New Features

• Samhita Authentication System

  • A new authentication system has been implemented for the Skill Mantra application, enabling participants to log in using their Samhita Onboarding platform credentials.

  • If a participant is not found in Samhita's system, they can complete self-onboarding by providing their name, mobile number, and email.

  • Once onboarded, they will be granted access to the Skill Mantra application.

  • This feature will be implemented across all future standalone applications by Samhita.

Improvements

• Skill Mantra application

  • The application is live on the ONDC ONEST network, providing seekers with seamless access to a wide range of work opportunities.

  • Seekers can access the Skill Mantra application on both web and mobile platforms, offering them the flexibility and convenience to explore work opportunities anytime, anywhere

  • The default language of the application is English, but seekers have the option to access it in their preferred language (Indian).

• Funder Management

  • Following improvements have been done to the Funder Onboarding form:

    • The list of states where CSR projects are conducted has been sorted and organized in alphabetical order.

    • An instruction is added to the "Company Name" field on the Onboarding form for adding Funder Name.

    • Multiple Contact Person can be onboarded for a funder.

• IP Management

  • Following improvements have been done to the Implementation Partner Onboarding form:

    • The list of states where CSR projects are conducted has been sorted and organized in alphabetical order.

    • An instruction is added to the "Company Name" field on the Onboarding form for adding Funder Name.

• Lender Management

  • The list of states where CSR projects are conducted has been sorted and organized in alphabetical order.

• Customer Support Management

  • The list of states where CSR projects are conducted has been sorted and organized in alphabetical order.

• Project Details section under Project Builder

  • Project Tagline has been renamed to Project Title as per the MoU.

• Entity Details section under Project Builder

  • SPOC field has been renamed to SPOC from Samhita in the Entity Details section

  • Contact Person field has been renamed to SPOC from Funder and SPOC from Implementation Partner for Funder and Implementation Partner.

  • A new tab Approval has been added next to Partner Tranche tab to display partner payment approval requests to the approvers.

• Finance section under Project Builder

  • Following improvements have been done to the Partner Payment Request module

    • Samhita Staff can raise multiple payment requests for a partner tranche.

    • Approver list dropdown field is a single select now.

    • In the second payment request, the initiator will not be permitted to modify any documents that were uploaded during the first payment request for the same tranche.

    • Once the previous request is approved then only the system will allow it to raise again.

    • Approved By field is renamed to Last Approved By. This change is applicable to the partner tranche section available under Entity Details and Finance module.

    • A new tab Approval displays payment requests to the selected Approver only for approval/ rejection.

    • For each payment request, the approver will see Approve and Reject buttons. Upon clicking either button, a popup will appear prompting the approver to add an approval or rejection remark.

• Participant Onboarding

  • The City and Village fields are now non-mandatory in Bulk Onboarding and Single Onboarding. However, validation on the correct city and village is there in place to add for a pincode by user, will remain as per current functionality.

Improvements

• Funder Management

  • Following improvements have been done to the Funder Onboarding form:

    • The list of states where CSR projects are conducted has been sorted and organized in alphabetical order.

    • The "Contact Person" document tab has been removed.

    • The limitation on the year of registration has been updated to allow entries from 1900 to the present year.

    • A note has been added to indicate the required entry for the official email address.

    • The list of registered office states has been sorted and organized in alphabetical order.

    • The "Primary Participants" field has been removed.

    • A new field for "Legal Status Type" has been introduced.

• IP Management

  • Following improvements have been done to the Implementation Partner Onboarding form:

    • The "Contact Person" document tab has been removed.

    • The year of registration limitation has been updated to allow entries from 1900 to the current year.

    • A note indicating the requirement for the official email address has been added.

    • The list of registered office states has been sorted in alphabetical order.

    • The "Primary Participants" field has been removed.

    • A new field for "Legal Status Type" has been introduced.

• Lender Management

  • Following improvements have been done to the Lender Onboarding form:

    • The "Contact Person" documents tab has been removed.

    • The year of registration limitation has been updated to include years from 1900 to the present.

    • A note prompting the entry of an official email address has been added.

    • The list of registered office states has been sorted in alphabetical order.

    • The "Primary Participants" field has been removed.

• Customer Support Management

  • Following improvements have been done to the Customer Support Firm Onboarding form:

    • The year of registration limitation has been revised to include years from 1900 to the current year.

    • A note prompting the entry of an official email address has been added.

    • The list of registered office states has been sorted in alphabetical order.

    • The "Primary Participants" field has been removed.

• Project Builder

  • The Participant Enrollment section will not be available during the Project Creation stage.

  • The "MOU Start Date" and "MOU End Date" fields have been added to the "MOU in Review" tab under the Entity Details section.

  • The "Signed MOU Start Date" and "Signed MOU End Date" fields have been added to the "Signed MOU" tab under the Entity Details section.

• Participant Onboarding

  • The fields for "Primary Occupation," "Secondary Occupation," and "Total Individual Monthly Income" have been made mandatory for both bulk and single onboarding processes.

  • A validation has been implemented to the "Onboarding Date" field, restricting entries to dates from January 1, 2013, to the current date, for both single and bulk onboarding.

New Features

Intervention module

• • A new module Intervention has been introduced to the platform. New Key-Interventions and Sub-Interventions can be added by Samhita staff members having access to this module.

Catalogue Builder module

• • A new module, Catalogue Builder, has been introduced to add new services to the platform. Samhita staff (having access to this module) can now create and customize services to be displayed to participants on the Services page. Services can be configured with the Intervention. 

Non-Assisted (NA) Journey for Participants

• • A new feature has been introduced for Participants to do self-onboarding through Non-Assisted journey. 

  • Participants will be directed to the Samhita Services page through social media marketing, where they will choose the relevant service and the associated project. After making their selection, they will proceed for self onboarding. 

  • Samhita will be mapped as the Implementation Partner for these participants on the platform. Additionally, participants will have the option to enroll in other available services beyond the ones they have selected.

Project with Public and Private flagging

• • A new feature has been introduced where all existing and new projects will be flagged as Private. Samhita Staff can flag a project Public if it is associated with a service for the NA participant journey.

Returnable Grants as a Service

• • RG Provider
    RG Providers can create, publish, and manage RG products, using Beckn to connect with a broad network of participants.

  • RG Seeker
    RG Seekers benefit from a simplified application process, allowing them to apply, manage, and track their RG lifecycle efficiently.

    • Participants are guided to the Samhita Services page via social media or outreach programs, where they select the relevant RG service and self-onboard.

    • After onboarding, an agent is assigned to assist participants, completing KYC, income, and bank verification.

    • Agents select the appropriate RG product and proceed with fund disbursement upon successful participant verification.

Skill Mantra as a Service

• • A new application Skill Mantra is created to allow job seeker participants to search and apply for jobs on the network. 

    • Participants are guided to the Samhita Services page via social media or outreach programs, where they select the Work Opportunities service along with the relevant project and then self-onboard.

    • Participants will get a popup to complete their onboarding details on Samhita platform and also redirect to the Skill Mantra.

    • Participants can search for the relevant jobs after completing their profile on Skill Mantra.

    • Participants can also raise issues from the Help section on Skill Mantra.

    • Existing participants can also access this application through SSO login on Samhita app. 

LMS Course Mapping with Project

• • A new module, Course Details has been added in the Project Builder allowing Samhita Staffs to map LMS courses to a project.

Course Details section in Participant profile

• • A new section, Course Details has been added to participants' profiles. This allows participants to directly access relevant courses from their profile, streamlining the process and reducing clicks. Participants can still access courses by clicking on the LMS service.

Customer Support for Participant

• • A new feature has been introduced on the Home page of Participants login, allowing them to easily raise customer support tickets for any issues.

New Dashboard on the Home page for Samhita Staffs

• • A new view, Samhita CGF Dashboard has been added to the Home page for Samhita Staff logins, displaying overall data available on the tech platform

Samhita Onboarding Platform Release

New Features

Simplified Seller Onboarding

• A new feature has been introduced with a dedicated link for self-registration. Customer support agents can now share this link with sellers, enabling them to onboard themselves by filling out only the mandatory details required for seller store and samhita. Sellers can register directly on the Samhita app and seller store with ease.

Sharing Details with Participants

• Agents can now share documents and images with participants through a single sharing process. A new "Share Details" section has been added to the participant profile, allowing agents to share via email. For WhatsApp and SMS, agents can create a document link and share it with the participant.

    Improvements

Finance Module

• Additional documents added during Grant Request will be sent over mail notification along with Grant Request letter.

• Additional documents added during Payment Request will be sent over mail notification along with Invoice/ UC.

Form Builder

• The system will now allow users to download form responses with filters, even when the number of responses exceeds 1,000.

Customer Support

• The search functionality has been added to all "Select Entity" dropdowns on the Map to Entity popup screen. The "Select Entity" dropdown will now appear first on the bulk upload screen, followed by the "Select Project" dropdown, ensuring that partner-specific projects are available in the "Select Project" dropdown.

Good CSR PMU

• Partners will now be able to enter "0" in budget line items when defining deliverable-specific budgets across different quarters.

• Special characters will be allowed while defining Parameters, Deliverables, Activities, Milestones.

    Fixes

    Email with Special Character

• An issue where email id was not allowed to contain special characters such as dot (.), hyphen (-), and underscore (_) has been resolved.

Agent Login

• The issue allowing agents to view draft forms has been fixed.

Project Builder

• The issue where newly added sub-interventions were not displayed in the project details section after clicking the Update button has been fixed. Key and sub-interventions now map and display correctly.

Finance Module

• The issue with payment request attachments not opening has been fixed.

Samhita Onboarding Platform Release

New Features

• Project Builder

  • A new field Contact Person has been added to the Entity Details section, listing all designated contact persons. It is a multi-choice dropdown field which can be used to add multiple contact person.

  • The existing SPOC dropdown is changed to a multi-choice format to enhance user flexibility.

  • Sub-intervention field has been introduced to the Add Fund Detail screen for Funder and Partner tranches, improving data capture for funding activities.

• Customer Support Firm Management

  • A new module, Customer Support having the role of Customer Support Agent and SPOC has been implemented on the Samhita Platform.

  • Samhita Admin users can onboard the Customer Support Firm and their SPOC to the Samhita platform. 

  • Samhita Admin can also map the Customer Support Firm to the Partners for the implementation support.

  • Customer Support SPOC can add Customer Support Agents to the Samhita Platform.

  • Customer Support Agents can onboard and enroll participants, they can also fill out data collection forms for the Participants.

Improvements

• Project Builder

  • In Single and Bulk Participant Onboarding, either the City or Village field is made mandatory; if a City is provided, the Village is not required, and vice versa.

• System restricts the entry of onboarding date years no earlier than 2013

• A validation has been added to the onboarding date field in Single and Bulk Participant Onboarding to allow year selection from 2013 to the current year, with the current date set as the default in the calendar.

• New Interventions and Sub-Interventions have been updated across the Entity Details, Project Details, and Finance Module Cashflow sections, ensuring consistency and accuracy in data representation.

• System enables the uploading of multiple MoUs and signed agreements in the Entity Details section, simplifying the documentation process.

• System restricts the entry of future dates in the Date of Birth field to prevent inaccurate data submission.

Bug Fixes

• Lender Management

• The issue where the submit button was non-functional after logging in as the lender contact person, navigating to the profile, editing company details, and clicking submit has been fixed.

Samhita Onboarding Platform Release 

New Features

Self Onboarding and Enrolment using referral link

• Partner SPOCs and Agents can create referral links which would be used by Agents and Participants respectively for Self Onboarding and Project Enrolment. 

Participant Login

• Now bulk onboarded participants can login to the system with Mobile number and Password, if agents have added their Aadhar or PAN number during onboarding. However, the other method Participant login using Mobile number and OTP is still in functionality.

 Participant Profile

• In the Participant profile, a new section Forms Details has been added wherein project wise forms will be available. Participants can submit form responses from this section. However, agents filling data collection forms feature does exist and works.

• Self-Onboarded Participants would get a popup screen to update their Onboarding details.

 Agent Profile

• Self Onboarded Agents would get a popup screen to update their Onboarding details.

 Project Builder→ Project Details Section

• New Intervention and Sub-Intervention has been added to the Project Details section and this change would reflect in the Entity Details and  Finance Module Cashflow also.

 Project Builder→ Entity Details Section

• A new dropdown Entity Contact Person has been added in the Entity Details section. In this dropdown, all the contact person will be listed who are added as Contact Person during Entity Onboarding. It is a non-mandatory and multi-choice field. 

• Existing SPOC dropdown is now a multi-choice dropdown instead of single choice.

Improvements

Participant Onboarding

• City and Village fields are mandatory in Single and Bulk Onboarding. Also these fields are renamed to City / Block and Zone / Village respectively.

Google Map API Integration

• Google Map API has been integrated to fetch addresses based on the PINCODE.

• Users can also add non-available but valid pincode in the system due to this integration.  

Captcha on Login and Self Signup screen

• Captcha has been introduced to Login and Self Sign up screens for all users to improve security and ensuring urls cannot be misused by expiring them at regular intervals

Bulk Onboarding template

• Participant Bulk Onboarding template has been enhanced with detailed instructions and required highlights for mandatory fields in the Onboarding form.

Project Builder

• Project Builder APIs are optimized for better user experience.

Dashboard

• WOHLA project dashboards have been updated as per funder/ partner requirements.

Fixes

CSC VLE Accessing Samhita Platform and LMS 

• When a CSC VLE logins using DigiSeva Connect button and his/ her email id already exists in the system, then VLEs would be allowed to login to the Platform without any issue.

• If CSC VLEs are not able to access LMS due to missing mobile number in onboarding then VLEs can come to the profile and update the mobile number. And the added mobile number would be verified by entering OTP.

In the Address Details section and the Pincode Search tool on the Onboarding Screen, the Village should be filtered based on the Pincode + City combination which currently has an open dropdown.

• The issue of the village in the Address Details section and in the Pincode Search tool, as an open dropdown, is fixed. Now the Village / Zone field will be filtered out based on the City / Block selection.

Browse button is not enable on Bulk Upload screens

• The issue of the Browse is not enabled on Bulk Onboarding and Bulk Form Response upload screens, is fixed.

Seller Store Service Image Upload issue

• The issue of the Seller Store Service Logo and Product Image upload is fixed.

Samhita Onboarding Platform Release v2.0.3 

New Features

• Agent Bulk Onboarding

  • Partners can onboard up to 1,000 agents simultaneously using the Agent Bulk Onboarding feature. This feature provides an Excel template with all the necessary data points for agent onboarding. Partners fill out the template and upload the file, after which the agents will be onboarded

• Participant Login

  • Now participants can login to the system with Mobile number and Password, if agents have added their Aadhar or PAN number during onboarding. 

• Performance Summary

  • A Performance Summary section has been added to the Partner and Agent profiles. This section allows Partners to view the Agent & Participant onboarding and enrolment counts, while Agents can see the Participant onboarding and enrolment counts.

Improvements

• Bulk Upload Button

  • Bulk Upload button is added which enables various types of bulk uploads and is governed by Role-Based Access Control. Specific access permissions have been granted to Partners and Agents, allowing them to utilize different bulk upload features based on their roles. These are the available options in this button: Participant Onboarding, Participant PCS Upload, Agent Onboarding, Bulk Seller Store Enrolment, CG Disbursement, CG Repayment, CG Claims and Project Specific Bulk Uploads (Disbursement & Repayment, Social Security, Participant Project Enrolment, Form Responses)

• Participant Onboarding

  • Secondary Occupation (non-mandatory) field is added to Single Onboarding form and Bulk Onboarding template.

  • Current Primary Occupation field is renamed to Primary Occupation and its a non-mandatory field in Single Onboarding form and Bulk Onboarding template.

  • Average Family Monthly Income field is renamed with Total individual monthly income (INR) in Single Onboarding form and Bulk Onboarding template.

  • Instructions have been updated in Single Onboarding form and Bulk Onboarding template for Primary Occupation, Secondary Occupation and Total individual monthly income (INR) fields.

  • During bulk participant onboarding, Highest Education Qualification field input will be validated. If agents add an input other than the specified option then the file will not be uploaded and an error log will be generated.

  • All mandatory fields are highlighted in the Bulk Participant Onboarding template.

• Agent Profile

  • Agents on the platform will be prompted with a popup screen to add any missing onboarding information. They will be required to provide their Contact Number, as the platform will restrict them from performing any activities until this information is completed.

• Form Builder

  • When a Date is included as a question element in a form, the system now allows users to select Saturday and Sunday as valid dates. Previously, users were unable to choose these days.

  • When a number element is added as a question in a form, users can now enter "0" as a valid response. Previously, submitting "0" as a response was not allowed.

  • Form Response screen is updated in a new tabular format.

• Project Builder

  • For participant enrolment from Project Builder, a validation is added in the system that a participant can be enrolled using either Mobile Number or IP ID if both are available. Duplicate enrollments in the same project for the same participant, using either of the identifiers, will not be allowed.

  • On the project builder, the list of projects screen is updated in a new tabular format.

  • Banking and Agriculture related new Social Security Schemes are added to the platform.

• OTP Consent Message

  • OTP Consent message text has been updated for Participant Onboarding, PCS Upload and Form Response. OTP Consent message for login is the same as per existing text.

• Seller Store

  • Validation created by logic b/w agent and participant phone number for seller store mapping bulk upload, Seller can not be a sub-seller. Also for Seller Store registration on Plotch, City is a mandatory field that needs to be filled during Participant Onboarding.

Coming Soon

• Agent and Participant Self Signup

  • Agents and Participants would be onboarded and enrolled in a project through self-signup, using referral links generated by Partners and Agents, respectively.

Samhita Onboarding Platform Release 

New Features

●      Integration b/w Common Service Centre (CSC) and Samhita-CGF

○       A seamless integration between CSC and Samhita has been successfully implemented. This integration allows CSC VLEs to log in to the Samhita platform without the need for a separate onboarding process. Once logged in, CSC VLEs will have full access to all agent functionalities and features available on the Samhita platform.

●      Participant Onboarding

○       A non-mandatory bank details section has been added in the existing single participant onboarding form. An agent will be able to onboard a participant without adding bank details.

Improvements

●      Entity Details

○       In the Project Builder→ Entity Details, system will allow Redeployment Fee % to be entered as 0 or 0.00, and this value will be used in calculating the redeployment amount like it is used for non-zero value in redeployment fee %.

●      Finance Module

○       In the Project Builder→ Finance section, Redeployment Amount Quota column is added to the Cashflow log.

○       In the Project Builder→ Finance section, while adding fund details from Cashflow section, Transaction ID field will not be mandatory.

○       In the Project Builder→ Finance section, on Add Fund Details screen for funder and partner tranches, Interventions, Instruments, Impacted participant fields are not mandatory.

●      Participant Onboarding Form

○       Monthly Income field is renamed with Average Family Monthly Income and a note has been added to input data in this field.

○       Gender dropdown options are updated.

○       Highest Educational Qualification field has been added along with a note with instructions to select the required option from the dropdown. It is a mandatory field.

○       A note with instructions has been added to the Primary Occupation field to input data in this field.

○       Bulk Participant Onboarding template has been updated to align with changes in the single onboarding form. Separate sheets for all instruction notes and dropdown options are included in the latest template.

●      Form Builder

○       When uploading bulk form responses, for multiple choice question elements, ensure that the selected options in the response sheet are separated using a vertical pipe separator (|) instead of a comma (,).

●      PCS Validations

PCS Validations have been updated for the Bulk PCS Upload which can validate different option types, value selections, data type validations which will indicate whether the PCS score has been calculated or not. 

Samhita Onboarding Platform Release 

New Features

●      Seller Store

○       The Seller Store allows Sellers to set up their Seller Stores through 2 connected platforms that are Plotch and eSamudaay. Both platforms can be used for creating seller profiles and uploading product catalogs to be made live on the ONDC Network.

●      Manage Lender Questions

○       A new feature in the PCS Admin called Manage Lender Questions has been introduced which can enable customisable PCS for Lenders.  This in turn provides each lender with a customisable dynamic template for Bulk Uploading PCS Responses.

Improvements

●      Project Details

○       In the Project Builder→ Project Details section, Program Management Unit (PMU) is added as an additional option in the Key Intervention and Sub Intervention drop down lists.

●      Entity Details

○       In the Project Builder→ Entity Details, in Redeployment Fees(%) field decimal value will be allowed to enter till two digits after decimal also zero (0) is allowed to enter in this field for e.g. 0.00 or 10.12

●      Finance Module

○       In the Project Builder→ Finance section, While adding the Funder and Partner Tranches, if fund status is "Committed" or "Additional" then the "Transaction ID" field will not be available but it will be available in case of any Disbursement entry.

○       In the Project Builder→ Finance section, users will be able to copy paste the value in Amount fields while adding any fund entry (committed, additional, disbursement)

○        In the Project Builder→ Finance section, on the payment request screen, Upload Fund Utilization Report field is not mandatory now.

○       In the Project Builder→ Finance section, while adding disbursement entry for the grant and payment requests, an alert popup would appear on click of the Submit button if planned amount and disbursed amount are not the same.

●      Participant Onboarding Form

○       During single participant onboarding, after filling the pincode village list will be available in alphabetical order.

●      Form Builder

○       A data collection form could be translated by Agents within their local language.

○       An agent will be able to fill a single form multiple times with multiple responses and responses could also be downloaded for the same form.

Coming Soon

●      Edit Formula Capability

The edit formula capability in the PCS Admin will enable faster updating of the formulas associated with a PCS Version to reduce rework time. 

Samhita Onboarding Platform Release 

New Features

●      Samhita CG PCS Integration

○       PCS will provide an opportunity for New-To-Credit and New-To-Business participants to create a score to establish creditworthiness. By leveraging this microservice, individuals can gradually build a credit history and gain access to essential financial services, fostering financial inclusion and opening doors to broader economic opportunities. The Credit Guarantee Microservice operationalizes credit guarantee schemes encouraging NBFCs and other lenders to disburse credit guarantee backed loans. By ensuring the efficient tracking and handling of financial transactions, this microservice provides a safety net through credit guarantees, mitigating substantial risks associated with NPAs. PCS, PCS Admin and CG is released for calculating Pre Credit Score and Uploading CG Data

●      Popup Screen to add Mobile Number

○       When a Samhita Staff logins to the Samhita Onboarding Platform, there would be a popup screen shown to enter the mobile number of the User for getting Whatsapp Notifications and this number will be updated in the Staff records. However, adding a mobile number is not mandatory, staff can opt out from the same screen by checking on Don’t Ask Again.

Improvements

●      Entity Details

○       In the Project Builder→ Entity Details→ Key Intervention, Sub-Intervention and Instruments fields are added to map the specific intervention within an entity.

○       In case of Entity Type as Funder, Funder Tranches section has been added wherein grant requests will be created for committed funds within a tranche. Finance team will be notified by email for the requested grant amount.

○       In case of Entity Type Implementation Partner, the Partner Tranches section has been added to add partner tranches with deliverables. Also payment requests can be created and sent to the leadership team via email and WhatsApp notification.

●      Finance Module

○       In the Project Builder→ Finance→ Funder Tranches, Partner Tranches and Cash Flow sections are available in the Finance module.

-         In Funder tranches, funder tranches can be defined with deliverables and fund type (committed, additional, disbursed),

-         In Partner tranches, payment requests’ disbursement can be defined.

-         Cash Flow, this section will have the view of the cash inflow and outflow along with disbursement and repayment.

-         No changes done for Disbursement and Repayment, it is same as per existing functionality.

●      Participant Onboarding Form

○       Current Primary Occupation and Monthly Income, two  mandatory fields are added in Participants Onboarding form. Date of Birth, Gender and Pincode are also mandatory fields along with First Name, Last Name, Onboarding Date, Current Primary Occupation and Monthly Income. This is applicable on both single participant onboarding and bulk upload participant onboarding.

●      WhatsApp Notification

All the Samhita staff shall be notified for project creation on their WhatsApp number along with email notification. If a staff member is added as a watcher to a project then all the activities related to that project will be notified to the watcher via WhatsApp message along with email notification. Watcher notifications can be customized in  Project Builder Watcher settings. 

Samhita Onboarding Platform Release 

New Features

●      New UI for Project Builder

○       Project Builder UI has been changed to a new UI while there is no change in its functionality. All the sections from project builder can be seen at a glance instead of scrolling to view all sections.

●      Agent Dashboard in Profile

○       Within the Agent profile, a dashboard view has been added in the Contact Person Earnings section and this dashboard will display the list of projects with the service count and total earning of the agent in the different projects.

Improvements

●      IP, NBFC and Funder list

○       On the list of Implementation Partner, NBFC and Funder, Contact person email and Mobile Number were not displayed. For all the three scenarios, the mobile number and email id column has been removed from the respective list.

●      New field added in Instrument field of Project Details

○       In the Project Builder→ Project Details→ Instrument field, "Credit Guarantee" has been added in the dropdown list.

●      Participant Enrollment by Agent

○       When an agent onboards a participant with otp consent then the system asks the user to enroll the participant in the project by clicking on the "Enroll for Project" button. On click of this button, a popup screen appears  with the projects instead of opening project builder.

Fixes

●      Fix for issues in Finance Module

○       The issue, with the "Edit Fund Details" Popup when editing redeployment fees and changing the IP then the system considered previous IP's percentage for the calculation instead of current one, has been fixed.

○       The issue on the Add Finance popup, the system allows the mandatory redeployment quota field to be saved if the entered redeployment fees are removed before saving, has been fixed.

○       The issue while adding finance details from the Finance module, Project Name was not showing in the respective  dropdown, has been fixed now.

●      Fix for issue in IP Management

○       The issue with the IP Management→ participant PCS's consent details  were not displayed in participant list, has been fixed.

○       The issue, in the IP account→ open participant details→ Resend set password link was not working and the participant was not able to login via updated password, has been fixed.

●      Fix for issue in Edit Grant Details

○       The issue, while editing Grant level instruments from RG to CG , If we've selected CG then RG is displayed in UI and if we've selected RG then CG is displayed in UI, has been fixed.

○       The issue was that the system allows the same Application Id & Customer Id to different participants in Grant Details, has been fixed.

●      Fix for issues in Data Collection Module

○       The issue was that if a user attempted to expand the data collection, both the project dashboard and data collection sections were getting collapsed, and was fixed.

○       The issue with Service form that it can be created without mapping with a deliverable, activity or task, has been fixed.

○   The issue with the form response of an agent, when an IP or Admin tries to capture a form response of an Agent from Agent's edit section, the user can not move directly to the Project details section, has been fixed.

○       The issue with the form response count limit where the system had not thrown an error when a user tried to upload above 1000 records through bulk upload while Response Count was set to 1000, has been fixed.

●      Fix for the Bulk Upload Participant 

○       The issue with the validation on Aadhar and PAN card fields on bulk upload participant onboarding as mandatory fields, validation has been removed and the issue has been fixed.

●      Fix for issue in Disbursement and Payment

○       The issue with the disbursement by Agents to Participant where they could disburse an amount to participants that exceeded what they themselves had received, has been fixed.

○       The issue with the Repayment popup, when an agent disburses funds to the same participants across different projects, then both the projects disbursement IDs were there in the Disbursement ID field, has been fixed.

○       The issue with the DIsbursement and Repayment date that it cannot be any future date, has been fixed.

○       The issue with status value in the CRUD field of disbursement and repayment history, has been fixed

○       The issue with the value in the Round field of Add Disbursement Popup, user was able to set round value as 0 and negative value in the round column, has been fixed.

●      Fix for issue in Entity Detail section  

○       The issue with the Entity details section when 2 IPs are added with some redeployment fees and save the project now trying to add another IP with some redeployment fees and update the project will cause redeployment fee set as 0 for newly added IP, has been fixed.

○       The issue, when a user updated a project by adding an entity and again adding an entity type selects but entity name remains blank then system allowed to update the project, has been fixed.

●      Fix for issue in Participant log

○       The issue with the participant log where an agent was not listed in participant log who had done self enrolment in the projects, has been fixed.

●      Fix for issue in Agent Enrolment in Project 

The issue, when agents enroll themselves as a participant (Self agent enrollment) then if an Admin removes that IP from the entity section then agents are able to redirect to the project from the project details section, has been fixed. 

Samhita Onboarding Platform Release 

New Features

●      Participant Details Section

○       On Samhita Onboarding Platform, a new section "Participant Details" is added between Project Details and Contact Person Earnings section within the Agent profile. In the Participant Details section, the Project wise participant list will be displayed in alphabetical order. If a participant is enrolled in different projects then the participant name will be multiple times in the list for respective projects.

●      Project Details Section

○       A new table is added in the Project Details section within the Agent's profile. There is already a table present in the project details section which displays a list of the enrolled projects for Agent.

Improvements

●      RBAC for Entity and Other Details

○       In the RBAC section, a section for Entity Details and Other Details have been added to provide or not provide access to users in the Platform.

●      Participant List consent column

○       On the Samhita Project Builder in the Project Details –> Documents section, a new value "Others" will be added in the "Type" dropdown list and provision of  multiple images should be uploaded if the type is "Image".

●      Project TMF Dashboard

○       For the Project TMF, a customized dashboard has been added in the Project Dashboard section.

●      Changes in the Finance section regarding redeployment fees

○       In Project builder ➝ Finance section following changes have been implemented:

■       In the Fund status drop down redeployment fees to be added

■       When redeployment fees is selected 2 things will happen

●       The round should be visible only when redeployment fees are selected not when fees are selected from the fund status drop down. Another field has been added  called "Redeployment Quota".

●       The amount will be grayed out non editable and show the calculated value [Redeployment Fees Percent added in IP details x Redeployment Amount Quota ]

Fixes

●      Fix for issues in Finance Module

○       The issue of a funder with any of the fund status selected into the Add finance feature and clicking on submit button the system throws an error as "something went wrong" has been fixed. The issue of showing the wrong validation message for redeployment fees has also been fixed. Issues of allowing invalid entries in the fields have also been fixed.

●      Fix for Agent Mobile Number not showing in Disbursement IP ID List

○       The issue of Agent Mobile Number not showing in Disbursement IP ID List has been fixed. Another issue on the displaying of the disbursement data based on RBAC has been fixed.

●      Fix for Earnings Section

○       The issue in the Agent's profile under "Contact Person Earnings," which allows for negative values to be entered in the "Units" field has been fixed.

●      Fix in the IP Management Section

○       This issue of the IP self-sign-up process, the system consistently displays an error message stating, "Implementation partner with the same company already exists has been fixed.

●      Fix for issues in Project Builder

○       In the Project Builder the following issues has been fixed:

■       The "Set Target Date" feature in the project builder's deliverable activities only allows setting dates within the current month.

■       When a user selects the document type as an image and saves it without uploading any image, the system allows this action.

■       In the project builder's finance section, when the details of added funds are opened for editing, the "Add Fund Details" pop-up displays the incorrect date.

■       In the project builder, if you navigate to the "Documents" section, click "+Add," and select the document type as an image, the system allows you to save a blank document upload box.

●      Fix for the Funder Self Sign up Process

The issue of the system constantly showing error in the Funder Self Sign up Process has been fixed. 

Samhita Onboarding Platform Release 

New Features

●      Addition of Redeployment Fees %

○       In the Project Builder, under Entity Details for an IP, there will be a Redeployment Fees % field added which is a percentage entered. Once this value has been entered and saved, in the Finance section when an entry for the Partner in case of Redeployment fees is to be added, a Redeployment Quota amount has to be entered against which the Redeployment fees will be calculated (Redeployment Quota * Redeployment Fees).

●      Documents Section in the Project Builder

○       In the Project Builder, there is a new section called Documents which will allow Users to upload any supporting documents for the Project

Improvements

●      Participant List consent column

○       Under the Participant List screen, in the consent column, for any participant whose consent is not taken, the “Pending” link can be clicked and OTP consent can be taken from the same screen itself.

Fixes

●      Fix for State and District Number shown in IP Profile

○       The issue wherein the state and district number are shown instead of the name of the state or district in the IP Profile has been fixed.

●      Fix for Project Name not shown in the Agent Login

○       The issue of the Project Name not shown in the Agent Login when Agent navigates to Project Builder is fixed.

●      Fix for second form not showing for Agent once first form response is captured

○       The issue wherein, if two forms are mapped to agents and the agent fills the first form, then the second form not appearing has been fixed.

●      Fix for OTP Consent not showing for Agent after filling a Form

○       This issue of OTP consent not getting asked to the Agent when the Agent fills the form has been fixed.

●      Fix for the Settings option in the Form Builder

○       The issue of the Settings button in Form Builder not saving the choice selected and the issue of form publishing has been fixed.

●      Fix for the issues in Products and Services Section

The issue in the Products and Services section wherein, the Download button is not working and the issue of keeping price per unit as blank has been fixed. 

Samhita Onboarding Platform Release 

New Features

●      Products and Services to capture Agent Earnings

○       In the Project Builder, a new section called “Products and Services” is available for adding Products / Services which involves managing monetary benefits to Agents on Projects / Interventions. This is then reflected in the Agent Profile screen where a new section called “Contact Person Earnings” is provided for the Agent to fill their activity details against the mentioned products / services.

●      Option to add Fees Round in Finance Module

○       In the Finance Module, if a Partner is selected, and in the Fund Status the "Fees" option is selected then, a new field called "Fees Round" will be available to be added. This is available for Single and Bulk Upload.

●      End User License Agreement (EULA)

○       The EULA has been added in the Samhita Platform and has to be accepted by any new User (IP/ Funder / Agent / Participant) accessing the system for the first time.

●      Addition of “Disbursement Round”

○       In the Disbursements and Repayments module, for Disbursements Single and Bulk Upload, a new field is introduced called "Disbursements Round".

●      Agent Self Enrollment and Form Filling

○       The Agent will now be able to self enroll themselves to the Project and will also be able to fill data collection forms. This feature is applicable for those Projects where a requirement for the Agent data collection is required.

●      Settings Option in Form Builder

○       A new settings option has been introduced in the Form Builder, with the option of assigning roles for the Form (currently Participants, Agents) which enables form filling for the mentioned roles.

Improvements

●      Provision to see mapped IP and Agent under a Participant

○       Under the Edit / View Config option of the Participants List, the mapped IP and Agent will be visible.

●      Provision to add Centre / Branch details for IP

○       A new field has been introduced for adding Branch Details for the IP, in the Edit IP / Onboarding Screen.

Fixes

●      Fix for Rounds in Disbursement and Finance module

○       The issue of accepting negative values for fees and round values not appearing in the respective modules have been fixed.

●      Fix for “Need Help” button overlapping with other options

○       The issue of the “Need Help” button overlapping with other options in the Samhita Platform has been fixed.

●      Fix for Participant update not working

○       The issue of participants not getting updated has been fixed.

●      Fix for Internal Server error for single response capturing for Participant

○       This issue of Single Form Response note capturing of Participant has been fixed.

●      Fix for the issue on Project not getting created in GoodCSR

○       The issue of Project not getting created in GoodCSR from the Samhita Platform has been fixed.

●      Fix for form getting published without providing title / label of question

○       The issue of Form getting published without providing a title / label for a question has been fixed.

●      Fix for Bulk Disbursements not uploading for valid records

The issue of Bulk Disbursements not uploading even with valid records through error of participants not enrolled for Project has been fixed. 

Samhita Onboarding Platform Release 

New Features

●      Help Section

○       A new help section has been introduced which will enable new users to effectively use the system through User Manuals. There is also a Technical Support form provided for any issues that can be reported.

●      PAN Mandatory for Funder / Partner Onboarding

○       In the Project Builder, a new module called Participant Enrollment has been added which will enable Users to enroll participants in the Project who have already been Onboarded in the Platform.

●      Disable Feature for Forms

○       A new “Disable” feature has been introduced for Forms which will enable stopping of responses once a form has been disabled.

●      Historical logs for Write off

○       Historical logs have now been introduced for the Write off module which enables tracking of the data addition, updation, editing and deletion.

●      Project Management Button

○       In the Project Builder, a Project Management button is added to directly navigate to the GoodCSR Platform for micro managing the Projects.

●      Documentary Evidence for Disbursements:

○       In the Project Builder, under disbursements and repayments module a new section for uploading documentary evidence is provided

Improvements

●      Unique Shareable Form Link:

○       The form published under a Project can be shared as a link to other users with them accessing this form by logging in using their account.

●      PAN Mandatory for Funder / Partner Onboarding

○       The PAN field will be mandatory for Implementation Partners and Funders when they are getting onboarded.

●      Improvement in loading time of Projects

○       There have been performance improvements in the loading time of the Projects

●      Improvement in Referral process

○       There will be an SMS sent to the referred participants with details of LMS Sign up and Course Access.

●      Consent visibility for Form filling in the Edit / View config of Participants

○       Consent taken for data collection capturing from Participants will now be visible under Edit / View config of Participants.

●      In Participant Profile Edit, only the blank fields which were not fields will be editable

○       In the participant profile edit screen, the fields which are blank / not filled during onboarding will only be editable.

●      The Projects and Documents list will be sorted by Watchers and then the Created date

○       To improve better sorting and visibility, the projects and documents list will be sorted based on the watchers and then created by date.

Fixes

●      Issue of Participant Referral number duplication

○       The issue of participant referral number duplication has been fixed.

●      Issue of Download button not clickable on Participant enrollment

○       The issue of the download button not working on Participant Enrollment is fixed.

●      Issue of not able to edit IP Name and Details once edited in IP Profile

○       The issue of the IP name and details not editable once edited through IP Profile has been fixed.

●      Fix for Funder not getting created when only Company details are added and onboarding form is closed

○       This issue of Funder not getting created when Company Details are added and the window is closed has been fixed.

●      Fix for the issue on using same company name which already exists

○       The issue in which a company name can be edited with another company name which already exists in the system is fixed.

●      Fix for blank name issue while editing IP

○       The issue of an IP getting saved when the Company Name is removed is fixed.

●      Fix for Disbursement ID / Transaction ID not visible for IP

○       The issue for IP in which Disbursement ID or Transaction ID not visible in the filter dropdown has been fixed.

●      Fix for Historical Log in Write off

○       The historical log issue for write off in which what exact data got edited is fixed.

●      Fix for OTP issues in Participant Onboarding and Enrollment

○       The issue of OTP not received for Participants in Onboarding and Enrollment has been fixed.

●      Fix for filters not working in Documents List

○       The issue of filtering the Documents list with SPOC and IP not showing any results have been fixed.

●      Fix for Participant Onboarding accepting space in First and Last Name

○       The issue accepting space in first and last name in Participant onboarding has been fixed.

●      Fix for Participant receiving OTP repeatedly

○       The issue of Participants receiving OTP repeatedly without any trigger has been fixed.

●      Fix for City, District, State details not getting updated in Participant view config

○       The issue of city, district, state not getting updated in the Participant view config has been fixed.

●      Fix for Edit records not showing in Social Security historical logs

○       The issue of edit records not shown in the historical logs of Social Security has been fixed.

●      Fix for Project not getting created after saving the Project

The issue of Project not getting created and only showing blank fields has been fixed 

Samhita Onboarding Platform Release

New Features

●      Combined Bulk Onboarding and Enrollment

○       The Combined Bulk Onboarding and Enrollment feature enables Partners / Agents to onboard participants and enroll them to the selected project at the same screen. This would eliminate the need of creating an enrollment form and capturing responses for the Participants in the form.

●      Participant Enrollment in Project Builder

○       In the Project Builder, a new module called Participant Enrollment has been added which will enable Users to enroll participants in the Project who have already been Onboarded in the Platform.

●      Social Security Module

○       In the Project Builder, a new module called Social Security has been added which would provision data collection of the Social Security interventions based Projects on the Samhita Platform.

Improvements

●      Improvement of Participant Address Capturing in the Participant Onboarding:

○       In the Single and Bulk Participant Onboarding, the address capturing capabilities have been improved with the use of Pincode based State, City and District mapping.

●      Renaming “User Management” option and shifting of few options in the Samhita Administrator account

○       The “User Management” option is renamed to “Admin”, the “Recent” option has been renamed to “Home” and the “Self Sign Up” option has been moved to the Admin section.

●      Improvement in the Disbursement and Repayment Logs

○       There have been performance improvements in the Disbursements and Repayment logs to accurately provide log details of the disbursements and repayment data.

●      Improvement in the UI of the Finance Module

○       There has been UI improvement in the Finance Module which helps in better accessibility and a more user friendly layout.

●      The heading of Update Project has been updated to the Project Name

○       The heading of the Update Project has been changed to the Project Name in the Project Builder.

●      In the Projects List and Documents List, the filters applied will get retained

○       The Project and Documents List filter will retain the filters when we go back from a selected Project

Fixes

●      Implementation Partner Profile allows Partner to change the Name with an existing Partner Name

○       While logging in as an Implementation Partner, if the Partner decides to update the Name with a Partner Name which is already existing in the system then the system is saving that record. This issue is fixed.

●      Watcher added Notification email not received to User when it's added to the Project for the very first time

○       The issue of watcher added email not received to User when they are added to the Project and instead they receive the watcher priority change mail is received to the user, has been fixed.

●      Submit button to update notifications to Watchers not getting clicked

○       The issue of the submit button not clickable once any change in notifications have been done for the watchers in the Project is now fixed.

●      Fix for disbursement logs not getting received if the Repayment Date / Installment amount is changed

○       This issue of disbursement / repayment logs not showing when Repayment Date or Installment amount is changed has been fixed.

●      Fix for the issue where while creating / updating the Funder name, an existing Funder Name is getting accepted

○       The issue when we create / update a funder accepting already existing Funder names has been fixed

●      Fix for application id existing error in Social Security Module

○       The issue of Application ID already existing in the Social Security module even after deleting it has been fixed.

●      Error message shown for Social Security Module is not correct

○       The issue in which the wrong message for deleting any record in the Social Security Module has been fixed.

●      Update button is not working for Social Security Module

○       In the Social Security Module, the update button for updating existing records is not working

●      Fix for Profile and Cover Photo not showing once its updated in the Project

○       The issue of the profile and the cover photo not visible once it's uploaded to the Project is not working.

●      Fix for issue of Disbursement data of one IP / Agents visible to other IP / Agent

The issue of the disbursement data of one IP / Agent visible to other IP / Agent has been fixed. 

Samhita Onboarding Platform Release

New Features

●      Adjustments Module

○       The Adjustments Module is a new module added in the Samhita Project Builder to capture write offs in money disbursed to the Participants.

○       In case of Participants who are unable to not repay the amount that got disbursed to them, the amount can be adjusted / written off for the participant.

Improvements

●      Better User Interface to accommodate multiple contact persons for IP

○       In the IP Management option, when we click on Edit, and navigate to Contact Person Details, a new UI can be seen being used for adding multiple contact persons.

●      Significant Reduction in Bulk Upload Time for Participant Onboarding and Form Responses

○       In the Bulk Participant Onboarding and Bulk Form Responses, the time taken to validate and upload records into the Platform has significantly reduced, improving the overall experience and improved operations.

●      New Grant Waterfall Report in Grant Dashboard

○       A new grant waterfall report has been introduced in the Grant Dashboard to track flow of funds from the Funder to the Participant with repayments.

●      Count of MOU in Review and Signed MOU in Onboarding Dashboard

○       Count of MOU in Review and Signed MOU is provided in the Onboarding Dashboard to get better visibility of the MOUs uploaded against the Project.

●      Making the LMS Pre Assessment Form responsive

○       The Pre Assessment Form which is accessible to Participants who will be accessing the LMS is now mobile responsive too, which helps participants accessing the form from their smartphones to fill the form seamlessly.

●      Addition of “Fees” option in the Finance Module

○       In the Finance Module, a new option under the “Fund Status” has been added called “Fees” to accommodate admin fees captured during Funds flow.

●      Performance Optimization for Bulk Uploads of Disbursements and Repayments

○       There has been significant improvement done in the upload time of bulk disbursements and repayments which will enable users to upload records at a faster rate.

Fixes

●      Fix for LMS Integration Certificate not getting assigned to Participant

○       The issue of the LMS Certificate not getting provided to the Participant after completing the course has been fixed.

●      In Bulk Participant Onboarding, the Uploading / Validating status is shown in the second place of the logs

○       The issue of the Uploading / Validating status shown in second place of the logs of Bulk Participant Onboarding has been fixed.

●      Fix for Participant Count not editable in Entity Details of Project Builder

○       The issue of count of participants not editable in the Entity Details of the Project Builder has been fixed.

●      Fix for own name not searchable in the SPOC Dropdown in Entity Details

○       The issue of my one’s own name not searchable in the SPOC dropdown has been fixed in the Entity Details section has been fixed.

●      Fix for Project not loading if accessed from the link sent on Email

○       The issue of Project not loading when it is accessed from the link which is sent when the Project gets created is fixed.

●      Pagination issue on Project List which searching for Project

○       The issue of Project list pagination while searching for a Project has been fixed.

●      Fix for Transaction ID visible in filter of Disbursements and Repayments even after deleting the record

○       The issue of transaction id visible in the filter even after deleting the disbursement / repayment record has been fixed.

●      Fix for IP Onboarding in which IP is not visible after only filling first tab of the Onboarding

○       In the Ip Onboarding, if while onboarding an IP only the details of the first tab are filled and the window is closed, then the IP is not shown in the IP List. This has been fixed.

●      Fix for IP Onboarding in which IP is not visible after only filling first tab of the Onboarding

In the Ip Onboarding, if while onboarding an IP only the details of the first tab are filled and the window is closed, then the IP is not shown in the IP List. This has been fixed 

Samhita Onboarding Platform Release

New Features

●      Notification System

○       The Notification System is a new module introduced to send Alerts on various Custom Events defined by the User. Currently notifications will be sent for the following events which will be further enhanced in upcoming releases:

■       Project is created on the Samhita Platform

■       Watcher is added / removed for the Project

■       User mentioned in the Activity List

Improvements

●      Bulk Upload Limit Capped to 1000 records / file

○       In Bulk Participant Onboarding and Bulk Form Responses, there is a limit of 1000 records set for each file to be uploaded, to improve performance of data upload in the Samhita Platform

●      Bulk Upload Progress

○       In the Bulk Participant Onboarding and Bulk Form Responses, there will be a progress counter shown in the Logs table to inform users about the progress on the file upload

●      Addition of “Fees” in Fund Status dropdown of Finance Module

A new dropdown value called “Fees” has been added to capture Admin Fees in the Finance Module 

Samhita Onboarding Platform Release

New Features

●      Samhita LMS Integration

○       The Integration between the Samhita Onboarding Platform and the Samhita LMS, ensures that Participants Onboarded and Enrolled for a Project will get their LMS credentials automatically generated and Participants can access their courses.

●      Unique Project Link to allow sharing a Project

○       If a Project link is shared with a Samhita User, that user will be able to directly access the Project by logging in.

●      Functionality to add Approvals in the Project Builder

○       When a MOU under review is added in the Entity Details for a Project, an approval system has been added for different teams in Samhita to approve the MOU which has been added.

●      Ability to tag Samhita Users while adding a comment in a Project

○       In the Activity List for a Project, a new feature to tag users while adding a comment have been included. These users will be the Samhita Staff users.

●      Documents List

○       A new module called Documents List has been introduced which provides the list of MOUs in Review against the Project and also provides a view of the Approvals provided for these documents.

●      Repayment Rate Dashboard

○       A new dashboard under the Grant Dashboard called Repayment Dashboard has been added providing details of the Repayment rate of Participants based on the list of Partners involved in the RG Projects.

Improvements

●      LMS Dashboard

○       On the LMS Dashboard > Participant Details & Progress Tracker The list of IPs and Agents from the slicer have been added.

●      Better UI for the Disbursement and Repayments Module

○       A UI improvement has been done for the Disbursements and Repayments module in the Project Builder.

●      SPOC filter added in Onboard Dashboard > Uniqueness Index

○       A new filter called SPOC has been added in the Onboard Dashboard > Uniqueness Index section.

●      Instruments filter added in Grants Dashboard

○       A new filter called Instruments has been added in the Grants Dashboard.

Fixes

●      Edit Capability in the Finance Module

○       The edit capability for the Finance Module under a Project is fixed.

●      Fix for Delete functionality in Disbursements and Repayments Module

○       The issue of not being able to delete disbursements and repayment records has been fixed.

●      Fix for “Something went wrong please try again”

○       The error “Something went wrong please try again” which pops up when a Project is opened has been fixed.

●      Fix for updated Profile Details not reflecting for an IP Profile

○       If an IP’s profile details are updated, the updated details aren't reflecting in the IP’s Profile. This has been fixed.

●      Fix for Project Activity List where attachments can’t be uploaded and Font Customization:

○       In the Project Activity List, there was an issue where attachments weren’t getting uploaded and font customization issues were also reported . This issue has been fixed.

●      Fix for false validation messages for Disbursements and Repayments

○       The issue of showing a false validation message for Installment amount is 0 or less than 0 and deleting any disbursements / repayments data is fixed.

●      Fix for auto capitalization for any link added in the Project Activity List

○       The issue of capitalizing each word of any Link automatically which is uploaded in the Project activity list is fixed.

●      Fix for repayment amount accepting 0 or any negative value

○       The issue of setting repayment amount 0 or any negative value has been fixed.

●      Fix for 400 Error in Projects List while filtering data via Project Name

○       The issue of 400 error which occurs when in Projects list data is filtered with Project Name is fixed.

●      Fix for Bulk Form Responses Download Template

○       There was a glitch in the bulk form responses download template which didn’t show all columns. This has been fixed.

Coming Soon

●      Notification System

A notification system module which will trigger in app and email notifications for different events which are either system or user defined in the system.