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 menu Contributions

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Img. 150 Navigation Contributions

Clicking on the sub menu Contributions re-directs the current user to the Find Contribution Page.

Find Contribution Page

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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).

1. 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 a Payment 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 a Payment 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 payment

   • Contribution 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).
     
     

   • 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

1. Data Entry
   
   

   • 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.

2. 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.

   1. If the Contribution paid matches the price of the policy:
      
      

   2. If the contribution paid is lower than the price of the policy:
      
      

       

      Followed by:
      
      

      
      If you choose Yes, the policy will be (enforced) set as Active. If you choose No, it will remain Idle.

   3. If the contribution is higher than the price of the policy:
      
      

      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.

3. 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).

4. 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?

When a contribution is deleted, all records retaining to the deleted contribution will still be available by selecting historical records.