User Onboarding/Walkthrough

Users can walk through the application for a better understanding of different user actions available on key screens.

Home Screen

Note:

For first-time users after login, the walkthrough automatically starts on the home page.

For multi-tenant users, the walkthrough starts after selecting the tenant and landing on the home screen

Step No.	Element	Note
1	Tenant selection	Click here to switch to other Gram Panchayats
2	Household Register	Household Register contains a list of all consumers and their pending amounts
3	Collect Payments	Use collect payments to search for consumers, generate bills and collect payments
4	Download Bills and Receipts	Search by consumer details such as name or phone number to download bills & receipts
5	Add Expense Record	Use this to make a new expenditure entry into the system
6	Update Expenses
7	Generate Demand
8	Create Consumer	Create consumers records by adding details
9	Update Consumer Details
10	GPWSC Dashboard	View daily, monthly collection and expenditure summary
11	Notifications	Any new notifications that require your action regarding collections and expenditure will be shown here

Consumer creation screen

Step No.	Element	Note
1	Consumer’s Name	Start creating a consumer record by entering the consumer name
2	Gender	Select gender of the consumer
3	Father's Name	Add father’s name of the consumer
4	Mobile Number	Enter the mobile number of the consumer
5	Old Connection id	Enter OLD Connection ID Number. Eg.105
6	Door Number
7	Street No/Street Name
8	Ward	Select the ward where the consumer resides
9	Gram Panchayat
10	Property Type	Select one from residential/commercial type of property
11	Service Type	Select if the connection is metered or non-metered
12	Meter Number	Add meter number of the connection of the consumer
13	Previous meter reading date	Add the date of the last meter reading
14	Arrears	Add amount the household has to pay until today

Expense Entry Screen

Step No.	Element	Note
1	Type of Expense	Select the category of expenditure
2	Vendor Name	Mention the name of the vendor who raised the bill
3	Amount	Add the amount that is mentioned in the bill
4	Bill Date	Add date on which bill is entered into records
5	Party Bill Date	Add date on which the bill is raised
6	Attach Bill	Attach JPEG/ PDF formats of the bill here
7

Dashboard

Step No.	Element	Note
1	User feedback section	Feedback provided by consumers is shown here
2	Collections Snapshot	Summary of collections made in the selected time period
3	Search field	You can search for the consumer by Name or connection ID
4	Filters	Use filters to drill down by property type
5	Connection ID Column	These are new Connection IDs of consumers. Clicking on a consumer ID takes you to the respective Consumer Detail screen
6	Name	Name of the consumer
7	Collections	Collections made by the consumers in the selected time period