integrated national education information system (ineis tm ) c4a-al manage student allowances
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Integrated National Education Information System (iNEISTM)
C4A-AL Manage Student Allowances
Process Flow
Allowance Application Disbursement Termination Generate
Reports
Process Flow
Allowance Application Disbursement Termination Generate
Reports
Flowchart: Manage Student Allowances
1.
Add New Allowance Application
2.
Approval by School Principal
3.
Approval by MOE DS Officer
C4A-AL01: Allowance Application
• Description:– This function allows Student Welfare Officer
(SWO) to create a new allowance application or review existing applications.
• Granted Role: – Student Welfare Officer (SWO)
• Menu Path: – Home > Student Financials > Student
Allowances > Allowance Application
How to use
1. Navigate via menu path:
Home > Student Financials > Student Allowances > Allowance Application
2. Click Add a New Value tab
3. Enter Academic Institution value
4. Enter Student ID value
5. Select Allowance Type value
6. Click the Add button
Add New Application
Note:
1. Fill in ALL the required fields.
2. Click on the ADD button.
Navigation: Home > Student Financials > Student Allowances > Allowance Application
Student Details
Family Details
Fill in the rest of the fields
Save the Allowance Application
Clicking the ‘Save’ button will save the application page.
Application is a Success
1. Successful Application will be routed for approval.
2. Unsuccessful Application will be automatically rejected and the reason will be posted in the Remarks field.
Flowchart: Manage Student Allowances
1.
Add New Allowance Application
2.
Approval by School Principal
3.
Approval by MOE DS Officer
C4A-AL02: Allowance Application Approval : Principal of the School
• Description:– This function allows the Approvers to approve
or deny an allowance application.
• Granted Role: – Principal of the School– Department of Schools (JSS)
• Menu Path: – Home > Worklist
How to use
1. Login as First Approver (Principal)
2. Navigate to Home > Worklist
3. Search for the required link to Allowance Application page
4. Click on the required link
5. First Approval – Approve Application
6. Application Status will be automatically changed to Pending Application Approval
Navigate
Search for Allowance Application
Note:Look for Student ID and
the Application ID
Approver – Principal of the School
Note:Principal Denies –
Application will not be routed to second approver.
Note:Principal Approves –
Application will be routed to the second approver.
Flowchart: Manage Student Allowances
1.
Add New Allowance Application
2.
Approval by School Principal
3.
Approval by MOE DS Officer
How to use – Department of Schools (JSS)
1. Login as Second Approver (Department of Schools - JSS)
2. Navigate to the screen via menu path
3. Search for the required link to Allowance Application page
4. Click on the required link
5. Enter the Approval Reference Number
6. Second Approval – Approve Application
7. Application Status: Approved
Approver – Department of Schools (JSS)
Note:Follow the same steps as the School Principal to get
to this page (Allowance Application Page)
Application Status: Approved
Process Flow
Allowance Application Disbursement Termination Generate
Reports
Flowchart: Disburse Allowance
1. Calculate Disbursement Amount
2. Route Allowance Amount for Approval
3. Approval by School Principal
4. Create Voucher in TAFIS
5.View the allowance amount posted
C4A-AL03: Calculate Disbursement Amount
• Description:– This process selects all students who are
eligible for allowance payment. For each student, the process calculates the allowance amount based on the student’s attendance.
• Granted Role: – Student Welfare Officer
• Menu Path: – Home > Student Financials > Student
Allowances > Allowance Disbursement
How to use
1. Navigate to the screen via menu path:Home > Student Financials > Student
Allowances > Allowance Disbursement
2. Click on the Add New Value tab
3. Enter Run Control ID value
4. Click on the Add button
5. Direct to Disburse Allowance page
Add a New Value
Note:
1. Enter any value in the Run
Control ID field.
2. Click on the ADD button.
Navigation: Home > Student Financials > Student Allowances > Allowance Disbursement
Calculate Disbursement Amount Process
Process Scheduler Request
Process Instance and Process Monitor
Details Link
View Log/Trace Link
View Log/Trace Page
Batch Number
It is IMPORTANT that the Batch ID generated is
remembered. It is to be used in the next processes.
Flowchart: Disburse Allowance
1. Calculate Disbursement Amount
2. Check for Students and Route for Approval
3. Approval by School Principal
4. Create Voucher in TAFIS
5.View the allowance amount posted
C4A-AL03: Allowance Disbursement Amount
• Description:– This function allows Student Welfare Officer
(SWO) to check the disbursement amount for each student selected in the Batch and send it for approval.
• Granted Role: – Student Welfare Officer
• Menu Path: – Home > Student Financials > Student
Allowances > Allowance Disbursement Amount
How to use
1. Navigate to the screen via menu path:Home > Student Financials > Student Allowances > Allowance Disbursement Amount
2. Find an Existing Value tab
3. Enter Batch ID value
4. Click on the Search button
5. Direct to Allowance Disbursement Amount page
6. Verify Information
7. Click on the Submit Button
8. Allowance Disbursement Amount will be routed for approval.
Batch ID
Navigation: Home > Student Financials > Student allowances > Allowance Disbursement Amount
Submit Application
Route for Approval
Flowchart: Disburse Allowance
1. Calculate Disbursement Amount
2. Check for Students and Route for Approval
3. Approval by School Principal
4. Create Voucher in TAFIS
5.View the allowance amount posted
C4A-AL04: Allowance Disbursement Approval:Principal of School
• Description:– This function allows Principal to approve the
Allowance amount to be disbursed.
• Granted Role: – Principal of the School
• Menu Path: – Home > Worklist
How to use
1. Navigate to the screen via menu path
2. Search for the page link
3. Direct to Allowance Disbursement Approval page
4. Click on the Approve All button
5. Change the Approval Status to Denied if particular students do not meet criteria
6. Click on the Submit button
Navigate
Search for the page link
Note:Look for the
Group ID
Allowance Disbursement Page
Change Approval Status
Submit
Approved
Flowchart: Disburse Allowance
1. Calculate Disbursement Amount
2. Check for Students and Route for Approval
3. Approval by School Principal
4. Create Voucher in TAFIS
5.View the allowance amount posted
Important Notes
• Student Welfare Officer creates a Payment Voucher in TAFIS for payment to the students.
Flowchart: Disburse Allowance
1. Calculate Disbursement Amount
2. Check for Students and Route for Approval
3. Approval by School Principal
4. Create Voucher in TAFIS
5.View the allowance amount posted
C4A-AL04: Student Allowance Disbursement
• Description:– This page allows teachers and principals to
view the allowance amount posted for each students over the years.
• Granted Role: – Student Welfare Officer
• Menu Path: – Home > Student Financials > Student
Allowances > Student Disbursement Amount
How to use
1. Navigate to the screen via menu path:Home > Student Financials > Student
Allowances > Student Disbursement Amount
2. Enter a value in the Student ID field
3. Click on the Search button
4. Student Allowance Disbursement page
5. Verify Information
Navigate
Navigation: Home > Student Financials > Student Allowances > Student Disbursement Amount
Verify Information
Process Flow
Allowance Application Disbursement Termination Generate
Reports
Flowchart: Terminate Allowance for Clearance
Termination Type
Individual Student
Transferred, Withdrawn or
Graduated Students
1.
Run Termination
Process
2.
Verify Termination
Status
Students under
Clearance
1.
Send Termination
Request
2.
Approval by School Principal
3.
Approval by MOE DS
Officer
Flowchart: Terminate Allowance for Clearance
Termination Type
Individual Student
Transferred, Withdrawn or
Graduated Students
Students under
Clearance
1.
Send Termination
Request
2.
Approval by School Principal
3.
Approval by MOE DS
Officer
C4A-AL05: Allowance Termination for Clearance
• Description:– This function allows Student Welfare Officer to
terminate the allowance for all students who have Transferred, Withdrawn, Graduated from the school. No approval for this process.
• Granted Role: – Student Welfare Officer
• Menu Path: – Home > Student Financials > Student
Allowances > Terminate Allowance
How to use
1. Navigate to the screen via menu path:Home > Student Financials > Student
Allowances > Terminate Allowance
2. Click Add a New Value tab
3. Enter a value in Run Control ID field
4. Click the Add button
5. Direct to Terminate Allowance page
Navigate
Note:
1. Enter any value in the Run
Control ID value.
2. Click on the ADD button.Navigation: Home > Student Financials > Student Allowances > Terminate Allowance
Terminate Allowance Process
Process Scheduler Request Page
Process Monitor link
Process Monitor Page
Process Detail Page - View Log/Trace link
View Log/Trace Page – Log File
Log file
Check Terminated Applicant
Navigation: Home > Student Financials > Student Allowances > Allowance Application
Verify Terminated Application
C4A-AL06: Allowance Termination for Individual Student
• Description:– This function allows Student Welfare Officer to
terminate allowance for individual students. This termination request requires approval.
• Granted Role: – Student Welfare Officer
• Menu Path: – Home > Student Financials > Student
Allowances > Allowance Application
Flowchart: Terminate Individual Allowance
Termination Type
Individual Student
Transferred, Withdrawn or
Graduated Students
1.
Run Termination
Process
2.
Verify Termination
Status
Students under
Clearance
1.
Send Termination
Request
2.
Approval by School Principal
3.
Approval by MOE DS
Officer
How to use
1. Navigate to the screen via menu path:Home > Student Financials > Student Allowances > Allowance Application
2. Click Find an Existing Value tab
3. Enter a value in Academic Institution field
4. Enter a value in Student ID field
5. Click on the Search button
6. Direct to Allowance Application page
7. Click on Application Status drop-down menu
8. Click on the “Allowance Termination Request”
9. Click on the Save button
Navigate
Navigation: Home > Student Financials > Student Allowances > Allowance Application
Terminate Process
Save
Message Box
C4A-AL07: Allowance Termination for Individual Student
• Description:– This function allows the approvers to approve
or deny Termination Request.
• Granted Role: – School Principal– Department of Schools (JSS)
• Menu Path: – Home > Worklist
How to use
1. Navigate to the screen via menu path
2. Search for the required link
3. Direct to Allowance Termination Request page
4. Click on the Approve button
5. Request routed to Second Approver
Navigate
Link
Note:Look for Student ID and the Reference Number
School Principal – First Approver
Note:Approved > Second Approver
Department of Schools (JSS) - Second Approver
Note:Follow the same steps as the School Principal to get
to this page (Allowance Termination Request).
Verify Application – Allowance Application Page
Process Flow
Allowance Application Disbursement Termination Generate
Reports
Generate Reports
Create Rejection
Letter
Generate List of Allowance Applications
Generate List of Allowance
Payments
Generate Reports
Create Rejection
Letter
Generate List of Allowance Applications
Generate List of Allowance
Payments
C4A-AL8: Rejection Letter
• Description:– This function allows Student Welfare Officer to
create Rejection Letter for unsuccessful applicants
• Granted Role: – Student Welfare Officer
• Menu Path: – Home > Student Financials > Student
Allowances > Allowance Rejection Letter
How to use
1. Navigate to the screen via menu path:Home > Student Financials > Student
Allowances > Allowance Rejection Letter
2. Click on the Add a New Value tab
3. Enter a value in the Run Control ID field
4. Click on the Add button
5. Allowance Rejection Letter page
Navigate
Navigation: Home > Student Financials > Student Allowances > Allowance Rejection Letter
How to use
1. Navigate to the screen via menu path
2. Enter a value in the Academic Institution, School, Run Option, Application Date, Application End Date, Today’s Date (Malay), Principal’s Name and Student ID fields
3. Click on the Run button
4. Process Scheduler Request page
5. Allowance Rejection Letter page
6. Click on the Report Manager link
7. Report Detail page
Select Run Option – Individual Student
List of Run Option:
1) By default, the field is blank.
2) ‘All Students’ – System will run a process
where all students whose applications are
‘Rejected’ in the School, will be selected for
Rejection Letter.
3) ‘Individual Student’ – System will run a
process and create the Rejection Letter for an
individual student.
Select Run Option – All Students
Note:Follow similar steps in Individual Student
process:
Take note Process Instance Number >
Report Manager > Find PDF file
Process Scheduler Request Page
Report Manager link
Administration page
Report Detail page > PDF file
PDF file
Generate Reports
Create Rejection
Letter
Generate List of Allowance Applications
Generate List of Allowance
Payments
C4A-AL8: Generate List of Allowance Applications
• Description:– This function allows Student Welfare Officer to
generate report to list out all students who applied for allowance.
• Granted Role: – Student Welfare Officer
• Menu Path: – Home > Reporting Tools > Query > Query
Viewer
How to use
1. Navigate to the screen via menu path:Home > Reporting Tools > Query > Query Viewer
2. Enter MOE_ALLOWANCE_APPLICATIONS in the Begins with field
3. Click on the Search button
4. Click on the HTML link to generate the report online
5. Enter values in the Institution, Allowance Type, Application Status and Application Date fields
6. Click on the View Result button
7. Click on the Excel Spreadsheet link to export the list as an Excel file.
Navigate
Navigation: Home > Reporting Tools > Query > Query Viewer
HTML Link
Enter fields
Excel File
Generate Reports
Create Rejection
Letter
Generate List of Allowance Applications
Generate List of Allowance
Payments
C4A-AL8: Generate List of Allowance Payments
• Description:– This function allows Student Welfare Officer to
generate report to list out all students who have allowance payments.
• Granted Role: – Student Welfare Officer
• Menu Path: – Home > Reporting Tools > Query > Query
Viewer
How to use
1. Navigate to the screen via menu path:Home > Reporting Tools > Query > Query Viewer
2. Enter MOE_ALLOWANCE_PAYMENT in the Begins with field
3. Click on the Search button
4. Click on the HTML link to generate the report online
5. Enter the values in the Institution, Allowance Type, Campus and Month fields.
6. Click on the View Result button
7. Click on the Excel Spreadsheet link to export the list as an Excel file.
Navigate
Navigation: Home > Reporting Tools > Query > Query Viewer
HTML Link
Enter fields
Excel File
End of Presentation
Thank You
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