IO Admin Manual
Summarized View of the Submitted Application
6min
- You can view applications based on their current status after submission by the applicant.
- The application status has been categorized into 4 statuses: Pending, Accepted, Rejected, and Redo(Draft). The application under “Pending” status reflects that it has been submitted by the applicant and is pending to be reviewed by the Backops user.
- The applications under “Accepted” status reflect that it has been reviewed by the Backops user and has been accepted to be pushed/inserted into KRA for KYC registration.
- The applications under “Rejected” status reflects that it has been reviewed by the Backops user and have been rejected due to incomplete/incorrect data filled in by the applicant.
- The applications in “Redo” status indicate that the Backops user will allow the applicant to re-submit the application if there is scope for correction in the application submitted by the applicant.
- All the applications combined of the various status can be viewed under “All”. The numbers mentioned across these statuses are the number of applications for each status.
VIew Application summary in Backops
- This Filter by feature will allow the Admin to filter the applications submitted based on the distributors and AMC.
- The admin chooses any distributor’s name(s) and the applications submitted under those distributors will be displayed.
- If the admin chooses AMC then applications submitted under the AMC will be displayed.
Filter by and Sort by options in Backops
The Sort by feature allows the admin to sort the applications by date(new to old) i.e., the newest applications will be displayed on the top, and similarly sort applications by date(old to new) i.e., oldest applications will be displayed on the top.
The search functionality will allow you to search an application by Name, Email, and UIDs like PAN, Merchant Id. You can also choose the status for which you are searching the application for.
- This functionality is available on the summary page of the application and it is applicable for each application in order to view the details provided by the applicant.
- You can also view the distributor name under which the application has been submitted and also view the Backops user assigned to review the application.
- The creation and submission date along with time is also available. Upon clicking the “View details” you can view the details of the application which has 7 sections.
By clicking on the view details button - detailed view of the application will be available
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].