Eligibility Rules
The Eligibility rules screen defines the rule sets that decide whether a household can enter a program.
Access
Side menu: Social Registry > Eligibility
This screen does not list households. Each household's evaluation result, re-evaluation and enrolment are in each program's record, Eligibility tab (Cash Transfers > Programs).
How a rule set is used
A rule set is attached to a program, or stays global. It applies when the program's eligibility mode is Eligibility rules only or PMT score and eligibility rules. If the program has no active rule set, the simple criteria of its form apply.
Statistics
| Card | Content |
|---|---|
| Total | Number of rule sets |
| Active | Active rule sets |
| Templates | Available templates |
| Evaluations | Number of evaluations performed |
| Average rate | Average eligibility rate |
Available templates
Below the statistics, templates are ready-made rule sets, for example: Standard PMT criteria, Vulnerable households, Households with children 0-10, Households with pregnant women, Households with people with disabilities, Rural area criteria, Ultra-poor.
Clicking a template opens a new rule set pre-filled with its rules, to adapt and then save.
Rule set list
Filters
| Filter | Values |
|---|---|
| Program | All programs or one program |
| Type | All, Standard, Templates |
| Status | Active, Inactive |
| Search | Code or name |
Columns
| Column | Content |
|---|---|
| Rule set | Name, code and program, or "Global" |
| Rules | Number of rules |
| Evaluations | Number of evaluations and eligible households |
| Status | Active or Inactive |
| Actions | Simulate, Edit, Duplicate, Delete |
Duplicate asks for the new rule set's name. Delete asks for confirmation.
Create a rule set
- Click New rule set, or a template.
- Fill in:
- Name;
- Program, or none (global);
- Description;
- Save as template, to offer it as a template;
- Active.
- Add the rules in the eligibility rules section.
- Click Create.
The rule set's code is generated automatically.
Writing a rule
Each rule reads like a sentence: category > field, operator, value.
| Element | Content |
|---|---|
| Rule name | Free label, to find your way |
| Category | Household, Household composition, Head of household, Housing, Assets, Geography, Food security |
| Field | Questionnaire variable, within the chosen category |
| Operator | Depends on the field type |
| Value | Number, text, Yes/No, list of values, or Min and Max |
| Active | An inactive rule is ignored |
| Message if the rule fails | Optional, shown in results |
Example fields
| Category | Fields |
|---|---|
| Household | PMT score, poverty category, household size, area, consent |
| Household composition | Children 0-5, 0-10, 11-14; women 15-49; people 65+; people with disabilities; pregnant or breastfeeding women; children in school |
| Head of household | Sex, age, education level, marital status, disability, identity card, birth certificate |
| Housing | Number of rooms, occupancy status, materials, toilets, water source, lighting, fuel |
| Assets | Vehicles, motorbikes and other assets |
Operators
| Field type | Operators |
|---|---|
| Number, date | Equal to, Not equal to, Greater than, Greater than or equal to, Less than, Less than or equal to, Between, Is empty, Is not empty |
| Text | Equal to, Not equal to, In list, Not in list, Contains, Starts with, Ends with, Is empty, Is not empty |
| Yes/No | Equal to, Not equal to, Is empty, Is not empty |
| List | In list, Not in list, Contains, Is empty, Is not empty |
Combining rules
Combine rules with:
- AND (all): every rule must be satisfied;
- OR (at least one): one is enough.
For a rule on the score, use Less than: a low score means a poorer household. See the PMT score methodology.
Simulate
Simulation tests a rule set on a sample of households without changing anything.
- Click Simulate on the rule set's row.
- Enter the number of households to test.
- Click Run simulation.
The result gives households evaluated, eligible, not eligible, the eligibility rate and a preview of the first five households with their failed rules.
| Result | Reading |
|---|---|
| Rate too high | Criteria too broad, tighten them |
| Rate too low | Criteria too restrictive, relax them |
After a change
Changing a rule set does not re-evaluate households already evaluated. Open the program record, Eligibility tab, and click Re-evaluate programme.
Good practice
- Start from a template, then refine with simulation.
- Give each rule a failure message: it tells the reader why a household is excluded.
- Keep few rules per set, without redundancy.
Permissions
| Action | Permission |
|---|---|
| View | View eligibility rules |
| Create, duplicate | Create eligibility rules |
| Edit | Edit eligibility rules |
| Delete | Delete eligibility rules |
| Simulate, re-evaluate | Evaluate eligibility |