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Search for a Beneficiary

This tutorial explains how to quickly find a beneficiary in PCH-SIG.

Search methods​

Several methods are available:

MethodUsage
Quick searchFind by name or code
Advanced filtersRefine by multiple criteria
Map searchGeographic location

Step 1: Access beneficiaries​

  1. Click on Cash Transfers in the menu
  2. Click on Beneficiaries

Step 2: Use the search field​

  1. Click in the Search field
  2. Enter your search term

Search by name​

Type the head of household's name:

Mamadou Diop

Search also works with partial names:

Diop

Search by code​

Type the household code:

MEN-2024-00123

Search by phone​

Type the phone number:

771234567
Tip

Search starts automatically after 2 characters are entered.

Advanced filters​

Step 1: Open filters​

  1. Click the Filters button
  2. The filters panel is displayed

Step 2: Select criteria​

Geographic filters:

FilterDescription
RegionFilter by region
SectorFilter by sector
MunicipalityFilter by municipality

Status filters:

FilterOptions
StatusActive, Inactive
ProgramList of programs

Payment filters:

FilterOptions
Payment methodMobile Money, Bank
OperatorOrange, Free, Wave

Step 3: Apply filters​

  1. Select your criteria
  2. Click Apply
  3. The list is updated

Step 4: Reset​

Click Reset to clear all filters.

Combine search and filters​

For a precise search:

  1. First apply geographic filters (e.g., Region = Dakar)
  2. Then use text search (e.g., "Diop")

The system displays only beneficiaries named "Diop" in the Dakar region.

Step 1: Access the map​

  1. Click on Data > Map
  2. Select the Beneficiaries layer

Step 2: Navigate on the map​

  1. Zoom to the area of interest
  2. Beneficiaries appear as markers

Step 3: Click on a marker​

  1. Click on a purple marker
  2. The tooltip displays information
  3. Click View details to open the file

View the file​

Once the beneficiary is found:

Information displayed​

SectionContent
IdentityName, phone, document
HouseholdCode, location, size
PaymentsMethod, account, history
StatusActive/Inactive, enrollment date

Available actions​

  • Edit: Update information
  • History: View all payments
  • Suspend: Temporarily deactivate

Practical cases​

Case 1: A beneficiary calls to verify their payment​

  1. Ask for their phone number
  2. Search by phone: 771234567
  3. Open their file
  4. Check the Payments section

Case 2: Find all beneficiaries in a locality​

  1. Open Filters
  2. Select Region > Sector > Municipality > Locality
  3. Apply
  4. The list displays beneficiaries from that locality

Case 3: Identify beneficiaries with failed payment​

  1. Go to Payments
  2. Filter by Status = Failed
  3. The list displays failed payments with the beneficiary

Next steps​