Difference between revisions of "Office DOCS Configuration"
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== ''' Path ''' == | == ''' Path ''' == | ||
Head Admin >> Students >> Requisitions >> Document Request to Office >> Office Docs Types | Head Admin >> Students >> Requisitions >> Document Request to Office >> Office Docs Types | ||
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| + | Head Admin >> Students >> Requisitions >> Document Request to Office >> HOD Configuration | ||
== ''' Inputs Needed ''' == | == ''' Inputs Needed ''' == | ||
| − | * | + | * Policy Name |
| + | * Document Type | ||
== <b>Functionality</b> == | == <b>Functionality</b> == | ||
| − | 1) <b>Office Docs Type</b> | + | 1) <b>Add New Office Docs Type</b> |
| + | |||
| + | * User can create new office document type by defining various criteria. | ||
| + | * Document creation may have different conditions like amount payable, sanctioning authority if any or end user can simply create a template without specifying any parameter. | ||
| + | * Configuration includes specifying conditions like | ||
| + | i) Whether the document print option be enabled for student or hard copy shall be handed over to student, | ||
| + | |||
| + | ii) Maximum number limit the document can be given to student, | ||
| + | |||
| + | iii) Defining payment mode online or cash for amount collection, | ||
| + | |||
| + | iv) Sanctioning authority role for approval, | ||
| + | |||
| + | v) Linkage to Finance and so on. | ||
| − | * | + | * Outward Number generation option can be defined by giving prefix and the year of document sanctioning.\ |
| + | * Authentication required at different levels can be defined. | ||
2) <b>HOD Configuration</b> | 2) <b>HOD Configuration</b> | ||
| − | * | + | * Document sanctioning authority can be given to HOD from office document type configuration. |
| + | * HOD configuration tab enables the selection of employee, whose the authorized HOD to sanction documents for particular department. | ||
| + | * HOD can be allocated or de-allocated from the sanctioning authority role. | ||
| + | |||
== '''Step by step''' == | == '''Step by step''' == | ||
Follow Below mentioned steps | Follow Below mentioned steps | ||
* New Document Type | * New Document Type | ||
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[[File:Doc12.png|border|center|frameless|750x750px]] | [[File:Doc12.png|border|center|frameless|750x750px]] | ||
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* Bonafide Certificate Document Example | * Bonafide Certificate Document Example | ||
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[[File:Doc123.png|border|center|frameless|750x750px]] | [[File:Doc123.png|border|center|frameless|750x750px]] | ||
| + | |||
* Outward Number Generation Details | * Outward Number Generation Details | ||
| + | |||
[[File:Doc122.png|border|center|frameless|750x750px]] | [[File:Doc122.png|border|center|frameless|750x750px]] | ||
| + | |||
* Option to create only template | * Option to create only template | ||
| + | |||
[[File:Doc133.png|border|center|frameless|750x750px]] | [[File:Doc133.png|border|center|frameless|750x750px]] | ||
| + | |||
* HOD Configuration | * HOD Configuration | ||
| + | |||
[[File:Hod configuration.png|border|center|frameless|750x750px]] | [[File:Hod configuration.png|border|center|frameless|750x750px]] | ||
Latest revision as of 12:26, 10 October 2019
Office Doc Configuration
Office document configuration enables student to apply for official document like Bonafide Certificate, Transfer Certificate, etc. Student can send an requisite for documents based on defined condition like Amount Payable, No Dues pending,etc. the authority shall approve or disapprove the requisite. Office document process can be configured by putting various criteria.
Roles
Head Admin
Path
Head Admin >> Students >> Requisitions >> Document Request to Office >> Office Docs Types
Head Admin >> Students >> Requisitions >> Document Request to Office >> HOD Configuration
Inputs Needed
- Policy Name
- Document Type
Functionality
1) Add New Office Docs Type
- User can create new office document type by defining various criteria.
- Document creation may have different conditions like amount payable, sanctioning authority if any or end user can simply create a template without specifying any parameter.
- Configuration includes specifying conditions like
i) Whether the document print option be enabled for student or hard copy shall be handed over to student,
ii) Maximum number limit the document can be given to student,
iii) Defining payment mode online or cash for amount collection,
iv) Sanctioning authority role for approval,
v) Linkage to Finance and so on.
- Outward Number generation option can be defined by giving prefix and the year of document sanctioning.\
- Authentication required at different levels can be defined.
2) HOD Configuration
- Document sanctioning authority can be given to HOD from office document type configuration.
- HOD configuration tab enables the selection of employee, whose the authorized HOD to sanction documents for particular department.
- HOD can be allocated or de-allocated from the sanctioning authority role.
Step by step
Follow Below mentioned steps
- New Document Type
- Bonafide Certificate Document Example
- Outward Number Generation Details
- Option to create only template
- HOD Configuration
