Programs
A program is a project's transfer scheme: it sets who is eligible, how much each beneficiary receives and how often.
Access
Side menu: Cash Transfers > Programs
Program list
Statistics
| Card | Content |
|---|---|
| Total programs | With the number active and in preparation |
| Total budget | With the amount disbursed |
| Active beneficiaries | Across all programs |
| Execution rate | Share of the budget disbursed |
Program cards
Each program appears as a card: name, code, status, type, budget, beneficiaries, amount per beneficiary, execution rate, start and end dates, days remaining.
Search and filters
- Search by name or code.
- Status: In preparation, Active, Suspended, Completed, Closed.
- Type: Cash transfer, Public works, Training, Mixed.
- Minimum and maximum start date.
The Export button produces the list as CSV, Excel or PDF.
Create a program
Click New program. The form has four steps. The program code is assigned automatically.
1. General information
| Field | Content |
|---|---|
| Program name * | |
| Description | |
| Associated project | Project whose households can be enrolled. Archived projects are not offered |
| Allow import from other projects | Also makes households of the chosen authorised projects visible |
| Program type | Cash transfer, Public works, Training, Mixed |
| Beneficiary target | Number aimed for |
| Start date, End date, Duration (months) | |
| Number of planned transfers | |
| Program manager | Name, e-mail, phone |
2. Budget and funding
Currency (XOF, USD, EUR), total budget, allocated budget and funding sources: for each source, a donor and an amount.
3. Eligibility criteria
| Field | Content |
|---|---|
| Eligibility mode | PMT score only, Eligibility rules only, or PMT score and eligibility rules |
| PMT method | Inherit from the project, or a method specific to the program |
| Minimum PMT score, Maximum PMT score | Program-specific bounds; if empty, the method's apply |
| Area | All areas, Urban only, Rural only |
| Poverty categories | Empty for all |
| Eligible regions | Empty for all |
| Head of household criteria | Sex, minimum and maximum age |
| Household criteria | Minimum size |
| Vulnerability criteria | One criterion is enough: children aged 0 to 5, pregnant women, women aged 15 to 64, female heads of household, rural women, people with disabilities, elderly people |
A low score means a poorer household: a household is PMT-eligible if its score is below the threshold. A program-specific method recomputes households' scores for this program only. See the PMT score methodology.
Simple criteria apply when the program has no active rule set. Rule sets are defined in Social Registry > Eligibility. See Eligibility rules.
4. Transfer parameters
Amount per beneficiary, payment frequency (Monthly, Bimonthly, Quarterly, Half-yearly, Yearly) and, for a conditional program, its list of conditionalities: Education, Health, Training or Other, with a description.
Click Create program. It is created with In preparation status.
Program record
The record opens when you click a card. The header shows the status and carries the lifecycle actions; indicators summarise total budget, disbursed, beneficiaries, target, amount per beneficiary and transfers executed.
Statuses and actions
| Status | Possible actions |
|---|---|
| In preparation | Activate |
| Active | Suspend (with a reason), Close |
| Suspended | None from the record |
| Closed | Reactivate, with an optional new end date |
| Completed | None |
Edit reopens the form. Changing the amount does not affect transfers already generated.
Overview tab
General information, funding sources, allocated, committed, disbursed and available budget, beneficiaries by region and conditionalities.
Eligibility tab
The tab recalls the program's criteria: mode, PMT method and its origin ("specific to the program" or "inherited from the project"), score bounds, rule set, vulnerability criteria, categories, area, regions, head-of-household criteria.
It then shows the Evaluated households: registry households checked against the program's criteria, on integration or on demand.
| Column | Content |
|---|---|
| Household | USR identifier or code, locality and region, link to the record |
| Head of household | Head's name |
| PMT score | Score and poverty category |
| Result | Eligible or Not eligible |
| Status | Enrolled or Not enrolled; "No mobile money account" mention where relevant |
| Evaluated on | Date of the last evaluation |
| Actions | Unenrol an enrolled household |
Counters: total eligible, enrolled, not enrolled. Enrolment buttons only appear when the program is Active. Filters: search by code, USR identifier or head; eligibility; enrolment.
| Action | Effect |
|---|---|
| Re-evaluate programme | Replays the score and rules on every registry household concerned by the project |
| Enroll selected | Creates a beneficiary for each ticked household that is eligible and not enrolled |
| Enroll all | Enrols every eligible household not yet enrolled |
| Unenrol | Removes the household from the program, with an optional reason; it can be enrolled again |
A household without a mobile money account cannot be enrolled. Make a TELECEL request in Social Registry > Documents & Accounts. See Documents and accounts.
Beneficiaries tab
The program's first beneficiaries: code, name, phone, payment method, status. View all opens the full list.
Transfers tab
The program's transfers: code, name, amount, period, status. Two actions:
- Generate transfers creates all planned transfers that do not exist yet;
- New transfer creates a single one.
Automatic transfer recurrence is set in Cash Transfers > Recurrence.
Archived projects
A program of an archived project, such as PRSSB, stays viewable but receives no further processing. New programs are created on an active project.
Permissions
| Action | Permission |
|---|---|
| View | View programs |
| Create | Create programs |
| Edit, activate, suspend, close, reactivate | Edit programs |
| Delete | Delete programs |
| Enrol | Enrol beneficiaries |
| Re-evaluate | Evaluate eligibility |