Beneficiary List
A beneficiary is a household enrolled in a transfer program. The beneficiary list covers the households that receive, or will receive, transfers.
Access
Side menu: Cash Transfers > Beneficiaries
Displayed project
The list opens on the PCH project, preselected. You only see beneficiaries in your scope. An archived project stays visible in the project filter with the mention "(Archived)".
Statistics
Three cards at the top of the page: Total beneficiaries, Active, Inactive.
Columns
| Column | Content |
|---|---|
| Beneficiary | Name of the main beneficiary |
| Household | Household code |
| Contact | Phone |
| Payment method | Mobile Money, Bank transfer, Cash or Not defined |
| Status | Active or Inactive |
| Created, Updated | Dates |
| Actions | Open the record |
Search and filters
- Search by name or phone.
- Status: Active, Inactive.
- Filters: Region, Sector, Tabanca/Locality. Each level depends on the previous one.
Clear filters removes them all.
Bulk actions
Tick beneficiaries: an action bar appears.
| Action | Effect |
|---|---|
| Print contracts | Downloads the contracts of the selected beneficiaries, to be signed |
| Activate | Makes the beneficiaries active |
| Deactivate | Makes the beneficiaries inactive |
| Clear selection | Unticks everything |
Import signed contracts
The Import signed contracts button uploads a ZIP archive of scanned contracts. Each file is attached to the beneficiary named in its file name, in the format produced by Print contracts. A summary gives the number of contracts imported and the files in error.
Export
The Export button produces the filtered list as CSV, Excel or PDF: name, phone, household code, region, payment method, mobile account and status.
Enrolling new beneficiaries
Beneficiaries are not created from this list. A household becomes a beneficiary:
- on validation or integration into the registry, if it is eligible for a program;
- from a program's record, Eligibility tab, with Enroll selected or Enroll all. See Programs.
A household without a mobile money account cannot be enrolled: a TELECEL account request must be made from Documents & Accounts. See Documents and accounts.
Permissions
| Action | Permission |
|---|---|
| View the list | View beneficiaries |
| Activate, deactivate | Edit beneficiaries |
| Enrol | Enrol beneficiaries |