Help on usage of PMIS for CAPART Users. Desk appraisal

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Help on usage of PMIS for CAPART Users Open Website http://capartols.nic.in Click on Emlployee/Monitor under Login Box Login through your userid/password Click on Project Monitoring Information System Click on Employee Following screen will appear : Desk appraisal Sub Stages I Desk Appraisal Then select sub stage Awaiting hard copy of your application all the projects at this sub stage appear on the screen (as shown above). Select the particular project and click on Hard Copy Received. The system will ask for confirmation and then this project will move to next stage i.e. Hard copy of proposal received/ pending at desk appraisal Go to Examination of Document And Eligibility Criterion Click on Doc Received Click on Eligibility Criterion Click on Clarification (if required)

After this click on Acceptance. System will generate File Number. II Pre Funding After File Number Generation Monitor is to deputed for Pre Funding For this click on Pre-Funding under Monitoring Option from the screen shown on page 1 Select "File Number Generated/Acknowledgement Sent/Pending at Pre Funding against view project by option. System will display all the files at this stage. User has to select desired file. Click on Assign Monitor/Institution button (Assignment Letter will be generated which has to be printed and dispatch to monitor) (After this monitor will have to accept the assignment and then submit a report) In case monitor does not accept in stipulated time, assignment can be Withdrawn by clicking on Withdrawn/Cancel button. If Monitor Submit Report, Click on Acceptance of Monitoring Report under Monitoring Option III Preparation of Sanction Agenda Click on Prepare Sanction Agenda under Sanctions Options. System will show following buttons o Create Agenda o Over Rule Agenda o Send for FAD Comments o Lock Agenda System will display all the files at this stage. User has to select desired file. After filling up the details on this screen click on Create Agenda. Agenda will be generated in.pdf format which can be printed. Click on Send for FAD Comments This file will now appear in the home page of AO(FAD) at HQ, and RR&MCs at RCs. FAD user will give comments by Clicking on Sanction Agenda at FAD under FAD Option Once the agenda is finalized and Date of NSC/RC is decided click on Lock Agenda

IV NSC/RC Decision Click on Send Agenda for NSC/RC under Action on VO/Project of screen mentioned at page 1. Record NSC/RC decision by Clicking on NSC Approval Home Page under Action on VO/Project option (Sanction/Reject/Defer) V Sanction Details If Approved Click on Issuance of Sanction Letter under Sanctions option (Sanction details will be entered under this option) Click on Print Sanction Letter under Sanctions Option (This file will now appear in the home page of NGO who will have to accept/reject Terms and Conditions) In case of rejection, reasons will have to be mentioned and system will generate rejection letter. In case of defer file will go to previous stage NSC/RC Decision. VI Terms and Conditions After getting response from VO click on T&C Click on Acceptance of T&C under Sanctions option. Select file and click on Accept or Clarification, as the case may be. VII Release In case of First Release After accepting Terms and Conditions Click on Approval of HoD DDG Release of Grant under Project Release Option File will appear to FAD for Comments. FAD user will click on FAD Comments for Release under FAD Action For subsequent releases Click on Approval of HoD DDG Release of Grant under Project Release Option Project user will click on Generation of Pay Order under Project Release Option FAD user through FA-GL module will generate voucher for the release. After posting of this voucher, file will move to next stage. (Mid Term/Final as the case may be)

VIII Progress Report/ Mid Term Evaluation (VO will now have to submit online Progress Report) After receiving Progress Report from VO, click on Receive VO Progress Report under Progress Report option Monitor can be appointed through Monitor Assign for Mid Term Post Evaluation under Monitoring Option (Monitor can be assigning even if progress report is not received) Monitor will now have to accept the assignment and submit report online. (Monitor cannot submit online report unless and until VO has submitted progress report. In case VO has not done this, monitor should be requested to get it done by VO) Once Monitor submits his/her report, click on Receive Monitor Progress Report under Progress Report option VII & VIII will continue till submission of Final Progress Report by VO and Post Evaluation Report by Monitor. Once these are received and checked by HoD/RR&MC, File has to be closed. IX Closure FAD Click on Project Closure by FAD under FAD Action by FAD user Click on Project Closure by HoD under Action on VO/Project. In this work flow, project can be terminated at any stage.

Main MENU of CAPART Employee s Dashboard in Project Monitoring System. CAPART Employee Complaint Management Monitor NGO MIS Reports Abstract Report Sub-Menus of main menu (AFTER Clicking on + sign against each option, the detailed menu will be opened. Complete options are given as under. CAPART 1 Employee 1a Search Project 1b HOD TA Bill Release 1c VO DashBoard 1.1 Action on VO/Project 1.1a Change Address 1.1b Search VO 1.1 c Move/Reject/Terminate Project 1.1 d Project By Other HOD 1.1 e Desk Appraisal 1.1 f Send Agenda For NSC RC 1.1 g NSC RC Approval Home Page 1.1 h Project Closure By HOD 1.1 i Project Closure By HOD 2 Monitoring 2a PreFunding 2b Acceptance of Monitor Report 2c Monitor Assign for Mid Term/ Post evaluation 3 Sanctions 3a Prepare Sanction Agenda 3b Issuance of Sanction Letter 3c Print Sanction Letter 3d Acceptance of T&C 3e Revised Sanction Letter

4. Progress Report 4a Receive VO Progress Report 4b Receive Monitor Progress Report 5.Project Release 5a Approval of HOD DDG Release of Grant 5b Generation of Pay Order 6 FAD Action 6a Sanction Agenda At FAD 6b FAD Comments for Release 6c FAD TA Bill Release 6d Project Closure By FAD 7 Complaint Management 7a Complaint Against VO 7b Action Taken 7c Recovery 8 Abstract Report 8a State Wise 8b Scheme Wise 8c RC Wise 8d Year Wise

Annex - C

Above FLOW CHART is the project work flow submitted by developer during TESTING stage.