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dasunhegoda committed Mar 7, 2024
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2 changes: 2 additions & 0 deletions docs/tutorial/index.md
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- [Registering Individuals and Groups](Registering_individuals_and_groups)
- [Vouchers](vouchers)
- [Hardware Integration](hardware_integration)
- [Register new individual](user_guides/register_new_individual)
- [Export Registrant Data](user_guides/export_registrant_data)

<!-- - [User Management]
Expand Down Expand Up @@ -63,6 +64,7 @@ programs_and_cycles
proxy_means_test
Registering_individuals_and_groups
vouchers
user_guides/register_new_individual
user_guides/export_registrant_data
```
72 changes: 72 additions & 0 deletions docs/tutorial/user_guides/register_new_individual.md
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# Register new individual

## Introduction

To integrate new individual information into the system and store it in the registry. A registrant becomes a beneficiary only after enrollment in a social protection program. The registration process is a critical component in the efficient administration of social protection, utilizing the recorded information to identify individuals, evaluate their needs, confirm their eligibility for social protection programs and other social services, and accurately determine benefit amounts. Initiatives for mass registration may occur at the start of a new program or during the creation of a new registry. Furthermore, new applicants can be added to existing programs or registries continuously.

## Prerequisites

To register an individual for OpenSPP, you need to:

- Ensure that you have the necessary user permission.
- Prepare the required data for the individual.

## Objective

By the end of this tutorial, you should be able to register new individuals on the OpenSPP platform and add new individuals to groups.

## Process

When registering a new individual, the following steps need to be taken:

- **Registering the new individual**: in this step, all personal information about the individual will be added to the system.

- **Creating a new group**: if the individual should be added to a group, this needs to be created if it does not already exist.

- **Adding the individual to a group**: if the individual should be added to a group, this is done as the final step.

## Registering new individuals

Click on the four-square icon in the top-left corner. Select **Registry** then click **Individuals**.

![](register_new_individual/1.png)

Click on **Create** to be directed to the registration interface for new applicants

![](register_new_individual/2.png)

Enter the necessary values for the individual as required by your programme. After verifying the entered information, click **Save** to complete the registration process. Once complete, the personal information page of the individual record will look like this:

![](register_new_individual/3.png)

The record of the new individual is now displayed in the **Individuals** list in the **Registry** page.

![](register_new_individual/4.png)

## Creating new group

Navigate to **Registry** then click **Groups**. Click on **Create**.

![](register_new_individual/5.png)

You will be directed to the registration interface for new **Groups**.

![](register_new_individual/6.png)

After ensuring all the information is correctly entered, click **Save** to complete the registration process. Once complete, the personal information page of the **Groups** record will look like this:

![](register_new_individual/7.png)

The record of the new group is now displayed in the **Groups** list in the **Registry** page.

![](register_new_individual/8.png)

## Adding new individual to group

Click a group you wish an individual to be added into. Click **Add a line** and select an individual. You can repeat this action to add more individuals.

![](register_new_individual/9.png)

Click **Save**. The newly added individual(s) is displayed.

![](register_new_individual/10.png)
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