Find Contribution
Access to the Find Contribution Page is restricted to users with the system roles of Accountant or Clerk or with a role including an access to Insurees and Families/Contribution/Search.
Pre-conditions
Need to enquire on, or edit a contribution, or the family/group, insurees and policies associated.
Navigation
Find Contribution can be found under the main menu
Insurees and Policies
, sub menuContributions
Img. 150 Navigation Contributions
Clicking on the sub menu
Contributions
re-directs the current user to the Find Contribution Page.
Find Contribution Page
Img. 151 Image - 108 Find Contribution Page
The
Find Contribution Page
is the first step in the process of finding a contribution and thereafter accessing the Family Overview Page of insures, policies and contributions. This initial page can be used to search for specific contributions or groups of contributions based on specific criteria. The page is divided into four panels (Img. 151).
Search Panel
The Search Panel allows a user to select specific criteria to minimise the search results. In the case of contributions the following search options are available which can be used alone or in combination with each other.
Payer
Select the
Payer
; from the list of payers by clicking on the arrow on the right of the selector, to select contributions related to a specific payer.Payment Type
Select the
Payment Type
; from the list of types by clicking on the arrow on the right of the selector, to select contributions related to a specific payment type.Payment Date From
Type in a date; or use the Date Selector Button, to enter the
Payment Date From
to search for contributions with aPayment Date
equal or later than the specified date. Note. To clear the date entry box; use the mouse to highlight the full date and then press the space key.Payment Date To
Type in a date; or use the Date Selector Button, to enter the
Payment Date To
to search for contributions with aPayment Date
equal or earlier than the specified date. Note. To clear the date entry box; use the mouse to highlight the full date and then press the space key.Contribution Category
Select the
Contribution Category
that match with the type of contribution paid, by default there is Contribution and Others and photo fee. this enable to add fees that won’t be counted as contribution paymentContribution Paid
Type in the
Contribution Paid
to search for contributions with the paid amount, greater or equal to the typed amount.Region
Select the
Region
; from the list of regions by clicking on the arrow on the right of the selector to select contributions for policies from a specific region. Note: The list will only be filled with the regions assigned to the current logged in user. If this is only one then the region will be automatically selected.District
Select the
District
; from the list of districts by clicking on the arrow on the right of the selector to select contributions paid for policies from a specific district. Note: The list will only be filled with the districts belonging to the selected region and assigned to the current logged in user. If this is only one then the district will be automatically selected.Historical
Click on
Historical
to see historical records matching the selected criteria. Historical records are displayed in the result with a line through the middle of the text (strikethrough) to clearly define them from current records (Img. 152).Img. 152 Historical records - Result Panel
Search Button
Once the criteria have been entered, use the
Search
button to filter the records, the results will appear in the Result Panel.
Contribution Page
Data Entry
Img. 153 Contribution Page
Payer
Select from the list of available (institutional) payers the payer of the contribution (if the contribution is not paid by the family/group itself).
Contribution Paid
Enter the paid amount for the contribution. Mandatory.
Receipt No.
Enter the receipt identification for the contribution. Receipt identification has to be unique within all policies of the insurance product. Mandatory.
Payment Date
Enter the date of payment for the contribution. Mandatory. Note: You can also use the button next to the date of payment field to select a date to be entered.
Payment Type
Select from the list of available types of payment the payment type of the contribution. Mandatory.
Saving
Once all mandatory data is entered, clicking on the
Save
button will save the record. Depending on the contribution paid, the following messages will appear.
If the Contribution paid matches the price of the policy:
Img. 154 Image 131
If the contribution paid is lower than the price of the policy:
Img. 155 Image 132
Followed by:
Img. 156 Image 133
If you choose Yes, the policy will be (enforced) set as Active. If you choose No, it will remain Idle.
If the contribution is higher than the price of the policy:
Img. 157 Image 134
The user will then be re-directed back to the Family Overview Page, with the newly saved record displayed and selected in the result panel. A message confirming that the contribution has been saved will appear on the Information Panel.
Mandatory data
If mandatory data is not entered at the time the user clicks the
Save
button, a message will appear in the Information Panel, and the data field will take the focus (by an asterisk).Cancel
By clicking on the
Cancel
button, the user will be re-directed to the Family Overview Page .
Adding a Contribution
Click on the
Green Plus Sign
to re-direct to the Contribution Page.When the page opens all entry fields are empty. See the Contribution Page for information on the data entry and mandatory fields.
Editing a Contribution
Click on the
Yellow Pencil
Sign to re-direct to the Contribution Page. The Contribution Page will open with the current information loaded into the data entry fields. See the Contribution Page for information on the data entry and mandatory fields.
Deleting a Contribution
Click on the Red Cross Sign button to delete the currently selected record.
Before deleting a confirmation popup (Img. 158) is displayed, which requires the user to confirm if the action should really be carried out?
Img. 158 Delete confirmation- Button Panel
When a contribution is deleted, all records retaining to the deleted contribution will still be available by selecting historical records.
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