DEVELOPER’s GUIDELINE MANUAL
TERMINOLOGYCLUB MEMBERS – CLIENTS, MEMBERSPERSONAL RESOURCE PLANNER ( PR-PLNR) – BUSINESS PARTNER, FRANCHISE OWNERHO – HEA...
DEVELOPER’s GUIDELINE MANUAL
TYPE OF USERSMASTER   EMPLOYEE            PERSONAL RESOURCE PLANNER- HO*    - CK- RO**   - PLANNER’S                      ...
DEVELOPER’s GUIDELINE MANUAL
MASTER -HO   All PR Plnrs and All MembersMASTER -RO  EAST             All PR Plnrs in his/her Zone  WEST       All Members...
EMPLOYEE -HO   All PR Plnrs and All Members as per the privilege                      access given by Admin / Master HOEMP...
PERSONAL                  All Members MAPPED TO HIM/HERRESOURCEPLANNEREMPLOYEE        MEMBERS MAPPED WITH HIS PR-PLNROF PR...
DEVELOPER’s GUIDELINE MANUAL
Personal Resource PlannerEach and every Club Kautilya Personal Resource Planner would be allocated a System Generated Uniq...
Personal Resource Planner – Branch CodeEach and every Personal Resource Planner’s Branch will be allocated a System Genera...
Personal Resource Planner – EmployeeEach and every Personal Resource Planner’s Branch will be allocated a System Generated...
Head Office – EmployeeEach and every HO Employees will be allocated a System Generated Unique ID.The below mentioned sampl...
Regional Office – EmployeeEach and every RO Employees will be allocated a System Generated Unique ID.The below mentioned s...
MembersEach and every Member will be allocated a System Generated Unique ID.The below mentioned sample and proposed UID co...
SummaryThe system can generated a maximum of 10 Unique Branch Codes and 100 Employees IDs for eachPersonal Resource Planne...
DEVELOPER’s GUIDELINE MANUAL
User Types           User Creation Interfaces   MASTER USER (HO/RO)            ADMIN PANEL   CK-EMPLOYEE (HO/RO)          ...
Admin Interfaces for User CreationThis is for Head Office and Regional Office’s Master Users and Employees                ...
Admin Interface – User Creation LandingCREATE USER   EDIT USER               CREATE MASTER USER (HO/RO)                 CR...
Admin Interface for User Creation – MASTER User          This is for Head Office and Regional Offices
CREATE MASTER USER (HO/RO)F Name      M Name    L NameEmail ID:Password:DOB:          City:        State:HR Code:Access Pr...
FunctionalityIf Access Privilege is set to All then the Master User will be treated as Master User (HO), whichmeans Master...
Admin Interface for User Creation – EMPLOYEE(HO/RO)            This is for Head Office and Regional Offices
CREATE EMPLOYEE (HO/RO)  F Name        M Name          L Name                                                             ...
FunctionalityIf Access Privilege is set to All then the Employee will be treated as Employee (HO), which meansEmployee (HO...
Admin Interface for User Creation – EMPLOYEE(PR Plnr)
CREATE EMPLOYEE (PR Plnr’s Employee)  F Name      M Name    L Name                                         Access Privileg...
FunctionalityAdmin can create employee for specified PR-PLNR using the above interface.PRPL’s employee can access the sele...
WEB Interface for User Creation – EMPLOYEES            This is for Personal Resource Planners    We have to open the follo...
CREATE EMPLOYEE (PR Plnr’s Employee)    F Name      M Name    L Name    Email ID:    Password:    DOB:          City:     ...
REGISTRATION PROCESS FLOW Personal Resource Planners
Personal Resource Planners - Registration                   FORM FIELDS
Fields for Page 1:First Name*Middle NameLast Name*Email ID*Mobile No* City*Area (dropdown)*Fields for Page 2:Enter the Code
Fields for Page 3: Demographic ProfileFirst Name* (pre-populated)Middle Name (pre-populated)Last Name* (Pre-populated)Date...
Fields for Page 4: Add Other Details ( Completely Non Mandatory- Collapsible Section) Communication PreferenceLocation    ...
Fields for Page 4: Add Other Details ( Completely Non Mandatory- Collapsible Section)Professional Details       Current Em...
Fields for Page 5: Upload SectionUpload scanned copy of PAN*Address Proof of Office(any one)-Electricity bill/registered R...
Personal Resource Planners - Registration                                FLOW
Input       name, email, mob       ile       no, city, area, pin                Verification code                         ...
Personal Resource Planners - Registration             Personal Resource Planners – Registration                  Explanati...
Personal Resource Planners – Registration – Explanation of Process FlowThere can various cases witnessed when a Personal R...
Personal Resource Planners – Registration – Explanation of Process FlowOnce all the details are completely filled and subm...
Personal Resource Planners – Registration – Explanation of Process FlowCase 2: PRPL Activity: When Registration is In-Comp...
Personal Resource Planners – Registration – Explanation of Process FlowCase 3: Admin Activity: When Registration is In-Com...
Personal Resource Planners – Registration – Explanation of Process FlowCase 4: Admin Activity: When Registration is In-Com...
REGISTRATION PROCESS FLOW         Members
CK-MEMBER REGISTRATION – Key Information1. Member can be registered in two ways   a. Direct from website (Web User)   b. V...
CK – MEMBER REGISTRATIONDirect from WEB (WEB-USER)
Member - Registration                 FORM FIELDS
Fields for Page 1:First Name*Middle NameLast Name*Email ID*Mobile No* City*Area (dropdown)*Fields for Page 2:Enter the Code
Fields for Page 3: Demographic ProfileFirst Name* (pre-populated)Middle Name (pre-populated)Last Name* (Pre-populated)Date...
Fields for Page 4: Add Other Details ( Completely Non Mandatory- Collapsible Section) Communication PreferenceLocation    ...
Fields for Page 4: Add Other Details ( Completely Non Mandatory- Collapsible Section)Professional Details       Current Em...
Fields for Page 5 : Details for Resource Planning (IRP)            Refer the attached EXCEL sheet for detail fields, calcu...
CK – MEMBER REGISTRATION – Direct from WEB (WEB-USER)                            FLOW
Input           name, email, mob           ile no, city and           area (DD)                                           ...
CK – MEMBER REGISTRATION – Direct from WEB (WEB-USER)                                       Admin Functionality  A      Ti...
CK – MEMBER REGISTRATIONVia Personal Resource Planner
Member – Registration via Planner                 FORM FIELDS
Fields for Page 1: Demographic ProfileFirst Name* (pre-populated)Middle Name (pre-populated)Last Name* (Pre-populated)Date...
Fields for Page 2: Add Other Details ( Completely Non Mandatory- Collapsible Section) Communication PreferenceLocation    ...
Fields for Page 2: Add Other Details ( Completely Non Mandatory- Collapsible Section)Professional Details       Current Em...
Fields for Page 3 : Details for Resource Planning (IRP)            Refer the attached EXCEL sheet for detail fields, calcu...
CK – MEMBER REGISTRATION – Via Personal Resource Planner                             FLOW
P R Plnr logged in and click                   Input Demographic                                                  “Registe...
CK – MEMBER REGISTRATION – Via Personal Resource Planner                                      Admin Functionality     Admi...
CK – MEMBER REGISTRATION - Explanation of the Process Flow for both who registerdirectly from web or via a Personal resour...
CK – MEMBER REGISTRATION - Explanation of the Process Flow for both who registerdirectly from web or via a Personal resour...
CK – MEMBER REGISTRATION - Explanation of the Process Flow for both who registerdirectly from web or via a Personal resour...
DEVELOPER’s GUIDELINE MANUAL
FORM FIELDS
Fields for Page 1:PRPL Full Name : Pre populatedPRPL ID : Pre populatedContact Person DetailsF_Name, M_Name, L_Name*Date o...
FLOW
Login using PR-Plnr                                                     ID/email id & password                            ...
Explanation of the Process Flow
An existing Personal Resource Planner (PRPL), will only be able to register/create a new branch under him/her when inlog-i...
Once the document is received in physical by the Admin, he/she will then re-check the document and if found in      order ...
Upcoming SlideShare
Loading in …5
×

Development manual 01

313 views

Published on

Published in: Education
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
313
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
1
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Development manual 01

  1. 1. DEVELOPER’s GUIDELINE MANUAL
  2. 2. TERMINOLOGYCLUB MEMBERS – CLIENTS, MEMBERSPERSONAL RESOURCE PLANNER ( PR-PLNR) – BUSINESS PARTNER, FRANCHISE OWNERHO – HEAD OFFICERO- REGIONAL OFFICEBRANCH – PERSONAL RESOURCE PLANNER’S OFFICEDD- DROPDOWN
  3. 3. DEVELOPER’s GUIDELINE MANUAL
  4. 4. TYPE OF USERSMASTER EMPLOYEE PERSONAL RESOURCE PLANNER- HO* - CK- RO** - PLANNER’S * HO > Head Office **RO > Regional Office
  5. 5. DEVELOPER’s GUIDELINE MANUAL
  6. 6. MASTER -HO All PR Plnrs and All MembersMASTER -RO EAST All PR Plnrs in his/her Zone WEST All Members in his/her zone NORTH SOUTH
  7. 7. EMPLOYEE -HO All PR Plnrs and All Members as per the privilege access given by Admin / Master HOEMPLOYEE -RO EAST All PR Plnrs in his/her Zone All Members in his/her zone WEST as per the privilege access given by Admin /Master RO NORTH SOUTH
  8. 8. PERSONAL All Members MAPPED TO HIM/HERRESOURCEPLANNEREMPLOYEE MEMBERS MAPPED WITH HIS PR-PLNROF PR-PLNR Access privilege will be given by the PR-PLNR
  9. 9. DEVELOPER’s GUIDELINE MANUAL
  10. 10. Personal Resource PlannerEach and every Club Kautilya Personal Resource Planner would be allocated a System Generated Unique ID.The below mentioned sample and proposed UID constitutes of four (4) parts, where each is a different identifier: CK RP 33 A001 CK here denotes “Club A001 here is the alpha numerical Kautilya”, which is used an number given to Personal identifier for differentiating Club Resource Planner. The same Kautilya Personal Resource number may be present but it will Planner from all Other Partners of for a different state Microsec RP here signifies “Personal 33 here denotes “West Bengal” Resource Planner”, which is again which is represented by the CK used here to differentiate them code of the State, which signifies from Club Kautilya the state of the Personal Resource Members/Employees/Other Planner Resources Total Number of Unique Personal Resource Planner IDs that can be created is around 8.58 Lacs (Pan India)
  11. 11. Personal Resource Planner – Branch CodeEach and every Personal Resource Planner’s Branch will be allocated a System Generated Unique ID.The below mentioned sample and proposed UID constitutes of four (4) parts, where each is a different identifier: CK RP 33 A001 B01 A001 here is the alpha numerical number given to CK here denotes “Club Kautilya”, Personal Resource Planner. which is used an identifier for The same number may be differentiating Club Kautilya present but it will for a Personal Resource Planner from all different state Other Partners of Microsec RP here signifies “Personal 33 here denotes “West Bengal” B01 is the Branch Code Resource Planner”, which is again which is represented by the CK generated under the PR- used here to differentiate them code of the State, which signifies PLNR. Where B signifies the from Club Kautilya the state of the Personal Resource Branch and 01 is the branch Members/Employees/Other Planner number ResourcesTotal Number of Unique Personal Resource Planner Branch Codes that can be created is around 85.8 Lacs (Pan India)
  12. 12. Personal Resource Planner – EmployeeEach and every Personal Resource Planner’s Branch will be allocated a System Generated Unique ID.The below mentioned sample and proposed UID constitutes of four (4) parts, where each is a differentidentifier: CK E 33A001 01 CK here denotes “Club Kautilya”, which is used an identifier for 01 here is the numerical given to differentiating Club Kautilya the Employee of the Personal Personal Resource Planner from all Resource Planner’s Employee Other Partners of Microsec E here signifies “Personal Resource Planner’s 33A001 here is taken from the Employee”, which is again used Personal Resource Planner’s ID here to differentiate them from HO Employees Total Number of Unique Personal Resource Planner Employee IDs that can be created is more than 8.58 Crores (including Employees at their Branches, Pan India)
  13. 13. Head Office – EmployeeEach and every HO Employees will be allocated a System Generated Unique ID.The below mentioned sample and proposed UID constitutes of three (3) parts, where each is a differentidentifier: CK HOE AA01 CK here denotes “Club Kautilya”, which is used an AA01 here is the alpha numerical identifier for differentiating Club given to the Employee of the Head Kautilya Personal Resource Office’s Employees Planner from all Other Partners of Microsec HOE here signifies “Head Office’s Employee”, which is again used here to differentiate them from Personal Resource Planner’s Employees Total Number of Unique HO Employees IDs that can be created is more than 0.67 Lacs (Pan India)
  14. 14. Regional Office – EmployeeEach and every RO Employees will be allocated a System Generated Unique ID.The below mentioned sample and proposed UID constitutes of three (3) parts, where each is a differentidentifier: CK RWE AA01 CK here denotes “Club Kautilya”, which is used an identifier for AA01 here is the alpha numerical differentiating Club Kautilya given to the Employee of the Head Personal Resource Planner from all Office’s Employees Other Partners of Microsec RWE here signifies “Regional Office’s Employee of West”, similarly for East(E), South(S), North(N) Total Number of Unique HO Employees IDs that can be created is more than 0.67 Lacs (Pan India)
  15. 15. MembersEach and every Member will be allocated a System Generated Unique ID.The below mentioned sample and proposed UID constitutes four (4) parts, where each is a differentidentifier: CK M 33 A00001 CK here denotes “Club A00001 here is the alpha Kautilya”, which is used an numerical number given to identifier for differentiating Club Member. The same number may Kautilya Personal Resource be present but it will for a Planner from all Other Partners of different state Microsec M here signifies “Member”, which 33 here denotes “West Bengal” is again used here to differentiate which is represented by the STD them from Club Kautilya Members code of the Capital, which signifies from all other Microsec Members the state of the Member Total Number of Unique Member IDs that can be created is more than 8.58 Crores (Pan India)
  16. 16. SummaryThe system can generated a maximum of 10 Unique Branch Codes and 100 Employees IDs for eachPersonal Resource Planner.The system will also generate approximately 9 Crores Unique Member IDs on Pan India basis.A HO Employee (including super HO and ROs) will be allocated an approximate 13 Personal ResourcePlanners to serve (irrespective of their positions and profile in the company/organization).
  17. 17. DEVELOPER’s GUIDELINE MANUAL
  18. 18. User Types User Creation Interfaces MASTER USER (HO/RO) ADMIN PANEL CK-EMPLOYEE (HO/RO) ADMIN PANELPERSONAL RESOURCE PLANNER WEB INTERFACE WEB INTERFACE & ADMIN EMPLOYEE OF PR PLNR BOTH CLUB MEMBER WEB INTERFACE
  19. 19. Admin Interfaces for User CreationThis is for Head Office and Regional Office’s Master Users and Employees and PR Plnr’s Employee
  20. 20. Admin Interface – User Creation LandingCREATE USER EDIT USER CREATE MASTER USER (HO/RO) CREATE EMPLOYEE (HO/RO) CREATE EMPLOYEE (PR Plnr)
  21. 21. Admin Interface for User Creation – MASTER User This is for Head Office and Regional Offices
  22. 22. CREATE MASTER USER (HO/RO)F Name M Name L NameEmail ID:Password:DOB: City: State:HR Code:Access Privilege All EAST WEST NORTH SOUTH Save
  23. 23. FunctionalityIf Access Privilege is set to All then the Master User will be treated as Master User (HO), whichmeans Master User (HO) can access all the Planners’ details as well as their Members.If Access Privilege is set for any specific zone then the Master User will be treated as Master User(RO), which means Master User (RO) can access Planners’ details of the specified zone along withtheir Members.
  24. 24. Admin Interface for User Creation – EMPLOYEE(HO/RO) This is for Head Office and Regional Offices
  25. 25. CREATE EMPLOYEE (HO/RO) F Name M Name L Name Department: Email ID: All Password: BD DOB: City: State: FP HR Code: Trainer CRM Mobile: Access Privilege All EAST WEST NORTH SOUTHPersonal Resource Planner List Access list123 123456 456345 567123567 List A List B553567993 Save
  26. 26. FunctionalityIf Access Privilege is set to All then the Employee will be treated as Employee (HO), which meansEmployee (HO) can access the selected Planners’ details as well as their Members of all zones.If Access Privilege is set for any specific zone then the Employee will be treated as Employee (RO),which means Employee (RO) can access selected Planners’ details of the specified zone along withtheir Members.Once the privilege has been set for the new Employee , list of Personal Resource Planner under thatzone will be populated on the left hand side list ( List A) and then Admin can set the access bytransferring the PR Plnrs to List B. Now this employee can only access the details of the PR Plnrs whoare on list B.PR Plnrs details means, PR Plnrs profile, Business Updates, Members details who are mapped with thePR Plnrs etc. Type of details, one employee can access depends on the Employee’s department.Create an Employee Code and Map with the respective Branch Code ( As we are creating separatebranch codes for our HO and four ROs)Send the details to Employees email ID and also to the Master User’s ( Respective Zone) email id.
  27. 27. Admin Interface for User Creation – EMPLOYEE(PR Plnr)
  28. 28. CREATE EMPLOYEE (PR Plnr’s Employee) F Name M Name L Name Access Privilege Email ID: Password: All EAST WEST NORTH SOUTH DOB: City: State: HR Code: Select PR PlnrMember List Access list 123 123 456 456 345 567 123 567 List A List B 553 567 993 Save
  29. 29. FunctionalityAdmin can create employee for specified PR-PLNR using the above interface.PRPL’s employee can access the selected members’ details.
  30. 30. WEB Interface for User Creation – EMPLOYEES This is for Personal Resource Planners We have to open the following screen from the Website
  31. 31. CREATE EMPLOYEE (PR Plnr’s Employee) F Name M Name L Name Email ID: Password: DOB: City: State: HR Code: Member List Access list 123 123 456 456 345 567 123 567 List A List B 553 567 993 SaveFunctionalityPRPL’s employee can access the selected members’ details. PR-Plnr will get thisinterface in post login phase where he can add his employee directly from website.
  32. 32. REGISTRATION PROCESS FLOW Personal Resource Planners
  33. 33. Personal Resource Planners - Registration FORM FIELDS
  34. 34. Fields for Page 1:First Name*Middle NameLast Name*Email ID*Mobile No* City*Area (dropdown)*Fields for Page 2:Enter the Code
  35. 35. Fields for Page 3: Demographic ProfileFirst Name* (pre-populated)Middle Name (pre-populated)Last Name* (Pre-populated)Date of Birth*Gender*Pan No./UID*Occupation*EducationAddress Line 1*Address Line 2City* (pre-populated)Pincode* Email ID* (pre-populated)Alternative Email IDResidence Contact No.Business Contact No.Mobile No.* (pre-populated)Fax No.User ID* ( Email ID) – un editable fieldPassword*Confirm Password* (Password Recovery)Secret question & Answer* * TEMP ID should generate after proceeding from this page
  36. 36. Fields for Page 4: Add Other Details ( Completely Non Mandatory- Collapsible Section) Communication PreferenceLocation Residence OfficeMedium Email Call In-PersonTime From ToMarital Status (dropdown)No. of DependantsDetails of Dependants Name DoB Relationship
  37. 37. Fields for Page 4: Add Other Details ( Completely Non Mandatory- Collapsible Section)Professional Details Current Employer Designation/Title Nature of Work/Business Total Work ExperienceAsset Details Home (Self Owned/Rented/Leased) Office (Self Owned/Rented/Leased) Vehicle (three options) 4-wheeler/2-wheeler (dropdown) Make Model YearPrimary Bank You UseBank NameBranchAccount noHave you read Chanakya’s Arthshasthra? Yes/No
  38. 38. Fields for Page 5: Upload SectionUpload scanned copy of PAN*Address Proof of Office(any one)-Electricity bill/registered Rent agreement/Tel bill/Passport*
  39. 39. Personal Resource Planners - Registration FLOW
  40. 40. Input name, email, mob ile no, city, area, pin Verification code Input Verification sent through IF Ok code email/sms Enquiry details with reference code No Yes Generate & send temp id/password Proceed to input to complete pending details demographic details, upload documentsSent email for pending docs (due to Verification Of in stepsimproper uploaded docs) uploaded Docs No IF Ok Pr-Plnr details Yes Verification Of signed hard copies with uploaded soft copies Admin Activities No Sent email for approval pending (due to IF Ok Soft copy & hard copy mismatch) Yes Approval and PR-PlnrID Confirmation msg along with login info & Login using PR-Plnr generation along with detailing abt the process through email ID/email id & password Branch Code to PR-Plnr, admin & Concerned Depts. State Code
  41. 41. Personal Resource Planners - Registration Personal Resource Planners – Registration Explanation of the Process Flow
  42. 42. Personal Resource Planners – Registration – Explanation of Process FlowThere can various cases witnessed when a Personal Resource Planner registers with Club KautilyaCase 1: When Registration is Complete (with no pending/mismatch/discrepancies/delay)PRPL Activity: A Personal Resource Planner (otherwise referred to as “PRPL” later in the document) registration pagewill constitute of around 6 pages (including all), which when filled up completely by the PRPL will be considered ascompletePage 1: Herein the PRPL will fill details, such as Name, Email ID, Mobile No., City, Area and Pincode to generate aVerification Code (this will be used as a check to verify the authenticity of the Email ID and Mobile No. provided).Data Points, such as City, Area and Pin code will also be used later when a Member registers and/or while mappingthe Member. Once the data as filled and submitted, the system will then: Generate a Verification Code and send the same at the provided PRPL’s Email ID and Mobile No. Store the data and pre-populate the same in the Page 3Page 2: Once the code is generate and the PRPL will then be prompted to enter the exact code in this page. Onceentered and checked by the system, the PRPL will be taken to Page 3Page 3: Once on this page, the PRPL will then be prompted to enter their Demographic ProfilePage 4: This page will focus primarily on seeking details about the PRPL current professional/business/employmentrelated details (this will be helpful when profiling a PRPL and also when designing Marketing related activities)Page 5: On this page, the PRPL will upload documents supporting the data and information provided in Page 3 andalso facilitating the Operation and/or the Administration Team in selecting/approving/rejecting a PRPLPage 6: This page will basically be used to review and change (wherever necessary) all the details furnished by PRPLin the earlier pages, before they submit
  43. 43. Personal Resource Planners – Registration – Explanation of Process FlowOnce all the details are completely filled and submitted (as per the knowledge of PRPL), the system will then: Thank the PRPL for their registration through a HTML Pop-up page and detailing about the process Send an email to the registered Email ID of the PRPL with the similar details as mentioned above Notify the updates on admin panelAdmin Activity: Once the admin is finished checking the registration details, documents uploaded and matching thedocuments details with the details of registration. He/she will then click the “Verified” tab. Here the system willthen: Generate a PDF document containing the Agreement and the snapshots of the documents uploaded by the PRPL. This document will then be sent to the respective PRPL’s Email ID, for him/her to download, sign in original and send the same at the provided address through courierAdmin Activity: Once the document is received in physical by the admin, he/she will then re-check the documentand if found in order will go ahead and click the “Approved” tab in the system. Then, the system will: Generate a Planner ID in the system Send an email to the PRPL with an authentication link along with generated Planner ID/Email ID & password Send sets of requisite documents along with the PRPL CK Planner ID to various other internal departments through email, corresponding email ids to be already feed in the system
  44. 44. Personal Resource Planners – Registration – Explanation of Process FlowCase 2: PRPL Activity: When Registration is In-Complete due to Non-Availability of the Documents/TimeOnce PRPL has reached Page 5 of the registration process, they will have two options at their disposal: Upload the relevant and related documents or Do it later, whether that be due non-availability of time and/or documentsIn the latter case, the PRPL will need to generate a Temp ID, by clicking on the “Do it later”. This when clicked, thesystem will then: Generate the Temp ID Flash the Temp ID on the Screen Send the Temp ID & password to the PRPL via EmailThis system generated Temp ID, can be used by the PRPL to log-in at a later date to upload and complete theregistration process. This Temp ID will only be valid for a period of 15 daysAfter this, the process followed is as mentioned under Case 1 point 1 :Page 6 onwards
  45. 45. Personal Resource Planners – Registration – Explanation of Process FlowCase 3: Admin Activity: When Registration is In-Complete due to Pending/Mismatch/Wrong Data and/or UploadsFollowed after Point 3 as mentioned under Case 1Once the admin starts checking the registration details, documents uploaded and matching the documents detailswith the details of registration and found them to be Pending/Mismatched/Suspicious/Not In-Order, he/she willthen click the “Document Pending” tab. Here the system will then: Generate the Temp ID. This Temp ID will only be valid for a period of 15 days Flash the Temp ID on the Screen Send an email informing the PRPL about the Pending Situation along with the Temp ID & passwordAfter this, the process followed is as mentioned under Point 4 under Case 1
  46. 46. Personal Resource Planners – Registration – Explanation of Process FlowCase 4: Admin Activity: When Registration is In-Complete due to Wrong/In-Correct/Not-Clear Physical Documents is ReceivedFollowed after Point 4 as mentioned under Case 1Once the document is received in physical by the Operations Executive, he/she will then re-check the document and if found not inorder will go ahead and click the “Approval Pending” tab in the system. Then, the system will: Generate the Temp ID. This Temp ID will only be valid for a period of 10-15 days Flash the Temp ID on the Screen Send an email informing the PRPL about the Pending Situation along with the Temp ID & passwordAfter this, the process followed is as mentioned under Point 5 under Case 1Conclusion: So there will be total 4 actions in admin panel as follows:Verified –Yes/No (Option button) If All uploaded documents are ok then Yes else NoApproved – yes/No (Option button) If Soft copy & hard copy mismatch then No Else YesActive/ Inactive Activate the PRPL Account (default is active after approval) Deactivate the approved account (On hold in later stage)Verification code checking activity in registration process can be set on or off from admin.During approval process ,a flag needs to be set with the PR –PLNR whether they are Individual or operating from HO/RO.Master user HO by default can access all PR-PLNRs.Master user RO by default can access all PR-PLNRs of the specified zone.No Employee can access PR-PLNR HO and PR-PLNR RO.
  47. 47. REGISTRATION PROCESS FLOW Members
  48. 48. CK-MEMBER REGISTRATION – Key Information1. Member can be registered in two ways a. Direct from website (Web User) b. Via a Personal Resource Planner c. Members can be logged in with Membership ID/Email ID and Password ( For reference check bharatmatrimony.com)2. ‘Members’ are actually ‘Clients’3. Personal Resource Planner ( PR-Plnr) are actually ‘Business Partners’4. HO – Head Office ( Also treated as a Personal Resource Planner)5. RP – Resource Plan – this will be of two types, a. Initial Resource Plan ( This will be done during Registration Process) - IRP b. Comprehensive Resource Plan ( This will be done in later stage and no relation with the registration process – CRP6. DD - dropdown
  49. 49. CK – MEMBER REGISTRATIONDirect from WEB (WEB-USER)
  50. 50. Member - Registration FORM FIELDS
  51. 51. Fields for Page 1:First Name*Middle NameLast Name*Email ID*Mobile No* City*Area (dropdown)*Fields for Page 2:Enter the Code
  52. 52. Fields for Page 3: Demographic ProfileFirst Name* (pre-populated)Middle Name (pre-populated)Last Name* (Pre-populated)Date of Birth*Gender*Pan No./UID*Occupation*EducationAddress Line 1*Address Line 2City* (pre-populated)Pincode* Email ID* (pre-populated)Alternative Email IDResidence Contact No.Business Contact No.Mobile No.* (pre-populated)Fax No.User ID* ( Email ID) – un editable fieldPassword*Confirm Password* (Password Recovery)Secret question & Answer*
  53. 53. Fields for Page 4: Add Other Details ( Completely Non Mandatory- Collapsible Section) Communication PreferenceLocation Residence OfficeMedium Email Call In-PersonTime From ToMarital Status (dropdown)No. of DependantsDetails of Dependants Name DoB Relationship
  54. 54. Fields for Page 4: Add Other Details ( Completely Non Mandatory- Collapsible Section)Professional Details Current Employer Designation/Title Nature of Work/Business Total Work ExperienceAsset Details Home (Self Owned/Rented/Leased) Office (Self Owned/Rented/Leased) Vehicle (three options) 4-wheeler/2-wheeler (dropdown) Make Model YearPrimary Bank You UseBank NameBranchAccount noHave you read Chanakya’s Arthshasthra? Yes/No
  55. 55. Fields for Page 5 : Details for Resource Planning (IRP) Refer the attached EXCEL sheet for detail fields, calculation and output format
  56. 56. CK – MEMBER REGISTRATION – Direct from WEB (WEB-USER) FLOW
  57. 57. Input name, email, mob ile no, city and area (DD) Proceed to input IF PR-Plnr Yes Exists for Demographic details, Login specified details, IRP inputs & others city Service not available in steps No email sent to user PR-Plnr Details Default-Mapping with HO Enquiry details with Reference ID If all inputs Membership (Irrespective of IRP details )given details Send No Yes confirmation A Periodical reminder email for No IF all IRP through email for system Member Mapping input s incomplete IRP/ other given generated with PR-PLnr inputs membership ID along with a Yes A/c activation Approval Email sent to member link to user Generate about what to do next IRP Along with his PR-Plnr details Email sent to Concerned Depts notifying the B membership creation Make available to PR-Planner to schedule PR-Planner /Admin appointment, update appointment /MemberMember login Member Landing Page
  58. 58. CK – MEMBER REGISTRATION – Direct from WEB (WEB-USER) Admin Functionality A Till this stage the web user is by default mapped with HO. Now Admin will have option to map the respective user to a specific Personal Resource Planner or leave him mapped with the HO itself and send him the email about what to do next Along with his PR-Plnr details. B Admin should have facilities to send the IRP to the Mapped PR-Plnr or Member or Both. Flexibility to send any other person, such as Business Manager etc.
  59. 59. CK – MEMBER REGISTRATIONVia Personal Resource Planner
  60. 60. Member – Registration via Planner FORM FIELDS
  61. 61. Fields for Page 1: Demographic ProfileFirst Name* (pre-populated)Middle Name (pre-populated)Last Name* (Pre-populated)Date of Birth*Gender*Pan No./UID*Occupation*EducationAddress Line 1*Address Line 2City* (pre-populated)Pincode* Email ID* (pre-populated)Alternative Email IDResidence Contact No.Business Contact No.Mobile No.* (pre-populated)Fax No.User ID* ( Email ID) – un editable fieldPassword*Confirm Password* (Password Recovery)Secret question & Answer*Captcha
  62. 62. Fields for Page 2: Add Other Details ( Completely Non Mandatory- Collapsible Section) Communication PreferenceLocation Residence OfficeMedium Email Call In-PersonTime From ToMarital Status (dropdown)No. of DependantsDetails of Dependants Name DoB Relationship
  63. 63. Fields for Page 2: Add Other Details ( Completely Non Mandatory- Collapsible Section)Professional Details Current Employer Designation/Title Nature of Work/Business Total Work ExperienceAsset Details Home (Self Owned/Rented/Leased) Office (Self Owned/Rented/Leased) Vehicle (three options) 4-wheeler/2-wheeler (dropdown) Make Model YearPrimary Bank You UseBank NameBranchAccount noHave you read Chanakya’s Arthshasthra? Yes/No
  64. 64. Fields for Page 3 : Details for Resource Planning (IRP) Refer the attached EXCEL sheet for detail fields, calculation and output format
  65. 65. CK – MEMBER REGISTRATION – Via Personal Resource Planner FLOW
  66. 66. P R Plnr logged in and click Input Demographic “Register New Member from the details, Login details, IRP P R Plnr landing page inputs & others in steps Default-Mapping with P R Plnr If all inputs given Membership details No Send confirmation Periodical reminder email for Yes IF all IRP through email for No system input s incomplete IRP/ other given generated inputs membership ID along with a Yes A/c activation Approval Email sent to member link to user and Generate about what to do next P R Plnr IRP Along with his PR-Plnr details Email sent to Concerned Depts A notifying the Make available to membership PR-Planner to schedule PR-Planner /Admin creation appointment, update appointment /MemberMember login Member Landing Page
  67. 67. CK – MEMBER REGISTRATION – Via Personal Resource Planner Admin Functionality Admin should have facilities to send the IRP to the Mapped PR-Plnr or Member or Both. A Flexibility to send any other person, such as Business Manager etc.
  68. 68. CK – MEMBER REGISTRATION - Explanation of the Process Flow for both who registerdirectly from web or via a Personal resource PlannerMembers from the area of Personal Resource Planner will only be able to register with Club KautilyaThe above criteria will be checked with the help of three parameters – City and AreaMember Registration Page will be based on initial verification by sending a code on the Members email id andmobile numberIn case, the Member represents an area where there are no Personal Resource Planner present, the system willthen: Intimate the Member that, the registration cannot be taken forward stating the reason via HTML Pop-up Page and Email Store the details for future reference Not send the Membership No., only Reference Code to be sentIn case, the Member is from an area where Club Kautilya has a Personal Resource Planner present, the systemwill then: Send a verification Code via Email and SMS to the Member Store the details already feedAfter the Member has received and feed-in the code, he/she will only then be allowed to proceed further toenter his/her other demographic details to registerThe stage-1 form will only seek “Basic Demographic Profile” and will be mandatory, such as –Name, DoB, Gender, PAN No, Occupation, Address, Area, City, State, Pincode, Email ID, Education, ResidenceNo., Business No., Mobile No.,Fax No., User ID and Password.
  69. 69. CK – MEMBER REGISTRATION - Explanation of the Process Flow for both who registerdirectly from web or via a Personal resource PlannerThe stage-2 form will be optional and will seek additional demographic, lifestyle and asset details, such as –Professional Details, Asset Details like Home/Vehicle Details.(This form can be skipped by the Member and he/she may wish to enter these data later at his/her convenience)The stage-3 & 4 form will seek details pertaining to Initial Resource Plan(This form can be skipped by the Member and he/she may wish to enter these data later at his/her convenience)In case, the Member has filled-in all the relevant details required for the resource plan, the system will then: Generate the Resource Plan and send it to the mapped (in case, the Member is direct web user, by default they would be mapped to HO (which is also to be considered as a PRPL), which the Admin Team can change at a later date and map any other Personal Resource Planner matching City and Area) Personal Resource Planner, who will then be responsible to schedule a meeting with the Member and understand him/her the plan Send an email to the Member detailing about the process and the details of the mapped Personal Resource Planner We need to presently track the status of the enquiry i.e., Appointment fixed Met with Status update ( Closed / Lost etc )
  70. 70. CK – MEMBER REGISTRATION - Explanation of the Process Flow for both who registerdirectly from web or via a Personal resource PlannerIn future the appointment data to be parked in the CRM lead management module for process flow.In case, the Member has not filled-in all the relevant details required for the resource plan and has skipped theform. In such a situation also the Member is able to register with Club Kautilya, but here the system marks theMember and sends soft reminder emails at regular intervals stating him/her to fill and generate his ResourcePlan (after which point no. 10 is executed)After the Member, has submitted (in all the cases), he/she is been sent an authentication email, which whenclicked will prompt the Member to enter his/her user id and password. Simultaneously, the system will then alsogenerate a Membership No. for the Member.After login members will be taken to an intermediary web page (between Club Kautilya Website and PRPSolutions Website), which will also act as a Dashboard; detailing about PRP Solutions, Member Profile Meter,Areas of Quick Action, Any Marketing Communication, etc.
  71. 71. DEVELOPER’s GUIDELINE MANUAL
  72. 72. FORM FIELDS
  73. 73. Fields for Page 1:PRPL Full Name : Pre populatedPRPL ID : Pre populatedContact Person DetailsF_Name, M_Name, L_Name*Date of Birth*Gender*Address Line 1*Address Line 2State*City*Pincode*Email ID*Mobile*Fields for Page 2:Upload SectionUpload scanned copy of PANAddress Proof of Office (any one) - Electricity Bill/Registered Rent Agreement/Telephone Bill/Passport
  74. 74. FLOW
  75. 75. Login using PR-Plnr ID/email id & password Yes Proceed to input Sent email for pending docs demographic IF details, upload incomplete Verification Of No documents in steps upload uploaded Docs No IF Ok Branch details YesVerification Of signed hard copieswith uploaded soft copies Admin Activities IF Ok No Yes Branch approval & Branch Code generation for the Confirmation email to PR-Plnr & admin PR-PLNR State Code
  76. 76. Explanation of the Process Flow
  77. 77. An existing Personal Resource Planner (PRPL), will only be able to register/create a new branch under him/her when inlog-in conditionThere can various cases witnessed when a Personal Resource Planner registers a Branch under him/her with ClubKautilyaCase 1: When Registration is Complete (with no pending/mismatch/discrepancies/delay)Once logged-in, the PRPL needs to click on the “Create a Branch” Tab on the Right Hand side of the pageThis opens a new window, where the PRPL gets to see his Full Name as “Personal Resource Planner” and ID as“Planner ID”, which is pre-populated through the systemThen the PRPL needs to feed-in data regarding the New Branch (step-wise)The stage-1 form will only seek “Basic Demographic Details” and will be mandatory (marked) as provided in the nextpage under “Fields for Page 1”The stage-2 form will be the area where the PRPL needs to upload supporting documents relating to the new branch(This form can be skipped by the PRPL and he/she may wish to enter these data later at his/her convenience)Once all the details are completely filled and submitted (as per the knowledge of PRPL), the system will then: Thank the PRPL for branch creation through a HTML Pop-up page and detailing about the process An email is sent to the registered Email ID of the PRPL with the similar details as mentioned above Another email is sent to the Admin notifying them about such activity/registrationOnce the Admin is finished checking the registration details, documents uploaded and matching the documentsdetails with the details of registration. He/she will then click the “Verified” tab. Here the system will then: Generate a PDF document containing the Agreement and the snapshots of the documents uploaded by the PRPL. This document will then be sent to the respective PRPL’s Email ID, for him/her to download, sign in original and send the same at the provided address through courier
  78. 78. Once the document is received in physical by the Admin, he/she will then re-check the document and if found in order will go ahead and click the “Approved” tab in the system. Then, the system will: Generate a Branch Code in the system Send sets of requisite documents along with the CK Branch Code to various other internal departments for them to create and map Branch Codes in their respective system with the CK Branch CodePRPL then needs to assign the privileges for the said branch, for them to access the CK Website. If not done, thebranch personnel will not be able to access the data/informationCase 2: When Registration is In-Complete due to Non-Availability of the Documents/TimeOnce PRPL has reached “Upload Section” of the registration process, they will have two options at their disposal: Upload the relevant and related documents or Do it later, whether that be due non-availability of time and/or documentsIn the latter case, the PRPL will need to generate a Temp ID, by clicking on the “Upload Later/Brower Cross Tab”. Thiswhen clicked, the system will then: Generate the Temp ID Flash the Temp ID on the Screen and Send the Temp ID to the PRPL via EmailThis system generated Temp ID, can be used by the PRPL to log-in at a later date to upload and complete theregistration process. This Temp ID will only be valid for a period of 10-15 daysAfter this, the normal process followsCase 3: When Registration is In-Complete due to Wrong/In-Correct/Not-Clear Physical Documents is ReceivedFollowed after “Upload Section”Once the document is received in physical by the Admin, he/she will then re-check the document and if found not inorder will go ahead and click the “Pending” tab in the system. Then, the system will: Generate the Temp ID. This Temp ID will only be valid for a period of 10-15 days Flash the Temp ID on the Screen Send an email informing the PRPL about the Pending Situation along with the Temp IDAfter this, the normal process follows

×