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Getting Started as a State Admin

Role Required: STATE_ADMIN
Last Updated: March 2026 | Portal Version: 1.0

Welcome

As a State Admin, you have the broadest oversight view of the HOCO RCS (H) platform. You monitor all regions, track state-wide performance, review policy compliance, and ensure all regions and societies are operating effectively.

Your Responsibilities

AreaWhat You Do
State OversightMonitor all regions and societies state-wide
Regional ComparisonCompare performance across regions
Financial MonitoringReview state-level collections, refunds, net position
Target TrackingTrack state-wide KPA targets against achievements
Policy ComplianceMonitor policy adherence across the platform
Escalated AlertsReview and act on alerts escalated to state level
Top/Bottom PerformersIdentify highest and lowest performers

What You Can See

You CanYou Cannot
View all regions and societiesCreate or edit societies/regions
View state-level financial reportsProcess payments or refunds
View regional and society dashboardsManage memberships or bookings
Access cross-society audit logsModify fees or layouts
Track fiscal year targetsManage user accounts
Monitor policy complianceChange system settings
View financial summaries at all levelsDirectly manage society operations

Top Navbar Navigation

As a State Admin, you see four links in the top navigation bar:

State Admin Navbar Links

Navbar LinkRouteWhat It Contains
Regional Dashboard/admin/regional-dashboardView any region's dashboard with a region selector dropdown — KPAs, society performance, trends, alerts
MIS Reports/admin/regional-mis-reportsSociety-level operational reports with a region selector — plot status, activity, revenue
State Dashboard/admin/state-dashboardState-wide KPAs, regional performance table, trends, targets, compliance, alerts, top performers
State MIS Reports/admin/state-mis-reportsState-wide MIS reports across all regions — region-level plot status, activity, revenue

Daily Checklist

PriorityAction
🔴Check escalated alerts requiring state-level attention
🟡Review regional performance — any region significantly behind?
🟡Monitor policy compliance status
🟢Check state KPA trends

Key Terms

TermMeaning
Fiscal YearFinancial year (April to March, e.g., "2025-26")
QuarterQ1 (Apr–Jun), Q2 (Jul–Sep), Q3 (Oct–Dec), Q4 (Jan–Mar)
KPAKey Performance Area — tracked metrics like bookings, revenue, memberships
Target TrackerKPA goal vs. achievement comparison with progress and gap
Policy ComplianceWhether societies/regions follow required platform policies (e.g., SOC_ACTIVE, KYC_VERIFY)
Achievement %Percentage of target achieved for a given KPA
Region SelectorDropdown on Regional Dashboard / MIS Reports allowing State Admin to switch between regions