User manual for Universal Collections
- Ajit Singh
- Mrinalika Akula
General Instructions
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About This Manual
This manual has been written to help the users of "Universal Collections" to understand and use the product. The chapters in this manual are organized to present functional and operational capabilities of "Universal Collections". It explains the procedures to the ULB employees to complete their tasks.
In case of further assistance please send an email to contact@eovernments.org
Intended Audience
This manual is intended to assist and train Counter Employees and Field Employees who will use "Universal Collections" to collect tax from citizens.
Document Conventions
| If you see… | It means…. |
Bold Text | Important topic or subject or mandatory information |
Italicized text | The word or set of words are especially emphasized. |
Note: | The following paragraph provides additional information |
Tip: | The following paragraph provides suggestive use |
Mandatory field |
Document History
| Version No | Date | Description |
|---|---|---|
| 1 | Version1 of Universal collections will help ULB employees to capture all payments to the ULB in the system and remove the use of physical receipts for the same. It will also have collection reports for the administrators. | |
Glossary
Term | Description |
|---|---|
| Collections | Payments made by Citizens to the Municipality. |
| Consumer Name | Name of the citizen who is availing the service. |
| Field Collection Fee | It is the extra charge that ULBs collect when they collect bills on the ground or on the field. |
| G-8 Receipt | Name of the manual receipt register in Punjab used to acknowledge the payment made by Citizens. |
| Payee Name | The person making the payment to the ULB |
Service Category | Service category is the facility for which citizen is being charged. Example - Rent, Taxes |
| Service Type | The service type is basically sub-type of service category. It is mapped to the service category. Example - Municipal Rents, Advertisement Taxes. |
| ULB | Urban Local Body. |
Introduction to Universal Collections
Universal Collections provides the capability to consolidate miscellaneous payments made by the Citizen to the ULB. It helps in eliminating the paper-based process of issuing manual receipts to capture payments like Advertisement Taxes, Parking Charges, etc. It also helps in streamlining the EoD collection process in a ULB by digitizing all payment streams.
Features of Universal collection
Feature | Description |
|---|---|
Search Receipt - Citizen | A citizen can search the receipts based on parameters - Receipt No., Service Category, Mobile no., Date range |
| Search Receipt - Employee | An employee can search the receipts based on parameters - Receipt No., Service Category, Mobile no. |
| Download and Print Receipt | Search results will have a link to the receipt which will allow employee/citizen to view/download/print the receipt. |
| Capture universal collection | For the new collection, Citizen can pay for any service mentioned at the counter. Collect payment is only on the employee side. |
| Notification | Once the payment is collected, it will trigger a notification to the citizen with payment and receipt details. Also, a link to download receipt will be given in the notification. |
| Receipt download link | Citizen will click on the receipt download link, it will redirect it to the login page on our website. Citizen will log in using OTP and can download the receipt |
| Reports | Collection reports will be available for the ULB admin and employee. |
User Roles
User | Role |
|---|---|
Counter Employee | An employee who is stationed at ULB offices and is responsible for receiving payments. |
| Citizen | A consumer of services provided by the ULB |
| Field Employee | An employee who collects payments from Citizens by being on the Field. |
| ULB Administrator | An Admin who is responsible for monitoring the collection drive and plan ULB revenue targets. |
Using Universal Collections
Search Receipt - Employee
Purpose
This feature will be used by an employee to search for receipts of past payments. If an employee needs to know the payment status and provide past payment receipt to the citizen.
Workflow -
Not able to attach the file
Screens
For search receipts, the assigned user will log in and click on miscellaneous collections. The landing page will be "search receipts' with the given parameter as shown in the screen. User will enter the search criteria and will get the search results with a link to the receipt. |
|
Search Receipt - Citizen
Purpose
This feature will be used by a citizen to search for receipts for past payments. If a citizen needs payment receipt for any purpose such as legal, bank loan, the citizen can search and retrieve receipts.
Workflow -
Not able to attach file
Download Receipt
Purpose
This feature will be used by a citizen or the employee to download and print previous receipts. In search results, there will be a link to download/print the receipt. Also, Employee can download the receipt from "View Receipt" action after completing the payment.
Workflow -
Not able to attach the file
Screens
https://marvelapp.com/4ab5640/screen/56007850
Collect New Payment
Purpose
This feature will be used by an employee to collect payment on the field or at the counter for any type of services provided by the ULB. It will eliminate the use of manual receipts in the ULBs and hence streamline the EoD processes like remittance.
Workflow -
Not able to attach file
Screens
https://marvelapp.com/4ab5640/screen/55697117
https://marvelapp.com/4ab5640/screen/55697116
https://marvelapp.com/4ab5640/screen/56392101
The employee will click on the "New Collection" button to collect payment. It will take him to the collection page where he/she can capture payment details and click on the 'Next' to complete payment and Generate receipt. "Generate Receipt" will trigger a notification to the consumer with payment details and receipt download link.
Trigger Notification
Purpose
To notify citizen about their payment and send a receipt download link to them.
Workflow -
Not able to attach file
Screens
No Screen
Content of the Notifiction -
Download Receipt from the Link
Purpose
This feature will be used by the citizen to download their receipt once the payment is made to the ULB. They can click on the link and login in the portal to directly download their receipt.
Workflow -
Not able to attach file
Screens - Same as rcceipt screen.
View Reports
Purpose
This feature will be used by the employee and ULB Admin to see the collections of the ULBs for different services and time period. It will help them plan collection drives and streamline collection process.
Workflow -
Not able to attach file
Screens
Will attach asap.
| Field Name | Description |
|---|---|
Search | The search button will initiate a search for the receipt filled details. |
| RESET | Reset all search parameters to NULL |
| New Collection | It will take the user to the collection detail entering page. |
| Generate Receipt | It will generate receipt and also trigger a notification to the citizen about the payment. |
Troubleshooting
None as of now.