plan fund release information system -...

PPLLAANN FFUUNNDD RREELLEEAASSEE IINNFFOORRMMAATTIIOONN SSYYSSTTEEMM

USER MANUAL For

SYSTEMATICALLY MAINTAINING RECORDS OF

PLAN FUND RELEASE INFORMATION

Designed, Developed by

National Informatics Centre

West Bengal Unit Department of Information Technology

Ministry of Communications and Information Technology Government of India

USER MANUAL FOR PLAN FUND RELEASE INFORMATION SYSTEM

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User Manual

For

PLAN FUND RELEASE INFORMATION SYSTEM

VERSION 1.0

To be used by all Departments under Government of West Bengal

No part of this document shall be reproduced without prior permission of the State Informatics Officer, National Informatics Centre, West Bengal


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TABLE OF CONTENTS

Chapter No. Topics Page No

Chapter 1 Introduction

1.1 Overview 4

1.2 Salient Features 5

Chapter 2 Hardware And Software Specification 6

Chapter 3 Getting Started

3.1 How to open the software 7

3.2 How to Login into the Software 10

3.3 How to Logout from the Software 12

3.4 How to Change password 13

3.5 How to Update Profile 14

Chapter 4 Entry of Transaction Data

4.1 Release Entry 16

4.2 Admin Permission 18

Chapter 5 MIS

5.1 Plan Fund Release Information 20

5.2 Department wise Release Information 21

5.3 Updated Release Status 22

5.4 Month wise Release 23

Chapter 6 Troubleshooting Tips 24


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1 INTRODUCTION 1.1 OVERVIEW The present system is a web-based application to capture data relating to departmental

release from Plan Funds. The related software has been made available at Finance

Department website www.wbfin.nic.in. All the departments of West Bengal State

Government can access the application over net to enter data relating with plan fund

release on regular basis. This in turn will enable the Government to have the updated fund

status for better monitoring.

For ease of Accounting, 17/19-digit codes are used for all Expenditure Heads. These heads

comprises Major Head, Sub-Major Head, Minor Head, Scheme Head,Object Head.

Moreover, each and every scheme in the Expenditure side is associated with standard codes

of Service Category, Sector, Heads of Development, Earmark, Plan Types, Voted/Charged

Type, Detail Head and Sub-Detail Head. Since 2003-2004, the State Budget has been

prepared in One-Demand-One-Department format in which the provisions for each

department (as defined under the Rules of Business) have been kept under a Specific

Demand.

Budget provisions are made in specific head-of-accounts among the following Departments:

1. Agricultural Marketing

2. Agriculture

3. Animal Resources Development

4. Backward Classes Welfare

5. Bio-Technology

6. Chief Minister Secretariat

7. Chief Minister"s Office

http://www.wbfin.nic.in/


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8. Civil Defence

9. Co-Operation

10. Commerce & Industries

11. Consumer Affairs

12. Council of Ministers

13. Development & Planning

14. Disaster Management

15. Environment

16. Excise

17. Finance (Audit)

18. Finance (Revenue)

19. Finance(IF)

20. Fire & Emergency Services

21. Fisheries

22. Food & Supplies

23. Food Processing Ind. and Horticulture

24. Forests

25. Governor Secretariat

26. Health & Family Welfare

27. Higher Education

28. Hill Affairs

29. Home (C & E)

30. Home (Civil Defence)

31. Home (Commonwealth Relations)

32. Home (Defence)

33. Home (Foreighners & NRI)

34. Home (Police)

35. Home (Political)

36. Home (Press)

37. Home (Special)


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38. Housing

39. Industrial Reconstruction

40. Information & Cultural Affairs

41. Information Technology

42. Irrigation & Waterways

43. Jails

44. Judicial

45. Labour

46. Land & Land Reforms

47. Law

48. Legislative Assembly Secretariat

49. Mass Education Extn. & Library Services

50. Micro & Small Scale Ent. and Textiles

51. Minority Affairs & Madrasah Education

52. Municipal Affairs

53. Panchayats & Rural Development

54. Parliamentary Affairs

55. Paschimanchal Unnayan Affairs

56. Personnel & Administrative Reforms

57. Power & Non-Conventional Energy Sources

58. Public Enterprises

59. Public Health Engineering

60. Public Works

61. Public Works (Roads)

62. Refugee Relief & Rehabilitation

63. School Education

64. Science & Technology

65. Self-Help Group & Self-Employment

66. Sports

67. Sunderban Affairs


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68. Technical Education & Training

69. Tourism

70. Transport

71. Urban Development

72. Water Resources Investigation & Dev.

73. Women & Child Dev and Social Welfare

74. Youth Services

The proposed system will focus on the release of funds pertaining to Schemes under Plan

Heads only. There are 4 types of Schems which fall under Plan Heads. These are:-

1. CN Central Sector (New Schemes)

2. CS Centrally Sponsored (New Schemes)

3. SP State Plan (Annual Plan & Eleventh Plan)

4. SS State Plan (Supplement Plan)

The prsent system will work in the following manner:-

1. The web-enabled application software “Plan Release Monitoring System” is made

available at www.wbfin.gov.in

2. The application can be accessed by authorized users only. It will be a Role-based

system with definite work area for each & every authorized user.

3. Finance Department will communicate login tokens (user id & password) to the

Departmental Heads.

4. On 1st of April every year, data related with State Budget Allocations will be made

available at www.wbfin.nic.in which will act as the Master database towards release

of fund.

http://www.wbfin.gov.in/

http://www.wbfin.nic.in/


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5. Any Department intending to Release budgetary allocations under Plan Heads will

login to access the web-enabled application software “Plan Release Monitoring

System”.

6. For the first instance of accessing the software, the system will prompt to change

the password. It will also prompt to fill in requisite information of the Departmental

Nodal Officer relating with Plan Fund Release.

7. After logging in, the user will be able to Release Fund, Generate related Reports.

8. Releasing of Fund involves 2 steps: Save & Submit. This will enable the user to re-

think or edit the entered information.

9. If it is realized that there is need to correct data already submitted, the concerned

Department can seek permission from the Administrator (Finance Department) in

this regard using the relevant menu item in the application software.

10. MIS modules are made available both at the Department level as well as at the

Super User end (Finance Department).


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1.2. SALIENT FEATURES

v Basic Feature

ü System provides a interactive interface to retrieve information by a flexible way

ü It maintains all the Information of Plan Fund Release, Finance Department,

and Govt. Of West Bengal and eliminates the repeated entry of information. ü System Generates Reports in Pre-Defined formats

v Recording

ü Department Wise Budget Estimate Information

ü Release Information

v Query

ü Highly powerful file searching capability

ü Tracking of Transaction Information through user defined parameters

v Report

ü Transaction Information

ü Department Wise Transaction of Budget and Release Information

ü Report available in PDF Format

v Security

ü Accessible to authorized users only

ü Highly secured database

v Flexibility

ü Highly flexible in defining Plan Fund Release Information System, W.B. Government Department, Finance Group Jurisdiction.

v User Friendliness

ü Intra- & Inter-Module easy navigation & user-friendly design

v Speed

ü Amazing computing speed to reduce computing time to a great extent


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2 HARDWARE & SOFTWARE SPECIFICATION

Provided below are the proposed Hardware & Software for accessing the

application.

1. PC with moderate configuration

2. Internet Browser

3. Internet Connectivity


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3 GETTING STARTED 3.1 HOW TO OPEN THE SOFTWARE 1. Open Browser.

2. Type “www.wbfin.nic.in” at the address bar and press “ENTER” and the home page of Finance Department website will appear as shown below.


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3. Now Click on the label called “Plan Fund Release Information System” .

Click Here


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4. After Clicking the “Plan Fund Release Information System” label, it will invoke the login screen of related application as shown below.


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3.2 HOW TO LOG IN INTO THE SOFTWARE

Enter valid “USERNAME” and “PASSWORD” and click on “Login” button.

Authentication of User Name and Password During authentication, username and password entered are verified to ensure authenticity of a user.

Click Here To Login


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After successful Login the user is redirected to Home Page as shown below. At the top you can see a menu, which consists of Home, Release Entry, M.I.S., Housing Keeping and Logout.


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3.3 HOW TO LOG OUT FROM THE SOFTWARE Click on “LOGOUT” at top right corner of the menu as shown below:

Click Here To Logout


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3.4 HOW TO CHANGE PASSWORD Click on “CHANGE PASSWORD” link under “House Keeping” menu to change Password.

Click Here To Change Password


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3.5 HOW TO UPDATE PROFILE Click on “UPDATE PROFILE” link under “House Keeping” menu to update the profile of a particular member.

Click here to Update a Profile


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4 ENTRY OF TRANSACTION DATA

Click on “Release Entry” menu. Release Entry Menu consists of Release Entry and Admin Permission.

Click here to Open Release Entry Menu


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4.1 ENTRY OF RELEASE ENTRY Click on the “Release Entry” link under “Release Entry” menu and a page will appear where you can enter Release Amount. To enter new records firstly select the financial year and department from the dropdown. Then for that particular year and department enter the required Head of Account. Then enter the details Information Like File no., Description, U.O./Authority No., U.O./Authority Date, Sanction No., Sanction Date and Release Amount and lastly click on save button to enter the new transaction Record with pending Release status. The stored record will be displayed below.

Click Here To SAVE the Release Amount


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Now, after submit this transaction the Record whose release is pending will be viewed in the Pending List in the Grid view above the Head of Account.

This Grid view consists 3 Link button named Edit, delete and Submit. To Edit Release Details click on Edit link button in the Grid view to save the changes.

To Delete Release Details click on Delete link button of the selected Release Details.

Now, click on the submit button in the Grid view to finally release the amount. After submitting this the grid view will be disappear which shows that no release is pending at that moment.

Click Here To Edit, Delete, and Submit the Record for Release


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4.2 ADMIN PERMISSION Click on the “Admn permission” link under “Release Entry” menu and a page will appear through which the permission will granted for Re-Submission of Data.A normal user can re-submit a data which is already released through “Apply” link button in the Grid view and after applying by the user this record is available to the admin end again.Now Admin Can Send this data in the pending status after clicking the “Allow” link button in the Grid View so that it can be edited as required.

Click here to Re-Submit the data


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5 MIS Click on “M.I.S.” menu. MIS Menu consists of H/Account wise Release, Department wise Release, Updated Release Status and Month wise Release and Admin Permission. You can get all the MIS Report in the PDF Format by Clicking the Export to “PDF” Button.

Click Here to Open MIS Menu


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5.1 Head of Account wise Release Click on the “H/Account wise Release” link under “MIS” menu and a page will appear where you can see all the plan fund release information for a specific financial year. Records are observed for all as well as for a specific department and head of account.

Click Here To Generate PDF Report


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5.2 Department wise Release Click on the “Department wise Release” link under “MIS” menu and a page will appear where you can see all the Department wise release information for a specific financial year. Records are observed for all as well as for a specific plan status and for a particular period.



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5.3 Updated Release status Click on the “Updated Release status” link under “MIS” menu and a page will appear where you can see all the information of updated release status for a specific financial year. Records are observed for all as well as for a specific plan status.



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5.4 Month wise Release Click on the “Month wise Release” link under “MIS” menu and a page will appear where you can see all the information of month wise release for a specific financial year. Records are observed for all as well as for a specific department and plan status.



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6 TROUBLESHOOTING TIPS

1. Issue: I cannot login. Error message shows: "USER ID/PASSWORD DOES NOT MATCH”. Answer: Error message indicates that an incorrect Logon ID and/or

Passwords were entered. Please verify that the correct Logon ID and password were entered. The password is case sensitive.

2. Issue: “USER ID/PASSWORD DOES NOT MATCH” message is displayed sometime. Answer: Please ensure that Caps Lock is not on. The password is case sensitive. 3. Issue: ”Maximum login attempts Exceeded” message is displayed sometime.

Answer: Error message indicates that user enter the wrong password 3 times. So, to login again user has to re-open the login page.

4. Issue: After Clicking the Print Icon, the printing of the document cannot be started. Answer: Please ensure that the Printer device is correctly connected. 5. Issue: While taking the printout of the PDF Document, the format of the document is

distorted. Answer: Please follow the following Steps: --

• Click on “Start” and then Click on “Control Panel”.


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• Click on “Printers and Faxes”.

Click Here

Click Here


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• On Clicking, Below page is displayed.

Select This


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• Please Right Click on the icon .A menu is displayed. Click on “Printing Preferences”.

• On Clicking, Below page is displayed.

Select This


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• Please Select the A4 Page Size from the Standard Dropdown list.

Select This


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• Please Click “Ok”.

Please Then Click Print Icon of the Document. Print Out with Proper format can now be generated.

Click Here


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For any othter related information, please contact with

Sh. A. R. Chakarborty, IAS Joint Secretary

Finance Department Government of West Bengal

Phone No. 2254 4028, 2254 4848

Designed, Developed by

National Informatics Centre

West Bengal Unit Department of Information Technology

Ministry of Communications and Information Technology Government of India


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