Social Protection (User Manual)

The Social Protection menu in openIMIS provides a centralized space for managing individuals, groups, benefit plans, and data imports related to social protection programs. This menu supports administrators, program managers, and field officers in delivering and managing benefits efficiently.

1. Benefit Plans

• Purpose: Create and manage structured packages of benefits (e.g., cash transfers, food packages, service access).

• Functions Include:

  • Defining coverage periods (Date from / Date to)

  • Setting maximum number of beneficiaries

  • Linking plans to institutions and schemes

  • Uploading and managing associated beneficiaries

2. Individuals

• Purpose: Manage data for individual beneficiaries.

• Functions Include:

  • Search and filter individuals by name, location, date of birth, etc.

  • Enroll new individuals manually

  • Upload individuals in bulk using .csv or .xlsx templates

  • Track upload history and fix errors

• Status Tracking: View whether an individual is active, graduated, or suspended from a program.

3. Groups

• Purpose: Manage collections of individuals, such as families, households, or cooperatives.

• Functions Include:

  • Create new groups

  • Assign individuals to groups

  • Use groups as the unit of benefit delivery

4. Import Data – API

• Purpose: Connect openIMIS with external systems for bulk data imports.

• Functions Include:

  • Use APIs to import data from national ID systems, census data, or other MIS

  • Automate regular data syncs

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