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Agenda Today

Implementation of Management Information System (MIS) including Financial Management System (FMS) in ICAR ( NAIP Funded Project ) User Acceptance Testing – Projects MIS. 2. ICAR Kickoff | Feb ‘12. Agenda Today. Projects Solution Overview Status Report Creation & Approval RPPI Creation

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Agenda Today

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  1. Implementation of Management Information System (MIS) including Financial Management System (FMS) in ICAR (NAIP Funded Project) User Acceptance Testing – Projects MIS

  2. 2 ICAR Kickoff| Feb ‘12 Agenda Today • Projects Solution Overview • Status Report Creation & Approval • RPPI Creation • Enter Project Items • Capturing Work-plan Activities & Details • Enter Budget and Project Item Details • RPPI Checklist • RPPI Approval & PME Cell Appraisal • RPPII Creation • RPPII Approval and Rating/Evaluation • RPPIII Creation • RPPIII Approval and Rating/Evaluation • RPPIV Creation and Approval • Reports

  3. ICAR Projects Solution Overview (Oracle Framework) As per the latest guidelines issued by ICAR in 2012, the old RPF Formats have been replaced by new RPP Performa's, along with new appraisal and evaluation documents. This solution is based on the latest guidelines.

  4. ICAR Projects Solution Overview • Creation of Status Report • Capturing Particulars like Project Title, Team Information, Project Items etc. • System Supported Status Report Approval Process Status Report 1 • Creation of RPPI • Capturing RPPI Project Items, Team Member Contribution • Project Activity and Objective Details • Budgetary Information along with project wise equipment list • RPPI Checklist and Project Appraisal by PME Cell • System Supported RPPI Approval Process RPP-I 2 • Creation of RPPII • Capturing RPPII Project Items • Capturing Project Progress through various integrated transactions • Project and Team Rating by PI • Project Rating by HoD and JD(R)/Director RPP-II 3 • Creation of RPPIII • Capturing RPPIII particulars and capturing RPPIII Checklist • Team and Final Project Evaluation by PI • Final Project Evaluation by Evaluation Committee • Project Rating by JD(R)/Director • System Supported RPPIII Approval Process • Creation of RPPIV • RPPIV Project Items • System Supported RPPIV Approval Process RPP-III & RPP-IV 4

  5. Projects – Solution Flow in System Status Report • RPPI Checklist • PME Cell Appraisal • RPPI Checklist • PME Cell Appraisal RPP-I • Team Rating by PI • Project Rating by PI Rating by HoD • Rating by Director • Team Rating by PI • Project Rating by PI Rating by HoD • Rating by Director RPP-II • RPPIII Checklist • Team Rating by PI • Project Evaluation by PI • Project Evaluation by Eval. Com. • Rating by Director RPP-III RPP-IV

  6. Status Report Creation and Approval Create new Status Report from Template Enter Project Header details like Division, Project Title etc. Enter Project Items Enter Team Member Information Submit Status Report for Review and Approval Approved SR Approved

  7. 1. Logging into Oracle Application

  8. 1. Logging into Oracle Application These are the notifications for the user These are the various forms which would be used in Projects MIS These are the responsibilities for the user

  9. 2.1 New Status Report Creation

  10. 2.1 New Status Report Creation For new Status Report Creation, click here

  11. 2.1 New Status Report Creation

  12. 2.1 New Status Report Creation

  13. 2.1 New Status Report Creation

  14. 2.1 New Status Report Creation

  15. Document Numbering Logic • The document numbering would be automatic and numeric; and would be generated from the system. • For example, if the Document Number is 55210130017: • The first three digits represent the institute. Here 552 is for IASRI. • The fourth digit represents the document type. 0 is for SR, 1 for RPPI, 2 for RPPII, 3 for RPPIII and 4 for RPPIV • The fifth digit represents the document sub-type. For RPPI, 0 is for institute funded, 1 is for Amendment etc. • The sixth and seventh digit represent the year in which the document was created. So 13 means it was created during the period April 2012-March 2013. • The last four digits are a running sequence and start with the number 0001. So here this is the 17th Institute Funded RPPI created in the period April 2012-March 2013 in IASRI.

  16. 2.2 Status Report Completion – Project Header

  17. 2.2 Status Report Completion – Team Info.

  18. 2.2 Status Report Completion – Project Items

  19. 2.2 Status Report Completion – External Member Info.

  20. 2.3 Team Member Approval

  21. 2.3 Team Member Approval save the communication ONLY after filling all the data

  22. 2.3 Team Member Approval Co-PI Login Co-PI would review the report and click here to grant his/her approval

  23. 2.3 Status Report Approval Click here to start approval process

  24. HoD Login 2.3 Status Report Approval Notification for Approval

  25. HoD Login 2.3 Status Report Approval Approve Reject HoD can click on “View Project Form” link to Open the Project Details Form for that particular document. Overall Comments

  26. Projects – Solution Flow in System Status Report • RPPI Checklist • PME Cell Appraisal RPP-I • Team Rating by PI • Project Rating by PI Rating by HoD • Rating by Director RPP-II • RPPIII Checklist • Team Rating by PI • Project Evaluation by PI • Project Evaluation by Eval. Com. • Rating by Director RPP-III RPP-IV

  27. RPPI Creation and Approval RPP-I Approved Approved PME Appraisal Report Send RPP-I for Review SR Approved RPP-I Format Create RPP-I • RPP-I Items • Team Information (Time Spent and Work Components assigned) • Project Budget • Workplan/Project Activity details • Project Item Details • RPPI Checklist

  28. 3.1 RPPI Creation

  29. 3.1 RPPI Creation

  30. 3.1 RPPI Creation

  31. 3.2 RPPI Completion – Project Header

  32. 3.2 RPPI Completion – Project Items

  33. 3.2 RPPI Completion – Individual time spent and work components

  34. 3.2 RPPI Completion – Creation of Project Click on Project Code. A pop would be displayed as shown below. Then click on OK to create project

  35. 3.2 RPPI Completion – Creation of Project Click on Project field. Project would automatically get attached to the document

  36. RPPI Creation and Approval RPP-I Approved Approved PME Appraisal Report Send RPP-I for Review SR Approved RPP-I Format Create RPP-I • RPP-I Items • Team Information (Time Spent and Work Components assigned) • Workplan/Project Activity details • Project Budget • Project Item Details • RPPI Checklist

  37. 3.2 RPPI Completion – Enter Workplan Information

  38. 3.2 RPPI Completion – Enter Workplan Information Click on the project

  39. 3.2 RPPI Completion – Enter Workplan Information Click here to create objectives and activities

  40. Guidelines for Creating Objectives and Activities Year 1 Objective 1 Activity 1 Activity 2 Activity 3 Objective 2 Activity 1 Activity 2 Year 2 Outline Level 1 Outline Level 2 Outline Level 3

  41. 3.21 RPPI Completion – Create Objectives and Activities for an year

  42. 3.22 RPPI Completion – Enter Output Monitorable Targets

  43. 3.22 RPPI Completion – Associate OMT with Activity

  44. 3.23 RPPI Completion – Copy Information for other years

  45. 3.23 RPPI Completion – Publish Workplan

  46. RPPI Creation and Approval RPP-I Approved Approved PME Appraisal Report Send RPP-I for Review SR Approved RPP-I Format Create RPP-I • RPP-I Items • Team Information (Time Spent and Work Components assigned) • Workplan/Project Activity details • Project Budget • Project Item Details • RPPI Checklist

  47. 3.3 RPPI Completion – Enter Budgetary Information Click here

  48. 3.3 RPPI Completion – Enter Budgetary Information

  49. 3.3 RPPI Completion – Enter Budgetary Information Click on budget lines

  50. 3.3 RPPI Completion – Enter Budgetary Information

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