The MuktaSoft module is a standardized solution offered on the DIGIT platform for managing MUKTA works related activities.

Key Features

The module supports the following vital functions -

1. View works details

2. Engage/disengage wage seekers

3. Create project completion requests

4. Track/update attendance

5. Process muster rolls

6. View bills

7. Download payment advice

8. Process purchase bills

9. Download artefacts such as work orders, BOQs, muster rolls, bills, project completion requests

10. Process estimate/work order/billing through workflows

Refer to the table below to understand the different user roles and the scope of action linked to each role.

Using MuktaSoft

This section guides you through the details of using the MuktaSoft application for specific roles. Click on the relevant role below to find more on how to use MuktaSoft.

1. Employee

2. Community-Based Organisation

On this page:

• View My Bills

• View My Requests

• Register Wage Seekers

My Bills

My Requests

Register Wage Seeker

On this page:

• View and track attendance

Track Attendance

On this page:

View Details

Engage Wage Seekers

The Estimate option enables employee users to -

• Access employee inbox

Inbox

Home Page > Estimates

Click on the Estimate Inbox Page on the home page.

• On the left side on the top feature menus are displayed.

• On the left side, the bottom panel displays the filters.

  1. Assigned to Me - The only estimates assigned to the logged-in user are displayed on the right side window.

  2. Assigned to All - It is default selected and hence the estimates assigned to anyone are displayed on the right side window.

  3. Ward- It filters the application based on the ward selected and then displays the result on the right side window.

  4. Workflow States - It appears only when the application type filter is selected and filters the application based on the application status selected and then displays the result on the right side window.

• On the top right side, search parameters are displayed, which allow you to search the estimate by Estimate Number, Project ID, and Project Type.

• On the bottom right side, a window is provided to list the estimates based on the default settings and applied filters and search parameters.

Search Estimate

Home Page > Estimates> Search Estimate

The search estimate enables ULB employees to find specific estimates using multiple filters.

Search Criteria

1. Ward

2. Project Type

3. Project Name

4. Estimate Number

5. Status

6. From Date

7. To Date

• At least one parameter is mandatory. Enter any one filter or more to search for an estimate.

• The system fetches the estimates created between the specified period by entering the date range in created from and created to. The From Date and To Date field is considered one parameter.

• Click on the Search button to view the search results.

• Click on the Reset button to renew the search using different parameters.

Search Result

1. Estimate Number

2. Project Name

3. Location

4. Prepared by

5. Status

6. Estimated Amount (₹)

View Estimate

Home Page > Estimates> Inbox > Search Estimate > Search Results

Click on the applicable Estimate Number from the search results to view the estimate details.

Create Estimate

Home Page > Estimates > Inbox > Create Estimate

To create an estimate for a project, search for the project using the search project feature. Open the project to view the details. Navigate to the Actions button on the bottom right corner and click on the Create Estimate option.

• Search for the project is searched using the Search Project.

• Click on the applicable Project ID from the search results list to view the project details.

• The complete project detail is displayed along with the attached documents and the Actions menu.

• Click on the Create Estimate option. This opens the Create Estimate page.

• The basic project details are displayed at the top of the page.

• The project details tab displays the full project details.

• Estimate details are captured in 2 grids - SOR/Non-SOR items and overhead.

• Enter the Item Description, Unit, Rate, and Estimated Quantity in the SOR/Non-SOR Grid. Click on Add Line Item button to append additional items.

• An overhead grid is provided to capture the GST and Supervision Charges.

• The total of SOR/ Non-SOR and overheads grids are displayed as Total Estimate Amount.

• An option to enter the Labour and Material cost is provided. Total these 2 can not be more than the total estimated amount.

• Upload the documents in the Relevant Documents section required to verify and approve the estimate.

• Click on Create Estimate button once the details are filled in. All fields marked with an asterisk are mandatory.

Create Workflows

Creator

The Estimate Creator (EC) is responsible for creating and forwarding the estimation along with relevant documents uploaded.

EV can

• Forward estimate

• Edit estimate

Create and Forward

Estimate creator (EC) has the rights to create an estimate for a project and then forward it to the verifier. On creation, the EC gets the forward dialog box from which the user optionally selects the verifier’s name as assignee name, add the comments if any, and then forward the estimate.

On Forward, the estimate is forwarded to the verifier and the success page is displayed with the success message and estimate number.

Edit

The estimate creator (EC) has the rights to edit the estimate in the case the estimate is sent back for any correction.

1. The estimate pending for correction is available on the Inbox. Else, search for the estimate using the search estimate.

2. Click on the estimate number to open the estimate and view the details.

3. Select the Edit from the Take Action. Estimate is opened into editable mode.

4. After edit, the submit estimate is again sent to the verifier for verification.

Verifier

The Estimate Verifier (EV) is responsible for verifying the estimation and supporting documents uploaded.

EV can

• Verify and forward estimate

• Send estimate back to EC

Verify and forward

The EV verifies and forwards the application if the documents and estimation provided in the estimate is found satisfactory and complete.

To verify and forward the estimate

1. The estimate pending for verification is available on the Inbox. Else, search for the estimate using the search estimate.

2. Click on the estimate number to open the estimate and view the details.

3. Select the Verify and Forward from the Take Action. A pop-up window is opened.

1. Select the estimate’s technical sanctioner’s name as Assignee Name.

2. Provide any additional information for the assignee in the comments section.

3. Click on the Choose Files button to upload any supporting documents.

4. Click on the Verify and Forward button. The application is forwarded to the technical sanctioner.

Send back

EV can send the estimate back to the EC for any corrections or if any vital document has not been uploaded.

To send the estimate back to the CE

1. The estimate pending for verification is available in the Inbox. Else, search for the estimate using the search estimate.

2. Click on the estimate number to open the estimate and view the details.

3. Select the Send Back from the Take Action. Pop-up window is opened.

1. State the reasons for sending the estimate back to the CE in the comments section.

2. Click on the Choose Files button to upload any supporting documents.

3. Click on the Send Back button. The estimate is placed into CE’s inbox and enabled for editing.

This section of the user manual guides you through the user login process and guides you through the details of using the MUKTASoft application for each role.

On this page:

Logging In

Home Page

Change Language

Change Password

Reset password

Login Page > Forgot Password

Logging out

Home > Profile > Logout

Work Order

Inbox

Home Page > Work Orders

From the Home Page on click of the Work Orders, Inbox Page is displayed.

1. On the left side on the top feature menus are displayed.

2. On the left side on the bottom Filters Panel is displayed with the filters.

   1. Assigned to Me - The only work orders assigned to the logged-in user are displayed on the right side window.

   2. Assigned to All - It is default selected and hence the work orders assigned to anyone are displayed on the right side window.

   3. Ward- It filters the application based on the ward selected and then displays the result on the right side window.

   4. Workflow States - It appears only when the application type filter is selected and filters the application based on the application status selected and then displays the result on the right side window.

3. On the right side of the top, search parameters are displayed, which allow you to search the work order by Work Order Number, Project ID, and Project Type.

4. On the right side on the bottom, a window is provided to list the work orders based on default setting and applied filters and search parameters.

Search

Home Page > Work Orders> Inbox > Search Work Order

The search work order enables ULB employees to search for a specific work order using different search parameters.

Search Criteria

1. Ward

2. Project Type

3. Project Name

4. Work Order Number

5. Status

6. Created From Date

7. Created To Date

1. At Least one parameter is mandatory. Enter anyone for more to search for a work order.

2. The system fetches the work order created between the specified period by entering the date range in created from and created to. From Date and To Date considered as one parameter.

3. Click on the Search button to view the search results.

4. Click on the Reset button to renew the search using different parameters.

Search Result

1. Work Order Number

2. Project Name

3. Name of CBO

4. Role of CBO

5. Location

6. Status

7. Amount

View

Home Page > Work Orders > Inbox > Search Work Orders> Search Results

The work order is searched using the search work order and then click on the work order number to see the detail.

1. Click on the work order number to view the work order details.

2. Complete work order details are displayed along with attached documents and the option to download the work order in PDF.

Create

Home Page > Work Orders > Inbox > Create Work Order

To create a work order for a project, a related estimate is searched and opened to view the details. Then from the view estimate page, action Create Work Order is clicked.

1. The estimate is searched using the Search Estimate and the search result is displayed.

2. Click on the Estimate Number to view estimate details.

1. Click on the action ‘Create Work Order’, then open to create work order page.

1. All the details are filled properly and then click on ‘Create Work Order’ to create the work order. Please make a note the fields marked with asterisk are mandatory to fill.

Overview

This section of the user manual guides you through the CBO login process. CBO represents community-based organizations that are using the MUKTASoft application online to manage their MUKTA works-related activities effectively.

On this page:

Log in

Home Page

Change Language

View Organisation Profile

Log out

Payment

<To be updated>

On this page:

• View and edit muster rolls

Muster Roll

The work in the finalized work list is called a project. The project option enables employees to -

• Search projects

• View project details

• Create projects

• Modify projects

Search Project

Home Page > Projects > Search Project

The search project option enables ULB employees to find specific projects using multiple filters.

Search Filters

1. Ward

2. Project Type

3. Project Name

4. Project ID

5. Created From

6. Created To

• At least one parameter is mandatory. Enter any one or more to search for a Project.

• The system fetches the estimates created between the specified period by entering the date range in created from and created to. The Created From and Created To are considered one parameter.

• Click on the Search button to view the search results.

• Click on the Reset button to renew the search using different parameters.

Search Result

1. Project ID

2. Project Name

3. Location

4. Project Cost

View Project Details

Home Page > Projects > Search Project > View Project Details

Search for the project to view details. Click on the Project ID to open and view the project page.

Create Projects

Home Page > Projects > Search Project > Create Project

• To create a project click on the Create New Project button. It takes the user to create a project form.

• Fill in all the required details and attach the relevant documents.

• Click on the Create Project. On successful creation of the project, the success page is displayed along with Project ID and options to go back to the Search Project, go back to the home page, or create an estimate for the project.

Modify Project

Home Page > Projects > Search Project > View Project > Modify Project

The project details can be modified to correct the fields that were wrongly entered at the time of creating the project. Search for the specific project and open it to view the details. Navigate to the Actions button and click on Modify Project.

The project details are in the edit mode. Make the required changes.

Registries

Wage Seekers

Search

Home > Wage Seekers / Sidebar Menu > Wage Seekers

1. From the homepage, click on Wage Seeker to search Wage Seeker.

2. Fill all the details inquired and click on Search.

Search Criteria

1. Ward

2. Wage Seeker Name

3. Wage Seeker ID

4. Mobile Number

5. Social Category

6. Created from Date

7. Created to Date

Search Result

Once you have filled all details and clicked on Search, it displays the following details:

1. Wage Seeker ID

2. Wage Seeker Name

3. Father/ Husband Name

4. Social Category

5. City

6. Ward

7. Locality

View

Sidebar Menu / Homepage > Wage Seeker > Search Wage Seeker > Wage Seeker Result > Wage Seeker ID > View Wage Seeker

1. To View the Wage Seeker, one must Search Wage Seeker.

2. Once you have filled all details and clicked on Search, it displays the Search Result

3. Click on the Wage Seeker ID in orange.

4. This displays the View Wage Seeker.

Modify

Sidebar Menu/ Homepage > Wage Seeker > Search Wage Seeker > Wage Seeker Result > Wage Seeker ID > View Wage Seeker > Modify Wage Seeker

To modify any details regarding Wage Seekers, one must view the Wage Seeker and then click on Modify at the bottom of the page. This will display all details of the Wage Seeker. Make necessary changes and click on Save at the bottom.

Organizations

Create

Home > Sidebar Menu/ Homepage > Organization > Search Organization > Create Organization

To Create Organization for a project

1. Click on Organization in the sidebar menu from the homepage and select to Create Organization. Alternatively, one can click on Organization from the homepage to view Search Organization and click on Add New Organization.

2. This will display the Create Organization Page with various details such as name of organization, functional details, contact, financial and location details to be filled.

3. Click on Create Organization after filling the details.

Search

Home >Sidebar Menu/ Homepage > Organisation > Search Organisation

To Search an Organisation for a project

1. Click on Organisation in the sidebar menu from the homepage and select to Search Organisation.

2. This will display the Search Organisation page where details such as Ward, Organisation Type, Name of the Organisation, Organisation ID needs to be filled.

3. This will view the Search Result; Organisation ID, Name of the Organisation, Organisation Type, Organisation Sub type, Address and the Status.

View

Home >Sidebar Menu/ Homepage > Organisation > Search Organisation > Organisation ID > View Vendor Organisation

1. Click on Organisation in the sidebar menu from the homepage and select to Search Organisation.

2. This will display the Search Organisation page where details such as Ward, Organisation Type, Name of the Organisation, Organisation ID needs to be filled.

3. This will view the Search Result; Organisation ID , Name of the Organisation, Organisation Type, Organisation Sub type, Address and the Status.

4. Click on Organisation ID to view the Vendor Organisation.

Modify

Home > Sidebar Menu/ Homepage > Organisation > Search Organisation > Organisation ID > View Vendor Organisation

To modify any details regarding Organizations, one must view the Organizations and then click on Modify at the bottom of the page. This will display all details of the Organization. Make necessary changes and click on Save at the bottom.

Technical Sanctioner

The Technical Sanctioner (TS) is responsible for technically sanctions the estimate.

TS can

• Technical sanction estimate

• Send the estimate back to EV

• Send the estimate back to EC

• Reject the estimate

Technical Sanction

The TS technically approves the estimate if the estimate is found technically correct.

To technically sanction the estimate

1. The estimate pending for verification is available on the Inbox. Else, search for the estimate using the search estimate.

2. Click on the estimate number to open the estimate and view the details.

3. Select the Send Back from the Take Action. A pop-up window is opened.

1. Select the estimate’s approver’s name as Assignee Name.

2. Provide any additional information for the assignee in the comments section.

3. Click on the Choose Files button to upload any supporting documents.

4. Click on the Technically Sanction button. The application is forwarded to the estimate approver.

Send Back

TS can send the estimate back to the EV for any clarification which is needed by TS to proceed further.

To send the estimate back to the EV

1. The estimate pending for technical sanction is available in the Inbox. Else, search for the estimate using the search estimate.

2. Click on the estimate number to open the estimate and view the details.

3. Select the Send Back from the Take Action. A pop-up window is opened.

1. State the reasons for sending the estimate back to the EV in the comments section.

2. Click on the Choose Files button to upload any supporting documents.

3. Click on the Send Back button. The estimate is placed into EV’s inbox.

Send back to originator

TS can send the estimate back to the EC for any corrections or if any vital document has not been uploaded.

To send the estimate back to the CE

1. The estimate pending for technical sanction is available in the Inbox. Else, search for the estimate using the search estimate.

2. Click on the estimate number to open the estimate and view the details.

3. Select the Send Back from the Take Action. A pop-up window is opened.

1. State the reasons for sending the estimate back to the CE in the comments section.

2. Click on the Choose Files button to upload any supporting documents.

3. Click on the Send Back button. The estimate is placed into CE’s inbox and the estimate enabled for editing.

Reject

The TS can reject the estimate if the documents and information furnished by the EC does not meet the prescribed guidelines.

To reject the estimate

1. The estimate Pending for Technical Sanction is available on the Inbox. Else, search for the estimate using the search estimate.

2. Click on the estimate number to open the estimate and view the details.

3. Select the Reject from the Take Action. A pop-up window is opened.

1. State the reasons for rejecting the estimate in the Comments section.

2. Click on the Choose Files button to upload any supporting documents.

3. Click on the Reject button. The estimate is rejected, and a notification is sent to the EC informing the same.

Approver

The Approver verifies the estimate and if the documents and estimation provided in the application is found satisfactory and complete and estimation amount as per the guideline, the estimate is approved.

Approver can

• Approve the estimate

• Send the estimate back to TS

• Send the estimate back to EC

• Reject the estimate

Approve

1. The estimate Pending for Approval is available in the Inbox. Else, search for the estimate using the search estimate.

2. Click on the estimate number to open the estimate and view the details.

3. Select the Approve from the Take Action. A pop-up window is opened.

1. Provide any additional information for the applicant in the Comments section.

2. Click on the Approve Files button to upload any supporting documents.

3. Click on the Approve button.The estimate is approved.

Send Back

To send the estimate back to the TS

1. The estimate pending for approval is available in the Inbox. Else, search for the estimate using the search estimate.

2. Click on the estimate number to open the estimate and view the details.

3. Select the Send Back from the Take Action. Pop-up window is opened.

1. State the reasons for sending the estimate back to the TS in the comments section.

2. Click on the Choose Files button to upload any supporting documents.

3. Click on the Send Back button. The estimate is placed into TS’s inbox.

Send back to originator

To send the estimate back to the CE

1. The estimate pending for technical sanction is available in the Inbox. Else, search for the estimate using the search estimate.

2. Click on the estimate number to open the estimate and view the details.

3. Select the Send Back from the Take Action. A pop-up window is opened.

1. State the reasons for sending the estimate back to the CE in the comments section.

2. Click on the Choose Files button to upload any supporting documents.

3. Click on the Send Back button. The estimate is placed into CE’s inbox and the estimate enabled for editing.

Reject

The Approver can reject the estimate if the documents and information furnished by the EC does not meet the prescribed guidelines.

To reject the application

1. The estimate Pending for Approval is available in the Inbox. Else, search for the estimate using the search estimate.

2. Click on the estimate number to open the estimate and view the details.

3. Select the Edit from the Take Action. A pop-up window is opened.

1. State the reasons for rejecting the estimate in the Comments section.

2. Click on the Choose Files button to upload any supporting documents.

3. Click on the Reject button. The estimate is rejected and a notification is sent to the EC informing the same.

Billing

Inbox

Home Page > Bills

From the Home Page on click of the Bills, the Inbox Page is displayed.

1. On the left side on the top feature menus are displayed.

2. On the left side on the bottom Filters Panel is displayed with the filters.

   1. Assigned to Me - The only bills assigned to the logged-in user are displayed on the right side window.

   2. Assigned to All - It is default selected and hence the bills assigned to anyone are displayed on the right side window.

   3. Ward- It filters the application based on the ward selected and then displays the result on the right side window.

   4. Workflow States - It appears only when the application type filter is selected and filters the application based on the application status selected and then displays the result on the right side window.

3. On the right side of the top, search parameters are displayed, which allow you to search the bill by Bill Number, Project ID, and Bill Type.

4. On the right side on the bottom, a window is provided to list the bills based on default setting and applied filters and search parameters.

Search

Home Page > Bills > Inbox > Search Bill

The search Bill enables ULB employees to search for a specific Bill using different search parameters.

Search Criteria

1. Ward

2. Bill Type

3. Project Name

4. Bill Number

5. Status

6. Created From Date

7. Created To Date

Search Result

1. Bill Number

2. Project Name

3. Location

4. CBO Name

5. Bill Type

6. Status

7. Bill Amount

View

Home Page > Bills > Inbox > Search Bill > Search Results

The bill for which the details to be displayed is searched using Search Bill and then opened by clicking on bill number.

1. Click on the Bill Number to view the Bill details.

2. Complete bill details are displayed along with attached documents and the option to download the bill in PDF.

Create

Home Page > Bills > Inbox > Create Bill

To create a bill for a project, the work order for the project is searched using the search work order and opened to view the details. Then from the view work order page, the action Create Purchase Bill is clicked. Other bills, wages and supervision are created automatically.

1. A work order is searched using the Search Work Order and the search result is displayed.

2. Click on the Work Order Number to view the work order details.

3. Click on the Create Purchase Bill from the action.

1. Create Purchase Bill page is opened.

1. Fill all the relevant details properly and then forward the application.

1. On successful completion, the success page is displayed along with the bill number.

Workflow

Creator

The Bill Creator (BC) is responsible for creating and forwarding the Purchase Bill along with relevant documents uploaded.

Note: Please note that the other 2 bills viz. Wage and Supervision Bills are created automatically by the system.

BC can

• Create and forward purchase bill

• Edit purchase bill

Create and Forward

Bill creator (BC) has the rights to create a bill for a project and then forward it to the verifier. On creation, the BC gets the forward dialog box from which the user optionally selects the verifier’s name as assignee name, add the comments if any, and then forward the bill.

On forward, the bill is forwarded to the verifier and the success page is displayed with the success message and bill number.

Edit

The bill creator (BC) has the rights to edit the bill in the case the bill is sent back for any correction.

1. The bill pending for correction is available in the Inbox. Else, search for the bill using the search bill.

2. Click on the bill number to open the bill and view the details.

3. Select the Edit from the Take Action. Bill is opened into editable mode.

Verifier

The Bill Verifier (BV) is responsible for verifying the bill and supporting documents uploaded.

BV can

• Verify and forward Bill

• Send Bill back to BC

Verify and forward

The BV verifies and forwards the Bill if the documents and information provided in the Bill is found satisfactory and complete. To verify and forward the Bill

1. The bill pending for verification is available in the Inbox. Else, search for the bill using the search bill.

2. Click on the bill number to open the bill and view the details.

3. Select the Verify and Forward from the Take Action. A pop-up window is opened.

4. Select the approver’s name as Assignee Name.

5. Provide any additional information for the assignee in the comments section.

6. Click on the Choose Files button to upload any supporting documents.

7. Click on the Verify and Forward button. The bill is forwarded to the approver.

Send back

BV can send the Bill back to the BC for any corrections or if any vital document has not been uploaded. To send the Bill back to the BC.

1. The bill pending for verification is available in the Inbox. Else, search for the bill using the search bill.

2. Click on the bill number to open the bill and view the details.

3. Select the Send Back from the Take Action. A pop-up window is opened.

4. State the reasons for sending the bill to BC in the comments section.

5. Click on the Choose Files button to upload any supporting documents.

6. Click on the Send Back button. The bill is placed into BC’s inbox and the bill enabled for editing.

Approver

The Approver verifies the bill and if the documents and information provided in the bill is found satisfactory, complete, and as per the guideline, the bill is approved.

Approver can

• Approve the bill

• Send the bill back to BV

• Send the bill back to BC

Approve

1. The bill Pending for Approval is available in the Inbox. Else, search for the bill using the search bill.

2. Click on the bill number to open the bill and view the details.

3. Select the Approve from the Take Action. A pop-up window is opened.

4. Provide any additional information in the Comments section.

5. Click on the Approve Files button to upload any supporting documents.

6. Click on the Approve button. The bill is approved.

Send Back

To send the bill back to the BV

1. The bill pending for approval is available in the Inbox. Else, search for the bill using the search bill.

2. Click on the bill number to open the bill and view the details.

3. Select the Send Back from the Take Action. A pop-up window is opened.

4. State the reasons for sending the bill back to the BV in the comments section.

5. Click on the Choose Files button to upload any supporting documents.

6. Click on the Send Back button. The bill is placed into BV’s inbox.

Send back to originator

To send the bill back to the BC

1. The bill pending for approval is available in the Inbox. Else, search for the bill using the search bill.

2. Click on the bill number to open the bill and view the details.

3. Select the Send Back from the Take Action. A pop-up window is opened.

4. State the reasons for sending the bill back to the BC in the comments section.

5. Click on the Choose Files button to upload any supporting documents.

6. Click on the Send Back button. The bill is placed into BC’s inbox and the bill enabled for editing.

Workflow

Creator

The Work Order Creator (WC) is responsible for creating and forwarding the work Order along with relevant documents uploaded.

WC can

• Create and forward work order

• Edit work order

Create and Forward

Work order creator (WC) has the rights to create a work order for a project and then forward it to the verifier. On creation, the WC gets the forward dialog box from which the user optionally selects the verifier’s name as assignee name, add the comments if any, and then forward the work order.

On Forward, the work order is forwarded to the verifier and the success page is displayed with the success message and work order number.

Edit

The Work order creator (WC) has the rights to edit the work order in the case the work order is sent back for any correction.

1. The work order pending for correction is available in the Inbox. Else, search for the work order using the search work order.

2. Click on the work order number to open the work order and view the details.

3. Select the Edit from the Take Action. Work order is opened into editable mode.

Verifier

The Work Order Verifier (WV) is responsible for verifying the work order and supporting documents uploaded.

WV can

• Verify and forward work order

• Send work order back to WC

Verify and forward

The WC verifies and forwards the application if the documents and information provided in the work order is found satisfactory and complete.

To verify and forward the work order

1. The work order pending for verification is available in the Inbox. Else, search for the work order using the search work order.

2. Click on the work order number to open the work order and view the details.

3. Select the Verify and Forward from the Take Action. A pop-up window is opened.

1. Select the approver’s name as Assignee Name.

2. Provide any additional information for the assignee in the comments section.

3. Click on the Choose Files button to upload any supporting documents.

4. Click on the Verify and Forward button. The work order is forwarded to the approver.

Send back

WV can send the work order back to the WC for any corrections or if any vital document has not been uploaded.

To send the work order back to the WE

1. The work order pending for verification is available in the Inbox. Else, search for the work order using the search work order.

2. Click on the work order number to open the work order and view the details.

3. Select the Send Back from the Take Action. A pop-up window is opened.

1. State the reasons for sending the work order back to WE in the comments section.

2. Click on the Choose Files button to upload any supporting documents.

3. Click on the Send Back button. The work order is placed into WE’s inbox and the work order enabled for editing.

Approver

The Approver verifies the work order and if the documents and information provided in the work order is found satisfactory, complete and as per the guideline, the work order is approved.

Approver can

• Approve the work order

• Send the work order back to WV

• Send the work order back to WC

• Reject the work order

Approve

1. The work order Pending for Approval is available in the Inbox. Else, search for the work order using the search work order.

2. Click on the work order number to open the work order and view the details.

3. Select the Approve from the Take Action. A pop-up window is opened.

1. Provide any additional information in the Comments section.

2. Click on the Approve Files button to upload any supporting documents.

3. Click on the Approve button. The estimate is approved.

Send Back

To send the work order back to the WV

1. The work order pending for approval is available in the Inbox. Else, search for the work order using the search work order.

2. Click on the work order number to open the work order and view the details.

3. Select the Send Back from the Take Action. Pop-up window is opened.

1. State the reasons for sending the work order back to the WV in the comments section.

2. Click on the Choose Files button to upload any supporting documents.

3. Click on the Send Back button. The work order is placed into WV’s inbox.

Send back to originator

To send the work order back to the WE

1. The work order pending for approval is available in the Inbox. Else, search for the work order using the search work order.

2. Click on the work order number to open the work order and view the details.

3. Select the Send Back from the Take Action. A pop-up window is opened.

1. State the reasons for sending the work order back to WE in the comments section.

2. Click on the Choose Files button to upload any supporting documents.

3. Click on the Send Back button. The work order is placed into WE’s inbox and the work order enabled for editing.

Reject

The Approver can reject the work order if the documents and information furnished by the WC does not meet the prescribed guidelines.

To reject the work order

1. The work order Pending for Approval is available in the Inbox. Else, search for the work order using the search work order.

2. Click on the work order number to open the work order and view the details.

3. Select the Edit from the Take Action. A pop-up window is opened.

1. State the reasons for rejecting the work order in the Comments section.

2. Click on the Choose Files button to upload any supporting documents.

3. Click on the Reject button. The work order is rejected, and a notification is sent to the WC informing the same.