Conditionality Types
The Configuration section allows you to define conditionality types and associate them with programs.
Access
The conditionality screens have no entry in the side menu. Open the Conditionality Monitoring page (application address /#/conditionnalites), then click Configuration.
Interface
The interface is organized into two tabs:
| Tab | Description |
|---|---|
| Types | Conditionality type management |
| Programs | Type-to-program association |
Types Tab
Overview
This tab allows you to create and manage the different conditionality types available in the system.
Displayed Columns
| Column | Description |
|---|---|
| Code | Unique type code |
| Name | Descriptive label |
| Category | Education, Health, Training, Other |
| Frequency | Monthly, Quarterly, Per transfer |
| Status | Active/Inactive |
| Actions | Edit |
Conditionality Categories
| Category | Code | Badge | Description |
|---|---|---|---|
| Education | education | Blue | School attendance |
| Health | sante | Red | Medical visits |
| Training | formation | Purple | Training sessions |
| Other | autre | Gray | Other obligations |
Verification Frequencies
| Frequency | Code | Description |
|---|---|---|
| Monthly | mensuel | Verification every month |
| Quarterly | trimestriel | Verification every quarter |
| Per transfer | par_cycle | Verification at each transfer |
Create a Conditionality Type
- Click New type
- Fill in the form:
| Field | Type | Required | Description |
|---|---|---|---|
| Code | Text | Yes | Unique code (e.g., EDUC_ATT) |
| Name | Text | Yes | Descriptive name |
| Category | Selection | Yes | Education, Health, Training, Other |
| Description | Long text | No | Conditionality details |
| Frequency | Selection | Yes | Verification frequency |
| Criteria | JSON | No | Calculation criteria (advanced) |
| Active | Checkbox | - | Enable/disable |
- Click Create
Type Examples
Education - School Attendance
Code: EDUC_ATTENDANCE
Name: School attendance
Category: Education
Frequency: Monthly
Description: At least 80% attendance of school days
Health - Vaccination
Code: HEALTH_VACCIN
Name: Up-to-date vaccination
Category: Health
Frequency: Per transfer
Description: Vaccination schedule followed for children 0-5 years
Training - Participation
Code: TRAIN_SESSIONS
Name: Training participation
Category: Training
Frequency: Quarterly
Description: Participation in at least 80% of scheduled sessions
Programs Tab
Overview
This tab allows you to associate conditionality types with programs and define specific parameters.
Program Selection
- Choose a program from the dropdown list
- Associated conditionalities are displayed
Program Conditionalities
| Column | Description |
|---|---|
| Order | Display order |
| Type | Conditionality type |
| Threshold | Compliance threshold (%) |
| Mandatory | Yes/No |
| Penalty | Action if non-compliant |
| Actions | Detach |
Associate a Conditionality to a Program
- Select the program
- Click Attach a conditionality
- Fill in the form:
| Field | Type | Description |
|---|---|---|
| Type | Selection | Conditionality type to attach |
| Compliance threshold | Number (0-100) | Minimum % to be compliant |
| Mandatory | Checkbox | Separates obligations from conditionalities tracked for information only |
| Penalty | Selection | Action if non-compliant |
| Order | Number | Position in list |
- Click Attach
Penalty Types
| Penalty | Code | Description |
|---|---|---|
| Alert | alerte | Notification only |
| Reduction | reduction | Amount lowered by the chosen rate (1 to 100%) |
| Suspension | suspension | Payment for that transfer cancelled (amount 0) |
Penalties are applied automatically when a transfer's payments are generated. Only a mandatory conditionality whose verification for that transfer is below the threshold (non-compliant or partial) counts.
- Alert: the payment is unchanged; an alert flags the beneficiary.
- Reduction: the amount is lowered by the reduction rate chosen when attaching the conditionality (1 to 100%).
- Suspension: the payment is created cancelled, at 0, with the reason; the beneficiary is not paid for that transfer.
If several conditionalities fail, suspension prevails, and between reductions the highest rate applies. A missing or exempted verification does not penalise. Record verifications before generating payments: payments already generated are not recalculated. The payment list shows the initial amount of every reduced or suspended payment.
Important Parameters
Compliance Threshold
The threshold defines the minimum percentage required to be considered compliant:
| Threshold | Example | Interpretation |
|---|---|---|
| 80% | School attendance | 80% minimum attendance |
| 100% | Vaccination | All required vaccinations |
| 50% | Training | At least half of sessions |
Mandatory Status
- Mandatory: Non-compliance is a non-conformity to follow up
- Non-mandatory: Informational tracking only
Mandatory conditionalities must be clearly communicated to beneficiaries before the first transfer.
Best Practices
Type Design
- Define short, explicit codes
- Clearly document criteria
- Use context-appropriate frequencies
- Test calculation formulas
Program Association
- Limit number of conditionalities (3-5 maximum)
- Prioritize important conditionalities
- Set realistic thresholds
- Communicate clearly to beneficiaries
Maintenance
- Periodically review thresholds
- Archive obsolete types (deactivate them)
- Maintain modification history