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v2.4

DIGIT

The Digital Governance Platform

DIGIT Urban Stack is a set of Open APIs, services, and reference implementations, setup as a public good, to allow government entities, businesses, startups, and civil society to use a unique digital Infrastructure and build solutions for urban India at a large scale. It provides a set of open standards, specifications and documentation to create a level playing field and enable ecosystem players to innovate on the stack. As a public good, the platform is provided without profit or restriction to all members of society.

Open Source - DIGIT is Open Source and has been built using the best in class Open Source technology stacks powering the most advanced companies in the world. DIGIT is able to provide the lowest total cost of ownership and helps ensure that governments retain strategic control of their systems and data.
Mobile-Enabled - DIGIT has adopted a mobile-first approach, with robust mobile applications enabling citizens to easily access government services through their phones. Government officials and field workers are also empowered with mobile applications that enable them to deliver 24×7 governance with ease.
Real-time Dashboards - DIGIT’s real-time dashboards provide governments with actionable insights on demand. Administrators and department heads are empowered with verified data that enables them to manage their work and budgets better. Field level employee reports enable effective performance management and ensure efficient usage of government resources.

Our Core Principles

DIGIT focuses on inclusion and is designed on the principle of enhancing both platform openness and choice for citizens. The platform uses open APIs and standards, creating a powerful framework to drive convergence across the multiple systems currently in use and to lower the barrier to entry for locally-developed solutions. Keeping in mind that most Indians use the internet through their phones, we follow and advocate a “mobile-first” approach, while supporting multi-channel access to accommodate diverse needs and preferences.

Know more about our Ecosystem or Contact Us for more details.

Open Events

DIGIT 2.3 & 2.4 Release Highlights Webinar - 18 June 2021 (3 - 4.30 PM)

We have organized an interactive webinar session to walk you through the new developments on the DIGIT platform. The session will also address any queries you may have in context to the release features and platform upgrades.

Business Heads, Program Managers, Business Analysts, Solution Architects, and DevOps Engineers will find this session useful.

Architecture

DIGIT Infra and architecture details

DIGIT is India’s largest open-source platform for Urban Governance. It is built on OpenAPI (OAS 2.0) and provides API based access to a variety of urban/municipal services enabling state governments and city administrators to provide citizen services with relevant new services and also integrating the existing system into the platform and run seamlessly on any commercial/on-prem cloud infrastructure with scale and speed.

Key Architecture Highlights

DIGIT is a microservices-based platform that is built to scale. Microservices are small, autonomous and developer-friendly services that work together.

A big software or system can be broken down into multiple small components or services. These components can be designed, developed & deployed independently without compromising the integrity of the application.
Parallelism in development: Microservices architectures are mainly business-centric.
MicroServices have smart endpoints that process info and apply logic. They receive requests, process them, and generate a response accordingly.
Decentralized control between teams, so that its developers strive to produce useful tools that can then be used by others to solve the same problems.

MicroServices architecture allows its neighbouring services to function while it bows out of service. This architecture also scales to cater to its clients’ sudden spike in demand.
MicroService is ideal for evolutionary systems where it is difficult to anticipate the types of devices that may be accessing our application.

Multi-layer Architecture

DIGIT follows Multilayer or n-tiered distributed architecture pattern. As seen in the illustration above there are different horizontal layers with some set of components eg. Data Access Layer, Infra Services, Business Services, different modules layers, client Apps and some vertical adapters. Every layer consists of a set of microservices. Each layer of the layered architecture pattern has a specific role and responsibility within the application.

Layered architecture increases flexibility, maintainability, and scalability
Multiple applications can reuse the components
Parallelism
Different components of the application can be independently deployed, maintained, and updated, on different time schedules
Layered architecture also makes it possible to configure different levels of security to different components
Layered architecture also helps users test the components independent of each other

Roadmap

Key themes and deliverables

Roadmap Overview

Commitment and transparency are deeply ingrained values defining our product development approach. We are constantly developing new capabilities to facilitate the digital transformation of our cities. Take a glimpse into our DIGIT Roadmap to learn more about our upcoming tools and features.

Theme

Description

Widen Urban Mission Impact

Product feature enhancements and concentrated focus on increasing adoption

Champion Societal Missions

New products to address the sanitation issues facing urban areas and public finance management solutions

Promote Usability and Accessibility

Create integrated user experience with a key focus on flexibility, accessibility, quality of service; Optimized user experience

Enhance Platform Capabilities

Adopt improvements on the platforms that will address some key issues like privacy, security as well as adding new capabilities like GIS

Drive Product Research and Innovation

Identify high-impact research and product innovation areas through validation, understanding the domain, and processes involved

Quarter 1 - April to June 2021

Release Date: 01/06/2021

Beta date:

GA date:

Property Tax -

Open dashboards for citizens - Public dashboards with tax defaulter's info, documents required to avail services, open payments and more
Standardized reports - Out of box report and dashboard for the product as a partner enablement initiative
Receipt cancellation - Upgrade the UI and UX for the remaining use cases to provide uniform UX to the citizens and employees across all products.
Arrear breakup
UX revamp - interface changes designed to enhance usability and performance
Pending dues
Historical or past data about the property

Online Building Plan Approval System (OBPAS) -

eDCR productization to enable conversion from dxf to pdf - redrawing the required diagrams from the composite input Plan with endpoints referred for taking a measurement and displaying the actual measured value in a different color

Public Grievances & Redressal (PGR) -

Reap benefit integration

mCollect -

Standardized reports - Out of box report and dashboard for the product

Finance -

Receipt Changes. Multi-bank, SL wise recording - Allow multiple bank mapping to a business service

Adoption & Enhancements

Auto escalation on breach of SLA
Standardization (ontologies/localization/workflow)
PII audit across all products
Identify gaps in privacy across roles and use cases
Kibana dashboards for products
Intuitive UI elements for added ease and convenience

Quarter 2 - July to September 2021

Release Date: 01/09/2021

Beta date:

GA date:

Property Tax -

Simplified Push Payments BBPS, demand base system - Internalize BBPS integration in the product and enable out of box implementation to increase citizen-led payment
Implementing registry principles in PT - Identify and plug the gaps in the current PT registry
Data uploader using excel files - User interface to allow the upload of legacy data excel files to upload legacy data in the product

Public Grievances & Redressal (PGR) -

Multi-selection of complaints & bulk action - Employees can select multiple complaints and perform actions (like allocation) in a couple of steps

mCollect -

Collection extension for other services like PT, TL - Enable collection of the core taxes through the mCollect interface

FSM -

Whatsapp POC - WhatsApp as a channel for citizens to request desludging
OCR POC - Use Optical character recognition to get test result info by taking a photograph instead of manually entering the figures
Scheduling - Manage schedule for the desludging vehicles on a daily basis

Standardization and Simplification -

Standardization of Master Data, Configurations, Taxonomies for ease of deployment

Knowledge assets, Tools, Documentation -

Self-help demo setup - product videos to assist users with key module workflows
Product Training material - help links and how-to articles

Quarter 3 - October to December 2021

Release Date: 01/12/2021

Beta date:

GA date:

Property Tax -

Capital rules-based assessments supporting the product
Amalgamation of property / Bifurcation of property - feature enhancement to manage amalgamation or division of a property use cases

PGR -

Third-party integration with national or local initiatives - Expand capabilities to allow complaints lodged via National Initiatives (Like Swachta) to be routed to DIGIT's PGR for action

mCollect -

POS integration - Out of box app to integrate with POS machines on the field

Finance -

TP collection reconciliation - Third-party collection reconciliation framework

FSM -

Vehicle tracking - Track the desludging vehicles that are servicing the requests from citizens
Integration with IoT devices - Integrating IoT devices to track performance and assess standards at FSTP plant
FSTP performance tracking - Building capability for the treatment operators to track the performance of various treatment plants

Adoption -

Rollout dashboards
Automating infra uptime and tracking incidences via a dashboard
Bots - CSV to system data transfer
Bots - email id
National dashboard - POC
Mobile app
Findability/access to multiple channels -
- Product packaging

Quarter 4 - January to March 2022

Release Date: 01/03/2022

Beta date:

GA date:

Property Tax -

Explore PT integration with other departments like stamps and registration - the key objective is to increase the coverage of the property tax base of the ULB and also identify the revenue leakage points in the ULB

FSM -

Abstraction to business models - Abstracting the core components of various business models across containment/transport/treatment/reuse so that any state can use the platform
Marketplace - Having a marketplace model that connects desludging operators with citizens and manages the entire logistics chain
Open dashboards/data (for researchers) - Creating a one-stop solution for accessing key data points in the FSM space

Adoption and Enhancements -

BBPS integration - BBPs has multiple modes of payment - cash, transfer cheques, and electronic modes
Offline to online driven adoption (QR codes, redesign of receipts, etc) - critical in providing awareness of onboarding on the digital medium and a key catalyst for boosting online adoption
Pair with Whatsapp portal - Provide an alternative channel for the citizen to avail services, eliminating the dependency on other traditional channels
IVRS integration - Interactive Voice Response, a phone call based channel for availing services like Grievance Redressal
CSC integration - Inclusion of CSC/ Sewa Kendras as a channel for providing DIGIT services to Citizens

Release Notes

New release features, enhancements, and fixes

Release Summary

DIGIT 2.4 is the latest release that has got new modules, a few functional changes, and non-functional changes.

Functional: eChallan module, WhatsApp Bill Payment, Property Tax Citizen flow UI/UX revamp Arrears Breakup in Property Tax Due, and Send back to Citizen feature in Fire NOC.
Non-functional: Platform Security Audit fixes, Hindi Localization, QA Automaton of APIs, and Technical improvements.

New ‌Feature Additions

S.No.

Feature

Description

eChallan module

Generate e-challans / bill for all miscellaneous / Adhoc services which citizens avail from ULBs
Edit/Cancel e-challan/bill
The ability for ULBs to Notify citizens about the outstanding payments - Online(email & SMS) and offline.
Enable Digital payments for citizens - QR code, payment link in notifications, etc.

WhatsApp Bill Payment and PGR v2 integration with redesigned Chatbot (xState)

Bill Payment:

Search and View Bill `
1. View my Bills
2. Search Bills Based on
  1. Consumer Number
  2. Application Number
  3. Mobile Number etc
3. View Bill
  1. Amount Due
  2. Bill copy (PDF)
Payment
1. Pay bills through quick payment links
2. Payment confirmation/failure notification
3. Payment receipt (PDF) on successful payment
Multi-Language Support
1. Hindi Localization (For Chats)

PGR:

Geo-Location tagging
Two steps complaint category and type
Hindi Localization (For Chats)
PGR v1 & v2 support

Property Tax Citizen flow UI/UX revamp

Updated workflows and user interface changes in the following business cases -

PT - Quick Pay
Create Property
My Properties
My Applications

Enhancements

S.No.

Updated Feature

Description

Fire NOC Enhancements

Send back to Citizen in Fire NOC

Property Tax Enhancements

Arrears Breakup in Property Tax Due

Hindi Localization

Hindi Localization of all labels, messages, notifications, and MDMS drop-down data of all the modules

QA Automaton of APIs

APIs automation for

Core Services
Business Services
Municipal Services
- End to End APIs automation for Property Tax, Trade License, mCollect, Water & Sewerage, Fire NOC, Building Plan Approval, FSM, and PGR.

Platform Security Audit fixes

Listed below are the security vulnerabilities identified as part of the security audit. Few of them are as per design and justification is provided for these. Others are fixed at the code level.

Privilege Escalation
Failure to restrict URL Access
Insecure direct object references (IDOR)
Malicious file upload leads to Cross Site scripting
Improper Authentication
Missing Account Lockout
Request Throttling Attack
Weak Encoding Mechanism
Sensitive Information in URL
Lack of Automatic Session Expiration
Concurrent Session
Improper Error Handling
Improper Input Validation
Mail Command Injection
Use of hardcoded credentials
Use of sensitive information into configuration file
Exclude unsanitized user input from format strings
HTTP Parameter Pollution
Standard pseudo-random number generators cannot withstand cryptographic attacks
Weak cryptographic hash
Insecure SSL configuration
Improper Neutralization of CRLF Sequences in HTTP Header
Avoid Capturing Java.Lang Security Exception
Always normalize system inputs
Avoid the Command Throws within Finally
Close Input and Output resources in finally block
Cross Site Request Forgery
Cross Site Scripting - Stored
Insufficient Cookie Attributes
Code Injection
Exclude unsanitized user input from format strings
Avoid data submissions to non-editable fields
Potential Infinite Loops
Avoid dangerous J2EE API, use replacements from security-focused libraries (like OWASP ESAPI)
Do not allow external input to control resource identifiers
The setter method for an identifier property (id or composite-id) should be private

Technical Improvements

PDF service refactoring for Localization API calls optimization
Timezone configuration support for all the services
Standard product Workflow bundling as part of the product

eDCR Enhancements

Enhanced Door, to support door widths with color code. The color code is used to identify the type of door
Fix of security audit issues
Cleanup unused code and database tables

Finance

Hard coded sub domain formation logic changed, preparing dynamic sub domain url by reading env from the configuration
Fixed the security audit issues

‌Document Resources and Links

UI Technical Documents

Backend Service Documents

Tech Enablement Documents

MDMS Configuration & Service Build Updates

Configuration changes and service build details

MDMS Changes

Config Changes

Infra Changes

Service Build Updates

WhatsApp Channel Release Notes

WhatsApp channel v2 release details

Overview

This release leverages the capabilities of WhatsApp as an additional channel for citizens to view bills/ make payments for a particular module service. Extended capabilities include improvements in the Public Grievance Redressal module and localization support to assist ease of use.

Release Highlights

Search and View Bill `
1. View my Bills
2. Search Bills Based on
  1. Consumer Number
  2. Application Number
  3. Mobile Number etc
3. View Bill
  1. Amount Due
  2. Bill copy (PDF)
Payment
1. Pay bills through quick payment links
2. Payment confirmation/failure notification
3. Payment receipt (PDF) on successful payment
Multi-Language Support
1. Hindi Localization (For Chats)
Improvements in Public Grievance Redressal Module
1. Two-Step Complaint List (By Type & Subtype)
2. Geo-Location Tagging

Release Features

Key Feature

Description

Selection of Desired Service

Allows Citizen to select the following via WhatsApp Chat :

File Complaint
Track Complaint
Pay Bills and Fees
View Payments Receipts
Change Language

Pay Bills & Fees

Allows Citizen to view the current outstanding bills with respect to applicable the modules, where his/ her mobile number is linked. The following information is displayed in the message :

Module Name
Amount to be paid
Due Date
Payment Link

View Payment Receipts

Allows Citizens to view past payment receipts with respect to applicable modules, linked with the current mobile number. In case, the current mobile number is not linked with the module, still citizen can proceed to search for the receipts via the following :

Registered Mobile Number
Module Specific ID (Property ID/ Water Connection ID etc)
Consumer Number

Two-Step Complaint List (By Type & Subtype)

Allows Citizens to now browse complaints by Complaint Type (The Master List) and select the relevant subtype

Geo-Location Tagging

Allows Citizens to add the location of the grievance site via WhatsApp while lodging the complaint

Change Language

Allows Citizens to change the language of chat from English to Hindi and vice versa

Known Issues

Emojis are not supported as the input for chat responses

Upcoming Release Features

Improvement in Messaging Language & Flow
NLP Inclusion (For City & Locality Selection)
Referral, Rating & Help Mechanism
Privacy Enhancements

Reference Doc Links

Doc Links

Description

eChallan Release Notes

mCollect feature release details

Overview

This enhancement enables users to generate, edit and cancel challans for all the miscellaneous services in the ULB. Also, we’re supporting online payments from citizens using the payment link in the notification and QR code on the challan.

Release Highlights

Generate e-challans / bill for all miscellaneous / Adhoc services which citizens avail from ULBs
Edit/Cancel e-challan/bill
The ability for ULBs to Notify citizens about the outstanding payments - Online(email & SMS) and offline
Enable Digital payments for citizens - QR code, payment link in notifications, etc.

Release Features

Known Issues

None

Upcoming Release Features

Not planned

Reference Doc Links

Property Tax Release Notes

PT module release details

Overview

This release provides revamped user experience to the citizens with improvements in the workflows and updates in the user interface while paying property tax and apply for property registration.

Release Highlights

This release has updated workflows and user interface for the following business cases -

PT - Quick Pay
Create Property
My Properties
My Applications

Release Features

Feature

Description

PT - Quick Pay

A Citizen can make property tax payment with or without login. Citizens can search property tax bills using the given search parameter and make online payments.

Citizens will receive a payment confirmation notification and a link to download the receipt.

Create Property

Simplified and clear call to action with in-app help for citizens while applying for new property registration.

My Properties

Citizens can view property created by them and for them under this section and take action like edit, pay, mutation, etc.

My Applications

Citizens can track the application status for their properties under this section. Also, they take action assigned to them during the workflow.

Known Issues

None.

Upcoming Release Features

Employee UX revamps and remaining citizen use cases.

Reference Doc Links

Doc Links

Description

QA Automation Release Notes

API automatio release details

Below is the list of services whose APIs are automated in this release.

Reference Docs

Doc Links

Fire NOC Release Notes

Overview

This release provides improvements in the workflows for the Fire NOC application. Any application can be sent back to the citizen for him/her to make some changes or respond back to queries asked by employees.

Release Highlights

This release has updated workflows and user interface for the following business cases -

Provisional Fire NOC send back to citizen
New Fire NOC send back to citizen

Release Features

Key Feature

Description

Provisional Fire NOC send back to citizen

Application is allowed to send back to the citizen from the document verifier and field inspector, either asking for more documents or clarifications.

Citizen on receiving the request, can modify the application info, updated documents and respond to the queries.

And on submitting from a citizen, the application gets redirected to the same official who has requested clarification with the citizen.

New Fire NOC send back to citizen

Application is allowed to send back to the citizen from the document verifier and field inspector, either asking for more documents or clarifications.

Citizen on receiving the request, can modify the application info, updated documents and respond to the queries.

And on submitting from a citizen, the application gets redirected to the same official who has requested clarification with the citizen.

Known Issues

None.

Upcoming Release Features

None

Product Docs

Products & Modules

This section contains DIGIT product and module related documents

DIGIT offers several modules. Each module is designed to automate the manual workflows for various governance units.

🧐 Key Benefits

DIGIT enables ULBs to be more effective and accountable—and to make better, data-driven decisions. The platform ensures both interoperability among ULBs and rapid development of new modules by a wide array of software partners.

🔗 Product Links

Click on the respective link below to learn more about that product, its features, applications and configuration details.

Trade License (TL)

Apply for trade license, ensure compliance with trade safety guidelines, and lots more

About TL

DIGIT-Trade License (TL) enables local government bodies to regulate trading establishments. It also serves to protect the interest of the public at large against possible health hazard and inconvenience that can be caused by any business operations. With DIGIT-TL traders can obtain the trade certificate in a simplified manner and ensure compliance with rules and safety guidelines issued by the government. The module offers the citizens and governance bodies a convenient and transparent means of processing trade licenses.

The Trade License application makes the process of obtaining a Trade License easy, smooth, and transparent. The module, hence, removes the need for manual processing and streamlines the key trade license management functions to provide a better user experience.

Key Features

DIGIT Trade License module enables citizens to -

Apply for a new trade license or renew an existing trade license.
Upload all the relevant documents required for the license.
Make payment for the Trade License (New/Renewal) fee using the online payment gateway.
Receive notifications and alerts by emails or SMS for new application status updates and pending renewals.
Download Trade License, Payment & Acknowledgement Receipts online.

DIGIT Trade License module enables employees to -

Create flexible role-based workflows.
Configure license fees calculation logic.
View custom dashboards for module statistics.
Filter search results using advanced configurable search parameters.

Section Overview

This section contains all docs and information required to understand the TL module, its key features, functional scope, and configuration details. Click on the links below to learn more about deploying, configuring, customizing, and using the TL module.

Implementation Handbook
Demo Script

Navigation Tips

Click on the embedded links within the content to browse topic details
Use the Contents links available on the right side of the screen to move to a specific heading
Find the list of Related Docs links at the bottom of each page to browse through additional product details

Contact Us

Reach out to us through any of the below-mentioned contact channels for any assistance or additional information on TL module deployment.

#147/J, 1st floor, 10th Cross, 12th Main, 3rd Block, Koramangala, Bangalore 560034

+91 80 4125 5708
contact@digit.org

TL Brochure

For traders to do business in India, ease in redundant procedures and regulatory processes is of paramount importance. DIGIT-Trade License increases procedural efficiency, improves access to license information, and provides transparency thus enabling the business to flourish and function with ease.

TL Roadmap

Module roadmap

Details coming soon..

TL Module Functional Specifications

Functional overview for stakeholders

Introduction

The Trade License product provides a digital interface, allowing citizens to apply for the Trade License and subsequently make the trade license fee payment online.

The Trade License product enables:

Ease of doing business — Traders can apply for new licenses, renewals, amendments, and supplemental licenses
Regulatory Tracking — Administrators can track and manage regulatory processes
Shorter Timelines — It streamlines and automates business licensing processes and helps a business to be set up quickly
Data-driven decision making — The application collates valuable information on the economic activity and employment opportunities in a ULB

Functional Scope

The list below summarizes the key features supported by the TL module -

Registration, Login and Creation of User Profile
Applying for a Trade License
Trade License Issue
Modifications to a Trade License
Renewal of Trade License
Payments and Fee
Dashboards and Reports
General Features

Key capabilities offered by this functional component -

OTP Based Login for Citizen via Web/Mobile App
OTP Based Login for Employee via Web/Mobile App
Provision for language selection during first time registration for both Employee and citizens
Provision of creating a personalized Profile for Citizens and employees on Web App
Login Credentials for the various hierarchies of employees
Role-based access for performing different actions relating to Trade License modules

Applying for a Trade License

User can apply for a new TL from the system. User can select the type of license to apply. The user enters trade details, owner details and documents after which application can be reviewed and submitted. Similarly, a counter employee can also apply for TL on behalf of the citizen. The system has a workflow integration which enables stage-wise approval before Approval for issuing the Trade License.

Key capabilities offered by this functional component -

Citizen can Apply for a new Trade License through mobile app/ Web
Citizen/CSC can capture Trade details, Trade Units, Accessories, Owner Details, Address, purpose, Date of issuance, License number etc.
Citizen/CSC Upload Documents
Citizen/CSC can calculate Breakup Based on Selected Trade
Citizen/CSC can select Multiple Accessories for the Trade
Citizen/CSC can Apply for Multiple Trade Licenses
Citizen/CSC can Download/Print Application Summary
Citizen/CSC can Download/Print Trade Reference No
Citizen/CSC can View the applied licenses
The system has the facility to deliver the service online & through SEWA KENDRA.
The portal displays all the information including the processes and documents required for the convenience of the citizen.
The system has the facility to assign a unique identification number based on the license type, which will be used for all future transactions of the license.

Trade License Issue

The system has the facility to assign the application to the respective Inspector for survey and verification. After the application is submitted, it goes to the document verifier. The next step after document verification is field inspection. After the field inspector’s approval, the TL is approved by the approver.

Key capabilities offered by this functional component -

Document Verifier, Verifies & Forwards or Rejects the application
Licensing Inspector, Verifies and Forward the Application
Licensing Inspector, Sends Back or Rejects the Application
Licensing Inspectors Approves the Application
Citizen, Pays for the license post verification process online or at the CSC
CSC, Collects Fee post verification.
The system allows the printing of license and sending the license through e-mail.
The system allows the SMS alerts to the applicant regarding the date of inspection/visit by the inspector, approval/rejection of the application.
The system allows the inspector to enter the field visit details and a field visit report is generated and automatically routed to the superintendent.

Modifications to a Trade License

The system has the facility to edit/update the Application based on the Inspection report against the application.

Renewal of a Trade License

The system has the facility to provide a hassle-free renewal process for citizen and employee ease, leading to increased revenues, by reducing unlicensed trades. The system allows sending of SMS and Email notifications and reminders based on the renewal cycle.

Payment and Fee

Key capabilities offered by this functional component -

The citizen can pay for the license post verification process
CSC, Collects Fee post verification.
The system allows intimating the applicant about the payment of the license fee through SMS/ e-Mail.
The system allows the Generation of receipt for the payment
The payment modes enabled are Card(offline), cash, cheque, DD

Dashboards and Reports

Following reports offered by the module -

Cancelled Receipt Register Report
TL Collection
TL Application Status- showing the number of licenses approved/rejected.
TL ULB Wise Status
State Dashboard: View Reports for Total Licenses, Licenses Issued, Payment Collected, Payment Distribution

General Features

Notifications - The system has the capability to send notifications to citizens. These notifications can be sent for various steps like - verification completion, payment reminder, payment confirmation. These notifications can be sent in the language chosen by the ULB through all channels - SMS, Whatsapp, Email.

Configurable Masters - The system provides the following masters that can be configured as per the State’s requirements:

Charges & Calculation : Calculation Engine, Rebate, Penalty,
Rate Master
State Masters: Trade Ontology, Documents List, Accessories, Ownership, Employee Data Mapping, Boundary Data Mapping, Fee Matrix (License Fees)

System specification in compliance with the Ease of Doing Business (EODB) BRAP 2019

Reform No.

Reform Area

Weightage (score)

Recommendation

Remarks

Sector Specific

Implement an online application system with the following features:

i. Online submission of application without the need to submit physical copy of application

ii. Eliminate physical touchpoint for document submission

iii. Allow option of online payment of application fee

iv. Allow applicant to track status of application online

v. Applicant can download the final certificate online

Already available in the system

List of Features- Trade License

List of Functionalities

Corresponding Features

Registration, Login, Creation of User Profile

Provision for Language Selection during first-time registration via Mobile/ Web App.

OTP Based Login for Citizen/ Employee via Mobile/ Web App

Provision of Personalized Profile for Citizen/ Employee on Web App

Applying for a Trade License

Citizen/CSC: Enters Trade Details, Trade Units, Accessories, Owner Details.

Citizen/CSC: Upload Documents

Citizen/CSC: ULB Wise Trade Selection

Citizen/CSC: Calculation Breakup Based on Selected Trade

Citizen/CSC: Multiple Accessories Field Count

Citizen/CSC: Multiple Trade License.

Citizen/CSC: Download/Print Application Summary

Citizen/CSC: Download/PRINT Trade Reference No

Citizen/CSC: View the applied licenses.

Citizen: Pays for the license post verification process.

CSC: Collects Fee post verification.

Trade Licence Issue

Document Verifier : Verify & Forward/ Reject the application

Licensing Inspector: Verify and Forward/ Send back/ Reject the Application.

Licensing Officer: Approve/ Send back the Application

Licensing Officer: Reject/ Cancel the Application

Modification to a Trade License

Edit/ Update the Application based on the Inspection report against the application.

Renewal of a Trade Licence

Renew trade license.

Payment and Fee

Configurable Workflow Rights : Edit & Payment Collection

Payments & Collection : Various Payment Modes

Dashboards and reports

Cancelled Receipt Register Report

TL Collection

TL Application Status- showing the number of licenses approved/rejected.

TL ULB Wise Status

State Dashboard: View Reports for Total Licenses, Licenses Issued, Payment Collected, Payment Distribution

General features

Notifications : SMS Notifications

Charges & Calculation : Calculation Engine

Charges & Calculation : Rebate/ Penalty- Date Based

Charges & Calculation : Ad-Hoc Rebate/ Penalty

Charges & Calculation : Exemptions Trade Type & Owner Type

Configuration masters

Configurable Workflow Rights : Edit & Payment Collection

Configurable Verification & Approval

TL Workflows

Learn more about TL workflows and its configuration

Details coming soon..

TL Master Data Templates

This page provides configuration details for TL master data templates

Introduction

The DIGIT-Trade License application makes the process of obtaining a Trade License easy, smooth, and transparent. The module, hence, removes the need for manual processing and streamlines the key trade license management functions to provide a better user experience.

Module Features

DIGIT Trade License module enables citizens to -

Apply for a new trade license or renew an existing trade license.
Upload all the relevant documents required for the license.
Make payment for the Trade License (New/Renewal) fee using the online payment gateway.
Receive notifications and alerts by emails or SMS for new application status updates and pending renewals.
Download Trade License, Payment & Acknowledgement Receipts online.

DIGIT Trade License module enables employees to -

Create flexible role-based workflows.
Configure license fees calculation logic.
View custom dashboards for module statistics.
Filter search results using advanced configurable search parameters.

Module Ontology

ULB Level

Trade License Fee

Module Reports

Receipt Register
Application Status
Cancelled Receipt Register
ULBwise Collection Report
ULBwise Application Status

Trade Type

Introduction

Define Trade Types
Map Trade Category to listed Trade Types

The Trade Type can be defined as the next (2nd) level classification of Trade. There can be multiple trade types and the list may vary from one State/ULB to another.

Data Table

The table above contains sample Trade Type data.

Procedure

Data Definition

Steps to fill data

Download the data template attached to this page.
Refer to the ‘Data Definition’ section of this document to learn more about the template sheet, data type, size, and definitions.
Select the relevant Trade Category Code from the available drop-down list of Trade Category. This will map the listed Trade Type to the corresponding Trade Category.
Enter a unique Trade Type Code to identify the type of trade.
Enter a Trade Type Name (In English).
Enter the Trade Type Name (In Local Language).

Checklist

The checklist contains a set of activities to be performed once the data is filled into a template to ensure data entry requirements are met. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

This checklist covers the activities which are specific to the entity.

Attachments

Trade Sub Type

Introduction

Trade Type can be further sub-classified into Trade Sub Type depending on the trade ontology existing in the ULBs or States. Hence, Hotels can be further classified into Dhabas in North India or Udupis in South India.

Once the Trade Type(s) are defined, the next task is to -

Define Trade Sub Types
Map Trade Types to corresponding Trade Sub Types

Data Table

Sr. No.

Trade Sub Type Code*

Trade Sub Type Name* (In English)

Trade Sub Type Name* (In Local Language)

Trade Type Code*

TRADE_SUBTYPE_CLINIC

Clinic

क्लिनिक

TRADE_TYPE_MEDICAL

TRADE_SUBTYPE_DHABA

Dhaba

ढाबा

TRADE_TYPE_HOTEL

The table above contains sample data.

Procedure

Data Definition

Sr. No.

Column Name

Data Type

Data Size

Is Mandatory?

Description

Trade Sub Type Code

Alphanumeric

Yes

The Code assigned to the Trade Sub Type. Eg: TRADE_TYPE_Dhaba is assigned to Hotels

Trade Sub Type Name (In English)

Text

256

Yes

Name of the Trade Sub Type in English. Eg: Clinic

Trade Sub Type Name (In Local Language)

Text

256

Yes

Name of the Trade Sub Type in Local Language (as decided). Eg: Dhaba is described as “ढाबा” in Hindi

Trade Type Code

Reference

Yes

Steps to fill data

Download the data template attached to this page.
Refer to the ‘Data Definition’ section of this document to learn more about the template sheet, data type, size, and definitions.
Select the relevant Trade Type Code from the Trade Type master data. This will map the listed Trade Sub Type to the selected Trade Type.
Enter a unique value for Trade Sub Type Code.
Enter the English name for Trade Sub Type Name (English).
Enter the local name for the Trade Sub Type Name (Local Language).

Checklist

Common Checklist

This checklist covers all the activities which are common across the entities.

Sr. No.

Checklist Parameter

Example

Make sure that each and every point in this reference list has been taken care of

Entity Specific Checklist

This checklist covers the activities which are specific to the entity.

Sr. No.

Checklist Parameter

Example

The format of the Trade Sub Type Code defined should be text and unique

TRADE_SUBTYPE_CLINIC

Trade Type Name (in either language) should not contain any special characters

Clinic: [Allowed]

#Clinic! : [Not allowed]

Attachments

Configuration Data Templateconfiguration-data-template-trade-master-3- (1).xlsx - 17KB

Sample Data Templatesample-configuration-data-template-trade-master-filled-3-.xlsx - 19KB

PT Workflows

Learn more about PT workflows and its configuration

PGR Roadmap

Module roadmap

TL Module Functional Specifications

Functional overview for stakeholders

Introduction

The Trade License product provides a digital interface, allowing citizens to apply for the Trade License and subsequently make the trade license fee payment online.

The Trade License product enables:

Ease of doing business — Traders can apply for new licenses, renewals, amendments, and supplemental licenses
Regulatory Tracking — Administrators can track and manage regulatory processes
Shorter Timelines — It streamlines and automates business licensing processes and helps a business to be set up quickly
Data-driven decision making — The application collates valuable information on the economic activity and employment opportunities in a ULB

Functional Scope

The list below summarizes the key features supported by the TL module -

Registration, Login and Creation of User Profile
Applying for a Trade License
Trade License Issue
Modifications to a Trade License
Renewal of Trade License
Payments and Fee
Dashboards and Reports
General Features

Key capabilities offered by this functional component -

OTP Based Login for Citizen via Web/Mobile App
OTP Based Login for Employee via Web/Mobile App
Provision for language selection during first time registration for both Employee and citizens
Provision of creating a personalized Profile for Citizens and employees on Web App
Login Credentials for the various hierarchies of employees
Role-based access for performing different actions relating to Trade License modules

Applying for a Trade License

Key capabilities offered by this functional component -

Citizen can Apply for a new Trade License through mobile app/ Web
Citizen/CSC can capture Trade details, Trade Units, Accessories, Owner Details, Address, purpose, Date of issuance, License number etc.
Citizen/CSC Upload Documents
Citizen/CSC can calculate Breakup Based on Selected Trade
Citizen/CSC can select Multiple Accessories for the Trade
Citizen/CSC can Apply for Multiple Trade Licenses
Citizen/CSC can Download/Print Application Summary
Citizen/CSC can Download/Print Trade Reference No
Citizen/CSC can View the applied licenses
The system has the facility to deliver the service online & through SEWA KENDRA.
The portal displays all the information including the processes and documents required for the convenience of the citizen.
The system has the facility to assign a unique identification number based on the license type, which will be used for all future transactions of the license.

Trade License Issue

Key capabilities offered by this functional component -

Document Verifier, Verifies & Forwards or Rejects the application
Licensing Inspector, Verifies and Forward the Application
Licensing Inspector, Sends Back or Rejects the Application
Licensing Inspectors Approves the Application
Citizen, Pays for the license post verification process online or at the CSC
CSC, Collects Fee post verification.
The system allows the printing of license and sending the license through e-mail.
The system allows the SMS alerts to the applicant regarding the date of inspection/visit by the inspector, approval/rejection of the application.
The system allows the inspector to enter the field visit details and a field visit report is generated and automatically routed to the superintendent.

Modifications to a Trade License

The system has the facility to edit/update the Application based on the Inspection report against the application.

Renewal of a Trade License

Payment and Fee

Key capabilities offered by this functional component -

The citizen can pay for the license post verification process
CSC, Collects Fee post verification.
The system allows intimating the applicant about the payment of the license fee through SMS/ e-Mail.
The system allows the Generation of receipt for the payment
The payment modes enabled are Card(offline), cash, cheque, DD

Dashboards and Reports

Following reports offered by the module -

Cancelled Receipt Register Report
TL Collection
TL Application Status- showing the number of licenses approved/rejected.
TL ULB Wise Status
State Dashboard: View Reports for Total Licenses, Licenses Issued, Payment Collected, Payment Distribution

General Features

Configurable Masters - The system provides the following masters that can be configured as per the State’s requirements:

Charges & Calculation : Calculation Engine, Rebate, Penalty,
Rate Master
State Masters: Trade Ontology, Documents List, Accessories, Ownership, Employee Data Mapping, Boundary Data Mapping, Fee Matrix (License Fees)

System specification in compliance with the Ease of Doing Business (EODB) BRAP 2019

Reform No.

Reform Area

Weightage (score)

Recommendation

Remarks

Sector Specific

Implement an online application system with the following features:

i. Online submission of application without the need to submit physical copy of application

ii. Eliminate physical touchpoint for document submission

iii. Allow option of online payment of application fee

iv. Allow applicant to track status of application online

v. Applicant can download the final certificate online

Already available in the system

List of Features- Trade License

List of Functionalities

Corresponding Features

Registration, Login, Creation of User Profile

Provision for Language Selection during first-time registration via Mobile/ Web App.

OTP Based Login for Citizen/ Employee via Mobile/ Web App

Provision of Personalized Profile for Citizen/ Employee on Web App

Applying for a Trade License

Citizen/CSC: Enters Trade Details, Trade Units, Accessories, Owner Details.

Citizen/CSC: Upload Documents

Citizen/CSC: ULB Wise Trade Selection

Citizen/CSC: Calculation Breakup Based on Selected Trade

Citizen/CSC: Multiple Accessories Field Count

Citizen/CSC: Multiple Trade License.

Citizen/CSC: Download/Print Application Summary

Citizen/CSC: Download/PRINT Trade Reference No

Citizen/CSC: View the applied licenses.

Citizen: Pays for the license post verification process.

CSC: Collects Fee post verification.

Trade Licence Issue

Document Verifier : Verify & Forward/ Reject the application

Licensing Inspector: Verify and Forward/ Send back/ Reject the Application.

Licensing Officer: Approve/ Send back the Application

Licensing Officer: Reject/ Cancel the Application

Modification to a Trade License

Edit/ Update the Application based on the Inspection report against the application.

Renewal of a Trade Licence

Renew trade license.

Payment and Fee

Configurable Workflow Rights : Edit & Payment Collection

Payments & Collection : Various Payment Modes

Dashboards and reports

Cancelled Receipt Register Report

TL Collection

TL Application Status- showing the number of licenses approved/rejected.

TL ULB Wise Status

State Dashboard: View Reports for Total Licenses, Licenses Issued, Payment Collected, Payment Distribution

General features

Notifications : SMS Notifications

Charges & Calculation : Calculation Engine

Charges & Calculation : Rebate/ Penalty- Date Based

Charges & Calculation : Ad-Hoc Rebate/ Penalty

Charges & Calculation : Exemptions Trade Type & Owner Type

Configuration masters

Configurable Workflow Rights : Edit & Payment Collection

Configurable Verification & Approval

TL Implementation Guide

Executive Summary

Overview of the Product

The computerized and automatic Trade License system offered by eGov, facilitates citizens who seek to apply for a Trade License within any Urban Local Body with a transparent, speedy, hassle-free and user-friendly procedure. Trade License (TL) is one of the components of a smart city that ensures a check on all the trade practices and increases the ease of conducting business within the state. Keeping in mind the benefits associated with the product offered, the proposed system is about to be implemented in 500+ ULBs across the country in 15 states. (For details on product features refer to Section-2)

Implementation Methodology for TL

For the offered product, the implementation process can be divided into seven major distinctive stages. Each stage has a predefined entry and exit criteria, roles & responsibilities to assure objective monitoring and decision making for the overall success of the engagement. The whole implementation lifecycle is typical of 38-42 weeks for the State, keeping in mind the entry and exit criteria defined at the beginning and end of each stage are met on time recommended.

Exhibit 1: Phases of Implementation.

Stage Zero is that of program setup and onboarding which is a pre-requisite for the initiative to kick-off and requires setup of the governance model, implementation Team and decision regarding other significant elements of the initiative like funding and procurement process. Stage One requires scoping of the initiative and decisions on the priorities for implementation by the State Implementation Team. In stage two, the State Team will work upon identifying and finding solutions to the significant gaps in the product offered with respect to the need of the State. Configuration and customization of the product offered is the primary objective of stage four. This involves working on various aspects of State-specific needs and incorporating them into the product offered. In stage five, post doing UAT and including all the necessary feedback on the product, the roll-out of the product is done at the State level (Go Live) from a couple of ULBs to pan State coverage in batches. Finally, in stage 6 sustenance and ongoing improvements are worked upon while the product is already functioning in the State. (For details on implementation plan refer to Section-3)

Critical Success Factors for implementation

Implementation of Trade License (TL) requires meticulous planning and close coordination between various stakeholders at the center and State level. The success of the initiative is dependent upon many factors like strong Program governance, availability of the trained resource, financial planning, targeted Implementation Team onboarding, focus on last-mile capacity building and ensuring necessary support to Urban center. Achievement of all these factors will provide the most effective and efficient roll-out and adoption of the Trade License System in the State.

Product-Overview

The purpose of this document is to give an overview of the Trade License System (TLS). The Trade License product provides a digital interface, allowing citizens to apply for the Trade License and subsequently make the payment online.

The Trade License product enables:

Ease of doing business — Traders can apply for new licenses, renewals, amendments, and supplemental licenses
Regulatory Tracking — Administrators can track and manage regulatory processes
Shorter Timelines — It streamlines and automates business licensing processes and helps a business to be set up quickly
Data-driven decision making — The application collates valuable information on the economic activity and employment opportunities in a ULB
The TL product features can be broadly classified as the following modules:
Registration, Login and Creation of User Profile
Applying for a Trade License
Trade License Issue
Modifications to a Trade License
Renewal of Trade License
Payments and Fee
Dashboards and Reports
General Features

Trade License (TL) Implementation Methodology

This section provides an overview of the methodology for State-wide implementation of TL. The Implementation of TL is distributed across seven distinct stages. Each stage has a predefined entry & exit criteria and roles & responsibilities. This is to ensure objective monitoring and decision making for the overall success of the program. Details of each stage are defined in this section.

Note: This document is specific for States that have more than 30 ULBs

TL implementation program is expected to be completed approximately between 38- 42 weeks with the resource deployment by the State and System Integrator (SI) Team (as defined below). However, it is critical that activities and exit criteria set for each stage are achieved to adhere to this timeline.

Seven Stages of Implementation for Trade License

Stage 0 - Program Setup/Onboarding

This is a set of initial critical activities undertaken on receiving a letter of Enrolment or MOU from the State. Successful completion of these activities assures that the program is started with crucial personnel, System Integrator (SI) Teams, and funds.

*Details of TL cell is mentioned in section 4 of the handbook

System Integrator and state will agree on program scope, program timelines, and budgeting & resourcing.

Stage 1 - Program Kick-Off

This stage envisages the in-person interaction of crucial State officials and implementation System Integrator (SI) Teams to kick-start the program. This stage may require multiple interactions/meetings with different interest groups. The principal objective of these interactions is to identify scope and planning strategies for phasing/ rollout, create an active collaboration & Governance approach and agree on a high-level timeline for the engagement.

*Exploration is required to understand the Inter and Intra Departmental Jurisdictions of Local Governments with respect to Trade License.

#Details of TL cell is mentioned in section 4 of the handbook

State Baseline Data: A Baseline Template is provided to collect certain vital information like no. of transactions, revenue collected in the last FYs, collection mode, budget data, etc. This data must be collected pre-rollout

Stage 2 - Solution Design

During the Solution design stage, key State officials and members, who are subject matter experts, are expected to share State acts and policies and help interpret the same for the System Integrator (SI) Team. This stage baselines the State-specific product features in the Product Configuration report.

Pilot ULBs Specific Product Data Configuration: Master data is required from the Product Perspective for go live. For e.g.: Boundary Data, List of Employees etc. A Master Data Template will be provided for the collection of this particular data type.

Stage 3 - Configuration & Customization

This stage consists of a series of developments in accordance with the detailed project plan to ensure smooth functioning of the customised product. Master Data Collection & Environment Setup will be achieved in this phase. Further monitoring and maintenance strategies are put in place.

Stage 4 - UAT & Go Live

During this stage, demonstration of the product followed by a hands-on session is conducted for the ULB officials. Necessary training of ULB officials and resources required for UAT is conducted and identified respectively. The establishment of the State support Team and required processes are initiated in this stage.

Note: The Nodal Officer is responsible to identify the ULB officials who are associated with the TL process on ground and will be working with the technological Product in the respective ULBs

Stage 5 – Rollout

On successful Go-Live in the Pilot ULBs, and further fine tuning to stabilize the product, the solution will be rolled out to the rest of the ULBs in phases. Guidance and support from the State Team will be required to create the rollout plans and assure the necessary infrastructure for training and deployment is available at each ULB.

Note: The rollout phase needs to be detailed out for iterative activities of onboarding ULBs in batches.

Note: Only once all the stages are complete in one batch of rollout of around 30 ULBs, the next batch begins. There are multiple phases of rollout. The second batch begins after the first batch has successfully fulfilled all the criteria of the Rollout Phase. Typical timeline for closure of rollout in each batch is 5-6 weeks (in a batch of 30 ULBs)

Stage 6 – Sustenance and Ongoing Improvement

The final stage consists of strategies to ensure the sustenance of the product in the State. Systems are put in place to ensure the continuous tracking of data and provisions are made to improve the product if new data suggests.

Roles and Responsibilities - TL Cell, eGov Team & System Integrator (SI)Team

This section outlines the activities involved in each stage of the implementation along with responsibility and accountability of critical stakeholders - State, eGov Team and System Integrator Team onboard.

TL Cell: TL Cell is the government-appointed body chaired by the Principal Secretary/Secretary, Urban Development Department with members from Urban Development Department etc.

Resource requirements for the TL cell required to be formed by the State

Note:

Designation mentioned above are as per designations already driving TLs implementation at the State level.
The description of each designation is explained below.
These are the preferred figures. In the case of Domain Expert, 2 people is subject to availability

Description of resource persons:

Project Head: Is the Head of the TL Cell who will drive the project from the State’s Side
Domain Expert: Person who is well aware of the on-ground scenario, well versed with the act, GOs passed, Prevalent Business processes, Deviations from the acts, TL Rates/ slabs applicable
Nodal officer (EO/Commissioner/ Senior Official): the project coordinator in each district to drive the project centrally. Monitor usage post Go Live- point of escalation for Implementation Team, Seasoned and worked in Multiple ULBs on various modules and has a good understanding of TL, Facilitate and Track data collection Post Go Live, Monitors and facilitates adoption of application. point of contact for eGov, SI and at the HQ level.
MIS Expert: Day to day tracking of the data specific to ULBs, data entry, reporting and review to senior officials

eGOv Team: eGov Team is the technical partner of the project which will provide all necessary support to the State concerning the implementation, Program Designing etc.

System Integrator (SI)Team: SI Team will be responsible for consulting, program management and the implementation of products in the ULBs in close collaboration with the TL cell, technical partner (eGov) and various other stakeholders.

Guidelines to read the tables below:

Execute - One who owns the accountability to complete the activity

Consult - One who may initiate, guide and in the process, handhold the execution of the activity

Note: Stage 0 is where the TL cell and SI team is formed, hence there are only two entities playing a role which is that of eGov and the state leadership. Once the TL cell and SI team is finalised, their role begins in the following stages.

Overall Program Assumptions

Glossary

Vision:

Defining the time frame to go live, the time frame to scale it pan state, the value proposition of the programme for the state and year-on-year financial targets and adoption targets

Project Plan:

A detailed plan of Program schedule/timelines, implementation phases, team structure and ongoing support and maintenance required.

System Integrator:

The Entity/Company which collates all the subsystem required for the project and integrates them to achieve the program objective

Program Charter:

Outline of implementation plan agreement with priority applications and broad timelines, program governance model, program success metrics and capacity building.

Acceptance Letter/MOU:

Formal Acceptance/Sign Off of the Client State with a clear mandate of the Program

Program Success Metrics:

Defining the parameters (which are measurable) prior to the program, on which the success of the program is to be measured on the completion of the program

Project steering committee:

The key body within the governance structure which is responsible for the business issues associated with the project that are essential in ensuring the delivery of the project outputs and the attainment of project outcomes.

Project governance:

Set of policies, regulations, functions, processes, procedures and responsibilities that define the establishment, management and control of projects, programmes and portfolios.

Scoping:

List of activities measured against time taken to complete them in accordance with the project goals

Baseline data:

Set of information that serves as a foundation to compare other data acquired afterwards

Project Kick off meeting:

Meeting with the project team and the client of the project. This meeting would follow definition of the base elements for the project and other project planning activities

Fitment Study:

GAP Study of the Existing/Required Field Process Vs Product

Data migration:

Existing Records of the functional activities need to be moved into the Database of the newly released Application

Data collection:

Required data for the roll-out of the applications, which needs to be collected from the existing functional process

Data validation approach:

This approach enables the sanctity of the Data with built-in validation by Design

Data synchronization:

The process of establishing consistency among data from a source to a target data storage and vice versa and the continuous harmonization of the data over time.

Pilot Implementation:

Any new process is tested out as pilot in one or two instances before pan implementation

Pilot ULB:

The ULB's Selected for the pilot implementation are called pilot ULB’s.

Roll out:

On successful clearance of the Pilot, the Process/Application/Services are implemented across all Offices/ULB's

Deployment:

Deployment defines the complete package of Software components set up in a particular environment

Customization:

Details of changes to be made in the Product to comply with the needed field process

Configuration:

Defining existing content such as Options and Variables based on the requirements on the ground

Product walkthrough:

Explaining the users step-by-step through a set of actions that they need to take to achieve a specific outcome

Employee User Manual

This section illustrates the steps for different employee user roles at the ULB level

Document Verifier (DV)

DV is responsible for verifying the supporting documents uploaded by the applicants or the counter employee on behalf of the applicant.

The DV can

Reject Applications

Trade license applications are rejected if the supporting documents uploaded by the applicant fails to comply with the license requirements or the details provided in the form are incorrect.

To reject applications navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on the Application No. to open the application. Scroll down the form to review the filled in details.

Click on the Take Action button available at the bottom of the page. Click on Reject.

Enter your Comments to state the reason for rejection. Click on the Upload Files button to upload any supporting documents to validate the rejection. Click on the Reject button.

The applicant will receive a rejection notification on his mobile number or email address.

Verify and Forward

The DV verifies and forwards the TL application to the Field Inspector if the DV finds all information and documents provided by the applicant correct.

To verify and forward the application navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on the Application No. to open the application. Scroll down the form to review the filled in details.

Click on the Take Action button available at the bottom of the page. Click on the Verify and Forward button. Select the relevant Assignee Name from the list of available employees for subsequent processing.

Enter any additional information in the Comments field in context to the application for the assignee’s knowledge. Click on Upload Files to upload any supporting documents for the application. Click on the Verify and Forward button.

The TL application is assigned to the selected Assignee for subsequent processing.

Edit Application

To edit applications navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on the Application No. to open the application. Scroll down the form to review the filled in details.

Click on the Take Action button available at the bottom of the page. Click on the Edit button. Change any details in the form as required.

Field Inspector (FI)

FI is responsible for verifying the field details provided by the applicants.

The FI can

Send Back To Citizen

FI sends back the applications to the citizens if some vital information is missing in the application or there is a mistake in the information provided.

To send applications back to the citizen navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on Application No. to open the application. Scroll down the form to review the filled in details.

Click on the Take Action button available at the bottom of the page. Click on the Send Back to Citizen button. Enter any Comments stating why the application is sent back.

Click on the Upload Files button to upload any files or images in context to the application. Click on the Send Back to Citizen button.

The system displays a success acknowledgement message stating that the application is sent back to the initiator.

Send Back

The FI can send back the TL application to the DV if there is any mistake or lapses in the document verification process.

To send back applications to the DV navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on Application No. to open the application. Scroll down the form to review the filled in details.

Click on the Take Action button available at the bottom of the page. Click on the Send Back button.

Select the Assignee Name who will be responsible for verifying the application. Enter any Comments as additional information to the assignee stating why the application is sent back. Click on the Upload Files button to upload any files or images in context. Click on the Send Back button.

The application is assigned back to the selected assignee for verification of documents.

Reject Applications

Trade license applications are rejected if the supporting documents uploaded by the applicant fails to comply with the license requirements or the details provided in the form are incorrect.

To reject applications navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on Application No. to open the application. Scroll down the form to review the filled in details.

Click on the Take Action button available at the bottom of the page. Click on Reject.

Enter your Comments to state the reason for rejection. Click on the Upload Files button to upload any supporting documents to validate the rejection. Click on the Reject button.

The applicant will receive a rejection notification on his mobile number or email address.

Verify and Forward

The FI verifies and forwards the TL application to the Approver if the information and documents provided by the applicant are correct.

To verify and forward the application navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on Application No. to open the application. Scroll down the form to review the filled in details.

The TL application is assigned to the selected Assignee for subsequent processing.

Edit Application

To make any changes in the application navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on Application No. to open the application. Scroll down the form to review the filled in details.

Click on the Take Action button available at the bottom of the page. Click on the Edit button. Change any details in the form as required.

Approver

The Approver is responsible for the final approval of the TL application.

The Approver can

Send Back

The Approver can send back the TL application to the FI or DV if there is any mistake or lapses in the document verification process.

To send back applications to the DV or FI navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on Application No. to open the application. Scroll down the form to review the filled in details.

Click on the Take Action button available at the bottom of the page. Click on the Send Back button.

Select the Assignee Name who will be responsible for verifying the application. Enter any Comments stating why the application is sent back. Click on the Upload Files button to upload any files or images in context. Click on the Send Back button.

The application is assigned back to the selected assignee for verification of application.

Reject Applications

Trade license applications are rejected if the supporting documents uploaded by the applicant fails to comply with the license requirements or the details provided in the form are incorrect.

To reject applications navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on Application No. to open the application. Scroll down the form to review the filled in details.

Click on the Take Action button available at the bottom of the page. Click on Reject.

Enter your Comments to state the reason for rejection. Click on the Upload Files button to upload any supporting documents to validate the rejection. Click on the Reject button.

The applicant will receive a rejection notification on his mobile number or email address.

Approve Applications

The Approver signs off the TL application once the information and documents provided by the applicant are found correct. The TL Certificate is issued once the application is approved.

To approve the application navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on Application No. to open the application. Scroll down the form to review the filled in details.

Click on the Take Action button available at the bottom of the page. Click on the Approve button.

Select the relevant Assignee Name from the list of available employees for subsequent processing. Enter any additional information in the Comments field in context to the application for the assignee’s knowledge. Click on Upload Files to upload any supporting documents for the application. Click on the Approve button.

The TL application is approved and the TL Certificate is issued to the applicant. Click on the Download or Print button to download or print the TL Certificate.

PT Module Functional Specifications

Functional overview for stakeholders

Introduction

The Property Tax System(PT) provides a digital interface to make property assessments, pay property tax, generate payment receipts and monitor tax collection. It can be used by the citizens, Urban Local Body (ULB) counter and field employees and ULB Administrators to accomplish their specific tasks. It is available as a mobile and web-based application.

Functional Scope

The PT product features can be broadly classified as the following modules:

Registration, Login and Creation of User Profile
Filling an Assessment for a Property
Searching for a Property
Modifications to a Property
Generate Demand Notice
Payments collection and Receipts
Dashboards and Reports
General Features

OTP Based Login for Citizen via Web/Mobile App
OTP Based Login for Employee via Web/Mobile App
Provision for language selection during first time registration for both Employee and citizens
Provision of creating a personalized Profile for Citizens and employees on Web App
Login Credentials for the various hierarchy of employees
Role-based access for performing different actions relating to property tax modules

Filing For Property Assessment

With this feature, a citizen and employee can perform a self-assessment of a new property for a financial year. This feature helps in registering the property in the system. The details of the property can be entered online and can be assessed for the calculation of the taxes.

The PT Product is designed in a user friendly manner and reduces chances of error. System calculates the tax automatically and creates the demand. If a user wants to reassess his property due to any reason (for eg, incorrect data, change in property etc), it can be done by editing details of the last assessment.

An employee can edit the details of the last assessment, on behalf of the citizen-based on the owner’s input. Citizen can track down the status of his incomplete assessment. Any incomplete assessment can be searched and completed.

Citizen/CSC can Assess New Property (By Different Financial Years).
Citizen/CSC can Capture Address, Assessment Info, Owner Info.for all types of properties like residential houses, flats and commercial buildings.

o Sample Details captured:

Door Number,
Mutation number,
Number of floors,
Area covered,
Owner and co-owner,
Mailing & permanent address,
Built year
Individual room measurements
The system computes the property taxes automatically as per process and rules of the state.
The system has a facility to make entry in system by inspector after site visit and assessment of the same by the superintendent.
The system supports dynamic calculation for late fees, interest, rebates, etc. as on the day of demand generation.
The system fetches the data of previous year property data while e-filing for current year so that all the dues are calculated.
The system assigns a unique property ID based on the process defined in the ULBs.
Citizen/CSC : View/Print Summary of Filled Form
Assessment Form
Assessment Form is also sent by email to citizen
Upload Documents
Ownership/Title related
ID Proof
Any other statutory documents

Searching for a Property

Citizen or Employee can track down the status of his incomplete assessment. Any incomplete assessment can be searched and completed.

Citizen/CSC can search for Property by
- Mobile No,
- City,
- Property Tax Unique ID
Citizen/ CSC can view Incomplete Assessments
Citizen/CSC can reassess Searched Property
View Property details and pending dues

Modifications to a Property

The PT system provides the ability to capture mutation and transfer of ownership. It reduces interfaces between the user and the State and thus promote greater transparency. It also helps in reducing the time taken for mutation after registration. The system provides the ability for alteration of assessment after verification and inspection. Any structural changes like addition/extension/reduction of existing built up area or construction type OR utility changes like usage or occupancy have an impact on the increase/decrease in property tax demand. These changes can be handled by the ‘Additional/Alteration of Assessment’ feature.

The System provides the ability for bifurcation/ amalgamation of property. The property bifurcation/ amalgamation undergoes an approval process. The parent property needs to be modified accordingly, which can be done in the system.

Mutation of property and change of ownership details
Capture Extension/ Addition and Alteration and reassessment based on changed property details
Bifurcation of property
Amalgamation of property

Generate Demand Notice

System has the capability to automatically generate demand notice for a financial year based on set triggers like time-based roll over on completion of a financial year. The system notifies the citizens about the demand through SMS/Email. The generated Bills can also be grouped and printed for physical distribution by the ULB employees. The system provides the capability to Employees to merge and download bills based on given parameters to plan their distribution drives.

Generate Demand Notice based on periodic basis
Group Demand Notices
Print Demand Notices
Cancel Demand Notices
Send notifications to citizens on demand generation- SMS, Whatsapp, Email, Physical bil

Payments collection and Receipts

The citizen/ employee can view payment status of previous assessments from Assessment History section. Payment for any assessment with full or partially paid amount can be completed. Receipts for assessment can be downloaded in Assessment history section after searching for the property details.

Payment of Property Tax -Online, Cheque, Cash, DD, during assessment
Partial Payment of Property Tax -Online, Cheque, Cash, DD, during assessment
The system allows a citizen to pay for anyone's property without changing the demand
The system can also be integrated with PoS machines to enable doorstep collection of property tax and issual of receipt

Reports and Dashboards

PT reports provides facility to access receipt register, cancelled receipt register, account receipt register, ULB wise PT collection report, DCB Register. All reports can be downloaded in PDF/XLS format.State level administrator can monitor property tax collections, assessments and other information at a state level through dashboards.

State Dashboard : View Reports for Total Collections, Properties Assessed, ULBs on Prod, Usage Type, Payment Distribution
State Dashboard : PT Collection Timeline (Monthly,Weekly)
State Dashboard : ULB Wise (Collection, Assessments)
Cancelled Receipt Register Report
PT Collection Report (ULB/Date Wise)

General Features

Notifications - The system has the capability to send notifications to citizens. These notifications can be sent for various steps like - assessment completion, payment reminder, payment confirmation. These notifications can be sent in the language chosen by the ULB through all channels - SMS, Whatsapp, Email.

Legacy Data Migration - The system has the capability to migrate Demand and Collection. In most states, the preliminary step would be to migrate Legacy data of existing properties/connections along with the Demand and Collection details. This would ensure that subsequent demand generation happens through the system.

Configurable Masters - The system provides the following masters that can be configured as per the State’s

Requirements -

Charges & Calculation : Calculation Engine, Rebate, Penalty,
Rate Master
State Masters : Property Ontology, Documents List, Employee Data Mapping, Boundary Data Mapping

System specification in compliance with the Ease of Doing Business (EODB) BRAP 2019

Reform No.

Reform Area

Weightage (score)

Recommendation

Remarks

Land administration and Transfer of Land and Property

Digitize land transaction deeds of last 10 years at all sub-registrar offices and make the same available on an online system to check for ownership details and history. The metadata should be searchable for each record and a soft copy of the registered deed should be available. The searchable metadata available should be:

i. Name of buyer

ii. Name of seller

iii. Survey no.

iv. Registration number

v. Registration date

The feature of ‘Property Registry’ in the product will enable this recommendation

Land administration and Transfer of Land and Property

Digitize and publish the updated Record of Rights (ROR) at all Revenue department offices online in public domain for all areas of the State/UT. The searchable metadata available should be:

i. Name of buyer

ii. Name of seller

iii. Date of mutation

iv. Survey no.

The Property tax system enables this capability

Land administration and Transfer of Land and Property

Digitize and publish data of Property Tax payment dues online in public domain for all the Urban Local Bodies (ULBs) in the State/UT. The searchable metadata available should be:

i. Name of the Property Tax payer

ii. Property Tax dues

iii. Survey no. of land / Unique Identification no. of property

This feature is enabled by the citizens itself

Land administration and Transfer of Land and Property

Digitize cadastral maps of all rural areas in the State/UT and make them available in public domain

This can be enabled and worked on by the state team

Land administration and Transfer of Land and Property

Integrate the below-mentioned records on one website:

i. Data of land transaction deeds for last 10 years at all sub-registrar offices (Name of buyer, Name of seller, Registration number, Registration date, Survey no.),

ii. Updated Record of Rights at all Revenue department offices (Date of mutation), and

iii. Data of Property Tax payment dues at all urban areas of the State/UT (Name of the Property Tax payer, Property Tax dues)

iv. Revenue Court case data (Court case number, Name of parties involved, Date of filing of court case, Status of case [Ongoing/Resolved])

v. Civil Court case data (Court case number, Name of parties involved, Date of filing of court case, Status of case [Ongoing/Resolved])

The website should be publicly accessible. It will help in establishing property ownership and identify tax encumbrances. The integration should be done for all areas of the State/UT.

The integration with external portals and systems of other departments can be enabled by state teams who can enhance the offered product to cater to this recommendation

Land administration and Transfer of Land and Property

Implement an online application system having the following features

i. Mandatory Online application submission including submission of draft deed and other documents

ii. Provision of online payment of Stamp duty and Registration fee

iii. Auto generation of appointment date and time on making the payment of Stamp duty and Registration fee

The system will provide these capabilities which can be customised as per the state specific rules and regulations

Land administration and Transfer of Land and Property

Provide model deed templates for sale, gift, lease, mortgage and rent in downloadable and editable format along with instructions to use them

This provision is made available through the ULB portal to make these features accessible to the citizens

Land administration and Transfer of Land and Property

Integrate the mutation process with the registration process and mandate initiation of mutation process (Revenue department and/ or ULB) as soon as the deed is registered. Ensure that:

i. Information to mutation authority to be automatically shared on completion of transaction (registration). This should be considered as initiation of mutation process.

ii. No separate application from transferee to be required.

iii. SMS/email should be sent to transferee/ transferor to inform about the initiation of mutation

The integration with external portals and systems of other departments can be enabled by state teams who can enhance the offered product to cater to this recommendation

List of Features- Property Tax

List of Functionalities

Corresponding Features

Registration, Login, Creation of User Profile

Provision for Language Selection during first time registration via Mobile/ Web App.

OTP Based Login for Citizen/ Employee via Mobile/ Web App

Provision of Personalized Profile for Citizen/ Employee on Web App

Filing an assessment for a property

Citizen/CSC : Assess New Property (By Different Financial Years).

Citizen/CSC : Capture Address, Assessment Info, Owner Info.

Citizen/CSC : View/Print Summary of Filled Form

Searching for a property

Citizen/CSC : Search Property (By Mobile No,City, Property Tax Unique ID, Existing ID).

Citizen/CSC : View the Searched Property

Citizen : View My Properties

Citizen : View Incomplete Assessments

Citizen/CSC : Edit the Searched Property

Citizen/CSC : Reassess Searched Property

Generate demand notice

Generate Demand Notice based on periodic basis

Group/ Print/ Cancel Demand Notices

Send notifications to citizens on demand generation- SMS, Whatsapp, Email, Physical bill

Modifications to a property

Mutation of property and change of ownership details

Capture Extension/ Addition and Alteration and reassessment based on changed property details

Bifurcation/ Amalgamation of property

Payment collection and receipts

Payment of TAX (Online,Cheque,Cash,DD) : During Assessment

Payment of TAX (Online,Cheque,Cash,DD) : Partial Payment

Citizen/CSC : Download Receipts for payments

Dashboards and reports

State Dashboard : View Reports for Total Collections, Properties Assessed, ULBs on Prod, Usage Type, Payment Distribution

State Dashboard : PT Collection Timeline (Monthly,Weekly)

State Dashboard : ULB Wise (Collection, Assessments)

Cancelled Receipt Register Report

PT Collection Report (ULB/Date Wise)

General features

Notification

Legacy data migration

System assigns a unique property ID based on the Process defined in the ULBs.

System has the facility to classify the property based on its type.

System allows changing the type of property.

Configuration masters

Configurable Rate Master (ULB Specific) : Fire Cess/ Building Height

Charges & Calculation : Calculation Engine, Rebate, Penalty

State Masters : Property Ontology, Documents List, Employee Data Mapping, Boundary Data Mapping

PT Implementation Guide

Executive Summary

Overview of the Product

The computerized and automatic Property Tax system offered by eGov, facilitates citizens who seek to pay their Property Tax within any Urban Local Body with a transparent, speedy, hassle-free and user-friendly procedure. Property Tax (PT) is one of the components of a smart city that has the capability of providing the highest revenue of a state. Keeping in mind the benefits associated with the product offered, the proposed system is about to be implemented in 500+ ULBs across the country in 15 states. (For details on product features refer to Section-2)

Implementation Methodology for PT

For the offered product, the implementation process can be divided into seven major distinctive stages. Each stage has a predefined entry and exit criteria, roles & responsibilities to assure objective monitoring and decision making for the overall success of the engagement. The whole implementation lifecycle is typical of 38-42 weeks for the State, keeping in mind the entry, and exit criteria defined at the beginning and end of each stage are met on time recommended.

Stage Zero-program setup and onboarding is a pre-requisite for the initiative to kick-off and requires setup of the governance model, implementation Team and decision regarding other significant elements of the initiative like funding and procurement process. Stage One requires scoping of the initiative and decisions on the priorities for implementation by the State Implementation Team. In stage two, the State Team will work upon identifying and finding solutions to the significant gaps in the product offered with respect to the need of the State. Configuration and customization of the product offered is the primary objective of stage four. This involves working on various aspects of State-specific needs and incorporating them into the product offered. In stage five, post doing UAT and including all the necessary feedback on the product, the roll-out of the product is done at the State level (Go Live) from a couple of ULBs to pan State coverage in batches. Finally, in stage 6 sustenance and ongoing improvements are worked upon while the product is already functioning in the State. (For details on implementation plan refer to Section-3)

Critical Success Factors for implementation

Implementation of Property Tax (PT) requires meticulous planning and close coordination between various stakeholders at the center and State level. The success of the initiative is dependent upon many factors like strong Program governance, availability of the trained resource, financial planning, targeted Implementation Team onboarding, focus on last-mile capacity building and ensuring necessary support to Urban center. Achievement of all these factors will provide the most effective and efficient roll-out and adoption of the Property Tax System in the State.

Property Tax (PT) Product - Overview

The Property Tax System(PT) provides a digital interface to make property assessments, pay property tax, generate payment receipts and monitor tax collection. It can be used by the citizens, Urban Local Body (ULB) counter and field employees, and ULB Administrators to accomplish their specific tasks. It is available as a mobile and web-based application. The PT product features can be broadly classified as the following modules:

Registration, Login and Creation of User Profile
Filling an Assessment for a Property
Searching for a Property
Modifications to a Property
Generate Demand Notice
Payments collection and Receipts
Dashboards and Reports
General Features

This module provides enables the following capabilities

OTP Based Login for Citizen via Web/Mobile App
OTP Based Login for Employee via Web/Mobile App
Provision for language selection during first time registration for both Employee and citizens
Provision of creating a personalized Profile for Citizens and employees on Web App
Login Credentials for various hierarchy of employees
Role based access for performing different actions relating to property tax modules

Module 2: Filing an Assessment for a Property

With this feature, a citizen and employee can perform self assessment of a new property for a financial year. This feature helps in registering the property in the system. The details of the property can be entered online and can be assessed for calculation of the taxes. The PT Product is designed in a user friendly manner and reduces chances of error. System calculates the tax automatically and creates the demand. If a user wants to reassess his property due to any reason (for eg, incorrect data, change in property etc), it can be done by editing details of last assessment. Employee can edit the details of the last assessment, on behalf of the citizen based on owner’s input. Citizen can track down the status of his incomplete assessment. Any incomplete assessment can be searched and completed.

This module provides enables the following capabilities:

Citizen/CSC can Assess New Property (By Different Financial Years).
Citizen/CSC can Capture Address, Assessment Info, Owner Info.for all types of properties like residential houses, flats and commercial buildings.
- Sample Details captured:
Door Number,
Mutation number,
Number of floors,
Area covered,
Owner and co-owner,
Mailing & permanent address,
Built year
Individual room measurements
The system computes the property taxes automatically as per process and rules of the state.
The system has a facility to make entry in system by inspector after site visit and assessment of the same by the superintendent.
The system supports dynamic calculation for late fees, interest, rebates, etc. as on the day of demand generation.
The system fetches the data of previous year property data while e-filing for current year so that all the dues are calculated.
The system assigns a unique property ID based on the process defined in the ULBs.
Citizen/CSC : View/Print Summary of Filled Form
- Assessment Form
- Assessment Form is also sent by email to citizen
Upload Documents
- Ownership/Title related
- ID Proof
- Any other statutory documents

Module 3: Searching for a Property

Citizen or Employee can track down the status of his incomplete assessment. Any incomplete assessment can be searched and completed.

This module provides the following capabilities:

Citizen/CSC can search for Property by
- Mobile No,
- City,
- Property Tax Unique ID
Citizen/ CSC can view Incomplete Assessments
Citizen/CSC can reassess Searched Property
View Property details and pending dues

Module 4: Modifications to a Property

This module provides the following capabilities:

Mutation of property and change of ownership details
Capture Extension/ Addition and Alteration and reassessment based on changed property details
Bifurcation of property
Amalgamation of property

Module 5: Generate Demand Notice

This module provides the following capabilities:

Generate Demand Notice based on periodic basis
Group Demand Notices
Print Demand Notices
Cancel Demand Notices
Send notifications to citizens on demand generation- SMS, Whatsapp, Email, Physical bill

Module 6: Payments collection and Receipts

This module provides the following capabilities:

Payment of Property Tax -Online, Cheque, Cash, DD, during assessment
Partial Payment of Property Tax -Online, Cheque, Cash, DD, during assessment
The system allows a citizen to pay for anyone's property without changing the demand
The system can also be integrated with PoS machines to enable doorstep collection of property tax and issue of receipt.

Module 7: Reports and Dashboards

PT reports provides facility to access receipt register, cancelled receipt register, account receipt register, ULB wise PT collection report, DCB Register. All reports can be downloaded in PDF/XLS format. State level administrator can monitor property tax collections, assessments and other information at a state level through dashboards.

This module provides the following capabilities:

State Dashboard : View Reports for Total Collections, Properties Assessed, ULBs on Prod, Usage Type, Payment Distribution
State Dashboard : PT Collection Timeline (Monthly,Weekly)
State Dashboard : ULB Wise (Collection, Assessments)
Cancelled Receipt Register Report
PT Collection Report (ULB/Date Wise)

Module 8: General Features

Notifications

The system has the capability to send notifications to citizens. These notifications can be sent for various steps like - assessment completion, payment reminder, payment confirmation. These notifications can be sent in the language chosen by the ULB through all channels - SMS, Whatsapp, Email.

Legacy Data Migration

The system has the capability to migrate Demand and Collection. In most states, the preliminary step would be to migrate Legacy data of existing properties/connections along with the Demand and Collection details. This would ensure that subsequent demand generation happens through the system.

Configurable Masters

The system provides the following masters that can be configured as per the State’s requirements:

Charges & Calculation : Calculation Engine, Rebate, Penalty,
Rate Master
State Masters : Property Ontology, Documents List, Employee Data Mapping, Boundary Data Mapping

Property Tax (PT) Implementation Methodology

This section provides an overview of the methodology for State-wide implementation of PT. The Implementation of PT is distributed across seven distinct stages. Each stage has a predefined entry & exit criteria and roles & responsibilities. This is to ensure objective monitoring and decision making for the overall success of the program. Details of each stage are defined in this section.

Note: This document is specific for States that have more than 30 ULBs

PT implementation program is expected to be completed approximately between 38- 42 weeks depending on the variety in Processes, Integration and the Disparate legacy data systems involved. This is done with the resource deployment by the State and System Integrator (SI) Team. However, it is critical that activities and exit criteria set for each stage are achieved to adhere to this timeline.

Seven Stages of Implementation

Stage 0 - Program Setup/Onboarding

This is a set of initial critical activities undertaken on receiving a letter of Enrollment or MOU from the State. Successful completion of these activities assures that the program is started with crucial personnel, System Integrator(SI) Teams, and funds.

*Details of PT cell is mentioned in section 4 of the handbook

System Integrator and state will agree on program scope, program timelines, and budgeting & resourcing.

Stage 1 - Program Kick-Off

This stage envisages in-person interaction of crucial State officials and implementation System Integrator(SI) Teams to kick-start the program. This stage may require multiple interactions/meetings with different interest groups. The principal objective of these interactions is to identify and agree on the scope and exclusions of Pilot ULBs, create an active collaboration & Governance approach and agree on a high-level timeline for the engagement.

*Details of PT cell is mentioned in section 4 of the handbook

Stage 2 - Solution Design

During the Solution design stage, key State officials and members, who are subject matter experts, are expected to share their inputs, discuss the process and help understand how to bring in compliance around the system design for the System Integrator(SI) Team. This stage baselines the State-specific product features in the Product Configuration report.

Stage 3 - Configuration & Customization

Stage 4 - UAT & Go Live

During this stage, demonstration of the product followed by a hands on session is conducted for the ULB officials. Necessary training of ULB officials and resources required for UAT is conducted and identified respectively. The establishment of the State support Team and required processes are initiated in this stage.

Stage 5 – Rollout

Note: The rollout phase needs to be detailed out for iterative activities of onboarding ULBs in batches.

Stage 6 – Sustenance and Ongoing Improvement

The final stage consists of strategies to ensure the sustenance of the program in the State. Systems are put in place to ensure the continuous tracking of data and provisions are made to improve the product if new data suggests.

Roles and Responsibilities

PT Cell, eGov Team & System Integrator(SI)Team

PT Cell: PT Cell is the government-appointed body chaired by the Principal Secretary/Secretary, Urban Development Department with members from Urban Development Department etc.

Resource requirements for the PT cell required to be formed by the State

Note:

Designations mentioned above are in accordance with those already driving PT implementation at the State level.
The description of each designation is explained below.
Project Head: Is the Head of the PT Cell who will drive the project from the State’s Side
Domain Expert: Person who is well aware of the on ground scenario, well versed with the act, GOs passed, Prevalent Business processes, Deviations from the acts, PT Rates/ slabs applicable. In addition, provisions may be made to include External Domain Consultants/Advisors.
Nodal officer (EO/Commissioner/ Senior Official): the product coordinator to drive the project centrally. Monitor usage post Go Live- point of escalation for Implementation Team, Seasoned and worked in Multiple ULBs on various modules and has a good understanding of PT, Facilitate and Track data collection Post Go Live, Monitors and facilitates adoption of application. Point of contact for Management team, SI and at the HQ level.
MIS Expert: Data Preparation for ULBs,Day to day tracking of the data specific to ULBs, data collection/validation for correctness and comprehesiness, reporting and review to senior officials

eGOv Team: eGov Team is the technical partner of the project which will provide all necessary support to the State/UT concerning the implementation, Program Designing etc.

System Integrator (SI)Team: SI Team will be responsible for consulting, program management and the implementation of the state specific customized and configured products in the ULBs in close collaboration with the PT cell, technical partner (eGov) and various other stakeholders.

Guidelines to read the tables below:

Execute - One who owns the accountability to complete the activity

Consult - One who may initiate, guide and in the process, handhold the execution of the activity

Note: Stage 0 is where the PT cell and SI team is formed, hence there are only two entities playing a role which is that of eGov and the state leadership. Once the PT cell and SI team is finalised, their role begins in the following stages.

Overall Program Assumptions

Glossary

Vision:

Defining the time frame to go live, the time frame to scale it pan state, the value proposition of the programme for the state and year-on-year financial targets and adoption targets

Project Plan:

A detailed plan of Program schedule/timelines, implementation phases, team structure and ongoing support and maintenance required.

System Integrator:

The Entity/Company which collates all the subsystem required for the project and integrates them to achieve the program objective

Program Charter:

Outline of implementation plan agreement with priority applications and broad timelines, program governance model, program success metrics and capacity building.

Acceptance Letter/MOU:

Formal Acceptance/Sign Off of the Client State with a clear mandate of the Program

Program Success Metrics:

Defining the parameters (which are measurable) prior to the program, on which the success of the program is to be measured on the completion of the program

Project steering committee:

Project governance:

Set of policies, regulations, functions, processes, procedures and responsibilities that define the establishment, management and control of projects, programmes and portfolios.

Scoping:

List of activities measured against time taken to complete them in accordance with the project goals

Baseline data:

Set of information that serves as a foundation to compare other data acquired afterwards

Project Kick off meeting:

Meeting with the project team and the client of the project. This meeting would follow definition of the base elements for the project and other project planning activities

Fitment Study:

GAP Study of the Existing/Required Field Process Vs Product

Data migration:

Existing Records of the functional activities need to be moved into the Database of the newly released Application

Data collection:

Required data for the roll-out of the applications, which needs to be collected from the existing functional process

Data validation approach:

This approach enables the sanctity of the Data with built-in validation by Design

Data synchronization:

The process of establishing consistency among data from a source to a target data storage and vice versa and the continuous harmonization of the data over time.

Pilot Implementation:

Any new process is tested out as pilot in one or two instances before pan implementation

Pilot ULB:

The ULB's Selected for the pilot implementation are called pilot ULB’s.

Roll out:

On successful clearance of the Pilot, the Process/Application/Services are implemented across all Offices/ULB's

Deployment:

Deployment defines the complete package of Software components set up in a particular environment

Customisation:

Details of changes to be made in the Product to comply with the needed field process

Configuration:

Defining existing content such as Options and Variables based on the requirements on the ground

Product walkthrough:

Explaining the users step-by-step through a set of actions that they need to take to achieve a specific outcome

Citizen User Manual

Learn how to add new property, assess or transfer property and pay property tax

Citizens and CE

Citizens represent individuals, communities, or business entities who are the system end-users. The PT module allows property owners to register their property details online. These details are then used for various property-related transactions.

The Citizen or CE role can -

Add New Property

Citizens or CE can add new property details through the DIGIT web portal or the DIGIT mobile app.

The system will display the Required Documents - Property Tax list. Note the list of documents valid for address, identity, registration, usage, special category, and occupancy proofs.

Click on the Print button to get a hard copy of the documents list for reference. Click on the Apply button to proceed with adding your property. The form sections are available on the top of the page.

Add Property Form Sections

The add property form page contains various sections that include

Property Address
Property Details
Owner Details
Document Info
Summary

Enter the following information in the Property Address section.

The City field displays the registered city by default. Click on the drop-down list to select a different city. Enter the House/Shop No., Building/Colony Name, Street Name, Locality/Mohalla, and the Pincode. Enter the Existing Property ID in case there is a legacy property ID available for the listed property.

Click on the Next button to move to the next section.

Enter the following details in the Property Details section

Select the applicable Property Usage Type and the Property Type from the drop-down list available.

Check Yes or No to indicate Whether rainwater harvesting structure provided on the property? Enter Vasika No. and Vasika Date if applicable. Enter Allotment Letter No. and Allotment Date if applicable.

Enter Firm/Business Name if the property is listed as commercial or institutional. Enter any information in the Remarks field. Check the box Do you have any inflammable material stored on your property? if it is true. Check the box adjacent to Height of property more than 36 feet? if it is true. Fill in the Unit details if the selected property usage type is Commercial, Institutional, Other Non-Residential, or Residential.

The Unit Usage Type by default accepts the Property Usage Type value. Select the applicable Sub Usage Type for the listed property in case of Commercial or Institutional properties. Select the most applicable option for the type of Occupancy. Enter the Built-up-area (sq ft) value of the property. Select Floor to identify the relevant floor of the property. Click on +Add One More Unit button to add more units.

Click on the Next button to proceed to enter the Owner Details.

Enter the following information in the Owner Details section. Select the relevant Type of Ownership. Enter the Owner’s Name.

Check the applicable Gender of the owner. Enter the owner’s Mobile No. and Guardian’s Name. Select Relationship of the owner with the guardian. Enter the applicable Special Category. Enter the owner’s Email Id and the Correspondence Address. Check the Same as property address box if the correspondence address is the same as the address of the listed property. The Correspondence Address field is auto-populated in that case.

Click on the Next button to move to the Documents section.

Upload the required documents in the Documents section of the application form. In the Select Document field, select the type of document you are uploading for Address Proof, Identity Proof, Registration Proof, Usage Proof, and Construction Proof.

Click on the Upload File button to upload the documents.

Click on the Next button to proceed to the next section.

Click on the Add Property button once the details are reviewed and corrected. The system displays the New Property Successfully Added acknowledgement message.

The Property ID is available along with this message.

Click on the Download button on top of the message box to download the application. Click on the Print button to print the application.

Search Property

To search for a submitted application or track the status of submitted applications navigate to the Property Tax home page. There are two search options available. Users can search by property or application.

To Search by Property click on the Search Property tab. Enter the ULB. The system displays the registered City or ULB details by default. Enter any of the following search parameters or combinations to refine the search for property. Enter the Owner Mobile No. or the Unique Property ID allotted by the system. Enter the Existing Property ID if there is any legacy ID linked to the property.

Click on the Search button to view the results. Click on the Reset button to renew search with different parameters.

To Search by Application click on the Search Application tab.

Enter any of the following search parameters or combinations to refine the search for property. Enter the Application No. or the Owner Mobile No. or the Unique Property ID.

Click on the Search button to view the search results. Click on the Reset button to renew search with different parameters.

The search results show the filtered list of property entries along with the application Status.

An Active Status means the listed property is pending for further action. Inworkflow status means there is some action going on for the listed property and hence it is not accessible for any other action. Once the action is complete the status will change to Active.

Click on the Unique Property ID or Application No. hyperlink to access the property details.

Assess Property

Listed properties are assessed every financial year to calculate the property tax amount.

To assess property navigate to the Property Tax >> Assess & Search menu option on the sidebar. Alternatively, click on the Property Tax card on the Home page. Enter the required search parameter to refine your search for properties.

Click on the Search button to view the results. Click on the relevant Unique Property ID.

Scroll down the Property Information page to view the property details. Expand the Assessment History panel to view the previous assessment details.

Click on the Re-Assess button if you want to reassess the property. Expand the Payment History panel to view earlier payments made for the listed property.

Click on the Download Receipt button to get a soft copy of the listed payment. Expand the Application History panel to view the property application details.

Click on the View Details button to fetch application details. Click on the Assess Property button.

Select the relevant Financial Year.

The panel will display the Property Tax Amount details.

Click on the Add Rebate button to apply any rebates or discounts on the tax amount. This feature is not available for the citizens.

Enter any Additional Charges amount, if applicable. Select the appropriate Reason for Charges. Enter any Additional Rebate amount, if applicable. Select the appropriate Reason for Rebate.

Click on the Submit button to apply the rebate or charges to the tax amount. Click on the Calculation Details button to view the calculation logic applied for calculating the tax amount.

Click on the OK button to move back to the Assessment page.

Click on Assess Property once you complete reviewing all details. The system will display the assessment success acknowledgement message.

Click on the Proceed to Payment button to pay the property tax. Else click on the Home button to navigate back to the home page.

Pay Property Tax

Applicants have to pay the property tax once the property is assessed for the specified financial year.

To make payment for property tax click on the Proceed to Payment button after the property assessment is complete. The Payment Collection Details panel displays the tax Fee Details.

Enter the payment details. The system allows you to pay by cash, cheque, or credit/debit card. Click on the Cash, Cheque, Credit/Debit Card tab depending on the preferred payment method.

Enter payment details as requested on the screen. Click on the Generate Receipt button to confirm the payment. The screen displays the success acknowledgement message along with the Payment Receipt No.

Once the payment is complete the Property Tax Receipt is issued. Click on the Download or Print button to download or print the tax Payment Receipt.

Transfer Property Ownership

The PT module allows users to transfer the ownership of property.

To transfer the ownership of property search for the property by entering the Unique Property ID or any other search parameter. Click on the Unique Property ID to open the application. Scroll down the Property Information page. Click on the Transfer Ownership button available in the Owner Details panel.

The system will display the list of Required Documents - Transfer to Ownership.

Click on the Print button to print the list of documents. Click on the Transfer Ownership button to proceed with the mutation process. The Transfer of Ownership form page is displayed.

The application timeline shows three sections -

Transfer Details
Document Upload
Summary

The Transfer Details page includes three panels -

Transferor Details - This panel displays the current owner details.

Transferee Details - This panel requires the user to input the details of the individual to whom the property is to be transferred.

Enter the following details in the form -

Select applicable Ownership Type. Enter the Name, Gender, and Mobile No. of the transferee. Enter Guardian’s Name of the transferee and the Relationship with Guardian. Enter the Email address of the transferee. Select the relevant Special Applicant Category. Enter the Correspondence Address of the transferee.

Registration Details - This panel requires the user to input the registration details in context to the transfer of the property ownership.

Enter the following details in the form.

Select Reason for Property Transfer. Enter Property Market Value, the Registration Document No. and the Registration Document Issue Date. Enter the Registration Document Value. Enter any Remarks.

Click on the Next Step button to move to the Document Upload section.

Select Document you want to upload for Address Proof, Identity Proof, and Registration Proof. Click on the Upload File button to upload the copy of scanned documents.

Click on the Next Step button to move to the Summary section.

The Summary page will display the filled-in application details. Scroll down the page to review the information entered. Click on the Previous Step button to go back and make any changes in the form.

Click on the Submit button once all details are reviewed. The screen will display the application success message. Click on the Download button on top of the message box to download the application. Click on the Print button to print the application.

Edit Property

To make any changes in the application navigate to the Home page. Search for the application you want to verify by entering any of the search parameters. Click on the Application No. to open the application. Scroll down the form to review the filled in details.

Click on the Edit Property button available at the bottom of the page. Change any details in the form as required. Click on the Update Property button once all changes are complete.

W&S Implementation Guide

Section 1: Executive Summary

Overview of the Product

Access to clean and safe water is one of the basic needs of citizens. Each Urban local body has been mandated with catering to the water and sanitation needs of its citizens. The computerized and automatic Water and Sewerage system offered by eGov enables citizens who seek to apply and pay for water and sewerage connections within any Urban Local Body with a transparent, speedy, hassle-free and user-friendly procedure. The ULB officials can now sanction connections, generate bills and collect payments for water and sewerage connections more efficiently. (For details on product features refer to Section-2)

Implementation Methodology for W&S

For the offered product, the implementation process can be divided into six major distinctive stages. Each stage has predefined entry and exit criteria, roles & responsibilities to assure objective monitoring and decision making for the overall success of the engagement. The whole implementation lifecycle is typical of 23-27 weeks for the State/UT keeping in mind the entry, and exit criteria defined at the beginning and end of each stage are met on time recommended.

Stage Zero-program setup and onboarding is a pre-requisite for the initiative to kick-off and requires setup of the governance model, implementation team and decision regarding other significant elements of the initiative like funding and procurement process. Stage One of the initiative requires scoping of the initiative and decide on the priorities for implementation by the State/UT implementation Team. In Stage Two, the W&S team is appointed and its processes are standardized. In Stage Three, the State/UT Team will work upon identifying and finding solutions to the significant gaps in the product offered w.r.t. to the need of the State/UT. Configuration and customization of the product offered in the primary objective of stage four. This involves working on various aspects of UT-specific needs and incorporating them into the product suite offered. In Stage Four and Five, post doing UAT and including all the necessary feedback on the product, the roll-out of the product is done at the State/UT level(Go Live) from a couple of ULBs to pan State/UT coverage. In Stage Six of sustenance and ongoing improvement, key activities are adoption and governance tracking with the planning of ongoing sustenance. (For details on implementation plan refer to Section-3).

Critical Success Factors for implementation

Implementation of Water and Sewerage (W&S) requires meticulous planning and close coordination between various stakeholders at the centre and State/UT level. The success of the initiative is dependent upon many factors like strong Program governance, availability of the trained resource, financial planning, targeted implementation Team onboarding, focus on last-mile capacity building and ensuring necessary support to the urban centre. Achievement of all these factors will provide the most effective and efficient roll-out and adoption of the Water and Sewerage Implementation System in the UT.

Section 2: Water and Sewerage (W&S) Product - Overview

The Water and Sewerage (W&S) module provides a digital interface to apply for water and sewerage connections and pay the water and sewerage charges for connection/s. It can be used by the citizens, Urban Local Body (ULB) counter employees and field employees, and ULB Administrators to accomplish their specific tasks. It is available as a mobile and web-based application. The W&S product features can be broadly classified as the following modules:

Registration, Login and Creation of User Profile
Application for new Water/Sewerage connection
Searching for a Connection
Modifications to a Connection
Entering meter reading of metered connections
Generate Demand
Payments collection and Receipts
Dashboards and Reports

This module provides enables the following capabilities:

OTP Based Login for Citizen via Web/Mobile App
OTP Based Login for Employee via Web/Mobile App
Provision for language selection during first time registration for both Employee and
citizens
Provision of creating a personalized Profile for Citizens and employees on Web App
Login Credentials for the various hierarchy of employees
Role-based access for performing different actions relating to the W&S module

Module 2: Application for new Water & Sewerage connection

The system allows the Citizen / ULB user (with an appropriate role in the system) to apply for a New Water/Sewerage connection. The application goes through an approval workflow before it is available for various transactions in the system. The workflow to be followed for a new water/sewerage connection is configurable. In the workflow, the ULB official will generate the estimation notice. Once the payment is made, a work order will be generated.

Every time there is a change in the status of an application, the citizen will be intimated through in-app notifications, SMS and email. The citizen and employee can view the history of the various states that an application has been in and the comments added by the employee in each state of the application.

Module 3: Searching for a Connection

Only employees from the W&S department will be able to access the feature, to search for water and sewerage connections. They can search for any connection based on parameters such as:

Consumer number
Application number
Owner mobile number
Application status
From date
To date

The search result contains the Application number, Consumer number, Owner name, Status, Due amount and the Pay now option. The Employee can make payment for a connection on the citizen’s behalf using the ‘Pay Now’ option.

Citizens can also search for their connection in the portal. They can search using the Owners mobile number, Property ID, Consumer number etc. The search result yields, Owner’s Name, Address, Due amount and Pay option.

Module 4: Modifications to a Connection

The system facilitates the title transfer of water tap connection from one person to the other person. Title transfer of water tap connection directly depends upon Property tax. If title transfer is done in the property tax module then at the time of final approval, the changes will reflect in the W&S module automatically. After the title transfer has been completed successfully, subsequent bills will be generated with the details of the new owner/s.

Water tap change in usage happens when property type is changed from residential to Non-residential or from Non-residential to residential. Change in usage directly depends on the property tax module. If the property type is changed in the Property tax system then it will automatically reflect in the W&S system. When there is a change in the usage type, the subsequent bills will reflect the rates as per the updated usage category. When there is a change in the usage category in the middle of the billing cycle, pro-rata charges will be applied in the next billing period.

The change in connection category from non-metered to metered and vice-versa is also possible in the W&S system with the appropriate workflow configured to intimate all stakeholders of the change and collect any charges (if applicable) from the citizen.

Module 5: Entering meter reading of metered connections

On the W&S billing screen, there is a card called ‘Meter reading’. An employee can click on Meter reading which redirects the employee to the meter reading landing screen. The employee can search based on the following criteria:

ULB
Boundary Type
Boundary Value
Billing Year
Billing Period
Billing Period Value
Consumer No.

This feature facilitates the employee to search for all results based on desired criteria. The search result yields the following values: consumer number, owner name, meter status, last reading, current reading, date and consumption.

The employee can edit meter status, current reading, date and consumption under certain conditions. Based on this information the employee can generate the bills for connections.

Module 6: Generate Demand

In the system, there is a feature to generate demand under the billing section. Generate demand has a search feature in which the connections can be searched for which demand has been already generated. An employee can view, also edit those demands based on certain conditions.

The system has the capability to configure the demand generation as an automatic or a manual process. In the automatic process, the demand generation for non-metered connections is automatically done periodically. For metered connection as soon as the employee enters the meter reading and clicks on ‘SAVE’, the demand is generated.

Any success/ failure to generate demand triggers an automatic notification to the concerned ULB officials via email. Also, the demand generation cycle, demand generation date and officials who should receive the notifications can be configured.

Module 7: Payments collection and Receipts

The citizen can pay for dues by searching his/her connection. In search results, the citizen can click on pay, which redirects to the summary page of the dues. After this, the citizen can pay for dues online. An employee can also collect the payment on the citizen’s behalf. After searching for the desired connection, clicking on pay will redirect the employee to the common payment page. The employee can print the receipt after the payment is successfully collected. The citizen is also notified and gets a download receipt link in the notification.

Module 8: Closure of Water Connection

If the Water tap owner has got his own water source then the water tap owner can initiate for Water tap connection closure permanently. So, that tap will be closed permanently and demand would not be generated for the connection. Application for the closing of water tap connection is accepted only with the latest water charges receipt and clearing of old dues.

Module 9: Dashboards and Reports

The state-level administrator can keep track of relevant metrics by using dashboards. Dashboards for W&S can be accessed by a state-level user under login.

The dashboard has these components:

Financial Indicators
- W&S Total collections YTD
- Water Collection
- Sewerage Collection
- Water - Demand vs Collection (Monthly trend)
- Sewerage - Demand vs Collection (Monthly trend)
Municipal Adoption
- W & S: No. Of ULBs Live
- W & S: Total Number of ULBs
- Water Consumers by Connection Type
- W & S Consumers by Usage Type
- Total Collections by Source
- Total Collections by Mode
- W & S Adoption : ULB Wise
Today’s Collections
- W&S Total collections: Today
- Water Charges - Total collections: Today
- Sewerage Charges - Total collections: Today
- W&S - Total No. of Receipts: Today
- Water - Total No. of Receipts: Today
- Sewerage - Total No. of Receipts: Today
- Mode wise W&S collections: Today
- W&S ULB wise collections: Today

Water & Sewerage (W&S) Implementation Methodology for the State of xxx

Section 3 Water and Sewerage (W&S) Implementation Methodology

This section provides an overview of the methodology for State-wide implementation of W&S. The Implementation of W&S is distributed across seven distinct stages. Each stage has predefined entry & exit criteria and roles & responsibilities. This is to ensure objective monitoring and decision making for the overall success of the program. Details of each stage are defined in this section.

Note: This document is specific for States that have more than 30 ULBs.

W&S implementation program is expected to be completed approximately between 38- 42 weeks with the resource deployment by the State and System Integrator (SI) Team (as defined below). However, it is critical that activities and exit criteria set for each stage are achieved to adhere to this timeline.

Seven Stages of Implementation

Stage 0 - Program Setup/Onboarding

There is a set of initial critical activities that are undertaken on receiving a letter of Enrollment from the State/Union Territory. Successful completion of these activities assures that the program is started with crucial personnel, System Integrator(SI) Teams and funds.

Stage 0 - Program Setup/ On-Boarding

Duration

4-6 weeks

Entry Criteria

Acceptance Letter/MoU by State

Exit Criteria

Finalize Water and Sewerage Program Vision
Finalize funding for the program
Define State/Union Territory -specific procurement process
Water and Sewerage Cell appointment. Consisting of :
- Domain expert
- Nodal officer (EO/ Commissioner/ Senior Official)
- Program Head
System Integrator(SI) Team sign-up/onboarding

Vision:

Define the value proposition of the programme for the state
Define the time frame within which the state needs to:
- Go live
- Scale pan-state
Define Year-on-Year(YoY) Financial Targets

System Integrator(SI) Sign-up:

System Integrator and state will agree on program scope, program timelines, and budgeting & resourcing.

Stage 1 - Program Kick-Off

This stage envisages the in-person interaction of crucial State/UT officials and implementation System Integrator(SI) Teams to kick-start the program. This stage may require multiple interactions/meetings with different stakeholders. The principal objective of these interactions is to identify scope, plan strategies for phasing/rollout (in pilot ULBs/Pan State) and create an active collaboration & Governance approach and agree on a high-level timeline for the engagement.

Stage 1 - Program kick-off

Duration

4-6 weeks

Entry Criteria

Program setup (Stage 0) is complete
SI Team signed-up

Key Activities

Project kick-off meeting and stakeholders consultation
Identify & agree on scope and exclusions
Finalize the approach on obtaining the W&S Connection Legacy Data (At least from the Pilot ULBs)
Identify pilot ULBs
Product Walkthroughs
Define Project Steering Committee Structure and Project Governance process
Define phases of rollout/ deployment
State Baseline Data (As per the Module)
Pilot ULBs Specific Product Data Configuration
Agreement on Product Feature Priorities and high-level delivery timelines
Assessment of all on ground W&S process along (1) citizen services/channels around it (2) Integration with other Department process
Finalize Program Success Metrics for Rollout and Adoption and Governance adhering to the vision of the program
Internal Capacity Building, program logistics at State and ULBs, as per the current scenario

Exit Criteria

Publish the program charter
- Implementation plan agreement with priority applications and broad timelines
- Program Governance Model
- Program Success Metrics
- Capacity Building
W&S Cell formation and appointment
Finalizing the strategy for W&S Connections Legacy Data
Master Data preparation/collection kickoff from Pilot ULBs
Cloud Infrastructure procured
Project Office Space allocated
Program Branding( Name, Logo, Tagline etc.)

Note

1) State Baseline Data (As per the Module): A Baseline Template is provided to collect certain vital information like no. of transactions, revenue collected in the last FYs, collection mode, budget data, etc. This data is vital for various analysis at the state level. This data must be collected pre-rollout. The baseline data collection templates will be provided to the state/SI Team.

2) ULBs Specific Product Data Configuration: This Master data is required from the Product Perspective to go live. For eg: Connection Legacy Data, Boundary Data, List of Employees, Rates etc. Master Data Template will be provided for the collection of this particular data type.

Stage 2 - Solution Design

During the Solution design stage, key State/UT officials and members, who are subject matter experts, are expected to share State/UT acts and policies and help interpret the same for the System Integrator (SI) Team. This stage baselines the State/UT-specific product features in the Product Configuration report.

Stage 2 - Solution Design

Duration

4-6 weeks

Entry Criteria

Program Charter
W&S Cell appointment

Key Activities

Standardization of all W&S processes, if needed
Initiate policy change and Process Re-engineering, if needed based on identified improvements
Conduct Product familiarization workshop
Initiate collection of Master Data (Legacy & Product Based) from pilot ULBs
Finalize data migration/collection/sync-up approach (State needs to provide a signoff)
Finalize data validation approach (State needs to provide a signoff)
Building capacity for basic understanding of resources and tools required to be used

Exit Criteria

Publish the W&S processes, data template/workflows (State needs to provide a signoff)
Finalization of Roll-out plan(in different phases)
Solution agreement for required state/UT-specific customisations
Finalization of Initial Reporting and Design (State needs to provide a signoff)
Finalization of Dashboard KPIs (State needs to provide a signoff)
Sign-off on data approach( Data collection/migration/correction/sync-up/validation) from the state
Detailed project plan

Stage 3 - Configuration & Customization

This stage consists of a series of developments in accordance with the detailed project plan to ensure the smooth functioning of the customised product. Preparation for the testing and data collection of the product UAT is complete. Further monitoring and maintenance strategies are put in place.

Stage 3 – Configuration & Customization

Duration

6-8 weeks

Entry Criteria

Product Configuration Report has been Signed Off by the State/UT
Detailed Project Plan set up in accordance with master data collection and environment setup

Key Activities

Setting up development environments
Development/customization of reports and dashboards
Development/Integration of portal
Third-Party Integrations (Payment gateway, Handheld/pos device)
Updation of user manuals and other key documents
Preparation & execution of Test Cases
Setup monitoring, support & maintenance processes and tools
W&S and Legacy data collection from Pilot ULBs (at least)
Training for basic understanding of resources and tools required to be used (system-related)
- identify ULB level nodal officers for day to day support
Legacy Data Validation signoff from the state on Data Validation
- Post this migration exercise will be taken up for water/sewerage connections
- Migration and verification of Pilot ULB data as per data provided by the State

Exit Criteria

Data Validation Signoff by the state, post which the Legacy Data will be uploaded to UAT
Configured/Customized product that is ready for UAT
Monitoring, support & maintenance of Dashboards
- finalization of Initial Reporting and Dashboard KPIs

Stage 4 - UAT & Go Live

During this stage, a demonstration of the product followed by a hand on session is conducted for the ULB officials. Necessary training of ULB officials and resources required for UAT is conducted and identified respectively. The establishment of the State/UT support Team and required processes are initiated in this stage.

Stage 4 – UAT & Go Live

Duration

2-3 weeks

Entry Criteria

Configured/Customized product ready for UAT
Pilot ULB Officials (Associated with W&S) are available for UAT & Training

Key Activities

UAT Environment Setup
Sign off from Pilot ULBs on the Migrated Connection Legacy Data during UAT
Issues/bug identification and resolution
Regression UAT and Sign off from Pilot ULBs/ State
Setting up the Production environment
Setting up Support Center & processes (Help Desk)
Training (Users, trainer)
- master trainers identified from the ground for simultaneous training
Training the Support Resources
Marketing & promotion activities
Go Live & launch event
Setup of review and monitoring cadence/team
- Usage/review/Dashboard/Field Visits

Exit Criteria

UAT Sign-off & Go Live for Pilot ULBs
Setup of review and monitoring cadence

Stage 5 – Rollout

On successful Go-Live in the Pilot ULBs, after further configurations to stabilize the product, the solution will be rolled out to the rest of the ULBs in multiple phases. Guidance and support from the State/UT Team will be required to create the rollout plans and assure the necessary infrastructure for training and deployment is available at each ULB.

Note: The rollout phase needs to be detailed out for iterative activities of onboarding ULBs in batches.

Stage 5 – Rollout

Duration

5-6 weeks

Entry Criteria

The pilot has been successful in the State/UT
- there are less than 3 open critical incidents (issues) with respect to product, implementation and data

Key Activities

ULB configurations phase-wise as per the Project Plan
Phase wise migration and verification of ULB data (as per the Data Agreement signoff, provided by the State)
Logistics planning for training
Establishment of bug ticketing tool for resolving ground-level issues by the state team
Training the Users at the district level
Pan State Roll-Out - Phase wise
Stabilise product

Exit Criteria

State/UT wide Rollout in batches:

Adoption tracking & Review Cadence operational
Help Desk Effectiveness assured
Critical Bugs fixed
Program Success Metrics Tracking Kick-started

Note: Only once all the stages are complete in one batch of the rollout of around 30 ULBs, the next batch begins. There are multiple phases of rollout. The second batch begins after the first batch has successfully fulfilled all the criteria of the Rollout Phase. Typical timelines for closure of rollout in each batch is 5-6 weeks (in a batch of 30 ULBs).

Stage 6 – Sustenance and Ongoing Improvement

The final stage consists of strategies to ensure the sustenance of the product in the State/UT. Systems are put in place to ensure the continuous tracking of data and provisions are made to improve the product if new data suggest.

Stage 6- Sustenance and Ongoing Improvement

Duration

Ongoing process

Entry Criteria

Rollout Phase 1( First set of 30 ULBs where rollout will happen after Pilot)

Key Ongoing Activities

Adoption Review Meetings as per the vision defined for the program
W&S Cell Focuses on Using data for:
tracking field issues and performance data to identify improvements
identify additional Integrations around W&S to make processes more robust towards enhancing W&S revenues (e.g Upstream and downstream Processes)
Conduct Weekly Review Meeting between ULBs, State Team for feedback on the system, which must be chaired by the Program Head
- Plans of ongoing Sustenance in Place with respect to :
  - Funding
  - IT support (infra, helpdesk, ongoing enhancements)
  - Process Effectiveness and Improvements

Section 4: Roles and Responsibilities – W&S Cell, NUS Team & System Integrator (SI)Team

This section outlines the activities involved in each stage of the implementation along with the responsibility and accountability of critical stakeholders - UT, NUS Team and System Integrator Team onboard.

W&S Cell: W&S Cell is the government-appointed body chaired by the Principal Secretary/Secretary, Urban Development Department with members from Urban Development Department etc.

Resource requirements for the W&S cell required to be formed by the UT

Resource Name

No. Of Resources

Project Head

Domain Expert

Nodal Officer

MIS Expert

Note: Designation mentioned above are as per designations known driving W&S implementation at the State/UT level as explained below. (These are the preferred figures in the case of Domain Expert, 2 people are subject to availability)

Project Head: Is the Head of the W&S Cell who will drive the project from the State/UT Side
Domain Expert: Person who is well aware of the on-ground scenario, well versed with the act, GOs passed, Prevalent Business processes, Deviations from the acts, Rates/ slabs applicable
Nodal officer (EO/Commissioner/ Senior Official): the product coordinator to drive the project centrally. Monitor usage post Go Live- point of escalation for Implementation Team, Seasoned and worked in Multiple ULBs on various modules and has a good understanding of W&S, Facilitate and Track data collection Post Go Live, Monitors and facilitates the adoption of the application. point of contact for eGov, SI and at the HQ level.
MIS Expert: Day to day tracking of the program, data entry, reporting and review to senior officials

eGov Team: eGov Team is the technical partner of the project which will provide all necessary support to the State/UT concerning the implementation, Program Designing etc.

System Integrator (SI) Team: SI Team will be responsible for the rollout of the initiative in the UT, providing end to end support to the State/UT w.r.t. The implementation of the products in the ULBs.

Guidelines to read the table are mentioned on the next page:

Execute - One who owns the accountability to complete the activity
Consult - One who may initiate, guide and in the process, handhold the execution of the activity

Stage 0 - Program Setup/ On-Boarding

Task/Activity

eGov

State Leadership

Appoint W&S Cell

Consult

Execute

Finalize funding for the program

Consult

Execute

Define state/UT-specific procurement process

Consult

Execute

System Integrator(SI) Team sign-up/onboarding

Consult

Execute

Finalize Water and Sewerage Program Vision

Consult

Execute

Note: Stage 0 is where the W&S cell and SI team are formed, hence there are only two entities playing a role which is that of eGov and the state leadership. Once the W&S cell and SI team are finalized, their role begins in the following stages.

Stage 1 - Program kick-off

Task/Activity

eGov

W&S Cell

SI Team

Identify & agree on scope and exclusions

Consult

Identify pilot ULBs

Execute

Consult

Project kick-off meeting and stakeholders consultation

Execute

Consult

Product Walkthroughs

Consult

Execute

Define Project Steering Committee structure and Project Governance process

Consult

Execute

Define phases of deployment/ rollout

Consult

Execute

Agreement on Product Feature Priorities and high-level delivery timelines

Consult

Execute

Assessment of all W&S process along

(1) citizen services/channels around it

(2) Integration with other department processes

Consult

Execute

Finalize Program Success Metrics for Adoption and Governance adhering to the vision of the program

Consult

Execute

Internal Capacity Building, program logistics at State and ULBs, as per the current scenario

Execute

Consult

Stage 2 - Solution Design

Task/Activity

eGov

W&S Cell

SI Team

Standardisation of all W&S processes, if needed

Consult

Execute

Initiate policy change and Process Re-engineering, if needed based on identified improvements

Consult

Execute

Consult

Conduct Product familiarization workshop

Consult

Execute

Initiate collection of master data from pilot ULBs

Consult

Execute

Finalize data migration/collection/sync-up approach

Consult

Execute

Finalize data validation approach

Execute

Consult

Building capacity for basic understanding of resources and tools required to be used

Execute

Consult

Stage 3 – Configuration & Customization

Task/Activity

eGov

W&S Cell

SI Team

Setting up development environments

Consult

Execute

Development/customization of reports and dashboards

Consult

Execute

Development/Integration of portal

Consult

Execute

Third-Party Integrations (Payment gateway, Handheld/pos device)

Consult

Execute

Updation of user manuals and other key documents

Consult

Execute

Preparation & execution of Test Cases

Consult

Execute

Setup monitoring, support & maintenance processes, tools and dashboards

Consult

Execute

Data Migration for Pilot ULBs(at least)

Consult

Execute

Training for basic understanding of resources and tools required to be used (system-related)

Execute

Consult

Legacy Data Validation signoff from the state on Data Validation

Execute

Consult

Stage 4 – UAT & Go Live

Task/Activity

eGov

W&S Cell

SI Team

UAT Environment Setup

Consult

Execute

UAT Testing

Consult

Execute

Issues/bug resolution

Consult

Execute

UAT Sign off from Pilot ULBs

Execute

Consult

Setting up the Production environment

Consult

Execute

Setting up Support Center & processes (Help Desk)

Execute

Consult

Training (Users, trainer)

Execute

Consult

Training the Support Resources

Consult

Execute

Marketing & promotion activities

Execute

Consult

Go Live & launch event

Execute

Consult

Setup of review and monitoring cadence/team Usage/ review/Dashboard/Field Visits

Execute

Consult

Stage 5: Rollout

Task/Activity

eGov

W&S Cell

SI Team

ULB configurations

Consult

Execute

Phase wise Migration and verification of ULB data

Execute

Consult

Logistics planning for training

Execute

Consult

Training the Users at the district level

Execute

Consult

Roll Out - All Locations

Consult

Execute

Stabilize product

Consult

Execute

Stage 6- Sustenance and Ongoing Improvement

Task/Activity

eGov

W&S Cell

SI Team

Adoption Review Meetings as per the vision defined for the program

Consult

Execute

Consult

W&S Cell Focuses on Using data for:

tracking field issues and performance data to identify improvements
identify additional Integrations around W&S to make processes more robust towards enhancing W&S revenues (e.g Upstream and downstream Processes)

Execute

Consult

Conduct Weekly Review Meeting between ULBs, State Team for feedback on the system, which must be chaired by the Program Head

Execute

Consult

Plans of ongoing Sustenance in Place with respect to :

Funding
IT support
Process Effectiveness and Improvements

Consult

Execute

Consult

Section 5: Overall Program Assumptions

Areas

Assumptions

Infrastructure

The actual Infra will be provided based on the questionnaire inputs received from the state
The state will take care of providing necessary project infrastructure and office facilities during the program for all on-site project Team members, which will be confirmed during the initiation phase. This includes workspace, office equipment (e.g., telephone with STD, fax machine, photocopy machine, etc.), stationery, PC/workstation, project LAN and internet access, etc.
The state will provide the necessary administrative support staff to carry out day-to-day project administration tasks, e.g., meeting rooms, Videoconferencing, etc.
The state should provide a Project Office and at least one conference room with a speaker phone throughout the Project Duration.

Project Scope

Any new requirements received from the State during the implementation phase will be handled through a change management process

State Team

The state will nominate a reasonably sized multifunctional Team from various departments of the State to be responsible for the implementation. The state Team would be required for information, validation, and execution through the implementation cycle and the Team members should be reasonably empowered to take decisions. Any delay in the decision-making process and the non-availability of the State Team may have an impact on the schedule.
The participants from State are expected to have a thorough understanding of the State’s internal processes.
The state will engage internal and external stakeholders required for this engagement and ensure their availability whenever needed.

Documentation

User education and training documentation will be delivered as per the default product documentation of the identified product versions.
The product manuals are expected to be shared with the State as part of the user manual.
All documentation would be in English only.

Training

Training to the end-users will be driven by the state Team.
The state will be responsible for providing the necessary infrastructure required for the Training, which includes the following readiness.
Training Rooms (Parallel Training Sessions) with Projector, White Board, Markers, Internet Connection, sufficient seating capacity, Desktop/Laptop for each participant and availability of Network for Trainees to connect to the server.

Implementation

The scope of the implementation will be limited to the services mentioned in Section 2.
eGov Team will have an identified SPOC for handling the first level of communication with the client unless discussed and agreed upon.
eGov Team will not be involved in defining the test cases or executing the test cases.
Necessary signoff would be provided by the state upon completion of the defined milestones.

Glossary

PROGRAM

Vision: Defining the time frame to go live, the time frame to scale it pan state, the value proposition of the programme for the state and year-on-year financial targets and adoption targets

Project Plan: A detailed plan of Program schedule/timelines, implementation phases, team structure and ongoing support and maintenance required.

System Integrator: The Entity/Company which collates all the subsystem required for the project and integrates them to achieve the program objective

Program Charter: Outline of implementation plan agreement with priority applications and broad timelines, program governance model, program success metrics and capacity building.

Acceptance Letter/MOU: Formal Acceptance/Sign Off of the Client State with a clear mandate of the Program

Program Success Metrics: Defining the parameters (which are measurable) prior to the program, on which the success of the program is to be measured on the completion of the program

Project steering committee: The key body within the governance structure which is responsible for the business issues associated with the project that are essential in ensuring the delivery of the project outputs and the attainment of project outcomes.

Project governance: Set of policies, regulations, functions, processes, procedures and responsibilities that define the establishment, management and control of projects, programmes and portfolios.

IMPLEMENTATION

Scoping: List of activities measured against the time taken to complete them in accordance with the project goals

Baseline data: Set of information that serves as a foundation to compare other data acquired afterwards

Project Kick-off meeting: Meeting with the project team and the client of the project. This meeting would follow the definition of the base elements for the project and other project planning activities

Fitment Study: GAP Study of the Existing/Required Field Process Vs Product

Data migration: Existing Records of the functional activities need to be moved into the Database of the newly released Application

Data collection: Required data for the roll-out of the applications, which needs to be collected from the existing functional process

Data validation approach: This approach enables the sanctity of the Data with built-in validation by Design

Data synchronization: The process of establishing consistency among data from a source to a target data storage and vice versa and the continuous harmonization of the data over time.

Pilot Implementation: Any new process is tested out as a pilot in one or two instances before pan implementation

Pilot ULB: The ULBs selected for the pilot implementation are called pilot ULB.

Roll out: On successful clearance of the Pilot, the Process/Application/Services are implemented across all Offices/ULB's

Deployment: Deployment defines the complete package of Software components set up in a particular environment

PRODUCT

Customisation: Details of changes to be made in the Product to comply with the needed field process

Configuration: Defining existing content such as Options and Variables based on the requirements on the ground

Product walkthrough: Explaining the users step-by-step through a set of actions that they need to take to achieve a specific outcome

Sewerage Service

Overview

This is one of the major application of the egov stack which helps municipal and citizens to handle sewerage services like creating sewerage connection, searching sewerage connection, sewerage connection, also creating property if it doesn't exist and creating and updating workflow were depending on different roles of the logged-in user he/she can perform various actions like editing or perform document verification and many more specified in workflow documentation and SMS & email notification sent to the owner for various actions performed in the workflow.

Pre-requisites

Before you proceed with the documentation, make sure the following pre-requisites are met -

Java 8
Kafka server is up and running
egov-persister service is running and has sewerage service persister config path added in it
PSQL server is running and a database is created to store sewerage connection / application data
knowledge of eGov-mdms service, eGov-persister, eGov-idgen, eGov-sms, eGov-email,eGov-user, eGov-localization, eGov-workflow-service will be helpful.

Key Functionalities

The sewerage service provides multiple functionalities starting from serving as a central repository where one can create sewerage connection, update sewerage connection, search for a particular sewerage connection based on different criteria like mobile number, sewerage connection nos etc. and also creating property if it doesn't exist, creating and updating workflow were depending on different roles of the logged-in user he/she can perform various actions like editing or perform document verification and many more specified in workflow documentation and SMS & email notification sent to the owner for various actions performed in the workflow. The different services provided by the sewerage services are

Creating sewerage connection
Updating sewerage connection
Apply for Property creation.
Searching sewerage connection based on a few criteria mentioned in swagger documentation later
Creating property if it doesn't exist
Creating and updating workflow.

Environment Variables

Description

egov.sewarageservice.createconnection

This variable contains the kafka topic name which is used to create new sewerage connection application in the system.

egov.sewarageservice.updateconnection

This variable contains the kafka topic name which is used to update the existing v connection application in the system.

egov.sewerageservice.updatesewerageconnection.workflow.topic

This variable contains the kafka topic name which is used to update the process instance of the sewerage connection application.

egov.idgen.scapid.name

This variable contain the idgen format name for sewerage application

egov.idgen.scapid.format

This variable contain the idgen format for sewerage application ex:- WS/[CITY.CODE]/[fy:yyyy-yy]/[SEQ_EGOV_COMMON]

egov.idgen.scid.name

This variable contain the idgen format name for sewerage connection

egov.idgen.scid.format

This variable contain the idgen format for sewerage connection ex:- WS_AP/[CITY.CODE]/[fy:yyyy-yy]/[SEQ_EGOV_COMMON]

Interaction Diagram

To Do

Table UML Diagram

****

Configuration Details

MDMS configuration

sw-services-calculation
PropertyTax

master-config.json for sewerage service

sw-services-calculation": {
    "Interest": {
      "masterName": "Interest",
      "isStateLevel": true,
      "uniqueKeys": [
        "$.fromFY"
      ]
    },
    "Rebate": {
      "masterName": "Rebate",
      "isStateLevel": true,
      "uniqueKeys": [
        "$.fromFY"
      ]
    },
    "Penalty": {
      "masterName": "Penalty",
      "isStateLevel": true,
      "uniqueKeys": [
        "$.fromFY"
      ]
    },
    "SCBillingSlab": {
      "masterName": "SCBillingSlab",
      "isStateLevel": true,
      "uniqueKeys": []
    },
    "billingPeriod": {
      "masterName": "billingPeriod",
      "isStateLevel": true,
      "uniqueKeys": [
        "$.billingCycle"
      ]
    },
    "SW_CHARGE": {
      "masterName": "SW_CHARGE",
      "isStateLevel": true,
      "uniqueKeys": []
    },
    "SW_TIME_PENALTY": {
      "masterName": "SW_TIME_PENALTY",
      "isStateLevel": true,
      "uniqueKeys": []
    },
    "SW_Round_Off": {
      "masterName": "SW_Round_Off",
      "isStateLevel": true,
      "uniqueKeys": []
    },
    "PlotSizeSlab": {
      "masterName": "PlotSizeSlab",
      "isStateLevel": true,
      "uniqueKeys": []
    },
    "PropertyUsageType": {
      "masterName": "PropertyUsageType",
      "isStateLevel": true,
      "uniqueKeys": []
    },
    "FeeSlab": {
      "masterName": "FeeSlab",
      "isStateLevel": true,
      "uniqueKeys": []
    },
    "RoadType": {
      "masterName": "RoadType",
      "isStateLevel": true,
      "uniqueKeys": []
    },
    "CalculationAttribute": {
      "masterName": "CalculationAttribute",
      "isStateLevel": true,
      "uniqueKeys": []
    }
  }

Property creation through WNS module https://github.com/egovernments/egov-mdms-data/blob/DEV/data/pb/PropertyTax/PTWorkflow.json

Persister configuration: https://github.com/egovernments/configs/blob/qa/egov-persister/sewerage-persist.yml

Actions & Role Action Mapping

Actions

[
  {
      "id": {{PLACEHOLDER1}},
      "name": "Create Sewerage Connection",
      "url": "/sw-services/swc/_create",
      "displayName": "Create Sewerage Connection",
      "orderNumber": 0,
      "enabled": false,
      "serviceCode": "sw-services",
      "code": "null",
      "path": ""
    },
    {
      "id": {{PLACEHOLDER2}},
      "name": "Update Sewerage Connection",
      "url": "/sw-services/swc/_update",
      "displayName": "Update Sewerage Connection",
      "orderNumber": 0,
      "enabled": false,
      "serviceCode": "sw-services",
      "code": "null",
      "path": ""
    },
    {
      "id": {{PLACEHOLDER3}},
      "name": "Search Sewerage Connection",
      "url": "/sw-services/swc/_search",
      "displayName": "Search Sewerage Connection",
      "orderNumber": 0,
      "enabled": false,
      "serviceCode": "sw-services",
      "code": "null",
      "path": ""
    }
]

Role Action Mapping

[
  {
      "rolecode": "CITIZEN",
      "actionid": {{PLACEHOLDER1}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "CITIZEN",
      "actionid": {{PLACEHOLDER2}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "CITIZEN",
      "actionid": {{PLACEHOLDER3}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "SW_CEMP",
      "actionid": {{PLACEHOLDER1}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "SW_CEMP",
      "actionid": {{PLACEHOLDER2}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "SW_CEMP",
      "actionid": {{PLACEHOLDER3}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "SW_DOC_VERIFIER",
      "actionid": {{PLACEHOLDER2}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "SW_DOC_VERIFIER",
      "actionid": {{PLACEHOLDER3}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "SW_FIELD_INSPECTOR",
      "actionid": {{PLACEHOLDER2}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "SW_FIELD_INSPECTOR",
      "actionid": {{PLACEHOLDER3}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "SW_APPROVER",
      "actionid": {{PLACEHOLDER2}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "SW_APPROVER",
      "actionid": {{PLACEHOLDER3}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "SW_CLERK",
      "actionid": {{PLACEHOLDER2}},
      "actioncode": "",
      "tenantId": "pb"
    },
    {
      "rolecode": "SW_CLERK",
      "actionid": {{PLACEHOLDER3}},
      "actioncode": "",
      "tenantId": "pb"
    }
]

Workflow business service config

Create businessService (workflow configuration) using the __/businessservice/_create. Following is the product configuration for sewerage service

{
  "RequestInfo": {
    "apiId": "Rainmaker",
    "action": "",
    "did": 1,
    "key": "",
    "msgId": "20170310130900|en_IN",
    "requesterId": "",
    "ts": 1513579888683,
    "ver": ".01",
    "authToken": "{{Auth_Token}}"
  },
  "BusinessServices": [
    {
      "tenantId": "pb",
      "businessService": "NewSW1",
      "business": "sw-services",
      "businessServiceSla": 259200000,
      "states": [
        {
          "sla": null,
          "state": null,
          "applicationStatus": null,
          "docUploadRequired": false,
          "isStartState": true,
          "isTerminateState": false,
          "isStateUpdatable": false,
          "actions": [
            {
              "action": "INITIATE",
              "nextState": "INITIATED",
              "roles": [
                "CITIZEN",
                "SW_CEMP"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "INITIATED",
          "applicationStatus": "INITIATED",
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": false,
          "isStateUpdatable": true,
          "actions": [
            {
              "action": "SUBMIT_APPLICATION",
              "nextState": "PENDING_FOR_DOCUMENT_VERIFICATION",
              "roles": [
                "CITIZEN",
                "SW_CEMP"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "PENDING_FOR_CITIZEN_ACTION",
          "applicationStatus": "PENDING_FOR_CITIZEN_ACTION",
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": false,
          "isStateUpdatable": true,
          "actions": [
            {
              "action": "RESUBMIT_APPLICATION",
              "nextState": "PENDING_FOR_DOCUMENT_VERIFICATION",
              "roles": [
                "CITIZEN",
                "SW_CEMP"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "PENDING_FOR_DOCUMENT_VERIFICATION",
          "applicationStatus": "PENDING_FOR_DOCUMENT_VERIFICATION",
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": false,
          "isStateUpdatable": true,
          "actions": [
            {
              "action": "VERIFY_AND_FORWARD",
              "nextState": "PENDING_FOR_FIELD_INSPECTION",
              "roles": [
                "SW_DOC_VERIFIER"
              ]
            },
            {
              "action": "REJECT",
              "nextState": "REJECTED",
              "roles": [
                "SW_DOC_VERIFIER"
              ]
            },
            {
              "action": "SEND_BACK_TO_CITIZEN",
              "nextState": "PENDING_FOR_CITIZEN_ACTION",
              "roles": [
                "SW_DOC_VERIFIER"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "REJECTED",
          "applicationStatus": "REJECTED",
          "isStateUpdatable": false,
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": true
        },
        {
          "sla": 86400000,
          "state": "PENDING_FOR_FIELD_INSPECTION",
          "applicationStatus": "PENDING_FOR_FIELD_INSPECTION",
          "docUploadRequired": false,
          "isStartState": false,
          "isStateUpdatable": true,
          "isTerminateState": false,
          "actions": [
            {
              "action": "VERIFY_AND_FORWARD",
              "nextState": "PENDING_APPROVAL_FOR_CONNECTION",
              "roles": [
                "SW_FIELD_INSPECTOR"
              ]
            },
            {
              "action": "REJECT",
              "nextState": "REJECTED",
              "roles": [
                "SW_FIELD_INSPECTOR"
              ]
            },
            {
              "action": "SEND_BACK_FOR_DOCUMENT_VERIFICATION",
              "nextState": "PENDING_FOR_DOCUMENT_VERIFICATION",
              "roles": [
                "SW_FIELD_INSPECTOR"
              ]
            }
          ]
        },
        {
          "sla": 43200000,
          "state": "PENDING_APPROVAL_FOR_CONNECTION",
          "applicationStatus": "PENDING_APPROVAL_FOR_CONNECTION",
          "docUploadRequired": false,
          "isStartState": false,
          "isStateUpdatable": true,
          "isTerminateState": false,
          "actions": [
            {
              "action": "APPROVE_FOR_CONNECTION",
              "nextState": "PENDING_FOR_PAYMENT",
              "roles": [
                "SW_APPROVER"
              ]
            },
            {
              "action": "REJECT",
              "nextState": "REJECTED",
              "roles": [
                "SW_APPROVER"
              ]
            },
            {
              "action": "SEND_BACK_FOR_FIELD_INSPECTION",
              "nextState": "PENDING_FOR_FIELD_INSPECTION",
              "roles": [
                "SW_APPROVER"
              ]
            }
          ]
        },
        {
          "sla": 43200000,
          "state": "PENDING_FOR_PAYMENT",
          "applicationStatus": "PENDING_FOR_PAYMENT",
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": false,
          "isStateUpdatable": false,
          "actions": [
            {
              "action": "PAY",
              "nextState": "PENDING_FOR_CONNECTION_ACTIVATION",
              "roles": [
                "CITIZEN",
                "SW_CEMP"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "PENDING_FOR_CONNECTION_ACTIVATION",
          "applicationStatus": "PENDING_FOR_CONNECTION_ACTIVATION",
          "isStateUpdatable": true,
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": false,
          "actions": [
            {
              "action": "ACTIVATE_CONNECTION",
              "nextState": "CONNECTION_ACTIVATED",
              "roles": [
                "SW_CLERK"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "CONNECTION_ACTIVATED",
          "applicationStatus": "CONNECTION_ACTIVATED",
          "isStateUpdatable": false,
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": true
        }
      ]
    }
  ]
}

Workflow for property creation through Water and Sewerage Module

{
    "BusinessServices": [
    {
      "tenantId": "pb",
      "businessService": "PT.CREATEWITHWNS",
      "business": "PT",
      "businessServiceSla": null,
      "states": [
        {
          "sla": null,
          "state": null,
          "applicationStatus": "INWORKFLOW",
          "docUploadRequired": false,
          "isStartState": true,
          "isTerminateState": false,
          "isStateUpdatable": false,
          "actions": [
            {
              "action": "OPEN",
              "nextState": "INITIATED",
              "roles": [
                "CITIZEN",
                "WS_CEMP",
                "SW_CEMP"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "INITIATED",
          "applicationStatus": "INWORKFLOW",
          "docUploadRequired": false,
          "isStartState": true,
          "isTerminateState": false,
          "isStateUpdatable": true,
          "actions": [
            {
              "action": "SUBMIT",
              "nextState": "APPROVED",
              "roles": [
                "EMPLOYEE",
                "CITIZEN",
                "SW_CEMP",
                "WS_CEMP"
              ]
            },
            {
              "action": "BACK",
              "nextState": "INWORKFLOW",
              "roles": [
                "EMPLOYEE",
                "CITIZEN",
                "SW_CEMP",
                "WS_CEMP"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "INWORKFLOW",
          "applicationStatus": "INWORKFLOW",
          "docUploadRequired": false,
          "isStartState": true,
          "isTerminateState": false,
          "isStateUpdatable": true,
          "actions": [
            {
              "action": "SUBMIT",
              "nextState": "APPROVED",
              "roles": [
                "EMPLOYEE",
                "CITIZEN",
                "SW_CEMP",
                "WS_CEMP"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "APPROVED",
          "applicationStatus": "ACTIVE",
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": true,
          "isStateUpdatable": false,
          "actions": null
        }
      ]
    }
  ]
}

Indexer config for sewerage-service

The indexer provides the facility for indexing the data to elastic search. https://github.com/egovernments/configs/blob/DEV/egov-indexer/sewerage-service.yml

Setup

Write the configuration for sewerage service. https://github.com/egovernments/configs/blob/DEV/egov-indexer/sewerage-service.yml
Provide the absolute path of the checked-in file to DevOps, to add it to the file-read path of egov-indexer. The file will be added to the egov-indexer's environment manifest file for it to be read at the start-up of the application.
Run the egov-indexer app, Since it is a consumer, it starts listening to the configured topics and indexes the data.

Modify connection

After connection activation or legacy connection, we can edit the connection. This process based on a defined workflow. Any action is based on defined roles on the action level. For edit connection, we need to upload some supporting documents and mandatory info.

Workflow config for edit connection

Create businessService (workflow configuration) using the __/businessservice/_create. Following is the product configuration for editing sewerage connection.

{
  "RequestInfo": {
    "apiId": "Rainmaker",
    "action": "",
    "did": 1,
    "key": "",
    "msgId": "20170310130900|en_IN",
    "requesterId": "",
    "ts": 1513579888683,
    "ver": ".01",
    "authToken": "{{Auth_Token}}"
  },
  "BusinessServices": [
    {
      "tenantId": "pb",
      "businessService": "ModifySWConnection",
      "business": "sw-services",
      "businessServiceSla": 259200000,
      "states": [
        {
          "sla": null,
          "state": null,
          "applicationStatus": null,
          "docUploadRequired": false,
          "isStartState": true,
          "isTerminateState": false,
          "isStateUpdatable": false,
          "actions": [
            {
              "action": "INITIATE",
              "nextState": "INITIATED",
              "roles": [
                "SW_CEMP"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "INITIATED",
          "applicationStatus": "INITIATED",
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": false,
          "isStateUpdatable": true,
          "actions": [
            {
              "action": "SUBMIT_APPLICATION",
              "nextState": "PENDING_FOR_APPROVAL",
              "roles": [
                "SW_CEMP"
              ]
            }
          ]
        },
        {
          "sla": 86400000,
          "state": "PENDING_FOR_APPROVAL",
          "applicationStatus": "PENDING_FOR_APPROVAL",
          "docUploadRequired": false,
          "isStartState": false,
          "isStateUpdatable": true,
          "isTerminateState": false,
          "actions": [
            {
              "action": "APPROVE_CONNECTION",
              "nextState": "APPROVED",
              "roles": [
                "SW_APPROVER"
              ]
            },
            {
              "action": "REJECT",
              "nextState": "REJECTED",
              "roles": [
                "SW_APPROVER"
              ]
            },
            {
              "action": "SEND_BACK",
              "nextState": "INITIATED",
              "roles": [
                "SW_APPROVER"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "REJECTED",
          "applicationStatus": "REJECTED",
          "isStateUpdatable": false,
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": true
        },
        {
          "sla": null,
          "state": "APPROVED",
          "applicationStatus": "APPROVED",
          "isStateUpdatable": false,
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": true
        }
      ]
    }
  ]
}

1{ 2 "RequestInfo": { 3 "apiId": "Rainmaker", 4 "action": "", 5 "did": 1, 6 "key": "", 7 "msgId": "20170310130900|en_IN", 8 "requesterId": "", 9 "ts": 1513579888683, 10 "ver": ".01", 11 "authToken": "{{Auth_Token}}" 12 }, 13 "BusinessServices": [ 14 { 15 "tenantId": "pb", 16 "businessService": "ModifySWConnection", 17 "business": "sw-services", 18 "businessServiceSla": 259200000, 19 "states": [ 20 { 21 "sla": null, 22 "state": null, 23 "applicationStatus": null, 24 "docUploadRequired": false, 25 "isStartState": true, 26 "isTerminateState": false, 27 "isStateUpdatable": false, 28 "actions": [ 29 { 30 "action": "INITIATE", 31 "nextState": "INITIATED", 32 "roles": [ 33 "SW_CEMP" 34 ] 35 } 36 ] 37 }, 38 { 39 "sla": null, 40 "state": "INITIATED", 41 "applicationStatus": "INITIATED", 42 "docUploadRequired": false, 43 "isStartState": false, 44 "isTerminateState": false, 45 "isStateUpdatable": true, 46 "actions": [ 47 { 48 "action": "SUBMIT_APPLICATION", 49 "nextState": "PENDING_FOR_APPROVAL", 50 "roles": [ 51 "SW_CEMP" 52 ] 53 } 54 ] 55 }, 56 { 57 "sla": 86400000, 58 "state": "PENDING_FOR_APPROVAL", 59 "applicationStatus": "PENDING_FOR_APPROVAL", 60 "docUploadRequired": false, 61 "isStartState": false, 62 "isStateUpdatable": true, 63 "isTerminateState": false, 64 "actions": [ 65 { 66 "action": "APPROVE_CONNECTION", 67 "nextState": "APPROVED", 68 "roles": [ 69 "SW_APPROVER" 70 ] 71 }, 72 { 73 "action": "REJECT", 74 "nextState": "REJECTED", 75 "roles": [ 76 "SW_APPROVER" 77 ] 78 }, 79 { 80 "action": "SEND_BACK", 81 "nextState": "INITIATED", 82 "roles": [ 83 "SW_APPROVER" 84 ] 85 } 86 ] 87 }, 88 { 89 "sla": null, 90 "state": "REJECTED", 91 "applicationStatus": "REJECTED", 92 "isStateUpdatable": false, 93 "docUploadRequired": false, 94 "isStartState": false, 95 "isTerminateState": true 96 }, 97 { 98 "sla": null, 99 "state": "APPROVED", 100 "applicationStatus": "APPROVED", 101 "isStateUpdatable": false, 102 "docUploadRequired": false, 103 "isStartState": false, 104 "isTerminateState": true 105 } 106 ] 107 } 108 ] 109} 110

Notification

Notification will be sent to the property owners and connection holders based on different application states.

Capturing connection holders

We can add connection holders to the sewerage connection which will be the owner of the connection. We can fill in the connection holders' details or we can just make the property owner to the connection holder.

The connection holder will get a notification based on a different state of the application. We are pushing the data of the connection holders in the user service too.

Multiple Road Type Support We can add road cutting details of multiple roads to the sewerage connection. For each road which goes under cutting process we have to fill their road type details and road cutting area. Based on this information, application one time fee estimate is calculated.

Integration

Integration Scope

This sw-service module is use to manage sewerage service connections against a property in the system.

Integration Benefits

Provide backend support for the different sewerage connection registration process.
Mseva and SMS notifications on application status changes.
Elastic search index for creating visualisations and Dashboards.
Supports workflow which is configurable

Steps to Integration

To integrate, the host of sw-service module should be overwritten in helm chart.
/sw-services/swc/_create should be added as the create endpoint for creating sewerage application/connection in the system
/sw-services/swc/_search should be added as the search endpoint .This method handles all requests to search existing records depending on different search criteria
/sw-services/swc/_update should be added as the update endpoint. This method is used to update fields in existing records or to update the status of the application based on workflow.

Reference Docs

Doc Links

Title

Link

API Swagger Documentation

Sewerage Calculator Service

API List

Title

Link

/sw-services/swc/_create

/sw-services/swc/_update

/sw-services/swc/_search

(Note: All the API’s are in the same postman collection therefore same link is added in each row)

W&S Employee User Manual

Counter Employee (CE)

The Counter Employee (CE) represents the ULB employee responsible for assisting the citizens with water and sewerage connection related activities. The W&S module provides the CE with the scope to submit applications for new connections on behalf of the citizens or collect payment for the citizen bills at the counter.

The CE can -

Apply for new connections
Search applications/connections
Add meter readings
Activate new connections
Pay water or sewerage bills
Add rebate or penalty to bills
Modify connection details

Apply for new connections

The CEs can apply for new water or sewerage connection applications and submit it on behalf of the citizens.

To apply for new connections

Click on the Water & Sewerage menu option in the sidebar or the Water & Sewerage card on the DIGIT home page.

Click on the New Application button available on the top right corner of the page. Follow the steps iterated in the Citizens Apply for new connections section to apply for new connections.

Search applications or connections

The W&S portal enables CEs and other ULB employees to search for specific applications or connections using different search parameters.

To search for W&S connections

Click on the Water & Sewerage menu option in the sidebar or the Water & Sewerage card on the DIGIT home page. The Search Connections tab on the page displays the various search parameters that filter the search for specific connections. Enter the applicable City. This is a mandatory search filter.

Enter the Property ID, or Owner Mobile No., or Consumer Number, or the Old Consumer Number to filter the view of connections based on the specified parameter. Click on the Search button to view the search results. Click on the Reset button to renew the search using different parameters.

To search for W&S applications

Click on the Water & Sewerage menu option in the sidebar or the Water & Sewerage card on the DIGIT home page. Click on the Search Applications tab.

Enter the Consumer No. or Application Number, or Owner Mobile No., or Application Type to filter the search for applications. The application search can also be filtered by Application Status or defining a specific period in the From Date and To Date fields. The system fetches the applications created between the specified period or after the specified date.

Click on the Search button to view the search results. Click on the Reset button to renew the search using different parameters.

Add meter readings

CEs add the meter readings for each connection to generate monthly bills based on the recorded usage.

To add meter readings

Search for the specific connection using relevant search parameters. Click on the Consumer Number link available for listed connections. Click on View Consumption Details available in the Service Details panel.

Click on the Add Meter Reading button on the top right corner of the Consumption Details page.

The Billing Period by default is set to the last reading date and current reading date.

Select the applicable Meter Status. The meter status can be changed to reflect the current working condition of the meter. Meters can be set to Working, Locked, Breakdown, Non-meter, Reset, or Replacement, as applicable.

Enter the Current Reading in the meter reading page. The system displays the Last Reading and the Last Reading Date. Enter the Current Reading Date. The date field auto-populates the current date by default.

The actual Consumption is automatically calculated by the system. The customer is billed on the basis of the actual consumption.

Click on the Save button to save the reading. This will generate the bill or demand for payment that has to be made by the customer.

Activate new connections

Once the application for new water or sewerage connection is approved and the citizen has paid the applicable connection charges, the CE is responsible for activating the new connection.

To activate new connections

Search for the applications that are Pending for Connection Activation. Click on the Application No. to open the application.

Click on the Take Action button and click on Edit option to enter connection activation details.

Review the Connection Details and the list of Documents furnished with the application.

Enter the connection details in the Additional Details section of the application.

Enter the Connection Execution Date. The connection will be activated on the specified date. For metered connections, enter the Meter ID, Meter Installation Date, and Initial Meter Reading (KL).

Click on Next Step to the Summary section of the application. Review the application details. Click on the Take Action button and then click on the Activate Connection option.

Enter any Comments for activating the connection. Click on the Activate Connection button.

The connection activation success message is displayed on the screen. A system generates a unique Consumer No. to identify the connection.

Collect bill payments

CEs can pay W&S bills for the citizens. The CEs can add penalty or rebates to the bill amount depending on the applicable penalty or rebates available for the customers.

To pay bills

Enter the relevant search parameter to filter the view of W&S connections. Click on the Collect button for the specific connection.

The Bill Details panel displays the pending dues details and its breakup.

Click on the Add Rebate/Penalty button to adjust any penalties or rebates applicable for the customer.

Add the Adhoc Penalty Amount or the Adhoc Rebate Amount. Select the Reason For Adhoc Penalty or Reason for Adhoc Rebate from the given drop-down list. Enter any additional information in the Enter Comments section.

Click on the Add button to add the penalty or rebate amount to the total bill amount. Click on the Download Bill button to download the bill. Click on the Pay button.

Select Full Amount or Custom Amount to specify the full or partial payment of the bill. Enter the Amount to Pay if Custom Amount is selected. Click on the applicable payment tab in the Capture Payment panel.

Enter the required payment details and make the payment. Click on the Generate Receipt button to process the payment.

The payment success acknowledgement message is displayed on the screen. Click on the Download or Print button to download or print the payment receipt.

Modify connection details

The W&S module enables CEs to make any changes to the existing water or sewerage connection details in a few simple steps. Such changes may reflect any updates in property details or the connection details.

To modify connection details

Search for the specific connection using applicable search parameters. Click on the Consumer Number link to open the connection details page.

Scroll down the page and click on the Take Action button. Click on Modify Connection.

The system does not allow employees to modify connection details in 2 cases

If there are any pending dues for the connection - the owner has to settle the pending dues before making any modifications to the connection details.
If there is already any other modification application pending for approval - the owner can raise another modification request only once the previous application is approved.

The Modify Connection application form contains 4 sections. The Property Details panel displays the existing property details linked to the connection. Click on the Search Property button to replace the existing property details with another property. Select the applicable Property ID. The change request for property details will be forwarded to the Approver for final approval.

Click on the Modify Property button to make any changes to the existing property. This action is integrated with the Property Tax module. So, whatever changes or edits are requested for the listed property will go through the Edit Property workflow for verification and final approval from the Property Tax department.

Click on the Next Step button to move to the Additional Details section.

Change the Connection Details as required on this page. Users can modify the existing Connection Type, Number of Taps, Water Source, Water Sub Source, and applicable Pipe Size details. Change the Activation Details if required. Enter new meter details in the Meter ID and Meter Installation Date fields.

Enter the Modification Effective From date. The requested changes will be reflected from the selected date. Click on the Next Step button to upload supporting documents for the requested changes.

Select the applicable Documents and then click on Upload Files to attach the selected documents with the application.

Click on the Next Step button to move to the Summary page of the application. Scroll down the page to review the modification requests. The existing connection details are available below the requested changes for easy reference.

Click on the Submit button for processing the modification requests. The application is sent to the Approver for final approval.

Document Verifier (DV)

The Document Verifier (DV) is responsible for verifying the required and supporting documents uploaded by the citizen with the W&S application. The application is forwarded to the Field Inspector for further review once the DV finds the documents uploaded meet the requirements. Else, the application is either sent back to the citizen for refurbishing the documents or rejected.

DV can

Edit applications
Send applications back to citizen
Reject applications
Verify and forward applications

Edit applications

DV can edit application details on behalf of the applicants.

To edit applications

The applications Pending for Document Verification is available on the DIGIT home page. Else, search for the application using the search parameters.

Open the application. Click on the View History button available in the Task Status panel on top to view the list of actions taken on the application so far. Click on the View Breakup button to find the fee breakup details in the Fee Estimate panel.

Click on the Add Rebate/Penalty button to add any ad hoc penalty or rebate amount to the total fee payable. Scroll down the application to review the filled in details. Click on the View button for each uploaded document to review details.

Click on the Take Action button and then click on Edit to make required corrections. Review the Connection Details and the list of Documents furnished with the application.

Enter the connection details in the Additional Details section of the application. Select the applicable Connection Type. Enter the Number of Taps, Water Source, Water Sub Source, and Pipe Size details.

Select ULB if the plumber is provided by the ULB. Else, check the Self option. In case the plumber is provided by the ULB enter the Plumber License No., Plumber Name, and Plumber Mobile No. details.

Click on Next Step to the Summary section of the application. Review the application details. Complete the changes and click on the Submit button to save the changes.

Send applications back to citizen

DV can send the application back to the citizen for any corrections or if any vital document has not been uploaded.

To send the application back to the citizen

Enter the Application No. or any other search parameter to search for the application. Click on the Application No. link to open the application. Scroll down the application page to review the filled in details.

Click on the View File button to open the documents uploaded in the application. Click on the Take Action button at the bottom of the application page once the review is complete. Click on the Send Back to citizen button if the documents do not meet the application requirements or any document is missing.

State the reasons for sending the application back to the citizen in the Comments section. Click on the Upload Files button to upload any supporting documents. Click on the Send Back button.

The application is placed back in the Citizen queue for required edits.

Reject applications

The DV can reject the application if the documents and information furnished by the citizen do not meet the prescribed guidelines.

To reject the application

Click on the Take Action button at the bottom of the application page once the review is complete. Click on the Reject button if the documents do not meet the application requirements or the information provided in the application is inaccurate.

State the reasons for rejecting the application in the Comments section. Click on the Upload Files button to upload any supporting documents. Click on the Reject button.

The application is rejected and a notification is sent to the applicant informing the same.

Verify and forward applications

The DV verifies and forwards the application if the documents and information provided in the application are found satisfactory and complete.

To verify and forward the application

Click on the Take Action button at the bottom of the application page once the review is complete. Click on the Verify and Forward button once all documents are verified.

Select the applicable Assignee Name who will carry out the next phase of verification. Provide any additional information for the assignee in the Comments section. Click on the Upload Files button to upload any supporting documents. Click on the Verify and Forward button.

The application is forwarded to the field inspector for further processing.

Field Inspectors (FI)

The field inspector or FI is responsible for conducting the field inspection of the connection site and premises. The FI prepares the inspection report based on the observations on the defined inspection parameters.

The FI can

Edit applications
Send applications back
Reject applications
Verify and forward applications

Edit applications

To edit applications

The application Pending for Field Inspection is available on the DIGIT home page. Else, search for the application using the search parameters.

Click on the Add Rebate/Penalty button to add any ad hoc penalty or rebate amount to the total fee payable.

Scroll down the application to review the filled in details. Click on the View button for each uploaded document to review details. Click on the Take Action button and then click on Edit to make required corrections.

Review the Connection Details and the list of Documents furnished with the application.

Select ULB if the plumber is provided by the ULB. Else, check the Self option. In case the plumber is provided by the ULB enter the Plumber License No., Plumber Name, and Plumber Mobile No. details.

Select the relevant Road Type. Enter the Area (in sq ft) to indicate the length of road cutting required to lay the pipes. Enter the Connection Execution Date. The connection will be activated on the specified date. For metered connections, enter the Meter ID, Meter Installation Date, and Initial Meter Reading (KL).

Click on Next Step to the Summary section of the application. Review the application details. Complete the changes and click on the Take Action button to proceed with the required action on the application.

Send applications back

FIs can send the application back to the DV for any corrections or if any vital document has not been uploaded.

To send the application back

Click on the View File button to open the documents uploaded in the application. Click on the Take Action button at the bottom of the application page once the review is complete. Click on the Send Back button if the documents do not meet the application requirements or any document is missing.

The application is placed back in the DV queue for required edits.

Reject applications

The FI can reject the application if the documents and information furnished by the citizen do not meet the prescribed guidelines.

To reject the application

State the reasons for rejecting the application in the Comments section. Click on the Upload Files button to upload any supporting documents. Click on the Reject button.

The application is rejected and a notification is sent to the applicant informing the same.

Verify and forward applications

The FI verifies and forwards the application if the documents and information provided in the application are found satisfactory and complete.

To verify and forward the application

Click on the Take Action button at the bottom of the application page once the review is complete. Click on the Verify and Forward button once the field inspection is complete and found to be satisfactory.

The application is forwarded to the W&S Approver for final approval.

Approver

The W&S Approver is responsible for approving or rejecting the application for new water or sewerage connections. Once approved the applicant must pay the connection charges to initiate the activation of the connection. The counter employee fills in the activation details and activates the connection. Post connection activation the system generates a unique consumer number.

The Approver can

Edit applications
Send back applications
Reject applications
Approve connections

Edit applications

To edit applications

The application Pending for Approval is available on the DIGIT home page. Else, search for the application using the search parameters. Open the application.

Click on the View History button available in the Task Status panel on top to view the list of actions taken on the application so far. Click on the View Breakup button to find the fee breakup details in the Fee Estimate panel. Click on the Add Rebate/Penalty button to add any ad hoc penalty or rebate amount to the total fee payable.

Scroll down the application to review the filled in details. Click on the View button for each uploaded document to review details.

Click on the Take Action button and then click on Edit to make the required corrections. Complete the changes and click on the Submit button to save the changes.

Send back applications to FI

The Approver can send the application back to the FI for any corrections or if any vital document has not been uploaded.

To send the application back to the citizen

Click on the View File button to open the documents uploaded in the application. Click on the Take Action button at the bottom of the application page once the review is complete. Click on the Send Back button if the application does not meet specific requirements or any document is missing.

State the reasons for sending the application back to the FI in the Comments section. Click on the Upload Files button to upload any supporting documents. Click on the Send Back button.

The application is placed back in the FI queue for the required processing.

Reject applications

The Approver can reject the application if the documents and information furnished by the citizen do not meet the prescribed guidelines.

To reject the application

State the reasons for rejecting the application in the Comments section. Click on the Upload Files button to upload any supporting documents. Click on the Reject button.

The application is rejected and a notification is sent to the applicant informing the same.

Approve connections

The Approver verifies the application and if the documents and information provided in the application are found satisfactory and complete, the connection request is approved.

To approve connections

Click on the Take Action button at the bottom of the application page once the review is complete. Click on the Approve Connection button once the application is reviewed and verified.

Provide any additional information for the applicant in the Comments section. Click on the Upload Files button to upload any supporting documents. Click on the Approve Connection button.

The application for new water or sewerage connection is approved. The applicant is allotted a unique Consumer Number. The application is now routed back to the citizen to make the payment towards connection charges. Once the payment is done the connection is activated.

v2.4

DIGIT

Our Core Principles

Open Events

Architecture

Key Architecture Highlights

Multi-layer Architecture

Roadmap

Roadmap Overview

Quarter 1 - April to June 2021

Quarter 2 - July to September 2021

Quarter 3 - October to December 2021

Quarter 4 - January to March 2022

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Enhancements

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Trade License (TL)

About TL

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Contact Us

TL Brochure

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Introduction

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Registration, Login and Creation of User Profile

Applying for a Trade License

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List of Features- Trade License

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