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Tell us… Your name Your department or area of work

Tell us… Your name Your department or area of work Number of years you have completed with India Post Two or three core job-related tasks that you perform everyday Tools and applications that you use to perform your job-related tasks Your expectations from this course. Prerequisites.

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Tell us… Your name Your department or area of work

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  1. Tell us… • Your name • Your department or area of work • Number of years you have completed with India Post • Two or three core job-related tasks that you perform everyday • Tools and applications that you use to perform your job-related tasks • Your expectations from this course

  2. Prerequisites Learners should be familiar with: • Basic concepts and terminology associated with Life Insurance • Basic knowledge of working with computers • Basic knowledge of navigating through application interfaces

  3. This module is designed to support India Post users in handling and maintaining backend System Administration functions. After completing this course, you will be able to: • Identify the various System Administration tasks. • Log in to the Policy Servicing Work Desk (PSWD) application. • Discuss and perform various System Administration tasks.

  4. Lesson 1 INTRODUCTION TO System Administration

  5. Introduction to System Administration This lessons introduces the various System Administration tasks that a System Administrator performs to manage the Policy Servicing Work Desk (PSWD) application. After completing this lesson, you will be able to: • Discuss the roles and responsibilities of a System Administrator. • Discuss the various System Administration tasks. • Discuss the scope of this training. • List the icons used in the modules.

  6. Introduction to System Administration • Discuss the responsibilities of System Administrators in administering and managing the application. • Discuss the various tasks included in the System Administration activity. Duration: 15 minutes

  7. Introduction to System Administration System Administration Tasks Maintain Users and User Groups Maintain Queues Access Batch Reports Manage and Monitor Batches

  8. Training Scope The System Administration training will be covered through the following training aids: • Introduction to System Administration Operating Manual Deck Job-Aid • Process Flows • Process Steps • Icons • Acronyms • Process Flows • Process Steps • Screenshots • Screen Elements • Glossary • Process Flows • Demonstrations • Practice Activities • Group Discussions • Role Plays • Knowledge Checks

  9. Introduction to System Administration Icons Used in the Training Material

  10. Introduction to System Administration You have reached the end of the lesson. You should now be able to: • Discuss the roles and responsibilities of a System Administrator. • Discuss the various System Administration tasks. • Discuss the scope of this training. • List the icons used in the modules.

  11. Lesson 2 Introduction to the Application

  12. Introduction to the Application This lesson will provide information on how to log in to the PSWD application and will explain the screen elements that users will use frequently. After completing this lesson, you should be able to: • Log in to the PSWD application. • Explain the features of the Dashboard. • Explain the features of the System Admin screen. • Describe the screen elements of the application.

  13. Introduction to the Application Logging In to the Application User Name Password Login

  14. Introduction to the Application The Dashboard As you log in to the application, the first screen that is displayed is the Dashboard. The System Administrators must click the System Admin icon on the Dashboard to display the System Admin screen.

  15. Introduction to the Application Demonstration: Access the Inbox Screen Use the application to do the following actions: • Accessing the Inbox screen • Reserving a request in the Inbox screen

  16. Introduction to the Application The System Administration Screen The System Admin screen allows the System Administrators to perform various tasks for administering and configuring the application.

  17. Introduction to the Application Common User Interface Elements The user interface elements allow users to enter data, select values and view links.

  18. Introduction to the Application Screenshot of Some Screen Elements Common Screen Elements

  19. Introduction to the Application Demonstration: Interface Elements Use the application to do the following actions: • Viewing the screen elements • Viewing the editable and non-editable fields

  20. Introduction to the application You have reached the end of the lesson. You should now be able to: • Log in to the application. • Explain the features of the Dashboard. • Explain the features of the System Admin screen. • Describe the screen elements of the application.

  21. lesson 3 Group and User Maintenance

  22. Group and User Maintenance As part of the System Administration activity, the System Administrator will need to add, delete and update users as well as Groups in the application. After completing this lesson, you should be able to: • Add a Group and a user. • Delete a Group and a user. • Update Group and user details.

  23. Managing Groups and Users The System Administrators have the access rights to perform the following tasks to add and manage the Groups and users. • Group and User Maintenance Add a Group and a User Delete a Group and a User Update a Group and User

  24. Group and User Maintenance Demonstration: Adding a Group Use the application to do the following actions: • Entering Group name • Selecting screens for which you want to give access permissions to the Group

  25. Adding a User To add a new user, System Administrators must perform the following tasks: • Group and User Maintenance Add General Information for the User Assign the User to a Group (s) Assign a Queue to the User

  26. Group and User Maintenance Demonstration: Add a User Use the application to do the following actions: • Adding general information for the user • Assign the user to a Group • Assign a Queue to the user

  27. Group and User Maintenance Practice Activity: Add a User Add a user to a Group using the following information: • Group Name: System Administrators • User name: XYZ • Effective Date: 11/08/2013 • Queue Name: Data Entry

  28. Deleting a Group and a User • Group and User Maintenance When deleting a user or a Group, first select the user or the Group from Master List. A Master List of users and Groups is maintained in the system. The selected user or Group details will be visible in the screen only after this. If a user or a Group is deleted, it will be deleted from the Master List.

  29. Group and User Maintenance Demonstration: Delete a Group Use the application to do the following actions: • Selecting the Group for deletion from the Group List • Deleting the Group

  30. Group and User Maintenance Practice Activity: Delete a User Delete a user using the following information: • Group Name: PSWD • User Name: Training Data Entry

  31. Updating User and Group Details • Group and User Maintenance When updating a user or a Group, first select the user or the Group from Master List. A Master List of users and Groups is maintained in the system. The selected user or Group details will be visible in the screen only after this.

  32. Group and User Maintenance Demonstration: Update a Group Use the application to do the following actions: • Selecting the required Group for updation from the Group List • Adding the screens for which you want to give access permissions to the Group • Updating the Group

  33. Group and User Maintenance Practice Activity: Update a User A user was by mistake added to been added to the Data Entry Queue Update a user details using the following information: • Group Name: Quality Checker • User name: XYZ • Effective Date: 11/08/2013 • Queue Name: Data Entry

  34. Group and User Maintenance You have reached the end of the lesson. You should now be able to: • Add a Group and a user. • Delete a Group and a user. • Update Group and user details.

  35. Lesson 4 Queue Maintenance

  36. Queue Maintenance As part of the User Maintenance activity, System Administrators have the access rights to update the Queue owners for a Group. After completing this lesson, you should be able to: • Update the Queue owners for a Group.

  37. Managing Queues Any request follows a sequential flow through pre-defined Queues. Various Queues available are: • Queue Maintenance Data Entry Quality Checker Approver Cashier Claim

  38. Queue Maintenance Demonstration: Update Queue Owners Use the application to do the following actions: • Selecting a Queue from the Queue List • Removing the users from the Queue

  39. Queue Maintenance Practice Activity: Update Queue Owners Perform the following task using the application: • Add two users to the Quality Checker Queue

  40. Queue Maintenance You have reached the end of the lesson. You should now be able to: • Update the Queue owners for a Group.

  41. Lesson 5 Accessing Batch reports

  42. Accessing Batch Reports As part of the System Administration activity, the System Administrator will need to access the Batch reports. After completing this lesson, you should be able to: • Access the reports repository. • View a Batch report.

  43. Batch Reports There are some Batch Reports that are saved and stored in a particular repository. The System Administrators can view and access the required reports from the repository. These are not real time but are already stored. • Accessing Batch Reports Batch Reports are periodic reports that are generated automatically when the scheduled Batch runs. Once the System Administrator sets the required report in the Batch, the report will be automatically generated on the scheduled time.

  44. Accessing Batch Reports Demonstration: Access Batch Reports Use the application to do the following actions: • Accessing the report repository • Viewing the required Batch report

  45. Accessing Batch Reports Practice Activity: Access Batch Reports • Access the Detailed Policy Conversion report from the repository

  46. Accessing Batch Reports You have reached the end of the lesson. You should now be able to: • Access the reports repository. • View a Batch report.

  47. What are the steps for logging into the PSWD application? • How can you select a Group that you want to delete? • What tasks can be performed using the Batch Setup window? • Access to Reports is not specific to the System Administrators. Any user can access these Reports based on the access permissions configured for the user. Is this statement True or False?

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