Groups (User Manual)

In the Social Protection module of openIMIS, Groups allow users to organize individuals into collective units (e.g., households, cooperatives, or communities). This helps streamline benefit delivery, targeting, and enrollment for programs that address people in clusters rather than one-by-one.

Page Overview

The Groups Page consists of two sections:

Search Criteria Panel
Results Table – Groups Found

Search Criteria Panel

Use this panel to filter and locate groups in the system.

Field	Description
Code	Search by the unique group code or identifier.
Individual First Name / Last Name	Search groups based on individual members or group head.
Region / District / Municipality / Village	Filter based on geographic location.
Missing Location	Tick to show groups with incomplete or missing location data.

Search Actions

ADVANCED FILTERS – Show additional filtering options (if enabled).
RESET FILTERS – Clear all selections and fields.
SEARCH – Display matching groups based on the filters.

Results Table – Groups Found

Displays the list of groups that match the search criteria.

Table Columns:

Column	Description
Code	Unique group identifier.
Head	Name of the group head (can be set later).
Region / District / Municipality / Village	Geographic data for the group.

🛠️ Use the pencil icon to edit a group.
🗑️ Use the trash icon to delete a group (only if it has no active members or linked records).

Group Use Cases

Scenario	Benefit
A household with 5 members is to be enrolled as a unit	Create one group and link all members
A farmers' cooperative is eligible for agricultural grants	Manage them as one group under a single code
A village welfare committee wants to track its beneficiaries

Tips & Best Practices

Tip	Why It Helps
Set meaningful group codes	Easier to identify in reports
Assign a group head	Helps with accountability and tracking
Keep geographic data accurate	Supports regional program targeting
Use group enrollment when possible	Saves time during bulk benefit assignment

EN	Tools (User Manual)
FR	Outils (modes d'emploi)