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MIS/FMS Implementation in ICAR Implementation of Management Information System (MIS) including Financial Management System (FMS) in ICAR (NAIP Funded Project) User Acceptance Testing – Projects MIS I2 C A R K i c k o f f | F e b ‘ 1 2 MIS/FMS Implementation in ICAR 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 2 MIS/FMS Implementation in ICAR 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Solution Overview (Oracle Framework) As per the latest guidelines issued by ICAR in 2012, the old RPF Formats have been replaced by new RPP Performa's, along with new appraisal and evaluation documents.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. MIS/FMS Implementation in ICAR ICAR Projects Solution Overview 1 2 3 4 Status Report • Creation of Status Report • Capturing Particulars like Project Title, Team Information, Project Items etc. • System Supported Status Report Approval Process RPP-I • • • • • • RPP-II • 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-III & RPP-IV • • • • • • • • • 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 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 MIS/FMS Implementation in ICAR 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 RPP-III •RPPIII Checklist •Team Rating by PI •Project Evaluation by PI •Project Evaluation by Eval. Com. •Rating by Director RPP-IV MIS/FMS Implementation in ICAR 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 MIS/FMS Implementation in ICAR 1. Logging into Oracle Application MIS/FMS Implementation in ICAR 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 MIS/FMS Implementation in ICAR 2.1 New Status Report Creation MIS/FMS Implementation in ICAR 2.1 New Status Report Creation For new Status Report Creation, click here MIS/FMS Implementation in ICAR 2.1 New Status Report Creation MIS/FMS Implementation in ICAR 2.1 New Status Report Creation MIS/FMS Implementation in ICAR 2.1 New Status Report Creation MIS/FMS Implementation in ICAR 2.1 New Status Report Creation MIS/FMS Implementation in ICAR 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. MIS/FMS Implementation in ICAR 2.2 Status Report Completion – Project Header MIS/FMS Implementation in ICAR 2.2 Status Report Completion – Team Info. MIS/FMS Implementation in ICAR 2.2 Status Report Completion – Project Items MIS/FMS Implementation in ICAR 2.2 Status Report Completion – External Member Info. MIS/FMS Implementation in ICAR 2.3 Team Member Approval MIS/FMS Implementation in ICAR 2.3 Team Member Approval save the communication ONLY after filling all the data MIS/FMS Implementation in ICAR 2.3 Team Member Approval Co-PI Login Co-PI would review the report and click here to grant his/her approval MIS/FMS Implementation in ICAR 2.3 Status Report Approval Click here to start approval process MIS/FMS Implementation in ICAR 2.3 Status Report Approval HoD Login Notification for Approval MIS/FMS Implementation in ICAR 2.3 Status Report Approval HoD Login Approve HoD can click on “View Project Form” link to Open the Project Details Form for that particular document. Overall Comments Reject MIS/FMS Implementation in ICAR 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 RPP-III •RPPIII Checklist •Team Rating by PI •Project Evaluation by PI •Project Evaluation by Eval. Com. •Rating by Director RPP-IV MIS/FMS Implementation in ICAR 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 MIS/FMS Implementation in ICAR 3.1 RPPI Creation MIS/FMS Implementation in ICAR 3.1 RPPI Creation MIS/FMS Implementation in ICAR 3.1 RPPI Creation MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Project Header MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Project Items MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Individual time spent and work components MIS/FMS Implementation in ICAR 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 MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Creation of Project Click on Project field. Project would automatically get attached to the document MIS/FMS Implementation in ICAR 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 MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Enter Workplan Information MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Enter Workplan Information Click on the project MIS/FMS Implementation in ICAR 3.2 RPPI Completion – Enter Workplan Information Click here to create objectives and activities MIS/FMS Implementation in ICAR 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 MIS/FMS Implementation in ICAR 3.21 RPPI Completion – Create Objectives and Activities for an year MIS/FMS Implementation in ICAR 3.22 RPPI Completion – Enter Output Monitorable Targets MIS/FMS Implementation in ICAR 3.22 RPPI Completion – Associate OMT with Activity MIS/FMS Implementation in ICAR 3.23 RPPI Completion – Copy Information for other years MIS/FMS Implementation in ICAR 3.23 RPPI Completion – Publish Workplan MIS/FMS Implementation in ICAR 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 MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information Click here MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information Click on budget lines MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Budgetary Information Submit and Baseline Budget MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Project Item Details Click here to enter item details MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Project Item Details Click on create MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Project Item Details MIS/FMS Implementation in ICAR 3.3 RPPI Completion – Enter Project Item Details MIS/FMS Implementation in ICAR 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 MIS/FMS Implementation in ICAR 3.4 RPPI Checklist MIS/FMS Implementation in ICAR 3.4 RPPI Checklist MIS/FMS Implementation in ICAR 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 • Project Code • Project Number • Workplan/Project Activity details • Project Budget • Project Item Details • RPPI Checklist MIS/FMS Implementation in ICAR 3.5 Team Member Approval – Same as in Status Report MIS/FMS Implementation in ICAR 3.5 RPPI Approval PI clicks here to begin RPPI approval MIS/FMS Implementation in ICAR 3.5 RPPI Approval HoD Login MIS/FMS Implementation in ICAR 3.5 RPPI Approval PME Login MIS/FMS Implementation in ICAR 3.5 RPPI Approval PME Login PME would click on this link for RPPI Appraisal MIS/FMS Implementation in ICAR 3.5 RPPI Approval PME Login For appraisal, PME would halt the approval process by clicking here MIS/FMS Implementation in ICAR 3.5 PME Appraisal PME Login MIS/FMS Implementation in ICAR 3.5 RPPI Approval PME Login PME will click here to reinitiate approval MIS/FMS Implementation in ICAR 3.5 RPPI Approval JD(R)/Director Login Director would approve MIS/FMS Implementation in ICAR RPPI – Automatic Update of Code with PME Code RPPI is approved Open RPPI MIS/FMS Implementation in ICAR RPPI – Automatic Update of Code with PME Code MIS/FMS Implementation in ICAR RPPI – Automatic Update of Code with PME Code MIS/FMS Implementation in ICAR RPPI – Automatic Update of Code with PME Code MIS/FMS Implementation in ICAR 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 RPP-III •RPPIII Checklist •Team Rating by PI •Project Evaluation by PI •Project Evaluation by Eval. Com. •Rating by Director RPP-IV MIS/FMS Implementation in ICAR RPPII Creation and Approval RPP-I Approved Preparation of RPP-II • RPP-II Items • Update info. regarding workplan activities of PI and Co-PI RPP-II Format Send RPP-II for Review • Rating by HoD • Comments of IRC • Rating by Director Approved RPP-II Approved • Project and Member Evaluation by PI •Transactions against Project Budget MIS/FMS Implementation in ICAR 4.1 RPPII Creation – same as for RPPI MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Project Items (same as RPPI) MIS/FMS Implementation in ICAR RPPII Creation and Approval RPP-I Approved Preparation of RPP-II • RPP-II Items • Update info. regarding workplan activities of PI and Co-PI RPP-II Format Send RPP-II for Review • Rating by HoD • Comments of IRC • Rating by Director Approved RPP-II Approved • Project and Member Evaluation by PI •Transactions against Project Budget MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Updating Workplan Click here MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Updating Workplan Click here (pencil) to update task information MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Updating Workplan Enter % achieved and click on submit button MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Updating Workplan MIS/FMS Implementation in ICAR RPPII Creation and Approval RPP-I Approved Preparation of RPP-II • RPP-II Items • Update info. regarding workplan activities of PI and Co-PI RPP-II Format Send RPP-II for Review • Rating by HoD • Comments of IRC • Rating by Director Approved RPP-II Approved • Project and Member Evaluation by PI •Transactions against Project Budget MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Project Rating by PI MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Team Rating by PI MIS/FMS Implementation in ICAR 4.2 RPPII Completion – Team Member Approval MIS/FMS Implementation in ICAR RPPII Creation and Approval RPP-I Approved Preparation of RPP-II • RPP-II Items • Update info. regarding workplan activities of PI and Co-PI RPP-II Format Send RPP-II for Review • Rating by HoD • Comments of IRC • Rating by Director Approved RPP-II Approved • Project and Member Evaluation by PI •Transactions against Project Budget MIS/FMS Implementation in ICAR 4.3 RPPII Approval (same as SR and RPPI) Click here to initiate approval MIS/FMS Implementation in ICAR 4.3 RPPII Approval – Rating by HoD HoD Login MIS/FMS Implementation in ICAR 4.3 RPPII Approval – Comments of IRC PME Login MIS/FMS Implementation in ICAR 4.3 RPPII Approval – Rating by Director JD(R)/Director Login MIS/FMS Implementation in ICAR 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 RPP-III •RPPIII Checklist •Team Rating by PI •Project Evaluation by PI •Project Evaluation by Eval. Com. •Rating by Director RPP-IV MIS/FMS Implementation in ICAR RPPIII Creation and Approval RPP-II Approved Preparation of RPP-III • RPP-III Project Items RPP-III Format • Update final info. regarding workplan and output monitorable targets Send RPP-III for Review • Project Evaluation by Eval. Committee • Rating by Director Approved RPP-III Approved • RPP-III Checklist •Team Rating by PI • Project Evaluation by PI MIS/FMS Implementation in ICAR 5.1 RPPIII Creation (same as RPPI, RPPII) MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Project Items same as RPPI RPPII MIS/FMS Implementation in ICAR RPPIII Creation and Approval RPP-II Approved Preparation of RPP-III • RPP-III Project Items RPP-III Format • Update final info. regarding workplan and output monitorable targets Send RPP-III for Review • Project Evaluation by Eval. Committee • Rating by Director Approved RPP-III Approved • RPP-III Checklist •Team Rating by PI • Project Evaluation by PI MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Activity Information same as RPPII MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Update Output Monitorable Targets click on update MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Update Output Monitorable Targets Enter all the necessary details including the actual output achieved MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Publish Workplan (same as RPPII RPPIII) MIS/FMS Implementation in ICAR RPPIII Creation and Approval RPP-II Approved Preparation of RPP-III • RPP-III Project Items RPP-III Format • Update final info. regarding workplan and output monitorable targets Send RPP-III for Review • Project Evaluation by Eval. Committee • Rating by Director Approved RPP-III Approved • RPP-III Checklist •Team Rating by PI • Project Evaluation by PI MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – RPPIII Checklist MIS/FMS Implementation in ICAR RPPIII Creation and Approval RPP-II Approved Preparation of RPP-III • RPP-III Project Items RPP-III Format • Update final info. regarding workplan and output monitorable targets Send RPP-III for Review • Project Evaluation by Eval. Committee • Rating by Director Approved RPP-III Approved • RPP-III Checklist •Team Rating by PI • Project Evaluation by PI MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Project Evaluation by PI MIS/FMS Implementation in ICAR 5.2 RPPIII Completion – Team Rating MIS/FMS Implementation in ICAR RPPIII Creation and Approval RPP-II Approved Preparation of RPP-III • RPP-III Project Items RPP-III Format • Update final info. regarding workplan and output monitorable targets Send RPP-III for Review • Project Evaluation by Eval. Committee • Rating by Director Approved RPP-III Approved • RPP-III Checklist •Team Rating by PI • Project Evaluation by PI MIS/FMS Implementation in ICAR 5.3 RPPIII Approval – Team Member Approval (same as RPPI RPPII) MIS/FMS Implementation in ICAR 5.3 RPPIII Approval – same as RPPI RPPII click here to initiate approval MIS/FMS Implementation in ICAR 5.3 RPPIII Approval – Project Evaluation by Evaluation Committee PME Login MIS/FMS Implementation in ICAR 5.3 RPPIII Approval – Observations of PME Cell MIS/FMS Implementation in ICAR 5.3 RPPIII Approval – Project Rating by Director JD(R)/Director Login MIS/FMS Implementation in ICAR 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 RPP-III •RPPIII Checklist •Team Rating by PI •Project Evaluation by PI •Project Evaluation by Eval. Com. •Rating by Director RPP-IV MIS/FMS Implementation in ICAR RPPIV Creation and Approval Create new RPPIV Enter Project Items and Efforts Made Submit RPPIV for Review and Approval Approved RPPIV Approved MIS/FMS Implementation in ICAR 5.1 RPPIV Creation Same as RPPI RPPII and RPPIII MIS/FMS Implementation in ICAR 5.2 RPPIV Completion – Project Items same as RPPI RPPII RPPIII MIS/FMS Implementation in ICAR 5.2 RPPIV Completion – Efforts Made (only for RPPIV) MIS/FMS Implementation in ICAR 5.2 RPPIV Completion – Efforts Made (only for RPPIV) MIS/FMS Implementation in ICAR 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 RPP-III •RPPIII Checklist •Team Rating by PI •Project Evaluation by PI •Project Evaluation by Eval. Com. •Rating by Director RPP-IV MIS/FMS Implementation in ICAR 6.1 Multiple Institute Project PI creates RPP-I Lead Institute Project gets created Collaborating Institute(s) Project gets created PI captures workplan activities PI enters overall project budget and lead institute budget details PI enters collaborating institute budget details MIS/FMS Implementation in ICAR 6.2 RPPI Amendment – Create a new document like RPPII RPPIII MIS/FMS Implementation in ICAR 6.2 RPPI Amendment – Make the desired changes Project extended till 2017 MIS/FMS Implementation in ICAR 6.2 RPPI Amendment – run ICAR Project Update Program Pass RPPI Amendment No. as parameter MIS/FMS Implementation in ICAR 6.3 Project Abeyance – PME Login A Project can be terminated/put into abeyance only by the PME Cell. If a project is put into Abeyance, it is temporarily closed. No financial transactions can occur against the project till it is in abeyance. Further, no workplan activities can be updated. Hence, to complete ongoing/pending financial transactions, if any, the PME would have access to take the Project out of abeyance. click here MIS/FMS Implementation in ICAR 6.3 Project Abeyance MIS/FMS Implementation in ICAR 6.3 Project Abeyance MIS/FMS Implementation in ICAR 6.3 Project Abeyance MIS/FMS Implementation in ICAR Reports Status Report RPPI Report RPPI Checklist Report RPPI Checklist Summary Report PME Cell Appraisal Report Proposal vs. Expenditure Budget Report RPPII Report Project Rating Report RPPIII Report RPPIII Checklist Report RPPIII Checklist Summary Report Statement of Expenditure Report Final Project Evaluation Report by PI Final Project Evaluation Report by Evaluation Committee Project Publication Detail Report Project Status Report for IRC Project Funding Report RPPIV Report MIS/FMS Implementation in ICAR THANK YOU
