1) Never close the browser window without logging out.
Never close the browser without logging out, Nor we should use the browser back button or the refresh button. It seems silly but if we close the browser or use the browser back button or refresh the page, our work will be halted for at least 15-30 minutes. We will tell you why it happens. Whenever you login into finacle a SESSION is created at the server. The session will be alive as long as you are doing transactions in finacle. When you logout of the system the session will be closed at the server. Server will allow you to login only when the previous session which was created while your previous login is closed. If you close the browser without properly logging out, the session will not be closed at server. Since session is not closed at server, it will not allow you login again. This is a security measure. If one person is already logged in, then other person cannot login with same user id and password. It’s a great feature from finacle unfortunately the most cursed feature. Sometimes session automatically logs us out. This is another security feature. Finacle will automatically log you out after 15 minutes of inactivity. So don't leave the screen unattended, at least move the mouse once on the finacle screen. That's enough. Now, don't say that yours is a single handed SO and only one system is available how can I all things at once. If you want to go home early follow these simple tips.
2) Never do any transaction in Supervisor login
Its obvious yar, supervisor login is for verification of transactions and for doing some higher responsibility transactions only. Not for deposits, withdrawals, account openings and stuff, which should be done in counter PA login.
3) Do not use complicated passwords
Yes do not use complicated passwords. Because if we enter our password wrong for 3 times finacle will lock our user id. We will not be able to login again until our user id reset is done by CPC. This is security feature. Most of us very enthusiastically use very complicated password like ")($@A2585" "S@ty@7897878". Do you think such tough passwords are required? NO! Just use normal passwords but which cannot be guessed by others. And don't forget your passwords. If you do, your work will be halted for at least 30 mins.
4) System could not get response from server
This is the worst enemy at counters for us. If you are continuously getting this error in counters, it’s better to stop working until such time finacle is fully functional again. If you get this error after clicking SUBMIT button while account opening, 99% the account will be opened. Sometimes system will remain in the same screen after clicking the submit button instead of showing the screen with new account number. DO NOT CLICK THE SUBMIT BUTTON AGAIN AND AGAIN. The number of time you click the SUBMIT button that many new accounts will be opened. So be very careful when you are getting this error repeatedly.
5) No multiple CIFs for same customer
If any customer comes to your office to open a new account, do not directly create a CIF and open the account. First we have to verify and satisfy ourselves that the customer has no CIF in post offices. Only after verifying we have to create a new CIF. To search if the customer has a CIF, we have to use CDEDUP menu. Try all options in that menu and find out if the customer already has a CIF in your office or any other office. If the customer already has CIF in your office, then modify it and use it to open the new account. If the customer already has a CIF in other PO, DO NOT MODIFY IT, You can directly open the account. We should not modify CIFs of other offices. We should only modify the CIFs of our own office customers. If customer has multiple CIFs we cannot track the MIS/SCSS limits. If you find multiple CIFs for same person we have to suspend all the extra CIFs using CMRC menu.
6) Do not forget HCASHPND transaction after cash closures.
After doing cash closures for RD/MIS/TD/SCSS etc schemes we will give cash to customers. But that amount of cash will be deducted from our Teller cash only after doing HCASHPND transaction. After closing of account and verification do the following steps to completer HCASHPND transaction.
1. Invoke HCASHPND in counter pa login.
2. Choose Function as Process
3. Click on GO
4. Choose the transaction by clicking on the Sl No ( ex. 00001, 00002 )
5. Click on Post
6. Note down the Transaction ID and verify the same in supervisor login using HTM menu.
Only after doing this steps, give cash to the customer. Your teller cash also will be tallied with physical cash.
7) Do not forget to verify transactions
This is most basic thing. Don't forget to verify the transactions. The best practice is to verify every transaction immediately after doing the transaction in the counter. We regularly visit CPC to meet our friends and see that in many offices people are not verifying transaction even after 6 or 7 hours after doing transactions. THIS IS WRONG. If you don't want to go home early its ok, verify the transactions and sleep in the office. But if you don't verify your transactions in time our friends in CPC cannot go home. Many of them are staying late at offices even up to 3 am in the midnight. Please have mercy on them and verify all transactions at least within 1 hour after doing transaction. Not only CPC guys, actually why anyone should stay late at offices. Are you getting extra salary for staying late? No! Then why stay late at offices? The problem is your approach to working in finacle is wrong.
8) Do not share your password
This is again a security measure. Do not share your passwords with anyone. If any misappropriations take place without your knowledge nobody can save you. If you are going on deputations or leave, inform the CPC well in advance and take new id passwords for the reliever. But in no case give your id password to anyone.
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