User Manual for Request for Proposal PMKVY

Transcription

1 User Manual for Request for Proposal PMKVY (Pradhan Mantri Kaushal Vikas Yojana) Powered by Hard Shell Technologies (P) Ltd. 1

2 Table of Contents 1. Home Page Dashboard Training Partner Registration New Registration Existing Registration Login Management Login Page Forgot Password Change Password Documents Downloads Reference Docs TP Registration Details TP Registration Details Organization Profile Organization Details Proposal Management Project Proposal

3 1. HOME PAGE 1.1. DASHBOARD 1. Open application link in web browser & click login button. User will redirect to login page. 3

4 Home User can view the count of Training Partner, Proposals, Projects, Centre. Login Enter Username & password field with valid credentials & click Login button to get successfully login into the Application. Training Partner Registration. There are Two Option in Registration Details. New Registration Existing registration Reference Docs. User Can view the User Manual for PMKVY Application 4

5 2. TRAINING PARTNER REGISTRATION 2.1. NEW REGISTRATION 1. User must Click on New Registration to provide the detail of new Training Partner. 2. On clicking New Registration user will redirect to New Registration page as shown below: 5

6 3. User must fill all the sections in this tab (Organisation Details) i.e. Basic Information, Head Office Address, Organisation Registration Details, Let s start one by one: a. Basic Information: Enter/select all the details as mentioned & shown below & click save & Continue button. 6

7 I. Enter/Select valid values in all the mandatory fields marked with *. II. Select Act dropdown value. III. Check the checks boxes. b. Head Office Address: Head Office Address Details to open section. Enter/ Select all the appropriate fields in Correspondence / Current Head Office Address section as shown & mentioned below: I. Select Address Category Urban/Rural. Based on address category Head Office address fields will be populated. II. Enter/Select valid values in all the mandatory fields marked with * in current address section. III. Enter/Select valid values in other fields in current address section. 7

8 c. Organization Registration Details: Enter/select all the details as mentioned & shown below & click save & Continue button. I. Enter/Select valid values in all the mandatory fields marked with *. II. Upload the all mandatory document. III. Click on save & Continue button. 4. On clicking Save & Continue button a confirmation pop-up will display. Click Yes button to confirm the submission otherwise user can click No button to close the confirmation pop-up. On clicking Yes button an acknowledgement pop-will display. Click YES button. 8

9 5. User has to fill all the sections in this tab (Directors/Members/Trustees) i.e. Details of officer director/trustees/member etc., Authorized Person Details, Head of the Organization, Let s start one by one: a. Details of officer director/trustees/member etc: Enter/select all the details as mentioned & shown below & click save & Continue button. I. Enter/Select valid values in all the mandatory fields marked with *. II. Click on add button to add the Details of officer director. III. Click on delete icon to delete the added record. b. Authorized Person Details: Enter/select all the details as mentioned & shown below & click save as draft button. I. Enter/Select valid values in all the mandatory fields marked with *. II. Upload all the mandatory documents. III. Click on view icon to view the uploaded document. IV. Click on delete icon to delete the added record. 9

10 c. Head of the Organisation: Enter/select all the details as mentioned & shown below & click save as draft button. I. Select Yes radio button to all the details auto populated. II. Select No radio button then all the mandatory fields should be entering and select. III. Enter/Select valid values in all the mandatory fields marked with *. IV. Upload all the mandatory documents. V. Click on view icon to view the uploaded document. VI. Click on delete icon to delete the added record. VII. Click on Save & Continue button. 6. On clicking Save & Continue button a confirmation pop-up will display. 7. Click Yes button to confirm the submission otherwise user can click No button to close the confirmation pop-up. 8. On clicking Yes button an acknowledgement pop-will display. Click YES button. 10

11 9. User has to fill all the sections in this tab (Declaration Cum Undertaking) i.e. Declaration, Undertaking, Let s start one by one: a. Declaration: Enter/select all the details as mentioned & shown below & click Submit and Fee Payment button. I. Select dropdown value Yes, then remarks are mandatory. II. Select dropdown value No, then remarks are not mandatory. b. Undertaking: Enter/select all the details as mentioned & shown below & click Submit and Fee Payment button. 11

12 I. Upload the document. II. Enter the place of submission. III. Click on Submit button. 10. Click on submit button message is displaying Registration has been submitted successfully. 12

13 2.2. EXISTING REGISTRATION 1. User must Click on Existing Registration to provide the detail of Existing Training Partner. 2. On clicking Existing Registration user will redirect to Existing Registration page as shown below: I. Enter Temp No. II. Enter Registration Number. III. Enter PAN. IV. Click on Existing Applicant Organization login button. 13

14 14

15 3. LOGIN MANAGEMENT 3.1. LOGIN PAGE 1. Open application link in web browser & click login button. User will redirect to login page. 2. Enter Username & password field with valid credentials & click Login button. 3. On clicking login button user will redirect to index page/ dashboard. 15

16 3.2. FORGOT PASSWORD 1. Open application link in web browser & click login button. User will redirect to login page. 2. Click Forgot Password link on the login page. 3. On clicking forgot password link user will redirect to forgot password page. 4. Enter valid User Name in the Login Id field & click submit button as shown below. 5. On clicking submit button an for reset the password will send to the respective user id. 16

17 3.3. CHANGE PASSWORD 1. Login to application with valid credentials. 2. Select change password option as shown below. 3. On clicking change password option user will redirect to change password page. 4. Enter Old Password, New password & Confirm new password page & click submit button as shown below 17

18 5. A confirmation message will display as shown below. 6. On clicking ok button user will redirect to application home page. 18

19 4. DOCUMENTS DOWNLOADS 4.1. REFERENCE DOCS 1. Login to application with valid credential. 2. After Login user will redirect to index page or home page. 3. Select path Document Downloads > Reference Docs as shown below: 4. Click on download button to download User Manual of PMKVY in English 19

20 5. TP REGISTRATION DETAILS 5.1. TP REGISTRATION DETAILS 1. Login to application with valid credential. 2. After Login user will redirect to index page or home page. 3. Select path TP Registration Details > TP Registration Details as shown below: 4. On clicking TP Registration Details user will redirect to Training Partner Information List page as shown below 20

21 5. User Can view and edit the record of TP registration details. 6. View the details of Head office Address. 21

22 7. User can view the details of Organizations Registration details. 8. View and edit the details of Authorized person details 22

23 9. View the details of Head of the organization details. 10. View the Declaration details. 23

24 11. Click on Download Declaration button tho download the pdf file. 24

25 6. ORGANIZATION PROFILE 6.1. ORGANIZATION DETAILS 1. Login to application with valid credential. 2. After Login user will redirect to index page or home page. 3. Select path Organization Profile > Organization Profile as shown below: 4. On clicking Organization Profile user will redirect to Organization Profile page as shown below: 25

26 5. On clicking on ok Button user will redirect to Organization Profile page as shown below: 6. On clicking NSDC Association Tab as shown below: 7. Click on validate button then message is idpsplayig OTP deatil has been sent to TP SPOC id. 26

27 8. Click on Ok button, then enter the OTP and click on enter button the message is displaying OTP verified. I. Upload all the mandatory documents II. Select all mandatory fields. III. Click on save as draft button to save the records. 9. On clicking Organization Other Details Tab (Organization related Questionnaires will be displayed) as shown below: 27

28 10. On clicking Financial Details Tab (Year wise financial detail form will be displayed) as shown below: 11. On clicking Previous Skilling Experience Tab (Skilling experience form will be displayed) as shown below: 12. On clicking on Add new project button. 28

29 29

30 13. On clicking Previous Skilling Experience Tab (Skilling experience form will be displayed) as shown below: 14. Click on Submit button to submit the organisation details. 30

31 7. PROPOSAL MANAGEMENT 7.1. PROJECT PROPOSAL Existing Center other than PMKVY/PMKK 1. Login to application with valid credential. 2. After Login user will redirect to index page or home page. 3. Select path Proposal Management> Project Proposal as shown below: 4. On clicking Project Proposal user will redirect to Project Application Form as shown below: 31

32 5. On clicking Ok Button user will redirect to Project Application Form as shown below: 6. On clicking Apply for Project user will redirect to Project Application Form as shown below: 32

33 7. User must fill all the sections i.e. General, Targets, Declaration Let s start one by one: a. General: View all the details as mentioned & shown below & click save and Proceed button b. Target: Clicking on Target tab to open Target detail form. Now enter/ select all the appropriate fields within a section as shown & mentioned below: 33

34 I. There are two option in Training Center Type. Existing Center other than PMKK/PMKVY. Proposed Center. I. After click on Validate button Pop up form is displaying. II. Click on Ok button then enter The OTP and click on Enter button. III. Message is displaying OTP Verified. I. Click on Add button to add the Proposed trade wise targets details. II. Enter the placement proposed records. III. Click on Save & Proceed button. IV. Click on close button to close the form and form should be redirect on dashboard. V. Click on Previous button to view the previous tab data. 34

35 c. Declaration: User must fill declaration form I. Enter the place of submission. II. Click on submit button. 8. After submitting the record, the proposal form submitted successfully message is displaying: 9. After submitting the record, the proposal payment page is displaying: 35

36 New Proposed Center 1. Login to application with valid credential. 2. After Login user will redirect to index page or home page. 3. Select path Proposal Management> Project Proposal as shown below: 4. On clicking Project Proposal user will redirect to Project Application Form as shown below: 36

37 5. On clicking Apply for Project user will redirect to Project Application Form as shown below: 6. User must fill all the sections i.e. General, Targets, Declaration Let s start one by one: a. General: View all the details as mentioned & shown below & click save and Proceed button 37

38 b. Target: Clicking on Target tab to open Target detail form. Now enter/ select all the appropriate fields within a section as shown & mentioned below: II. There are two option in Training Center Type. Existing Center other than PMKK/PMKVY. New Proposed Center. 38

39 I. Click on Add button to add the Proposed trade wise targets details. II. Enter the placement proposed records. III. Click on Save & Proceed button. IV. Click on close button to close the form and form should be redirect on dashboard. V. Click on Previous button to view the previous tab data. c. Declaration: User must fill declaration form III. IV. Enter the place of submission. Click on submit button. 39

40 7. After submitting the record, the proposal form submitted successfully message is displaying: 8. After submitting the record, the proposal payment page is displaying: 40