Tell us… Your name Your department or area of work

2. Tell us… • Your name • Your department or area of work • Number of years you have completed with India Post • Two or three core job-related tasks that you perform everyday • Tools and applications that you use to perform your job-related tasks • Your expectations from this course

5. Prerequisites Learners should be familiar with: • Basic concepts and terminology associated with Life Insurance • Basic knowledge of working with computers • Basic knowledge of navigating through application interfaces

6. This module is designed to support India Post users in handling and maintaining backend System Administration functions. After completing this course, you will be able to: • Identify the various System Administration tasks. • Log in to the Policy Servicing Work Desk (PSWD) application. • Discuss and perform various System Administration tasks.

7. Lesson 1 INTRODUCTION TO System Administration

8. Introduction to System Administration This lessons introduces the various System Administration tasks that a System Administrator performs to manage the Policy Servicing Work Desk (PSWD) application. After completing this lesson, you will be able to: • Discuss the roles and responsibilities of a System Administrator. • Discuss the various System Administration tasks. • Discuss the scope of this training. • List the icons used in the modules.

9. Introduction to System Administration • Discuss the responsibilities of System Administrators in administering and managing the application. • Discuss the various tasks included in the System Administration activity. Duration: 15 minutes

10. Introduction to System Administration System Administration Tasks Maintain Users Access Batch Reports Manage and Monitor Batches

11. Introduction to System Administration Icons Used in the Training Material

12. Introduction to System Administration You have reached the end of the lesson. You should now be able to: • Discuss the roles and responsibilities of a System Administrator. • Discuss the various System Administration tasks. • Discuss the scope of this training. • List the icons used in the modules.

13. Lesson 2 Introduction to the Application

14. Introduction to the Application This lesson will provide information on how to log in to the PSWD application and will explain the screen elements that users will use frequently. After completing this lesson, you should be able to: • Log in to the PSWD application. • Explain the features of the Dashboard. • Explain the features of the System Admin screen. • Describe the screen elements of the application.

15. Introduction to the Application Logging In to the Application User Name Password Login

16. Introduction to the Application The Dashboard As you log in to the application, the first screen that is displayed is the Dashboard. The System Administrators must click the System Admin icon on the Dashboard to display the System Admin screen.

17. Introduction to the Application Demonstration: Access the Inbox Screen Use the application to do the following actions: • Accessing the Inbox screen • Reserving a request in the Inbox screen

18. Introduction to the Application The System Administration Screen The System Admin screen allows the System Administrators to perform various tasks for administering and configuring the application.

19. Introduction to the Application Common User Interface Elements The user interface elements allow users to enter data, select values and view links.

20. Introduction to the Application Screenshot of Some Screen Elements Common Screen Elements

21. Introduction to the Application Demonstration: Interface Elements Use the application to do the following actions: • Viewing the screen elements • Viewing the editable and non-editable fields

22. Introduction to the application You have reached the end of the lesson. You should now be able to: • Log in to the application. • Explain the features of the Dashboard. • Explain the features of the System Admin screen. • Describe the screen elements of the application.

23. lesson 3 User Maintenance

24. User Maintenance As part of the System Administration activity, the System Administrator will need to add, delete and update users as well as Groups in the application. After completing this lesson, you should be able to: • Add a user. • Delete a user. • Allocate tasks to a user. • Update user details.

25. Managing Users The System Administrators have the access rights to perform the following tasks to add and manage the Groups and users. • User Maintenance Add a User Delete a User Update a Group and User

26. Adding a User To add a new user, System Administrators must perform the following tasks: • User Maintenance Add General Information for the User Assign the User to a Group (s)

27. User Maintenance Demonstration: Add a User Use the application to do the following actions: • Adding general information for the user • Assign the user to a Group

28. User Maintenance Practice Activity: Add a User Add a user to a Group using the following information: • Group Name: System Administrators • User name: XYZ • Effective Date: 11/08/2013

29. Deleting a Group and a User • User Maintenance When deleting a user or a Group, first select the user or the Group from Master List. A Master List of users and Groups is maintained in the system. The selected user or Group details will be visible in the screen only after this. If a user or a Group is deleted, it will be deleted from the Master List.

30. User Maintenance Demonstration: Delete a Group Use the application to do the following actions: • Selecting the Group for deletion from the Group List • Deleting the Group

31. User Maintenance Practice Activity: Delete a User Delete a user using the following information: • Group Name: PSWD • User Name: Training Data Entry

32. Updating User Details To update user details, System Administrators must perform the following tasks: • User Maintenance Reset Password for a User Unlock a User Update User Information

33. Updating User Details • User Maintenance When updating a user or a Group, first select the user or the Group from Master List. A Master List of users and Groups is maintained in the system. The selected user or Group details will be visible in the screen only after this.

34. User Maintenance Practice Activity: Update a User A user was by mistake added to been added to the Data Entry Queue Update a user details using the following information: • Group Name: Quality Checker • User name: XYZ • Effective Date: 11/08/2013

35. Additional System Administration Tasks To update user details, System Administrators must perform the following tasks: • User Maintenance Allocate a Task to CPC Allocate a Task to a User Proceed to Policy Servicing

36. User Maintenance You have reached the end of the lesson. You should now be able to: • Add a Group and a user. • Delete a Group and a user. • Update Group and user details.

37. Lesson 5 Accessing Batch reports

38. Accessing Batch Reports As part of the System Administration activity, the System Administrator will need to access the Batch reports. After completing this lesson, you should be able to: • Access the reports repository. • View a Batch report.

39. Batch Reports There are some Batch Reports that are saved and stored in a particular repository. The System Administrators can view and access the required reports from the repository. These are not real time but are already stored. • Accessing Batch Reports Batch Reports are periodic reports that are generated automatically when the scheduled Batch runs. Once the System Administrator sets the required report in the Batch, the report will be automatically generated on the scheduled time.

40. Accessing Batch Reports Demonstration: Access Batch Reports Use the application to do the following actions: • Accessing the report repository • Viewing the required Batch report

41. Accessing Batch Reports Practice Activity: Access Batch Reports • Access the Detailed Policy Conversion report from the repository

42. Accessing Batch Reports You have reached the end of the lesson. You should now be able to: • Access the reports repository. • View a Batch report.

43. What are the steps for logging into the PSWD application? • How can you select a user that you want to delete? • What tasks can be performed using the Batch Setup window? • Access to Reports is not specific to the System Administrators. Any user can access these Reports based on the access permissions configured for the user. Is this statement True or False?

44. You have reached the end of the module. You should now be able to: • Identify the various System Administration tasks. • Log in to the Policy Servicing Work Desk (PSWD) application. • Discuss and perform various System Administration tasks.