Transfer Module In Audit Online Application
Requirement
Auditors can be transferred from one location to another location.
➢ The transfer can happen within the state or outside of a state.
➢ Auditor can promote within the same office or location.
➢ New appointment in cases of any demise, retirement, or suspension
A functionality should be available with all checks and approval from the Creator or Admin.
T RANSFER – IN THE MENU
➢ Transfer can be done either by State/Division/Regional/District admin as per the state
opt hierarchy for the registered auditors.
➢ Parent user can grant the role for Transfer/Promotion/Retirement from the Assign role
menu
APPROACH T O W ORK ON FUNCTIONALITY INTRODUCED:
1. In case of Retirement/Demise: Admin shall view the Transfer of User in menu, on
selection of User and Reason as Retirement/Demise, Admin will be able to submit form,
Internally the system will check whether user is registered using mail id or system
generated Id. In both cases profile history will be created automatically and delete
user(s) present profile.
In case of user is using mail Id as login then use login Id is replaced with system
generated Id. A mail will be received by Admin (Parent User) with a new system generated Id.
Furthermore, Admin will communicate the replacement of this USER ACCOUNT with a new ID
and New user can proceed the work pending.
Steps to be followed:
1) Login as State/Division/Regional/District Admin with role of Transfer/ Promotion/
Retirement/ Others
2) Go to Manage Employee Transfer >> Transfer User
3) Select the user, reason for relieving as retirement/demise and click on the submit button.
4) After successful submission a message will be received.
5) Parent user will receive an email regarding his child user.
6) Now Admin will communicate the replacement of this USER ACCOUNT with a new ID
and New user can Proceed the work pending.
2. In case of Promotion/change in designation: On selection of User and Reason as
Change in Designation, admin will see a model of pending tasks with the user and it’s up
to admin to either ask user to clear his pending task(s) if any or Transfer task to auto
populated for designated users in transfer to user combo (it will be populated on basis
of designation binded with process flow as well as part. After that Admin will be able to
update designation of the user on location.
All the tasks should be transferred to the user of same designation before transferring it to the
another location.
Select the new designation of the selected user from the Designation drop down.
3) In case of Transfer: On selection of User and Reason as Transfer, Admin will be prompted
to pending Tasks if any. Now either Admin will ask the user to clear his pending task or if Admin
will transfer the task to another user of the same designation (If the new user not present in
team, in that case admin has to modify team with same designated user) and update the user
active location with a new destination. It is mandatory to choose designation because
designation code is not unique on LGD Level so if the designation name is the same but with
different lgd codes then old location history and profile history will be saved in both cases. If a
user is getting transferred from one state to another then in that case his system generated
User Login Id will be changed after joining at a new location.
Joining of User at new location
T RANSFER T ASK MODEL FUNCTIONALITY: It is introduced in case of pending task need to be
transferred before transfer of user with following condition:
➢ Task should only be transferred to the same designated user with part of the team
if there is no such user present in the team then Team needs to be modified.
➢ If task need to be transferred to another designation than Admin can check
process flow and modify process flow task with new designation.
J OINING T RANSFERRED USER FUNCTIONALITY: Joining of transferred user will be done by the
new administrator where the user has been transferred. Details of previous location to new
location admin user will be available, admin will approve the user for new location. If user was
transferred from other state and was using system generated ID there, in that case at the time
of Approval for joining internally a new system generated id will replace the old one and user
have to fill and verify his account again, this new Id will be sent to new admin at the time of
Joining Approval.
if the user was earlier using its personal mail Id then verification and profile resubmission
process not needed. After joining at a new destination, new admin will able to use this user as
part of his audit team.
Steps to followed:
Transfer of user>> Manage employee transfer>> Joining User
Relieving Reason: In relieving reason dropdown admin can view details of his transferred
/retired/promoted user.
