Pre-registration User Guide
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This guide helps in understanding the pre-registration sample UI implementation. The pre-registration portal can be used in self-service as well as in assisted mode.
Self-service mode- In this mode, a resident can select a language that is familiar to them for logging into the application. The same language might also be selected by them as one of the languages for data capture.
Assisted mode- When used in an assisted mode, the operator could be handling the portal and helping other residents in filling up their details. The languages that the operator and the resident understands, may or may not be the same. If we consider a country with linguistic diversity, the possibilities increase. In such cases, the operator might log in with a language that they are familiar with, and also select a data capture language that the resident understands.
The key steps in this process are:
Login/create a user account
Create an Application
Book an Appointment
Receive a Confirmation
To create an application, the resident or the operator can follow the steps below:
Open the browser and visit the pre-registration portal.
On the login page, click the language dropdown to see the list of languages.
Select the language of your preference.
Enter your valid email address or phone number in the text box provided.
Select the Captcha field.
Click Send OTP to receive an One Time Password (OTP) on your provided email address or mobile number.
Enter the OTP and click Verify.
Note: In case you have not received OTP, click Resend to receive an OTP again. Enter the newly received OTP. When your OTP is verified, you can create, view, or modify your pre-registration application.
Once the OTP is verified, you will see a pop up for selecting the languages for data entry.
Select the languages and click Submit.
Note:
A user logging in for the first time and having no applications will be prompted with a data capture language pop-up. The same set of languages will be used for the next set of applications created in the same session.
The language selected by the user in the login screen will be pre-selected in the data capture language pop-up.
The user can change this by clicking on the CHANGE DATA CAPTURE LANGUAGES button.
This choice will be available only if the ID issuer has configured the usage of optional languages.
On the Demographic Details page, read the Terms and Conditions and select the check box to agree. This agreement is to provide consent for the storage and processing of your personal information.
Click Accept and proceed.
Note: User consent is mandatory for creating/updating applications. The contents on this page will be displayed in all data capture languages selected.
Enter all your demographic details, which includes Name, Age/DOB, Gender, Residential Status, Address, Mobile Number, Email Id, etc.
You can also change or verify your demographic details in the other selected language.
After you have filled and verified your demographic details, click Continue.
Note: The mandatory fields/labels have a * mark. Field and button labels, error and information messages will be displayed in the user preferred language selected in the login screen.
Select the document (e.g. Passport, Reference Identity Number, etc.) from the document drop-down list.
Click Browse to locate the scanned document on your machine.
Select the file that you want to upload.
When the file is uploaded successfully, the document will appear on the right side. Verify that you have uploaded the correct document.
Repeat the steps above to upload document(s) for each applicable document category.
When adding an applicant, if a newly added applicant’s Proof of Address (POA) document is same as that of the the existing user’s POA, which has been already uploaded, click Same As option and select the name of the applicant.
Click Continue to preview your application.
To change the demographic details (Name, Age, etc.), click modify at the top-right corner adjacent to the Demographic Details section.
To modify the uploaded documents, click modify at the bottom-right corner adjacent to the Documents Uploaded section and make changes.
To add a new applicant, click Add Applicant. On clicking the Add Applicant option, you will be navigated to the Demographic Details page to provide Consent and proceed with providing the required demographic data/documents.
Click Continue.
On Your Applications page, click Create New Application to generate a new application.
Once the application is created, there could be multiple statuses depending on the data filled by the user/resident or the actions performed by them. The user can view all the pre-registration applications created by them in the Dashboard. The different statuses with a brief explanation are mentioned below:
Incomplete
Filled only demographic details
Upload documents and book an appointment
Pending appointment
Filled demographic details and uploaded documents
Book an appointment
Booked
Filled demographic details, uploaded documents, and booked appointment
Visit the registration center on the appointment date and time
Expired
Appointment date has passed
Re-book an appointment
Cancelled
Appointment has been cancelled
Re-book an appointment
The applications are sorted and displayed by the order of creation of application.
The first application created appears first, latest created/modified application appears at the end.
If the user visits the registration center and consumes the appointment, then the application will be removed from the list.
If the appointment date has passed, the status changes to "Expired" and is retained on the dashboard for further rebooking/modification as required.
The recommended registration centers are automatically displayed based on your demographic details (Postal Code)
On the Book Appointment page, you can find a registration center through the three options as follows:
Click Nearby centers to view the registration centers based on your geographical location.
Use the search box to find the registration center based on your search criteria.
Click Recommended Centers to view registration centers based on your demographic details. (Postal Code)
Click Continue.
Select your preferred date from the list of available calendar days and the number of available bookings.
The list of available time slots for your selected date is categorized between Morning and Afternoon.
Select your preferred time slot from the list.
Select the particular applicant name to book an appointment(Click + to add the applicant). Note: On clicking the Add Applicant option, you will be navigated to the Demographic Details page to provide Consent and proceed with providing the required demographic data/documents.
Verify the time slot(s) as selected against the applicant name(s).
Click Continue.
On the confirmation pop-up, click Confirm.
Click OK.
After successful completion of the Pre-registration application, you will receive an acknowledgment on the registered phone number(SMS) or email address as per details provided in the demographic form.
The acknowledgement contains the following information: name, pre-registration ID, age/DOB, mobile number, email id and registration center details, appointment date, appointment time)
A QR code containing the pre-registration ID is generated. This QR code can be scanned at the registration center to fetch the details to be used during the registration process.
You can print, download, email or SMS your acknowledgment.
To print your acknowledgement, click Print.
To download your acknowledgement, click Download PDF.
To add the additional recipient(s) to receive the acknowledgment of your application, follow these steps:
Click Send Email/SMS.
Enter the mobile number and/or enter the email ID.
Click Send to receive the acknowledgement on your provided e-mail address or mobile number.
On Your Applications page, select the check box for the applicable applicant.
Click Book/Modify Appointment to re-book an appointment(on the top right corner)..
The user can select any appointment date available and the appointment slot available
An user cannot re-book the appointment if the appointment booking is less than 48 hours (configurable) from the time of booking
On Your Applications page, click on delete icon against pre-registration application of an applicant, a pop-up window appears on the screen.
Select the Discard entire application option in the pop-up window.
Click SUBMIT to discard your application.
On Your Applications page, click on delete icon against pre-registration application of an applicant, a pop-up window appears on the screen.
Select Cancel appointment and save the details option in the pop-up window.
Click SUBMIT to cancel an appointment.
Following a successful appointment cancellation, the system unlocks the time slot of the registration center to ensure that someone else can book it.
