BRANCH OPENING CHECKLIST PORTAL

Objective of the Program

❑ All of us are aware of the impact in our day-to-day lives because of COVID-19 and the lockdown imposed due to it.

❑ To start working efficiently, we need to ensure that pre-requisites are fulfilled in branches, So that, we do not face
any issue in daily activities.

❑ This portal will help to track the current status of branches under different parameters like Hygiene Status, Admin
Infrastructure, IT Infrastructure, Accounts & Cash Balance etc. post lockdown.

❑ BM / BCM will update the portal by log-in using the URL http://mobility.bfil.co.in/Branch/Home.aspx

❑ VPN connection is required to access the portal.

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Checklist
❑ Before we move on to the Checklist portal, below mentioned are the Checklist items which will be available in the
portal under respective sections.
❑ Branch has to update basis on selection of status from drop-down list.
Parameter Update Frequency
Branch Premises Clean and disinfected
Workstation clean
Washroom clean
Liquid handwash 1) Once you finish the update as "Available", it is not required to update
Visitor Room Materials Clean further.
Hygiene Status Earmarking of Circle with chalk (for members standing in queue)
Sanitizer available at entrance of branch for all SM 2) If the checklist parameters are updated as "Not Available", Branch
Branch staff wearing Mask and Gloves needs to update only when the same are "Available"
Dustbin with garbage bags available for disposing waste and gloves
Do's and don’ts pamphlet and display available
First-Aid kit

CGT & Cash Bag

Branch Telephone / Mobile
Power Supply
Table / Chairs / Fan 1) Once you finish the update as "Available", it is not required to update
Safe further.
Admin
Safe Key A & B
Infrastructure
Cash Counting Machine 2) If the checklist parameters are updated as "Not Available", Branch
UPS needs to update only when the same are "Available"
Gas Availability
Cooking Material
Drinking Water
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Checklist Contd..
Parameter Update Frequency
TAB availability with all staffs
TAB working status
TAB Charger availability
SM Biometric Device
Branch Biometric Device 1) Once you finish the update as "Available / Working", it is not required to update
LBS Biometric Device further.
LBS TAB
2) If the checklist parameters are updated as "Not Available" / "Available and Not
Data Card
Working", Branch needs to update only when the same are "Available / Working"
IT Infrastructure Dot Matrix Printer
Laser Printer
3) Branch will update / change the existing status of devices only in case of actual
Monitor status change.
CPU
Key Board
Mouse
Thermal Printer
PT SMART Version Update
Once Deployment status is confirmed, no need to update further.
PT SMART Tool Downloaded & Functional in Branch

Physical Cash tally Need to update Daily

A/C Team confirmation received Once Received, no need to update further

Accounts COD completed till 31st March

COD completed till 3rd May Once Completed, no need to update further
Tool execution and entry of April

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Checklist Contd..

Parameter Update Frequency

Training delivered on loan calculator Once training delivery status is updated , no need to update further
Loan Calculator After confirmation of deployment of Loan Calculator, no need to update
Loan Calculator available in branch
further

Training on Suraksha loan , Moratorium and cash reciepts Once training delivery status is updated , no need to update further
If cash receipt is available and same is confirmed, Please update further only
Cash receipt available
when Status is cjanged
Moratorium
Cash receipt tracking in system
After confirmation on deployment, no need to update further
Suraksha loan and moratorium in TAB
CM started Once CM is started and updated for the same, no need to update further

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CHECKLIST PORTAL

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Log-in Screen

1. Click on given link to access the Checklist Portal

http://mobility.bfil.co.in/Branch/Home.aspx

2. You will be re-directed Checklist Portal Log-in Screen

Use Branch ID and Password to Login

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Dashboard
After log-in the user will land on Dashboard screen

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Navigation to Branch Status

Click on arrow button to navigate to

different parameters of Branch Status

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Screens Under Branch Status

Parameter -1 – Staff Attendance

Mark Present / Absent and Save

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Screens Under Branch Status

Parameter – 2 -- Hygiene &

Admin Infra Status

Fill all details and Submit

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Screens Under Branch Status

Parameter – 3 -- IT Infra Status

Fill all details and Submit

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Screens Under Branch Status

Parameter – 4 – Accounts
& Cash Balance

Fill all details and Submit

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Screens Under Branch Status

Parameter – 5 – Loan Calculator & Moratorium

Fill all details and Submit

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