Individuals (User Manual)
The Individuals Page is a core component of the Social Protection module in openIMIS. It enables users to search, enroll, update, and manage records for individuals who are current or potential beneficiaries under various programs or benefit plans.
Page Overview
The Individuals page is divided into two main sections:
Search Criteria Panel – for filtering existing individuals
Search Results Panel – for viewing, enrolling, uploading, or managing individuals
Search Criteria Panel
Use this panel to locate individuals in the system using one or more filters:
Field | Description |
|---|---|
First Name / Last Name | Search individuals by name (partial or full). |
Region / District / Municipality / Village | Narrow the search by administrative location. |
Show Deleted | Check to include soft-deleted records in the search results. |
Missing Location | Check to search for records that lack complete geographic data. |
Search Results Panel
This panel displays individuals matching your search filters.
Columns Displayed
Column | Description |
|---|---|
First Name / Last Name | Individual’s full name. |
Day of Birth | The beneficiary’s date of birth. |
Region / District / Municipality / Village | Administrative location data of the individual. |
⬆️ You can sort results by clicking the arrow next to each column name.
If no records match the search, you will see “0 Individuals Found.”
Tips & Best Practices
Use specific search filters (e.g., district and name) to reduce load and improve accuracy.
Run deduplication after uploads to clean your data.
Always download the latest upload template to ensure field mapping consistency.
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