How to Register an Administrator | Super Administrator

Pre-requisites

(1) Only a Super Administrator can invite an Administrator for registration.
(2) Email ID of the Administrator should be of the domain '@capexil.in'
(3) Following details of the Administrator must be ready with the Super Admin:

• Full Name and Designation at Capexil
• Email ID to be registered with (should be of the domain '@capexil.in').
• Mobile Number
• Region Code (like NR, ER, WR, SR).

How to Register an Administrator

1. Login as a Super Administrator 
2. Go to Top Menu > Site Administration
3. Under Site Administration, click on the link 'Register an Administrator'. 
   
4.  A new screen will open, as per the screenshot below:
   
5. In the 'Name' field, please enter full name of the administrator, with his/her Designation at Capexil separated by a comma, e.g. Kiran Kumar, Deputy Director, Capexil.
6. Enter Mobile Number in the mobile number field.
7. Enter Email (of '@capexil.in') of the Admin in the email field.
8. Select Region code from the drop down.
9. Click on 'Register Administrator'. 

The system will then send an email to the Administrator as an invite. The Admin must accept the invite and proceed with logging-in to the system with the credentials received in the email invite itself. 

How to Reconcile a Payment

Prerequisite

User must be signed in as an Administrator. And, there must be at least one payment in the system that the user can reconcile.

Reconcile is basically to correct an existing payment entry, but in our system, an Administrator can add Reconcile payment information without changing the base payment data.

This feature will show up only for "Cheque-DD" based payments.

Word of Caution

This is a feature to allow Admin to reconcile payment only in case of worst case scenarios. They must adhere to the rules laid down by the system, allow minimum delay and ensure payment details are filled and submitted correctly & timely. Admins must try and avoid using this feature in most cases.

How to Reconcile

Login as Administrator
Go to top menu, Other listing > All Payments
From the list of payments shown, Admin must OPEN a payment that he wants to reconcile.
On the payment detail page, Admin would see a button "Reconcile" to reconcile the payment.

  Once the Admin would click on the "Reconcile" button, a new window would show up

Admin must fill all fields and must save.

Upon successful save, the reconcile payment record would be shown on the actual payment page (click on "Back to Payment" after saving).

Editing a Reconciled Payment

See the screenshot above - Administrator must click on "OPEN" button alongside the reconcile payment they wish to edit. Another screen will open that will allow Admin to edit the reconciled payment.

Email notification to Users, All Admins, and Super-Admin

Whenever a reconcile payment record is added a fresh, or modified an email will be sent to the associated user, all Admins and the super admin.

Reconcile Payment list part of downloaded Payment Excel

The reconcile payment list (the complete list, ignoring the date range for payments) will be downloaded as a separate sheet,  in the date range payment excel downloaded from the Payment listing page.

In the same excel, the sheet showing the date-range payment list, will also have an additional column called Reconciliation Balance, that will show if payment was received less or in access of actual amount.

Changes to Payment Listing Page for Administrators

Prerequisite

User must be an Administrator

Top most listing of Payments

The topmost table on the Payment listing page (Top Menu > Other Listings > All Payments) now shows payments of all certificates with status 'Applied' or 'Approved.'  Earlier it was only 'Approved' certificate payments being shown.

This will help Administrators mark payments of those Certificates which are APPLIED (not yet APPROVED) and yet the payment has been received. The certificates would eventually get approved later, but there is now a provision to mark payments as Complete before Approval.

Query using Certificate Status type

Administrators can now query payment listing, based on an additional parameter called CertificateStatus. This is the status of shipment or plant approval certificate of which the payment corresponds to.

Introducing 'NEW' payment status

A new payment status has been introduced called 'New'.  When a user creates a new certificate, its payment status shall remain 'New'.  Earlier, system would mark the payment as 'Pending' even when the certificate was in NEW State. 

There are many users who would create multiple NEW certificates and just save-and-keep those, never to Apply for Approval. The respective payments of those certificates would always be recorded in our system as Pending. 

Now, while querying, system would ignore 'New' Payments, thereby also ignoring New Certificates in case of payment computations, giving more accuracy in results.

Introducing Payment Gateway

Prerequisite

User must be an approved or a guest Member. In other words, user should be an industrial user and not an Administrator or Super Administrator

How to Pay using Online Payments

This is applicable for both Plant Approval and Shipment Clearance certificates.

As an industrial user, while you begin applying for your certificate:

1. Select NetBanking from the drop-down of Mode of Payment
2. Save this certificate in its completeness, by filling the required information.
3. Just as you come back to this certificate for applying after doing the save, you would see a button "proceed to payment gateway"right below the mode of payment drop-down.
4. Click on this proceed to payment gateway button in order to complete the payment process.
5. Once payment is complete (you would get a confirmation), only then you would be able to apply for this certificate. 

All the above instructions will also be available to the user on the respective certificate page while applying.

Before proceeding to the Gateway

User would see a confirmation page before proceeding to the payment gateway. User can either opt to go back to the certificate or proceed to payment by clicking on SUBMIT button.  Here, the payment amount is also shown.

Gateway Page

Upon click on SUBMIT user would be redirected to the payment gateway page. Here, user would have to select any of the payment options available on the page.

Success and Failure Response Page

Upon successful payment, user would see the response page (left) as a confirmation of payment. An email shall be sent to the user about the status.

User would be able to APPLY only after successful payment!

Once user clicks on 'Back to Certificate' user would also see successful payment information on the certificate page as below

Dashboard to show quick list of approved certificates

Prerequisite

User must be logged-in as an Administrator

Dashboard to show quick list of approved certificates

The Dashboard will now show a quick list of plant approval and shipment clearance certificates approved by the logged-in Administrator.

This will help in quick access of a certificate in case any change in status has to be handled by the administrator.  

The list will be sorted in descending order of date of issue, i.e. latest approved would be shown on top or first in the table.

Below screenshot is just a sample.

Adding Swachh Bharat Cess

Settings Page | Administrator

Administrators and Super -admins can now see and modify the new Swachh Bharat Cess (SBC) under top Menu > Site Administration > Settings

PAC & SCC pages | Administrator and Industrial User

At the time of fee calculations, the new SBC will be shown on both PAC and SCC pages for Administrators, Super-Admins and Industrial Users.

Payment Page | Administrators

In the tabular listing, two new columns have been introduced - SBC Tax percentage and SBC Tax (this is the exact amount of SBC calculated in rupees).

Under summary of payments, the new SBC will now be shown separately (below screenshot is just an example).

How Super-Admin can Register & Disable an Administrator?

Prerequisite

User must be a Super-Administrator.

Steps to Register an Administrator

1. Login as Super Administrator
2. Go to Top Menu > "Site Administration"
3. Select "Register an Administrator"
   
4. A screen would open where Super Administrator would require to enter details of the Administrator - name, email, region code (where the new administrator belong to - select any one of the regions NR, SR, WR, ER), mobile phone number etc.
5. Click on Register Administrator.
   
6. Once done, the system will immediately send an email invite to the new administrator. This email will contain the credentials and the steps to register with Capexil Online Certification System. 
7. Once the new administrator follows the steps in the registration email & registers with the system, a confirmation email will be sent to all administrators notifying of the new entrant.

Steps to Disable an Administrator

1. Login as Super Administrator
2. Go to Top Menu > "All Users"
3. Select "All Administrators"
   
4. Find the administrator in the table that is shown.
5. Click on the OPEN button shown against the administrator detail row in the table.
6. Details of the Administrator will be shown here.
7. Down below, from the "Status" drop-down, select "Disabled".
8. Click on Save Details. There will be a confirmation message of this updation.
   
9. Also - Notification of this action (of disabling of Administrator) will be shown on all administrator's (including super-admin) dashboard under Notifications table.

Date Range Queries for PAC, SCC and Payments

The Date Range query is at the bottom of  every listing page i.e. 

for PACs it is there at All Certificates > All Plant Approval Certificates, 

for SCCs it is there at All Certificates > All Shipment Clearance Certificates, 

and for Payments it is there at Other Listings > All Payments.

Prerequisite

User must be an administrator

Plant Approval Certificate - Date Range Query

Please follow the screenshot below.  Administrator must specify a date range in order to run the query.  Optionally, admin can also select region code based on which data will be filtered further. If no region is selected, PAC for all regions will be shown.

Shipment Clearance Certificate - Date Range Query

Please follow the screenshot below.  Administrator must specify a date range in order to run the query.  Optionally, admin can also select region code based on which data will be filtered further. If no region is selected, SCC for all regions will be shown.

Additionally, there is a check-box provided to separate filtration of data based on supporting unit's location.

Payment - Date Range Query

Please follow the screenshot below.  Administrator must specify a date range in order to run the query.  Optionally, admin can also select region code based on which data will be filtered further. Also, admin can select the status of the payment from the drop-down for further data segregation.

There is also financial summary of total fee, total tax and total collection w.r.t.  data range query, just below the table that lists the payments information.

Data Filters for Administrators

There are data filters on every screen in the application.  Users (Administrators) can filter information based on these filters provided over specific table as column filters.  Below are some examples.

Prerequisite

User needs to login as an Administrator.

Dashboard - Notifications

I want to see Shipment Clearance Certificate Approved Notifications

User needs to select respective 'type' filter from the notifications table on the dashboard. Similarly, Administrators should explore other type filters, 'From' and 'To' filters on the same table.

 

All Plant Approval Certificates

I want to see all Northern region certificates

User will have to select respective "Region" filter. Similarly, other filters can be explored.

Likewise Administrator can type a company name in the text box provided as filter. The system will then list all PACs issued to that company.

All Shipment Clearance Certificates

I want to see all SCCs of Northern Region destined for Germany

Administrator would need to select respective "Region" from the drop down filter provided. System will then sort all NR region SCCs. Then user would need to select "Destination" as Germany from the destination filter. 

All Products

I want to see all products of ABP-FSB category

Administrator should select "Category" filter available in the drop down.

All Payments

I want to see all "Pending" payments

User needs to select "Payment Status" filter available.

I want to see all payments in ascending or descending order of the date.

User needs to click "Date" (its is a clickable/hyperlink) column header filter in order to sort the table information based on ascending or descending order.  Alternative clicks will change to ascending or descending order.

All Industrial Users

I want to see all Merchant Exporters listed with the system.

Go to Top Menu, All Users > All Industrial Users

Select the "Industrial User Type" as "Merchant Exporters" filter provided on the table header. This will sort the information based on Merchant Exporters registered with the system. 

Similarly, Administrators can try other filter types provided. 

All Administrators

I want to see all Northern Region Administrators.

Go to Top Menu, All Users > All Administrators

Select the "Region" as "NR" filter provided on the table header. This will sort the information based on NR-based Administrators registered with the system. 

How to Apply for Declaration and Annexure-2

Prerequisite

1. Industrial User should have a valid or approved shipment clearance certificate.
2. The product(s) in the shipment must require Annexure and/or Declaration. 
3. If the industrial user cannot see "Apply for Declaration" and/or "Apply for Annexure-2" buttons against their product, then they must contact their Administrator. 

Administrator must check for Annexure-2 and/or Declaration

Administrator must ensure if a particular product requires Annexure2 and/or Declaration.

1. Administrator must login.
2. Go to Other Listings > All Products
3. Select the product, click on OPEN button.
4. Must select the checkbox that reads Annexure-2 required, and/or Declaration required, as applicable.
   

How to Apply for Annexure-2 and/or Declaration

1. Login as Industrial User with your login credentials.
2. Go to top menu, Apply for Certificate > Post Shipment Certificate.
   
3. Once you select the menu, you would see a page as below.
   
4. User would need to click on "Apply for Declaration" or "Apply for Annexure-2" blue colored buttons as applicable.
5. If a product does not need any of the documents, then a crossed-circle sign will be visible, as shown in the screenshot.