Pradhan Mantri Fasal Bima Yojana Ministry of Agriculture & Farmers Welfare

Transcription

1 Pradhan Mantri Fasal Bima Yojana Ministry of Agriculture & Farmers Welfare User : State Government

2 INTRODUCTION: Crop Insurance is an integrated IT solution and a web-based ecosystem to speed up service delivery, unify fragmented databases, achieve a single view of data, and eliminate manual processes. Crop Insurance provides insurance services to farmers faster than before. Pradhan Mantri Fasal Bima Yojana is an effective initiative taken by the Ministry of Agriculture and Farmers Welfare, Government of India. This project paves way for a farmer to get his crop insured and resolve queries and concerns with the help of the web portal. This portal allows various departments of the Government of India to disseminate information about various schemes and programs being run for the benefit of the farmers. RESPONSIBILITIES State government head is one of the prime users of the All India Crop Insurance portal. The main roles and responsibilities of State government Head are listed below. To assign, transfer and manage different users in lower hierarchy To manage users of lower hierarchy by adding/deleting/transferring candidates. To create and manage Insurance Notification To monitor user and portal related reports You can access PMFBY portal by visiting portal link: 2

3 Introduction to User Hierarchy : (State Govt Head): Hierarchy flow: State HQ > State user> District admin State head will register State User for each state. State user will register District Admin for each District State Head and State user will create and manage Notification Creation Note: Currently, the District users created will be added as PMFBY nodal, next we will give a functionality in which you may create WBCIS nodal separately at state and district level and will also have an option of transferring the PMFBY user to WBCIS. 3

4 How to Login? LOGIN AND REGISTRATION: Q. Which browser is best to access the PMFBY portal? A. The portal runs on Internet Explorer 9+, Mozilla Firefox and Google Chrome. The website is also mobile friendly and the users can access it on their mobile phones. Q. How can a user register on the portal for the first time? A. Any user can register on the portal through 3 ways 1. Self-Registration 2. User Creation 3. Login using Old User ID SELF REGISTRATION. Q. What is the process to complete self-registration on the PMFBY portal? A. The user needs to click on Register to register themselves on the portal and then enter the Official information and Personal information. The user has to verify his/her Aadhar number (automatically verified) and also verify the mobile number (OTP Verification). The registration would be approved by the upper hierarchy and the user would be notified through an SMS and a upon approval/rejection. 4

5 Q. How would a user get to know if the self-registered application is approved/rejected? A. All the self-registrations would be approved by the upper hierarchy of the user and the user is notified through an SMS and an upon approval/rejection. Q. Will the upper authorities know about my self-registered application? A. The upper authorities will also be notified through an SMS and a mail about the self-registered applications. The upper authorities can approve/reject the self-registered application from his/her User Console dashboard. Q. My self-registered application got approved. How do I login? A. The option to Sign In is provided at the top right portion of the portal. The user needs to click on Sign in option and has to enter the registered mobile number and password set at the time of self-registration. Q. Is Aadhar verification mandatory in self registration while filling the Personal Information? A. Yes. Aadhar verification is mandatory as per the guidelines of Government of India. Q. What to do if Aadhar number is not getting validated? A. If in case the Aadhar number is not getting validated, we would request the user to cross check the Aadhar number. If the Aadhar is correct and the portal doesn t validate the Aadhar, then wait for some time or reload the portal. Q. What to do if the OTP is not being generated? A. We request the user to wait for some time, click upon resend OTP and the OTP would be sent again automatically. However we are working on sending an OTP request through a call. The feature would be active shortly. In meantime, if you haven't received the message of new password, but are being registered, you can regenerate the message by going to sign in and clicking upon forgot password. 5

6 OLD USER SIGN IN. Q. What does Old User Sign in mean? A. Old User Sign in allows the users who have access to the previous crop Insurance portal to login to the new PMFBY portal using their previous password. Q. How can a user login using the Old user ID? A. The option to Sign In is provided at the top right portion of the portal. The user needs to click on Sign in option. The user should then click on Login with old user ID option provided at the bottom to login using the Old user ID. Q. What is the process of login using the Old User ID? A. The user needs to click on Sign in option provided at the top right corner. The user should then click on Login with old user ID option provided at the bottom to login using the Old user ID. The user is expected to select the Stakeholder and Category type to proceed further. The following information fields would be opened based on the Stakeholder and Category type entered. The user has to enter the old password to proceed further with the login process and enter the Official Information. Verification process for Aadhar and mobile number needs to be completed. Q. Does Old User Sign in require approval? A. No. If the user uses the Old User Sign in option, he or she would not have to be approved by any higher authorities. 6

7 Q. I do not have an official ID to enter in the personal information section. What should I do? A. The user can enter his/her personal ID in a case where official ID is not available. However the ID can be changed anytime from the profile settings of the user s account. Q. My mobile number is not getting verified. What should I do? A. Please make sure that the mobile number is entered correctly. Only one user can register using a mobile number and multiple users cannot enter the same mobile number on the portal. Q. I received an SMS about my self-registration approval. What should I do next? A. The user needs to click on Sign in option provided at the top right corner. Enter the registered mobile number and the password set at the time of registration. Enter the captcha and click Login to login to the portal. Q. I do not remember the password set during registration. What should I do? A. The user needs to click on Sign in option provided at the top right corner. The user can click Forgot Password option and enter the registered mobile number. For OTP verification, the user can select the means of receiving OTP either through an or SMS. The user can enter the OTP and click Verify. In case the user does not receive the OTP, he/she can click the Resend option. 7

8 USER CREATION. Q. Who can create a user at the PMFBY portal? A. The creation of users on the PMFBY portal is based on the hierarchy system. The user from a certain level of hierarchy can create a user from the lower hierarchy. For example, the State Government headquarter creates a State Government user and a State level user creates District level user. Q. Is Aadhar necessary while creating a user? A. No. When a user is creating a user of higher hierarchy, the Aadhar is not necessary as the user who is creating has to take the responsibility of the user being created. Q. I don t have an Aadhar. How can I access the PMFBY portal? A. If in case a user does not have an Aadhar card, he/she can ask the user at the upper hierarchy level to create a user. Aadhar is not necessary in User creation whereas it is necessary in case of Self registration. The same is required to be done in states such as Meghalaya, Assam and Jammu & Kashmir, in absence of aadhar card of users, you may ask upper hierarchies to register you. Q. What is the process of State and District level User Creation? A. If a user wishes to create a user of lower hierarchy, he/she can access the user console after logging into the portal. There is an option in the User Console Create User which allows the user to create a user. By filling the required information such as General and Personal Information, the user can be created. The user who is created will be notified through an SMS and and the credentials required to login would also be mentioned in the same.

9 Q. If a user is created, how would he/she know the password to login? A. The user who is created will be notified through an SMS and and the credentials required to login would also be mentioned in the same. The user can however change the password set by accessing the profile settings after logging in. Q. I have created a State Govt user and the user has not received any SMS. What should I do? A. Due to poor telecom services, the message does not get delivered sometimes. In this case, we would request the user created to sign in using the registered mobile number and click the Forgot password option. A new password can be set after an OTP verification on the registered mobile number. We are also working on a system that can send OTP through a phone call on request by the user. The feature would be available soon. Q. I am trying to create a State Govt User and the portal shows an error User already exists. What should I do? A. The portal does not allow single mobile number for multiple accounts. In case of creating user, this error occurs as there is a high probability that the user might have registered himself/herself already. We would request the user facing the error to check the Pending Applications tab in the User console. If the user you wish to create has already self registered himself/herself, you can directly approve it from the User Console.

10 How to Sign In Step by Step Step - 1 You will notice at the top right side of the landing page. If you are an old user, click on Sign In to access the portal. 10

11 Step - 2 Enter your Login ID Enter your Password Click Forgot Password If you forgot your password Click Refresh Button to get new captcha Enter the Login ID and Password to login to the portal. Click Forgot password if you forgot your password. It is mandatory to enter the captcha before logging in. 11

12 How to Register as a Old User Step by Step Step - 1 You will notice Register at the top right side of the landing page. If you are an old user, click on Register to access the portal. 12

13 Step - 2 Click here if you are an old user. Click on Login With old User ID if you are an old user and wish to login to the portal. 13

14 Step - 3 Fill the required details and click Proceed to continue. Select User type, User Category, Bank, State, District, and Branch and enter your password. Click Proceed to continue. 14

15 Step - 4A Click here to fill official information State Head The user is expected to enter the Stakeholder type and User Category. On entering these details, further columns of the form are displayed. 15

16 Step - 4B Click here to fill official information State user The user is expected to enter the Stakeholder type and User Category. On entering these details, further columns of the form are displayed. 16

17 Step - 5 Click to cancel Click to proceed After entering the Official information, the user is expected to enter the Personal information. The Aadhar number is mandatory and is verified automatically whereas the mobile number is verified through an OTP verification. 17

18 Click Agree to proceed further Read the Agreement and Policy section and click on Proceed to continue. 18

19 Click Start to comp your profile lete 19

20 How to fill Personal Details Step by Step Step - 1 State Govt. User Category State HQ The user will see a profile as shown in the picture. The user is expected to fill all the details to complete the profile. 20

21 Step - 2 Click he profile p re to change icture Click here to verify your phone number Click the pencil icons shown in the figure to change your profile picture. To verify your mobile number, enter your mobile number and click on Verify 21

22 Step - 3 Click here to OTP via call request Click if you wish Resend to gain receive OTP a Click after enter- Verify ing the OTP The user is expected to enter the One Time Password sent to the registered mobile number to complete the mobile number verification. 22

23 Step - 4 State Govt. User Category State HQ Turn ON notifications here Turn ON SMS notifications here Choose notification preference here In the System Settings, the user can set preference to receive and SMS notifications. 23

24 Step - 5 State Govt. User Category State HQ Click Submit to confirm your new password Click here to change your password Click here if you forgot your password The user is expected to click Change password to change his/her password. The user can enter the old pass-word and new password. After confirming the new password, the user can click on Submit. The user is expected to click on Forgot Password if he/she forgets the password. 24

25 Step - 6 State Govt. User Category State HQ State Govt. User Category State HQ Click Skip to skip profile completion Click Next to proceed further The user can proceed to the next step by clicking Next or fill the details by clicking Skip 25

26 How to See Tutorials Click here to finish the tutorial and proceed further The user can watch the Tutorial here which displays the functionalities of different modules of the PMFBY portal 26

27 How to Create A User Step by Step Step - 1 Click here to access User Console The user is expected to click User Console as shown in the figure to create/manage users. 27

28 Step - 2 Click here to Submit details Click here if you forgot Your Password The user is expected to enter the password to complete the Verification Check. Click Submit after entering the password. If the user forgets the password, he/she can click Forgot Password? 28

29 Step - 3 Enter the Stakeholder here Enter the Insurance Company Name here Enter the Category here To create a User, the user is expected to enter official information as shown in the figure which is followed by Personal information 29

30 Step - 4 Click here to discard entries Click here to proceed further The user is expected to enter personal information like Name, Mobile no, and Office Landline number. 30

31 Step - 2 Click here to edit user details Click here to assign job to user Click here to transfer a user In order to manage a user, the user has to tick the checkbox and select the required action. The user can approve or reject a users application, transfer a user, and also assign jobs to a user. 31

32 Step - 3 Click here to activate a user Click here to deactivate a user Click here to view user details After clicking Manage User, the user is expected to tick the checkbox left to the user name to manage a user. 32

33 Step - 4 Click here to view all users Click here to view Active users The user can search all users, active users and deactivated users by applying filters. Click here to view deactivated users 33

34 Step - 5 Click here to edit user details The user is expected to edit user details by clicking Edit as shown in figure. The user can change Mobile number and ID. 34

35 Step - 6 Click here to verify mobile number Enter new ID here The user is expected to enter new ID and verify the new mobile number by clicking Verify as shown in figure. 35

36 Step - 7 Click here to assign job The user can assign a job to any user by selecting the user and by clicking Assign Job as shown above. 36

37 Step - 8 Select User Category here Select state here To assign job to a candidate, the user is expected to fill User Category, State, District, IFSC, Bank name and Branch Address. The user can click on Submit to submit the details and Close to cancel. 37

38 How to Transfer A User Step by Step Step - 1 Click here to transfer user When a user clicks Transfer, he/she is moved to the Transfer User tab. The user can transfer candidates by clicking on Transfer next to the user name. 38

39 Step - 2 Click here to confirm transfer The user has to transfer all the authorities of the transferred candidate to another candidate to complete the process. 39

40 Step - 3 Select User to transfer authorities The user can select a candidate to whom the authorities will be transferred, from the list as shown in the figure. 40

41 How to See Pending Approvals Step by Step Step - 1 Click here to approve pending applications The user is expected to click Pending Approvals to view applications pending for approval. Click the check-box left to the user name to select a user and take necessary action. 41

42 Step - 2 Click here to edit details Click here to approve application Click here to reject application Click here to view application The user is expected to select the action by clicking on the respective options as shown in the figure. 42

43 How to See Reports Step by Step Step - 1 Click here to see Reports The user can check the reports of users from lower hierarchy and track their performance from time to time. 43

44 Step - 2 Branch Wise Report Click here to Generate report Click here to select Date Click here to select Date By using specific filters present on the platform, the user can monitor the performance of different users from the lower hierarchy. 44

45 Step - 3 District Wise Report Click here to Generate report Click here to select Date Click here to select Date By using specific filters present on the platform, the user can monitor the performance of different users from the lower hierarchy. 45

46 How to Create Notification Step Step - 1 Step by Click here to see Notifications The Notification can be created and managed by the user under the Notification tab 46

47 Step - 2 Click here to access New Notifications The user can create Notification, view objected Notification and approved Notifications from the Notifications tab. 47

48 Step - 3 Select scheme here Click on next button to proceed To create a new Notification, the user must primarily select the State Season Scheme Year ID by selecting from the list of SSSY IDs 48

49 Step - 4 Click here to Select IU for crops User can export in Pdf here User can review the total crops here (Selected/All) The first step in the Notification creation is to select the IU for different crops. The user would be selecting the crops that need to be notified under different Insurance units. For example if the user wishes to notify Rice under a District, he/she would tick the checkbox next to Rice under the District option. The user can also search for different crops and Insurance units using the Search bar. 49

50 Step - 5 Here, user can review the selected District/Tehsil/ILR/Patwar/Village Here, user can find the selected crops User can review the total crops here (Selected/All) After selecting the crops against different Insurance units, the user can use different filters to find crops and can also clear selections. For example, if the user wants to notify Rice at ILR level as shown in the figure. The user can tick the checkbox next to Rice under ILR. 50

51 Step - 6 User can review the total crops here (Selected/All) User can clear all selection if required If the user wishes to clear the selections, he/she can click on Clear all selection and start selecting new crops against different IU units. 51

52 Step - 7 User can go to previous page by clicking on previous icon User can go to next page by clicking here After selecting crops at different IU units, the user can click Next to save the entries and move forward to the next step. In order to make changes, the user can click Previous to navigate to the previous page and can make the respective changes. 52

53 Step - 1 User can find the premium details User can go to previous page by clicking on previous icon User can go to next page by clicking here After selecting the IU for crops, the next step can be either filling the premium details or Insurance Unit Mapping. The user can select the next step as per convenience. 53

54 Step - 2 User can find the list of selected district here User can review the details- Insurance company, crops and premium details User can add more crops here if required To add premium details, the user must first select the district from the list of districts. After selecting the district, the user must enter the information such as the name of the Insurance company, Crop, and Acturial rate. The Farmer share, State Govt. share and Central Govt. share will be displayed automatically. The user is expected to enter Sum Insured, select Indemnity level and Cutoff date. The added inputs can be seen at the bottom of the page. 54

55 Step - 3 Click here to save details The user can repeat the same process as shown in the previous slide for different districts by adding new crops. All the added inputs will be displayed at the bottom of the page as shown in the figure. The user is expected to click Save to continue. 55

56 Step - 1 Click here for IU mapping User can go to previous page by clicking on previous icon User can go to next page by clicking here The next step is Insurance Unit mapping, where the user will be mapping different Insurance units with different crops. 56

57 Step - 2 Click here to select Insurance Unit Click here to select crops Click here to save details and proceed further There are two steps in Insurance unit mapping. Selecting the Crop IU and then Mapping. The user is expected to select the Insurance unit first. For example, if the user selects District as the Insurance unit, he/she has to select the crops that need to be notified at the District level. The same has to be done for all Insurance units. 57

58 Step - 3 Click here to select the districts User can clear the details, if required In the mapping section, the user has to select the crops against different selected Insurance units. For example, if the user selects District as Insurance unit, he/she needs to notify crops at different Districts. If the user selects Village as the Insurance Unit, the user is expected to select all the crops that would be notified at various villages. The selections can be cleared by clicking Clear Selection 58

59 Step - 4 Click here to save details and proceed further Once all the selections are made and finalized, the user is expected to click Save and move forward 59

60 Step - 6 Click here to select crops If the user needs to select the crops that need to be notified at different Insurance unit levels, he/she can click on the IU level name. For example, if the user clicks on the name of the District, he/she can access the Tehsils under the District. Clicking on the name of the Tehsil would display the different ILRs under the Tehsil. The user can select different crops that need to be notified at different IU units. 60

61 Step - 7 Click here to save details and proceed further After selecting the crops that need to be notified at different IU levels, the user can click on Save to proceed further. 61

62 Step - 1 Click here to access "Objected Notification Once the Notification is verified and submitted to the Insurance company, the Insurance company has the right to raise an objection on the submitted Notification. All these Objected Notifications can be seen In the Objected Notifications tab. 62

63 Step - 2 Click here to see IU Mapping If the Insurance company objects a policy due to improper mapping of Insurance units, the objected changes can be viewed by the user by clicking the Insurance Unit mapping tab. The user can see the objected changes for notified crops at different IU levels. 63

64 Step - 3 Click here to select/verify districts Click here to submit the details The objected changes can be seen by the user and the user can also verify these objections by clicking Verify as shown in the figure. The user is expected to click Submit on successful verification of the objections. 64

65 Step - 4 Click here to Reject Click here to approve The user is expected to click Approve to approve the objected changes and Reject to reject the objected changes. The user would be able to see the updated details of the notification beneath the previous details of the notification. 65

66 Step - 1 Click here to see Premium details If the Insurance company objects a policy due to improper Premium Details, the objected changes can be viewed by the user by clicking the Premium Details tab. The user can see the objected changes in the Premium Details. 66

67 Step - 2 Click here to review premium details The user can review and verify the objected changes made by the Insurance company user and take suitable action on the objected changes. 67

68 Step - 3 Click here to reject Click here to approve The user is expected to click Approve to approve the objected changes and Reject to reject the objected changes. The user would be able to see the updated details of the notification beneath the previous details of the notification. 68

69 Step - 1 Click here to access Approved Notification The Notifications that are approved fall into the Approved Notifications tab. 69

70 Step - 2 Click here to view selection The View Selection tab enables the user to view all the crops selected to be notified at different IU levels. 70

71 Step - 3 Click here to select Insurance unit Click here to search district Click here to search Tehsil The user is expected to click different Insurance Unit levels to view the crops notified at that particular IU level. The user can also search for a specific Insurance Unit by using the search bar. 71

72 Step - 4 Click here to submit the details All the selected crops which are notified are displayed with a tick next to different Insurance unit regions. For example, in the given figure Sugarcane is notified in Amber district and Millets is notified in Bassi region. 72

73 Step - 6 Click here to find premium details The user can also view the Premium details by clicking the Premium Details tab under View Selection. 73

74 Step - 7 Click here to submit the details Once the user has reviewed and verified al the selections, the user is expected to Submit the details to the Insurance company which would be responsible for raising an objection in the notification or approving the notification. 74

75 For Further Queries Please visit and share your portal related queries with us through the helpline numbers and the support ID.