IT 2.0 Refresher Training: Essential Operational Updates and Procedures for Postal Employees
IT 2.0 Refresher Training: Key Operational Updates Every Postal Employee Should Know
The IT 2.0 Refresher Training document, compiled by DTC Udupi, serves as a practical guide for Postal employees on handling day-to-day operations in the IT 2.0 environment. It explains important procedures covering CBS, Booking Solution, Treasury, IPPB, Delivery, and Accounts, helping officials perform transactions accurately and avoid common operational issues.
Download IT 2.0 Refresher Training in PDF
Major Highlights of the Refresher Training
CBS Operations After IT 2.0
The training explains the revised workflow for CBS transactions, including:
- Receiving advance cash from the treasury.
- Adjusting the net collection in Finacle using Wallet Adjustment.
- Correct procedure for transferring cash back to the treasury.
- Examples to ensure proper accounting and avoid errors in the Daily Account.
Treasury Module
Officials are guided on:
- Fetching CBS data into the Daily Account after Finacle day-end.
- Cheque indent process for CBS.
- Treasury day-end issues and troubleshooting.
- Accounting for NEFT credits such as Bulk Stamp Sales using the appropriate account codes and UTR details.
Booking Solution Updates
The refresher covers several important operational changes, including:
- ₹10 Acknowledgement (AD) fee collection.
- QR payment verification procedure.
- GST handling for PLI defaults.
- BNPL and Advance Customer booking process.
- Duplicate receipt printing.
- E-Payment collection for Nadakacheri Mojini services.
- Proper transfer of PLI collections through Common Submit Accounts.
IPPB Transactions
The document explains the use of Wallet Adjustment for IPPB deposits and withdrawals and instructs treasury officials to fetch IPPB data before closing accounts. It also cautions that no further IPPB transactions should be performed after data fetch.
Delivery Operations
Several operational improvements are highlighted, such as:
- Mandatory photo capture for most undelivered articles.
- Steps to resolve missing COD details.
- Processing of Retail COD (VPMO) articles.
- Manual entry of Customs Duty where required.
- Redirection charges and insured article handling.
- Modification of return remarks before confirmation.
Accounts and Daily Closing
The training reminds officials that:
- SO/BO slips and ECB can be generated only once each day.
- Articles and Money Orders must be invoiced on the same day.
- Pending articles should be cleared before Treasury Day End to avoid processing errors.
Conclusion
The IT 2.0 Refresher Training provides essential operational guidance for Postal employees, helping them adapt to the new workflows introduced under IT 2.0. By following these procedures, officials can ensure smooth counter operations, accurate accounting, efficient treasury management, and improved customer service while minimizing transaction errors.