1.role of unit maker user 1.preparation of gist of contractpreparation of gist of contract...
TRANSCRIPT
1. Role of Unit Maker user 1. Preparation of Gist of Contract 2. Submission of Gist of Contract by Unit Maker to Unit Approver3. Submission of Gist of Contract by Unit Approver to DC office
2. Role of Unit Approver 1. Printing of Gist of Contract 2. Deficiency raised by DC office3. Report of Gist of Contract
SOFTEX Contract [Gist of Contract]Demo
Preparation of Gist of Contract
User can log into SEZ Online system and click here to fill the Softex Contract Form
Preparation of Gist of Contract
Client Details are to be captured here
Contract Details are to be captured here
Click on SAVE
Preparation of Gist of Contract
On saving the details for the first time, a unique Request id is generated
To capture Billing Details click here
Continuation of Gist of Contract tab
Preparation of Gist of Contract
Captured billing details are displayed in tabular form
Multiple billing details can be added by clicking ADD button
Continuation of Gist of Contract tab
Preparation of Gist of Contract
If any supporting documents are to be submitted with Gist of Contract, the details of the documents have to be entered here
To generate acknowledgement receipt click here.
Preparation of Gist of Contract
Submission of Gist of Contract by Unit Maker to Unit Approver
Submission of Gist of Contract by Unit Maker to Unit Approver
These are the Action options available to Unit Maker
Unit Maker may 1. Cancel Gist of Contract or 2. Submit the Gist of Contract to Unit Approver
After selecting Request Status, click on SUBMIT
On submitting the request Confirmation screen appears with “Confirm” and “Cancel”
options
Unit User can confirm the request by clicking here
Submission of Gist of Contract by Unit Maker to Unit Approver
If Unit Maker prepares a Gist of Contract but does not submit, the request will remain in his
InboxThe user can view his Inbox by clicking here
Unit can click on Request Id to view contents of Gist of
Contract
Submission of Gist of Contract by Unit Maker to Unit Approver
Submission of Gist of Contract by Unit Approver to DC Office
Click here to open the request
As a Unit Maker submits the Gist of Contract, it comes to Unit Approver’s Inbox
Submission of Gist of Contract by Unit Approver to DC Office
Unit Approver’s Inbox
Continuation of ‘Gist of Contract’ Tab
Unit Approver may 1.Send back the request to user who has prepared it 2.Submit the request to DC Office or3.Cancel the request
These are the Action options available to Unit Approver
After selecting “Request Status”, click on SUBMIT
Submission of Gist of Contract by Unit Approver to DC Office
After clicking on Submit button, Confirmation Screen appears
Click here to submit the Softex request to DC Office
Submission of Gist of Contract by Unit Approver to DC Office
Printing of Gist of Contract
To print , search for the Gist of Contract through ’Search Request’ link & Open the request by clicking on Request id
Print of Gist of Contract can be obtained by Unit maker or Unit Approver
Click here to print
Printing of Gist of Contract
Printing Screen will appear
Printing of Gist of Contract
Contract Id will be blank
On approval from DC ‘s Office, a unique Contract Id will be generated by the
system
Printing of Gist of Contract
Printing of Gist of Contract after approval from Dc’s Office
Report of Gist of Contract
Report of Gist of Contract
To view the report , click here & select ‘ Softex contract summary
report
Select status of Gist of Contract
Handling deficiency raised at DC Office
Unit Approver's Inbox
The status of the request will be ‘DC Verifier Raise query’
Click here to open the request
If DC Office raises a deficiency, the request will come to Unit Approver’s Inbox
Handling deficiency raised at DC office
Remarks entered by the DC Official giving details of the Deficiency
After opening the request, Click here (Remarks history Link) to view the Deficiency raised by the DC Official
Handling deficiency raised at DC office
If Unit approver selects Request Status as ‘Query Response’ External Remarks column is displayed
The Unit approver can reply to the Deficiency by entering remarks in External Remarks Column, which can be viewed by DC Official
After entering External Remarks, as user clicks on submit , the Softex Contract request goes back to DC Official
Handling deficiency raised at DC office