Beneficiary Record
The beneficiary record brings together the beneficiary's identity, their household's figures, payments, complaints and follow-ups.
Access
- Side menu: Cash Transfers > Beneficiaries
- Click a beneficiary
The record also opens from the Programs block of a household's record.
Header
- Beneficiary name and beneficiary code
- Active or Inactive status
- Role in the household: Main or Substitute
- Verified mention when the identity document has been checked
- Compliance rate with conditionalities, when the program has any
Information
| Field | Content |
|---|---|
| Phone | Beneficiary's number |
| Payment method | Mobile Money, Bank transfer, Cash or Not defined |
| Enrolment date | Date of entry into the program |
| Region, Locality | Household location |
| Household size | Number of people |
| PMT score | Household score; a low score means a poorer household |
| Transfers completed | Number of transfers received |
The summary block also shows the total amount received, the beneficiary's programs and transfers.
Quick actions
| Action | Effect |
|---|---|
| Payments | Shows the payment history |
| Follow-ups | Shows recorded follow-ups |
| Complaints | Shows complaints linked to the beneficiary |
| Contract | Opens the contract preview, to print or download |
| Household | Opens the household's full record |
| Edit | Opens the household form: contact details and payment method are corrected on the household |
The Conditionalities and Documents buttons show a counter but do not open a panel yet.
Tabs
| Tab | Content |
|---|---|
| Payments | The beneficiary's payments, with a link to see all of them |
| Complaints | Complaints filed by or for the beneficiary |
| Follow-ups | Follow-ups carried out with the household |
The Recent activity block lists the latest events.
Changing a beneficiary's situation
The record has no suspend, unenrol or graduate button.
- Activate or deactivate: from the beneficiary list, bulk actions Activate and Deactivate.
- Unenrol from a program: from the program record, Eligibility tab, Unenrol button. See Programs.
- Graduate: from the Lifecycle screen. See Graduation.
Read-only project
Beneficiaries of an archived project, such as PRSSB, can be viewed but no longer edited.
Permissions
| Action | Permission |
|---|---|
| View the record | View beneficiaries |
| Edit the household | Edit households |