Identity Documents
Identity document management allows verification of household heads and beneficiaries' identity.
Access
Side menu: Social Registry > Identity documents
Required permission: registre.documents
Overview
Statistics
- Total: Total number of documents
- Verified: Authenticated documents
- Pending: Documents to verify
- Rejected: Invalid documents
- Expired: Outdated documents
Accepted document types
| Type | Description |
|---|---|
| National ID | National Identity Card |
| Passport | Valid passport |
| Residence permit | Residence permit |
| Birth certificate | Birth certificate extract |
| Nationality certificate | Certificate of nationality |
Documents list
| Column | Description |
|---|---|
| Beneficiary | Household head name |
| Type | Document type |
| Number | Document number |
| Issue date | Date of issuance |
| Expiry date | Validity end date |
| Status | Verification status |
Verification statuses
| Status | Description | Color |
|---|---|---|
| Pending | Document submitted, not verified | Yellow |
| Verified | Authenticated and valid document | Green |
| Rejected | Invalid document | Red |
| Expired | Outdated document | Grey |
Add a document
- Click New document
- Select the beneficiary
- Choose the document type
- Fill in the information:
- Document number
- Issue date
- Expiry date
- Place of issue
- Upload the scan/photo of the document (optional)
- Save
Verify a document
- Open the document record
- Examine the information and scan
- Choose an action:
Approve
- Click Verify
- Confirm that the document is authentic
- The status changes to Verified
Reject
- Click Reject
- Select the reason:
- Illegible document
- Incorrect information
- Forged document
- Other
- Add a comment
- Confirm
Required permission: registre.documents_validate
Edit a document
- Open the document record
- Click Edit
- Update the information
- Save
note
Editing a verified document resets its status to Pending.
Delete a document
- Open the document record
- Click Delete
- Confirm
Required permission: registre.documents_delete
Expired documents
The system automatically detects expired documents:
- An Expired badge appears
- A notification is sent to the manager
- The beneficiary may be suspended according to configuration
Renew a document
- Open the expired document
- Click Renew
- Enter the new dates
- Upload the new scan
- Save
The document returns to Pending status for verification.
Filters
| Filter | Options |
|---|---|
| Status | Pending, Verified, Rejected, Expired |
| Type | National ID, Passport, etc. |
| Region | Geographic area |
| Period | Submission date |
Export
Export the documents list for reporting:
- List of documents to verify
- Expired documents to renew
- Statistics by type and status
Best practices
Verification
- Verify consistency of information with the household
- Ensure the scan is legible
- Check validity dates
Rejected documents
- Always indicate the rejection reason
- Contact the beneficiary for correction
- Offer support for obtaining documents