Professional Documents
Culture Documents
Introduction
This section introduces the PDA-VDR platform and its purpose, including the Virtual Data
Room and Invitation and Evaluation of Resolution Plans services.
Registration
This section explains the process of user registration and login for different types of users in
the PDA application.
Subscriber Enrolment
This section provides step-by-step instructions for registered users to enroll as a Subscriber,
either as an Individual or Corporate Subscriber, depending on their role and the size of their
insolvency practice. The steps include checking personal information, entering billing
address, and selecting the appropriate subscription type.
Home
The Home page provides a graphical representation of case stages, expense details, active
cases, and recent activities.
Profile
This section covers various tasks related to editing basic information, managing email
notifications, IP assignment, profile picture, login history, security settings, managing mail
(inbox, sent mail, junk mail, archive, deleted mail), and handling issues and feedback.
PDA
This section explains how to set up a Virtual Data Room (VDR) for the Resolution and
Liquidation stages of a case, including entering case details and applicant information.
The document provides instructions on how to check and edit entity details of authorized
representatives, workmen, and other creditors in a VDR case.
Introductory content
This section provides instructions on how to check and edit the details of an authorized
representative, including their name, identification number, and address. It also explains how
to modify workman details and bank account information. Additionally, it covers actions such
as activating or inactivating creditors, deleting creditor information, and uploading
documents.
Authorized Representative
To update the authorized representative details for a workman, go to the workman page,
click on the workman's button, select the authorized representative, and modify or change
their details as needed.
Ensure you have registered VDR Cases and the necessary authorization to access
them.
Assign a Case Manager for each registered case.
Navigate to the Other Creditor section in the Case Profile Page.
Add Other Creditor details, including entity type, identification number/name, and
address.
Add Authorized Representative details, including identification number/name and
address.
Edit Other Creditor details, including modifying claimant information.
Manage Bank Details for Other Creditors, including adding, editing, and deleting bank
account information.
Activate or inactivate Other Creditors as needed.
Delete Other Creditors permanently if necessary.
Upload documents for Other Creditors, selecting the document type and uploading
the file.
Authorized Representative
To update the authorized representative details for an Other Creditor, access the Case Profile
Page and navigate to the Other Creditor section. Select the desired Other Creditor and click
on "Modify Authorized Representative details" to make changes. If the representative is
already registered, enter their identification number or name, or provide their details if they
are not registered.
Designated Partner
In order to access and manage Other Creditors in VDR Cases, you need to have registered
cases and be authorized as a Case Manager or Case Worker. The case must have a Limited
Liability Partnership as a Creditor. By navigating through the Case Profile Page and the
Financial Creditor Page, you can add, edit, or delete Designated Partners associated with the
Other Creditor.
Co-Partner
In order to perform actions on Other Creditors, you need to have registered VDR cases and be
authorized to access them. A Case Manager must be appointed for the registered case and
you must have the role of Case Manager/Case Worker/Claimant. The Case must have a
Creditor of type Partnership Firm and you need to have Co-partner details ready. By following
the steps mentioned, you can add, edit, or delete Co-partner details for the Other Creditor.
Other Stakeholder (Applicable for Liquidation stage)
This section explains the various actions that can be performed on Other Stakeholder details,
such as adding, editing, deleting, activating, inactivating, and uploading documents.
To add Other Stakeholder details, select the entity type and enter the identification
number or name. If the stakeholder is already registered, select the entity from the
list.
If the stakeholder is not registered, enter their name, identification number, and
address.
To add Authorized Representative details, enter their identification number or name.
If the representative is already registered, select the entity from the list.
If the representative is not registered, enter their name, identification number, and
address.
Other actions include editing Other Stakeholder details, managing bank details,
activating or inactivating stakeholders, and deleting stakeholders permanently.
Authorized Representative
Designated Partner
In order to access and manage Other Stakeholders in VDR Cases, you need to have registered
cases and be authorized as a Case Manager or Case Worker. The case must have a Limited
Liability Partnership as a Creditor, and you need to have the details of the Designated Partner
ready. By navigating through the Case Profile Page and the Other Stakeholder Page, you can
perform actions such as adding, editing, and deleting Designated Partner details.
Co-Partner
In order to access and manage Other Stakeholders in VDR Cases, you need to have registered
cases and be authorized as a Case Manager or Case Worker. The case must have a Partnership
Firm as a Creditor, and you should have the Co-partner details ready. By navigating through
the Case Profile Page and the Other Stakeholder Page, you can perform actions such as
adding, editing, and deleting Co-partner details.
Service Provider
Service Providers in insolvency process include IPs, IPAs, IUs, IPEs, RVOs, and Registered
Valuers, with different roles at different stages of the case.
Resolution Professional
In order to access and manage registered VDR cases, you need to be authorized and have a
Case Manager appointed. The case should be in the resolution stage and you should have the
necessary details of the Resolution Professional (RP) ready. You can propose, edit, upload
documents, assign IPs, set eligibility criteria, and delete RPs through the RP page.
Liquidator
This section explains the actions that can be performed on a liquidator in a VDR case,
including appointment, editing details, assignment, eligibility criteria, public announcement,
and activation/deactivation.
Resolution Plan
This section provides step-by-step instructions for performing various actions related to the
resolution plan in a VDR case.
Ensure you have access to registered VDR cases and are assigned the role of Case
Manager/Case Worker.
Access the Case Profile Page and navigate to the Resolution Plan Dashboard.
Generate or re-generate Form G by entering the details and clicking on the
appropriate button.
Edit and generate new versions of Form G if needed, and download the form to your
system.
Upload signed Form G document by clicking on the upload button.
Access the Detailed EoI section and upload the document by following the same steps
as above.
Access the Eligibility Criteria section and upload the document by following the same
steps as above.
Add Resolution Applicants to the system and update their categories.
Generate or re-generate the Provisional List by entering the date and clicking on the
appropriate button.
Edit and generate new versions of the Provisional List if needed, and download it to
your system.
Upload signed Provisional List document by clicking on the upload button.
Access the Final List section and follow the same steps as above to generate, edit,
download, and upload the Final List document.
All actions will redirect you to the Resolution Plan Dashboard with updated details.
RA at Resolution
Ensure you have access to registered VDR cases and are assigned the role of Case
Manager/Case Worker.
Access the Case Profile Page and navigate to the Resolution Plan Dashboard.
Add a resolution applicant by entering their details or selecting from a list if already
registered.
Edit applicant details, upload documents, reject or consider applicants as a Case
Manager.
Assign an authorized representative to the resolution applicant if necessary.
Update the eligibility criteria for the resolution applicant.
Add provisions for stakeholders under the resolution plan.
View and manage resolution applicant plans in the Consolidated View.
Generate or re-generate the RFRP report for the final resolution applicant.
Upload the RFRP report and update the resolution applicant details.
RA at Liquidation
Ensure you have registered VDR cases and the necessary authorization.
Access the Case Profile Page and navigate to the Resolution Plan Dashboard.
Add or edit details of the resolution applicant, including entity type, identification
number/name, and address.
Upload profile and other supportive documents for the resolution applicant.
Reject or consider the resolution applicant, providing reasons for rejection if
applicable.
Manage authorized representatives by adding their details, checking their entity
details, and assigning RA roles.
Update the category of resolution applicants to "Final" and add eligibility criteria.
Add provision for stakeholders under the resolution plan.
View and manage resolution applicant plans in the Consolidated View.
Generate or re-generate the RFRP report, select report type and options, and upload
the report.
Review the updated details on the Resolution Applicant page.
To access and manage compliance in VDR cases, ensure you have the necessary authorization
and a case manager appointed. Use the resolution plan and compliance pages to add, edit,
generate reports, or delete compliance details.
Deviation/Non-Compliance
To access and manage deviation/non-compliance cases, ensure you have the necessary
authorization and role assigned. Use the Case Profile and Resolution Plan Dashboard pages
to add, edit, or delete deviation/non-compliance details for the registered cases.
Contingency
To manage contingencies in VDR cases, ensure you have the necessary authorization and
role. Access the case profile page, navigate to the resolution plan and contingency sections.
Add, edit, or delete contingencies as needed.
Transaction
To manage transactions in VDR cases, ensure you have the necessary authorization and role.
Access the case profile, navigate to the resolution plan or transaction page, and perform
actions like adding, editing, uploading documents, or deleting transactions as a case
manager.
Approval
To access and manage VDR cases, ensure you are authorized and have a Case Manager
appointed. Use the Resolution Plan and Approval sections to add, edit, upload, or delete
approval details and documents for the selected case.
Information Memorandum
This section explains the steps to generate and upload Statutory IM reports in the system.
Ensure you have registered VDR Case(s) and appointed Case Manager.
Access the Case Profile Page and navigate to Resolution Plan.
Generate IM report by selecting the desired format and report type.
Edit and generate a new version if needed.
Upload signed IM documents and view all versions on the Information Memorandum
Page.
VDR Document
To access and manage VDR documents, ensure you have registered cases, appointed case
managers, and the necessary role. Use the sidebar to navigate to the resolution plan and VDR
document pages. Upload, download, and organize documents and folders as needed.
Meeting/Committee
This section provides step-by-step instructions on how to manage committees and groups
within a registered case in the VDR system.
Access the Case Profile Page and navigate to the Meeting/Committee section.
Add, edit, or delete committees/groups and their members.
Generate or upload constitution reports for Committee of Creditor type.
View updated details and versions of the constitution report.
User Management
This section explains how to assign roles and permissions to different users in a case
management system.
Announcement/Note
This section explains how to add, edit, and delete case announcements and personal notes in
a VDR case. It also mentions the roles and permissions required for these actions.
To add a case announcement, go to the case profile page, navigate to Utils, and click
on Announcement/Note. Then enter the announcement details and save.
To edit a case announcement, click on the announcement you want to modify and
make the necessary changes.
Case managers can delete case announcements by clicking on the delete button and
confirming the action.
Similarly, to add, edit, and delete personal notes, follow the same steps as for case
announcements. Personal notes are specific to the login user.
To Do
This section explains how to manage the To Do list in the VDR system. It covers adding,
editing, and deleting tasks, as well as changing their status to done. Users can access the To
Do page from the Case Profile page and perform these actions on their assigned cases.
SMS
To access and manage SMS in VDR cases, ensure you have registered cases, appointed case
managers, and the necessary role assigned. Navigate to the SMS page, add or edit SMS
details, and view the SMS list for each case.
Timesheet
This section provides instructions on how to manage timesheets in VDR cases. It explains the
steps to add, edit, and delete timesheet details and worklogs. It also covers the process of
generating reports for each assignee and for the timesheet as a whole. Case managers have
the additional ability to delete timesheets.
Audit Trail
The audit trail records case events and can be enabled or disabled by the Case Manager. A
report can be generated in PDF-A, PDF-UA, or Excel format, with options for date range and
report order.
Case Forum
The case forum allows users involved in a case to post questions and receive answers. It has
restrictions on the number of forums, size, and modifications, while providing features like
upvoting, read count, and tags.
Admin Tool
This section explains various options available in the Admin Tool, such as modifying
subscriber details, changing account manager, canceling subscription, managing user/group
accounts, and managing mail.
Admin Tool options can only be accessed from the Subscription Account.
Subscriber details can be modified by clicking on the "Edit Subscriber Details" button.
Account manager can be changed by clicking on the "Change" button and selecting
the new account manager's user ID.
Subscription can be canceled by clicking on the "Cancel Subscription" button and
providing a reason for cancellation.
User/group account administrators can be assigned or revoked by navigating to the
User/Group page and selecting the appropriate options.
Account monitors can be assigned or revoked in a similar manner as account
administrators.
Mail options include sending invitations, composing and sending emails, managing
inbox, sent mail, junk mail, and archived mail.
Space management provides a simplified view of document and record storage for
each case.
Cases can be transferred to authorized persons or taken over by accepting or rejecting
invitations.
Handover and takeover options are available for managing case transfers.
Public Information
This section provides step-by-step instructions for registered users on various actions such as
downloading application forms, submitting claims, accessing NCLT Bench details, viewing
IPE details, viewing IP details, and viewing IPA details.
To download an application form, select the desired regulation and click on the
download button in the form column.
To send a request for RA, click on the desired button and confirm the request.
To submit a claim, select the regulation, click on the submit claim button, select the
claimant/creditor type, and enter the necessary details.
To view NCLT Bench details, click on the desired button.
To view IPE details, click on the desired button.
To view IP details, click on the desired button.
To view IPA details, click on the desired row.
NCLT Order
To view the details of the NCLT orders, click on the desired button on the NCLT Order Page.
Bank
This section explains how to navigate the banking page and view bank and branch details.
RVO
The section explains how to navigate to the RVO page and view details by selecting a button.
Valuer
A registered valuer is a person registered with the Authority according to the Rules, allowing
access to the Valuer Page.
Information Utility
Auction
The Liquidator can sell Corporate Debtor's assets through auctions or private sales in certain
cases.
Release Information
The Release Notes/Information document provides details on new enhancements and known
issues for each release.
Government Authority
A Government Authority is a registered body that resolves legal disputes and administers
justice.
The document provides instructions on how to view details, use the calendar, perform
antivirus scans, compress PDF files, merge PDF files, and check the operational status of
application services on a PDA platform.
Tools
This section provides step-by-step instructions for various features on PDA, including the
event calendar, antivirus scan, PDF file compression, and PDF merger. Users are guided on
how to add, edit, and delete events on the calendar, as well as how to perform an antivirus
scan on uploaded files. Additionally, instructions are given for compressing and merging PDF
files.
PDA Status
The PDA Status page provides a tabular view of application services' operational status,
accessible through the PDA Status menu navigation on the login page.