Documents and Accounts
The Documents & Accounts screen tracks two processes that beneficiary payment depends on:
- members' identity documents, requested from the DGICRSN (civil registry);
- TELECEL mobile money accounts, without which a household cannot be enrolled.
Access
Side menu: Social Registry > Documents & Accounts
The project filter at the top of the page limits the lists to one project; an archived project appears with the mention "(Archived)".
Tabs
| Tab | Content |
|---|---|
| Without document | Members of beneficiary households who have no identity document |
| Eligible | Members of all eligible households, with or without a document |
| TELECEL | Beneficiaries without a mobile money account and their opening requests |
Identity documents
Statistics
The cards show the number of members without and with a document, requests in progress, pending, ready and delivered, and the coverage rate.
Member list
| Column | Content |
|---|---|
| Member | Name, sex, age |
| Household | Household code |
| Location | Region, sector, tabanca |
| Document status | Existing document, No request, or request status |
| Actions | Create request, or view the request if one exists |
A menu at the top of the list chooses which members are shown: all, without a civil document, or without a request in progress.
Advanced filters: Region, Sector, Tabanca, minimum and maximum age, period.
Create a request
From a member's row, Create request prepares the request with their information. The New request button opens an empty form:
| Section | Fields |
|---|---|
| Document type | Identity card, Birth certificate, Residence certificate, Nationality certificate |
| Applicant information | Full name, date and place of birth, sex, father's name, mother's name |
| Administrative information | DGICRSN agency, document fee, fee covered by the program, notes |
The Auto generate button creates in one go the requests of all members of eligible households who have neither a document nor a request in progress.
Track a request
| Status | Meaning | Next action |
|---|---|---|
| Requested | Request recorded | Transmit to DGICRSN, with an optional file number |
| In progress | File sent to the DGICRSN | Mark as ready, with the document number |
| Ready | Document available | Deliver to beneficiary |
| Delivered | Handed to the beneficiary | None |
| Rejected | Refused, with a reason | None |
| Expired | Expiry date passed | New request |
Reject asks for a reason: missing documents, incorrect information, non-compliant photo, existing duplicate or other.
A request's record shows the applicant, the linked beneficiary, DGICRSN coordination (file number, agency, document number and expiry), the dates of each step, processing time and history.
Export
Export CSV produces the displayed list, to send to the DGICRSN.
TELECEL accounts
The TELECEL tab lists beneficiaries without a mobile money account and the state of their request.
| Column | Content |
|---|---|
| Name, Household, Phone | Beneficiary identity |
| Request | Request type |
| Reference, Request date | Tracking |
| TELECEL number | Number assigned |
| Status | Requested, Submitted, Ready, Delivered, Rejected |
Two request types:
- Account opening on an existing number, when the beneficiary already has a TELECEL number;
- Number assignment + account, when TELECEL must assign a number.
Steps
- Request: enter the TELECEL number the beneficiary already holds, or leave it empty to have one assigned.
- Submit, then Mark ready once TELECEL has opened the account.
- Deliver: confirm the mobile money account number.
On delivery, the number is recorded as the mobile money account of the beneficiary and their household. The household can then be enrolled.
Reject is possible at any step before delivery, with a reason.
Permissions
The menu entry appears with the Manage identity documents permission. Each user only sees members and beneficiaries within their scope. Automatic request generation is reserved for administrators.