IT 2.0 Quick Flow for Refresher Training: Complete Operational Guide for Post Office Staff
IT 2.0 Quick Flow for Refresher Training: A Complete Operational Guide for Postal Employees
To strengthen the implementation of IT 2.0 across post offices, a comprehensive "IT 2.0 – Quick Flow for Refresher Training" guide has been prepared. The document provides a step-by-step workflow covering the daily operations of Supervisors, Counter PAs, Treasurers, Delivery Staff, Branch Offices, and Accounts personnel, making it an excellent reference for refresher training.
The guide begins with the Day Begin activities, where Supervisors initiate Treasury Day Begin, start Delivery Management shifts, and allot counters to newly joined Counter PAs. Counter PAs then begin their shifts, perform booking transactions, and request cash, stamps, or IPO stock from the Treasury whenever required.
One of the key sections explains the integration of CBS Finacle, IPPB Finacle, and McCamish with IT 2.0. Since these systems are not fully integrated in real time, the guide describes the correct procedure for adjusting CBS, IPPB, and insurance figures in the Booking Solution and Treasury modules to ensure accurate accounting and Daily Accounts.
The document also covers the complete workflow for Booking Solution, including article booking, article cancellation, duplicate receipt generation, insured article verification, Common Submit Account generation, wallet adjustments, counter closing, and shift end procedures. It explains the importance of verifying all transactions before submitting the counter account.
For Postman and Delivery Management, the guide details eMO printing, article invoicing, postman cash approval, postman returns, VPMO booking, delivery confirmation using IMA/DSS applications, handling undelivered articles, and Beat End procedures. It also explains the process for returning unclaimed articles after seven days and generating various delivery reports.
The Bag Management section provides detailed instructions on receiving bags, opening bags, insured article verification, insured bag verification, bag closing, station bag closing, bag despatch, and handling bag or article-related errors. It also introduces several troubleshooting tools for correcting bag destinations, reopening bags, modifying contents, and changing article pincodes whenever necessary.
Treasury operations are explained in detail, including cash remittance to Branch Offices and Head Offices, stamp remittance, bank drawings, bank remittances, miscellaneous accounting transactions, TCB generation, DTR preparation, and Day End activities. The guide also highlights the process for accounting entry cancellation and mismatch handling whenever technical delays affect transaction reflection.
The Accounts Module includes procedures for BO Slip generation, BO Account verification, mismatch reconciliation, ECB generation, SO Daily Account generation, and verification of Branch Office transactions. The guide emphasizes that BO Daily Accounts must be verified before generating the SO Daily Account and completing the Day End process.
The document concludes with several important operational guidelines, such as ensuring TCB, DTR, and SO Daily Account tallies on the same day, correctly accounting CBS and IPPB transactions, using the Proof of Delivery (POD) facility, handling UPI QR transactions, managing wallet adjustments, processing mismatch entries only when required, and following the prescribed procedures for smooth IT 2.0 operations.
Overall, the IT 2.0 – Quick Flow for Refresher Training serves as a practical handbook for postal officials, helping them perform daily operations accurately, maintain proper accounting, and successfully complete end-of-day activities while minimizing operational errors.