Savings/Credit Management and Information System

Author's note:

This manual has been presented for purposes of illustration and reference for budding programmers/IT practitioners only. Copyrights reserved. - 

Greg M. Ramil, 

Programmer/Software Developer, Archangel Systems Inc.

Application Support Engineer, Blitz IT Consultants, PTE, Ltd.

 

 

Manual of Savings/Credit Management and Information System

 

Overview:

Working in the field of Information Technology has something to do with the duties of putting each aspect of our daily living in proper perspectives. Our hunger for constant changes and innovations made our minds accept the challenge of fulfilling our insatiable needs in this modern age.
Savings and Credit Management and Information System is a computerized system which caters large volumes of detailed or repetitious information in short periods of time. The system can: 

• Organize and store many similarly structured pieces of information (e.g., addresses including name and contact numbers).
• Retrieve a single piece of information from many stored records (e.g., the address of John Does).
• Perform complicated mathematical computations quickly and accurately (e.g., the interest or penalties of Savings Deposit).
• Print information quickly and accurately (e.g., a Savings and Credit report).
• Perform the same activity almost indefinitely, in precisely the same way each time (e.g., print a hundred copies of the same form letter).
• Facilitate communications among individuals, departments and branches (e.g., quickly transmit messages and/or documents that require review or editing).

The system's salient feature includes:

• Log-in page for security purposes. Only authorized users can access the system.
• Database for Personal Profile for easy access of contact details.
• Savings Account page which determine and compute savings of all members.
• Deposit/Withdrawal Page which includes computation of interest or deductions based on the rules and regulations set forth by the management.
• Below Maintaining Balance which displays information regarding accounts which is below the maintaining balance set by the management and based on the existing rules and regulations of the business.
• Loan Page which serves as a recordkeeping tool for loans of every members.

The System at Work 

Log-in Page

• This is the log-in page of the system which is the first screen to appear everytime the system is accessed.
• Type/Select Username and Password. Click Ok to proceed.
• Default username created by the developer is “ADMIN”, password is “A”. Such username and password can be edited or deleted in the User Accounts of the System.
• If the inputted Username and password is correct, splash screen will appear which will direct the user to the main page of the system, otherwise, an error message will be prompted.

The Splash Screen

The Main Form of the System   

The File Menu 

Composition of File Menu:
            Personal Profile – profile of every members
            Set-up: User Accounts – list of authorized users of the system
            Set-up: Maintaining Balance – settings of maintaining balance and deduction, if any.

The Maintaining Balance Form 

• Use this form to set maintaining balance and deduction, if any.
• Click update to update changes.
• Click Cancel to close the form without saving alterations.
• To open this form, click on file, select set-up and click Maintaining Balance.

User accounts

• Use this form to Add, Edit or Delete authorized persons who will use this system.
• Access Level determines the behavior on how users can access the system. "Administrator" account can access the full functions of the system while "User" account has limited use of the system.
• To access this form, go to file, set-up and user accounts or simply click the user accounts icon on the toolbar.

Personal Profile 

• This page is use to add, edit, delete and/or search records of all members.
• To open this, click on file and select “personal profile” or click “personal profile” icon on the toolbar.

 

• To search record, click search button and type either last name or first name on the search string box.

Savings accounts 

• The Savings account form displays all savings records of all members.
  Select a record by searching through the search text box or by clicking the grid and click “details” to view details about the record.
• Total balance displays the sum of all savings account.

Deposit 

• The Deposit form shows the savings account of individual members. Current Balance display the current balance of the member.
• To open this, click the Deposit icon on the toolbar.
• To select a record, click the button with three dots to search.
• To deposit, click the deposit button.
• To delete a record, click delete. Note: Make sure to delete last record first. To do this, navigate the grid by clicking the last row on the grid.Update button is used to compute interest based on the existing rules and regulations of the management.
• Click print to print the record.

 

• To deposit, type the amount to be deposited on the amount box. Default date is the system’s date (configuration of the computer set) found below the task bar. You can change the date by clicking on the date box.

Withdrawal 

• The Withdrawal form shows the savings account of individual members. Current Balance display the current balance of the member.
• To open this, click the Withdrawal icon on the toolbar.
• To select a record, click the button with three dots to search.
• To withdraw, click the deposit button.
• To delete a record, click delete. Note: Make sure to delete last record first. To do this, navigate the grid by clicking the last row on the grid.
• Update button is used to compute interest based on the existing rules and regulations of the management.
• Click print to print the record.

 

• To withdraw, type the amount to be deposited on the amount box. Default date is the system’s date (configuration of the computer set) found below the task bar. You can change the date by clicking on the date box. 

Below Maintaining Balance 

• This form shows the list of accounts which is below the maintaining balance set by the management.
• Total Balance box displays only the sum of all accounts which is below the maintaining balance.

Loan 

• Loan page records all loans of every member.
• To open this, click loan on the toolbar.
• Click new to add new loan record.
• Click delete to delete any record.
• Click details to display details about the loan.

 

Payment of Loan Form 

• This form is used to update loans of members by way of paying loan, if any.

 

 

Developer's Remarks: 

• All data (like names, amount, etc.) that has been used in this manual are of developer's thought only, which is for purposes of testing the system.

The Software Developer