E-DAC WORKFLOW FOR ‘YONO’

Under „Project Lotus‟ digital accounts were opened through “YONO” application.
After opening of Digital Account, Terms & Conditions Form to be send to DAC,
Bhopal (11772) through DAC workflow. Undernoted steps are required at Branch for
the submission of T & C Form-

1. User management-
 For DAC workflow, there is a process of Maker and Checker. Branch
Manager has capability to create/modify, Maker and Checker as per Branch
requirements.
 All Branch Managers are already activated as Admin for user creation, their
login lDs & Passwords remain as ADS credentials. (If any BM is not able to
login in User Management workflow, please put the request in service desk
and mail to feedback.yono@sbi.co.in for creation of Admin.)
 Initially, Branch Manager has to make Maker and Checker for the Branch in
DAC Workflow.
 URL for User Management is https://workflow.sbi/WFUserManagement/
2. Afterwards maker will login with ADS credential in e-DAC.
 URL of e-DAC is https://workflow.sbi/EDAC
When maker login in system, the undernoted screen will show-
 In Menu – Form Acknowledgement.
 Branch pending list, of Digital accounts opened, will be shown date wise.
 After Choosing Activation Date, details of accounts will appear.
 Please match with account opened in system and physical T &C Forms.
 If case of any discrepancy, email details to feedback.yono@sbi.co.in .
 Afterwards choose List of Components, where T & C Form will appear, now select and
submit.
 If List of components does not show any details, please click on submit button.
Now login DAC Workflow through Checker:-

Go through menu > Storage

> Packet Number Generation – Queue will be displayed here.
On clicking Packet Number, details of accounts will displayed -
Now select
1. First Column
2. Now go Column > list of Components > Selected
3. In Selected menu, please again chose square.
4. Then submit button will be activated.
5. Click Submit.
Next step is to generate forwarding Letter to DAC-
Go to Menu > Storage
> Forwarding letter Generation
> Packet Number will be shown.
> Click on packet number and forwarding letter will be generated.
Print two copies of Forwarding letter, one to be kept at branch and one copy with only Term & Condition form to be
sent to DAC, Bhopal.
On the Envelope, please mention Packet No and Serial Number.

After dispatch, the Speed Post Serial number is to be updated in menu > Storage >Packet Dispatch
Here a list will appear Select appropriate column or search by Packet No. and save.