Rgumy Cpa User Manual Ver1

8/12/2019 Rgumy Cpa User Manual Ver1

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RGUMY User Manual - CPA

Rajiv Gandhi Udyami Mitra Yojana (RGUMY) Web Application

(Ministry of Micro, Small and Medium Enterprises)

User Manual

for

Claim Processing Authorities

May 2009

Version 1.0

Prepared by

National Informatics Centre

Department of Information Technology

Ministry of Communication and Information Technology

New Delhi

May 2009 Page 1 of 43


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Abbreviations and Definitions :

S.No. Abbreviation used Meaning

1 CPA Claim Processing Authority

2 CPAs Claim Processing Authorities

3 RGUMY Rajiv Gandhi Udyami Mitra Yojana4 UM Udyami Mitra

Definitions :

Udyami Mitra : The selected lead agencies for rendering assistance and handholding

support to the potential first generation entrepreneurs.

Udyami : Potential first generation entrepreneurs to be provided handholding support.

Milestone: Activity to be completed for a Udyami by Udyami Mitra.

Stage: Group of milestones form a stage.

Claim Entry: A stage gets converted to claim entry when all applicable milestones in it

are completed.

Claim Form : Claim Form contains all pending claim entries and claim entries carried

forward from previous month(s).

Pending Claim Entry : A claim entry generated during the current month.

Carried Forward Claim Entry : A claim entry generated in previous month(s) and either

no action taken by CPA or its status remain Objection.

Claim Settlement Letter : Letter from CPA to Udyami Mitra intimating about the claim

payment. It is generated after CPA enters claim payment details.

Payment Voucher : It is same as Claim Form except that it also contains current status of

a claim entry and CPAa remarks against a claim entry for which status is changed toObjection or Rejection.



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Index

Contents Page No.

Abbreviations and Definitions 2

Definitions 2

Introduction 4

Functions of CPA 4

Accessing the RGUMY Web Application 6

a. Processing of Claim Form 9

b. Release of Claim Payment 15

c. Generation of Claim Letter 19

d. Generation of Claim Payment Voucher 24

Reports 28

a. Fund Status 29

b. Udyami Mitra Payment Report 31

c. Claim Id Status Report 32

d. Claim Id wise Status Report 35

e. Udyamiwise Claim Status 36

f. Claim Entry Status Report 39



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Introduction :

This user manual is meant for Claim Processing Authorities user to be referred as CPAs in

subsequent paragraphs. There are 6 Admin-I CPAs for processing claims for Category-I Udyami

Mitra and 34 State level CPAs for processing claims for Category-II and Category-III Udyami

Mitra. The CPA should have basic working knowledge of computer for using web based

applications.

The purpose of this user manual is to provide interface between CPAs and RGUMY Web

Application and will help the CPAs to understand the usage and functionalities of the system.

Functions of CPA :

CPA user has to perform following functions :

a. Processing of Claim Form

b. Release of Claim Payment

c. Generation of Claim Settlement Letter

d. Generation of Claim Payment Voucher

e. Generation of reports

These functions are explained in details in following paragraphs.

a. Processing of Claim Form : Claim Form(s) for each Udyami Mitra are generated

by the system on 1st of every month. Claim Forms generated in a month can be

processed till 20th

day of the month. Each Claim Form contains unique Claim IdNumber, Year and month for which claim form is generated, Claim Entries

corresponding to Udyamis attached with Udyami Mitra. The claim entries are

generated whenever all the applicable milestones under in a stage are completed for

Udyami. Udyami Mitra completes the milestones for Udyami.

Each claim entry has following details :

Claim Entry Number, Udyami Name, Udyami Category, Stage completed, Amount,

Status of Claim Entry and Remarks

Processing of Claim Form by CPA involves following activities :

Changing the Status of a claim entry :Default status for each claim entry

is Pending. CPA can change the status from Pending to Approved or

Objection or Rejection. CPA can change the status of a claim entry till

20th

day of the month. However, status once changed to Approved

cannot be changed again.

Entering Remarks for claim entry : Whenever status of a claim entry is

changed to Objection or Rejection, CPA has to enter reasons for doing so

under Remarks. These remarks are communicated to Udyami Mitra through

email with copy to RGUMY Cell, for clarification or intimation depending

on the status i.e. Objection or Rejection.



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Note :

a. If CPA does not process the entire claim form till 20thday of the month, the status

of all claim entries will be converted from Pending to Objection with remarks

As CPA did not take any action, hence being carried forward. All the claim entrieswill be included in next months claim form.

b. If till 20thday of the month CPA processes the claim form partially and leaves the

status of few claim entries as Pending. The status of such claim entries will be

converted to Objection after 20thday of the month with remarks As CPA did not

take any action, hence being carried forward and these will be included in next

months claim form.

b. Release of Claim Payment : Payment can be released for approved claim entries

after 20thof the month. The CPAs Bank Name, Bank Account Number and Amount

approved for release of payment is selected automatically by the system.

CPA has to select/enter only the following :

Payment Mode : Payment mode can be Demand Draft (DD) or Cheque

Cheque/DD Number

Cheque/DD Date

Dispatch Letter Ref. No.

Date of Dispatch

Once Claim Payment details are entered the same can be viewed also.

c. Generation of Claim Letter :Once Claim Payment details are entered the Claim

Letter can be viewed and printed for sending to Udyami Mitra.

d. Generation of Claim Payment Voucher :Once Claim Payment details are entered

the Payment Voucher can be viewed and printed for sending to Udyami Mitra. It is

same as Udyami Mitra Claim Form in which columns with CPA action

(Approved/Objection/Rejection) and Remarks are also added.

e. Generation of reports : CPAcan generate and print following reports.

Fund Status CPA wise Udyami Mitra Payment Report

Claim ID Status Report

Claim Id Wise Status Report

Udyami wise Claim Status

Claim Entry Status Report

These functions are further elaborated in subsequent pages.



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Accessing the RGUMY Web Application :

RGUMY web application can be accessed through Windows XP/Vista based client machine

having IE6 or above internet browser with internet connectivity.

Address for RGUMY web application is http://rgumy.nic.in

On entering the above address the following screen is displayed.

The main page of the web application contains login area for RGUMY users, brief

introduction of the RGUMY scheme, search help for prospective entrepreneurs (Udyamis)

to locate empanelled Udyami Mitra.

Login area contains Login Id and Password. To access the application further CPA has to

enter User Id and Password already assigned to them. Please note that Password should be

to be kept secret and known only to authorized persons and preferably changed after some

time.

http://rgumy.nic.in/http://rgumy.nic.in/


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On pressing Submit button following screen is displayed.

Each of the options given can be expanded further by clicking on +symbol on the left

of each option.



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Change Password : CPA can change password by selecting this option.

CPAs for Cat-II and Cat-III Udyami Mitra have one more option i.e. Approve/Reject UM to

approve or reject Udyami Mitra applied for empanelment.

Rests of the expanded options are explained on following pages.



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Claim Processing :

On selecting Claim Processing option, all claims generated during the month for Udyami

Mitra under a CPA will be listed.



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On clicking Claim Id following screen will be displayed listing all the claim entries for

selected Claim Id.

CPA can change the status of a claim entry from Pending to Approved or Objection or

Rejection.



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However, CPA will not be forced to enter remarks if status of a claim entry is changed to

Approved or left unchanged i.e. Pending.



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After entering remarks for claim entry for which status was selected Objection or Rejection

following message will be displayed.

On selecting Yes and pressing Save button, mail will be sent to Udyami Mitra with copy to

RGUMY Cell (next page)



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Dear ITCOT CONSULTANCY AND SERVICES LIMITED,

The following is detailed information for your reference of the claim generated by you for the month of April,

2009

Claim ID Number : UMTN022000203APR09

Udyami Reg. No. Udyami Name StageAmount

(Rs.)Status Remarks

UTN10W000553 RUCKUMANI JEGANATHAN Stage1 1000.00 Objection Objection

Please note :

a. Claim entries marked as Objection, would be processed only after receiving desired information from you

b. Claim entries marked as Rejection are not being considered for claim. May please see remarks

c. Rest of the claim entries either have been approved or yet to be processed.

RegardsClaim Processing Authority

A message that Successfully Added is displayed.

Similarly CPA can go on changing status of each claim entries to Approved / Objection /

Rejection or may leave status as Pending. CPA can do so till 20 thday of the month.



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Claim Payment : Claim payment for approved claim entries can be entered from 21stday

of the month. If CPA tries to do so before 21st, message will be displayed.

On selecting Claim Payment option, all Claim IDs ready for entering payment will be

displayed. CPA can select these one by one and enter payment details.



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Here some of the details are already filled by the system (above) and rest are to be entered

by CPA (below).



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Once details are entered and saved, same can be viewed and Claim Letter can be printed

(next page).



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CPA can view entered payment details by clicking on View option.



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Claim Settlement Letter :CPA can also view and save or print the Claim Settlement Letter

by clicking on Print option.



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Claim Settlement Letter can be saved as pdf file by selecting a format and then exporting.



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Claim Settlement Letter can be printed also. On clicking right button mouse following

screen is displayed. .

Select Print option and printer installed at your location and print it.



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Claim Settlement Letter

Annexure- CL-II

Rajiv Gandhi Udyami Mitra Yojana(RGUMY)

CLAIM SETTLEMENT LETTER(To be issued on 25th of every Month)

Ref No. : 12345 Date : 29/05/2009

To,

Udyami Mitra : ITCOT CONSULTANCY AND SERVICES LIMITED

UM Code : UMTN022000203

Dear Udyami Mitra,

With reference to your claim form ( ID No. UMTN022000203APR09) for the monthApril , Year 2009 having 2 claim entries, this office is pleased to settle your claimand a cheque of Rs.1500.00/- (Rupees One Thousand Five Hundred Only)bearing No. 1234567 dated 23/05/2009 of State Bank of India is hereby being sentto you towards the handholding charges under Rajiv Gandhi Udyami Mitra Yojana.

A certified copy of the settled claim form is attached for ready reference. Pleasenote that entries marked as "Rejection" will not be included in subsequent claimforms. Please also note that for entries marked as "Objection", you are required tosubmit the desired information as communicated to you separately to enable thisoffice to reconsider them for approval in your subsequent claim forms.

Kindly acknowledge the receipt of the cheque.

Yours truly,

Designation:



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Generate Payment Voucher : Once Claim Settlement Letter is generated, Payment

voucher is also generated (next page) and printed the same way.



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Payment Voucher can be saved as pdf file by selecting a format and then exporting



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Payment Voucher can be printed also. On clicking right button mouse following screen is

displayed.

Select Print option and printer installed at your location and print it.



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Reports : Following reports can be generated by CPA.

g. Fund Status

h. Udyami Mitra Payment Report

i. Claim Id Status Report

j. Claim Id wise Status Reportk. Udyamiwise Claim Status

l. Claim Entry Status Report

Process to generate all these reports is explained on following pages.



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Fund Status :

Select year and press GO button.



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Udyami Mitra Payment Report :

Select date from which CPA wants to see the status.



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Claim Id Status Report : In case of Cat-II and Cat-III CPA following screen is displayed.

In case of Cat-I CPA District will not be displayed and CPA has to select Udyami Mitra.



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On selecting Udyami Mitra, status of payment for all Claim Ids will be displayed (next

page).



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Claim Id wise Status Report : CPA can view the status of a Claim Id.



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Udyami wise Claim Status : CPA can get status of a Claim Id at Udyami level.

In case of Cat-II and Cat-III CPA following screen is displayed.

In case of Cat-I CPA District will not be displayed and CPA has to select Udyami Mitra.



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After selecting Udyami claim status is displayed.



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Claim Entry Status Report :CPA can get Claim Entry for which status is Approved or

Objection or Rejection.

In case of Cat-II and Cat-III CPA following screen is displayed.



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In case of Cat-I CPA following screen is displayed.



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Rgumy Cpa User Manual Ver1

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