FSM Employee User Manual
ULB officials or employees receive the service requests and are responsible for managing and routing these requests to specific DSOs.
Employees can:
Create desludging application on behalf of citizens
Collect payments
Update application/Generate demand
Assign DSO to an application
Re-assign DSO to an application
Complete or decline request
Multiple request assignment to a single vehicle
Manage vendor, driver and vehicle details
Language Selection
After landing on the employee URL, the user is prompted to select the language with which they would like to access the system.
User actions
On this page, the following actions can be performed:
Selection of language
After the user clicks on ‘Continue’, the page navigates to the ‘Login’ page.
Login
ULB employees are provided with credentials to login to the system. Role-based access for various steps in the workflow, that is, different individuals can be assigned to create an application, modify applications or manage vendor, driver and vehicle details.
User actions
On this page, the following actions can be performed:
Enter username and password
Select city for login
Reset password by clicking on the “Forgot Password” link
On clicking continue, employees are redirected to the FSM home page
Create Desludging Application
The FSM home page has 3 options:
To create a new application on behalf of the citizen
View existing pending applications
Search for historical applications
User Actions
On this page, the following actions can be performed:
Navigate to the inbox to view pending actions
Create New desludging application
Search for old applications
Change language
Edit profile details by clicking on the user icon on top right hand corner
Logout by clicking on the user icon on top right hand corner
Click on "New Desludging Application" to create a new application.
User Actions
On this page, the following actions can be performed:
Enter Application details (Application Channel, Applicant Name, Applicant Mobile Number and Gender)
Enter Property details (Property Type and Property Subtype)
Enter Location details (Pincode, City, Locality, Whether Slum and slum name, Street Name, Door/House No., Landmark)
Enter Pit/Septic Tank Details (Pit Type, Dimensions)
Enter Trip details (No. of trips required and vehicle capacity)
On filling the above details, the Amount per Trip and Total Amount are calculated automatically. The advance amount, based on ULB settings, is displayed.
User Actions
The following actions can be performed:
Advance amount may be edited (above minimum advance amount and below total advance amount)
Click on Submit Application to submit the application, and it redirects to a confirmation page.
User Actions
The following actions can be performed:
Download application acknowledgement receipt
Go back to the homepage.
An SMS will be triggered to the citizen with an acknowledgement and payment link, if payment is due.
Update Application
An application created by a citizen through the online channel has to be updated by an employee before confirmation. This application will show with the status “Application Created”.
User Actions
The following actions can be performed:
Search for an active application using “Application No.” and “Mobile No.”
Clear search by clicking on “Clear Search”
View and update applications by clicking on an application number
Filter applications by ‘Localilty’ using the Locality dropdown
Filter applications by ‘Status’
Search for past applications by using “Search Application”
On clicking on an application number, application details are displayed.
User Actions
The following actions can be performed:
View application details
On clicking on the update application, application details will be viewed. Details such as locality, number of trips and capacity will be displayed.
Clicking on “Update application” will update the status of the application as “Pending for Payment”.
Collect Payment
Desludging applications pending for payment are accessible in the inbox of the user assigned the collector role. The status of the application is reflected in the status column.
User Actions
The following actions can be performed:
Search for an active application using “Application No.” and “Mobile No.”
Clear Search by clicking on “Clear Search”
View and update applications by clicking on an application number
Filter applications by ‘Lolacilty’ using the locality dropdown
Filter applications by ‘Status’
Search for past applications by using “Search Application”
On clicking on an application number, application details are displayed.
User Actions
The following actions can be performed:
View application details, including Applicant, Property and Trip details
View application timeline
Proceed to collect by clicking on the “Collect Payment” button
A user is redirected to the following screen on clicking on Collect Payment
User Actions
The following actions can be performed:
View collection amount, including total amount and amount per trip
Enter/update payee details
Select payment mode
Gen/G8 Receipt Details by entering receipt no. and issue date
Upon clicking on collect, a user is redirected to a confirmation page.
User Actions
The following actions can be performed:
Print payment receipt
Go back to home by clicking on the “Take Action” button
The following is the view of the payment receipt.
Assign DSO
Open desludging applications are accessible by navigating to the Inbox via the FSM homepage. Applications where DSO needs to be assigned will be shown as Pending for DSO assignment.
User Actions
The following actions can be performed:
Search for an active application using “Application No.” and “Mobile No.”
Clear Search by clicking on “Clear Search”
View and update applications by clicking on an application number
Filter applications by ‘Localilty’ using the locality dropdown
Filter applications by ‘Status’
Search for past applications by using “Search Application”
On clicking on an application number, application details are displayed.
User Actions
The following actions can be performed:
View application detail
Assign DSO
On clicking the Assign DSO button, a pop-up will occur.
User Actions
The following actions can be performed:
Select DSO name via dropdown
Select expected date of completion
Close pop-up by clicking on the Close button
Close pop-up by clicking on the cross icon on the top right of the pop-up.
Clicking on Assign will redirect the user to the application details page and display a snack bar as confirmation. The status of the application will be updated to “Pending for DSO Approval”.
Re-Assign DSO
Employees can reassign to other DSOs in case the request has been rejected or declined by the DSO for some reason. Search for applications Pending for DSO Approval status.
User Actions
The following actions can be performed:
Search for an active application using “Application No.” and “Mobile No.”
Clear search by clicking on “Clear Search”
View and update applications by clicking on an application number
Filter applications by ‘Localilty’ using the locality dropdown
Filter applications by ‘Status’
Search for past applications by using “Search Application”
On clicking on an application number, application details are displayed.
User Actions
The following actions can be performed:
View application details
Click on “Take Action” button
The take action button has the following options:
Assign Vehicle (on behalf of DSO)
Decline Request (on behalf of DSO)
Re-assign DSO
Clicking on “Re-assign DSO” will display the following pop-up.
User Actions
The following actions can be performed:
Select “Reason for Re-assign”
Select “DSO Name”
Update “Expected date of completion”
Close pop-up by clicking on the Close button on the pop up.
Close pop-up by clicking on the cross icon on the top right of the pop up.
Confirm re-assignment by clicking on the ‘Reassign’ button.
Clicking on Assign will redirect the user to the application details page and display a snack bar as confirmation. The status of the application will remain as “Pending for DSO Approval’.
Decline Request (On behalf of DSO)
Employees can be assigned the role of the DSO, and can decline a request on behalf of the DSO. Applications can be rejected by an employee when in “Pending for DSO Approval” stage.
User Actions
The following actions can be performed:
Search for an active application using “Application No.” and “Mobile No.”
Clear search by clicking on “Clear Search”
View and update applications by clicking on an application number
Filter applications by ‘Localilty’ using the locality dropdown
Filter applications by ‘Status’
Search for past applications by using “Search Application”
On clicking on an application number, application details are displayed.
User Actions
The following actions can be performed:
View application details
Click on the “Take Action” button
The take action button has the following options:
Assign Vehicle (on behalf of DSO)
Decline Request (on behalf of DSO)
Re-assign DSO
Clicking on “Decline Request’” will display the following pop-up.
User Actions
The following actions can be performed:
Reason for Declining
Enter Comments
Close pop-up by clicking on the Close button on the pop-up.
Close pop-up by clicking on the cross icon on the top right of the pop-up
Confirm decline request by clicking on the “Decline Request” button
A snack bar will confirm decline and the application timeline will be updated to DSO Rejected.
Assign Vehicle (On behalf of DSO)
Employees can be assigned the role of the DSO, and can assign a vehicle on behalf of the DSO. A vehicle can be assigned when the application is in the “Pending for DSO Approval’ stage.
User Actions
The following actions can be performed:
Search for an active application using “Application No.” and “Mobile No.”
Clear search by clicking on “Clear Search”
View and update applications by clicking on an application number
Filter applications by ‘Localilty’ using the locality dropdown
Filter applications by ‘Status’
Search for past applications by using “Search Application”
On clicking on an application number, application details are displayed.
User Actions
The following actions can be performed:
View application details
Click on the “Take Action” button
The take action button has the following options:
Assign Vehicle (on behalf of DSO)
Decline Request (on behalf of DSO)
Re-assign DSO
Clicking on “Assign Vehicle’’ wil display the following pop-up.
User Actions
The following actions can be performed:
Update Vehicle Registration No.
Close pop-up by clicking on the Close button on the pop up.
Close pop-up by clicking on the cross icon on the top right of the pop up
Confirm Decline Request by clicking on the “Assign Vehicle” button
A snack bar will confirm assignment of vehicle and the application timeline will be updated to DSO in Progress.
Update/Schedule Trips
Once DSO is in progress, the number of trips can be updated. This can be done by both the ULB and the DSO.
User Actions
The following actions can be performed:
Search for an active application using “Application No.” and “Mobile No.”
Clear search by clicking on “Clear Search”
View and update applications by clicking on an application number
Filter applications by ‘Localilty’ using the locality dropdown
Filter applications by ‘Status’
Search for past applications by using “Search Application”
On clicking on an application number, application details are displayed.
User Actions
The following actions can be performed:
View application details
Click on the “Take Action” button
The take action button has the following options:
Complete Request
Update/Schedule Trips
Re-assign DSO
On clicking on Update/Schedule trips, the following pop up is displayed:
User Actions
The following actions can be performed:
Increase the number of trips by clicking on the + button
Decrease number of trips by clicking on the - button
Close pop-up by clicking on the Close button on the pop up.
Close pop-up by clicking on the cross icon on the top right of the pop up
Confirm update/schedule trips by clicking on the “Update/schedule” button
A snack bar will confirm the updated number of trips.
Complete Request
Once the service request has been completed and all pending payment has been collected, the same has to be confirmed in the system. This can be done by selecting the “Complete Request” button in the “Take Action” button. On clicking on Complete Request, the following pop up is displayed:
User Actions
The following actions can be performed:
Confirm/Update service date
Confirm/Update the volume of waste collected
Confirm/Update pit details
Upload pit photo
Close pop-up by clicking on the Close button on the pop up.
Close pop-up by clicking on the cross icon on the top right of the pop up
Confirm details by clicking on the ‘Completed’’ button
A snack bar will confirm that request has been completed and the status will be updated to “Waiting for Disposal”.
Manage Vendor, Driver and Vehicle Details
The FSM Registry allows for the following actions from the frontend for a particular urban local body (ULB):
Add new driver, vehicle, vendor
Edit driver, vehicle, vendor details
Enable and disable drivers, vehicles and vendors
Tag driver and vehicle to vendors.
View and Edit Vendor Details
Login as a ULB admin and navigate to the FSM registry by clicking on it.
User Actions
The following actions can be performed:
View list of all vendors in the system along with the details of tagged vehicles and drivers
Search for a vendor using the search box
Clear search by using the ‘Clear Search’ button
Enable/Disable a vendor by using the toggle
Sort vendors by creation date
View total vehicles tagged to the vendor by clicking on the value to “Total Vehicles”
View active vehicles tagged to the vendor by clicking on the value to “Total Vehicles”
View total drivers tagged to the vendor by clicking on the value to “Total drivers”
View active drivers tagged to the vendor by clicking on the value to “Total drivers”
Add a new vendor, driver or vehicle by clicking on the ‘Add’ button
View Vendor List
Vendor details can be viewed by clicking on the vendor name in the FSM registry homepage
User Actions
The following actions can be performed:
View vendor details along with tagged vehicles and drivers
Tag a new vehicle to the vendor by clicking on the “Add Vehicle” button
Remove a tagged vehicle by clicking on ‘Delete’ on the top right of the vehicle card
Edit vehicle details by clicking on the ‘Edit’ symbol on the top right of the vehicle card
Tag a new driver to the Vendor by clicking on the “Add driver” button
Remove a tagged driver by clicking on the ‘Delete’ symbol on the top right of vehicle card
Edit driver details by clicking on the ‘Edit’ symbol on the top right of the vehicle card
The details of a vendor can be edited or a vendor deleted by clicking on the “Take Action” button.
Clicking on the ‘Edit’ button as part of the “Take Action” button will redirect the user to the “Edit Vendor” details page.
Edit Vendor Details
User Actions
The following actions can be performed:
Edit Vendor details
Submit Application
The user will be redirected to the list of vendors, and a snack bar will confirm edit.
Delete Vendor
A vendor can be deleted by clicking on the “Take Action” button and selecting delete. A pop-up will appear on the screen.
User Actions
The following actions can be performed:
Confirm delete
Close pop-up by clicking on the Close button on the pop up.
Close pop-up by clicking on the cross icon on the top right of the pop-up
The user will be redirected to the list of vendors, and a snack bar will confirm delete.
Tagging Vehicles and Drivers to a Vendor
Multiple vehicles can be tagged to a vendor. It is necessary that a vehicle exists in the system before it can be tagged. A vehicle can be tagged to a vendor by clicking on the “Add Vehicle” button in the vendor details page.
User Actions
The following actions can be performed:
View vendor details along with tagged vehicles and drivers
Tag a new vehicle to the vendor by clicking on the “Add Vehicle” button
Remove a tagged vehicle by clicking on the ‘Delete’ symbol on the top right of vehicle card
Edit vehicle details by clicking on the ‘Edit’ symbol on the top right of the vehicle card
Tag a new driver to the vendor by clicking on the “Add driver” button
Remove a tagged driver by clicking on the ‘Delete’ symbol on the top right of vehicle card
Edit driver details by clicking on the ‘Edit’ symbol on the top right of the vehicle card
The details of a vendor can be edited or a vendor deleted by clicking on the “Take Action” button
Clicking on “Add Vehicle” will display a pop-up.
Only vehicles that are not tagged to any vendor will be displayed.
User Actions
The following actions can be performed:
Select vehicle from the dropdown
Click on Submit to confirm
Close pop-up by clicking on the Close button on the pop-up.
Close pop-up by clicking on the cross icon on the top right of the pop-up
The user will be able to see the tagged vehicle in the Vehicle details section. The vehicle can be untagged from the vendor by clicking on the delete button against the vehicle details.
Multiple drivers can be tagged to a vendor. It is necessary that a driver exists in the system before he/she can be tagged. A driver can be tagged to a vendor by clicking on the “Add Driver” button in the Vendor details page.
A pop-up will be displayed with a dropdown to select a driver. Only drivers that are not tagged to any vendor will be displayed.
User Actions
The following actions can be performed:
Select Driver from the dropdown
Click on Submit to confirm
Close pop-up by clicking on the Close button on the pop-up.
Close pop-up by clicking on the cross icon on the top right of the pop-up
The added driver details will be displayed. The driver can be untagged from the vendor by clicking on the delete button against the driver details.
Adding a New Vendor
A new vendor can be added by clicking on the ‘Add’ button on the FSM registry landing page.
User Actions
The following actions can be performed:
Add a new vendor by clicking on Vendor
Add a new vehicle by clicking on vehicle
Add a new driver by clicking on driver
On clicking on Vendor, the user will be redirected to the add vendor page.
User Actions
The following actions can be performed:
Enter Vendor Name
Select Vendor Owner details such as Gender, Date of Birth, Email and Phone number. Each vendor is created with a unique mobile number and hence, an error message will be displayed if the mobile number has been used to create other vendors.
Enter address details
Submit the application
Once the user submits an application, a snack bar will confirm the successful addition of a vendor.
Details of the added vendor will be displayed in the vendor list.
View Vehicle List
The vehicle list can be viewed by clicking on the Vehicle tab in the DSM registry.
A list of all vehicles in the system are visible along with the details of the vendor they are tagged to.
User Actions
The following actions can be performed:
View list of all vehicles in the system along with the details of tagged vendor
Search for a vehicle using the search box
Clear search by using the “Clear Search” button
Enable/disable a vehicle by using the toggle
Sort vehicles by creation date
Add a new vendor, driver or vehicle by clicking on the ‘Add’ button
View Vehicle Details
Vehicle details can be viewed by clicking on the vehicle name.
User Actions
The following actions can be performed:
View details of the vehicle
Edit vendor tagging by clicking on the edit icon besides the vendor name
Remove vendor tagging by clicking on the Delete icon besides the vendor name.
Click on the “Take Action” button to edit or delete a vehicle.
Edit Vehicle Details
On clicking on the “Take Action” button, the following will be displayed.
User Actions
The following actions can be performed:
Click on edit to edit the Vehicle
Click on delete to delete the Vehicle.
Click anywhere else on the screen to go back to vehicle details.
On clicking on the edit button, the user will be redirected to the “Edit Vehicle” page.
User Actions
The following actions can be performed:
Edit vehicle details
Submit edited details.
The user will be redirected to the Vehicle details page and the edits will be reflected.
Delete Vehicle Details
A vehicle can be deleted by clicking on the “Take Action” button and selecting delete.
User Actions
The following actions can be performed:
Click on edit to edit the Vehicle
Click on delete to delete the Vehicle.
Click anywhere else on the screen to go back to vehicle details.
On clicking the delete button, a pop-up will be displayed for confirmation.
User Actions
The following actions can be performed:
Close pop-up by clicking on the Close button on the pop up.
Close pop-up by clicking on the cross icon on the top right of the pop -p
Confirm deletion by clicking on the delete button
On clicking on ‘Delete”, the user will be directed to a list of vehicles and a snack bar will be displayed as confirmation.
Tagging a Vehicle to a Vendor
Apart from tagging a vehicle to a vendor from the vendor details page, tagging can also be done from the vehicle details page by clicking on the add vendor button.
User Actions
The following actions can be performed:
View details of the vehicle
Tagging vehicle to a Vendor by clicking on the ‘+’ icon besides “Add New Vendor”
A pop-up will be displayed with a dropdown to select a vendor.
User Actions
The following actions can be performed:
Selection of a vendor from the dropdown.
Close pop-up by clicking on the cross icon on the top right of the pop-up
Close pop-up by clicking on Cancel
Confirm vendor selection by clicking on Submit.
On clicking submit, the added vendor details will be displayed in the vehicle details page and a snack bar will be displayed for confirmation.
Adding a New Vehicle
Add a new vehicle by clicking on the Add button on the FSM registry landing page and select Vehicle.
User Actions
The following actions can be performed:
Add a new vendor by clicking on vendor
Add a new vehicle by clicking on vehicle
Add a new driver by clicking on driver
On clicking on ‘Vehicle’, the user will be redirected to the add vehicle page.
User Actions
The following actions can be performed:
Enter the vehicle registration number. Each vehicle is created with a unique registration number and hence, an error message will be displayed if the registration number has been used to create other vehicles.
Select vehicle details such as Model,, Type, Capacity, details of pollution certificate, insurance and road tax.
Submit the application
Once the user submits an application, a snack bar will confirm the successful addition of a vendor.
Details of the added vehicle will be displayed in the vehicle list.
View Driver List
Login as an ULB admin and navigate to the FSM Registry by clicking on it. Click on the driver tab.A list of all drivers in the system are visible along with the details of the vendor they are tagged to.
User Actions
The following actions can be performed:
View list of all drivers in the system along with the details of tagged vendor
Search for a driver using the search box
Clear search by using the “Clear Search” button
Enable/sisable a driver by using the toggle
Sort drivers by creation date
Add a new vendor, driver or vehicle by clicking on the ‘Add’ button
View Driver Details
Driver details can be viewed by clicking on the driver’s name.
User Actions
The following actions can be performed:
View details of the driver
Edit vendor tagging by clicking on the edit icon besides the vendor name
Remove vendor tagging by clicking on the Delete icon beside Vendor Name.
Click on the “Take Action” button to edit or delete a vehicle.
Driver details can be edited by clicking on the “Take Action" button and selecting edit.
User Actions
The following actions can be performed:
Click on Edit to edit the driver
Click on Delete to delete the driver
Click anywhere else on the screen to go back to driver details.
Edit Driver Details
On clicking the Edit button, the user will be redirected to the “Edit Driver” page.
User Actions
The following actions can be performed:
Edit vehicle details
Submit edited details.
The user will be redirected to the driver details page and the edits will be reflected.
Delete Driver Details
A driver can be deleted by clicking on the “Take Action” button and selecting delete.
User Actions
The following actions can be performed:
Click on Edit to edit the driver
Click on Delete to delete the driver
Click anywhere else on the screen to go back to driver details.
On clicking the Delete button, a pop-up will be displayed for confirmation.
User Actions
The following actions can be performed:
Close pop-up by clicking on the Close button on the pop-up.
Close pop-up by clicking on the cross icon on the top right of the pop-up
Confirm deletion by clicking on the Delete button
On clicking on ‘Delete’, the user will be directed to a list of vehicles and a snack bar will be displayed as confirmation.
Tagging a Driver to a Vendor
Method 1: Apart from tagging a driver to a vendor from the vendor details page, tagging can also be done from the driver details page by clicking on the add new vendor button.
User Actions
The following actions can be performed:
View details of the vehicle
Tag driver to a vendor by clicking on the + icon besides the “Add New Vendor”.
A pop-up will be displayed with a dropdown to select a vendor.
User Actions
The following actions can be performed:
Selection of a vendor from the dropdown.
Close pop-up by clicking on the cross icon on the top right of the pop-up
Close pop-up by clicking on Cancel
Confirm vendor selection by clicking on Submit.
On clicking on submit, the added vendor details will be displayed in the driver details page and a snack bar is displayed for confirmation.
Method 2: A driver can also be tagged to a vendor from the driver list page. Select a vendor from the dropdown. The driver will be tagged to the selected vendor.
Adding a New Driver
Add a new driver by clicking on the Add button on the FSM registry landing page and select Driver.
User Actions
The following actions can be performed:
Add a new vendor by clicking on vendor
Add a new vehicle by clicking on vehicle
Add a new driver by clicking on driver
On clicking on Driver, the user will be redirected to the add vehicle page.
User Actions
The following actions can be performed:
Enter Driver name and License Number. Each vehicle is created with a unique license number and hence, an error message will be displayed if the license number has been used to create other vehicles.
Enter driver personal details such as Gender, Mobile number, DOB.
Submit the application
Once the user submits an application, a snack bar will confirm the successful addition of a vendor. Details of the added driver will be displayed in the driver list.
