Please go through the updated points listed below and attached guidelines, it will help in smooth migration process and least obstructed pre and post migration.
Please find below the Key note guidelines for PLI.
1) User ID Creation- The User Ids will be created on the day of Go live, coordinate with Circle SPOC for the same.
2) ECMS IDs will be created by Infosys after adding the office in McCamish.
3) After roll Out – Immediately upload all the pending schedule with the help of hand holding person. Once the schedule is uploaded it takes one day and reflects into the system on the next day. The format of the schedule is attached here with. So on the next day when the schedule is uploaded after that premium collection can be done.
4) Service tax Collection – The provision has been added in McCamish, earlier it was not available.
5) For new proposals the indexing and scanning will be done on 1st day, it takes one day to get it on the system after that on the 2nd day Data entry, Quality checking and approval can be done. Take all guidance from the HH person.
6) Get the printer set up done asap by the help of HH person, otherwise it will consume lot of time.
7) Push Back Policies – As per bulk upload Format, details to be filled up for the policies on actual verification and should be uploaded
8) If any error occurs or the server is slow then it may take 2 days also for that strictly hold the HH person, he should not leave without completing all the menus.
9) Letter Bulk printing exe is also attached, which will be used for printing purpose.
10) For Approver the guidelines are attached
11) For any issues – Coordinate with Circle SPOC, after that raise the ticket on Helpdesk as instructed by the SPOC
PLI Help Desk contact No.
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Email Id
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1800 103 9474
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