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Finding a beneficiary

This tutorial explains how to quickly find a beneficiary in Bemba.

Search methods​

MethodUse
SearchBy name or phone
FiltersBy project, area and status
MapBy location
Bemba assistantIn plain language

Searching the list​

Step 1: Open the list​

In the menu, click Cash Transfers → Beneficiaries.

The screen shows the total number of beneficiaries, active and inactive, at the top.

In the Search by name or phone field, type:

  • a full or partial name, for example Silva;
  • a phone number.

The list filters as you type.

Filters​

  1. Click Filters.
  2. Choose your criteria:
FilterDescription
ProjectBeneficiary's project
Region, Sector, Tabanca/LocalityArea, from widest to narrowest
StatusActive or Inactive
  1. The list updates immediately.
  2. Click Clear filters to clear everything.

Search and filters combine: filter by region first, then type a name.

Searching on the map​

  1. Open Reports → GIS Map, then Detailed map.
  2. Tick the Beneficiaries layer.
  3. Zoom to the area and click a point.
  4. Click View details to open the record.

Searching with the assistant​

Open the Bemba assistant and ask, for example, "Find the beneficiary Maria Silva". Bemba returns the matches, with a link to the record.

Viewing the record​

The Beneficiary profile shows:

AreaContent
HeaderName, status, main or substitute, phone, payment method, enrolment date
HouseholdRegion, locality, household size, PMT score
SummaryCompleted transfers, total amount received, programmes
TabsPayments, Conditionalities, Follow-ups, Complaints, Documents

The Edit button lets you correct the information, depending on your rights.

Practical cases​

A beneficiary calls to check a payment​

  1. Ask for their phone number.
  2. Search for that number in the list.
  3. Open the record and look at the Payments tab.

Listing the beneficiaries of a locality​

  1. Open the Filters.
  2. Choose the region, the sector, then the locality.
  3. Click Export to get the list.

Finding failed payments​

  1. Open Cash Transfers → Payments.
  2. Filter on the Failed status.

Next steps​