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1.Introduction

Samarth's endowment portal helps alumni, friends and society to give back to the society by smoothing the process of contribution and managing them.  

  • What does an Endowment do?
    • An endowment links past, current, and future generations.
    • It allows an institution to make commitments far into the future, knowing that resources to meet those commitments will continue to be available. 
  • Endowments serve institutions by :
    • Providing stability
    • Leveraging other sources of revenue
    • Encouraging innovation and flexibility
    • a degree of confidence for the future.


2. Dashboard

2.1. Admin Dashboard



3. Settings


This section contains the configuration detail related to the Endowment module.
Only the admin with the rights of Endowment_Admin can view and access it.

3.1. Application Control

In this field, all the Application Control messages are listed.

Admin can only view the details by clicking on icon available in front of every entry.

  • Admin can edit/update the details by clicking on the icon available.


3.2. Contribution Areas

In this field, all the endowment related contribution areas will be listed.

  • Admin can add a new contribution area by clicking on the "Add Contribution Area" button present on the top right side of the portal and fill in the required details:-
  1. Code
  2. Name


  • Admin can view the details by clicking on icon available in front of every entry.


  • Admin can edit/update the details by clicking on the icon available.


3.3. Payment Purposes

In this field, purposes of payment are defined.

  • Admin can add a new purpose of payment by clicking on the "Add Payment Purpose" button present on the top right side of the portal and fill in the required details:-
  1. Name(Name of the membership)
  2. Status(Inactive/Active)


  • Admin can view the details by clicking on icon available in front of every entry.

  • Admin can edit/update the details by clicking on the icon available.


3.4. Salutation

In this field, all the salutations are pre-defined.



3.5. User Type

In this section, all user types will be defined.

  • Admin can add a new type of user by clicking on the "Add User Type" button present on the top right side of the portal and fill in the required details:-
  1. Code
  2. Name


  • Admin can view the details by clicking on icon available in front of every entry.

  • Admin can edit/update the details by clicking on the icon available




4. Endowment Form


Anybody can fill this form by clicking on the "Sound Good, Contribute Now" button.

As soon as the user clicks on the button a form will appear asking to enter the details like:-

  • Contribution Overview
    • Type(Select from the drop-down)
    • PAN number
  • Personal Details
    • Association with the University (Select from the drop-down)
    • Title(Select from the drop-down)
    • First Name
    • Last Name
    • Mobile Number
    • Daytime Phone Number
    • Current Designation
    • Presently Working Organisation
    • Active Email-ID
  • Address Details
    • Address Line 1
    • Address Line 2
    • City
    • State(Select from the drop-down)
    • Country(Select from the drop-down)
    • Postal Code
  • Contribution
    • Contribution Amount
    • Contribution utilized for(select the checkbox)
    • Suggestion







After clicking on "Save and Proceed to Contribute" the preview of the saved details will come for verification.




After verifying all the details click on the "Submit" button prompting you to be sure. Click on "OK" to proceed further.


5. Endowment Application


This section will contain all the applications submitted so far.


 



6. Annexure

6.1. Roles

S.No.Role NameDescription 
1endowment_adminCan configure the setting, view all the Endowment applications received, etc.
2employeeCan fill the endowment form.


6.2. Workflow Diagrams

6.2.1 Activity Diagram




6.2.2 Use Case Diagram




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