GITBOOK-797: Enroll Eligible Individual Registrants

SUMMARY.md

@@ -63,8 +63,9 @@
           * [📔 Create Phone Number Deduplication](pbms/features/deduplication/user-guides/create-deduplication-manager-types/create-phone-number-deduplication.md)
     * [Enrolment](pbms/features/enrolment/README.md)
       * [📔 User Guides](pbms/features/enrolment/user-guides/README.md)
-        * [📔 Enrol Registrants into Program](pbms/features/enrolment/user-guides/enrol-registrants-into-program.md)
+        * [📔 Enrol Registrants into  Program](pbms/features/enrolment/user-guides/enrol-registrants-into-program.md)
         * [📔 Auto-Enroll New Registrants into a Program](pbms/functionality/enrolment/user-guides/auto-enroll-new-registrants-into-a-program.md)
+        * [📔 Enroll Eligible Individual Registrants into a Program](pbms/functionality/enrolment/user-guides/enroll-eligible-individual-registrants-into-a-program.md)
     * [Entitlement](pbms/features/entitlement/README.md)
       * [📔 User Guides](pbms/features/entitlement/user-guides/README.md)
         * [📔 Multi-Stage Approval](pbms/user-guides/eligibility-and-program-enrollment/approval/multi-stage-approval.md)

pbms/features/program-management/user-guides/create-a-program.md

@@ -33,7 +33,7 @@ Refer the [Create User and Assign Role](../../administration/role-based-access-c
 1. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select _**Programs**_.
 2. The _**Programs**_ screen is displayed.
 
-<figure><img src="../../../../.gitbook/assets/programs.png" alt=""><figcaption><p>Choose the Programs screen</p></figcaption></figure>
+<figure><img src="../../../../.gitbook/assets/programs.png" alt=""><figcaption><p>Choose Programs in the menu</p></figcaption></figure>
 
 <figure><img src="../../../../.gitbook/assets/Program-screen.png" alt=""><figcaption><p>Programs screen</p></figcaption></figure>
 

pbms/functionality/enrolment/user-guides/enroll-eligible-individual-registrants-into-a-program.md

@@ -0,0 +1,144 @@
+---
+layout:
+  title:
+    visible: true
+  description:
+    visible: false
+  tableOfContents:
+    visible: true
+  outline:
+    visible: true
+  pagination:
+    visible: true
+---
+
+# 📔 Enroll Eligible Individual Registrants into a Program
+
+This document provides instructions to enroll eligible individual registrants into a program.
+
+## Prerequisites
+
+* The user must have a [Program Manager](../../../features/program-management/role-of-a-program-manager.md) role.
+* Beneficiary Registry must have individual applicants assigned to a program.
+
+## Requirement
+
+The enrollment of eligible individual registrants into a program based on your project requirements. 
+
+* [Enroll registrants with default eligibility criteria](enroll-eligible-individual-registrants-into-a-program.md#enroll-registrants-with-default-eligibility-criteria)
+* [Enroll registrants with customised eligibility criteria](enroll-eligible-individual-registrants-into-a-program.md#enroll-registrants-with-customised-eligibility-criteria)
+
+### Enroll registrants with default eligibility criteria
+
+The enrollment of individual registrants occurs with default criteria configured in the Managers in the program's _**Configuration**_ tab  without customised rules. 
+
+#### Procedure
+
+1. Assign the individuals to a program. 
+
+For example, the individuals are assigned to a program _**Needy**_.
+
+2. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select _**Programs**_.
+
+<figure><img src="../../../../.gitbook/assets/programs.png" alt=""><figcaption><p>Choose Programs in the menu </p></figcaption></figure>
+
+_**Programs**_ screen is displayed.
+
+<figure><img src="../../../../.gitbook/assets/program-list (2).png" alt=""><figcaption></figcaption></figure>
+
+3. Click the program _**Needy**_ from the program list.
+
+_**Needy Programs**_ screen is displayed.
+
+<figure><img src="../../../../.gitbook/assets/program-screen (1).png" alt=""><figcaption></figcaption></figure>
+
+4. Click the _**Beneficiaries**_ tab in the Needy program screen.
+
+_**Programs Needy Beneficiaries**_ screen is displayed with the program's beneficiaries in _**Draft**_ status.
+
+<figure><img src="../../../../.gitbook/assets/program-beneficiaries.png" alt=""><figcaption></figcaption></figure>
+
+5. The default _**Eligibility Manager**_ and default _**Program Manager**_ must be configured to enroll the beneficiaries.
+
+<figure><img src="../../../../.gitbook/assets/program-screen (1).png" alt=""><figcaption></figcaption></figure>
+
+Note:
+
+The below message pops up, when you click the _**Enroll Eligible Registrants**_ button without configuring the default _**Eligibility Manager**_ and default _**Program Manager**_ in the program's _**Configuration**_ tab.
+
+<figure><img src="../../../../.gitbook/assets/error-message.png" alt=""><figcaption></figcaption></figure>
+
+6. Click the _**Enroll Eligible Registrants**_ button to enroll the individuals assigned to the program.&#x20;
+
+A pop-up message displays the count of enrolled eligible individual registrants.
+
+<figure><img src="../../../../.gitbook/assets/enrollment-popup.png" alt=""><figcaption></figcaption></figure>
+
+7. Click the _**Beneficiaries**_ tab to view the list of enrolled eligible individual registrants.
+
+The beneficiaries's status is changed from _**Draft**_ to _**Enrolled**_.
+
+<figure><img src="../../../../.gitbook/assets/status-enrolled.png" alt=""><figcaption></figcaption></figure>
+
+This completes the process of enrolling eligible individual registrants into a program.
+
+### Enroll registrants with customised eligibility criteria
+
+The enrollment of individual registrants occurs with customised criteria configured in the Managers in the _**Configuration**_ tab.
+
+#### Procedure
+
+1. Click the program _**Needy**_ from the program list.
+
+_**Needy Programs**_ screen is displayed.
+
+<figure><img src="../../../../.gitbook/assets/program-screen (1).png" alt=""><figcaption></figcaption></figure>
+
+2. Click the _**Configuration**_ tab. &#x20;
+3. Click the icon ![](../../../../.gitbook/assets/full-screen-icon.png) in the _**Eligibility Managers**_ in the Configuration tab.
+
+<figure><img src="../../../../.gitbook/assets/eligibility-screen.png" alt=""><figcaption></figcaption></figure>
+
+4. Enter the _**Name**_ of the Eligibility Manager.
+5. Click the _**New Rule**_.
+
+<figure><img src="../../../../.gitbook/assets/new-rule.png" alt=""><figcaption></figcaption></figure>
+
+By default, you can find _**Country**_ tab.
+
+6. Click the _**Country**_ tab.
+
+You can find the list of criteria to configure to enroll the registrants.
+
+<figure><img src="../../../../.gitbook/assets/criteria-list.png" alt=""><figcaption></figcaption></figure>
+
+7. For example, enter the criteria _**Gender**_ in the _**Search**_ field and select _**Gender**_.
+
+<figure><img src="../../../../.gitbook/assets/gender-criteria.png" alt=""><figcaption></figcaption></figure>
+
+8. Select the operator _**=**_ in the operator drop-down.
+9. Select _**Male**_ in the value drop-down.
+
+<figure><img src="../../../../.gitbook/assets/operator-value.png" alt=""><figcaption></figcaption></figure>
+
+10. Click the _**Save**_ button to save the eligibility criteria and exit from the screen.
+11. Click the _**Discard**_ button to exit the screen without saving the data.
+
+You can find the customised criteria added in the _**Eligibility Managers**_.
+
+<figure><img src="../../../../.gitbook/assets/updated-eligibility-manager.png" alt=""><figcaption></figcaption></figure>
+
+12. Click the _**Enroll Eligible Registrants**_ button.
+13. Click the _**Beneficiaries**_ tab to view the eligible registrants based on the customised criteria in the Eligibility Managers.
+
+A pop-up message displays the count of enrolled eligible individual registrants based on customised criteria.
+
+<figure><img src="../../../../.gitbook/assets/enrol-message.png" alt=""><figcaption></figcaption></figure>
+
+You can find that only the male beneficiary has the status as _**Enrolled**_ based on the customised criteria set in the Eligibility Managers. The remaining beneficiaries have the status as _**Not Eligible**_.
+
+<figure><img src="../../../../.gitbook/assets/cust-benf-list.png" alt=""><figcaption></figcaption></figure>
+
+This completes the process of enrolling eligible individual registrants into a program based on customised criteria set in the Eligibilty Managers.
+
+Similarly, you can customise the criteria from the list of criteria to enroll the eligible registrants as per your project requirements.

use-cases/case-studies/immediate-assistance-on-demand.md

@@ -14,7 +14,7 @@ layout:
 
 # Immediate Assistance on Demand
 
-Immediate assistance is especially useful for scenarios like urgent surgeries, treatments, and other crises. However, to prevent instances of fraud, it is imperative to do a thorough assessment of beneficiary entitlement. This section details on one **such** implementation using multiple stages of approvals.
+Immediate assistance is especially useful for scenarios like urgent surgeries, treatments, and other crises. However, to prevent instances of fraud, it is imperative to do a thorough assessment of beneficiary entitlement. This section details on one such implementation using multiple stages of approvals.
 
 ## Process <a href="#process" id="process"></a>
 
@@ -37,9 +37,9 @@ The below process flowchart is an example of on-demand assistance with multi-sta
 
 ## OpenG2P components used
 
-1. **Self-Service Portal ->** The Self-Service Portal allows applicants to independently apply to various programs listed on the portal. Each applicant must _self_ authenticate using a valid ID to complete their application process.
-2. **Document Store ->** This component stores all mandatory documents within the OpenG2P system. It securely stores the files uploaded by applicant during enrollment and the entitlement vouchers generated by the system.
-3. **Registry ->** It's a crucial component responsible for storing all registrant data securely. In this case, it captures and maintains data received from the Self-Service Portal. It ensures that information submitted by beneficiaries is accurate,  organised systematically and stored for further processing, management, and maintenance.
+1. **Self-Service Portal ->** The Self-Service Portal allows applicants to independently apply to various programs listed on the portal. Each applicant must self-authenticate using a valid ID to complete their application process.
+2. **Document Store ->** This component stores all mandatory documents within the OpenG2P system. It securely stores the files uploaded by applicants during enrollment and the entitlement vouchers generated by the system.
+3. **Registry ->** It's a crucial component responsible for storing all registrant data securely. In this case, it captures and maintains data received from the Self Service Portal. It ensures that information submitted by beneficiaries is accurate,  organised systematically and stored for further processing, management, and maintenance.
 4. **Program ->** This is the main component of the OpenG2P system. It is responsible for overall program management such as handling beneficiary enrollment, entitlement creation, and so on. It ensures that eligible beneficiaries are enrolled efficiently and that their entitlements are created accurately and managed throughout the [Program Life Cycle](../../pbms/features/program-management/program-life-cycle.md).
 5. **Assessment ->** Each beneficiary is assessed by the designated officer to determine their level of need and the appropriate amount of benefits they must receive in the form of a voucher.
 6. **Multi-Stage Approval ->** Each beneficiary's assistance application passes through multi-stage approval. The officers designated by the program administrator/manager perform the multi-stage approval process.&#x20;