IT 2.0 Guide: Miscellaneous Operations (Common for HO & SO)

 IT 2.0 Guide: Miscellaneous Operations (Common for HO & SO)

This article provides a step-by-step guide for various operational procedures under IT 2.0, applicable to both Head Offices (HO) and Sub Offices (SO).

📦 Booking of Articles

1. Login as Office Supervisor → Allocate the counter.

2. Login as Counter PA → Begin the shift:

   • Navigate to: Booking Solutions → Counter Operations → Begin Shift.

3. Articles can be booked via:

   • Quick Book

   • Mail Booking

4. 💳 Digital Payments are enabled for booking transactions.

📂 Bulk Upload – Mail Booking

1. Navigate to:
   Counter PA → Booking Solution → Mail Booking → Book Bulk Mails

2. Download and fill one of the two available templates.

3. Select:

   • Mail Category → Domestic Mails

   • Customer Type → Walk-in Customer

   • Product Type → Registered / Speed Post

4. Upload the completed Excel template and Submit.

💰 Money Order (MO) Booking

1. Go to: Booking Solutions → Money Remittance → Domestic MO Booking.

2. Digital payments and cheque payments are supported.

3. For approval:

   • Login as APM/SPM → Counter Operations → Authorize MO → Approve.

💵 Transfer Cash to Treasurer and Vice Versa

1. Counter PA:
   Booking Solutions → Counter Operations → Transfer Cash

   • Choose transfer type (To Treasurer / To Counter)

   • Enter amount/denominations → Submit

2. Supervisor/APM/SPM:
   Booking Solutions → Counter Operations → Acknowledge Cash from Counter

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📊 Submit Account & End Shift

1. Submit Account:
   Booking Solutions → Counter Operations → Submit Account

2. Supervisor verifies the submission.

3. End Shift:
   Booking Solutions → Counter Operations → End Your Shift

✉️ Dispatch Operations

1. Delivery PA:

   • Bag Management → Bagging Operations → Fetch from Counter

   • Fetch from PO (if applicable)

2. Close Bag at PO:

   • Select Schedule & Bag Type → Close

3. Dispatch:
   Bagging Operations → Bag Dispatch → Select Bags → Submit

4. Station Bag:
   Bagging Operations → Station Bag Close

📥 Mail Receipt and Opening

1. Delivery PA:

   • Bagging Operations → Bag Receive → Select Schedule/Mail List → Receive

   • Bagging Operations → Bag Open → Enter Bag Number → Fetch

📮 Issue to Postman

1. APM/SPM/Delivery Supervisor:
   Postman & Delivery Mgmt → Shift Begin

2. PA:
   Delivery Operations → Select Invoice Menu → Batch ID, Beat ID → Scan Articles → Save → Print Delivery Manifest

🔁 Returns from Postman

• Delivery PA:
  Postman & Delivery Mgmt → Delivery Operations → Take Returns

  • Select Batch ID, Beat ID → Update Remarks → Save → Submit Account

💰 Give/Take Cash from Postman

1. Give Cash:

   • Delivery Operations → Supervisor Approval → Save

   • APM/SPM/Delivery Supervisor:
     Treasury → Cash Request → Approve

2. Cash Return:

   • Delivery Operations → Take Returns of COD/EMO → Save

   • Supervisor Approval → Treasury → Cash Remittance → Approve

🏖️ Leave Management Module

1. Employee:

   • Via ESS App or Website → LMS → Apply Leave → Choose Type & Period → Submit

2. SPM/Supervisor/DH:

   • Leave Management System → Approve/Reject Leave

   • Supervisor may allot additional charges

3. ❗ Counters cannot be allotted to IDs on approved leave.

🏦 Cash Office / Bank Addition

• RDA (SSPOs):
  Treasury → Tools → Office Details → Enter Data → Add

🛡️ Insured Article Handling

At Booking Office:

1. Counter PA:
   Booking Solution → Book Article

2. Counter Supervisor:
   Counter Operations → Insured Article Authorization

3. Mails Supervisor:
   Bag Management → Supervisor → INS Article Verification

   • Select Transaction → Fetch → Select Article → Approve

4. Mails PA:
   Bagging Operation → Bag Close at PO → Scan Articles → Close Bag

At Delivery Office:

1. Mails PA:
   Bag Management → Receive & Open Bag

2. Mails Supervisor:
   Bag Management → Supervisor → INS Article Verification → Receive

   • Fetch Transaction → Select Article → Approve

3. Supervisor:
   INS Article Verification → Close → Fetch → Approve

4. Mails PA:
   Bagging Operation → Bag Close at PO → Scan Articles → Close Bag

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