User Operational Guide

Clinical Establishment (CE)

Prepared for the Health & Family Welfare Department,
Government of West Bengal
Table of Contents

1 Introduction 1
1.1 Purpose of this manual 1
1.2 Who should use this manual 1
1.3 Prerequisites 1
1.4 Structure of this manual 1

2 About 1
2.1 About this Document 1
2.2 Actors 1

3 Authentication for user 2

3.1 Sign Up 2
3.2 Logging In 2
3.3 Step 3: View User Home page 3

4 How to Apply 4
4.1 Browser Problem 4
4.2 CMOH Contact details 5
4.3 Documents Required to Apply 5
4.4 Track Your Application 5
4.5 View your license through SMS 6
4.6 View Your License 7

5 Declaration Section 8

6 User Dash Board 9

7 Edit Staff 10

8 Payment 11

Case 1: Application with GRIPS payment from 23rd May 2017: 11

8.1 Online payment 12
8.2 Counter Payment 16

9 Case2: Application done before 23rd May 2017 but TR7

challan not submitted before 23rd May 2017: 26
10 Case3: TR7 challan amount paid before 23rd May 2017
but application not submitted: 26

11 Case4: If Application and Payment both are completed

before 23rd May 2017: 26

12 Case5: If application is done before 23rd May 2017 then

excess payment can be done with both the methods
(TR7/GRIPS): 26

13 Case 6: If not able to pay through GRIPS: 26

13.1 Excess Payment 26
13.1.1 Screen Details 27

14 Applying for New License 27

14.1 Applying with GRIPS integration 28
14.1.1 Details 28
14.1.2 Screen Details 29
14.2 Exempted Category 34

15 Applying for Renewal of Existing License 34

15.1 Applying with GRIPS integration 34
15.1.1 Details 34
15.1.2 Screen Details 35
15.2 Exempted Category 38

9 Manual License 38

10 Confirm VBD Cases 40

1.1.1 Process Flow 40
1.1.2 Detailed Steps 41
1.1.3 Screen Shot Details 41

11 Statistical Information 46

12 Edit Profile 49

13 Print Application Form 50

14 Check New License No. 50

15 Call log 54
16 Change Password 58

17 Logging Out 58
1 Introduction

1.1 Purpose of this manual

This manual is designed to provide you with an understanding of the Clinical
Establishment System Software. The manual lists the various features and functions
that are available whilst assisting you in carrying out each task with step by step
instructions and guidance. Visual screens are captured to improve clarity and
understanding of a function.

1.2 Who should use this manual

This manual is intended for Users (Applicant).

1.3 Prerequisites
Users should some cases, more than one web page may be open; User should have
knowledge of using and navigating to a different ‘Tab’ when required. Many of the
terms and functions however are common across the Software including buttons such
as ‘Submit’, ‘Edit’, ‘Update’ and ‘View’. Users must have a basic understanding of
using a computer, keyboard and mouse. In addition, being able to understand basic
functions of a web browser will be beneficial as well as elements such as pop-up
windows. In

1.4 Structure of this manual

This manual will be organized in line with the Software menu screen and in the same
hierarchical structure. Chapters within this manual are sequenced in the same order
as the main menu headings and have the precise title names as the headings.

2 About

2.1 About this Document

This document provides details on the screen specification for the Clinical
Establishment. Each screenshot represents a screen that can be viewed by the User,
which aligns with the functional requirements of this software.

2.2 Actors
User (Applicant) Security and Access
3 Authentication for user

3.1 Sign Up
After submitting users required details (valid User Applicant Name, Email Id, Mobile
No, Landline, Applicant Building No, Applicant Street, P.O, P.S, City/Village,
Password, Confirm Password, and Enter Captcha) in the sign up form user will receive
email and mobile verification through his registered email id and mobile number. He
will get an OTP in his mobile number as a SMS and verification mail in his email id.
After providing the same user can login with his username and password.

3.2 Logging In
User will log into the application by entering their Username ID and Password. Each
User will have a unique Username and Password which must be entered. If User does
not have a Username and Password, they will Sign up for new registration and get the
new username & password. If still any problem occurs please contact IT Cell,
Swasthya Bhawan.
3.3 Step 3: View User Home page
After successful login user will view the home page as shown below.
4 How to Apply
It will show a manual with all the steps with a screenshot. It will help a new user to
apply the form.

4.1 Browser Problem

It will show user to download compatible browser to download if user faces problem
with his browser.
4.2 CMOH Contact details
It will view all the CMOH contact details in a pop up

4.3 Documents Required to Apply

It will show the entire required documents list for user application

4.4 Track Your Application

It will help us User to track an application status with date. First user has to use
application form number which he wants to track. After that it will show the entire
status of the application as per the below screenshot.
4.5 View your license through SMS
User can view his license details through sms also. SMS syntax will be
WB CE <8 digit_License_No> (eg. WB CE 34201059)
Sent SMS to 9223166166
User will receive a return SMS of the enquired license by the following
1. Establishment Name
2. Applicant Name
3. License Date
4. Valid UPTO
5. Last Date of Renewal
Kindly check the example below
4.6 View Your License
Instead of SMS, you can check it in CE web portal also. It will help you to check the
status of license with date of license, last date of license renewal and date for
validity of the license. User has to use License number to view the details. After that
it will show the entire status of the license as per the below screenshot.
5 Declaration Section
After login you may get a window with your previous applied application list. If you don’t
have any previous application, you will not get this window and will be redirected to
home page directly.

Declaration list will be shown like the above image. Click on declaration and you will get
another window to declare that if you are appointing any government doctor in your
establishment or not. Please follow the image given bellow.

You can see that there is two option YES and NO . If you select NO, you can submit the
page and will get the home page. If you select YES, you will get section to add doctor’s
name and details. Follow the image shown below.
6 User Dash Board
After login User will be redirected to the User Welcome page / User Dash Board. New
user will not view any date in first welcome screen. After any application is submitted
or license establishment is completed user will view the data as shown in below
screenshot.
7 Edit Staff
A new feature has been introduced thorough which the user will be able to enter staff
details into the system. While viewing the submitted applications on the home page the
user can select Edit Staff from the dropdown after clicking on the ‘Action’ button
adjacent to any application. The user will then navigate to the Staff details page. Here
the user will click on ‘Add New Staff’ and again navigate to ‘Add New Staff Details’
page. Now the user will find two ways to add staff details:- a) on the left hand side there
are some fields which can be filled or b) on the right hand side there is an option asking
the user to download an Excel Sheet, fill it up and upload the same back into the
system. It is to be noted that the same Excel Sheet should be filled and uploaded
otherwise no data will be saved. The entire process is shown in the pictures below:

You will two kind of option to add your staff. If you choose excel upload option, then
you have to download the formatted excel from the given link. You must add your
staff details in the downloaded excel only. Any other excel will not be accepted.
After adding data, upload the same and submit.
8 Payment

Note: All Payments must be done through the Clinical Establishment Portal. No
payments should be done directly through GRIPS portal.

Payment FAQ of CE

Case 1: Application with GRIPS payment from 23rd May 2017:

• After successful logging into the application the User will view the menu
ribbon on the dashboard.
• Next the User chooses “Payment” from the menu ribbon on the top.
• The User clicks on “Make Payment” from the dropdown.
• The User selects “New Payment Type” from “Select Payment Type”.
• The user arrives at the 1st phase of payment portal where he/she enters the
“Depositor’s details”.
• The User clicks on “Save and Continue” and is directed to the 2nd phase of
payment where he/she enters the “Amount Details”.
• Here the user selects the mode of payment from the “Payment Mode”
dropdown. In this case “Online Payment”.
• The User then clicks on “Submit” and a dialogue box appears with the
generated “Future Reference Form No.”
• As the User clicks on “OK” button he/she is redirected to the “GRIPS Portal”.
• In the GRIPS portal all the details of the Depositor is auto filled.
• The User checks the details and in case of any ambiguity and clicks on
“Cancel” and is redirected to the Home Page of the application or if
everything is fine the User clicks on “Confirm”.
• Once the user clicks on “Confirm” he/she arrives at the 3rd phase of payment.
• Over here the User views a list of Banks and is asked to choose the one from
which he/she desires to complete the transaction.
• After selection a dialogue box appears asking whether he/she is sure to
continue with the selected Bank.
• The User clicks “Yes” and is redirected to the GRIPS portal. This time the User
will find an option “Go to the Selected Bank” on the bottom left hand corner
of the page.
• Once the User clicks on “Go to the Selected Bank” he/she arrives at the Bank’s
page in GRIPS portal where the User views the amount, GRN number and a
“Success” button.
• Finally as the User clicks on “Success” the payment is complete and an e-
Challan is generated.
8.1 Online payment

Screen Details

After successful logging into the application the User will view the menu ribbon on
the dashboard.

The User clicks on “Make Payment” from the dropdown.

User selects “New Payment” from “Select Payment Type”.

The user enters the “Depositor’s details”. The User clicks “Save and Continue”.

The User enters the “Amount Details”.Here the user selects the mode of payment
from the “Payment Mode” dropdown. In this case “Online Payment”.
The User then clicks on “Submit” and a dialogue box appears with the generated
“Future Reference Form No.”

As the User clicks on “OK” button he/she is redirected to the “GRIPS Portal”.In the
GRIPS portal all the details of the Depositor is auto filled. The User clicks “Confirm”.
User views a list of Banks and is asked to choose the one from which he/she desires to
complete the transaction.

After selection a dialogue box appears asking whether he/she is sure to continue with
the selected Bank.

The User clicks “Yes” and is redirected to the GRIPS portal. This time the User will
find an option “Go to the Selected Bank” on the bottom left hand corner of the page.
Once the User clicks on “Go to the Selected Bank” he/she arrives at the Bank’s page
in GRIPS portal where the User views the amount, GRN number and a “Success”
button.

Finally as the User clicks on “Success” the payment is complete and an e-Challan is
generated.

8.2 Counter Payment

 After successful logging into the application the User will view the menu ribbon on
the dashboard.
 Next the User chooses “Payment” from the menu ribbon on the top.
 The User clicks on “Make Payment” from the dropdown.
 The User selects “New Payment Type” from “Select Payment Type”.
 The user arrives at the 1st phase of payment portal where he/she enters the
“Depositor’s details”.
 The User clicks on “Save and Continue” and is directed to the 2nd phase of
payment where he/she enters the “Amount Details”.
 Here the user selects the mode of payment from the “Payment Mode” dropdown.
In this case “Counter Payment”.
 The User then clicks on “Submit” and a dialogue box appears with the generated
“Future Reference Form No.”
 As the User clicks on “OK” button he/she is redirected to the “GRIPS Portal”.
 In the GRIPS portal all the details of the Depositor is auto filled.
 The User checks the details and in case of any ambiguity and clicks on “Cancel”
and is redirected to the Home Page of the application or if everything is fine the
User clicks on “Confirm”.
 Once the user clicks on “Confirm” he/she arrives at the 3rd phase of payment.
 Over here the User views a list of Banks and is asked to choose the one from which
he/she desires to complete the transaction.
 After selection a dialogue box appears asking whether he/she is sure to continue
with the selected Bank.
 The User clicks “Yes” and is redirected to the GRIPS portal. This time the User will
find an option “Go to the Selected Bank” on the bottom left hand corner of the
page.
 Once the User clicks on “Go to the Selected Bank” he/she arrives at the Bank’s
page in GRIPS portal where the User views a hyperlink Go to Grips.
 As the User clicks Go to Gripshe/she arrives at the Bank’s page in GRIPS portal.
 Here the User views a message - "Print the Challan and produce it to any branch of
the selected bank for payment. Please Carry 2 copies of this e-Challan to Bank."
 Along with this message there are also two buttons “Print” and “Click to Complete
the process”.
 The User clicks print to take a print out of the challan.
 Next the User clicks on “Click to Complete the process” and a popup appears
asking whether the user wants to leave this page or not.
 As the User clicks “Leave” he/she is redirected to GRIPS home page. The user
closes the portal.
 The User now once again logs in to the CE home page and clicks on “Payment” and
selects “Verify Payment” from the dropdown.
 The User arrives at the list of deposited forms with each having a “Verify” button
 Finally as the User clicks on “Verify” the payment status will be shown only after
the bank has verified it and till then the User will view the message – “Payment
Status not changed! Please try again later”.
Screen Details
After successful logging into the application the User will view the menu ribbon on
the dashboard.

The User clicks on “Make Payment” from the dropdown.

User selects “New Payment Type” from “Select Payment Type”.

The user enters the “Depositor’s details”. The User clicks “Save and Continue”.

The User enters the “Amount Details”.Here the user selects the mode of payment
from the “Payment Mode” dropdown. In this case “Counter Payment”.
The User then clicks on “Submit” and a dialogue box appears with the generated
“Future Reference Form No.”

As the User clicks on “OK” button he/she is redirected to the “GRIPS Portal”.In the
GRIPS portal all the details of the Depositor is auto filled. The User clicks “Confirm”.

User views a list of Banks and is asked to choose the one from which he/she desires to
complete the transaction.
After selection a dialogue box appears asking whether he/she is sure to continue with
the selected Bank.

The User clicks “Yes” and is redirected to the GRIPS portal. This time the User will
find an option “Go to the Selected Bank” on the bottom left hand corner of the page.

Once the User clicks on “Go to the Selected Bank” he/she arrives at the Bank’s page
in GRIPS portal where the User views a hyperlink Go to Grips.
The User clicks Go to Gripshe/she arrives at the Bank’s page in GRIPS portal.Here the
User views a message - "Print the Challan and produce it to any branch of the
selected bank for payment. Please Carry 2 copies of this e-Challan to Bank."Along
with this message there are also two buttons “Print” and “Click to Complete the
Process”.

The User clicks print to take a print out of the challan.

Next the User clicks on “Click to Complete the process” and a popup appears asking
whether the user wants to leave this page or not.
As the User clicks “Leave” he/she is redirected to GRIPS home page. The user closes
the portal.

The User now once again logs in to the CE home page and clicks on “Payment” and
selects “Verify Payment” from the dropdown.
The User arrives at the list of deposited forms with each having a “Verify” button

Finally as the User clicks on “Verify” the payment status will be shown only after the
bank has verified it and till then the User will view the message – “Payment Status not
changed! Please try again later”.
 9 Case2: Application done before 23rd May 2017 but TR7
challan not submitted before 23rd May 2017:

Contact CMOH for details

10 Case3: TR7 challan amount paid before 23rd May 2017

but application not submitted:

Contact CMOH for details

11 Case4: If Application and Payment both are completed

before 23rd May 2017:

Contact CMOH for details

12 Case5: If application is done before 23rd May 2017 then

excess payment can be done with both the methods
(TR7/GRIPS):

Contact CMOH for details

13 Case 6: If not able to pay through GRIPS:

Contact CMOH for details

Note:
When a user submits an application he/she is required to submit the documents along with
the application without which the application will be incomplete. Now the user may want to
upload the applications at a later stage. In this case after filling up the form and proceeding
to the third page where the documents are to be uploaded the user may select the
declaration menu and choose the option “This is not my final submit. I have to upload and
edit and finally click on Submit.

13.1 Excess Payment

The Users use this mode to clear off the remaining amount left to be paid. The
procedure of payment is same as in the case of “New Payment” except this time the
 User selects “Payment against existing Application” this time instead of “New
Payment”.

13.1.1 Screen Details

The procedure of payment is same as in the case of “New Payment” except this time
the User selects “Payment against existing Application” this time instead of “New
Payment”.

14 Applying for New License

There are three modes which the user can avail to apply for a new license –
 Application with GRIPS
 Application without GRIPS
 Exempted Category

These three modes of application are discussed in details below:-

14.1 Applying with GRIPS integration

14.1.1 Details

 User clicks on the Application menu from the Menu ribbon on the top of the login
page.
 User clicks on Application with GRIPS from the dropdown.
 Next the User clicks on the New Application from the application types.
 The User arrives at the List of Forms to be applied where he/she clicks on ‘Apply’.
 The User is now redirected to FORM NO.II. or Form of Application for registration and
License.
 User enters all his details into fields for applying a license. Note that the Form Id is
auto filled as it is auto detected by the application.
 After entering all the mandatory fields user will click on ‘Save and Continue’ to move
on to the next phase.
 In the next phase the User will be required to upload some necessary documents into
the system.
 Next the User clicks Summit button which automatically transfers the form to DA for
verification with generating auto generated application form number.
 The User now is once again redirected to the Dashboard where the list of submitted
applications is displayed.
 On the top of the page a message informing the user that the form is successfully
submitted and the form number is generated is displayed.
 Also “Action” buttons are visible now but the User will be able to utilize these
buttons once the DA activates the button if required.
 14.1.2 Screen Details
Application >> Application with GRIPS

User clicks on the New Application from the application types.

The User arrives at the List of Forms to be applied where he/she clicks on ‘Apply’.
User is now redirected to FORM NO.II./ Form of Application for registration and License.

1st phase of application form:

2nd phase of application form:
3rd phase of application form:
After submission of application form:
14.2 Exempted Category
This mode of application is for those establishments, for which fee is not required. In
other words these Users will be able to apply for free.

15 Applying for Renewal of Existing License

Similar to applying for new license the renewal of existing license has the same three
modes:-
 Application with GRIPS
 Exempted Category

15.1 Applying with GRIPS integration

15.1.1 Details

 User clicks on the Application menu from the Menu ribbon on the top of the login
page.
 User clicks on Application with GRIPS from the dropdown.
 Next the User clicks on the Renew Application from the application types.
 The User arrives at the Form of Application for Registration and License where he/she
enters ‘Previous license no and clicks on ‘Get Details.
 The User is now redirected to FORM NO.II./ Form of Application for registration and
License which now will be auto populated.
 After checking all the fields user will click on ‘Save and Continue’ to complete the
renewal process.

15.1.2 Screen Details

Application >> Application with GRIPS

User clicks on the New Application from the application types.

The User arrives at the List of Forms to be applied where he/she clicks on ‘Apply’.
The User arrives at the Form of Application for Registration and License where he/she
enters ‘Previous license no and clicks on ‘Get Details.

The User is now redirected to FORM NO.II. / Form of Application for registration and
License which now will be auto populated as the User clicks on ‘Get Details’.
15.2 Exempted Category
The third mode of application is for those Users for whom all charges are exempted.
In other words these Users will be able to renew their existing application for free.

9 Manual License
This is for that user who has never applied the form online. They have received the
form by paper/ manual works and receipt the license in paper/manual format which
is not at all system generated. User will fill up this below from after registration.
During registration user have to use all the valid data including the license number.
After submitting it will move to license authority and he will verify and approve it
accordingly.
10 Confirm VBD Cases
The user logs in and selects ‘Confirm VBD cases from under report menu. The user is
navigated to “Your Establishment with Valid License” page. The user clicks on ‘Action’
button and clicks on Submit Report option. A popup is displayed stating that the ‘Report
is submitted successfully’ The User selects views two options Dengue and Malaria. The
User selects dengue and arrives at “Daily VBD Report Only for Laboratory”. Over here
the User enters the count of Total tests and positive Reports and clicks ‘Next’ upon
which a new table opens Where the user enters the patient details, Test Recommended
By, Date of Admission(If Admitted), Date of Sample Collection, Date of Test ,Positive
For and finally clicks on Submit to submit the report. The User then clicks on Malaria
and follows the same steps and submits report on Malaria. The User then goes back
and clicks on the ‘Action’ button again and selects view Dengue report or View malaria
Report to view the reports generated.

1.1.1 Process Flow

The user is navigated to “Your

The user logs in and selects ‘Confirm Establishment with Valid License” page.
VBD cases from under report menu. The user clicks on ‘Action’ button and
clicks on Submit Report option.

The User selects dengue and arrives at

A popup is displayed stating that the
“Daily VBD Report Only for Laboratory”.
‘Report is submitted successfully’ The
Over here the User enters the count of
User selects views two options Dengue
Total tests and positive Reports and
and Malaria.
clicks ‘Next’

upon which a new table opens Where

the user enters the patient details, Test
The User then clicks on Malaria and
Recommended By, Date of Admission(If
follows the same steps and submits
Admitted), Date of Sample Collection,
report on Malaria.
Date of Test ,Positive For and finally
clicks on Submit to submit the report.

The User then goes back and clicks on

the ‘Action’ button again and selects
view Dengue report or View malaria
Report to view the reports generated.
1.1.2 Detailed Steps
 The user logs in and selects ‘Confirm VBD cases from under report menu.
 The user is navigated to “Your Establishment with Valid License” page. The user clicks on
‘Action’ button and clicks on Submit Report option.
 A popup is displayed stating that the ‘Report is submitted successfully’ The User selects
views two options Dengue and Malaria.
 The User selects dengue and arrives at “Daily VBD Report Only for Laboratory”. Over here
the User enters the count of Total tests and positive Reports and clicks ‘Next’
 upon which a new table opens Where the user enters the patient details, Test
Recommended By, Date of Admission(If Admitted), Date of Sample Collection, Date of Test
,Positive For and finally clicks on Submit to submit the report.
 The User then clicks on Malaria and follows the same steps and submits report on Malaria.
 The User then goes back and clicks on the ‘Action’ button again and selects view Dengue
report or View malaria Report to view the reports generated.

1.1.3 Screen Shot Details

The user logs in and selects ‘Confirm VBD cases from under report menu.

The user is navigated to “Your Establishment with Valid License” page. The user clicks
on ‘Action’ button and clicks on Submit Report option.
A popup is displayed stating that the ‘Report is submitted successfully’ The User selects
views two options Dengue and Malaria. The User selects dengue and arrives at “Daily
VBD Report Only for Laboratory”. Over here the User enters the count of Total tests and
positive Reports and clicks ‘Next’

upon which a new table opens Where the user enters the patient details, Test
Recommended By, Date of Admission(If Admitted), Date of Sample Collection, Date of
Test ,Positive For and finally clicks on Submit to submit the report.
The User then clicks on Malaria and follows the same steps and submits report on
Malaria.
The User then goes back and clicks on the ‘Action’ button again and selects view
Dengue report or View malaria Report to view the reports generated.
11 Statistical Information
After approval of license user can maintain the statistical information of reproductive
and child health per month. User can enter one time for any month in the below
mentioned format. It will show the total count.
Special Information: Reproductive and Child Health

Sl. No. Description Male Female Remarks

1 No of Pregnant Mother Admitted

2 No of Maternal Deaths
3 No. of Live Births :
• Normal Delivery
• Caesarean Delivery
4 No. of Twin Deliveries
5 No. of Still Births
6 No. of Neonatal Deaths (within 24 hours of Birth)
7 No. of Neonatal Deaths (within 1 week)
8 No. of Neonatal Deaths (within 1 week to 28 days)

User will click on “Statistical Information” menus “Insert Statistical Information”

section
User will enter the month and year first

User will choose the establishment name and it will automatically populate the
general information of the establishment. After that user will enter all the Special
Information: Reproductive and Child Health as mentioned below
After submitting the data user cannot re enter the data? Only user can edit it.

User will get this message for reentry for the same month.

For editing the Statistical entry user will click on “Statistical Information” menus
“view saved Statistical Information” section
 User will view the saved statistical list

User will show the filled up form while clicking on view. User can edit the Special
Information: Reproductive and Child Health or get back to the home page.

A.1.1

12 Edit Profile
Registered user can edit his details from here.
Note: The Name of the Applicant cannot be changed. For details contact Swasthya
Bhawan.

13 Print Application Form

This is a user view user can print the application form and check the status of his
application also. User will click on hyperlinked Form Number and the applied form
appears. User will move to the bottom of the application and click on print button to
print the document.

14 Check New License No.

This is for the Users who have filled up the form online without the automated license
number. They can use his license number and convert it to system generated license
number from here. If the license number is valid it will generate the system
generated license number with Establishment Name, License date, License status,
New License Number and its date of expiry. Also if the manual license number is used
in 2 or more establishments then the user have to provide license number with its
license issuing date and registered mobile number. If system check the data is valid
then it will show the new license number with these Establishment Name, License
date, License status, new license Number and its date of expiry. If the license is
already system generated then user will view the same number in the generated
number. Invalid data or invalid license number will alert user that his data is not
matching please contact in the below mentioned address.
Address:
Swasthya Bhawan
GN-29, Sector-V, Salt Lake, Kolkata, West Bengal 700091
Ph. 033 2333 0429.

After using old license number

After user inserted such paper licenses which are used in 2 establishments, user has
to provide license issue date and registered mobile number. After verification new
license number will generated.
If the license number is already system generated then user will view the same
license number there

If user use invalid license number or if the license number is causing some error. User
will view the contact number to verify the same from there.
 15 Call log

It is seen that many situations arise where the User has to encounter typical problems
while using the Clinical Establishment software. It is in such case it is required that
they consult the issues with the developer. The Call Log is the medium through which
the User will be able to bring various issues to the notice of the developer and the
developer will provide solution in return.
1.5 Raising Service Ticket
Raising Service Ticket is the procedure through which the User will contact the
developer with an issue. The User after logging into the dashboard will find the ‘Call
log’ option in the Menu ribbon on top the screen he/she is viewing. On clicking the
option the User will be navigated to the Call Log home page where he/she will find
the option of Raising Service ticket. On selecting this option the User will view a box
where he will enter details like Service type, Contact Person, Contact no., Contact
Email Id and details of the issue and click on save to update the issue.
 Process Flow

On clicking the option

The User after logging On selecting this option the User
the User will be
into the dashboard will will view a box where he will enter
navigated to the Call
find the ‘Call log’ option in details like Service type, Contact
Log home page where
the Menu ribbon on top Person, Contact no., Contact Email
he/she will find the
the screen he/she is Id and details of the issue and click
option of Raising
viewing. on save to update the issue.
Service ticket.

As save is clicked a popup will appear asking for

The User will also be able to confirmation of the Action and as the User clicks
view the status of the query
ok another popup will appear showing that the
raised in a table at the bottom of record is saved successfully and on clicking ok
the screen. The reply from the
the procedure of raising a service ticket will be
Developer will be found in the
complete.
‘Status Details’ column.
•

 Detailed Steps
• The User after logging into the dashboard will find the ‘Call log’ option in the
Menu ribbon on top the screen he/she is viewing.
• On clicking the option the User will be navigated to the Call Log home page
where he/she will find the option of Raising Service ticket.
• On selecting this option the User will view a box where he will enter details
like Service type, Contact Person, Contact no. and details of the issue and
click on save to update the issue.
• As save is clicked a popup will appear asking for confirmation of the Action
and as the User clicks ok another popup will appear showing that the record is
saved successfully and on clicking ok the procedure of raising a service ticket
will be complete.
• The User will also be able to view the status of the query raised in a table at
the bottom of the screen. The reply from the Developer will be found in the
‘Status Details’ column.
 Screen Details
The User after logging into the dashboard will find the ‘Call log’ option in the Menu
ribbon on top the screen he/she is viewing.
On clicking the option the User will be navigated to the Call Log home page where he/she
will find the option of Raising Service ticket.
On selecting this option the User will view a box where he will enter details like Service
type, Contact Person, Contact no., Contact Email Id and details of the issue and click on save
to update the issue.

As save is clicked a popup will appear asking for confirmation of the Action and as the User
clicks ok another popup will appear showing that the record is saved successfully and on
clicking ok the procedure of raising a service ticket will be complete.
The User will also be able to view the status of the query raised in a table at the bottom of
the screen. The reply from the Developer will be found in the ‘Status Details’ column.
16 Change Password
User can change their password from here. User has to click on change password
menu. Type the old password and type the change password twice. After that the
password will replace with the new password.

17 Logging Out
At any time User can log out of the application by clicking the Log out button located
at the top on the right hand side of screen. User should log out of the application
when they have finished using it.