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GITBOOK-899: Registration portal
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Suseela-S authored and gitbook-bot committed Jul 29, 2024
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18 changes: 9 additions & 9 deletions SUMMARY.md
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* [Releases](pbms/releases.md)
* [Social Registry](social-registry/README.md)
* [Features](social-registry/functionality/README.md)
* [Deduplication](social-registry/functionality/deduplication/README.md)
* [📔 User Guides](social-registry/functionality/deduplication/user-guides/README.md)
* [📔 Configure ID Deduplication](social-registry/functionality/deduplication/user-guides/configure-id-deduplication.md)
* [Individuals and Groups](social-registry/functionality/individuals-and-groups/README.md)
* [📔 User Guides](<social-registry/functionality/individuals-and-groups/user-guides/README (1).md>)
* [📔 Create an Individual Registrant](<social-registry/functionality/individuals-and-groups/user-guides/create-an-individual-registrant (1).md>)
* [📔 Create a Group and Add Individual Registrants to the Group](social-registry/functionality/individuals-and-groups/user-guides/create-a-group-and-add-individual-registrants-to-the-group.md)
* [Deduplication](social-registry/functionality/deduplication/README.md)
* [📔 User Guides](social-registry/functionality/deduplication/user-guides/README.md)
* [📔 Configure ID Deduplication](social-registry/functionality/deduplication/user-guides/configure-id-deduplication.md)
* [Lock and Unlock](social-registry/functionality/lock-and-unlock.md)
* [Enumerator](social-registry/functionality/enumerator.md)
* [Dynamic Updates](social-registry/features/registry-update-mechanisms.md)
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* [📔 Configure Group Types](social-registry/functionality/configurations/user-guide/configure-group-types.md)
* [📔 Configure Group Membership Kind](social-registry/functionality/configurations/user-guide/configure-group-membership-kind.md)
* [Self Service Portal](social-registry/functionality/self-service-portal.md)
* [Service Provider Portal](social-registry/functionality/service-provider-portal/README.md)
* [📔 User Guides](social-registry/functionality/service-provider-portal/user-guides/README.md)
* [📔 Create a New Household](social-registry/functionality/service-provider-portal/user-guides/create-new-household.md)
* [📔 Create a New Individual in Service Provider Portal](social-registry/functionality/service-provider-portal/user-guides/create-a-new-individual-in-service-provider-portal.md)
* [📔 Create a New Service Provider](social-registry/functionality/service-provider-portal/user-guides/create-a-new-service-provider.md)
* [📔 Configure Service Provider Portal User to Limit Accessing Location](social-registry/functionality/service-provider-portal/user-guides/configure-service-provider-portal-user-to-limit-accessing-location.md)
* [Registration Portal](social-registry/functionality/registration-portal/README.md)
* [📔 User Guides](social-registry/functionality/registration-portal/user-guides/README.md)
* [📔 Create a New Household](social-registry/functionality/registration-portal/user-guides/create-a-new-household.md)
* [📔 Create a New Individual in Registration Portal](social-registry/functionality/registration-portal/user-guides/create-a-new-individual-in-registration-portal.md)
* [📔 Create a New Registrant](social-registry/functionality/registration-portal/user-guides/create-a-new-registrant.md)
* [📔 Configure Registration Portal User to Limit Accessing Location](social-registry/functionality/registration-portal/user-guides/configure-registration-portal-user-to-limit-accessing-location.md)
* [Notifications](social-registry/features/notifications.md)
* [Administration / User Management](social-registry/functionality/administration/README.md)
* [User Roles](social-registry/functionality/administration/user-roles.md)
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4 changes: 2 additions & 2 deletions social-registry/README.md
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Social Registry Functional Architecture
{% endembed %}

## Features
## Feature and functionality

<table><thead><tr><th width="268">Feature</th><th width="348">Description </th></tr></thead><tbody><tr><td><a href="features/registry-update-mechanisms.md">Dynamic updates</a></td><td><ul><li>CSV</li><li><a href="features/api/">APIs</a></li><li>Login based direct data entry</li><li>Operators uploading data</li><li>ODK (Android, agent, offline)</li></ul></td></tr><tr><td>Data share</td><td><ul><li>CSV</li><li>APIs (G2P Connect, GraphQL, REST)</li></ul></td></tr><tr><td><a href="functionality/individuals-and-groups/">Individuals and Groups</a></td><td><ul><li>Registry of individuals</li><li>Registry of household and families</li><li>Entities with group of people, like school, community</li></ul></td></tr><tr><td><a href="features/id-verification.md">ID Verification</a></td><td></td></tr><tr><td><a href="functionality/privacy-and-security.md">Privacy and security</a></td><td><ul><li>Encryption of PII</li></ul></td></tr><tr><td>Search</td><td><ul><li>Fast data search based on parameters of registrants.</li></ul></td></tr><tr><td><a href="functionality/languages-support/">Languages support</a></td><td></td></tr><tr><td>Notifications</td><td><ul><li>SMS</li><li>Email</li></ul></td></tr><tr><td><a href="functionality/geographic.md">Geographic</a></td><td></td></tr><tr><td><a href="functionality/administration/">Administration</a></td><td><ul><li>RBAC</li><li>Roles</li><li>Users</li></ul></td></tr><tr><td><a href="functionality/monitoring-and-reporting/">Reporting</a></td><td><ul><li>Dashboards</li><li>Real-time data monitoring</li></ul></td></tr><tr><td>Logging</td><td><ul><li>Change logs</li><li>Audit logs</li><li>System logs</li></ul></td></tr><tr><td>Verifiable Credentials Issuance</td><td><ul><li>Mobile wallet</li><li>Paper (QR code)</li></ul></td></tr><tr><td>Domain specific registries </td><td></td></tr><tr><td>Lock and Unlock records</td><td><ul><li>Lock record for edit</li><li>Suggest for edit/update</li><li>Request for edit/update</li><li>Unlock for edit/update</li></ul></td></tr><tr><td>Social registry ID</td><td></td></tr></tbody></table>
<table><thead><tr><th width="268">Feature</th><th width="348">Description </th></tr></thead><tbody><tr><td><a href="features/registry-update-mechanisms.md">Dynamic Updates</a></td><td><ul><li>CSV</li><li><a href="features/api/">APIs</a></li><li>Login-based direct data entry</li><li>Operators uploading data</li><li>ODK (Android, agent, offline)</li></ul></td></tr><tr><td>Data Share</td><td><ul><li>CSV</li><li>APIs (G2P Connect, GraphQL, REST)</li></ul></td></tr><tr><td><a href="functionality/individuals-and-groups/">Individuals and Groups</a></td><td><ul><li>Registry of individuals</li><li>Registry of household and families</li><li>Entities with group of people, like school, community</li></ul></td></tr><tr><td><a href="features/id-verification.md">ID Verification</a></td><td></td></tr><tr><td><a href="functionality/privacy-and-security.md">Privacy and Security</a></td><td><ul><li>Encryption of PII</li></ul></td></tr><tr><td>Search</td><td><ul><li>Fast data search based on parameters of registrants</li></ul></td></tr><tr><td><a href="functionality/languages-support/">Languages Support</a></td><td></td></tr><tr><td>Notifications</td><td><ul><li>SMS</li><li>Email</li></ul></td></tr><tr><td><a href="functionality/geographic.md">Geographic</a></td><td></td></tr><tr><td><a href="functionality/administration/">Administration</a></td><td><ul><li>RBAC</li><li>Roles</li><li>Users</li></ul></td></tr><tr><td><a href="functionality/monitoring-and-reporting/">Reporting</a></td><td><ul><li>Dashboards</li><li>Real-time data monitoring</li></ul></td></tr><tr><td>Logging</td><td><ul><li>Change logs</li><li>Audit logs</li><li>System logs</li></ul></td></tr><tr><td>Verifiable Credentials Issuance</td><td><ul><li>Mobile wallet</li><li>Paper (QR code)</li></ul></td></tr><tr><td>Domain Specific Registries </td><td></td></tr><tr><td>Lock and Unlock Records</td><td><ul><li>Lock record for edit</li><li>Suggest for edit/update</li><li>Request for edit/update</li><li>Unlock for edit/update</li></ul></td></tr><tr><td>Social Registry ID</td><td></td></tr></tbody></table>
4 changes: 2 additions & 2 deletions social-registry/features/registry-update-mechanisms.md
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Social Registry (SR) may be updated in several ways:

* [**APIs**](api/)**:** SR can be updated using APIs. This allows for automated updates and real-time syncing of data between systems.
* **Login-based direct data entry**: Authorized users can log in to the Social Registry system and manually enter or update information. This method provides direct control over the data and allows for immediate updates.
* [**Service provider portal**](../../pbms/functionality/service-provider-portal/)**:** Where service providers like institutions or entity that provides services to registrant beneficiary can login to the portal. They can manually add and update the registrant details on the portal.
* [**Login-based direct data entry**](<../functionality/individuals-and-groups/user-guides/README (1).md>): Authorized users can log in to the Social Registry system and manually enter or update information. This method provides direct control over the data and allows for immediate updates.
* [**Registration portal**](../../pbms/functionality/service-provider-portal/)**:** Where service providers like institutions or entity that provides services to registrant beneficiary can login to the portal. They can manually add and update the registrant details on the portal.
* [ODK ](../../utilities-and-tools/odk-collection-app.md)(Android, agent, offline): ODK is a set of tools that allows for data collection using mobile devices. Enumerator or field agents can collect data offline using ODK Collect and then upload it to the Social Registry system when a network connection is available.
* **CSV**: Users can update the Social Registry by uploading a CSV (Comma-Separated Values) file containing the updated information. This method is useful for bulk updates or when users have the data in a spreadsheet format. _(Currently supporting using scripts that call APIs)_
8 changes: 4 additions & 4 deletions social-registry/functionality/deduplication/README.md
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## Feature and functionality

| Deduplication method | Deduplication process |
| ---------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| ID-based deduplication - Individual registrant | It detects and removes the duplicate individual registrants. |
| In-kind-based deduplication - Group registrant | <ul><li>It detects the groups that have the same <a href="../../../pbms/functionality/disbursement-cycles/in-kind-transfer/">In-kind</a> and removes the duplicate groups based on ID.</li><li>It detects the group member has the same In-kind and removes the duplicate group member based on ID.</li></ul> |
| Deduplication method | Deduplication process |
| ------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| ID-based deduplication for Individual registrant | It detects and removes the duplicate individual registrants. |
| In-kind-based deduplication for Group registrant | <ul><li>It detects the groups that have the same <a href="../../../pbms/functionality/disbursement-cycles/in-kind-transfer/">In-kind</a> and removes the duplicate groups based on ID.</li><li>It detects the group member with the same In-kind and removes the duplicate group member based on ID.</li></ul> |

## Related user guides

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## Individual&#x20;

"Individuals" refer to single persons, each with their own set of demographic data, such as name, date of birth, gender, and other relevant information. The SR can maintain a registry of these individual records, allowing for the management and retrieval of information about each person.
_**Individuals**_ refer to single persons, each with their own set of demographic data, such as name, date of birth, gender, and other relevant information. The SR can maintain a registry of these individual records, allowing for the management and retrieval of information about each person.

The figure below displays the individual creation page, allowing users to input personal information.

<figure><img src="../../../.gitbook/assets/individual-create-blank-page.PNG" alt=""><figcaption></figcaption></figure>

## Group

"Groups" in the Social Registry context typically refer to collections of individuals who are related or connected in some way. This could include households, families, communities, or other entities that consist of multiple people.
_**Groups**_ in the Social Registry (SR) context typically refer to collections of individuals who are related or connected in some way. This could include households, families, communities, or other entities that consist of multiple people.

The figure below displays the household creation page, allowing users to input details about the members and their relationship with the household head.

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