APT Application complete workflow in IT 2.0 - ReadyReckoner

Day Begin & Shift Management Workflow

1. Day Begin Process

1. Treasury Login:
   • Click Treasury → Tools → Day Begin
   • Confirm the day begin date

   Note: System displays relevant sub-cards of Treasury after initiation

2. Shift Begin Process

1. Counter Allocation:
   • Click Booking Solution → Counter Operations → Allocate counter to operator
   • Select: Employee ID, Counter ID, Shift, and Start time
   • Click Allocate counter
2. Cashier Shift Start:
   • Click Booking Solution → Counter Operations → Begin your Shift
   • Click Begin Shift

3. Shift End Process

1. Counter PA:
   • Click Booking Solution → Counter Operations → End your shift
   • Click Shift End
2. Supervisor Verification:
   • Click Booking Solution → Counter Operations → View Counter Status
   • Verify both Submit Account status and Shift End status show Green entry

Postman Shift Management

Process	Steps
Shift Begin	Postman and Delivery Management → Shift Begin/Shift End Verify Office ID, Name, and Date Click Submit If previous shift not ended: Use "Forcible Shift End" option
Shift End	Supervisor login required Postman and Delivery Management → Shift Begin/Shift End Verify Submit Account and Treasury Approval Status Click Submit

Key Notes

• ⚠️ Single-hand offices: No Submit Account option - only Verify Account
• 📌 Prerequisite: All daily transactions must be completed before Shift End
• 🔄 System Check: Ensure wallet balance matches physical cash before ending shift

Document prepared by SPM, Attanur, Salem West Division, Tamilnadu Circle

Download APT Workflow in IT 2.0