'.	Dont click the 'Fetch Accounts', if the Check status is still pending
9	Booking	Do the Submit Accounts after adjusting the CBS transactions	Dont do the Submit Accounts without adjusting the CBS Transactions
10	Booking	Do the SHIFT END after initiating all type of Transactions and taking the Reports	Dont do the Shift End if any transactions needs to be carried out
11	Booking	While initiating the PLI Renewal Premium transaction, please ensure that all the mandatory fields are filled before clicking on 'Submit'.	Dont click on 'Submit' button without entering all the mandatory fields(like the premium calculated amount, should be entered in respective field)
12	Booking	Do select the payment mode 'Cheque', only after the Cheque is realized or cleared	Dont initiate the transaction with Payment Mode as 'Cheque', if the Cheque is not realized or cleared
13	Booking	Do 'Verify Payment' for the QR transaction,after verifying with the Customer	Dont click on 'Verify Payment' without confirming with the Customer
14	Booking	Do check the 'Transfer Cash' status(Completed) before initiating the Submit Accounts	The Submit Accounts cannot be initiated, if the Cash Transfer status is Pending.
15	Booking	Do ensure that the auto fetch fields data were captured before clicking submit or completeing the transaction	Don't click the submit or complete the transaction, if any auto fetch fields are not fetched the data.(The transaction will not reflect in DTR)
16	Device Registration	Ensure that the device is registered before performing operations	Without device registration operations will not function
17	Leave Management System	LMS Self Service to be accessed through Self Service icon	Clicking on LMS Operations Card instead of LMS Self Service
18	Mobile App	Make sure that the proper amount is entered in the ECB liability	If the amount is entered wrongly there is no option for deleting the ECB liability which may effect the Day end
19	Mobile App	Bag receive- Do Scan the Bag using scanner or enter the bag number and then click on Bag receive	Do not clcik on Bag receive without Scanning
20	Mobile App	Bag Open-Do scan the Physical articles using scanner or enter the article number and then click on bag open button	Do not click on Bag open button without scanning the articles which are physically received
21	Mobile App	Invoice EMO-Do invoice eMOs and click on Cash process button	Do not exit invoice page without clicking on Cash process button
22	Mobile App	Delivery shift end- Do confirm returns and click on submit returns and then click on accept cash	Do not exit return page without clicking on Cash process button
23	Mobile App	Counter close- Do enter IPPB deposit and withdrawal entries(if any) and then close account	Do not close account without IPPB deposit and withdrawal entries (if any)
24	Mobile App	EMO Invoicing- Do receive EMos first and then go to invoice page	Do not directly go to invoice page without receving eMOs
25	Mobile App	Ack cash-Do acknowledge cash after receiving and opening of BO bag	Do not directly try to acknowledge cash without receiving and opening of BO bag
26	Mobile App	COD retail Delivery- Do check the amount shown before delivery of COD retial article	Do not deliver the article if the amount is incorrect or not showing amount at all
27	Mobile App	Bag close- Do check for redirected/missent/RTS articles( if any) in bag close whether they are reflecting in bag close page and then close bag	Do not close the bag without redirected/missent/RTS articles( if any)
28	Mobile App	Day End-Do Day end by doing closing counter/delivery shift ends and entering ECB/Liability details (if any)	Do not do Day end without closing counter/delivery shift ends and entering ECB/Liability details (if any)
29	Postman and Delivery Management	Do Receive eMOs before Invoicing	The eMOs will not reflect for Invoicing, if eMOs are not received
30	Role Management	Please ensure that the password is entered correctly	Do not try to login if the password is not known, if more than 4 attempts wrongly entered the login ID will be disabled
31	Sorting and Bagging	Ensure that the correct schedule is selected for receipt of bags/ despatch of bags	If the schedule is wrong the expected bags will not appear
32	Sorting and Bagging	Ensure that the correct office is selected while closing the bag	If the office is selected wrogly the bags number will not appear in the despatch
33	Sorting and Bagging	Cheque book migration of the existing cheque book of the bank attached offices	It is observed that during verifying the migration data of cheque books stock available in the post offices, the data is not fed correctly resulting in issuance of incorrect cheque numbers. Hence the entry should be made only for the available stock.
34	Sorting and Bagging	Please enter the correct office ID while creating the Schedule
35	Sorting and Bagging	Make sure that the DML is mainted for appearing the schedules at the Receipt/Despatch
36	Sorting and Bagging	Make sure that the bag types are maintained for despatcing the bags	If the correct bag types are not maintained, particular bag cannot be despatched
37	Sorting and Bagging	Make sure the correct office is mapped for the appropriate HRO/SRO	If correct HRO/SRO is not mapped to the appropriate mail office the employees will not be fetched for allocating the duty
38	Sorting and Bagging	Make sure that the sets are created for the mail office mapped	With out creating the sets the HRO/SRO cannot assign the duty
39	Sorting and Bagging	Make sure that the work assignements are assigned to the sets	Without assigning the work assignements the HRO/SRO cannot do the duty allocation
40	Sorting and Bagging	The HSA has to make sure that the day begin is done before starting the set in RMS	Without day begin the set cannot perform the operations in RMS
41	Sub accounts and Treasury	Opening of account bags at HO/SO	Sub accounts PA tries to open the account bag before receiving the bag in Bagging module which will not allow and throws error. Hence it should be ensured that the bag should be opened only after receiving bags.
42	Sub accounts and Treasury	Closing of Account bag to HO at the SO	After day end in treasury, Subaccounts PA at the SO should Generate the SO daily account which includes BO data of all the verified BOs. If the SODA is generated without verifying the BODA, the data will not be incorporated in the SODA. Hence Sub offices should ensure verifying all the BO daily accounts before generation of SODA for the particular transaction date whcih should be sent to Head Office.
43	Sub accounts and Treasury	Closing of Account bag from HO to SO or from SO to BO	During closure of account bags in sub accounts, Offices are using system generated lables but using printed lables while closing the phsycal bags. This will create a problem in Bag dispatch and receipt in bagging microservice and also the destination office will not be able to open the account bag with the bag lable physically used. Hence, the Subaccounts PA must ensure that the correct bag label is used while closing the account bags.
44	Sub accounts and Treasury	Cash request has to be done only through Treasury module	Instead of doing cash request through treasury module dont do wallet adjustment
45	Sub accounts and Treasury	Cash request from the counters	The actual cash request has to be done from the counters to the treasury and treasurer has to process and counter PA has to ack the same. Counter PAs should not adjust the balances using wallet adjustment which will impact the TCB and DTR balances.
46	Sub accounts and Treasury	CBS data accounting	CBS data should be fetched from after CBS EOD using Tools -> CBS fetch data . Miscellaneous Txn option should not be used to enter the details.
47	Sub accounts and Treasury	IPPB data accounting	IPPB data should be fetched from using Tools -> IPPB fetch data and submit. Miscellaneous Txn option should not be used to enter the details.
48	Sub accounts and Treasury	Stamp bulk sale for Online payments done by the customers till online payment option is provided in the stamps bulk sale menu	In Treasurer Login, 1.Show the Stamp Bulk Sales. Select the payment mode as 'Cash'. The Cash Balance will raise. Verify it 2. To adjust the Cash Balance, go to Misc transactions-select the Transaction Type(Payment)-Transaction Mode 'Cash'-Account Code-"Remittance to Bank_Electronic" and in Remarks 'UTR' Number shall be updated. Verify the transaction. 3. Then in PM Login Go to Bank Module-Online remittance-Enter the UTR Particulars and Click 'Submit'. From 1 and 2, the entry will reflect in DTR and TCB From 3 the entry will reflect in Remittance Schedules.
49	Sub accounts and Treasury	Printing of DTRs and TCBs	DTR and TCBs should be tallied before doing day end in treasury and printing should be done only after treasury end.