Creation of data Admin, data approver, or data operator account in pfms ( public finance management system)
PIA-
A Program Implementing Agency (PIA) gets registered onto Public Financial Management System (PFMS) post approval by the competent authorities (Program Division and the Principal Accounts office of the Ministry running the scheme in case of first level PIA and Funding PIA in case of other PIAs are the identified competent authorities for approving PIAs). Subsequent to the approval of the PIA by competent authority, user credentials are sent to the PIA’s email id and Mobile Number provided at the time of registration of the PIA on the PFMS portal. The user credentials are provided to the Administrator, generally the Head of Department of the concerned PIA.
Role of Administrator
The Administrator performs the functions set out below:
Creation of Users (Maker and Checker)
The Public Financial Management System (PFMS) has been designed with Maker Checker concept where the Data Operator (Maker) will enter all transaction entries and submit it to the Data Approver (Checker) for verification and approval/rejection of transactions. For this purpose two separate users have to be created as Data Operator and Data Approver by the Admin user.
The detailed steps for creating these users are set out below:
Step1: Go to Masters > Users>Add New
Step2: Select the Type of User from the drop down list
Step3: Enter the First Name
Step4: Enter the Last Name
Step5: Enter Email (This should be correct and active e-mail as the password and other communication will be sent to this e-mail only)
Step6: Enter Phone Number
Step7: Enter Mobile Number, if any.
Step8: Enter a Login ID for the user (Login ID should be minimum of four different characters).
Step9: After entering all the above details, click on “Submit” button
Step10: The message “Record saved successfully, your password has been sent on your email address” will be displayed.
Note: The same procedure should be followed for creating ‘Data Operator’ user by selecting the user type as ‘Data Operator’. After obtaining the password, the operator and approver can login through their respective login credentials. The Admin user can create another Admin user using the procedure described above, if the incumbent is changed. The new Admin user can login and disable the earlier Admin user.
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