Beneficiary Graduation
Graduation is a beneficiary's exit from a program, because their situation has improved, the program ends, or for another reason. It follows a three-stage circuit: proposal, evaluation, decision.
Access
Graduation is part of the Lifecycle screen, which has no entry in the side menu. It opens at the application address /#/lifecycle.
Lifecycle screen
The dashboard tracks three processes, filterable by program:
| Block | Content |
|---|---|
| Total beneficiaries | With the number active |
| Graduations | Pending, approved, rejected; graduation rate by program |
| Recertifications | Due, overdue, in progress, completed |
| Referrals | Referrals to other services, accepted or urgent |
It also shows active alerts, the distribution of beneficiaries by status, and quick actions: graduation candidates, recertifications due, urgent referrals, partner programs.
Beneficiary statuses
| Status | Meaning |
|---|---|
| Active | Beneficiary in the program |
| Suspended | Temporarily set aside |
| In recertification | Situation being re-assessed |
| Graduated | Left through graduation |
| Exited | Left for another reason |
Graduation candidates
In Graduations, choose View candidates, then a program. The list shows, for each beneficiary, their graduation eligibility, their score and the detail of the graduation criteria.
A beneficiary is a candidate when they meet all the program's mandatory criteria and reach at least 70% of the criteria score. Criteria cover the PMT score, time in the program, compliance with conditionalities or the number of transfers received.
Graduation must be enabled on the program and its criteria defined. Neither can be set from the interface yet: without them, a program has no candidates.
Propose a graduation
- In the candidate list, click Propose a graduation.
- Choose the reason: Exit from poverty, End of program, Death, Migration or Other.
- Add an optional comment.
- Confirm: the graduation is created with Proposed status.
Track a graduation
View list shows graduations, filterable by program and status: Proposed, Under evaluation, Approved, Rejected, Cancelled.
A graduation's record shows the beneficiary, the program, the reason, the PMT score, the circuit's progress, the timeline (proposal, evaluation, decision, effective date, with their authors) and the evaluation data.
| Stage | Button | Effect |
|---|---|---|
| Proposed | Start the evaluation | Moves the graduation to Under evaluation |
| Proposed or under evaluation | Make a decision | Approve or Reject, with a justification |
| Until it takes effect | Cancel | Permanently cancels the proposal, with a reason |
Effect of an approved graduation
- The beneficiary moves to Graduated status and becomes inactive: they no longer receive transfers.
- The effective graduation date is recorded.
- If the program provides post-graduation follow-up, the record shows its duration in months, its end date and whether it is active.