📮 IT 2.0 Workflow for HO/SO/BO – Full Process Guide - DOP System Admin

This comprehensive post explains all modules of India Post’s IT 2.0 workflow across Head Office (HO), Sub Office (SO), and Branch Office (BO), including Module, Main Card, and Option structures. Ideal for operators, supervisors, and trainers. 🧑‍💼

🖥️ Counter Operations

Module	Main Card	Option	Role	Remarks
Treasury	Treasury Tools	Day Begin	PM/SPM/TRR	Day Begin if previous day ended
Booking Solution	Counter Operations	Allocate Counter	Supervisor	Assign counters to PAs
Booking Solution	Counter Operations	Shift Begin	PA	Start of counter work
Booking Solution	Counter Operations	Request Cash	PA	Cash demand to treasury
Treasury	Cash/Cheques	Cash Process	TRR	Transfer cash to counter
Booking Solution	Mail Booking	Quick Booking	PA	RL, SP, PL, eMO
Booking Solution	Mail Booking	Insured Article	PA	Book insured articles
Booking Solution	Counter Operations	Insured Article Authorization	SPM	Authorize insured bookings
Booking Process	Money Remittances	Domestic EMO Book	PA	Book eMOs
Booking Solution	Counter Operations	Authorize Money Order	SPM	Approve or reject eMO
Booking Solution	Retail Services	All Retail Services	PA	IPO, bill collection, philately
Booking Solution	Counter Operations	Submit Account	PA	Generate & submit account
Booking Solution	Counter Operations	Verify Accounts	SPM	SPM verifies PA’s accounts
Booking Solution	Counter Operations	Shift End	PA	PA ends shift
Treasury	Treasury Tools	Day End	PM/SPM/TRR	Close the day after shift end

📦 Bagging Operations

Module	Main Card	Option	Role	Remarks
Bag Mgmt	Bagging Operations	Fetch Counter Mails	PA	Fetch booked/returned articles
Bag Mgmt	Bagging Operations	Station Bag Close	PA	Close bag with local articles
Bag Mgmt	Bagging Operations	Close Bag to RMS	PA	Dispatch to RMS
Bag Mgmt	Supervisor	INS Article Verification	SPM	Verify insured before close
Bag Mgmt	Supervisor	Error Management	SPM	Report excess, short, damage
Bag Mgmt	Supervisor	Change Article Status	SPM	Update article status
Bag Mgmt	Bagging Operations	Bag Dispatch	PA	Dispatch closed bag
Bag Mgmt	Tools	Cancel Dispatch / Reopen Bag	PA	Reopen/cancel/change bag

🚛 RMS Functionalities

Module	Main Card	Option	Role	Remarks
Sorting Mgmt	Mail Office Mapping	Mail Office Mapping	SRM	One-time mapping
Sorting Mgmt	Set Master	Create/Modify Set	SRM	Set creation
Sorting Mgmt	MO Staff Mgmt	Work Assignment	SRM	Assign work
Sorting Mgmt	MO Staff Mgmt	Add/Modify Allocation	HRO/SRO	Daily duty allocation
Bag Mgmt	Bagging Operation	Bag Receive	SA	Receive bags
Bag Mgmt	Bagging Operation	Bag Open	SA	Open and verify
Bag Mgmt	Supervisor	INS Verification	HAS	Before bag close
Bag Mgmt	Bagging Operation	Bag Close	SA	Close to POs
Bag Mgmt	Bagging Operation	Bag Dispatch	SA	Dispatch to PO

💰 Cash Flow Operations

Module	Main Card	Option	Role	Remarks
Treasury	Cash/Cheques	Cash Request	SO TRR	Step 1 – Request by Treasurer
Treasury Approval	Cash Approval	SRC	SO Supervisor	Step 2 – Approve Request
Treasury	Cash/Cheques	Cash Process	HO Treasurer	Step 3 – Process Request
Treasury Approval	Cash Approval	DST	HO Postmaster	Step 4 – Final Approval
Treasury	Cash/Cheques	Cash Bag	HO Treasurer	Step 5 – Close Cash Bag
Sub Accounts	Slips/Bags	SO Slip Generation	Sub A/c PA	Step 6 – Generate Slips & Close Bag
Bag Mgmt	Bagging Operation	Bag Dispatch	Mails PA HO	Step 7 – Dispatch Bag
Bag Mgmt	Bagging Operation	Bag Receipt	Mails PA SO	Step 8 – Receive Bag
Sub Accounts	Slips/Bags	Open Account Bag	Sub A/c PA	Step 9 – Open Bag
Treasury	Cash/Cheques	Cash Acknowledge	SO TRR	Step 10 – Acknowledge Cash

📬 Delivery & Postman Management

Module	Main Card	Option	Role	Remarks
Bagging Mgmt	Bagging Ops	Bag Receive	Mails PA/SPM	Receive Bags
Bagging Mgmt	Bagging Ops	Bag Open	Mails PA/SPM	Open Bags
PM&Del Mgmt	Shift Begin/End	Shift Begin	Supervisor	Start Delivery Shift
PM&Del Mgmt	Del Mgmt	Invoicing RL/SP/EMO	PA	Select Beat, Invoice Articles
PM&Del Mgmt	EMO View	Fetch Data	PA	Print EMO List
PM&Del Mgmt	Delivery Ops	EMO Approval	SPM/Supervisor	Approve or Modify EMO Remarks
Treasury	Cash/Cheques	Cash to PM	TRR	Provide Cash to Postman
PM&Del Mgmt	Del Mgmt	Take Returns	Mails PA	Postman Updates via App
PM&Del Mgmt	Del Mgmt	Confirm Remarks	Mails PA	Confirm Return Status
PM&Del Mgmt	Del Mgmt	Submit Account	Mails PA	Submit Beat-wise Account

📦 Inventory Management

Module	Main Card	Option	Role	Remarks
Inventory Mgmt	Inventory	Raise Indent	Treasurer	Indent to PAO or PSD
Inventory Mgmt	Inventory	Authorize Indent	Postmaster	Authorize Raised Indent
Inventory Mgmt	Inventory	Process Indent	PAO/PSD	Authorize and Dispatch
Inventory Mgmt	Inventory	Accept Stock	TRR	Receive Cheques/Stamps
Inventory Mgmt	Inventory	Accept Stock	Postmaster	Approve Receipt

🏦 Bank Operations

Module	Main Card	Option	Role	Remarks
Treasury	Bank	Bank Remittance	Treasurer	Initiate Bank Transfer
Treasury Approval	Bank Approval	Cash Approval SRC	HO Postmaster	Authorize Bank Remit
Bank Module	Drawing Mgmt	Cheque Issue	Postmaster	Issue Cheque
Treasury	Cash/Cheques	Cheque Disposal	TRR	Hand Over Cheque to Bank

📌 Note: This is part of the official India Post IT 2.0 rollout for digitized operations across HO/SO/BO. Use this guide for training, setup, or on-the-job assistance.

📞 Developer – @itsakrd