Announcements

The release of openIMIS includes Social Protection functionalities designed to support the implementation of Cash Transfer programs. Functionalities cover main activities for each of the four main steps (Assess, Enroll, Provide, Manage), allowing the registration of applicants, enrolment in specific programs based on characteristics, calculation of payment amount, and reconciliation of payment delivery, as well as update of beneficiary information and status (e.g., suspension, graduation). Management of the platform can be restricted based on user profiles. A maker-and-checker logic is built into main operations, which are logged for security and audit purposes. Dynamic and interactive dashboards can be created and customized from the front end, offering an interactive way to visualize, explore, and analyze data.   

The system also supports the upload and management of individuals, serving as the basis for a Social Registry. It is possible to visualize the list of programs and benefits received by each individual, informing decisions on the efficient allocation of benefits in the target population. The system also allows the filtering of individuals based on available characteristics (variables) and enrolment into programs. (Support for integration with external platforms and data-sharing protocols is planned.)  
 

The platform comes with some default variables that should be customized based on the dataset schema being used by each program. It is important to note that beneficiary addition and update, as well as payment management, are currently supported via CSV file. (Workflows for creating individual records from the front end and integration with external data collection tools are planned.)  

A detailed list of operations that can be performed through the system is presented below. 

Functionality groups  

Individuals (applicants)  

• Import of individuals  

• Search for individuals using filters  

• Visualization of benefits  

• Enrolment of individuals (based on advanced filters)  

• Export of individuals 

Benefit plans  

• Creation of programs  

• Define default enrolment criteria  

• Define schema (variables of the dataset)  

• Import new beneficiaries (upload of csv file)  

• Update details of existing beneficiaries (upload of csv file)  

• Upload history (log of file uploads)  

• Export of beneficiaries with optional advanced filters (download of csv file)   

Beneficiary management  

• Search of beneficiaries (with optional advanced filters)  

• Manage status (potential/active/suspended/graduated)   

• Visualization of individual records, including:  

• Benefits (amount due and received)   

• Grievances  

Payments  

• Creation of payment (bills) 

• Search for payments 

• Generate payrolls combining bills 

• Review and approval of payrolls  

• Export of payrolls (csv file)  

• Reconciliation of payrolls (csv file)  

Task Management  

• Maker-and-checker logic  

• Assign tasks to user groups  

M&E  

• Create and modify dashboards 

• Visualize Dashboards